1. Phnom Penh, 1 November 2011 Helmut Schwarzer
SPER Methodology - Social Protection Expenditure and Performance Review
Phnom Penh, 1 November 2011
Helmut Schwarzer

2. Performance Evaluation of a Social Security System
PROJECTION ANALYSIS
SOCIAL PROTECTION SYSTEM
MANAGEMENT AND FINANCING

3. Description and Aims of a SPER What is a SPER?
The « Social Protection Expenditure and Performance Review» is a tool developed by the Social Security Department of the International Labor Office (ILO).
It measures and evaluates the social protection programs with the goal of establishing an overview.
A SPER notably contributes to a global picture of the expenditure trends, the social coverage and level of benefits, with the aim of supporting the policy-makers on the field of social policy. 3 3

4. Description and Aims of a SPER Which are the goals of a SPER?
Analize the demographic and economic settings, especially the levels of informality and characterize vulnerable groups.
Identify the coverage level of the social protection system.
Offer a static analysis of the costs and financing sources of a national social protection system.
Measure the performance in terms of efficacity, equity and efficience of the social protection system, as well as develop a number of performance indicators of the system. 4 4

5. Description and Aims of a SPER: Analytical Sequence
Demographic and Economic
Environment
Informality Level?
Vulnerable Groups?
Risk sources?
Social Protection Coverage
Occupation of workers?
Quality of occupation?
Social Protection Costs
Covered population?
Efficacity of the Schemes?
Performance Evaluation of the
Existing System
Distribution of current funds?
How is Social Security financed?

6. Demographic Characteristics Urbanization, population structure, etc.
Description and Aims of a SPER Demographic and Macroeconomic Environment
Demographic Characteristics
Urbanization, population structure, etc.
Labour Market
Participation rates, unemployment/underemployment rates, distribution of employment by sector and income levels
Macroeconomic environment
Income, employment, poverty and redistribution

7. Global vision of the Social Protection System
Description and Aims of a SPER Coverage of the Social Protection System
Global vision of the Social Protection System
Overview of the social protection institutions and the characteristics of the benefits
Benefit levels
Equity and sufficiency of benefits
National Coverage Measurement
Social protection coverage analysis
Identification of limits to coverage extension

8. Description and Aims of a SPER Social Protection System Costing
Total Annual Cost of Social Protection
As % of government expenditure
As % of GDP
Regarding age, gender, income levels and employment sectors

9. Description and Aims of a SPER Social Protection Regimes
Old-Age, Invalidity and Survivorship
Labour Accidents
Family Benefits
Sickness and Maternity
Unemployment
Social Assistance
Employment Policies 9 9

10. Effectiveness Indicatores Social Results Wealth Redistribution
Description and Aims of a SPER Performance measurement of existing schemes
Effectiveness Indicatores
Social Results
Wealth Redistribution
Administrative Performance
Coverage Indicators
Coverage Levels
Coverage Extension
Coverage Quality
Financing Indicators
Proportion of Expenditure on Social Protection

11. The indicators can be compared to: Social policy goals
Description and Aims of a SPER Performance measurement of existing schemes
The indicators can be compared to:
Social policy goals
Recent experience
National experience
International Standards