| Executive Summary | ![]() ![]() |
| The
Mapping of Living Conditions in
Lebanon study is a joint project between the Ministry of
Social Affairs and the United Nations Development Programme (UNDP). The
project aims to provide information and analyses needed for the
formulation of policies that contribute to the improvement of living
conditions in Lebanon. To this end, the study seeks to measure the
degree of satisfaction of basic needs in Lebanon for households and
individuals, and to deduce the regional demographic, economic and social
characteristics of the population. |
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| The data base for the
study came essentially from the results of the Population and Housing
Survey which was carried out by the Ministry of Social Affairs in
cooperation with the United Nations Population Fund (UNFPA) (March 1994
- September 1996). The study also draws on a number of recent works and
research notably: Lebanon Maternal and Child Health Survey (1996 -
UNFPA, WHO, UNICEF, League of Arab States, Ministry of Health); the
Labor Market Study prepared by the National Employment Office and
supported by UNDP, ILO (1997); and the report entitled "A Profile
of Sustainable Human Development in Lebanon" published by the
Council for Development and Reconstruction (CDR) and supported by the
United Nations Development Programme (1997). |
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| The study attempts to
measure the level of satisfaction of basic needs for households and
individuals residing in Lebanon. It is not a study on poverty and the
poor, but on living conditions. However, it implicitly includes a rough
and indirect estimate of the poverty phenomenon in Lebanon as an element
of a broader phenomenon, namely, that of deprivation from the
satisfaction of basic needs. In this connection, it is important to bear
in mind that the term "low" satisfaction used in the study
does not necessarily correspond to "poor", nor does the term "high
satisfaction" correspond to "rich" or that of "intermediate"
satisfaction to "middle" class. This is particularly true of
the category of intermediate satisfaction, which represents the largest
category of households living at the threshold of satisfaction of basic
needs, or somewhat above it |
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| The timing of the
study coincides with the mounting concern regarding the pattern of
income distribution in Lebanon. The war brought about a reversal in the
significant improvements which were realized during the 1960s and first
half of the 1970s. As a result, the pattern of income distribution in
the mid - 1990s came to resemble that which prevailed at the beginning
of the 1960s, with the share of the low income category rising sharply
at the expense of both the intermediate and high income categories. |
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| Methodology | |
| To measure the "level
of satisfaction of basic needs" for households and the population
residing in Lebanon, the study uses the "Unsatisfied Basic Needs"
(UBN) method. This methodology was applied to the raw data obtained from
the Population and Housing Survey. In the absence of income and
expenditure data, and on health indicators, a set of 11 indicators was
selected, grouped into four fields, as follows: * Housing and related indicators * Water and sewerage * Education and related indicators * Income-related indicators |
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| As a result of the
application of the UBN methodology, each household obtains 11 scores,
corresponding to the 11 individual indicators. The household also
obtains 4 scores corresponding to the 4 field indices. Finally, it
obtains a composite score for the living conditions index which is used
to classify households into 5 or 3 categories on the scale of basic
needs satisfaction (very low, low, intermediate, high and very high).
The 3-level classification combines the degrees of very low and that of
low satisfaction in one category, namely, "low" satisfaction;
and the degrees of high and very high satisfaction in a category of "high"
satisfaction. It leaves the category of "intermediate"
satisfaction unchanged with respect to both range and designation. |
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| Given that the scope
of the study was confined +to the measurement of the degree of
satisfaction for those needs that could be examined through the
questions included in the Population and Housing Survey, has meant that
other priority needs such as health care had to be left out. |
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| Characteristics
of the Deprived |
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| The study examines
the characteristics of the deprived in Lebanon with respect to location,
demography, education, housing services, car-ownership and occupation of
head of household and relation to the labor force. |
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| Geographical
distribution. |
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| The study deals with
the geographical distribution of households on the basis of degrees of
satisfaction in accordance with three approaches. |
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| The
first approach
involves the measurement of the proportion of households that fall below
the threshold within the geographical/administrative regions, i.e. the
mohafazats and kadas. This criterion makes it possible to classify the
mohafazats and kadas based on the extent of deprivation, and to rank
them in descending order, from the most to the least deprived. It also
allows making approximate comparisons of the social structures
prevailing in the different kadas. This type of approach is suitable for
drawing-up local policies, and for determining rural development
priorities. |
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| It is worth noting in
this connection the contrast between the Mohafazat of Beirut and that of
Mount Lebanon, on the one hand, where the proportion of households
classified as having a high degree of satisfaction is larger than that
of deprived households, and the remaining four mohafazats (the North,
Bekaa, South and Nabatieh), where the situation is reversed. |
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| The second
approach involves the measurement of the actual numerical
distribution of deprived households (and individuals) among the
different regions. This makes it possible to estimate the size of the
potentially targeted groups and their location - parameters necessary
for designing assistance programs and defining the services to be
delivered to these groups at the places where they live and work. |
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| The ranking of kadas
according to the actual number of deprived resident households, as a
percentage of all deprived households in Lebanon, differs from the
ranking observed in the first approach. This is because the deprived
concentrate in large numbers in urban areas (57.4 percent of the
deprived population is found in urban kadas). The capital and its
suburbs alone contain 25.3 percent of the total deprived population -
most of them having moved from deprived rural areas. |
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| Based on the actual
number of resident deprived population the kada of Akkar comes first
(12.5 percent) followed by Baabda (11.8 percent), Tripoli (8.2 percent),
Baalbeck (7.6 percent), El-Metn (6.3 percent), Tyre (5.7 percent),
El-Minieh (5.1 percent) and Beirut 7.2 percent. The kadas having the
least number of deprived are: Jezzine (0.4 percent), Bcharry (0.5
percent), Hasbayya (0.7 percent), Rachayya (0.9 percent), Batroun (1.1
percent). It is worth noting that the ranking of the latter group of
kadas reflects the small size of their population, more than high levels
of well-being. |
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| The
third approach measures
the percentage of deprived households according to the place of
registration of the household head in the civil registry. This approach
enables the determination of the kadas of origin and destination of the
deprived and measurement of the extent of rural-urban displacement.
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| Based on the lieu of
registration of the household head, the ranking of kadas becomes as
follows: Akkar (11.4 percent), Baalbeck (9.4 percent), Tyre (5.8
percent), Tripoli (5.3 percent), Bent-Jbeil (5.2 percent), Chouf (4.8
percent), Nabatieh (4.6 percent) and Beirut (6.7 percent). By the same
criterion, the kadas with the least deprivation are Rachayya (1
percent), Bcharry (1 percent), Koura (1.2 percent), Hasbayya (1.2
percent), Batroun (1.3 percent) and Jezzine (1.3 percent). |
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| If the percentage of
deprived households calculated according to the lieu of registration of
the household head were related to the total number of households in the
kada, the kada of Hermel comes first with 61.4 percent, followed by
Akkar (55.6 percent). At the opposite end, there are the kadas of
kesrouan and El-Metn, where the percentage of deprived households is
about 16 percent of all households registered, and Beirut (19.1
percent). |
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| The leading exporters
of deprivation are the kadas of Baalbeck, Bent-Jbeil, Akkar, Marjaayoun,
Chouf and Nabatieh; while the main receivers are Baabda, El-Metn,
Tripoli and Kesrouan; in addition to Beirut. |
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| Demographic
characteristics. The age pyramid of the deprived population
differs in significant respects from that of the total population. The
deprived include in their ranks a larger number of children and old
people. Children aged 0-14 years account for 35.6 percent of the
deprived in Lebanon, i.e. 6.3 percentage points above the national
average. Similarly, old people aged 65 years and above constitute 8.3
percent, or 1.4 percentage points higher than the national average. In
contrast, their share in the population of working age is lower, being
56 percent compared to 63.8 percent for the country as a whole. Deprived
households also include a larger number of individuals, and a higher
percentage of widows/widowers than the national average. The ratio of
deprivation is also higher among households that have women as their
head: |
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| * The average size of
the deprived household is 5.11 persons, compared to a national average
of 4.65; * The ratio of widows/widowers reaches 19 percent among deprived households, compared to 11.8 percent for the country as a whole; and, * Households headed by a woman represent 19.3 percent of all deprived households, compared to a national average of 14.1 percent. |
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| Educational
characteristics. Deprivation is associated with low
educational attainment. The majority of the illiterate, and those with
low educational attainment, belong to the category having a low degree
of satisfaction. In general, children of deprived households attend
public schools and free private schools, including schools established
by religious bodies and charitable organizations. These children are
highly exposed to the possibility of delays, failure, and dropout, which
reduces their chances of reaching the secondary and university level. |
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| Illiterates make up
21.2 percent of deprived individuals, compared with 11.1 percent in the
population as a whole. Those who can read and write make up another 12.5
percent; while 23 percent of the total deprived population has never
attended a school. Those who have completed the intermediate level
constitute 9.2 percent of the deprived, the secondary 2.7 percent, and
university students 0.4 percent only. The corresponding national
averages being, respectively, 15.8 percent, 11.7 percent, and 5.5
percent. |
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| Characteristics
related to housing, services and car-ownership. The study
shows that there is no direct correlation between the type of dwelling
and its ownership, and living conditions since a significant percentage
of the deprived households own the dwelling in which they live and are
less dependent on rent. There is, however, a clear link between the
number of rooms and the area of the dwelling on the one hand, and the
low degree of satisfaction, on the other. |
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| * Around 69.5 percent
of deprived households live in apartments, while another 29.6 percent
live in an independent house. Also, 60.6 percent of them fully own their
house, while tenants constitute 21.5 percent. * Some 74.1 percent of the deprived households live in houses having 3 rooms or less (12.5 percent of households live in one room); another 12.2 percent live in houses having an area of less than 30 square meters; while 40.3 percent live in houses with an area ranging between 31 and 80 square meters. |
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| With respect to
heating and other services, and car ownership, the study shows that:
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| * The majority of
deprived households (59.7 percent) use fuel oil, gas or kerosene for
heating; 23.8 percent use other means (charcoal, wood...); while 13
percent have no means of heating. * As for water, 73.3 percent of deprived households are connected to the public network, while 12.5 percent are not. The network is the main source of non-sterilized potable water for 60.3 percent of the deprived households, compared to 14.1 percent which resort to water from springs, and another 20.1 percent which rely on other cheap sources. * With respect to sewerage, 48.6 percent of deprived households use septic tanks, and another 46 percent benefit from the public sewerage system. * As for car-ownership, 71.2 percent of deprived households do not own a private car, and only 28.1 percent own one. |
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| Occupation
of head of household and relation to the labor force. Wage
earners constitute 58.3 percent of heads of deprived households; the
self-employed another 38.7 percent; and employers 2.9 percent only. This
indicates that work in itself is not enough to escape deprivation due to
the limited wages earned in a vast array of occupations, and in several
economic sectors. |
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| The study also
indicates that the bulk of heads of deprived households are engaged as
farmers and skilled workers in agriculture and fishing (12 percent);
operators and drivers of heavy vehicles, equipment and cranes (11.5
percent); unskilled workers and employees in sales and services (10.7
percent); vendors and slaes assistants (9.7 percent); miners and
construction workers (9.1 percent); and agricultural workers and
fishermen (9 percent). |
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| Policies
Bearing on Living Conditons |
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| Wage
policy is a major element in improving living conditions and
the fight against poverty, as wage earners constitute currently around
70 percent of the labor force in Lebanon, and because the value of real
wages was eroded by inflation during the last two decades. Moreover,
successive wage corrections have not been sufficient to compensate for
the effects of inflation and the cumulative rise in the cost of living. |
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| Employment
policy appears to be spontaneous and left to the market
mechanism. Official pronouncements do not include reference to any
specific employment policy. The Lebanese labor market is open and free
of any effective regulation regarding the employment of expatriate
labor. This demands the adoption of a more systematic and less
spontaneous approach for promoting employment involving provisions and
incentives to protect the labor market; creation of employment
opportunities to absorb in particular the young seeking employment for
the first time; the rehabilitation of those already employed; and the
promotion of small and medium-enterprise. |
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| There also appears to
be possibilities for horizontal and vertical expansion in
agriculture capable of
creating employment opportunities. Similarly, the ability of Lebanese
industry to withstand
heavy losses during the war indicates that it continues to retain
numerous advantages, rendering its support a highly rewarding
alternative for promoting growth and employment. |
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| Reducing the
cost of living is
another ingredient in the policy to improve living conditions. After
1992, the government was able to reduce the rate of inflation
dramatically, stabilize the currency and even improve the rate of
exchange of the Lebanese Pound. However, the social ramifications of
these improvements have remained weak. Also, sufficient attention has
yet to be given to the social implications of current policies relating
to taxes, fees and pricing of services. |
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| Safety
nets could play an important role in reducing the spread of
poverty and improving living standards. The scope of their coverage and
benefits, however, would have to be expanded considerably to have a more
meaningful impact and compensate for unfavorable trends triggered by the
war. |
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| Main
findings and Recommendations |
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| Findings: |
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| According to the
Living Conditions Index, there are 214,000 households, or 32.1 percent
of the total, that live below the satisfaction threshold, counting
1,095,000 individuals or 35.2 percent of the Population. These are
divided between households having a very low degree of satisfaction,
including 7.1 percent of households (6.8 percent of individuals), and
those having a low degree of satisfaction, including 25 percent of
households (28.4 percent of individuals). Households having intermediate
satisfaction represent the largest component, with 41.6 percent of
households (42.2 percent of individuals), while households having a high
degree of satisfaction account for 26.4 percent of the total (22.3
percent of individuals). |
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| A large percentage of
Lebanese households appear to be able to satisfy their needs to an
acceptable degree in so far as housing, water and sewerage services are
concerned. The extent of deprivation, however, increases when it comes
to income-related indicators and education. In other words, deprivation
expressed by low income levels in Lebanon is probably more widespread
than forms of deprivation related to the availability of basic material
and social services. Income levels are sensitive to short term changes,
and to political and economic factors that adversely impact on the
sources of income. In contrast, the other elements are subject to
influences that take longer to be felt, and reflect assets and resources
accumulated by households, or services made available by the public
sector. |
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| This implies that
improving household incomes and the level of education would probably
contribute to improve overall living conditions more than would
improvements in housing and in water and sewerage services. |
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| Hence, the importance
of giving priority to designing policies and programs that support
household incomes directly and indirectly, through a diversified package
of projects and measures: raising wages; creating more productive
employment opportunities by providing new employment outlets or through
training and vocational rehabilitation; and lowering the cost of
commodities and services that enter into the basic needs basket,
especially education and health services. |
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| The important role
which the private sector assumes in education and health care renders
the monetary equivalent of the basket of goods and services considered
as basic needs high in Lebanon relative to income levels. The gap
between incomes and expenditure needs could also be reduced by lowering
the cost of these two essential services. |
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| The study shows that
the majority of households own the house in which they live, especially
in rural areas. It also shows that the origins of the problems -
particularly acute in the case of newly-formed households - in this
field are many, of which the most important are: the small area of the
dwelling and limited number of rooms, especially in the case of
households in the lower satisfaction category; high cost of acquiring a
house relative to income levels whether through building, purchase or
rent; regional disparities in demand and its concentration in the
capital and its suburbs due to the concentration of study and employment
opportunities in these areas; differences in the actual and legislative
status of leased dwellings, depending on the date of lease and
stagnation of the rent market; and disparity between the structure of
supply and demand for housing, in general, leading to the emergence of a
very large number of vacant apartments (estimated at around 20 percent
in Mount Lebanon at the beginning of 1996 and 11.9 percent in Beirut).
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| Concerning water, the
problem varies depending on the regions and the adequacy of the
infrastructure. The priority in this field, however, is for
rehabilitation, increasing the number of feed hours, water treatment and
quality control, especially of potable water. In the case of sewerage,
the main problems relate to the environmental and health effects: need
to unload and treat the accumulated refuse, treatment of sewage flows
before being discharged into rivers or the sea, as well as the
deterioration of the sewers network and the leakage of sewage waters to
the water network. |
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| Worth noting in this
connection is the positive link between government intervention (legal
intervention in the case of rent, or the direct production and provision
of services as in the case of water and sewerage) and the reduction of
disparities in the degree of satisfaction of basic needs. In contrast,
it is possible to link the acute disparity in the field of education to
the diminishing role of public education, and the growing importance of
the private sector and the associated sharp rise in the cost of
education. |
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| Recommendations: |
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| The responsibility
for designing practical and effective policies for raising living
standards does not rest with the Ministry of social Affairs alone, nor
with any specific group of ministries. It is the collective
responsibility of all the parties involved in the development process,
with a special role for the government, including the entities concerned
with the formulation of overall economic and social policies. |
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| Two broad types of
intervention may be distinguished. The first type is directed mainly at
dealing with the consequences of deprivation rather than with its
causes. This type of intervention targets socially weak and vulnerable
categories (the handicapped, households that have women as head, etc.);
or it targets a specific and well-defined deprived region. |
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| The second type of
intervention is of the preventive kind and takes place at the level of
formulating macro-economic and social policies. It is addressed at the
underlying causes of poverty and includes interventions ranging from
economic and social legislation (taxes, fees, labor legislation, etc.);
sectoral policies (wage and price policies and demographic, education
and health policies, etc.); to integrated economic and social
development programs (rural development programs, programs for the
return of the displaced). |
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| The Mapping of Living
Conditions study is an important endeavor to provide the information
base needed for elaborating remedial policies and measures. But while
the study can assist in highlighting the need to cover other aspects,
these should be the subject of separate studies that adopt methodologies
appropriate to the issues to be investigated, such as household income
and expenditure, and poverty studies. |
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| The
recommendations of the study cover the following broad areas: |
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| * Priorities of intervention at the national level | |
| * Regional disparities * Gap between incomes and the cost of living |
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| * Sectoral level | |
| * Housing * Education * Water and sewerage * Health Care * Income-related indicators |
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| * Priorities for
action at the level of regions |
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| * Subsequent studies. |
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| The recommendations
include: |
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| * Endeavor to exploit
the results of the various surveys and studies that have become
available recently, and those to be issued subsequently. * Elaboration of a national strategy for rural development with the aim of halting the mechanisms that generate regional disparities. * Promotion of decentralization of private sector economic activity, including a more balanced distribution of financial resources for investment. * Restoring balance between the roles of the public and private sector in the field of education and health care to achieve ultimately free and mandatory basic education, free primary health care, and more efficient preventive medicine. * Elaboration of a flexible and appropriate wage and income policy consistent with the level of prices, and a more effective employment policy. * Interventions and special programs in favor of young people seeking to set up new and independent households. * Special programs to improve housing standards for deprived households who own their dwellings. * Raising the standard of water and sewerage services in the deprived regions to the national average, controlling the quality of potable water, and preventing its contamination at the source or during carriage in the network. * Gradual expansion of the absorptive capacity of public schools. * Increasing the number of kindergartens in the public and civil sectors. * Activation of the public sector role in the formulation of health policies and provision of services, and controlling the quality and cost of health care services provided by the private sector. * Coordination of public and private sector efforts to provide free or quasi-free primary health care services, including benefits from the existing network of social and heath centers, civil society centers and medical schools' programs. * Adoption of measures to create an environment conducive to the establishment and growth of small and medium enterprise. * Modernization and expansion of the scope of vocational rehabilitation and training, and promotion of income-generating projects. * Intervention in the most deprived kadas and according greater priority to the phenomenon of deprivation in the cities and suburbs, where the largest concentration of deprived households is found. |
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