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European Year of People with Disabilities

4 ASSESSMENT OF NATIONAL POLICIES FOR SOCIAL INCLUSION

 We asked the participants of our study to evaluate the effectiveness of their Government's policies for social inclusion, on a scale from 1 (minimum value) to 10 (maximum value).

Taking these values into consideration we reach the conclusion that the greatest majority declares certain reservations on the effectiveness of the national policies for social inclusion. 

Diagram 57 provides a country specific view on the effectiveness of national policies for social inclusion. For each country we present the average value and the standard deviation. We can clearly distinguish between two groups of countries: The first group includes Finland, Italy and, Austria with higher subjective values for the effectiveness of their national policies for social inclusion and the second group includes Greece, Sweden, France, and Spain with relatively lower values.


Diagram 57
 

National Social Inclusion Policies – Main findings

Similarly disability organisations were asked to assign values for the effectiveness of their national policies to combat social exclusion. Although there are differences  among the States considered, the overall impression is that disabled citizens in the EU  do not seem to be very satisfied with their National Inclusion policies.

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5. FACTORS CONTRIBUTING TO SOCIAL EXCLUSION

The United Nation's World Development Report on Poverty highlights the multi-dimensional nature of this phenomenon and asserts that poverty and social exclusion does not only encompass income or consumption deprivation but also low achievements in education, health, and social life. In addition it leads to "voiceless ness" and "powerlessness". 

Amartya Sen argues that poverty deprives severely all "the capabilities that a person has, that is, the substantive freedoms he or she enjoys to lead the kind of life he or she values".

Taking this approach into account, we can clearly see that the factors contributing to poverty and social exclusion should be identified beyond the limited scope of monetary poverty. 

We have therefore asked the participants to our study to evaluate the main causes of social exclusion among persons with disabilities.  

The reported answers are shown in diagram 58.  The participants have considered the following factors as important and very important, according to the order below:

1) Lack or limited access to social environment and unemployment (94%)
2) Lack or limited access to services (85,4%)
3) Stigmatisation of disabled people (83,3%)
4) Lack of adequate training (81,2%)
5) Lack of specialised services (80%)
6) Inadequate education systems (77,1%)
7) Lack of economic policies to compensate for the extra cost of disability (75,7%)
8) The structure of the benefit system (75%)
9) Living in institutions (60%)

The results of this section provide a clear indication for the areas of intervention to combat social exclusion among people with disabilities.


Diagram 58
 

Factors contributing to social exclusion – main findings

The most important factors contributing to social exclusion for people with disabilities, according to our respondents, are the following, in order of importance:the lack or limited access to social environment and unemployment, the lack or limited access to goods and services, stigmatisation of disabled people, the lack of adequate training, the lack of specialised services, the inadequacy of the  education systems, the lack of economic policies to compensate for the extra cost of disability, the structure of the benefit system, and finally living in institutions.

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6. POLICY CONCLUSIONS AND PROPOSALS FOR ACTION



6.1 Disabled people and poverty

Conclusions:

Disabled people are one of the most vulnerable groups to poverty, and adequate measures need to be put in place in order to address this problem. 

The study has shown that a great majority of disabled people appears to confront serious or very serious difficulties (77,5%) in meeting their basic needs. Furthermore disability benefits are inadequate to cover their basic needs or to address the extra costs linked to their impairment. Moreover 57% of disabled workers are reported to belong to the low paid jobs category. 

Families of people with disabilities are also confronted to great financial strain. In many cases, family members have to leave their jobs to devote themselves to care for a disabled person, and as a consequence see their income reduced. 48% of the respondents to the survey declared that there were no measures in their own country to compensate the loss of income incurred.

Proposals for action:

Policies must be put in place in order to ensure that these additional costs are compensated by the national protection systems, in order to ensure equal opportunities for all. Moreover it is vital that current reform in the social protection and health systems does not increase inequalities, and that special measures are put in place in order to protect those at a disadvantage and their families.

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6.2 Education

Conclusions:

An inclusive education is at the basis of an inclusive society. Non-disabled as well as disabled children would equally benefit from being in the same educational 
environment. At the same time the fight against discrimination and prejudice can only be won by integration, and by educating children to the respect of human rights from their youngest age. Most of disabled children can take part in mainstream education if they are provided the necessary support.

Despite increased efforts from member States in the last years, only 59 % of disabled children are in ordinary schools. Over 60% of the respondents found that access to mainstream schools was inadequate. There is furthermore increasing evidence that in some countries disabled people are excluded from any kind of education. Moreover the ECHP data highlight a high percentage rate of dropouts. Because of the failure of the education systems to integrate them fully into schools, disabled children are excluded later in life from employment opportunities, and as a consequence to a decent earning, and face greater difficulties to participate in society.


Proposals for action:

Exclusion of disabled children from mainstream education is a form of discrimination; non-discrimination legislation should therefore include education among its areas of application.

The achievement of an inclusive education implies the provision of the educational, 
technical, and personal support needed for each individual case, in order for disabled 
children to be equally participating to school academic and extracurricular activities than their non-disabled fellow pupils. 

Member States must reform ordinary education systems in order to reduce 
substantially the dropout level. Measures to be adopted should include availability of funds for support teachers, or personal assistants, and training of teachers on disability integration. Moreover adapted teaching material must be developed and alternative media must be available. These measures should be accompanied by teaching methods allowing for an effective inclusion and exchange between disabled and non disabled students.

Where disabled children and their families prefer education in special schools, these 
must be made available, and provide as high quality of education as the ordinary 
system. Moreover the possibility to move to the mainstream system must always be available.

Because of the crucial nature of education and the high level of exclusion faced by 
disabled people, we believe that the social exclusion strategy, within its objectives to prevent risks of social exclusion should include a specific reference to disabled children. Moreover member states should be asked to include targets on access to education in their National Action Plans for 2003-2005.

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6.3 Employment

Conclusions:

Disabled people are at a high risk of being unemployed or inactive. This is highlighted by both our study, and by the European data (ECHP). Moreover a high proportion of disabled workers belong to the low paid jobs category.  Participation in employment is crucial not only for acquiring a decent income, but is also about active participation in society. Therefore the high percentage (42%) of inactive disabled people is a striking example of social exclusion. This shows that current policies are ineffective in order to raise employment levels of people with disabilities. 
Furthermore among the causes of unemployment the lack of adequate training and education, together with the prejudice of employers, and lack of adaptation of the workplace were considered among the main reasons for unemployment. Also the even more limited level of participation of disabled women in the labour market (25% for women with a severe disability, and 44% of women with a moderate disability) has to be tackled. A comprehensive policy approach is therefore needed in order to remove obstacles for disabled women and men to enter or re-enter the labour market. 
Moreover measures must also take into account the situation of parents and mostly mothers of severely disabled children who often have to leave the labour market in order to care for them, because of the inadequacy of the care and support services.

Proposals for action:

A swift transposition in all EU member States of the framework directive on equal treatment in employment and occupation will be therefore crucial. The need to provide reasonable accommodation to disabled trainees, candidates for employment, and workers will be a great contribution in the removal of barriers to the labour market. Accommodation measures are not only physical, but may mean the provision of personal assistance or tutoring.

At the same time a wide array of positive measures encouraging employment and 
training are necessary.  The EU member States should make full use of the existing EU instruments, such as the European Social Fund, in order to boost disabled people's employment opportunities. Projects in partnership with employers and trade unions should be developed, in order to provide for effective integration at the workplace. A multifaceted and integrated approach is necessary, taking into account the diversity of the disabled population, as well as their social situation.

The quality of work for disabled people is a critical issue. We welcome the decision 
of the European Union to develop indicators in the area of quality, and in particular to analyse the pay gaps between non-disabled and disabled workers. There is moreover evidence that disabled workers are discriminated in access to promotion and further training. The situation of people who become disabled during their work career also needs to be considered. Policies must be put in place in order to favour job retention and re-integration of disabled persons at the work place. Once again positive measures, such as tax incentives or the promotion of companies employing disabled persons in public tenders, and in order to favour the adaptation of the workplace are essential.

Member States should also analyse and remove barriers to employment in their social protection systems . Measures must be put in place in order to eliminate benefit traps and activate people on benefit. These must encourage employment and participation, while ensuring the necessary security, especially for disabled people unable to earn a full income. Moreover compensation for disabled people extra costs needed to support them in their activities and mobility should be maintained when in employment. 

Measures facilitating reconciliation between professional and family life must be developed in order to support mothers and fathers of children with disabilities. The possibility to take a parental leave should be extended in order to cover all disabled children and other family members with a disability. Furthermore the Social Partners should include in their plan of action the development of a common EU framework agreement on carers.

There should be greater coordination between the European Employment and the Social inclusion strategy in the field of employment. In particular the current 
guideline on the fight against social exclusion, and non-discrimination, under the employability pillar, should be mainstreamed across all pillars and guidelines. 
Moreover specific targets should be set for the education, training, and employment of disabled people.

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6.4 Access to health and social services


Conclusions:

In the area of health, and social services, barriers to information, attitudinal and 
communication barriers, and subtle forms of discrimination are most of the times the most critical ones.

There is often a lack of awareness of the specific needs of disabled people, which can vary considerably according to the type of impairment or severity of disability. 

Often individual needs are disregarded because of prejudice. For instance medical staff prefers to address themselves to parents rather than to establish a direct contact with the disabled person, preventing him or herself to state his/her needs. 

Proposals for action:

 Measures for disability awareness training in hospitals, to social assistants, and in 
vocational training centres, to be carried out in cooperation with disabled persons 
themselves, should be developed in order to overcome these barriers. 

At the same time disabled people should be involved in the design and assessment of these services, along with other users. 

Special training should be provided to staff in employment and vocational training centres, responsible for information, guidance, and training to the specific needs and abilities of disabled persons. Moreover the direct involvement of disabled persons in the management and running of these centres should be considered.

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6.5 Public Administration

Conclusions:

The access to public administration, and therefore the possibility to exert their 
citizenship's rights is often denied to people with disabilities. Barriers to information prevent them to equally participate in society. Disabled people are often confronted to barriers relating to communication, negative attitudes, and to the architecture of public premises. 

The lack of access to public administration is a matter of social exclusion, as well as 
of discrimination.

Proposals for action:

The European Union should adopt a non-discrimination legislation covering access to public administration, as well as to services of public interest.

The directive should include the obligation to provide minimum accessibility requirements, such as the provision of alternate media in written and oral communication (Braille, large print, easy-to-read information, sign language, etc.), and the conformity of all public web sites with the Web Accessibility Initiative 
Guidelines. The legislation should also ensure physical accessibility to all public 
premises.

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6.6 Social Environment

Conclusions:

Disabled people are de facto excluded from most of the leisure cultural activities, and social activities, such as everyday meeting places like restaurants and shops because of discrimination, lack of accessibility of the built environment, and barriers to information. They also face considerable financial barriers in access to housing.


Proposals for actions:

While a great impulsion to a change in attitudes can come from the educational 
environment, awareness campaigns to the general public are equally important. The 
European Year of People with Disabilities constitutes in this respect a unique opportunity. Member States should support ambitious awareness and media 
campaigns in order to favour this change.

The European Union and Member States should adopt legislation to combat discrimination on the ground of disability in access to the social environment, to goods and services.

Interesting projects have also been developed in the United Kingdom, which has a non-discrimination legislation covering also access to goods and services, on disability awareness in customer services.

Member States should introduce design for all standards for the construction of new 
commercial and private buildings, establish clear public procurement rules on accessibility of buildings, and services, and foresee additional support measures such as tax reduction and subsidies for the adaptation of existing buildings or houses.

Design for all courses should be included in the engineers' and architects' curriculum.

Moreover a design for all environment, taking into account a majority of needs, can only be achieved through the consultation of users themselves.

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6.7 Transport

Conclusions:

The lack of accessible transport is often a significant obstacle in looking and finding 
for a job, and for establishing relations with the environment.  Disabled people being denied the access to transportation are being discriminated in respect to non-disabled citizens. There is currently a great lack of accessible transport means in the European Union. The greatest barriers are in access to local transport. Furthermore the situation is even more difficult in rural areas.

Proposals for action:

Legislation in this area is fundamental, also in the framework of the privatisation of the sector, in order to ensure access to disabled people and to all persons with reduced mobility.

The European Union should introduce legislation on the basis of article 13, providing for an obligation for transport enterprises and public authorities to purchase only accessible transportation, and to adapt within a set period existing vehicles. Particular attention should be paid to transport in rural areas.

Moreover a VAT reduction facility should be put in place for companies providing 
public transport (taxis, etc) purchasing new vehicles or making accessible existing ones.

Measures aiming at the accessibility of transport must be conducted in parallel with the adaptation of the built environment, in order to ensure an effective access. 
Furthermore these measures must take into account the diversity of disability.

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6.8 Information Society

Conclusions:

Disabled people are confronted to significant barriers in access to information and communication tools and services. Blind, deaf persons and people with a learning disability are particularly vulnerable. The cost of adaptation of the equipment is also considerably high, and rarely covered by social security or tax incentives.

In particular e-commerce is particularly inaccessible to disabled people, who would highly benefit from possibilities related to distant selling. The development of e-inclusion measures is also fundamental to allow for an effective integration of disabled people into the labour market, and in society as a whole.




Proposals for action:

Measures must be put in place in order to promote the accessibility of Information and communication products and services. In this respect we believe that the definition of common accessibility standards, and public procurement rules will be essential in order to promote design for all products and services for all. The adoption of guidelines on the accessibility of public web sites is also to be welcomed, however also private companies should be encouraged to adopt them. Furthermore all e-government products and services (for instance terminals providing public information) should fall into this obligation. Design for all of public web sites should also mean an easy to read structure and content.

Whenever direct access is not possible, and additional equipment is needed, its purchase should be subsidized in order to grant equal opportunities for disabled 
persons compared to the rest of the population.

The training and education of current and prospective ICT designers to design for all and accessibility rules is essential, also to improve future technology. Finally users must be involved in product development and assessment.

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6.9 Availability of services

Conclusions:

There is a great need of services contributing a more independent and participatory life for disabled people, such as independent living, supported/sheltered housing personal assistance, assistive technology centers. A majority considers most of the services inadequate.

Moreover the situation has also a great impact on parents (mostly mothers) of 
disabled persons with complex dependency needs, who must then compensate for this lack to the detriment of their work, income and pension rights, but also of their own involvement in the community and social environment. 

Proposals for action:

Member States must promote the development of services that contribute to a more independent life for disabled persons. They should develop independent living centers, as well as the possibility to benefit from personal assistants, currently only available in a limited number of countries. Moreover disabled people should be able to choose their own assistants through a direct payment allowance.  In addition research in this field has also highlighted the cost effectiveness of independent living compared to a more institutionalized approach.



In addition disabled users, and their representative organizations must be involved in the definition and evaluation of services.

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6.10 General Conclusions


The results of our research clearly support previous evidence that disability is one of 
the factors leading to social exclusion. 

The report highlights the multidimensional nature of poverty and social exclusion 
affecting disabled people in the areas of income, employment, education, goods and services, and in the social environment. In order to fight social exclusion, it is necessary to design measures tackling all the aspects involved.

Responses from organizations participating in the survey have highlighted that the main factors of exclusion for disabled people are linked to unemployment and barriers to the social environment, stigmatization, lack or limited access to goods and services, 
inadequate education and training, followed by the lack of economic policies to compensate for the extra cost of disability, the structure of the benefit system, and finally living in an institution.

There is a clear link between social exclusion and discrimination. Discrimination and violation of human rights lead to social exclusion and poverty. Every citizen of the European Union has a right to a decent income, education and training, employment, housing, healthcare, a social and cultural life. Depriving a person from those rights leads to isolation, and poverty. Furthermore, it is necessary to fight discrimination faced by disabled people and their families in their daily lives, in order to tackle social exclusion.

Member States and the European Union must complement social inclusion policies 
with legislation fighting discrimination on the ground of disability, in order to overcome barriers and prevent social exclusion in transport, access to goods and services, education, and in the communication environment. The experience of countries with a well established and binding non-discrimination legislation is that it has led to a greater integration of disabled people in society. 

In designing policies the European Union and Member States must envisage disability in its diversity. Disabled people are faced with different barriers in their daily life according to their impairment. There is for example a clear correlation between the severity of the impairment and the level of exclusion and poverty faced by a disabled person.   

There is a need for further information on the situation of disabled persons, and their level of participation in society. A reference to disability must be included in the list of indicators to be adopted to evaluate social inclusion policies. Moreover data collected must include a breakdown relating to participation of disabled persons.

Also statistics and data at EU and National level should provide further insight on the situation of disabled women, as regards social participation in all areas of life (education, employment, social environment). The future EU labour force surveys should also include questions on the situation of mothers of disabled children. 
Furthermore further legislation on gender discrimination should include reference to 
double and multiple discrimination faced by women with disabilities.

It is also fundamental to involve disabled people themselves through their representative organisations in the design and evaluation of policies and measures in order to achieve a real impact.

Finally, the European Year of People with Disabilities in 2003 will constitute a major opportunity to raise awareness of disability, and fight the negative attitudes and prejudice.

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APPENDIX I

1. ORGANISATIONS INVOLVED IN THE PROJECT

ORGANISATIONS
PARTICIPANTS

National Confederation of Disabled People in Greece (leading organisation)
Yannis Vardakastanis /Anthy Chatzipetrou
European Blind Union 
Rui Goncalves / Rodolfo Cattani
Inclusion Europe
Geert Freyhoff/ Yoka Wijker
Mental Health Europe – European Network of (ex) Users and Survivors of Psychiatry
Josée Van Remoortel
Consejo Espanol de Representantes de Minusvalidos (CERMI-Spain)
Pilar Villarino/ Luis Cayo Perez
Conseil Français des personnes Handicapées pour les questions Européennes (CFHE-France)
Bruno Gaurier / Arnaud de Broca / Henri Faivre
Handikappforbundens Samarbetsorgan (HSO-Sweden)
Ingemar Färm Vammaisfoorumiry (Finland)
Pirkko Mahlamaki
European Disability Forum
Stefan Trömel
Carlotta Besozzi

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APPENDIX II



1. THE DESIGN OF A QUESTIONNAIRE



The University of Athens team initially designed a questionnaire, which was 
presented and discussed in several meetings with the project partners and EDF. 
Problems related to definitions of disability, organization and structure of services, 
and policy prioritisation were discussed at some length. Several modifications took 
place until the final version of the questionnaire was achieved. 

The Steering committee of the project decided that the following topics should be 
considered as top priorities to collect policy relevant information:

  • Identity of the Organisation and Spectrum of Services

  • Minimum Income and Disability Benefits

  • Education and Employment

  • Access to Goods and Services

  • Infrastructure of Services

  • Measures to Fight Social Exclusion and Poverty

In total the questionnaire included 66 questions. In order to avoid misconceptions and statistical biases in the collection of data, translations and cultural adaptations of the questionnaire were undertaken by the members of the Steering committee.

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2. DISSEMINATION OF THE QUESTIONNAIRE

The project partners undertook, in cooperation with EDF, the responsibility to 
distribute the questionnaire to Disabled Organizations in each country. 

The overall difficulty in constructing a "representative sample" was discussed 
thoroughly by our research group. 

Project partners undertook the responsibility of translating and adapting the questionnaire to the national needs by maintaining the same format and the same conceptual structure.  In some countries a day seminar was organized, in which representatives of organizations of people with disabilities were invited. During the seminar the objectives of the study, the concepts, the structure of the questionnaire and the overall methodology was presented. The participants were asked to consider each question separately and provide the best possible answer according to their experience. Emphasis was given not to subjective views but to an overall assessment of the situation as they experienced in their country. 

During the first stage of the investigation as many as 148 questionnaires were 
selected from a large spectrum of EU and non EU countries: Austria, Sweden, Finland, Denmark, Germany, U.K., Belgium, Greece, France, Spain, Portugal, Italy, Poland, Turkey, and Estonia. A statistical database was created including responses from National Councils, National and Regional NGOs organisations.

The recorded answers to the questionnaires represent, as much as possible, the 
collective views and assessment of the current situation, as it is perceived by the 
respondents in each country. For example, in France 44 questionnaires were completed, including information from several groups of experts and representatives from NGOs. In each group the average number of participants was around 23 persons. 
A national coverage of all French NGOs was achieved in the study. In Finland 4 
questionnaires were received which reflected the views of a group of 30 organizations. Similarly, in Spain 26 organizations participated in the completion of the questionnaire. The response rate varied among the member states contributing to 
some over-representation of some countries and under-representation of others.

For the purpose then, of the present analysis it was decided that seven EU countries 
should be considered, because they ensured full comparability of their responses at a 
national level. Hence a sub-file of data was created using only the questionnaires 
coming from National organisations of disabled people. The participant countries in 
the study are the following: Austria, Finland, Sweden, France, Spain, Greece, and 
Italy.

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APPENDIX III– REFERENCES



Abrahamson, P. (1991), "Welfare and poverty in the Europe of the 1990s: 
Social progress or social dumping", International Journal of Health Services, 25 (1)
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Espring-Andersen, G. (1990), "The Three Worlds of Welfare State: is 
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European Blind Union (1989) 'Conference of visually handicapped telephone 
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Directorate –General for Employment and Social Affairs, Brussels: Commission of the European Communities.
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  Platform organisations with membership of major national organisations  representing all the main impairment groups.
  Representing people with intellectual disabilities.
  COM (1996) 406 of 30 July 1996.
  Eurostat 1995 Statistics in Focus 1995/10 Disabled Persons: Statistical Data 
  Eurostat 2001 E. Cambois, Disability and Social Participation in Europe, based on the ECHP data, Wave III, 1996
  Sweden did not take part in this survey.
  Published in Disability and social participation in Europe, Eurostat 2001.
  Sweden did not participate in the survey.
  OPCS, Disability Surveys and Family Resource Survey
  Quintiles are calculated on the base of dividing the population into 5 groups, where each group (quintile) represents 20% of total population (see diagram 15). By ranking income into 5 groups, starting from the 1st lowest  (poorest) quintile, and moving upwards to the 5th highest (richest) quintile, it was found in the U.K study that the disabled people are mainly classified at the first and second 
lowest quirtiles. 
  See section 1.2 disabled people in the European Union.
  Draft Joint Report on Social Inclusion by the European Commission of 10/10/2001, page 17  2001 RWSS
  COM (2000) 284 final of 12 May 2000. See also the resolution adopted by the European Parliament on the Communicationon "Towards a barrier free Europe for People with Disabilities" in OJ C21/E/246 of 24 January 2002.
  COM (2000) 284 final of 12 May 2000. 

  Study conducted by the Swedish Cooperative Body of Disabled People, www.hso.se
  Eurobarometer 54.2  on attitudes of Europeans towards disability.
  This issue has been addressed during the European Conference on Employment and Disability organized by the Belgian Presidency in December 2001.

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