How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services?
In this working paper we argue that the EU needs a new, additional indicator to implement and monitor the right to an adequate minimum income, as stipulated in principle 14 of the European Pillar of Social Rights. In article 5 of the ‘Council recommendation on adequate minimum income ensuring active...
| Autores: | , , , , , , , , , , |
|---|---|
| Tipo de recurso: | informe técnico |
| Fecha de publicación: | 2023 |
| País: | España |
| Institución: | Varias* (Consorci de Biblioteques Universitáries de Catalunya, Centre de Serveis Científics i Acadèmics de Catalunya) |
| Repositorio: | Recercat. Dipósit de la Recerca de Catalunya |
| OAI Identifier: | oai:recercat.cat:20.500.14342/3702 |
| Acceso en línea: | http://hdl.handle.net/20.500.14342/3702 https://doi.org/10.5281/zenodo.7629202 |
| Access Level: | acceso abierto |
| Palabra clave: | Indicadors socials Renda mínima Dret a l'alimentació Alimentació -- Working Papers Nutrició -- Working Papers 316 613 |
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How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? |
| title |
How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? |
| spellingShingle |
How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? Storms, Bérénice Indicadors socials Renda mínima Dret a l'alimentació Alimentació -- Working Papers Nutrició -- Working Papers 316 613 |
| title_short |
How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? |
| title_full |
How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? |
| title_fullStr |
How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? |
| title_full_unstemmed |
How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? |
| title_sort |
How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services? |
| dc.creator.none.fl_str_mv |
Storms, Bérénice Cornelis, Ilse Delanghe, Heleen Frederickx, Marieke Penne, Tess Bernát, Anikó Mäkinen, Lauri Szivos, Péter Carrillo Álvarez, Elena Cussó Parcerisas, Irene Muñoz-Martínez, Júlia |
| author |
Storms, Bérénice |
| author_facet |
Storms, Bérénice Cornelis, Ilse Delanghe, Heleen Frederickx, Marieke Penne, Tess Bernát, Anikó Mäkinen, Lauri Szivos, Péter Carrillo Álvarez, Elena Cussó Parcerisas, Irene Muñoz-Martínez, Júlia |
| author_role |
author |
| author2 |
Cornelis, Ilse Delanghe, Heleen Frederickx, Marieke Penne, Tess Bernát, Anikó Mäkinen, Lauri Szivos, Péter Carrillo Álvarez, Elena Cussó Parcerisas, Irene Muñoz-Martínez, Júlia |
| author2_role |
author author author author author author author author author author |
| dc.contributor.none.fl_str_mv |
Universitat Ramon Llull. Facultat de Ciències de la Salut Blanquerna Grup de Recerca Global Research on Wellbeing - GRoW Universitat Ramon Llull. Facultat de Psicologia, Ciències de l’Educació i de l’Esport Blanquerna Grup de Recerca en Pedagogia, Societat i Innovació amb el suport de les TIC (PSITIC) |
| dc.subject.none.fl_str_mv |
Indicadors socials Renda mínima Dret a l'alimentació Alimentació -- Working Papers Nutrició -- Working Papers 316 613 |
| topic |
Indicadors socials Renda mínima Dret a l'alimentació Alimentació -- Working Papers Nutrició -- Working Papers 316 613 |
| description |
In this working paper we argue that the EU needs a new, additional indicator to implement and monitor the right to an adequate minimum income, as stipulated in principle 14 of the European Pillar of Social Rights. In article 5 of the ‘Council recommendation on adequate minimum income ensuring active inclusion’ three kind of indicators are recommended for this purpose. We explain why they all can be criticized, particularly because they insufficiently grasp the essence of what is meant by an adequate minimum income. We define a minimum income as adequate when it succeeds in guaranteeing individual citizens a living standard that enables them to fully participate in society. An adequate level of income is not only determined by the net level of cash benefits or labour income, but also by the extent to which essential goods and services are affordable. Affordability and adequacy are two sites of the same coin. An income is adequate when essential goods and services are affordable, and vice versa, a good or service is affordable when the disposable household income is at an adequate level to consume a particular good or service without sacrificing consumption of other essential goods and services. Indicators that suffer from insufficient recognition of the link between these two concepts, can result in inadequate monitoring, misleading policy conclusions and ineffective personal assistance interventions. We are convinced that high-quality reference budgets can make an important contribution to developing adequacy and affordability indicators that are helpful for both, contextualizing existing indicators, and providing combined guidance for successful, multi-level anti-poverty strategies. Reference budgets are priced baskets of goods and services, that illustrate the amount of income that well-defined family types need at the minimum to fully participate in the society in which they live. Departing from a solid theoretical and methodological framework, they look for the financial fulfilment of so-called 'thick needs', while taking account of the differences in socio-economic living conditions between and across Member States. In this paper we are describing the essential building blocks for the development of high-quality reference budgets and discuss their merits and drawbacks. We strongly recommend setting up projects aimed at improving methodology and data availability to improve their comparability. So, they can be very helpful for the Commission to monitor the progress of the implementation of the Council Recommendation and to enhance cross-border learning. In this project we have taken some major steps forward in constructing cross-national comparable food budgets, in terms of their content as well as well as in terms of the pricing strategy. Moreover, we added the sustainability aspect to the reference budget approach, ensuring that an adequate standard of living defined could also be safeguarded for the next generation. Based on the improved methodology, we have worked out comparable food budgets for households living in an urban context in Belgium, Finland, Hungary and Spain and we used these budgets in a tentative exercise to assess the affordability of a healthy and sustainable diet. |
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2023 |
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2023 |
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info:eu-repo/semantics/report |
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report |
| dc.identifier.none.fl_str_mv |
http://hdl.handle.net/20.500.14342/3702 https://doi.org/10.5281/zenodo.7629202 |
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http://hdl.handle.net/20.500.14342/3702 https://doi.org/10.5281/zenodo.7629202 |
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Inglés |
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Inglés |
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info:eu-repo/grantAgreement/EU/H2020/870978 |
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Attribution 4.0 International © L'autor/a. http://creativecommons.org/licenses/by/4.0/ info:eu-repo/semantics/openAccess |
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Attribution 4.0 International © L'autor/a. http://creativecommons.org/licenses/by/4.0/ |
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openAccess |
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48 p. |
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EuSocialCit |
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EuSocialCit |
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reponame:Recercat. Dipósit de la Recerca de Catalunya instname:Varias* (Consorci de Biblioteques Universitáries de Catalunya, Centre de Serveis Científics i Acadèmics de Catalunya) |
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Recercat. Dipósit de la Recerca de Catalunya |
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Recercat. Dipósit de la Recerca de Catalunya |
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1869419886011219968 |
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How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services?How can reference budgets contribute to the construction of social indicators to assess the adequacy of minimum income and the affordability of necessary goods and services?Storms, BéréniceCornelis, IlseDelanghe, HeleenFrederickx, MariekePenne, TessBernát, AnikóMäkinen, LauriSzivos, PéterCarrillo Álvarez, ElenaCussó Parcerisas, IreneMuñoz-Martínez, JúliaIndicadors socialsRenda mínimaDret a l'alimentacióAlimentació -- Working PapersNutrició -- Working Papers316613In this working paper we argue that the EU needs a new, additional indicator to implement and monitor the right to an adequate minimum income, as stipulated in principle 14 of the European Pillar of Social Rights. In article 5 of the ‘Council recommendation on adequate minimum income ensuring active inclusion’ three kind of indicators are recommended for this purpose. We explain why they all can be criticized, particularly because they insufficiently grasp the essence of what is meant by an adequate minimum income. We define a minimum income as adequate when it succeeds in guaranteeing individual citizens a living standard that enables them to fully participate in society. An adequate level of income is not only determined by the net level of cash benefits or labour income, but also by the extent to which essential goods and services are affordable. Affordability and adequacy are two sites of the same coin. An income is adequate when essential goods and services are affordable, and vice versa, a good or service is affordable when the disposable household income is at an adequate level to consume a particular good or service without sacrificing consumption of other essential goods and services. Indicators that suffer from insufficient recognition of the link between these two concepts, can result in inadequate monitoring, misleading policy conclusions and ineffective personal assistance interventions. We are convinced that high-quality reference budgets can make an important contribution to developing adequacy and affordability indicators that are helpful for both, contextualizing existing indicators, and providing combined guidance for successful, multi-level anti-poverty strategies. Reference budgets are priced baskets of goods and services, that illustrate the amount of income that well-defined family types need at the minimum to fully participate in the society in which they live. Departing from a solid theoretical and methodological framework, they look for the financial fulfilment of so-called 'thick needs', while taking account of the differences in socio-economic living conditions between and across Member States. In this paper we are describing the essential building blocks for the development of high-quality reference budgets and discuss their merits and drawbacks. We strongly recommend setting up projects aimed at improving methodology and data availability to improve their comparability. So, they can be very helpful for the Commission to monitor the progress of the implementation of the Council Recommendation and to enhance cross-border learning. In this project we have taken some major steps forward in constructing cross-national comparable food budgets, in terms of their content as well as well as in terms of the pricing strategy. Moreover, we added the sustainability aspect to the reference budget approach, ensuring that an adequate standard of living defined could also be safeguarded for the next generation. Based on the improved methodology, we have worked out comparable food budgets for households living in an urban context in Belgium, Finland, Hungary and Spain and we used these budgets in a tentative exercise to assess the affordability of a healthy and sustainable diet.EuSocialCitUniversitat Ramon Llull. Facultat de Ciències de la Salut BlanquernaGrup de Recerca Global Research on Wellbeing - GRoWUniversitat Ramon Llull. Facultat de Psicologia, Ciències de l’Educació i de l’Esport BlanquernaGrup de Recerca en Pedagogia, Societat i Innovació amb el suport de les TIC (PSITIC)2023info:eu-repo/semantics/report48 p.http://hdl.handle.net/20.500.14342/3702https://doi.org/10.5281/zenodo.7629202reponame:Recercat. Dipósit de la Recerca de Catalunyainstname:Varias* (Consorci de Biblioteques Universitáries de Catalunya, Centre de Serveis Científics i Acadèmics de Catalunya)Inglésinfo:eu-repo/grantAgreement/EU/H2020/870978Attribution 4.0 International© L'autor/a.http://creativecommons.org/licenses/by/4.0/info:eu-repo/semantics/openAccessoai:recercat.cat:20.500.14342/37022026-05-29T05:05:01Z |
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