Poland National Action Plan on Social Inclusion for 2004-2006
Transkrypt
Poland National Action Plan on Social Inclusion for 2004-2006
NATIONAL ACTION PLAN ON SOCIAL INCLUSION FOR 2004 – 2006 Poland NATIONAL ACTION PLAN ON SOCIAL INCLUSION Poland CHAPTER 1. TRENDS AND CHALLENGES 5 1.1 Economic situation and the labour market 1.1.1. Economic development 1.1.2. Situation on the labour market 1.1.3. Groups in the most difficult situation on the labour market 1.1.4. Summary 5 5 5 6 7 1.2. Demographic trends 1.2.1. Structure of households and families 1.2.2. Disabled people 7 7 8 1.3. Income poverty and major risk factors 1.3.1. Relative poverty 1.3.2. Absolute poverty 8 8 9 1.4. Education 1.4.1. Disabled youth 1.4.2. Education for adults and lifelong learning 1.4.3. Education in correctional centres 11 12 13 13 1.5. Culture 13 1.6. Housing and equipment 14 1.7. Health and health care 14 1.8. Identification of groups threatened by exclusion 1.8.1. Homeless people 1.8.2. The Roma population 1.8.3. Women 1.8.4. Persons in conflict with law 15 16 16 16 17 CHAPTER 2. NATIONAL POLICY AND SOCIAL INCLUSION OBJECTIVES 18 CHAPTER 3. SOCIAL POLICY INSTRUMENTS 21 Priority 1 – Educational, social and health actions preventing exclusion as well as supporting equal chances for children and the youth 21 Action 1.1. Increasing the participation of children in education and equalising educational opportunities 21 Action 1.2. Support to families with children and prevention of family pathology 24 Action 1.3. Improving access to health care 25 Action 1.4. Preparation of the youth to enter the labour market 26 Priority 2. Creating a network of social safety, poverty prevention and social exclusion27 2 Action 2.1. Determining the realistic and socially accepted level of state income support Action 2.2. Ensuring the minimum guaranteed income Action 2.3. Ensuring income from work Action 2.4. Ensuring adequate income in the old age Action 2.5. Family benefits Action 2.6. Income support for farmers Action 2.7. Counteracting the feminisation of poverty 27 27 28 28 29 30 30 Priority 3. Activation and inclusion of groups threatened with social exclusion Action 3.1. Supporting employment opportunities Action 3.2. Social economy Action 3.3. Access to social housing Action 3.4. Support for the elderly Action 3.5. Legal protection of discriminated persons Action 3.6. Refugee inclusion Action 3.7. Integration of national minorities Action 3.8. Inclusion of former prisoners 30 30 34 35 35 36 36 37 38 Priority 4. Development of social services and their co-ordination Action 4.1. Development and reform of social services Action 4.2. Development of social services enabling social inclusion Action 4.3. Co-ordination and evaluation of actions in the sphere of social inclusion 38 38 39 42 CHAPTER 4. INSTITUTIONAL ARRANGEMENTS 44 4.1. The way of creation of the National Action Plan on Social Inclusion 2004 - 2006 44 4.2. Profile of the third sector in Poland 44 4.3. Institutional possibilities of horizontal and vertical co-operation 46 4.4. Challenges for the future and planned activities engaging all social partners in combating poverty and social exclusion Action 1. Creation of the strategy for development of the non-government sector Action 2. Promotion, training and monitoring of the non governmental organisations Action 3. Creation of structural bases for supporting the non-government sector 51 51 52 52 CHAPTER 5. EXAMPLES OF GOOD PRACTICES 54 Practice 1. Duet – Readaptation of the imprisoned through work with disabled youth 54 Practice 2. Protection of biological diversity – The usage of activities from the range of widely understood ecology as a form of social readaptation and reintegration 55 Practice 3. Brochure – Searching for missing persons among the homeless 56 Practice 4. Lending library of school textbooks for children 57 ANNEX 1 58 3 ANNEX 2 67 4 Chapter 1. Trends and challenges 1.1 Economic situation and the labour market 1.1.1. Economic development In the years 1992-2002 Poland went through the full business cycle, including a period of speeding up of the economy in 1992-1994, a period of prosperity in the middle of nineties, slowing down in the years 1999-2000 and then economic stagnation in the years 2001-2002. The year 2003, when the GDP growth rate reached 3.8%, is probably the first year of the next business cycle. This cycle should last approximately until the year 2010 in the situation of lack of negative internal and external shocks. The beginning of 2004 points to further increase in the GDP dynamics, which in the first quarter rose by 6.9% in real terms. 1.1.2. Situation on the labour market The economic growth in Poland has a jobless character and can be contributed to an increase in total factors productivity. In consequence, despite observed economic growth in recent years, employment rates remain unchanged (in the first quarter of 2004 the employment rate increased only by 0.1 percentage point as compared to a similar period of the last year). According to the Labour Force Survey (LFS), the number of people employed decreased by 10.9% from 15.4 million in 1998 to 13.7 million in 2003. At present the employment rate in Poland is the lowest among all EU Member States - in 2003 the employment rate in Poland in the age group of 15-64 was 51.2% (M: 56.5%, F: 46%), while the average rate in EU 25 was 63% [Table 1, Annex 1]. The high unemployment in Poland is, among other things, the result of restructuring processes in enterprises. In 2003, the unemployment rate amounted to 19.5% (M: 18-19%, F: 20-20.5%, Table 2, Annex 1). The main reason for losing work for nearly half of unemployed in 2003 was the winding-up of a workplace or of a firm. The liquidation of inefficient workplaces was not accompanied by the creation of new ones. It results mainly from technological modernization of the Polish economy and development of the capital-intensive sectors of production rather than labour-intensive ones. A confirmation of the hypothesis of a structural character of unemployment is relatively strong correlation between the unemployment rate and the level of qualifications of the population in different regions of Poland. Differences in the level of education are responsible for at least 50% of differences between regions in the unemployment rates. Since the beginning of the nineties, the growing need for highly qualified employees leads to the situation when regions with less qualified population such as Warminsko – Mazurskie and Lubuskie, have higher unemployment rates. In 2003, the share of the long-term unemployed (seeking work for longer than one year) in the total number of the unemployed amounted to ca. 50% (women 54%, men 47%), while the total long-term unemployment rate was nearly 11% (F: 11.5%, M: 10.1%, Table 3, Annex 1). In the first quarter of 2004 the population of the long-term unemployed comprised 1578 thousand persons. In comparison with the first quarter of 2003 the number of the long-term unemployed decreased by 165 thousand (i.e. by 9.5%) and by 69 thousand (i.e. by 4.2%) as compared to the fourth quarter of 2003. The percentage of the long-term unemployed was the highest amongst unemployed in the older age groups. Among the unemployed at the age of 5 above 45 years, the long-term unemployed constituted 50.2%, while among the population of the unemployed up to the age of 24 years – 33.4%. The approximate job seeking period gradually increases (in 2003 it was 16 months, women seek job a month longer than men). The longest job seeking period was in the case of unemployed with primary education (17.5 months) and basic vocational education (16.4 months), the shortest one – in the case of unemployed with tertiary education (11.7 months). 1.1.3. Groups in the most difficult situation on the labour market Combination of reaching the working age by baby boomers and simultaneous increase in unemployment caused particular difficulties for young people to find a job despite improvement in the education level. In 2003, in the age group of 15-24 years, the unemployment rate exceeded 40% [Table 4, Annex 1], while the long-term unemployment rate – 38%. In 2003, the youth unemployment ratio1 decreased by one percentage point as compared to the previous year, when it reached the highest value in the recent years, and finally amounted to 14.8% [Table 5, Annex 1]. On the other hand, situation of older workers in the immobile age – above 45 years is also difficult, with the total long-term unemployment rate in this group amounting to 58.8%. During the transition period, the fall of employment rates for these age groups was the highest. Another unemployment determinant is education. According to the LFS data, the highest unemployment rates are observed in the case of persons with primary education (including lower secondary (gymnasium)) and incomplete primary education. In 2003 the unemployment rate in these groups amounted to 25% [Table 6, Annex 1]. Above average unemployment rate is observed in the case of persons with basic vocational education [ca. 23%] and general secondary education [22-23%]. In 2003, the highest increase in the unemployment intensity occurred among persons with primary (including lower secondary (gymnasium)) and incomplete primary education. In the case of persons with general secondary education, the unemployment rate decreased. The structural changes took a different course in different regions of the country. Therefore there are regions of Poland with a difficult situation (regions around post-State farms and with collapsing heavy industry) and specific enclaves of dynamically developing labour markets (mainly big towns). In 2002, the regional cohesion2 amounted to 7.3 and it increased by a half since 1999. Such Voivodships as Warminsko-Mazurskie, Zachodniopomorskie and Lubuskie were characterized by the highest unemployment rate (ca. 25%). There are also big differences between particular types of towns. In big towns of above 500 thousand inhabitants the unemployment rate is lowest – on average 16.2%, but the labour market situation in small towns is difficult (the unemployment rate ca. 25%). As a result, overall situation in towns is worse than in rural areas (the total unemployment rate in urban areas – 20.9%, on rural areas – 16.6%). It can be assumed, that relatively low indicator for rural areas results from the hidden unemployment existing there. However in those regions where once state farms were functioning, the scale of unemployment in rural areas is larger than in towns (e.g. in Zachodniopomorskie, the unemployment in rural areas is 27.6%, in Dolnoslaskie 27.2%, in Warmi sko-mazurskie 23.7% and in Lubuskie – 22.4%). The more difficult situation for women [Table 7, Annex 1] results mainly from increasing competitiveness on the labour market combined with insufficient access to affordable childcare of good quality. In 2003, the economic activity rate for women amounted to 58% (for men – 70%), while women employment rate was 46% (for men – 56,5%). Despite 1 2 Relation of unemployed youth aged 15-24 to the total of population in this age. Standard deviation of unemployment divided by the weighted national average for age group 15-64 years. 6 comparable unemployment rates for both genders, women seek a job a month longer than men and more often suffer form long-term unemployment, which does not only affect their current situation, but also affects the future in the form of lower pensions. At the same time, economically active women are better educated than men. They compose 51% of people completing trainings, 66.1% of participants of labour clubs. In 2003, in the age group of 25 to 64, only 4.5% of men participated in education and trainings, while the respective percentage for women was higher by one percentage point. The unemployment rate in the group of disabled persons is slightly more favourable than among the rest of population, but economic activity rates and employment rates are unsatisfactorily low and in 2003 amounted respectively to ca. 17% and 14% for persons aged 15 years and more and 24.1% and 19% for persons aged 15 to 64. These rates are higher in rural areas, although the unemployment rate for disabled persons is lower in rural areas than in towns. In this group, the number of persons registered in labour offices is increasing. A reform of the functioning of labour offices, which is implemented includes employment qualified vocational advisers for the disabled by labour offices which may bring positive results. 1.1.4. Summary Due to the structural character of Polish unemployment and in connection with the forecasted considerable worsening of the total demographic dependency ratio3, there is a need of undertaking more and more intensive activities improving the possibilities to employ groups having difficulties with finding a job. It should be possible to reintroduce to the labour market persons inactive even for a few years through improvement of their qualifications and motivation and lowering costs of labour for employers. Therefore, integration programmes are becoming more popular. They take into account different levels and reasons for exclusion of a given person both from the labour market and from the social life. The biggest challenge is the activation of persons with low qualifications, older and disabled employees and increasing the number of jobs. 1.2. Demographic trends In 2002 there were more than 38,3 million people in Poland4 (106 women per 100 men). Currently, due to decreasing total fertility rate (to 1.25 in 2002) combined with increases of the life expectancy (in 2002 F:78.78; M:70.42) Poland experiences population ageing. Since 1999, the natural growth was negative and the age structure of the population reflects shifting of the baby booms and baby busts [Chart 1, Annex 1]. The above trends determine the direction of social changes. Such factors as: baby-boomers entering the labour market, projected inactivation of the present population at the immobile age (persons aged 45 to 65) and non-favourable changes in relation of the population in working age towards population in the non-working age, will be the main challenges in the sphere of the labour market policy, social security, health care and the social welfare system. 1.2.1. Structure of households and families The National Census conducted in 2002 [NC 2002] revealed the high share of one-person households (24.8% of the total number)5. The prevailing types of families are6 married 3 Dependency ratio is defined as the number of people at the non-working age per 100 people at the working age. Data are based on the National Census 2002 [NC 2002] results. 5 According to the CSO, such a big share of one-person households results from, inter alia, the adopted methodology, according to which persons living together and keeping themselves separately are treated as separate households. „Population and households. State and socio-economic structure”, CSO, October 2003 4 7 couples with children (56%), of which one-child families made-up the biggest proportion – 46.9% (families with two children – 36.2%). The share of single-parent families in the total number of families also increased (from 15.4% in 1998 to 19.4% in 2002) as a result of, inter alia, more divorces. Among those families dominate single mothers (80%) and residents of urban areas. Single parents and families with many children are traditionally threatened by poverty and social exclusion to the highest degree. Also the scale of problems among these groups enlarges most rapidly. 1.2.2. Disabled people Comparing recent National Censuses, there was a sharp increase in share of persons legally disabled in the total population (from 9.9% in 1988 to 14.3% in 2002, Table 8, Annex 1). The reason for that – besides ageing of the population – was treating a disability as a possibility for early exit from the labour market in the light of an increase in the structural unemployment. At present, 30% of the total disabled do not suffer from restricted ability to perform basic activities. Disability most often occurs in the age group 45 to 64 years, more often among women (52.9%) than men and residents of urban areas. However disability increases fast in rural population. Among ethnic and national minorities, which represent a slight percentage of total population in Poland (3.3% according to the NC 2002), mainly the Roma are affected by social problems (in the NC 2002 12.7 thousand of people declared Roma nationality). In recent years the number of immigrants and refugees has increased. According to NC2002 there were 34.1 thousand immigrants in Poland7. Two thirds of this group were long-term immigrants, who reside in Poland for 12 months or longer, while one third - from 2 to 12 months. 1.3. Income poverty and major risk factors8 1.3.1. Relative poverty During transition period the processes that took place significantly influenced the changes in the living situation of different types of households. Since 1993, total real incomes have increased. Differentiation between incomes in various socio-economic groups has enlarged. At present, the families in which main sources of income are social transfers (with exception of pensioners) are in the least favourable situation. In the years 1989-2002 the Gini coefficient increased from 24.9 to 31 in total population and in particular groups was even higher (in 2001: farm employees – 34, farmers, self-employed – 33, employees - 32). In 2002, the income of 20% richest Poles was 4.8 times higher than the income of 20% poorest ones. In 2002, 17% people had at their disposal income lower than 60% of the median national equivalised income (since 1999 an increase by one percentage point, Table 9, Annex 1). It is a value close to the EU average. Similar situation is observed for other levels of the poverty threshold. At the threshold of 40% of the median, the poverty rate in 2002 reached 6%, at the level of 50% of the median - 10%. However, as the average level of income in Poland is lover, the threshold level at 60% of the median is in financial terms ca. 2.7 times lower than EU average. For one-person’s household this threshold in 2001 amounted to 2822 PPS while 6 According to the NC 2002, a family is a couple (married couple or partners) without children or a couple with one or more children or a single parent with one or more children. Also families living in the collective housing are taken into consideration. 7 According to the definition adopted for needs of the NC 2002, an immigrant is a person living permanently abroad and residing in Poland periodically more than for 2 months. 8 Estimates based on results of households budgets surveys conducted annually by CSO. 8 in EU15 - 7732 PPS9. It indicates much lower standard of living of the Polish society and much more difficult situation of poor people comparing to similar group of poor people in EU countries. Since the beginning of the nineties, when transition changes worsened the financial condition of a part of the society, social transfers significantly supported the budget of Polish households. Major beneficiaries of social transfers were persons aged more than 65. The impact of those transfers for this group of people is significant. If pensions are excluded from the total households’ incomes, risk of the poverty increases twice, while if all social transfers are excluded from the income - this rate rises three times. In the group of persons aged over 65, the extent of poverty at the level of 60% of the income median in 2002 was 7% compared to 17% overall. While taking away the influence of social transfers (other than pensions) to income of pensioners, the poverty rate increases to 18%, while after taking away the influence of pensions - the poverty rate increases to 86%. Traditionally, the poverty scale increases together with the increase of the family size. In 2002, among families with three or more children, the threat of poverty determined at the level of 60% of the median was two times higher than in the total population. As a result, children and youth compose the group which is most affected by poverty. In 2002, according to the Laeken indicators about 23% of children (aged below 15) and 21% of youth (aged 16-24) lived in poverty. As far as economic activity is considered, in the group of persons employed, the selfemployed are in the most difficult situation (20%). The high value of the rate results from the fact that this group covers well not only managing persons running their own business, but also individual farmers. Farmers having small farms and unskilled workers constitute a group of the working poor. Among groups remaining outside employment, the unemployed are affected by poverty to the greatest degree (38% in 2002). Men are in a more difficult situation than women (39% and 36% respectively). 1.3.2. Absolute poverty Application of different levels of poverty thresholds does not cause significant changes in identification of groups in the most difficult situation. The Laeken line first of all focuses on the issue of differentiation of income in the society. However, the scale of the extreme poverty in Poland is the reason why enabling the meeting of basic needs and creating conditions for undertaking activities that help leaving the poverty circle becomes a priority. During the period 1996-2003 the percentage of persons below the minimum subsistence level10 increased 2.7 times. In consequence, in 2002 almost every eighth Pole experienced such a risk. [Table 10, Annex 1]. The situation became particularly difficult for the unemployed, the number of which considerably increased during the transition period. Long duration of this phenomenon resulted in termination of rights to unemployment benefits (in 2003 only 13-14% of the unemployed were entitled to the unemployment benefit). In Poland, there is a strong correlation between poverty and employment, particularly in the case of low-skilled people, persons living in areas economically underdeveloped, rural and undergoing restructuring11. 9 PPS – Purchasing Power Standards – an abstract unit, for which comparable baskets of goods could be bought in each country. 10 Minimum subsistence level – estimated on the basis of a basket of goods and services which ensures meeting of only the most basic needs: modest food, housing expenses for a very small flat, replacement of the most basic household items and underwear, medical drugs and items required for obligatory school attendance. Because the minimum subsistence level, defined in this way, covers only the needs which must be met immediately and cannot be deferred, and for which consumption below the specified level leads to biological deterioration, the minimum subsistence level has been accepted as the line of extreme poverty. 11 „Growth, employment and living standards in pre-accession Poland”, The World Bank, Warsaw, 2004. 9 People subsisting on non-earning sources of income (other than pensions) suffered poverty to the highest degree (in 2003, 34% of them lived below the minimum subsistence level). Disability and survivor pensioners (17.2%), farmers (17.5%) and farm employees (14.8%) lived also below average. National indicators point at dramatic situation of families with four or more children, as in 2003 more than 2/5 people from these families realized expenditure below the minimum subsistence level. Similar problems affected 13.4% of single parent families. In 2003, 40% of people living in extreme poverty were aged below 19. Generally, children from rural areas are poorer than children from towns. However, regional surveys point also to the scale of the problems experienced by little urban residents of “poverty enclaves”12. Moreover, it is worth pointing at a difficult situation of elderly people, particularly those receiving disability pensions, as the level of those pensions in Poland is often insufficient to meet the specific needs of seniors in a poor health condition (in 2003 every 20th person aged over 65 lived in the extreme poverty). Poverty threat is above average in families with disabled-headed households (in 2002 14.5% below the subsistence level) and in families with at least one disabled child (in 2002 18.4% persons bringing up a child aged below 16 and having rights to obtain the nursing benefit13 lived below the minimum subsistence level). There are also strong differences between urban and rural areas. In 2003 ca. 18% rural areas inhabitants lived in the extreme poverty (in small cities 11%). The highest percentage of poverty could be observed among inhabitants of rural areas that do not have their own farm and whose main source of income are non-earning sources other than pensions (in 2003, 47% of these persons were threatened by extreme poverty). Polish poverty is not deep (in 2003, poverty depth for the minimum subsistence level accounted for 20%). Nevertheless, it does not change the fact that the generally lower standard of living in Poland leads to very difficult situations, particularly when such events as an illness or a job loss contribute to a significant worsening of the living standard. The social welfare so far addressed to the marginalized persons has not been sufficient and it focused on passive participation of beneficiaries. Moreover the precise addressing of the assistance for specific needs has been also lagging behind. In consequence, the assistance did not support educational or employability needs and did not contribute to leaving the poverty or exclusion. It rather preserved the existing situation. The excessive burden of social employees with office and administration work and with the payment of cash allowances prevented them from doing social work targeted at social and economic activation of beneficiaries. In 2002, in the group of persons living below the minimum subsistence level, almost a half suffered from poverty at least for a second year in a row. In the years 2000-2002, the relation of the number of beneficiaries receiving the social welfare benefit for three years to the number of total beneficiaries of that system amounted to 43%14. The poverty persistence 12 Surveys on the Lodz town show that some 1/3 of poor children from this region come from “poverty enclaves”. “Children and families in poverty. Local, social, institution”, Wielisława Warzywoda-Kruszy ska, Łód 2002. 13 To the nursing benefit is authorized for a child up to 16 years of age being in possession of a disability certificate. 14 Information from IS POMOST – an administration system for recording beneficiaries of the social welfare system. 10 amongst families contributes to such phenomena as inheritance of poverty or creation of the so-called underclass. The poverty threshold in Poland established at the minimum subsistence level means that people threatened by poverty are not able to meet even basic needs and their social inclusion is particularly difficult. It should be underlined that within this group there is a strong correlation between income poverty and other types of deprivation in such spheres as: accommodation, access to health care, education or culture. Moreover accumulation of difficulties is particularly painful when it affects the whole community of a given area. In such conditions, children and youth are in the most difficult situation. On the one hand they are not able to withstand the difficult situation on their own, on the other hand – they do not have possibilities to obtain skills (social and vocational), which could prevent them as adults and their families from poverty and exclusion in the future. As the difficult condition of the public finance forces undertaking selective activities, particular attention should be focused on prevention measures targeted at children and youth as well as activities eliminating extreme poverty. 1.4. Education Since the beginning of the nineties, education in Poland at the secondary and tertiary level has been disseminating. More and more often education is continued in the form of courses, trainings and additional studies. According to the NC 2002 as compared to the previous census of 1988, the population education level improved (inter alia among population aged over 15, the percentage of persons with tertiary education increased from 6.5% to 10.2%, Table 12, Annex 1). At present in Poland there are high enrolment rates in secondary and tertiary education, particularly among women [Table 13, Annex 1] thanks to an increase in access to different types of schools15 and also in connection with implementation of the educational system in 1999 focusing on development of secondary and tertiary education. In 2003, the early school leavers constituted 6.3% of young people aged 18-24 - it is a lower than a half of that in EU-15 (PL: 6.3%, EU15: 18%, NMS: 7.5%, Table 14, Annex 1). Despite those good indicators, Polish education system experiences many inequalities. At present, one of the factors influencing increase in the inequality of educational opportunities is small proportion of children aged 3-6 attending pre-schools. In rural areas in the school year 2001/02 only 34.7% of this age group was covered by this type of education (but 91.2% of 6-years-olds). In urban areas almost all 6-years-old children attend pre-schools preceding the first grade of primary school. Children from rural areas have poorer access to all types of education. The quality of schools from these areas is often lower than the quality of schools from big urban agglomerations, which offer education better adjusted to modern needs and are better equipped with educational aids (including computers and the Internet) and have a more diversified offer of extracurricular activities. Taking into account difficulties connected with access to bigger cities and the larger scale of poverty, the distance between children from different regions of the country in the level of education and in future opportunities on the labour market increases. Improvement in total enrolment rates is not accompanied by a high quality of education – despite efforts undertaken within the framework of the educational system reform. In 2000, in 15 Accessibility of different types of schools increased mainly thanks to the possibility of creation of private schools, which at present play a particular role mainly for tertiary education (30% of students are educated in this type of schools) as well as branches and divisions of universities etc. 11 Poland there was an alarmingly high percentage of 15-years-olds (PL: 23.2%, EU25: 17.2%), who are at level 1 or below of the PISA combined reading literacy scale.16. It points at low efficiency of the Polish educational system, which focuses more on transferring knowledge of encyclopaedic rather than functional character. Polish pupils came off below the average for OECD countries in: understanding of a text (479 points), mathematical competencies (470 points) and scientific thinking (483 points)17. Differences between the Polish best and the worst pupils are also markedly higher than at average in OECD countries. In Poland the connection between learning results and financial situation of pupils’ households is relatively lower than in other countries. Important factors explaining the Polish outcome are cultural differences, additionally intensified by the structure of educational system, as they foster strong differentiation between schools. Survey results indicate also different gender competencies with girls coming off much better than boys in understanding texts and only slightly worse than boys in mathematical tests. Despite the fact, that more and more people take-up tertiary education, the quality of education varies. At present, almost two thirds of higher schools are shortly functioning nonpublic institutions. While in public higher schools there is one academic teacher per 16 students, in non-public ones this ratio is threefold higher. What is worrying, evening and weekend forms of studying intended only to support access to the higher education, cover more than 50% of the total number of students. Such situation leads generally to lower level of education, as – mainly weekend studies – provide limited contact with lecturers and require less didactic classes. Differences are deepened, as majority of students in free, public fulltime studies (often on a higher level) are persons from better-off financially and better educated families, who thanks to better quality of hitherto school and extracurricular education are able to cope with difficult exams. In consequence, youth from less educated families and from families of lower level of income still experience difficulties in access to education at the higher level and particularly to public, often better, schools which influences their further working career. The above issues point to the necessity to equalize the quality of education at all stages and provide access to financial support for students from poorer families. Implementation of the efficient accreditation system for educational and training institutions is a very important aspect. An increase in quality of education in private universities established far from big academic centres would be a chance for the less wealthy youth to be educated without bearing additional living costs. 1.4.1. Disabled youth In 2002, some 40% of disabled children attended special primary schools, 50% went to generally accessible schools and 9% attended integration classes. The number of special lower secondary schools and special general upper secondary schools is increasing and in 2002 they covered by education about 52% of disabled pupils of lower secondary schools. Upper secondary education for the disabled is concentrated in vocational schools, attended by some 90% of disabled young people. Due to architectural, financial and transportation barriers and the course of earlier education, which is not always adjusted to the needs of disabled children, their participation in tertiary education is small. Nevertheless it should be underlined that the number of disabled students grows much faster than able-bodied students of the same age (in 2002 they accounted for 0.3% of all students, in 2001 – 0.2%). 16 The so called Indicator of low reading performance – indicator concerns participation of 15-year-olds, who in the PISA examination attained results at or below level 1 on the combined literacy scale in the total number of youth in this age group participating in the examination. 17 Ireneusz Białecki, Jacek Haman, „Programme for International Student Assessment OECD/PISA. Polish results – examination report”. The average for OECD countries in all spheres is 500 points. 12 An important factor supporting education of disabled children and youth is the provision of affordable transport and care while conveying to schools or school-educational and revalidating-educational centers. During the school year 2003/04 5819 of disabled pupils were transported to primary schools, while to gymnasiums - 4813 pupils. 1.4.2. Education for adults and lifelong learning Education for adults (including university-level schools offering evening, weekend or distance learning courses) developed significantly since early 1990s. In the school year 2001/2002, nearly 1.5 million adults (8-10% of those working in the economy, compared to 20% in EU15) were enrolled in primary, lower and upper secondary and higher education institutions (in evening, weekend or distance learning courses) as well as in postgraduate and doctoral studies. In 2003, participation in education or training among persons aged 25-64 amounted to 5% (F: 5.5%, M: 4.5%, Table 15, Annex 1) of all those learning and completing their education (in EU 8.5%). Serious disproportions can be noticed in the case of the number of hours devoted to trainings in organised forms – in Poland about 2 hours per year, in EU countries– 50-70 hours per year. It is necessary to increase this indicator through, inter alia, promoting the importance of continuing one’s education during the working career, as well as during the period of seeking employment and through development of educational institutions having certificates confirming high quality of courses provided. It is also important to adjust lifelong learning to the needs of the disabled from the point of view of programmes, methodology, and communication e.g. sign language. 1.4.3. Education in correctional centres One of the crucial problems in education for persons located in correctional centres and resocialisation centres is the inadequacy of vocational education in these facilities to the needs of the present labour market. Due to low attractiveness of professions offered (e.g. wall-paper hanger or locksmith) and outdated equipment, it is impossible to prepare youth for participation in the labour market reality. Gaining vocational skills fostering employment may be one of the fundamental factors speeding up resocialisation and further social inclusion of this group of young people. 1.5. Culture Due to the worsening of the economic situation of a part of households in Poland and decrease in public expenditure for culture (for current activity and modernization) access to culture is uneven both on a rural-urban line and in regional perspective. A common phenomenon is the worsening state of culture infrastructure, a decrease in the number of culture establishments and recipients of culture. Particularly worrying is liquidation of libraries and library service points – as compared to 1995, in 2002 the number decreased by 22.4% (by 28.5% in rural areas). Reduced access to culture in rural areas in recent years is also related to a continuous decrease in the number of rural community centres, clubs, dayrooms and limitation of hitherto activity by other institutions. Facilities adjusted to the needs of persons with a considerable motor dysfunction are unsatisfactory and regionally differentiated. In 2001, the situation looked best in the case of theatres and institutions of music performances (42.2% of them were fully accessible). It is necessary to expand and modernise cultural infrastructure and to ensure even access to culture, mainly in rural areas. The creation of encouraging legal, organisational and financial conditions for the activity of culture institutions, support for non-governmental organisations in the process of culture animation and development of culture industries would surely 13 contribute to improvement in the culture institutions network and thus increase possibilities of social integration through culture. 1.6. Housing and equipment On the basis of the NC 2002 data, it is estimated that the number of households exceeded the number of housing units by 1.5 million. It indicates difficulties of families, who cannot afford to buy an apartment (at present the average monthly wage affords buying only 0.6-0.8 square meters) or to rent one. Too small number of social houses, which represent 0.3% of all housing resources in Poland, does not meet the needs. At present nearly 1/5 of tenants are in arrears with rent, 5.2% - for longer than 3 months. In 2002, 33634 eviction judgments were pronounced towards tenants sued for eviction by the owner of a dwelling for different reasons18. 7631 evictions were carried out, of which 65% constituted the so-called evictions into the street. These data confirm the necessity to develop the social infrastructure, which would offer affordable housing for low-income persons in the most difficult situation. Assuring at least a temporary apartment is an essential element preventing falling into a chain of problems, which may lead to social exclusion. As compared to the previous 1988 census, the equipment of houses and apartments with sanitary installations has improved, although in rural areas still one in ten dwellings has no such installations. The lower the household income and the smaller is the town the worse is the equipment with durable goods and modern technology. In 2002, in rural areas there were three-times less computers and printers as compared to urban agglomerations of above 500 thousand inhabitants and in households from the first income quintile there were 3.3-times less computers than among households from the fifth quintile. 1.7. Health and health care Since early 1990-ties, indices of population health status have been improving. Infant mortality rate decreased (to 7.5 in 2002) and the average life expectancy increased (in 2002 F:78.78, M:70.42). The exposure of population to certain risk factors (smoking cigarettes, consumption of high-percentage alcohols and animal fats) also decreased. This is reflected in a decrease in the number of deaths caused by circulatory diseases – the most frequent cause of death, which at present causes 49% of all deaths (M-43%, F-54%). Stabilization of cancer mortality causing 24% of deaths (M-26%, F-22%), takes place. Despite a steady decreasing trend, the level of tuberculosis sickness rate is still much higher than in EU countries. Stabilization of the registered HIV sickness rate has been also observed. There are significant regional differences in population health status, which persist and sometimes rise. Other warning signals are observed, such as regional curbing of the decrease in infant mortality and of decrease in breast cancer mortality. The positive changes in the Polish population’s health status are in contrast with the significant increase in the frequency of hospitalization and ambulatory services caused by mental disturbances, including alcoholism and other addictions. The alcoholism was more 18 The owner of a dwelling may sue for eviction of a tenant who lost a legal title to the dwelling. Reasons for eviction may be different e.g.: arrears with rent or other dwelling usage payments, usage of a dwelling in a way contradictory to the agreement or incompatible with its destination, neglecting duties which may lead to damages, devastation of appliances destined for common usage by inhabitants, persistent violation of house order etc. 14 acute during the transition period19. According to the State Agency for Prevention of AlcoholRelated Problems, the total number of persons affected by alcoholism (directly and indirectly) ranges from 7 to 10 million, including some 600-800 thousand alcoholics, 2-3 million persons abusing alcohol regularly and 3-4 million family members of alcoholics (both children and adults). Regular abuse of alcohol by one fifth of persons aged 15-18 is of particular concern. According to the survey conducted on social welfare beneficiaries, alcoholism affects more frequently men, people aged 35-54, families with four and more children, residents of small towns (10.000-20.000 inhabitants) and people from rural areas20. Another problem, the scale of which has increased in recent years is experimenting with drugs and their occasional use. In particular, the percentage of pupils reaching for hard drugs rises, placing Poland at the European average level. The falling number of public health care facilities (in 2001 by 20%) and employment in health care is counterbalanced by the creation of non-public health care facilities (in 2001 an increase by 95%). The number of dentists and nurses also fell. In spite of an increase in the number of doctors employed in health care facilities, long waiting times for medical treatment, especially for an appointment to see a specialist, remains a serious problem. The health status of the poor population may be lower owing to lack of financial resources to obtain quality health treatment. In 2002, 30% people refrained from purchasing drugs due to insufficient means21. In the area of health-care, the challenge for the future is support for the access to the specialised health care for the poorest and rural areas inhabitants through, inter alia, rationalization of the network of health care facilities as well as shortening of the waiting times for appointment. 1.8. Identification of groups threatened by exclusion The above analysis allows the identification of factors fostering poverty and social exclusion and groups more frequently than others experiencing such problems. It should be kept in mind that standard surveys of households are not able to cover representatively small groups of population, such as the Roma population in Poland. In order to obtain some information concerning such groups, special case studies should be conducted. These restrictions remain challenges for the Polish statistics. On the basis of accessible data, it can be specified that factors determining difficulties of Poles to the highest degree include: - unemployment, - long-term illness and disability, - having families with many children, - bringing children up alone, - low level of education, - living in rural areas, small towns or underdeveloped areas. 19 Agnieszka Sowa, „Alcohol abuse and poverty” in: „Poverty dynamics in Poland. Selected quantitative analyses”, CASE, Warsaw 2002. 20 „Alcohol Abuse and Poverty”, op. cit. 21 „Social Diagnosis 2002” 15 Combination of many negative aspects complicates the difficult situation and requires undertaking greater effort in order to get a person or a family out of the poverty circle. Besides the groups already mentioned (including children, youth, the disabled and old persons), also many other groups experience poverty and social exclusion. 1.8.1. Homeless people According to estimates, there are 30-80 thousand homeless people22 in Poland. Homelessness is the most extreme form of exclusion and in Poland, similarly to other countries, it occurs jointly with such phenomena as mental illnesses, disability, joblessness, crime and others. The many aspects of this problem require undertaking actions adjusted individually to the situation of a given person. 1.8.2. The Roma population Many people among this strongly economically differentiated group live in poverty or even in extreme poverty. In many communes (gminas), a prevailing majority of the Roma residing there benefit from various forms of social welfare. It should be expected, that in the nearest future the number of people of Roma origin, who despite reaching the retirement age would not acquire retirement rights and thus financial security for old age, would increase. This is the result of, inter alia, living from casual works, employment in the grey zone or being out of a job and living by begging. Difficulties of the Roma on the labour market derive first of all from lack of education, often illiteracy, passivity in job seeking and reluctance of employers to hire the Roma23. At present about 70% of Roma children are provided with regular education, but in some societies the great majority of children do not fulfil the schooling obligation and some married girls aged 13-15 leave schools. As a result of such factors as lack of water supply and sewage systems, unsatisfactory protection of houses from cold weather, poor diet, limited access to health care services and lack of prevention and tradition in pregnancy monitoring, the Roma very often suffer from diseases – including tuberculosis, congenital anomalies and their average life expectancy is shorter. Roma families often cannot benefit from housing benefits as dwellings inhabited by the Roma do not meet construction standards (including lawless constructions) and there are arrears in rent. Public opinion pools show many negative Roma-related stereotypes functioning in the Polish society. According to the Police, the Roma are not frequent victims of crimes, and crimes committed towards them meet with prompt reaction of police. 1.8.3. Women Thanks to the activity of the Office of the Governmental Plenipotentiary for Equal Status of Men and Women and activity of relevant non-governmental organisations, the issue of gender equality of rights is more visible in Poland. But still a big part of the society perceives the traditional roles of women and men. There is also prevailing social permission for functioning of such stereotypes. Despite the fact that on legal grounds, generally in all spheres of social life equal rights for both genders are guaranteed, the practice is not always consistent with the intentions of the lawmakers. 22 The evaluation is based on estimates made by non-governmental organisations. These data are transferred to the Ministry of Social Policy. 23 On the one hand, representatives of this group do not have skills, which would enable them to find jobs, on the other hand, they live in areas (e.g. the Carapace Roma) characterized by the highest levels of unemployment in Poland, indicating a generally difficult situation of residents from these regions. 16 Women experience a more difficult situation on the labour market resulting in, inter alia, more frequent long-term unemployment (women compose 63% of persons unemployed for more than 24 months). As a result of existing feminisation of some low-paid types of occupations, the gender pay gap is around 20 per cent. As a consequence of lower salary, insufficient development of affordable forms of childcare services and stereotypical perception of partners’ role, women more frequently take parental leave. Another example of negative outcome of maintaining the existing inequalities is lower old-age pension for women, being the result of lower average salary, temporary breaks in work caused by, inter alia, childcare and earlier retirement age (shorter insurance contribution period). There are particularly drastic cases of trade in women and women abuse as well as home violence. Thus, beside introduction of the issue of gender equal rights to all spheres of social life, essential is the realization of special programmes, aiming at diminishing the range of all forms of violence and supporting the victims. 1.8.4. Persons in conflict with law Since 2000, the number of those imprisoned in Poland has increased and in the first quarter of 2003 it amounted to 82 872 persons. Inclusion activities in the Polish penology are focused mainly on education aiming at raising the skills level and supporting further employment. As a result of low percentage of the imprisoned undertaking education and scarcity of financial resources enabling purchase of equipment e.g. computers and provision of high quality teaching, such education may not always fulfil the resocialisation function. Improvement in access to education for the imprisoned, education in the form of courses and employment require more financial resources. This activity could benefit in the future in better social adaptation and inclusion. It is also necessary - using the potential of nongovernmental organisations - to track results of educational activities after leaving the penal institution and to support continuation of this path. 17 Chapter 2. National policy and social inclusion objectives The objectives of social inclusion policy stem mainly from the priorities defined in the National Social Inclusion Strategy [NSIS] adopted in June 2004. This document was prepared in an innovative way. The Task Force, which prepared it, consisted of representatives of social partners: non-governmental organisations, central and local governments, and international organisations. The objectives of the social inclusion policy in Poland derive also from the goals connected with fighting poverty and social exclusion adopted by the European Council meeting in Nice in December 2000. Poland considers them as fully justifiable and has officially confirmed this by adopting the Joint Inclusion Memorandum (JIM) of Poland and EU in 2003. Both the National Action Plan for Social Inclusion and the JIM are part of the process of implementation of the Lisbon Strategy adopted by fifteen Member States in March 2000. The objectives and actions adopted are convergent with the Lisbon Strategy and the Nice objectives. It ought to be underlined that all the Polish objectives fit into the framework of the Revised Strategy for Social Cohesion of the Council of Europe inaugurated in Warsaw in July 2004. *** The National Social Inclusion Strategy covers the period until 2010. This National Action Plan focuses on these issues, which are particularly urgent. They also stem from presented analysis of the socio-economic situation, which discusses the basic causes of poverty and risk of social exclusion. Fighting these problems through strengthening the positive tendencies in economy has been also underlined in the Prime Minister’s expose. The NSIS goals are as follows24: In education: - Increasing the number of children participating in pre-school education, - Improving the quality of education at the level of lower and higher secondary schools, - Promoting tertiary education and adjusting it to the demands of the labour market, - Compensating deficits in children’s intellectual and physical development. In creating social safety networks: - Radically reducing extreme poverty, the level of which is unacceptable today and demands instant, decisive steps, - Reducing the tendency for the income stratification growth so that the differences do not exceed the average level of the EU countries. Unemployment is one of the main causes of poverty and social exclusion in Poland. Therefore as many as five of twenty goals of the National Social Inclusion Strategy concern the labour market: - Limiting the long-term unemployment; - Limiting unemployment among the young; - Increasing the level of employment among the disabled; 24 All the goals included in the National Social Inclusion Strategy together with the indices, which are to be reached till 2010 are in Annex 2. 18 - Increasing the number of participants in the active labour market policy (ALMP); - Promoting lifelong learning. In health care: - Extending the average healthy life expectancy; - Promoting health insurance; - Covering more women and children with national health programmes; In access to rights, goods, and services: - Increasing access to housing for groups most threatened with homelessness; - Ensuring better access to social workers; - Developing community aid and increasing the number of people covered by it; - Increasing citizens’ involvement in social activeness; - Implementation of the National Social Inclusion Strategy by local self-governments; - Increasing access to civic information and counselling. The objectives of the Polish social inclusion policy are based on appropriately directed research. The diagnosis presented in Chapter 1 indicates that the social inclusion policy in Poland should focus on reducing unemployment, long duration of diseases, and the disability scale, improving the level of education and alleviating the poverty, particularly in families with many children and in single-parent families. These require actions in virtually all aspects of social policy and social services. Though, macroeconomic policy, focusing on balanced economic growth in all regions and job creation is also an important factor. As Polish experience shows, slower economic growth and destruction of job places lead to increased unemployment and poverty, reducing efficiency of the instruments of social policy that exist. The National Action Plan for Social Inclusion is a programme improving access to social rights and increasing the scope of their implementation. It is also the main instrument of achieving social inclusion in the European social model. Implementation of social rights is, of course, costly, similarly to the implementation of all the other categories of human rights defined by international and national law. Therefore financial, personnel, office, material, and other resources should be ensured for the institutions responsible for implementing these rights. Social rights should have priority in public expenditure due to the fact that in recent years their implementation has considerably decreased and thus the level of social inclusion has been decreasing and the extent of the social exclusion processes is growing. The National Action Plan for Social Inclusion is to be implemented within two years and the most important objectives for that period can be defined as follows: - Taking up educational, social, and health activities preventing exclusion as well as setting the scene for equal chances for children and the youth; - Creating social safety networks and prevent from of poverty and social exclusion; - Implementing the right to work for everyone, especially for the groups who are in the most difficult situation on the labour market through appropriate macroeconomic policies and employment policy, - Developing the institutional system with a clear division of responsibilities of the central and local governments, opening at the same time the scope for the 19 civic action as well as for subjectifying the users of social services provided both by the state and the non-governmental organisations. At the operational level it is important that Polish policy of social inclusion has to be implemented in co-operation with broadly understood social partners. This implies in particular trade unions and employers’ organisations, non-governmental organisations, local governments, and charity organisations of churches and religious groups. Regardless of the level of affluence and of economic situation the state is not able to implement the goals of this policy without a partnership with these institutions. In this context the following objectives for the coming two years have been determined: - Involving the citizens in social activity, mainly through increasing their participation in the activities of non-governmental organisations and other forms of social work and grassroots initiatives; - Increasing the number of local governments which create local strategies for fighting poverty and social exclusion and then consistently implement them with sensitivity and full involvement. 20 Chapter 3. Social policy instruments This chapter presents actions connected with the policy of social inclusion which will be implemented in 2004-2006. They derive from the priorities defined in Chapter 2 and from the adopted National Social Inclusion Strategy. They are also coherent with the aims defined in the Sectoral Operational Programme for Human Resources Development (SOP HRD) and also in the operational programme: EQUAL Community Initiative Programme (EQUAL CIP). Moreover, these instruments take into account the goals set in the National Action Plan for Women. In 2004-2006 the social inclusion policy will be based on four types of priorities. The first one embraces complex preventive actions, as preventing problems or solving them at an early stage will allow to limit the extent of marginalisation and exclusion in the future. This approach is also the least expensive and the most practical in terms of social policy. It is important to extend special, multifaceted care over mothers with small children and then the children and youth. In particular, it includes monitoring health situation, supporting financially families raising children when needed, granting access to high quality education, and developing instruments for reacting when difficult situations, which the family can not counteract on its own (i.a., lack of the possibility for gaining income, disability, home violence, or addictions), arise. These actions thus embrace mainly the access to the labour market, education, and health service of suitable quality. The second group of actions is related to creating a social safety network through ensuring a system of income support for the poorest and targeted programmes aiming at alleviation of poverty and its effects. It includes providing people threatened with social exclusion with the access to basic social services. In this area the basic actions will concern ensuring the income security to the poorest and requiring support, supporting families or counteracting addictions and social maladaptations. The third group of actions embraces forming a coherent system supporting activation and integration of groups threatened with exclusion or excluded from the labour market. The key element in this case is to ensure synergy between the labour market institutions and social welfare institutions guaranteeing the chance for activation. Moreover it is also important to implement actions supporting the socialisation of people suffering the greatest exclusion (counteracting addictions, home violence, homelessness, and the helplessness syndrome). To the fourth group belong actions for the reform and institutional development of social services and improving co-ordination between them. The actions, mentioned in the following part of this chapter, do not exhaust the whole catalogue, yet in terms of social inclusion policy they are the most important. Priority 1 – Educational, social and health actions preventing exclusion as well as supporting equal chances for children and the youth Action 1.1. Increasing the participation of children in education and equalising educational opportunities In the nearest years the actions will focus on increasing access to education for the following, vulnerable groups: disabled people, youth from the families having difficulties in performing 21 their educational roles, poor people, inhabitants of rural areas and small towns as well as national and ethnic minorities. 1.1.1. Increasing the participation of children and youth in education Equal opportunities in education for children should be fostered by the introduction of the obligation to attend pre-schools for six-year olds from September 2004. Simultaneously, actions will be taken to encourage more frequent participation in pre-schools for younger children. Among others, it is planned to organise within the boundaries of the SOP HRD competitions on alternative forms of pre-school education and checking the readiness of sixyear-olds for school education (conducted under the supervision of specialists from the psychological/pedagogical advice centres). While the period of realization of this programme (at the beginning it will be pilot version), teachers will be commuting to respective villages where they will run classes for 3-5 year old children. The reform of the educational system launched in 1999 and aimed at supporting the accessibility of high quality education for all children shall be continued. So far, i.a., the primary school education has been shortened and lower secondary schools have been established, which gives one more year before making decisions about the process of further education and allows for additional verification of their knowledge after the completion of primary school. The new structure of the education system and the changes in the curricula, i.a. through module teaching are expected to ensure greater flexibility of the educational path and the possibility of returning to education in case of its interruption. In order to increase the accessibility of tertiary education several new mechanisms have been introduced in recent years. The amendments to laws on education and tertiary education from 2003 and 2004 made it possible for tertiary schools to create branches, departments, and didactic centres in small towns. Additionally, the age limit for access to education has been abolished and the graduates of a given specialisation and level of studies, regardless of the form of studies, receive identical diplomas. 1.1.2. Improvement of the quality of education Improvement of the quality of education will be achieved through a number of actions undertaken at different levels of the education system. The most important of them are: – modernisation of vocational training; – introduction of a system of external exams confirming vocational qualifications, – implementing the new provisions in the law on the system of education25, introducing a system for accrediting agencies conducting educational activity in other forms than schools and agencies involved in distance learning. It is planned that a competition will be carried out within the SOP HRD concerning subsidies for schools to finance projects which will develop the students’ basic skills, supporting the youth with learning problems and ensuring education in accordance with the needs of the local labour market. 1.1.3. Development of the scholarship system An important element equalising the opportunities in the access to education will be the system of scholarships in the form of social scholarships, special scholarships for the disabled, subsidies to accommodation and subsistence. Since 1998 the system of loans and credits for 25 The Law of 27 June 2003, amending the Law on the education system and some other laws, Journal of Laws 2003, No 137, item 1304 22 students has been functioning. It is planned to create a system of grants supporting access to education for children and young people coming from poorly developed areas. The programme will be implemented within Priority 2 of the Integrated Regional Operational Programme 2004-2006 (IROP) New legal regulations concerning the labour market have introduced the possibility of obtaining a grant for studying by poor unemployed people under the age of 25. If within 6 months from registering in the labour office the unemployed begins to continue education in a school (lower secondary school, upper secondary school for adults or evening or weekend studies in a tertiary school) they may receive financial aid in the form of a grant from the labour office. The plan for implementing of the National Scholarship Fund directed at poorer students of schools higher than the primary level is under preparation. 1.1.4. Supporting the poorest families in the access of children to education School Layette. The introduction of the programme School Layette addressed to pupils from families in financial difficulties and beginning primary school aims at compensating the differences in starting school among the pupils. The families obtain aid in the form of new textbooks, a backpack, school accessories and an outfit for physical training. In 2004 the programme School Layette is continued by the Ministry of National Education and Sport in the form of the purchase of school textbooks. Moreover, a new money allowance paid as a lump-sum benefit at the beginning of the school year for all the families entitled to a family benefit has been also introduced (by the Law on the family benefits). Textbooks and money grants should be available for all those who are in need of such kind of aid. School lunch programme. According to the Law on social assistance, it is the duty of the communes to provide food for children in need. Since 1996 the central government financially supports the communes in implementing this task by means of the earmarked reserves determined every year in the State Budget law. The amount of this support will be considerably increased. As a result of the co-operation of the state budget, non-governmental organisations and sponsors the aid in the form of school lunches reaches children from poor families. This action will be gradually expanded in 2005 and 2006. 1.1.5. Education of disabled children and youth In order to support the access of disabled children and youth to education special programmes financed by the State Fund of Rehabilitation of Disabled Persons (PFRON): Student (supports gaining tertiary education) and Pitagoras (for the people with impaired hearing which supports their tertiary studies and access to culture) will be continued. Moreover, the disabled who have been awarded a student loan may apply for partial remittance of the loan. If permanent inability to work has been documented, they are entitled for remittance of the whole loan. Steps aimed at removing architectonic, information, communication, social and psychological barriers hindering the access of disabled people to tertiary education are among priority tasks of the tertiary schools defined by the Ministry of National Education and Sport. 1.1.6. Gender equality in education The National Action Programme for Women involves the elimination of all the forms of gender inequality and discrimination appearing in the process of education. The most important actions in this area include: 23 - guaranteeing women and men equal access to education in state schools of any levels and kinds; - introducing the principle of equal status of women and men in curricula, textbooks, and teaching aids at all levels of education; - promoting the principle of equality of women and men in the programmes of teacher advancement and education. Action 1.2. Support to families with children and prevention of family pathology 1.2.1. Helping parents in their care and educational functions National Action Programme for Women includes promotion of the partnership model of the family and thus the principle of the equal treatment of both parents in their educational functions. Care systems will be developed (especially the institutions of daily care) for children and people requiring care, which should also foster women’s economic activity. The non-governmental organisations will play a particular part in running care institutions (nurseries, pre-schools). Such actions are especially important in rural areas where the proportion of children attending pre-schools is far lower than in urban areas. 1.2.2. Support of educational functions through the system of family benefits In 2002, instead of the existing family benefits paid from various sources and on various principles, only two kinds have been introduced: family benefits and care benefits. Family benefits are supplemented with allowances paid in certain situations causing increased costs such as: being a single parent, loss of the right to the unemployment benefits by single parents, childbirth and maternity leave; beginning of the school year; the child’s attending a school away from home, and educating a disabled child. The solutions adopted by the law will be monitored. The corrections which arise thanks to the monitoring will be made after 2004. 1.2.3. Development of prevention in families threatened with pathology In accordance with the new Law on social assistance a strengthening of the system of prevention in child and family care is planned. To that end care and rearing institutions of daily support (including the specialist ones) will be reorganised and promoted. To achieve this end the programme Recreation room, work, and internship - sociotherapy in the rural environment will be implemented from 2005. It will help to create sociotherapy recreation rooms and clubs in rural and rural-urban communes for children and youth from families with alcohol problems and it will support families threatened with pathology. 1.2.4. Development of new forms of foster family care Since it is vital to ensure children deprived, partly or completely, of parental care the possibility of growing up in conditions most similar to the ones found in a family, new forms of foster families will be created. Professional, not related to the child foster families will raise siblings coming from families with many children, socially maladapted children and ill children requiring constant care. Simultaneously, the quality of training for candidates for foster families will be improved. 1.2.5. Counteracting social maladaptation, crime and addictions among the youth The Programme for Preventing Social Maladaptation and Crime Among the Children and Young People has been prepared in co-operation with local government authorities and non- 24 governmental organisations and approved by the Council of Ministers in January, 2004. The programme covers recommended prevention programmes implemented by non-governmental organisations. Moreover, the Ministry of Internal Affairs and Administration will award supplementary means from the public funds and assume patronage over undertakings organised and realised by the non-governmental organisations. The General Headquarters of Police organise workshops for the employees of counselling and prevention centres on the procedures followed in drug-related crisis situations. The police will also continue trainings conducted within the boundaries of the Mini Dublin Group in monitoring undertakings in the sphere of the drug abuse prevention and fighting drug-related crime in Poland. Action 1.3. Improving access to health care Ensuring universal access to health care will first of all require changes in the legislation connected with adjustment of the law to the decision of the Constitutional Tribunal. According to the Tribunal the existing law is not in accordance with the Polish Constitution because it has created a public institution the form of which does not ensure its reliable and efficient functioning, breaks the rules of the rule-of-law in the citizens’ constitutional right of equal access to health care financed by public means due to the fact that the people who do not pay the health care contribution are not entitled to the health care26. Actions in the field of health care policy presented below also derive from the National Health Programme. Moreover, local governments will be obliged to prepare commune, district and voivodship health programmes. These will be the basis for preparing the voivodship health programmes. 1.3.1. General access to health care The systemic solutions adopted in the Law on health care services financed from the public funds27 will give access to health care benefits not only to people covered by mandatory health insurance (as it has been so far) but also to people not covered by it (on obligatory or voluntary basis). The law provides that persons fulfilling the income criteria defined in the Law on social assistance will be entitled to health care benefits financed from the budget funds via the National Health Fund. This task is to be financed from the earmarked subsidy. The law also provides solutions aiming at the improvement of the accessibility and efficiency of basic health care, i.a., through adjusting the number of health care institutions to the number of inhabitants and their health care needs. Provisions relating to waiting for medical procedures (i.e., management of the queue system, informing the public about waiting times) are a new regulation, which makes the system of awarding health care benefits more transparent and may lead to the elimination of existing abuses. The law defines also the scope of health care services financed from public funds by describing the negative basket, i.e. the list of services which will not be financed by the National Health Fund. In the future, a special agency will assess the medical technologies and recommendations if it should be put into the basket. 26 The Sentence of the Constitutional Tribunal of January 7, 2004. Sygn. Akt K 14/03 (Journal of Laws No 5. item 37) 27 As of August 2004, the draft law has been adopted by the Senate and is awaiting the third reading in the Sejm (lower chaimber of the Parliament). It is expected that the law will come into force as of October 2004. 25 Moreover, there are actions in the Integrated Regional Operational Programme, aiming at the improvement of the infrastructure of health care services. 1.3.2. Improving the quality of health services In 2004-2006 the health care contribution will be increasing which means that the financial abilities of the system will also increase. At the same time financial and organisational restructuring of the health care institutions will be carried out and the principles of operation of public health care institutions will be changed. The draft law on public aid and restructuring of public health care institutions regulates the principles of: financial restructuring, developing and implementing restructuring programmes, change of the organisational structure, personnel and property management. Thanks to the transformation of the independent public health care institutions into public utility corporations the ownership supervision of the institutions will improve, which should result in increased efficiency and better financial management as well as improved quality of the health care services offered by these institutions. 1.3.3. Health promotion The state pilot programme Early, multispecialised, complex, co-ordinated, and permanent aid to children threatened with disability, or disabled children, and their families will be implemented. Its aim will be exact, quantitative and qualitative determination of the occurrence of disability among 0 - 7 year-old children and developing concepts and standards of the system of aid for children threatened with disability, disabled children, and their families. The actions undertaken within the National Action Programme for Women will include ensuring women the right to the best physical and psychical health, i.a., through ensuring access to health care services and health prevention and rehabilitation in all phases of women’s life and resulting from their various social roles. An important aim is to conduct the national policy in the sphere of reproductory health concordant with the standards of modern medical knowledge and international legal regulations, therefore an analysis of legal provisions from that perspective is planned. Action 1.4. Preparation of the youth to enter the labour market 1.4.1. Better preparation of the school-leavers to participate in labour market In the coming years a network of vocational counsellors will be created in schools. Through intensified co-operation of schools with the employers the training in vocational skills will become more important. At the same time the qualifications of teachers of vocational subjects will be increased, especially of those connected with the modern information technologies. To improve the chances for the graduates to find a Job School Career Centres (SZOK) will be created in schools. Moreover, within the SOP HRD Measure 1.2 concentrates on projects directed at creating prospects for the youth. 1.4.2. Creating equal access to information and vocational counselling for the youth From September 2004, Mobile Centres of Vocational Information (MCVI) will begin to operate in communes all over Poland. The main aim of the MCVI will be first of all to remove barriers in access to vocational information and to prevent social exclusion of the youth entering the labour market. Everyone who comes to a MCVI will be offered specialist counselling, have the opportunity to learn the principles of functioning on the labour market, 26 undergo specialist vocational predisposition tests. Suitable equipment and a staff training system will ensure services at the highest level. The MCVI will be created and co-ordinated by the Voluntary Labour Corps (VLC), which have been running a cross-national system of aid in the fields of education and vocational action directed at the youth for many years. The Network of MCVI will be organised on the basis of the existing Centres of Education and Labour and Centres of Education VLC. In September 2004, 50 MCVI will be established, including one Central Methodological Centre at the Headquarters of the VLC serving as a substantial centre of innovation and co-ordination of the development of the entire system. The MCVI will consist of groups of 3-4 employees composed of vocational counsellors and labour exchange agents. The counsellors will move across Poland in special cars equipped with computers and technical aids as well as libraries. Altogether the MCVI will employ one hundred counsellors and exchange agents trained in counselling and managing the computer information system. Priority 2. Creating a network of social safety, poverty prevention and social exclusion At present the most important task is to improve the citizens’ social safety net and to counteract social exclusion by guaranteeing stable foundations of the system of social protection, i.a., ensuring the adequacy of future social benefits. Action 2.1. Determining the realistic and socially accepted level of state income support In May, 2004, new principles of determining the income test of social assistance and family benefits were implemented. They are prepared on the basis of the assessment of the actual needs of the families (at the basic level determined for the social assistance and increased level for the families with children to determine the family benefit). Moreover, a principle has been adopted according to which the level of social intervention can not be lower than the minimum subsistence. The social partners have embraced these proposals. The criterion will be verified at 3-year intervals and every time the proposed income limits will be agreed with the Tripartite Commission for Socio-Economic Affairs. If agreement is not reached in the required time the limits will be determined by the Council of Ministers. The analytical work will be continued and the level of social intervention, the minimum income entitling to family benefit, as well as the legally determined minimum subsistence, which is the indicator of absolute poverty in Poland, will be monitored. Action 2.2. Ensuring the minimum guaranteed income In order to ensure the poorest people financial aid in the form of minimum guaranteed income there are granted such financial benefits as follows: financial benefits in the form of a social pension, a permanent benefit and temporary benefit (temporary aid). These benefits are designed for the adults who are completely unable to work because of old age or disability. The benefits are also meant for persons who have been ill or unemployed for a long time and have no possibility to retain or obtain the right to financial benefits from the other systems of social protection. Cash benefits are granted to persons or families whose income per capita does not exceed the legal income criterion. 27 At present it may happens that due to the lack of funds at the disposal of the social assistance a family is refused temporary benefit (due to its optional character). In order to prevent such cases the minimum guaranteed quota of this benefit has been introduced. As the state budget has limited financial possibilities, it was impossible to guarantee the entire due benefit payment but only its part defined as a percentage. The amount of the benefit is calculated by taking the difference between the income criterion determined for the purposes of the Law on social assistance and the actual income. The minimum guaranteed quota will be gradually increased and in consecutive years they will amount to: - in 2004 r. – 15% of the due benefit for a family and 20% for a single person household, - in 2005 r. – 20% of the due benefit for a family and 30% for a single person household, - in 2006 r. – 25% of the due benefit for a family and 35% for a single person household, - in 2008 r. the allowance can not be lower than 50% of the due benefit The benefit is a commune’s own task, subsidised from the state budget in the coming three years. The communes have also been given the right to increase, by means of a resolution, the minimum guaranteed quota of the temporary benefits. Action 2.3. Ensuring income from work There are more and more frequent court decisions connected with withholding the wage by the employers. In such a situation employee became a beneficiary of social assistance. Since 2003 the principles of determining and negotiating the increase of the minimum wage for work have been regulated by law. In the following years analyses concerning the relation of minimum wage and social benefits and correlation of the minimum wage with the situation in the labour market will be conducted. In the year 2004-2006 there will be undertaken complex actions aimed at: - ensuring equal wage for women and men, - preventing withholding wages and social security contributions by the employers, - significant increase in effectiveness of labour court as regards execution of unpaid wages. Action 2.4. Ensuring adequate income in the old age The new mandatory old-age pension system, implemented in 1999, in both its parts: pay-asyou-go and financial funded relates the size of the old-age pension to the accumulated pension capital (at the notional account in the Social Insurance Institution and in the open pension fund OPF, respectively) and to the life expectancy at retirement. First benefits based on the new system will be paid in 2009, yet even at the moment actions for increasing the amount of future benefits are planned in Poland. Firstly, they aim at increasing future pensions of women, through actions leading to extending their working lives. Keeping differentiated retirement ages means that women, due to shorter savings period and longer period of receiving the old-age benefit will have their old-age pensions by 40 to 50 per cent lower than men. Therefore actions in the field of labour law will be undertaken in order to prevent the employers from dismissing women who, despite reaching the minimum retirement age, want and can continue to work. The next step should 28 include gradual equalising the retirement ages for men and women, simultaneously creating possibilities for flexible combination of work and receiving pension. Secondly, new solutions, the aim of which is to improve social safety, are being introduced. In 2004 it is planned to adopt provisions allowing to grant an old-age pension to people who achieved the retirement age but had not managed to accumulate required insurance record because they had been receiving disability pension. Namely, the periods when disability pension was received will be taken into account to complete the required insurance record, if the person applying for the old-age pension is no longer entitled to the disability pension because of regaining the ability to work. Moreover, safeguards for the members of the open pension funds against non-payment of social insurance contributions will be introduced. As a result of the new regulations even if the money from the employer is not paid to the OPF it will be registered at the insurance account in ZUS at the moment of retirement and thus taken into account when calculating the old-age pension. Thirdly, the new system of bridging pensions will be prepared. The pension system reform eliminated possibilities for early retirement within the general scheme for those covered by the new system (born after 1948, who cannot retire before the end of 2006). But, some of those persons will not be able to continue their working career until retirement age, due to special working conditions (for example miners, pilots, engine drivers, fishermen). The bridging pensions will cover those groups, who due to medial reasons cannot work until retirement age. Fourthly, the activities are planned to promote voluntary pension savings. In 2004 the Parliament adopted the new Law on employee pension plans, which to significant extend simplified the possibilities to establish and develop such plans. Another law that has been adopted is the Law on individual retirement accounts, which creates opportunities for individual savings for the old age, supported by the state in the form of the tax on investment returns exemption. Action 2.5. Family benefits In order to alleviate poverty and reduce the growth of income disparities new principles of family policy28 are introduced from May 2004. The new Law on family benefits mainly supports families in their upbringing function. In order to receive the benefit the family does not have to go through background interview, but meet the income test criterion (higher than that of the social assistance). The new solutions are designed to improve the efficiency of the support by addressing family benefits to concrete needs. The efficiency of the family policy should be enhanced by the increase of the benefit size with the age of the child and introduction of preferences for families most threatened with poverty: families with many children, incomplete families, and families with disabled children. As particular importance is attached to the education of children, including the disabled ones, the family benefits should increase the children’s future chances of gaining employment. The Law on family benefits has adopted the principle that from 1 September 2009, the amount of the family benefit can not be lower than 40% of the value of the nutrition basket for a given age group determined by the analysis of the family income support threshold. 28 The Law of 28 November 2003, on family benefits, Journal of Laws of 2003, No 228, item 2255 29 In order to maximise the effects of the new law in 2004-2004 its implementation will be monitored. Action 2.6. Income support for farmers In 2004-2006 the system of structural pensions for farmers will be developed. It is aimed to ensure income until the retirement age is reached for those farmers who sell their farms. Simultaneously, the system will support the generational exchange in the rural areas through taking over of farms by young people well prepared for the work in farming. A similar system of ‘early retirement’ will be created also for the fishermen who lose their jobs as a result of the fishing fleet reductions. Moreover, actions aiming at decreasing the poverty areas in the countryside will embrace: supporting semi-subsistence farms, stimulating agricultural activities in the areas with unfavourable farming conditions, and supporting groups of agricultural producers. Action 2.7. Counteracting the feminisation of poverty In order to reduce poverty among women a systemic and complex analysis of incomes and living conditions of women will be conducted within the National Action Programme for Women and on this basis programmes will be prepared supporting the reduction of poverty among women most threatened with it. Priority 3. Activation and inclusion of groups threatened with social exclusion In 2004-2006 a reform of the labour market and social assistance29 will be implemented. It will introduce instruments aiding people from the risk groups in order to overcome their difficult situations in life, regaining social and vocational activity. Action 3.1. Supporting employment opportunities 3.1.1. Pro-employment actions The most recent regulation30 aims at stimulating the employment services so as to create programmes adapted to the needs of the local labour markets and groups as following: - the unemployed under 25 years of age, - the long-term unemployed, - the unemployed over 50 years of age, - the unemployed without vocational skills, - the unemployed being single parents of at least one child younger than 7 years of age, - the disabled unemployed, 29 The Law of 12 March 2004, on social assistance (Journal of Laws No 64, item 593). The law of 20 April 2004, on employment promotion and labour market institutions, (Journal of Laws 2004 No 99, item 1001) 30 30 The basic programmes fostering access to employment include programmes of vocational activation implemented by local authorities (through public employment services) supplemented by central programmes. The main idea of the law is to increase the activity of the employment services as well as of private employment agencies, training institutions, and the EURES - the European Job Mobility Portal. The stress is put also on increasing co-operation between regional public services (employment services, centres of social assistance, etc.). One of the aims defined in the law is to strengthen social inclusion and solidarity. Great importance is attached to the implementation of active labour market programmes for the long-term unemployed who have difficulties in returning to work. The main actions in 2004-2006 will include: · horizontal actions aimed at employment promotion realised by employment services (labour intermediation, vocational information and counselling, vocational training); · actions directed at groups in a difficult situation on the labour market: - continuation of the programme First Job which aims at supporting school-leavers in their job search; - implementing the programme 50+ supporting vocational activation of older employees; - projects directed at aiding target groups, co-financed from the European Social Fund (within the SOP HRD, in particular Measure 1.5 - CIP EQUAL) in the sphere of social and occupational inclusion and promoting innovative solutions to combat all forms of discrimination and inequality on the labour market. The target groups of Measure 1.5 SOP HRD (Promoting active social policy in support of high-risk groups) are: people threatened with social exclusion, in particular those receiving social welfare benefits for a long time: (people unemployed for over 24 months and in the case of participants in Centres of Social Integration, for more than 36 months, people addicted to alcohol and drugs under medical care, the homeless, former prisoners, refugees having problems with inclusion, disabled people, youth brought up in care and rearing institutions and in foster families); people at the age of 15-24 who: do not study, do not work, and are not registered as unemployed, study in post-primary schools but cause educational problems and have serious difficulties in learning, come from poor background threatened with social dysfunction (including resourceless families getting into conflicts with the law). Moreover, the increase of social inclusion will be also fostered by projects conducted within Measures 1.3 and 1.6 SOP HRD, Counteracting and fighting long-term unemployment and Women’s vocational inclusion and re-inclusion, respectively. The CIP EQUAL projects implemented by so-called Partnerships for Development will focus on solving problems of people in the worst situation in the labour market, both the unemployed and employed ones, within five areas:31: Topic 1/A - Facilitation of entering and returning to the labour market for those who have problems with inclusion and re-inclusion on that market in order to promote a labour market open for everyone; 31 Partnerships for Development within CIP EQUAL will be created by non-governmental organisations, institutions from the public sector and private enterprises in the 4th quarter of 2004 on the basis of applications submitted by 31 August 2004. It is assumed that ca 120 Partnerships will be created which will be realising projects till 2008. 31 Topic 2/D - Strengthening the state social economy (the third sector), especially the services for local communities and improvement of workplace quality; Topic 3/F - Supporting the skills of enterprises and employees for adaptation to the structural changes in economy as well as using IT and other new technologies; Topic 4/G - Reconciling family and working life and re-inclusion of men and women who have left the labour market by implementing more flexible and effective forms of organisation of work and accompanying services; Topic 5/I - Aiding social and occupational inclusion of persons applying for the refugee status. 3.1.2. Supporting the employment of the disabled The basic action in this sphere is to give the disabled the opportunity for social and occupational rehabilitation by gaining or regaining the skills necessary for taking up employment32. The fundamental forms supporting mainly the process of social rehabilitation is the participation of these persons in occupational therapy workshops and rehabilitation camps. Moreover, it is possible to make use of intermediate forms, i.e., creating sheltered jobs, e.g., in social enterprises and sheltered workshops, i.e., units combining employment of disabled persons with their social rehabilitation. To support employment the employers can obtain financial support to cover the costs of creating or adapting jobs and the cost of labour (mainly the social security contributions) connected with the additional costs of employing persons of limited capabilities. Moreover, support is given to the disabled who start a business through loans, financing credit interest rates or financing part of the social security contributions. In 2004-2006 special programmes: Junior (supporting vocational activation of disabled school-leavers), Telepraca (programme supporting employment of disabled people in jobs using the IT), Ku Nowoczesno ci (supports maintaining the jobs of the disabled, helps their employers in implementing quality systems and obtaining a suitable certificate of quality determining their presence on the EU market). Additionally, Vocational and social inclusion of the disabled people is an action included in the SOP HRD (Measure 1.4). Disabled people are also one of the target groups within the CIP EQUAL topics. 3.1.3. Access to lifelong learning In 2004-2006 the government will be implementing the Strategy of lifelong learning till 2010. The strategy includes, i.a., to extend the tasks of the Centres for Practical and Lifelong Learning and also to strengthen their technical and didactic base. The reformed Centres for Practical and Lifelong Learning will be implementing such statutory tasks as: - organising and running courses, counselling, and consultations; - organising workshops and vocational training; - organising and conducting exams; - publishing textbooks, handbooks and didactic materials. 32 Actions concerning the disabled will be realised on the basis of regulations on employment promotion and also of the new Law on employment and occupational and social rehabilitation of the disabled, which is being currently prepared by the government. It is going to replace the existing legal provisions in this field. 32 The centres will be co-operating with the labour offices, enterprises, and social institutions. In order to make the programmes more accessible, actions will be taken up to encourage institutions which offer fora of lifelong learning to adapt to the needs of their users and to develop individual training programmes. The amendment of the Law on the educational system will be implemented in the following years. The law provides legal foundations for the development of: - an accreditation system for educational and training institutions (public and non-public); - distance learning (extramural education) creating opportunities for social groups threatened with exclusion (e.g., inhabitants of rural areas, disabled people). According to the law amending the educational system, currently under preparation, the institutions providing lifelong learning will be obliged to collect and provide suitable information to the created for that purpose institutions registration system. The ESF will finance a competition for the preparation of a guidebook on the accreditation procedures of non-school institutions of lifelong learning. Increasing the participation of adults, including the disabled, in the programmes of lifelong learning is an important element improving the chances of finding work. To support these actions the employers may create training funds. The Law on employment promotion and labour market institutions includes provisions for creation of such funds. The programme of vocational re-orientation of people leaving agriculture will be organised within Priority 2 IROP. Moreover, the SOP HRD has taken into account Measure 2.1 Increasing the access to education - promotion of lifelong learning. It will also be possible to realise within the CIP EQUAL projects aiming, i.a., at increasing the access to lifelong learning. 3.1.4. Women’s economic activity In order to eliminate women’s discrimination in employment and working conditions in National Action Programme for Women 2003-2005 promotion of knowledge on the employees’ rights, educational activities in the scope of women’s non-discrimination in wages and monitoring of the observance of legal regulations will be undertaken. Another action will consist in abolishing gender segregation and labour market segmentation understood as women’s indirect discrimination. Those programmes will be aimed at fighting against the stereotypes in career choices and kinds of jobs done by women and men. Moreover the equality of the proportion of women and men occupying decision-making posts will be promoted. Therefore trainings for women on vocational promotion will be stimulated, and women will be encouraged to start careers in non-traditional spheres, especially those connected with science and technology. In co-operation with social partners actions to increase the employers’ and employees’ awareness of equal treatment of women and men on the labour market will be undertaken. Numerous actions to increase the employment opportunities of women through training and re-training programmes, concerning especially women who have been unemployed for a long time, single mothers, disabled women, and women living in rural areas, are also foreseen. Actions broadening women’s access to knowledge, efficient vocational training, counselling services, and labour exchange will be undertaken. Incentives concerning women’s enterpreneurship will be supported. Access to knowledge on legal provisions, loans, training and counselling in business will be extended. 33 Projects in this sphere may be financed within Measure 1.6 Women’s inclusion and reinclusion in labour market SOP HRD And Topic 4/G CIP EQUAL. Action 3.2. Social economy Activities in this field focus especially on a greater social cohesion and solidarity. The criterion of profit plays, in the case of social economy, a less important role, giving way to actions for social and occupational re-inclusion of vulnerable groups. 3.2.1. Social employment In the framework of a Law on social employment33 the most vulnerable groups are: - mentally disabled, - unemployed without work for longer than 24 months, - released from penal institutions and who have difficulties in inclusion, - refugees realising individual integration programmes, - addicted to alcohol and who have completed a psychotherapy programme in a rehabilitation centre, - addicted to drugs and other psychotropic substances and who have completed a therapy programme, - homeless realising individual programmes of moving out of homelessness. The process of re-inclusion focuses on participation in the sessions at the Centre of Social Integration then through work on the supported labour market, and finally through the return to the ‘open’ labour market and taking up business, finding employment, or running a social co-operative. It is planned that within Topic 2/D CIP EQUAL 12 Partnerships for Development will be created. Their aim will be to Support the creation and development of the Polish model of social economy including support for social employment and social cooperatives. 3.2.2. Social co-operatives34 Social co-operatives can be organised by the unemployed and other persons threatened with social exclusion (according to the Law on social employment) and by the disabled (as defined by the Law on occupational and social rehabilitation and employment of the disabled). Running a social co-operative is simplified in comparison to ordinary co-operatives, moreover, the state aid can be taken advantage of (i.a., from the Labour Fund). It is foreseen that a support system for the newly created social co-operatives will be adopted and comprehensive legal provisions on social co-operatives understood as non-profit enterprises will be adopted. 33 Social employment regulated by the Law on social employment of June 13, 2003, (Journal of Laws of 2004, No 122, item 1143). According to the law social exclusion is a situation when persons ‘due to their situation in life are not capable of satisfying their basic life needs by means of their own efforts and are in a situation causing poverty and preventing participation in occupational, social and family life.’ 34 Social co-operatives have been introduced in the Polish system of social policy by the Law on promoting employment and labour market institutions (Journal of Laws of 2004, No 99, item 1001) which changed the law on co-operatives from 1982, (Journal of Laws of 2003, No 188, item 1848) introduced in Title II Division V ‘social co-operatives’ (articles 203a – 203d) defining the principles of creating and functioning of the social cooperatives. 34 Action 3.3. Access to social housing 3.3.1. The programme for moving out of homelessness In 2004-2006 the programme Homelessness, which was being implemented till 2004 in cooperation between the non-governmental sector and the state administration, will be assessed and expanded. The aim of the programme is to counteract homelessness by realising tasks in this field by non-governmental institutions chosen by the central administration through an open competition. The programme allows the centres and organisations to offer the homeless many kinds of aid: from providing night’s lodgings, food, clothing, to medical, legal, and psychological aid as well as various forms of social and occupational activation of people suffering from prolonged homelessness and those threatened with eviction. 3.3.2. Programme of building flats for people requiring social aid One of the main aspects of social inclusion is to ensure people suitable living conditions. In 2004-2006 programmes of social housing35, will be implemented. Their aim is to give financial support to the communes in building, reconditioning or restructuring houses, adaptation of houses and conversion of other buildings into houses, so as to obtain apartments, night’s lodgings or homes for the homeless. Support through granting the right to live in a protected apartment will be available in particular to people with psychological problems, people raised in foster families, juvenile care centres, juvenile correction centres, and refugees. Such apartments are to provide accommodation for people who, due to their difficult life situation, age, disability, or illness need help in daily life but do not require day and night care. After the piloting period a systemic Law on social housing, regulating the standards of respective types of houses, building of social houses, and their use will be prepared and adopted. The second part of the programme entails actions directed at people threatened with loss of accommodation due to financial reasons. Action 3.4. Support for the elderly 3.4.1. Development of community support In 2004-2004 forms of care alternative to the stay in social assistance houses, such as local care services, are expected to develop. The communes are given incentive to seek other forms of care for people needing support by the obligation to participate in the costs of maintenance of inhabitants of social assistance houses. 3.4.2. Care insurance With the demographic changes the role of the local care support of elderly people will be growing. It is necessary to create systemic provisions defining stable principles of financing these benefits. In 2005 work will begin on the preparation of solutions in respect of care insurance, which may be adopted in 2006 and implemented by 2007. 35 The law of 29 April 2004, on the financial support for creating social housing, lodging houses and homes for the homeless. The governmental programme of building flats for people requiring social aid adopted in July 2003. 35 Action 3.5. Legal protection of discriminated persons This item is supported by the Minister of Justice in co-operation with the police. The General Headquarters of Police will continue to co-operate with the non-governmental organisations in order to offer aid in the following spheres: - protection of children – victims of crime (together with the Nobody’s Children Foundation); - issuing the Polish Charter of the Victim’s Rights (together with the National Forum for Victims of Crime); - co-operation with social organisations in the work with the victims of rape and family violence. The Programme of Aid for the Victims of Crime, is currently prepared under the auspices of Ombudsman and the Minister of Justice in co-operation with the Minister of Internal Affairs and Administration. The National Action Programme for Women provides for targeted action thanks to which knowledge on the international instruments of human rights protection will be disseminated. It also envisages the active participation of Poland in international projects concerning equalising opportunities. The main aim is to safeguard the observance of the principle of women’s equality and non-discrimination in the national law and respecting it in practice. Other actions will be directed at eliminating unequal treatment in all the spheres of law. They will deal with the sphere of social insurance and retirement and with monitoring the implementation of the principle of gender equality in court decisions. Actions will be also taken in order to develop the knowledge of law on equal treatment of women and men, especially among the people working in state administration. Moreover, actions directed at preventing and eliminating violence among women will be conducted. Under the project Promotion of anti-discrimination provisions of labour law (SOP HRD Measure 1.6) a number of comprehensive information materials is to be prepared. Action 3.6. Refugee inclusion Although the group of foreigners gaining the refugee status in Poland is quite small the phenomenon will have a tendency to increase. In this connection it has been planned to specify the ways of realisation and monitoring of the refugee inclusion process. Inclusion concerns only these refugees who are not married to a Polish citizen. The aid extended to the refugees has the form of training, language teaching, health insurance, adaptation in the society and work. It is implemented as a part of individual programmes of integration agreed by the refugee and the poviat centre for family support. The individual programme defines the duration of the inclusion process, the amount and forms of the aid depending on the situation of the refugee and their family. Moreover, the refugees are one of the target groups of Measure 1.5 SOP HRD and Topics of CIP EQUAL (Topic 5/I entails, i.a., adaptation of the aid system to the needs of the persons applying for the refugee status in the scope of learning the language, vocational training, information about the culture, rights and duties as well as employment opportunities; strengthening the state institutions and non-governmental organisations implementing the state policy on the aid to people applying for the refugee status, and transfer of good solutions in this respect thanks to supra-national co-operation). 36 Action 3.7. Integration of national minorities In May 2004, Council of Ministers accepted National Action Plan on Counteracting Racial Discrimination, Xenophobia and Related Intolerance. Within this programme, that is implemented in cooperation with government authorities and non-government organisations, the actions will be undertaken in area of education, legislation and some of preventive nature. There will be also researches conducted that would describe the scale of xenophobia and racism, including anti-Semitism. In Poland, the problem of exclusion of national and ethnical minorities mainly touches Roma community. Due to that, there will be intensive actions undertaken that are aimed at inclusion of this group starting from 2004. The actions result from Program for the Roma Community in Poland that was accepted on 19 August 2003 by Council of Ministers36. Minister of Internal Affairs and Administration co-ordinates the programme, but local governor and Minister of National Education and Sport will supervise the process of programme implementation, respectively in scope of regional tasks and education. The following organisations are involved in the programme: central and local government institutions (especially communes), NGOs including Roma NGOs and representatives of Roma Community. In order to avoid some disagreements, the poorest persons, who are nonRoma origin but live in local community, are also included in the programme. The programme covers 8 scopes of actions: - counteracting unemployment [mainly through trainings, vocational counselling], - health condition improvement [mainly though health promotion, encouraging women to monitor pregnancy, employment of environmental nurses of Roma origin], - living conditions improvement, particularly housing condition of Roma community [mainly through apartments renewal, development of sanitary and technical installation, in kind support], - security of Roma community improvement [counteracting ethnical crimes and cases of discrimination], - improvement of level of education, in particular among Roma community [mainly through increase of school graduation indicator, employment of teachers and assistants that would support education of Roma children, purchase of school accessories, funding some scholarships, complex actions that covers cooperation with parents and specialists like educator or psychologist], - Roma integration through civil education, - assistance in maintaining Roma ethnical identity and Roma culture development, - improving knowledge about Roma society among non-Roma majority, that leads to improvement of Roma-image and to change of negative stereotype in polish society. Programme realization is foreseen until year 2014 with the possibility of continuing. Programme will be financed mainly from the state budget resources (earmarked reserve in the state budget was activated in May 2004) supported with local governments and NGOs resources. 36 Most of the actions within the program was tested during realization of Pilot Government Program for the Roma Community in the Małopolska Province for the Years 2001-2003 and will be continued during countrywide program. 37 There were also other initiatives undertaken, like Strategy of Lithuanian Minority Education Development in Poland that was prepared and accepted in 2002. National minorities are also one of the target groups within Community Initiative Programme EQUAL areas (CIP EQUAL). Action 3.8. Inclusion of former prisoners The Main Council for Social Re-adaptation and Aid to Prisoners has been established by the President of the Council of Ministers, and the Minister of Justice is ex oficio the President of the Council. The Council, being the opinion-giving and advisory body for the Minister, coordinates the co-operation of the state bodies and representatives of the society in preventing crime, executing court decisions and providing aid. The Council is planning to organise in 2004 programmes of broadly understood education as well as conferences of governmental and local government bodies dealing with social re-adaptation of convicts. The Minister awards financial support for the post-penitentiary aid fund which supports institutions fostering integration of former prisoners. The Ministry of Justice and the Central Board of Prison Service are updating the database of all non-governmental organisations actually and effectively co-operating with the penitentiary system in social re-adaptation of the convicts (today there are several hundred such organisations in Poland). The information is made available for regional courts and judges in criminal courts. The non-governmental organisations will be informed, through the Ministry of Justice, about the possibilities of implementing financial projects with the help of the European Social Fund (mainly Measure 1.5). Former prisoners are also one of the target groups of CIP EQUAL and Measure 1.5 SOP HRD. Priority 4. Development of social services and their co-ordination Action 4.1. Development and reform of social services 4.1.1. Development and integration of social services The high rate of unemployment of mainly structural character and the resulting risk of social exclusion demand actions tailored to the needs of respective groups threatened with the risk of high unemployment and low employability. The employment services play a basic role in supporting employment of these groups. Their actions are co-ordinated by the local government authorities and must be supported by the social services, rehabilitation actions undertaken by the social security institutions and the PFRON. Activities planned in 20042006 include: - reform the public employment services, including development of the vocational advisory network, especially for the disabled; - support for institutions of social assistance (including non-governmental organisations); - building Centres of Social Integration and developing social employment on the basis of the Law on social employment adopted in 2003. Actions taken within the Sectoral Operational Programmes Restructuring and modernisation of the food sector and Development of rural areas are an important element contributing to the decrease of open and hidden unemployment in rural areas. The actions planned in them entail organising training, agricultural counselling, diversification of agricultural and para- 38 agricultural activities in order to ensure variety of actions, and facilitating young farmers’ start at work. Moreover, a new integrated system of educating social workers, employees of public employment services and services aiding the disabled at the higher vocational level in state Colleges for Social Service Workers will be introduced. Additionally, a joint system of continuing education for the social service workers will be established. 4.1.2. Development of the social assistance services In the sphere of social assistance services it is currently important to foster the active cooperation of the social workers and the people and families, which would result in actual prevention and counteracting of problems. It would also increase the independence of these people and their chances to move out of poverty. It has been assumed that by the end of 2010 there will be one social worker per 2000 people. Moreover, it is necessary to increase the importance of the social worker as a professional, working towards fuller social inclusion of poor and socially excluded people. To that end a draft law on the profession of the social worker will be prepared, which is supposed to increase the prestige and efficiency of the work done by this group. In the future social workers will not be limited to the organisational units of state social assistance services, but will also work in units of non-public social assistance. This means that the standards of performance of broadly understood social work should be improved. Activities directed at these aims are taken into account in SOP HRD (Measure 1.5) and the Community Initiative EQUAL. 4.1.3. Improvement of accessibility and quality of social work The social assistance system currently introduces such activating elements as social contracts. The contracts define the rights and duties of a person applying for the aid and the duties of the social worker, which will help to overcome the difficult situation in life and facilitate a person’s (or a family’s) moving out from the group of recipients of social asssistance. The introduction of social contracts should be accompanied by attempts of the local authorities to employ an increasing number of better prepared social workers. This a prerequisite for the improvement of the effectiveness of social assistance in fulfilling such functions as prevention and activating poor and socially excluded people. Action 4.2. Development of social services enabling social inclusion 4.2.1. Civic information The Law on social assistance imposed on the districts the own task of providing information about rights and entitlements. This task should be implemented mainly by non-governmental organisations. According to the National Social Inclusion Strategy by 2010 all the communes will be covered by a network of civil information centres. The programme of the network development will be implemented in 2005 and 2006. It is also planned to implement a project that would give full access to current legal acts through the Internet. 4.2.2. Access to law Many people cannot afford legal services on account of their high costs. The costs are driven mainly by the limited access to the professions and corporatism, particularly in the case of legal advisers and attorneys. As a result, the costs of their legal services are quite high. However, the price of legal advice depends greatly on the region – it is most expensive in Warsaw, but more affordable in other places. 39 In order to support access of the less affluent population to legal advice, several policies are in place. A citizens'legal guidance system was created in order to improve access to the legal system. The Citizens'Advice Centres operate within the guidance system and provide information on rights, eligibility and tasks. In every Polish Court there are attorney services, which are free of charge and provide the citizens with basic information on the law. In the event of settlement, the person in financial hardship has a possibility to take a barrister without any charge. Furthermore, for such a person there is an opportunity to repay the costs of the Court case. Another way of improving access to the legal system is the fact that every Court case concerning labour law is free of charge for citizens. It is necessary to take up actions for promoting the citizens’ access to information on the law. Difficulties in the access to unified texts of legal acts and systems of legal information result in the decline of legal culture in the society and the citizens’ distrust in the state. 4.2.3 Creating the information society One of the priority tasks realised by the Ministry of Science and Information Technology is the implementation of the Strategy for IT Development of the Republic of Poland - e-Poland, 2004-2006. One of its aims is to prevent social exclusion by ensuring technical possibilities of participation in the information society for the people from the ‘middle generation’ requiring training, and for the disabled. The main methods used to that end are e-learning, promotion of tele-work, implementing good practices at the national, regional, and local levels. Another task is the implementation of the Ikonka programme, which is to ensure the citizens cheap, easy and common access to the Internet by organising centres of public access to the Internet, the so-called Internet reading rooms, in every commune (e.g. in libraries and commune cultural centres). The Polish Internet Library (PIL) will also be created. It will facilitate access to knowledge for the inhabitants of small towns, villages and regions distant from the academic and cultural centres, and also help students and researchers to compile required bibliographies. PIL will allow the Poles living abroad to keep contact with this country, its traditions and culture and the rich literary and scientific heritage. Since 1992 the Ministry of National Education and Sport has been running programmes aimed at introducing computers in schools: an Internet centre in every commune (1998-1999), an Internet centre in every lower secondary school (1992-2002), an Internet centre in every school (since 2002). The latter will be continued so as to provide the broadest possible access to the Internet to children and young people at every level of education (in 2002 more than 60% of schools had computers and this proportion was growing). The aim of this action is to achieve the similar percentage of schools with computers as that of the EU countries. Improving the IT qualifications of teachers of all subjects is an important element of this process. In 2004-2006 the governmental programme National action plan for broadband access to the Internet 2004-2006 will be conducted. The programme is meant to increase by at least 300,000 the number of users of broadband access to the Internet and result in acquiring access to the Internet by 43,900 schools, libraries and higher schools, especially in rural areas. Moreover, one of the aims of the CIP EQUAL is to include people threatened with social exclusion in the development of the information society. 4.2.4. Access to culture The middle term aims in the sphere of culture at the national level are determined in the National Action Plan for the Development of Culture 2004-2013, which will foster balanced 40 development and support culture in the regions. From the point of view of social inclusion the priorities of this strategy consist in the promotion of reading books and supporting the sector of books and publishing houses as well as protection of cultural heritage including the protection and restoration of historical monuments. Since 1999 the burden of conducting cultural policy has been the responsibility of the local government administration. Due to the financial status of these units numerous shortcomings can be noticed in the implementation of tasks connected with the development of culture. As a result, there is an observed decrease of the number of cultural centres, especially in rural areas. In order to prevent cultural degradation of rural areas and small towns, the Minister of Culture will continue to extend financial support to activities and cultural events organised in these areas by commune and district local governments and local government cultural institutions, regional and folk societies. The Minister will also support the purchase of books for the libraries, equipment for museums and regional societies. It will be done through targeted subsidies from the state budget as well as income from the surcharges on stakes in games of chance, being the monopoly of the state. Targeted subsidies will also be assigned to support financing such incentives as: reducing architectural and communication (including telecommunication) barriers, promotion and providing access to cultural assets to the disabled, running libraries of spoken and Braille books for the blind and those with impaired eyesight. These actions are also supported by programmes for the disabled realised on the basis of the PFRON resources. One of them is the Papirus programme, which is to support publications for the disabled, making it possible for people with dysfunctions to participate in social, professional, cultural and artistic life, integrating these people and removing the existing psychological barriers (the programme will have been implemented by the end of 2004). Actions supporting cultural activities of national and ethnic minorities will be conducted (including festivals, panel discussions, publishing books, magazines, organising concerts, competitions, etc.). Such support is awarded to the non-governmental organisations of the Ukrainian, Belarussian, Lithuanian, Czech, Armenian, German, Russian, Slovakian, Jewish, Tartarian, Karaite, Lemkan, and Roma minorities. 4.2.5. Revitalisation of urban areas The activities aimed at social integration include also some tasks connected with socioeconomic revitalization of urban areas. The state policy has to fight against unfavourable phenomenon such as degenerated urban space and arising of areas of high poverty rate, which could be spatially separated37. Both the renovation of housing resources and municipal infrastructure, as well as the support of social solidarity and cohesion on the areas in the risk of degradation should be priorities of revitalization policy. The continuation and broadening the coverage of revitalization programmes is planned38. The programmes are aimed not only at renovation of buildings and municipal infrastructure (replacement of water-supply, gas fittings, renovation of facade of buildings and flats, pavements, roads, street lamps), but also at creation of new workplaces 37 Warzywoda – Kruszy ska, in „Children poverty phenomenon versus the risk of social exclusion in the future. Poverty map – the site and the scope of poverty among children in Lodz Voivodship”, Institute of Sociology in Lodz University. 38 Revitalization programmes are realized among others in: Bytom Bielsko-Biala, Glogow, Krakow, Plock and also in Jaworzno (Pieczyska district). Special attention should be paid to the project of revitalization of both Stare Bronowice and Kosminek districts in Lublin. During the conference HABITAT II in Istanbul, United Nations Center for Human Settlements (UNCHS) deemed this project as the best practice. The project was realized by City Office in Lublin together with Revitalisation Forum, consultants from Harvard and IRS Institute from Erkner (Germany) and National Fund of Environment Protection. 41 (which will arise a few hundred), social services (donation of non-industrial structures to nongovernment organisations and the use of its part for the back of social work place) and transport (including common access to Internet). Programmes of revitalizations can be financed through the sources under Integrated Regional Operational Programme (IROP). 4.2.6. Access to transport The deterioration of transport infrastructure in Poland as well as the observed increase of transport costs are the main reasons of limiting the labour force mobility in Poland. This factor hinders activation of the unemployed. The Strategy for Transport Infrastructure Development for 2004-2006 includes actions in order to improve the accessibility of the main urban complexes in Poland which are important centres of economic growth; assist in the development of regions, improve the safety in transport. These actions will be financed through the sources of the Cohesion Fund and within SOP-Transport. They will be complemented by actions at the regional level through activities envisaged in IROP. In further years (2007-2013) actions will be taken in order to increase labour force mobility by determining the strategy of creating a transport network helping to undertake work away from the place of living.39 Organising and subsidising regional transport performed as a public service duty belongs to the own tasks of the voivodship local government and the financing of these tasks is determined in the state budget law on an annual basis. This means that all actions fostering new important transport links in a given region or urban complex depend on the incentive of the local government or regional authorities. Action 4.3. Co-ordination and evaluation of actions in the sphere of social inclusion 4.3.1. Creating a system of programming and evaluation of the national policy on social inclusion It is planned that the regulations for creating, implementation and assessment of actions in the sphere of counteracting poverty and social exclusion, as well as that of social inclusion (on similar principles as the solutions with respect to the National Action Plan for Employment) will be established starting from 2005. The new provisions should define the principles of preparing consecutive national plans for social inclusion and their evaluation, determining at the same time the principles of social assessment of these programmes and the progress achieved in the priority actions. Actions will be launched to establish of a National Observatory of Poverty and Social Exclusion as an independent group of scientific institutions financed from the public funds is planned. The task of the observatory will be on-going analysis of indices concerning social exclusion, which are the basis for actions fostering social inclusion. 4.3.2. Programming of local social policy The Law on social assistance has imposed on the communes and districts the task to elaborate and implement from May 2004, commune and district strategies of solving social problems with particular attention paid to programmes of social assistance, prevention and solving alcohol and other problems in order to foster inclusion of particularly endangered people and families. 39 This was reflected in the Premises for the National Plan of Development for 2007-2013 adopted by the Council of Ministers. 42 Self-governing voivodships (regions) have been assigned the task to elaborate, validate and implement the voivodship strategies in the sphere of social policy, which is an integral part of the development strategies of voivodships embracing in particular programmes devoted to: fighting social exclusion, equalising the opportunities of the disabled, social assistance, prevention and solution of alcohol problems, co-operation with non-governmental organisations. The district programmes should be consulted with the communes and the voivodship programmes with the districts. By 2010 in all communes, districts, and voivodships should implement their local strategies. To this end in 2004 and 2005 integrated promotion and educating actions will be conducted in order to support local governments in the independent elaboration of local strategies. Additional support and the plane for coordination of actions should be provided by projects within the boundaries of CIP EQUAL where an active part should be played by the local government organisations. 43 Chapter 4. Institutional arrangements 4.1. The way of creation of the National Action Plan on Social Inclusion 2004 - 2006 A special Working Group has been appointed for the elaboration of the National Action Plan on Social Inclusion 2004 – 2006 (NAP). The group consists of representatives of the Ministries, which the scope of activities cover the social inclusion problem. The Ministry of Economy, Labour and Social Policy (since May 2004 – the Ministry of Social Policy) played the leading role. The co-operation established between the institutions resulted in obtaining necessary information concerning the mobilization of all relevant institutions for the combat of social exclusion. The Working Group for NAP co-operates with the Task Team for Social Reintegration, appointed in April 2003 by the Minister of Economy, Labour and Social Policy in order to create the National Social Inclusion Strategy. In May 2004 a conference was organised, launching the process of social consultations of the document. The conference participants included representatives of Ministries composing the Working Group for NAP and representatives of the local government and non-governmental organisations. Representatives of the European Commission and an expert from Finland were also present. The expert presented the Finish experience connected with the preparation of the NAP/Inclusion. In the conference also participated representatives of the media in order to disseminate information and raise public awareness as to the continuing process of European social integration and related activities undertaken in Poland. In June 2004, the Ministry of Social Policy announced a competition for „Example of Good Practice”. Social partners, who have been able to plan and organise tasks serving social inclusion, were encouraged to participate in competition by the Ministry. The best initiatives were presented in the last chapter of the National Action Plan on Social Inclusion 2004-2006. Social consultations of the document were continued with the use of a web site created especially for this purpose. The web site was devoted first of all to the National Action Plan on Social Inclusion 2004-2006, but the information there concerned also the European dimension of social inclusion process and the elaboration of the Joint Memorandum on Social Inclusion. 4.2. Profile of the third sector in Poland After the dynamic development in the middle of the 1990s, the size of the non-government sector diminished40. After 1989, 94.9% of the currently functioning organisations were created, and 26.5% of them are less than 3 years old. In 1995, as many as 13% of Poles belonged to a non-governmental organization, while in 2002 it was only 10%. According to recent surveys of the non-government sector, almost 42 thousand non-governmental organisations are registered in Poland, the majority takes the form of associations. Basing on the data from the KLON/JAWOR41 survey, only 58% of all foundations and associations 40 Data contained in chapter 4 cover non-governmental organisations according to the so-called narrow definition (excluding trade unions, political parties, parents’ committees, religious associations or voluntary fire brigades). Data on the basis of the survey conducted on a representative sample of non-governmental organisations, carried out in 2002 by the KLON/JAWOR Association „Organisations of Social Welfare – Statistical Profile”. 41 The KLON/JAWOR Association is an organization studying and supporting the non-governmental organisations and other public initiatives. 44 operate actively, 10% of the organisations have discontinued activity and are in the course of registering-out or have discontinued activity in practice, while the lot of 30% organisations have not been established. They may be barely active or not active at all. The results of the survey show that the greatest number of organisations act in such spheres as: sport, recreation, tourism, leisure – 36.5%, while 4.6% organisations deal with social welfare, mutual aid and charity. According to surveys of the Central Statistical Office in 2001 19% of income of non-governmental organisations derived from public sources (comparing to 24% in 1997), considerable and growing is the income from individual donations (10.3%), while donations of enterprises decreased from 8.3% in 1997 to 6.2% in 2001. A very important source of income of the non-profit sector in Poland is the so-called own income (60.4%), including mainly business activity income (30.4%). Non-governmental organisations are based on the work of volunteers. As much as 46.5% of organisations hired no employees who were remunerated for their work. Above 1/5 of organisations engage from 1 to 5 employees and 18.9% - more than 5. In the survey conducted by KLON/JAWOR 17.2% of non-governmental organisations pointed out that social welfare, mutual aid and charity compose one of three main fields of activity, while 4.3% indicated this sphere as the primary one. The majority of organisations dealing with poverty and combating social exclusion (73%) signalised problems with obtaining financial means necessary to carry out activity. Without regular financial means these organisations are not able to build and implement long-term strategies of operation. The highest percentage of organisations working in the social welfare sphere has at its disposal a budget of circa 10 thousand – 100 thousand PLN (37.6%) and the second highest proportion is composed of non-governmental organisations with a budget of between 1 thousand and 10 thousand PLN (25.1%). Almost a third of income of these organisations stems from public funds (governmental and from the local government) and the remaining part – from contributions and donations. Organisations dealing with the promotion of social inclusion generally operate outside the nearest neighbourhood. They do not refuse aid to anybody, regardless of the cause of the problem, but they also do not seek persons being in need of aid. Amongst these organisations, only 27.6% belonged to a union at the national or regional level and only 6.8% - at the international level. Besides existing non-governmental organisations, churches and religious associations are important institutions offering assistance to the poor. Beneficiaries treat them as donators of goods and not as a source of financial aid (allowances). Recipients of aid of churches and religious associations make use of the assistance occasionally and receive mainly clothes, food and medicaments. To sum up the activity of the third sector, it could be stated that: - non-governmental organisations actively contribute to combating poverty and social exclusion, not awaiting financial profits in exchange for this activity, - despite dynamic development of the non-government sector at the beginning of 1990s, at present the organisations develop at a slower pace than the business and government sectors, - the pace of development of the third sector is not sufficient comparing to the needs of recipients of aid, - amongst the organisations there is reluctance to associate, although such attempts are slowly beginning to appear (e.g. WRZOS - Working Community of Associations of Social Organisations, National Federation of Non-governmental Organisations), 45 - absence of social dialogue in every-day life contributes to lower activity of the third sector in Poland than in the EU countries, - the attitude of the public authorities of different levels, the mass-media and the business world to non-governmental organisations is not always favourable, - lack of mutual co-ordination of activities between organisations, which constitutes an important problem of the entire third sector, - lack of social awareness connected with the need of development of social activity, - non-governmental organisations operate effectively despite scarce financial resources. 4.3. Institutional possibilities of horizontal and vertical co-operation The following laws and agreements regulate co-operation of all social partners. a) The law on public benefit organisations and volunteerism of 200342. Before the law entered into force, the co-operation of non-governmental organisations with the public administration and the local government at different level was not determined by a uniform document. Until this moment, only some institutions had had co-operation programmes with nongovernmental organisations. The cited law regulates co-operation between public administration bodies and nongovernmental organisations, which should be based on partnership, subsidiarity and sovereignty of parties, effectiveness, fair competition and transparency. The law regulates issues concerning: running public benefit works by non-governmental organisations, using this activity by public administration bodies in order to execute public tasks, obtaining the status of a public benefit organisation and its functioning, supervising public benefit organisations, functioning of the Public Benefit Works Council and volunteerism. The law imposes the obligation of co-operation of the public administration with non-governmental organisations in the sphere of public tasks. The Ministry of Social Policy is responsible for the creation of conditions for development of non-governmental organisations, volunteerism and other entities running public benefit works, as well as for the co-operation of the public administration with the third sector. By virtue of the law, the Public Benefit Works Council was created – an advisory and subsidiary body of the Ministry competent in social security. Tasks of the Council include, inter alia, expressing opinions on issues concerning application of the law, giving opinions on government draft legal acts concerning public benefit works and volunteerism, gathering and analysing information on conducted inspections and their results. Moreover, the Council may provide assistance in cases of dispute between the public administration bodies and public benefit organisations, and may inform on standards concerning carrying out public benefit works. The Council is intended to be a new forum of social dialogue. The Council consists of 10 representatives of public administration bodies (government and local government) and 10 representatives of non-governmental organisations, unions and agreements and religious organisations, whose statutory objectives comprise carrying out public benefit activity. The law regulates also the volunteer’s status and states that a volunteer is entitled to medical allowances as provided for in the provisions on general insurance. A volunteer may work 42 The law of 24 April 2003 on public benefit organisations and volunteerism (Journal of Laws No 96, item 873). 46 according to the rules defined in regulations on public benefit organisations and volunteerism and at the same time he may have the status of an unemployed person. Moreover, the law introduces the possibility for individual to transfer 1% of for public benefit organisations. A taxpayer may decrease up to 1% of the due income tax and transfer this amount to the account of a chosen organization. The above transfer should be shown in the tax return declaration sheet. For the first time, transferring of 1% of the tax was possible in 2004 (in the tax return declaration for 2003). Admittedly small organisations had no money for promotional actions, but estimates indicate that 3% of taxpayers made use of this possibility, which gave non-governmental organisations the amount of 10 million PLN. b) The law on social employment of 200343 regulates the way of creation and functioning of the Centres for Social Inclusion (CSI). These are the places where vocational and social reintegration takes place. They were designed for people threatened by social exclusion with hardly any chances on the labour market, low vocational skills or even lack of these skills (more information: Chapter 3.2.1. Social employment). The Centres may be created by mayors, presidents of cities, public benefit organisations and since June 2004 also by nongovernmental organisations. Except the vocational education, the task of CSIs is training people to perform their social roles, and teaching how to manage the household budget. Activity of the Centres will be financed from donations coming from own incomes of communes and also from the European Social Fund, Sectoral Operational Programme – Human Resources Development 2004-2006. The Priority 1.5 foresees supporting vocational and social inclusion of groups at particular risk. It should be stressed that social employment implements assumptions of the European Employment Strategy. c) The law of 20 April 2004 on employment promotion and on labour market institutions regulates the rules for creation of local partnerships as institutions implementing initiatives of labour market partners. They are created to carry out tasks specified by the law and supported by the local government bodies. The law also regulates the principles for entrusting local government institutions, non-governmental organisations, trade unions, organisations of employers and commercial employment agencies with tasks of public labour services. The rules are analogous to those specified in the law on public benefit works. The Law on employment promotion and on labour market institutions also enlarged the size and role of employment boards as well as advisory and consultative institutions dealing with the labour market problems. Representatives of non-governmental organisations and science authorities can be members of the employment boards. d) Social dialogue system is based mainly on dialogue in the sphere of collective employment relations and socio-economic policy i.e. the traditional dialogue with the participation of trade unions, organisations of employers and public authorities. The most important institutions in that area are the Tripartite Commission on Socio-Economic Affairs (operating at the national level) and the Voivodship Commissions for Social Dialogue (regional level)44. Moreover, entities with advisory voice and representatives of social organisations may participate in the work of the Commission . Recently, also representatives of consumer organisations and of the unemployed were invited as observers. Tasks of the Voivodship Commissions for Social Dialogue include carrying out social dialogue in order to keep social peace enabling sustainable development of a given region. In addition, in December 1994, the Council of Ministers appointed the Centre of Social 43 The law of 13 June 2003 on social employment (Journal of Laws. 2003 No 122, item 1143) The law on the Tripartite Commission of 6 July 2001, Journal of Laws 2001 No 100, item 1080, (amended on 18 December 2002, Journal of Laws 2002 No 240, item 2056) 44 47 Partnership „Dialog” and obligated the mayors of regions to promote the idea of the social dialogue on the local government territories and to monitor social tensions in the regions. In order to activate representatives of local government to participate in the social dialogue and to establish institutional co-operation between government and local government, a Joint Commission of the Government and Local Government has been appointed. It is an opiniongiving body and also the entity to solve problems concerning the political system and the local government activity. Members of the Commission are representatives of all Ministries and two representatives from every local government corporation. 7 permanent and 2 temporary task teams have been created to ensure more efficient operation of the Commission. In a democratic society, non-governmental organisations are a good basis for the development of local societies as they gather the most active and sensitive to social affairs representatives. It is indispensable to incorporate non-government entities into the system of the functioning of a commune/district/voivodship as an equal partner. In this connection the former Ministry of Economy, Labour and Social Policy in co-operation with the Public Benefit Works Council elaborated the document „Rules for the creation of the co-operation programme of local government units with non-governmental organisations and with entities mentioned in art. 3 (3) of the law of 24 April 2003 on public benefit organisations and volunteerism”. Moreover, in accordance with the Law on employment and occupational and social rehabilitation of the disabled 45 the National Consultative Board for Persons with Disabilities has been appointed as a consultative body of the Government Plenipotentiary for Persons with Disabilities. It constitutes a forum of co-operation for the benefit of the disabled and its scope of activities includes, i.e. presenting proposals of activities aiming at inclusion of the disabled in the society and solutions designed for satisfying the needs of the disabled deriving from the fact of their disability. The National Consultative Board for Persons with Disabilities comprises representatives of the government administration, local government and nongovernmental organisations. The term of office of the Board is four years. What is more, since 2000 the Partner programme has been in operation, supporting tasks implemented by organisations acting for the benefit of the disabled. Within the framework of the programme, there are agreements aiming at undertaking comprehensive activities in the range of rehabilitation, training, therapy, assistance in access to employment, culture and sport for the disabled, members of their families, carers and volunteers engaged in the process of the disabled rehabilitation. The programme is to be implemented until 2005. Increasing activity of the non-governmental organisations in the sphere of culture can be noticed. The activity of these organisations partly compensates for the worsening condition of the public sector of culture. The range of their activity is very wide – from running and supporting libraries, recreation rooms to organization of concerts, festivals, artistic events, contests, performances etc. As an active tool of rehabilitation, the organisations often focus on disfavoured groups, children and youth from pathologic families and the disabled. 45 The law of 27 August 1997 on employment and occupational and social rehabilitation of the disabled, Journal of Laws No 123, item 776, as amended 48 Besides the above-mentioned bodies and institutions there is a number of initiatives mobilising the business world to combat poverty and social exclusion. To this end the Responsible Business Forum was created – the first organisation in Poland which co-operates with 13 strategic partners, develops new programmes, promotes good practices and encourages other enterprises to include activities of responsible business in the overall business strategies. Example of good practice. UNDP (United Nations Development Programme) PARTNRESHIP FOR PLOCK In 2002, during the work on updating of sustainable development strategy of City of Plock, partnership cooperation in Plock was initiated. For 8 months, the ‘Forum for Plock’ that brought together over 40 local organisations mainly from businesses sector, some non-governmental organisations, local government and inhabitants, cooperated together to create vision of city development by the year 2012. They also worked on the establishment of indicators to monitor progress of putting defined priorities into practice. The problems, identified during the meeting, were reflected in Updated Sustainable Development Strategy (adopted by City Council). There were described present problems that slow down city development and some actions were proposed to enable Plock development. Other, equally important effect, was to give opportunities of dialog among partners that have never cooperated with each other, but from that moment they want to share responsibility for development of their city and region. In the agreement with members of ‘Forum for Plock’, PKN ORLEN (biggest Polish oil company, operating in Eastern Europe), the City of Plock and Levi Strauss (jeans clothing factory) created Trust Fund with amount of 1.3 million PLN. Financial resources are distributed among non-governmental organization in Plock to finance projects that cover some actions from city sustainable development strategy. Within the first edition of the contest (in 2003) 33 awarded projects received subsidies from Trust Fund (on total amount of 385000 PLN) and among these 14 projects counteracting social exclusions. Activities concentrate mainly on helping ill persons, elderly, children and youth from dysfunctional families and disabled. Within the second contest edition, partners decided to support Forum with additional resources on amount of 1.1 million PLN. The Fund will be administrated by UNDP until may 2005. After that time local institution will take over management responsibilities. UNDP would like to put pilot project, initiated in Plock, into practice in other cities of Poland as common mechanism of local plans on sustainable development realization. Similar programmes have been already started in 6 cities: Ostrow Wielkopolski, Wloclawek, Walbrzych, Olsztyn, Tarnow and Nowy Sacz. Trust Fund for Plock is the solution of the problem of financing the activities that are heading for sustainable development of the city. It is local initiative that engages local sponsors, policymakers and beneficiaries of non-governmental programmes. One of the most important Forum’s aim is to increase capacity of Plock nongovernmental organisations, which deal with the improvement of inhabitants’ life quality. The Academy of Philanthropy deals with the promotion of social dialogue, especially in the relation non-governmental organisations – business world. The Academy’s objective is to develop civil society, able to co-operate in a group, and to bring out the possibilities which are hidden in society. The competition „Philanthropist of the Year” intensifies the dialogue and 49 understanding between the business sector and non-governmental organisations. This contest promotes social engagement of companies in Poland. Moreover, in May 2004, the Commissioner for Civil Rights Protection announced the 6th edition of the competition for the Best Civil Initiative of the Year – Pro Publico Bono. The idea of the contest is to disseminate ethic standards of social behaviour formed on the basis of freedom, social solidarity and self-governance as the main rules of the civil society. The competition supports civil initiatives arising from the rank-and-file, realised voluntarily, from the feeling of civil responsibility and using non-public means. These initiatives have to be open and accessible for any person in need. Development of co-operation with non-governmental organisations in order to create an efficient mechanism of collaboration for the benefit of the equal status of women and men is included in the National Action Programme for Women. This Programme operates also on the principle of substantial and financial support of the non-governmental organisations acting for the implementation of the gender equality principle. e) Promotion of the participation of the excluded persons in activities for social inclusion focuses mainly on new possibilities connected with the law on social employment. Participants of the programmes run by the Centres for Social Inclusion (CSI), after completion of therapy may become employees of the Centres. It is at the same time a way out from the social exclusion level to other excluded persons assistance. According to the principles of the Community Initiative EQUAL, it is important that the excluded have influence on the project already at its initial stage and further at the stage of implementation and evaluation. The principle of engagement of excluded groups is used in order to strengthen capacity of these groups to influence issues, which are of interest to them. It is worthy mentioning that volunteers who work for the benefit of the poor are at the same time either the recipients of the programme of the non-governmental organisation or the members of such a organisation (e.g. programme „Bread and life” in organisation MARKOT). f) Evaluation of the co-operation With the implementation of the act on public benefit organisations and volunteerism , the cooperation between non-governmental organisations and public administration acquires new importance. In the nearest future this co-operation will improve mutual relations between these sectors. At the central level, the Ministry of Social Policy is the main partner for non-governmental organisations dealing with poverty problems. Participation of non-governmental organisations was also taken into account in the National Strategy on Social Inclusion, where representatives of non-governmental organisations participated in the Task Team on Social Reintegration and chaired all working groups. Organisations of the third sector most frequently mention municipal and communal authorities as co-operation partners (frequency of contacts of non-governmental organisations with communes – 46.2%)46. It happens that common action programmes are elaborated, an example of which is the Communal Programme of Coming out of Homelessness and Counteracting Social Exclusion for the town Cieszyn for the years 2003-2008. In this 46 Frequency of contacts has been defined in numbers on the basis of the questionnaire prepared by the KLON/JAWOR basing on the question: „How often do you contact the above institutions: often, rarely, no contact.” In the same questionnaire there was the question „How do you evaluate the above-mentioned contacts: good in general, neither good nor bad, bad in general”. There is a relative convergence between the frequency and quality of contacts, as it is not always possible not to contact the local government when the local authorities themselves initiate the contact. 50 programme three entities are visible: municipal authorities, Association for Inclusion and Supporting the Family „Be together” and the Mutual Aid Foundation „Boat” from Cieszyn. Organisations dealing with social problems generally positively evaluate relations with the Catholic Church and church related institutions (relations generally good – 73.1%). The worst co-operation was in the case of the business sector representatives (frequency of contacts – 16%, evaluation: bad – 10.7%) and with organisations and political parties. Also co-operation with other non-governmental organisations was not so good. 82% of organisations had no contact with any institution responsible for preparing Poland for EU membership47. 4.4. Challenges for the future and planned activities engaging all social partners in combating poverty and social exclusion Action 1. Creation of the strategy for development of the non-government sector In June 2004, a draft of the assumptions for the National Strategy of the Third Sector Development in Poland, which constitutes the framework for the elaboration of this government document, was presented. The objective of the strategy is to develop social awareness concerning the functioning of the civil society, increase participation of the society in activities of non-governmental organisations and strengthen the third sector. The strategy should also lead to financial and institutional strengthening of the non-government sector. In the Public Benefit Works Council operates the Permanent Task Team on Co-operation of the Public Administration Bodies with Non-governmental Organisations, which will consult the strategy at every stage of its creation. Tools implementing objectives of the Strategy include, i.e.: instruments in legal acts, EU structural funds, the 3-year Government Programme Fund for Civil Initiatives. New challenges for the improvement of activities of the third sector in Poland: - overcoming vertical and horizontal communication barriers through promoting solving conflicts with assistance of social partnership and social dialogue, - creating rules and principles improving opportunities for the association of nongovernmental organisations and consequently strengthening their co-operation, - creation of the so-called umbrella organisations in order to achieve greater influence power by the dispersed sector of non-government organisations, - strengthening the tradition connected with social consultations of documents created by the government, - building a stable mechanism of analysing the situation of the third sector in Poland. It is important to propose directions of its development and engagement of the business sphere in combating social exclusion, - improvement of the co-operation between the non-governmental organisations and the local governments at the local level, as regulations at the central level will not improve this co-operation as much as good will shown by both parties. 47 Data on the basis of the survey of a representative sample of the non-governmental organisations, carried out in 2002 by the KLON/JAWOR Association „Organisations of Social Welfare – Statistical Profile”. 51 Action 2. Promotion, training and monitoring of the non governmental organisations Raising public awareness concerning the role and principle of the social dialogue is a continuous challenge, as the results of public opinion polls show, that these rules are not commonly known. The objective of the government and local government should be the improvement of the social dialogue, not only at all levels of the authority but also between representatives of the third sector, the business sector and the Church. In order to engage all social partners in combating poverty and social exclusion, a competition has been announced concerning promotion, training and monitoring in the scope the law on social employment. At the same time a competition for monitoring of the law on public benefit organisations and volunteerism has been announced. Due to the fact that the law on social employment is a new regulation for institutions dealing with vocational and social reintegration problems so far, there is a need to appoint, through a competition, an institution which would undertake monitoring in the range of creation and activity of the first Centres for Social Inclusion (CSI) in Poland in a certain period of time. Promotion and support of the creation of social co-operatives in the sphere of social economy is covered by a separate competition. An additional element of the competition is scholarship support for non-governmental organisations willing to present their achievements on the Second European Forum of Social Economy in Cracow. In the years 2003 - 2006 the Institute of Public Affairs implements projects „Building a friendly legal and social environment for non-governmental organisations– KOMPAS”. To this end, the Institute carries out monitoring of tax and legal provisions, elaborates and publishes legal and strategic evaluations and organises seminars. Implemented monitoring actions are the reaction to the great need for analysis of the situation of the third sector. Action 3. Creation of structural bases for supporting the non-government sector An integral element of the creation of the National Strategy of the Third Sector Development in Poland will be the 3-year Government Programme Fund for Civil Initiatives (FCI) accepted by the Council of Ministers and created to fulfil the following objectives: - - creation of conditions for the development of non-governmental organisations through adequate usage of legal, financial and institutional instruments for functioning of the third sector in co-operation with the public administration and the business sector, financing civil initiatives undertaken in order to: o support activities initiated by the non-governmental organisations in the scope of realisation of public tasks, o develop the co-operation between the non-governmental sector and the public sector, o support activities of the non-governmental organisations enabling them the utilisation of the UE funds, o support activities concerning development and integration of the nongovernmental organisations, - promotion of good practices, model solutions in the scope of functioning of the subsidiarity principle, standards of co-operation, forming a democratic social order. The amount of 90 million PLN from the national budget will be assigned for the implementation of the FCI Programme for the years 2005 – 2007. 52 Taking into consideration: - introduction of unfavourable provisions into the law on VAT, which prevented branches of organisations having no legal personality from tax liabilities accounting, - accepting some categories of donations granted to organisations as turnover, what qualifies for the VAT taxation, - introduction of the top limit of donations deducted from the tax for individuals at the level of 350 PLN, which considerably limits income from more wealthy donators, in the situation when these donations compose the main source of financing of organisations, steps are being taken in order to change these legal regulations. The hitherto regulations considerably raise the costs of the organisations’ functioning or in the unjustified way limit the financial receipts of the organisation, which negatively influences implementation of the entrusted tasks. 53 Chapter 5. Examples of Good Practices The best initiatives described in this chapter have been chosen through a competition announced by the Ministry of Social Policy. The competition was directed to organisations, who implemented programmes aiming at social inclusion of groups or communities experiencing poverty and social exclusion problems. All of the chosen examples present innovative approaches to combating poverty and social exclusion. They focus on active assistance to the excluded or those at risk of social exclusion. Each of the mentioned practices is of different territorial range and addresses different groups in need of support. Practice 1. Duet – Readaptation of the imprisoned through work with disabled youth Name of the organization/institution Social Assistance House in Cracow Period of programme Since August 2002, continuation Institutions implementing the initiative Social Assistance House in Cracow and Custody in Cracow Programme beneficiaries Intellectually disabled people, residents of the Social Assistance House aged 3-34 and people for the first time convicted Main objectives of the programme: - Rehabilitation of the imprisoned, addicted to alcohol and penalised for the first time through work as volunteers with the intellectually disabled, - Counteracting marginalisation of the disabled by enabling them to contact the society from outside the Social Assistance House, - Establishing social and emotional relations between both groups, - Counteracting the isolation and monotony of lives of both groups, - Breaking social barriers and stereotypes concerning both the image of a prisoner in the society and the possibilities and skills of the disabled. Programme implementation: - Prisoners are chosen for work in the House according to the strict criteria. Before starting work, they participate in specialist training, - The initial period of the prisoner’s work consists in getting acquainted with the House’s residents. During the first two weeks, the work of the sentenced person is supervised by an employee of the House, - During the further stage, the prisoner’s work is taking care of the disabled, nursing and cleaning-up activities, Work of the prisoners in the Social Assistance House takes place 5 days a week from 7 a.m. to 3 p.m. and the average work period of one sentenced person is 3-5 months. All prisoners have civil liability and accident insurance. 54 Results of the programme: - 31 prisoners have participated in the programme so far, - Through work with the disabled people prisoners have learned patience, acceptance of their own shortcomings and weaknesses as well as humility. In the evaluation questionnaire most of the prisoners indicated total abstinence after leaving the prison as a positive result of the programme, - Since April 2003, two participants of the „Duet” programme left the Custody in Cracow and were employed in the Social Assistance House as carers of the disabled. Practice 2. Protection of biological diversity – The usage of activities from the range of widely understood ecology as a form of social readaptation and reintegration Name of the organisation/institution Readaptation Centre of the Association Solidarni “Plus” EKO „School of life” in Wandzin Period of programme Since 1999, continuation Area of the programme Area of the Czluchowski administrative unit Programme beneficiaries Directly – 120 inhabitants of the Centre (HIV/AIDS patients, drug addicts, the unemployed, the homeless) Indirectly – the unemployed from the Czluchowski administrative unit Main objectives of the programme: - Connecting two important issues: activities for the protection of biological diversity with social and vocational reintegration leading to the reduction of the increasing problem of unemployment and social exclusion among such people as the unemployed from the entire Czluchowski district, inhabitants of the district living in poverty, people suffering from AIDS, HIV infected, the homeless or drug addicts, - Enabling patients to function outside the Centre, - Promotion of the Pomorskie voivodship, - Involvement and co-operation of the local society, particularly the unemployed from the district as well as the local government during project implementation, - Protection of the environment. Programme implementation: - Comprehensive assistance (social, medical, therapeutic, legal and psychological) for people infected with the HIV virus, suffering from AIDS and addicted to drugs, - Building 4 cottages and implementation of the programme for the homeless rehabilitation, - Building a hospice ward for 30 people suffering from the Alzheimer disease, - Organisation of holiday camps for children from the rural areas of former state farms, - Green farming on the area of 14 hectares as the source of good food for patients and as the work-place for the unemployed inhabitants from the district, - Cultivation of plants and breeding of animals in danger of extinction. 55 Results of the programme: - Since 1999, in the framework of the programme, 98 people from the Czluchowski administrative unit have found employment in the Centre, - 30 people per year are employed on a permanent basis or in the framework of public or intervention works, - 300-400 farms have been covered by the project „Protection of biological diversity”, - The number of the unemployed has decreased from 8000 to 6500 thanks to the cooperation with the Centre in Wandzin, - The establishment of a social co-operative (basing on fruit processing), which would hire 15 socially excluded persons (the unemployed, the homeless, drug addicted, HIV infected), is planned, - The transfer of different crops to about 500 individual farmers and institutions all over Poland is planned until 2006. Practice 3. Brochure – Searching for missing persons among the homeless Name of the organisation/institution ITAKA Foundation for the Assistance to Those Affected by the Problem of Missing Persons Period of programme From 2000 to 2003, continuation Area of the programme The entire Poland Programme beneficiaries Directly – missing persons, homeless people, unidentified persons Indirectly – families of the missing persons Main objectives of the programme: - Organising searches and assistance to families in searching for missing persons, - Comprehensive legal aid, psychological assistance and support for families of the missing persons, - Informing the public on the missing persons problem, - Reintegration of the persons found with the family. Programme implementation: - After declaration about person’s missing, a database is created, which is verified by the General Headquarters of Police, - Preparation of a brochure with data and a photograph of the missing person, - Sending the brochures to all institutions providing assistance to the homeless all over the country (homeless shelters, canteens for poor, Social Assistance Houses), - After finding a missing person, providing him/her with psychological support in order to prepare them for the home return. Results of the programme: - Sending annually 4-12 thousand brochures with photographs of the missing persons to homeless shelters, canteens for poor, Social Assistance Houses all over the country, 56 - 100 persons have been found out of 450 published photographs, (in next editions 12, 14, 31, 32 persons), - The edition of two series of brochures per year is planned in the future. Practice 4. Lending library of school textbooks for children Name of the organisation/institution Catholic Association Civitas Christiana in Zabrze Period of programme Since the school year 2002/2003, continuation Area of the programme Zabrze and the neighbouring towns Programme beneficiaries Children from families in a difficult financial situation Main objectives of the programme: - Equalisation of educational opportunities of children from families with many children or in a difficult financial situation, - Prevention of exclusion and alienation of children from families affected by poverty, - Increased involvement and integration of local societies, creation of social solidarity. Programme implementation: - Families in a difficult financial situation may borrow school textbooks free of charge for the period of the entire school year in the lending libraries, leaving a small deposit to be paid back on return of the textbooks, - 95% of textbooks come from public collection (4000 volumes), 3% is purchased and 2% come from donations of educational publishers, - Free transport of textbooks from schools to the lending library site is provided by one of the taxi corporations. Results of the programme: - Every year the statistical family borrows more textbooks, - In the school year 2003/2004, the offer was expanded and textbooks for upper secondary schools were launched. There is also the possibility for adult person, who takes up learning in order to complete education, to borrow some textbooks., - In the school year 2002/2003, 350 families were provided with the assistance, in the school year 2003/2004 textbooks were lent to 524 families. 57 Annex 1 Notes: EU-15 – The 15 Member States of European Union (EU) EU-25 - The 25 Member States of EU NMS10 – 10 New Member States of EU NAT – currency, in case of Poland - in zloty PPS – Purchasing Power Standard, the artificial common reference currency unit used to express the volume of economic aggregates for the purpose of spatial comparisons in such a way that price level differences between countries are eliminated EUR – currency, in euro hh – household PL - Poland Table 1 Total employment rate (age group 15-64, by gender ), in % Total Men 1999 2000 2001 2002 2003 1999 2000 2001 2002 2003 1999 EU-25 61,9 62,4 62,8 62,8 62,9 70,9 71,3 71,3 71,0 70,8 52,9 EU-15 62,5 63,4 64,1 64,2 64,3 72,0 72,8 73,1 72,8 72,5 52,9 NMS10 59,0 57,4 56,6 55,8 55,8 65,6 63,6 62,5 61,7 61,6 52,6 PL 57,6 55,0 53,4 51,5 51,2 64,2 61,2 59,2 56,9 56,5 51,2 Source: Indicators for monitoring the Employment Guidelines, 2004/2005 Compendium. 2000 53,6 54,1 51,4 48,9 Women 2001 2002 2003 54,3 54,7 55,0 55,0 55,6 56,0 50,8 50,1 50,2 47,7 46,2 46,0 Table 2 Total unemployment rate (by gender), in % Total Men 1999 2000 2001 2002 2003 1999 2000 2001 2002 2003 1999 EU-25 9,2 8,7 8,6 8,9 9,0 8,0 7,6 7,6 8,0 8,3 10,7 EU-15 8,7 7,8 7,4 7,7 8,0 7,5 6,7 6,5 6,9 7,3 10,2 NMS10 11,8 13,6 14,5 14,8 - 10,9 12,6 13,7 14,2 - 12,9 PL 13,4 16,4 18,5 19,8 19,2 11,8 14,6 17,1 19,0 18,6 15,3 Source: Indicators for monitoring the Employment Guidelines, 2004/2005 Compendium. Women 2000 2001 2002 2003 10,2 9,8 9,9 10,0 9,2 8,6 8,7 8,9 14,8 15,5 15,6 18,6 20,2 20,7 20,0 Table 3 Total long-term unemployment rate [12 months or more], by gender, in % 1999 2000 2001 2002 2003 5,8 7,6 9,3 10,8 10,7 Men 4,5 6,1 7,9 9,7 10,1 Women 7,4 9,3 10,9 12,2 11,5 Source: Indicators for monitoring the Employment Guidelines, 2004/2005 Compendium. 58 Table 4 Total unemployment rate (by age and gender), in % Age IQ Less than 24 25 – 34 35 – 44 45 and more Source: BAEL, CSO 2003 IV Q Unemployment rate in % 46,5 41,1 21,7 19,4 17,7 15,7 14,1 13,7 45,9 21,7 16,6 15,4 2004 IQ +/- comparing to I Q 2003 IV Q 2003 - 0,6 4,8 0,0 2,3 - 1,1 0,9 1,3 1,7 Table 5 Youth unemployment ratio (by gender), in % Total Men Women 1999 2000 2001 2002 2003 1999 2000 2001 2002 2003 1999 2000 2001 2002 2003 EU-25 8,4 8,2 8,1 8,2 8,1 8,5 8,3 8,3 8,6 8,6 8,3 8,1 7,8 7,7 7,7 EU-15 8,1 7,4 7,0 7,2 7,3 8,1 7,3 7,1 7,5 7,7 8,1 7,5 6,9 6,8 6,9 NMS10 10,0 11,3 12,3 12,1 - 10,7 12,1 13,2 13,0 9,3 10,6 11,4 11,1 PL 11,0 13,7 15,6 15,7 14,8 11,3 13,9 16,2 16,9 16,0 10,7 13,4 15,0 14,5 14,7 Source: Indicators for monitoring the Employment Guidelines, 2004/2005 Compendium *total unemployed young people (15-24 years)as a share of total population in the same age bracket. Table 6 Unemployment rate (by education level), in % IQ Education level 2003 2004 IQ IV Q +/- comparing with Unemployment rate in % Tertiary Vocational1) General secondary Basic vocational Lower secondary, primary and less than primary 1) with post-secondary Source: BAEL, CSO III Q 2003 IV Q 2003 6,7 18,1 23,7 25,3 7,7 16,9 22,9 23,5 7,1 18,6 22,8 25,3 0,4 0,5 - 0,9 0,0 - 0,6 1,7 - 0,1 1,8 28,0 26,0 30,1 2,1 4,1 Table 7 Employment and unemployment gender gap [the difference in employment rates and unemployment rates between men and women in percentage points] Employment rate gap 2000 2001 2002 2003 EU-25 17,7 17,0 16,3 15,8 EU-15 18,7 18,1 17,2 16,5 NMS10 12,2 11,7 11,6 11,4 PL 12,3 11,5 10,7 10,5 Unemployment rate gap EU-25 2,7 2,6 2,2 1,9 1,7 EU-15 2,7 2,5 2,1 1,8 1,6 NMS10 2,0 2,2 1,8 1,4 PL 3,5 4,0 3,1 1,7 1,4 Source: Indicators for monitoring the Employment Guidelines, 2004/2005 Compendium. 1999 18,0 19,1 13,0 13,0 59 Table 8 Disabled persons by level of disability in 2002 (by gender and by place of residence) Legally disabled persons , total Disabled persons aged 16 or more; Level of disability: Severe Moderate Minor Unknown Disabled persons aged 15 or under who have a right to receive nursing benefit Persons disabled only biologically; Disabled: Total 4450139 Men 2186483 Women 2263656 Urban 2650571 Rural 1799568 4315045 2109425 2205620 2571731 1743314 1064844 1426665 1571661 251875 460297 713928 814373 120827 604547 712737 757288 131048 638305 911319 917592 104515 426539 515346 654069 147360 135094 77058 58036 78840 56254 1006572 381737 624835 562533 444039 Entirely 123971 44150 79821 71610 52361 Severely 882601 337587 545014 490923 391678 Source: National Census Data 2002 Notes: persons legally disabled - they were granted disabled status officially, persons biologically disabled only - they face significant incapacity to perform basic functions. Table 9 Laeken indicators on the social situation in Poland NAT EUR 1.Mean equivalised disposable income 2. Risk-of-poverty threshold (illustrative values) 1 person hh 2 adults 2 dep. children Total 0-15 0-64 16+ by age and gender ! 16-64 16-24 25-49 50-64 65+ NAT EUR PPS NAT EUR PPS Total M F Total Total M F Total M F Total M F Total M F Total M F Total M F Total M F 2000 11103,7 2770 5132 5760 1437 2662 12096 3018 5590 16 16 16 22 17 17 16 14 14 14 15 16 15 19 19 18 16 16 15 11 12 10 8 5 9 2001 11662,0 3176 5233 6090 1659 2733 12790 3483 5739 16 16 15 22 17 18 16 14 15 14 15 16 15 19 19 20 16 17 15 10 11 9 7 4 9 2002 11915,1 3089 6165 1598 12946 3356 17 17 16 23 18 19 17 15 16 14 16 17 16 21 21 20 17 17 17 11 13 10 7 4 8 60 4. Risk-of-poverty rate by most frequent activity by gender Total Total (a) Of which: At work (b) Of which: Salary/wage employees (c) Of which: Self-employed Total (d) Not at work (e) Of which: Unemployed (e) Of which: Retired (f) Of which: Other inactive All hh no dep. childr. 1 person hh 1 person hh <65yrs 1 person hh 65+ 2 adults no dep. childr. 5. Risk-of-poverty rate by household type Other hh no dep. childr. All hh with dep. childr. Single parent 2000 14 14 14 11 12 10 7 8 5 20 20 21 17 18 17 38 41 36 9 9 9 20 20 20 9 14 22 12 18 11 9 2001 14 15 14 11 12 10 7 9 6 20 19 21 17 18 16 37 39 35 8 7 8 19 19 19 10 12 19 10 16 9 9 2002 15 16 14 12 13 10 8 10 6 20 20 21 18 19 17 38 39 36 8 7 8 20 21 20 10 13 21 10 18 9 10 7 9 8 10 19 9 19 10 20 26 11 13 30 22 10 14 33 24 11 16 33 19 18 19 : : : M 16 16 16 F WI = 0 0 < WI < 1 WI = 1 WI = 0 0 < WI < 0.5 0.5 <= WI < 1 WI = 1 16 : : : : : : : 16 : : : : : : : 18 : : : : : : : Total M F Total M F Total M F Total M F Total M F Total M F Total M F Total M F Total M F (both < 65) (at least one 65+) (at least 1 child) 2 adults 1 dep. child 2 adults 2 dep. childr. 2 adults 3+ dep. childr. Other hh with dep. childr. Total 6. Risk-of-poverty rate by tenure status (a) Owner or rent-free (b) Tenant All hh no dep. childr. 7. Risk-of-poverty rate by work intensity of the household All hh with dep. childr. Total 61 8. Dispersion around the risk-of-poverty threshold (by gender ) 9. Risk-of-poverty rate before and after transfers by age and gender (a) 40% of median (b) 50% of median (c) 70% of median Total 0-15 16+ (a) before all transfers 16-64 65+ Total 0-15 (b) including pensions 16+ 16-64 65+ Total 0-15 10. Persistent risk-ofpoverty rate by age and gender 16+ 16-64 65+ 11. Persistent risk-ofpoverty rate (50% threshold) by gender 12. Risk-of-poverty rate anchored at a point in time by gender Total Total Total Total M F Total Total M F Total Total M F Total M F Total M F Total M F Total Total M F Total M F Total M F Total M F Total Total M F Total M F Total M F 2000 5 9 10 9 24 47 46 48 41 49 47 50 43 42 44 85 85 84 30 31 30 36 29 29 28 30 31 29 19 17 21 : : : : : : : : : : : : : 2001 5 10 10 10 24 48 47 49 42 50 48 51 44 43 44 86 88 85 31 31 30 36 29 30 28 31 32 30 19 16 21 : : : : : : : : : : : : : 2002 6 10 11 10 24 50 48 51 44 51 50 52 45 44 46 86 87 85 32 32 31 37 30 31 29 32 33 31 18 16 20 : : : : : : : : : : : : : Total : : : M : : : F : : : Total : : : M : : : F : : : 62 Total 0-15 13. Relative median risk-of-poverty gap by age and gender 16+ 16-64 65+ 14. S80/S20 quintile share ratio 15. Gini coefficient 16. Regional cohesion 17. Long term unemployment share by gender 18. Long term unemployment rate by gender 19. Very long unemployment rate by gender 20. Persons living in jobless households 21. Early school-leavers not in education or training by gender 22. Persons with low educational attainment 23. Life expectancy at birth by gender Total M F Total Total M F Total M F Total M F 2000 22 22 21 23 21 22 20 22 22 21 15 15 15 2001 23 23 23 24 22 23 21 23 23 23 14 14 14 2002 23 23 22 25 22 22 22 23 23 22 14 14 14 4,7 4,7 4,8 30 6,9 30 7,2 31 7,3 Total M F Total M F Total M F Total M F 7,6 9,3 6,1 9,3 10,9 7,9 - - - - 7,9 6,0 9,7 10,8 12,2 9,7 - 7,6 5,6 9,5 - M 78,00 7,38 78,78 F 69,74 70,21 70,42 24. Self-defined health status by income level Note: Laeken indicators: Results of 3rd Round, (Data request 12/03/04), Indicators mandatory for New Member States, TYPE 2 As Type 1 but including income-in-kind Source: CSO, provisional data 63 Table 10 Proportion of people below the poverty threshold fixed at the level of the minimum of existence (subsistence minimum) 1996 1999 2002 % of population 4,3 6,9 11,1 7,0 17,4 Socio-economic group 3,2 4,7 8,5 household TOTAL Urban Rural Employed Employed on private farms in agriculture 5,4 9,2 Farmers 5,9 13,3 Own-account workers 0,7 3,2 Pensioners and retirees 3,9 6,1 Retirees 3,6 Pensioners 10,1 Population maintained from non-earned sources 21,0 28,4 Biological type of household Married couples without children 1,3 Married couples with 1 child 2,6 Married couples with 2 children 4,3 Married couples with 3 children 11,1 Married couples with 4 or more children 22,3 Single parent with dependants 9,8 Source: Living conditions, CSO 2003 11,7 7,5 18,0 8,6 14,2 16,7 4,5 9,9 5,9 16,4 14,8 17,5 7,2 10,4 6,4 17,2 32,4 34,0 2,3 4,6 8,6 17,4 37,1 13,4 2,4 5,4 10,2 17,9 41,6 13,0 Table 11 Poverty in Poland Poverty threshold Laeken threshold (60% of median equivalised disposable income) 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 Proportion of population living below the poverty threshold - Relative (50% of average 12,0 monthly expenditure of hh) Statutory Subsistence minimum Source: Living Conditions, CSO - - - - - - 16,0 16,0 17,0 - 13,5 12,8 14,0 15,3 15,8 16,5 17,1 17,0 18,4 19,7 6,4 - 4,3 13,3 5,4 12,1 5,6 14,4 6,9 13,6 8,1 15,0 9,5 18,5 11,1 19,2 11,7 Table 12 Persons aged 15 or more by educational level in 1988 and 2002 Level of education Tertiary General and post-secondary Basic vocational Primary Less than primary and without education Unknown level of education 1988 Total 6,5 24,7 23,6 2002 Men Women 7,2 5,9 20,6 28,4 31,5 16,2 Total 10,2 32,6 24,1 1988=100 Men Women 9,3 10,4 27,6 35,1 30,1 16,9 Total 174,3 146,3 113,1 38,8 35,9 41,5 28,2 28,0 31,4 80,4 6,5 4,5 7,5 2,8 2,0 4,3 - - 0,3 0,5 2,1 3,0 1,9 - Source: National Census Data, 1988 and 2002, CSO 64 Table 13 Gross enrolment rate Primary Lower secondary Basic vocational Year 1990/1991 2001/2002 1990/1991 2001/2002 1990/1991 2001/2002 Total 101,3 100,6 X 98,4 34,1 (1) 27,1 1990/1991 2001/2002 1990/1991 2001/2002 1990/1991 2001/2002 1990/1991 2001/2002 18,9 42,4 61,8 48,2 3,5 10,6 12,9 43,6 Men Women x 101,0 x 99,0 x 35,1 x 100,2 x 97,7 x 18,7 x 33,4 x 54,4 x 7,9 x 36,9 x 51,7 x 41,6 x 13,5 x 50,5 Secondary : - general secondary - vocational Post-secondary Tertiary Source: Statistical Yearbook, CSO Table 14 Early school leavers (by gender), in % Total Men Women 2001 2002 2003 2001 2002 2003 2001 2002 2003 EU-25 17,2p 16,5p 15,9p 19,5p 18,7p 17,9b 15,0p 14,2p 13,9b EU-15 18,9p 18,5p 18,0b 21,2p 20,9p 20,2b 16,6p 16,1p 15,9b NMS10 9,0e 8,4 7,5 10,7e 10,0 8,7 7,2e 6,9 6,2 PL 7,9 7,6 6,3 9,7 9,5 7,8 6,0 5,6 4,7 Notes: e – estimated value, b – break in time series, p – provisional data. Source: Indicators for monitoring the Employment Guidelines, 2004/2005 Compendium. Table 15 Participation in education and training (age group 25-64, by gender and age) Total Men Women 2001 2002 2003 2001 2002 2003 2001 2002 2003 25-64 4,8 4,3 5,0 4,2 3,9 4,5 5,5 4,7 5,5 25-34 9,9 9,6 11,4 9,5 9,4 10,2 10,4 9,8 12,6 35-44 4,6 3,8 4,8 3,5 2,9 4,0 5,7 4,7 5,6 45-54 2,1 1,5 2,2 2,0 1,5 1,9 2,2 1,6 2,4 55-64 0,6 0,4 0,5 0,5 0,4 0,5 0,7 0,4 0,5 Source: Indicators for monitoring the Employment Guidelines, 2004/2005 Compendium. 65 Chart 1. Population in Poland in May, 2002 (by gender and by age) 66 Annex 2 Goals included in National Social Inclusion Strategy [NSIS]. The indicators should reach their targets until year 2010. Targets specified below will by completed by experts of the Task Force for NSIS. No 1. Goals Increasing the number of children participating in pre-school education Indicators Share of children (at age 3-5) participating in pre-school education Target to be reached until year 2010 [level of indicator] 60% - among children in rural area 40% -among disabled children 1/3 Share of youth (aged up to 18) participating in education system 2. Extending the education of good quality at the level of lower and upper secondary schools - among disabled youth Share of youth (at age 15) receiving score of 1 or below of the PISA combined reading literacy scale Share of youth (aged up to 24) participating in tertiary education 3. Promoting higher tertiary education and adjusting it to the demands of the labour market 4. Share of schools doing compensatory Compensating deficits in children’s classes intellectual and physical Share of children participating in development compensatory classes 5. Radically reducing extreme poverty 7. 8. 9. Improve scores of lowest quintiles [or decrease proportion of children with poor scores by 50% – down to 12%] 60% Share of disabled youth (aged up to 24) participating in tertiary education Share of students participating in work training during last year of education. 6. 90% Share of population living below subsistence minimum Share of population living below statutory poverty threshold Reducing the tendency for the Gini coefficient [estimated income disparities growth representatively] Limiting the long-term Long-term unemployment rate [12 unemployment rate months or more] Limiting unemployment among the Unemployment rate of people below young 24-year-old Increasing the level of employment Employment rate of disabled persons in among the disabled working age 2-3 months work training during the last year of education 100% 5% Average level of the EU countries 5% 25% 22 % 67 Increasing the number of 10. participants in the active labour market programmes (ALMP) 11. Promoting lifelong learning 12. Extending the average health life expectancy 13. Promoting health insurance Covering more women and 14. children with national health programmes Share of unemployed participating in ALMP Share of disabled participating in ALMP Share of population (at age 24-64) participating in lifelong learning HALE (Healthy Life Expectancy) Proportion of persons having an effective right to public health insurance benefits Share of pregnant women participating in special programmes introduced for them Share of children and youth participating in sifting examinations 20% - 30% 10 % Average level of the EU countries 100% 100% 100% of children (at age 6) Share of participants of social and protected housing programmes in following groups: Increasing access to housing for 15. groups most threatened with homelessness - people leaving public institutions where they were brought up (share of charges receiving housing help out of total number of people leaving public institutions) 25 % - people evicted -people leaving hospitals for mentally disabled 16. Ensuring better access to social workers Developing community support 17. and increasing the number of people covered by it Increasing citizens’ involvement in social activity Implementation of the National 19 Social Inclusion Strategy by local self-governments 18. 20 Increasing access to civic information and counselling Total number of social workers as a share of total number of inhabitants Statutory target: 1 social worker per 2000 inhabitants Total number of people covered by community support as a share of total number of people using in-place services. Share of people participating in NGOs’ and other social activities do 25 % Share of local governments working out strategy and implementing its priorities 100% Share of communes and provinces where working information counselling places are available 100% 68