QUESTIONNAIRE best practices and existing ... - Q-AGEING project

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QUESTIONNAIRE best practices and existing ... - Q-AGEING project

QUESTIONNAIREonbest practices and existing policies/strategieson quality ageing in the area of urban environment and public servicesforQ-AGEING: Quality Ageing in an Urban Environment projectThe questionnaire is prepared by the Lead Partner of Q-AGEING project, LocalGovernment and Municipality of District 11 th of Budapest, ÚjbudaThe project is co-financed by the European Union in the CENTRAL EUROPEProgramme


Q-AGEING: quality ageing in an urban environment1. INTRODUCTIONLike in many cities and regions in Europe the structure of the society of the partner regions andcities of Q-AGEING project is changing radically with older workers (55-64), elderly people (65-79), and very elderly people (80+) and fewer people of working age.The Q-AGEING project is focussed on creating better conditions to enable active ageing bydeveloping actions which really belong to the competences and legal responsibilities oflocal/regional authorities. Therefore the actions are concentrated on public services and urbanliving environment. Both aspects are interlinked. The social exclusion of ageing inactive peoplewill increase if no actions in these fields are taken. The creation of activity/jobs for elderly willbe more difficult if no innovation in public support is realised and the attractiveness of theurban environment and thus competitiveness will decrease if the changing needs of these biggroups are not taken into account.All partners of Q-AGEING project dealt with these issues for a couple of years. Nevertheless theproblems described still occur and will further increase without appropriate steps. Thepartnership has been built on finding the best mix of competences and experiences.During the first semester of the Q-AGEING project (December, 2008 – May, 2009) all partnershave to create their own regional situation analysis with a specific focus on their local needsand themes.Representatives of project partners met on 5-6 February, 2009 in Budapest in the frame of the1 st Working Group meeting. During the meeting partners agreed that the above mentionedanalysis will be composed of two parts:1. Needs analysis: based on large scale quantitative or qualitative (citizens jury) method tobe chosen optionally by partners according to their needs and available budget.2. Policy survey: qualitative analysis on existing policies, tools, good or bad practices in thepartner municipalities/regions to serve as input for collection of best practices.Most partners agree that the Citizen Jury is a good and innovative method to be used for thesurvey; however, some partners will choose the large scale survey. The choice of partners willdepend on their local needs and objectives towards such analysis and on their available budget.The aim of this review is to get examples on best practice and policies/strategies for qualityageing in the participant countries in the CENTRAL EUROPE project: Q-AGEING: Quality Ageingin an Urban Environment. The Q-AGEING project emphasizes to develop actions in the area ofpublic services and urban living environment. Best practices, efficient interventions, policies andstrategies both at EU and partners’ regional level will be reviewed by this document.Recommendations for policy and practice on quality ageing at partner regions’ level will bemade and a report will be produced.The project Q-AGEING is initiated and coordinated by the Local Government and Municipality ofDistrict 11th of Budapest, Újbuda and funded by the European Commission in the CENTRALEUROPE Programme.To prepare a questionnaire for policy survey is the responsibility of the Lead Partner. Theobjective of this questionnaire is to review the existing policies, tools, good or bad practices inthe partner municipalities/regions and in European level related to theme of ageing. With thehelp of this questionnaire all Q-AGEING project partners have to review examples andpolicies/strategies of their regions in the area of urban environment and public services until 31May, 2009.2


Q-AGEING: quality ageing in an urban environment2. GUIDELINES TO THE QUESTIONNAIRE ON BEST PRACTICE AND EXISTINGPOLICIES/STRATEGIES IN THE AREA OF QUALITY AGEINGThe purpose of this document is to instruct and guide Q-AGEING project partners in selectingsuccessful, transferable and sustainable models/examples (best practice) and strategies,policies and actions on how to create better conditions to enable active and quality ageing inthe area of public services and urban living environment,Since Q-AGEING is a European project with the active membership of 9 different legal bodies,the findings will be disseminated all over Europe, at local Strategic Regional Platforms as wellas in international workshops, road-show events and final conference. They will be the base fordeveloping a best practice collection, a toolkit and several pilot projects, which are the mostimportant outputs of the Q-AGEING project. The outputs will be available on the Q-AGEINGhomepage and in the Ageing Resource Centre in Maribor as well.3. FRAMEWORKQuality aging is a broad concept, within which Q-AGEING project partners have their specificfocuses. Partners will create a wide quality ageing Toolkit linked to public services and urbanenvironment, which clearly belong to the competences and legal responsibilities oflocal/regional authorities.Major themes of Q-AGEING:1. senior-friendly housing2. access to public transport system, mobility of elderly3. urban mobility4. senior friendly community services in public buildings5. access to recreation6. elderly in the labour market7. self-organisation, independent living8. elderly at life-long learning programmes9. health and prevention10. access to volunteer work11. urban environment/infrastructure12. access to public buildings13. otherBelow you find some definitions and information which could be valuable for the survey.OECD (Organisation for Economic Co-operation and Development) Report on ageing: Populationageing is one of the most important challenges facing OECD countries. Over the next 50 years,all OECD countries will experience a steep increase in the share of elderly persons in thepopulation and a large decline in the share of the population of prime working-age.Consequently, in most countries, the number of workers retiring each year will increase sharplyand eventually exceed the number of new labour market entrants. If there is no change in workand retirement patterns, the ratio of older inactive persons per worker will almost double fromaround 38% in the OECD area in 2000 to just over 70% in 2050. In Europe, this ratio could riseto almost one older inactive person for every worker over the same period.Ageing on this scale would place substantial pressures on public finances and reduce growth inliving standards. For instance, on the basis of unchanged participation patterns and productivitygrowth, the growth of GDP per capita in the OECD area would decline to around 1.7 % per yearover the next three decades, about 30% less than its rate between 1970 and 2000.3


Q-AGEING: quality ageing in an urban environmentActive Aging: The World Health Organization (WHO) defines this in its “Active Ageing. A PolicyFramework” as “Active Ageing is the process of optimizing opportunities for health, participationand security in order to enhance quality of life as people age”http://www.who.int/hpr/ageing/ActiveAgeingPolicyFrame.pdf.According to the European Commission's communication "Europe's response to World Ageing -Promoting economic and social progress in an ageing world; A contribution of the EuropeanCommission to the 2nd World Assembly on Ageing" (18/03/2002):"[...] an orientation towardsactive ageing policies and practices. Core active ageing practices include life long learning,working longer, retiring later and more gradually, being active after retirement and engaging incapacity enhancing and health sustaining activities. Such practices aim to raise the averagequality of individual lives and at the same time, at societal level, contribute to larger growth,lower dependency burdens and substantial cost savings in pensions and health. They thereforerepresent win-win strategies for people of all ages." (p. 6)Health: According to the WHO glossary which consists of terminology as it stood with therelease of the WHR 2000 http://www.who.int/health-systems-performance/docs/glossary.htm:Health is a state of complete physical, social and mental well-being, and not merely theabsence of disease or infirmity. Health is a resource for everyday life, not the object of living. Itis a positive concept emphasizing social and personal resources as well as physical capabilities.Healthy ageing: WHO defines this as “A healthy ageing approach is one that considers theability of people of all ages to live a healthy, safe and socially inclusive lifestyle. It recognizesthe factors beyond health and social care that have a major effect on the health and well being,and the contribution that must be made by all sectors with an influence on the determinants ofhealth. It also embraces a life course approach to health that recognizes the impact that earlylife experiences have on the way in which population groups age. Healthy ageing shifts strategicthinking away from a needs based approach – the traditional approach used to deliver servicesto passive recipients – to a rights-based approach that recognizes the rights of people toequality of opportunity and treatment in all aspects, particularly as they age. It fosters apositive attitude throughout life to growing old and seeks to break down stereotypes andchange attitudes to ageing, promoting understanding between the generations.”4. BEST PRACTICE4.1 What is a best practice?The term “best practice” in this review refers to concrete actions, interventions, case-studies,projects or programs that take place at local, regional or national level and can be transferredas a model to other partners. Best practices can relate to but not incorporate strategies andpolicies.CHECKLIST/CRITERIAThe following eight criteria must be fulfilled by the selected (best) practicesRelevant to quality ageingThe practice should address promotion of quality ageing in later life stages (60+) with a focuson the “quality” aspects of ageing and not primarily to health care or social care of the elderly.4


Q-AGEING: quality ageing in an urban environmentRelevant to the two major topics in the projectThe practice should reflect creative solutions to the major topics of the Q-Ageing project: urbanenvironment and public services.EvaluationThe selected practice should demonstrate a tangible and positive impact on the individuals andpopulation served that can be measured quantitatively and/or qualitatively.TransparencyThe practice/policy should clearly describe the objectives and expected outcomes.SustainabilityThe practice should write down clearly the methods to be sustainable (how? Why?).Potential for replication and transferabilityThe practice should be able to serve as a model for generating new projects and initiativeselsewhere. It should be possible to transfer it to other European countries. Describe how.Innovative perspectiveIs the practice innovative in promotion of quality ageing in later life stages (60+)?Cost-benefitHow has the practice achieved the desired results with the most cost-efficient use of resources?3.2 Types of practices to be selected by the partnersEach municipality project partner and PP9 is requested to provide at least 4local/regional best practices (by filling 4 sheets) on promoting quality ageing that have beendeveloped for people aged 60 and above: two under the topic of public services and anothertwo linked to urban environment.When you use the questionnaire, please try to match your examples to the major topicsmentioned above, under point 3.Each knowledge provider partner (PP4, PP8 and PP9) is requested to provide at least 4best practices on promoting quality ageing that have been developed for people aged 60 andabove at EU level: two under the topic of public services and another two linked to urbanenvironment.5


Q-AGEING: quality ageing in an urban environment4. POLICIES AND STRATEGIESThe project will review existing or planned strategies and policies on quality ageing across Q-AGEING partner regions. A first step is to collect existing policies and strategies in local/regionallevel.In some cases you might not find any local/regional policies/strategies on quality ageing, butthere might be national policies/strategies for quality ageing or for urban environment andpublic services including action plans on ageing problems. If so, it would be of great benefit forthe project to get information about these policies/strategies and action plans.Each municipality project partner and PP9 is requested to provide at least 2 local/regionalpolicies/strategies on promoting quality ageing: one under the topic of public services andanother linked to urban environment. The next step will be to review strategies and policies onquality ageing on EU level. Each knowledge provider partner (PP4, PP8 and PP9) istherefore requested to provide at least 2 policies/strategies on EU level promoting qualityageing: one under the topic of public services and another linked to urban environment.5. METHODS FOR SELECTIONThanks to the above reviews we hope to be able to collect the success factors for quality ageingand find best practice/intervention and policies and strategies on different levels. The reviewwill be made by the project partners in the participant countries (Germany, Hungary, Italy,Poland and Slovenia), but we welcome also other examples to promote quality ageing.Please duplicate the questionnaires according the number of the selected practices andpolicies/strategies.The examples of best practice and policies/strategies we receive from you will be reviewed byThe Appraisal Expert Panel (AEP) of the project. Following that, the LP will summarize theresults in a draft report which will be discussed in the transnational Q-Ageing working group.The jointly developed document of selected best practices will be published on the projectwebsite and in newsletters.The approach to collect best practices and policies/strategies can vary, but you definitely shouldcontact the members of the relevant SRP as key stakeholders in the area of quality ageing andalso involve the main institutions. The methods used to collect and select best practice andpolicies/strategies should be clearly described.6


Q-AGEING: quality ageing in an urban environmentQUESTIONNAIRE ON BEST PRACTICE AND EXISTING POLICIES/STRATEGIES ONQUALITY AGEING IN THE AREA OF URBAN ENVIRONMENT AND PUBLIC SERVICESQ-AGEING: Quality Ageing in an Urban EnvironmentName of participating organisation in the Q-AGEING project:……………………………………………………………………………………………………………………………………………………………Contact person:………………………………………………………………………………….…………….…………….…………….Post address: ……………………………………………………………………………………………………………………………….E-mail address: …………………………………………………………………………………………………………………………..Fax: ……………………………………………………………………………………………..........................................Questionnaire Best PracticePlease duplicate the questionnaire as you need according to the number of the selectedexamples. Please, fill the questionnaire in English in a readable and clear way! Please add newlines if needed.1. Original Name of practice……………………………………………………………………………………………………………………………………………………………2. Name in English……………………………………………………………………………………………………………………………………………………………3. Contact detailsName of organisation:……………………………………………………………………………………………………………………………………………………………Contact person:………………………………………………………………………………….Postal address: ………………………………………………………………………………….Country: ………………………………………………………………………………………...E-mail address: ………………………………………………………………………………….Fax: ……………………………………………………………………………………………...7


Q-AGEING: quality ageing in an urban environment4. Aim. Please write down clearly the main objectives.…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………5. The exact target groupPlease write down in details the target group. Please remind that the practice should addressquality ageing in later life stages (60+).…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………6. Major topicsPlease, mark the major area:Urban environmentPublic servicesPlease, mark which sub-theme the selected practice refers to:senior-friendly housingaccess to public transport system, mobility of elderlyurban mobilitysenior friendly community services in public buildingsaccess to recreationelderly in the labour marketself-organisation, independent livingelderly at life-long learning programmeshealth and preventionaccess to volunteer workurban environment/infrastructureaccess to public buildingsother8


Q-AGEING: quality ageing in an urban environment7. EvaluationIs an evaluation of the practice planned/under way/has it been already made? Does itdemonstrate an impact that can be measured quantitatively and/or qualitatively? Pleasedescribe the evaluation.…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………8. Transparency and documentationDescribe the objectives and expected outcomes. How is the practice documented?…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………9. SustainabilityThe practice should write down clearly which methods help the practice to be sustainable (how?Why?). Will the effect of the practice be sustainable? What measures have you planned toensure the sustainability and further development of the practice?…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………10. Potential for replication and transferabilityThe practice should be able to serve as a model for generating new projects and initiativeselsewhere. Is it possible to transfer the practice to other European countries? Describe how.…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………11. Innovative perspectiveIs the practice innovative in promotion of quality ageing in later life stages (60+)?…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………9


Q-AGEING: quality ageing in an urban environment12. Cost-benefitIs a cost-benefit analysis planned or under way? Please describe the cost-benefit analysis.…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………13. StaffWhat is the key factor in human resources which makes the practice a best example? (e.g.strong community, volunteers, leading behaviors)…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………14. StructurePlease describe the structure of the practice (Organisation, responsibility, resources…)…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………15. ScopePlease, describe the number of elderly involved.…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………16. MethodsPlease, explain the methods which are used. What forms of collaboration have beenestablished?…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………17. Funding/budgetWho is funding the practice? Which budget does the practice have (approximately)?…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………10


Q-AGEING: quality ageing in an urban environment18. OutcomesHave the aims been achieved? Are there changes in the behavior of the target group?…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………19. Strengths and difficulties?……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………20. What can be learned of the practice?……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………21. Policy, strategyDoes the practice contribute/link to any policy/strategy on local, regional, national orinternational level?……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………11


Q-AGEING: quality ageing in an urban environmentQUESTIONNAIRE ON EXISTING LOCAL/REGIONAL/EU LEVEL POLICIES/STRATEGIESON QUALITY AGEING IN URBAN ENVIRONMENT AND PUBLIC SERVICESPlease duplicate the questionnaire as you need according to the number of revieweddocuments. Please, fill the questionnaire in English in a readable and clear way! Please add newlines if needed.1. Do you have a policy/strategy on quality ageing in the area of urban environmentor public services?A. National levelIf you do not have a policy/strategy available at national level, please continue with thefollowing levels:B. Regional levelC. Local levelD. Others…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………If you do not have any direct policies/strategies for elderly people relevant to A, B, C or D,please look for an action plan/policy/strategy focusing on urban environment or public serviceswhich includes the theme of ageing as well.or:E. Action plan/policy/strategyon EU level2. Name of the policy/strategy/action plan……………………………………………………………………………………………………………………………………………………………3. Aim of the policy/strategy/action plan…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………12


Q-AGEING: quality ageing in an urban environment4. Target group……………………………………………………………………………………………………………………………………………………………5. Age-group……………………………………………………………………………………………………………………………………………………………6. SettingIs the policy/strategy targeting any special “setting” (for example: rural area, work place,transport, home etc.)…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………7. Summary of the policy/strategy/action plan (Max 100 words)……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………8. The policy/strategy/action plan is decided upon by……………………………………………………………………………………………………………………………………………………………9. ResourcesWhich organisation is responsible for implementing the policy/strategy? Which resources areallocated for the policy/strategy?…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………13


Q-AGEING: quality ageing in an urban environment10. Timeframe……………………………………………………………………………………………………………………………………………………………11. Quality ageingHow does the policy/strategy relate to promoting quality ageing in the area of urbanenvironment and public services? Why is the policy/strategy innovative?…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………12. BenefitsWhich are the benefits for the elderly population of the policy/strategy?……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………13. Side effectsAre there any positive or negative side effects of the policy/strategy?……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………14. Data resourcesIs the policy/strategy linked in a specific way to any data? Please, give example(s).……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………14


Q-AGEING: quality ageing in an urban environment15. Best practiceHas the policy/strategy resulted in any specific projects for quality ageing? Please, giveexample(s).……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………16. Has the strategy been evaluated? Which are the results?……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………17. CommentsPlease, give your own comments on policies/strategies for promoting quality ageing.……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………Thank you for your cooperation!15