Fifth Meeting:
Rio de Janeiro,
November 13 - 14, 2002
Working Agenda
I. STANDARDS
AND RESOURCES UNDER DIFFERENT APPROACHES
A. ABSOLUTE
POVERTY LINES
1. Standards.
Expenditures.
a. Food or
nourishment.
b. Clothing.
c. Shelter.
d. Transportation.
e. Education.
f. Health.
g. Energy or heating.
h. Rest of expenditure after any or a group of previous items.
2. Standards.
Units of Measurement.
a. Market
monetary values.
b. Imputed monetary value of freely provided governmental services.
c. Imputed monetary value of dwelling services of self owned house.
3. Standards.
Sources of information.
a. Income
and expenditure household surveys.
b. Physical technical requirements.
c. Market prices.
d. Administrative or National Accounts information on public expenditure:
Global and by purpose (monetary transfers or freely provided services).
(national and local level).
4. Standards.
Geographic dessagregation and time series.
a. Conceptual
challenges. Rural and urban poverty lines.
b. Demands for information in space and time.
5. Resources
for satisfying standards.
a. Household
income: income components. Canberra Group.
b. Public expenditure.
c. Imputed income for own house occupiers.
d. Households expenditure: expenditure components.
6. Resources for satisfying standards. Sources of information.
a. Household surveys that include income.
b. Household surveys that include expenditure.
c. National accounts household income and expenditure information.
d. Public expenditure: national accounts and administrative sources.
B. ACCESS TO BASIC SERVICES AND BASIC CAPITAL POSSESSION.
1. Standards.
Access to basic services.
a. Levels
of education.
b. Levels and types of health services.
c. Safe water.
d. Sanitation facilities.
e. Unemployment benefits.
2. Standards.
Access to basic services. Units of measurement.
a. Administrative
levels of education or health services.
b. Types and distances of access to safe water.
c. Types and inside-outside dwelling sanitation facilities.
d. Administrative defined benefits for unemployed.
3. Standards.
Access to basic services. Sources of information.
a. Population
and housing censuses.
b. Household surveys.
c. Administrative information.
4. Standards.
Possession of Basic capital.
a. Dwellings
minimum characteristics.
i. Quality of floor
ii. Quality of walls
iii. Quality of roof
iv. Availability or type of heating
v. Size. More than a number of persons per room
b. Neighborhood
infrastructure.
i. Quality of urbanization
ii. Existence of facilities(schools, hospitals, public transport)
iii. Security
c. Land and water in the rural area. Extension and quality.
d. Human capital.
i. Level of education for economically active population
ii. Level of health. Nutrition, morbilities
e. Social capital.
5. Standards.
Possession of Basic capital. Units of measurement.
a. Physical
units or classification of materials.
b. Urbanization items by administrative classifications.
c. Security by specialized indexes.
d. Minimum requirements of land by regional and quality indexes.
e. Levels of education by administrative classifications or specialized
indexes (UNESCO).
f. Levels of health (nutrition included) by physical or medical
measurements.
g. Social capital (to be defined).
6. Standards.
Possession of Basic capital. Sources of information.
a. Technical
information on dwellings, physical infrastructure, land, education
and health.
b. Population and housing census.
c. Household surveys including special modules on housing and
health.
d. Administrative information.
7. Access and
capital Standards. Geographic dessagregation and time series. Conceptual
and operational challenges.
a. Rural and
urban, and regional indexes.
c. Time series.
8. Resources
to satisfy standards of access to basic services.
a. Household
income.
b. Public expenditure. Could be disaggregated by programs and
projects related to specific standards.
i. Current Free services
ii. Current transfers
iii. Public investment
c. Foreign aid. Public, international and regional organizations,
and private transfers. Could be disaggregated by programs and
projects related to specific standards.
9. Resources
to satisfy possession of basic capital. Capital available before
current expenditure to increase it.
a. Financial
Equities, bonds, deposits, etc.
b. Physical.
i. Dwellings
ii. Physical capital of self employed
iii. Land
iv. Durable consumer goods
c. Human.
i. Education
ii. Health
iii. Labor force of households
d. Social.
C. RELATIVE POVERTY.
1. Standards.
a. Percentage
of the median household income or expenditure (per-capita or equivalence
scales).
b. Percentage of the average income or expenditure (per-capita
or equivalence scales).
c. Budget standards as a limit to be satisfied for all households
to achieve a given standard of life.
2. Standards.
Units of measurement.
a. Monetary
income.
b. Imputed monetary value of service of own occupied dwelling.
c. Imputed monetary value of freely received public service.
d. Imputed monetary value of service derived from durable consumer
goods.
e. Budget standards: Monetary minimum value or quantity consumption
or possession of selected items of expenditure for different types
of families or households. Quantity, quality, prices and lifetime
for durable goods.
3. Standards.
Sources of information.
a. Households
surveys of income and expenditure.
b. Population and housing census.
c. National accounts household income and public expenditure.
d. Other administrative information.
4. Resources
to satisfy standards.
a. Household
income.
b. Public monetary transfers.
c. Public freely provided services.
d. Imputed income for own house occupiers.
e. Imputed income from durable consumer goods.
f. Households expenditure components.
5. Resources
for satisfying standards. Sources of information.
a. Household
surveys that include income.
b. Household surveys that include expenditure.
c. National accounts household income and public expenditure.
d. Other administrative information.
D. SUBJECTIVE
POVERTY.
1. Standards.
a. Self-perception
of poor and non-poor.
b. Self-perception of the poverty line by needed income.
c. Self-perception of the condition in terms of difficulty that
the household arrives at the end of the month in terms of available
income.
d. Self-perception of shortcomings (existence or not existence)
in items of the dwelling.
e. Self-perception of the possibility of the adults of the household
to access if so desired to a list of consumption or investment
items.
f. Self-perception of present "economic conditions"
or "conditions of the dwelling" in a scale (1 to 5,
or 10).
2. Standards units of measurement.
a. Percentage
of household under a perception.
b. Monetary value of a poverty line. Simple average of answers
or scales such as those of Kapteyn, Leyden, and Deleek.
c. Qualification of a perception in terms of poverty starting
from a scale.
3. Standards
sources of information.
a. Household surveys that combine objective and subjective questions
on poverty.
b. Special household surveys with subjective questions.
E. SOCIAL EXCLUSION, SOCIAL DEPRIVATION, EMPOWERMENT AND OTHER
SOCIAL AND POLITICAL DIMENSIONS ASSOCIATED TO POVERTY.
1. Standards.
a. Exclusion:
i. Adequate income or resources
ii. Labor market: Adults with non-paid work
iii. Services: non-access to basic public and private services
iv. Social relations
b. Deprivation from a list of more specific necessities than items
included in the absolute poverty line.
c. Empowerment of the poor. Standards to be defined in four areas:
i. Access to information
ii. Inclusion and participation
iii. Accountability
iv. Local organization capacity
2. Standards:
units of measurement.
a. Exclusion:
percentages of excluded population.
b. Deprivation: Perception of the nature of different necessities
(necessary-non necessary).
c. Empowerment: To be defined.
3. Standards:
sources of information.
a. Labor and
other permanent household surveys.
b. Special perception household surveys.
c. Administrative information.
4. Resources
for achievement of standards.
a. Public
expenditure programs for specific necessities satisfaction.
b. Public expenditure programs in the labor market to incorporate
the excluded.
c. Public expenditure programs to extend access to basic services.
F POVERTY
DYNAMICS
1. Follow up
of poor persons in time.
a. Conceptual
difference with follow up of households
b. Statistical sources, Longitudinal surveys
2. Persistency
or Rotation of households in poverty. According to:
a. Geographical
location.
b. Size of cities
c. Type of households
d. Level of education of chief of household or other criteria(for
example average of occupied persons).
e. Age of occupied persons.
f. Other criteria
3. Public unemployment
policies and working poor.
a. Labor market
income in time for various employment categories.
b. Relation of income from employment and unemployment subsidies
for categories based on education or other criteria.
G. INTERNATIONAL STRATEGIES. CONCEPTUAL AGREEMENTS, OBJECTIVES,
GOALS AND MEANS OF IMPLEMENTATION
1. UN Social
Summits.
2. UN Millennium Declaration
H INTERNATIONAL
COMPARISONS
1. Concepts. Types of poverty and standards.
2. Sources of information.
3. Methodological aspects
a. Equivalence scales.
b. Price indexes and PPP
c. Unemployment definitions
4. Regional and other institutional agreements.
I STRATEGIES FOR THE IMPROVEMENT OF INFORMATION
1. Relation between policies for poverty alleviation and statistical
demands.
2. Institutional arrangements for coordinating information collection.
Gaps and overlaps. Policy demands, evaluation and monitoring requirements.
