Technical Assistance for Capacity Building of Social Security Institution, Turkey

Transcription

1 This project is co-financed by the European Union and the Republic of Turkey Technical Assistance for Capacity Building of Social Security Institution, Turkey Funded by European Union and Turkish Republic EuropeAid/126747/D/SV/TR Interim Report July 2010

2 ACRONYMS / ABBREVIATIONS Acquis AP BBI CEC CFCU EUD EEC ECJ EU EP EUSG ITP ILO ISKUR MC MISSCEO MISSOC MoLSS MoH MoF MS NPAA PIU SC SOCO SPO SSI/SGK STE TA TNA TL TAT ToR ToT VAT Acquis Communautaire Accession Partnership Bernard Brunhes International, Contractor, Consortium Leader Commission of European Communities Central Finance and Contracts Unit Delegation of the European Union to Turkey European Economic Community European Court of Justice European Union European Parliament European Union Secretariat General Integrated Training Programme International Labour Organisation Turkish Employment Agency Management Committee Mutual Information System on Social Protection of the Council of Europe Mutual Information System on Social Protection Ministry of Labour and Social Security (Turkey) Ministry of Health (Turkey) Ministry of Finance (Turkey) EU Member State National Programme for Adoption of the Acquis Project Implementation Unit Steering Committee Bilateral or EU-level co-ordination of social security Senior Programme Officer Social Security Institution Short Term Expert Technical Assistance Training Needs Analysis Team Leader Technical Assistance Team Terms of Reference Training of Trainers Value Added Tax 2

3 Table of Contents EXECUTIVE SUMMARY... 7 PART 1: OPENING 6 MONTHS OF PROJECT INTRODUCTION UPDATE OF TERMS OF REFERENCE (TOR) INCEPTION PHASE Inception Report (IR): Logistical arrangements: CFCU APPROACH OF CONTRACTOR Component 1: Training Programme Training Needs Analysis (TNA) Training Component 2: Awareness Raising Three Awareness raising Conferences Supporting Activities List of Indicators for monitoring and evaluation Communications Plan: Risks and assumptions: PART 2: PROGRESS FOR 6 MONTHS TO END-JUNE MEETINGS HELD Meetings with Stakeholders: SHORT-TERM EXPERTS (STE): TRAINING COMPONENT: PCM Training: Training for Strategic Operational Group: Training for Generalist Groups: Mapping of Turkish Social Security System Exercise: Management Workshop: Study Visit: AWARENESS COMPONENT: Awareness Conference: Website/Database/Visibility: Brochures: Handbook and Glossary: Increase awareness of Project, Social Acquis: MAN-DAYS USED IN FIRST 6 MONTHS TO END-JUNE 2010: PART 3: PLAN OF ACTIVITIES FOR JULY TO DECEMBER SUMMARY OF ACTIVITIES: SUMMARY OF MAN-DAYS TO BE UTILISED: COMPONENT 1: TRAINING Management Training: Strategic Operational Group Training: Generalists Training: PCM Training: Training of Trainers: On the Job Training related to EU regulations/social Acquis: Strategic Report: Report on Non-Contributory Payments: Report on Trends in social security legislation in the EU: COMPONENT 2: AWARENESS Website/Database: Workshops No.2 and No.3: Awareness Conferences No.2 and No.3: Glossary of terms English/Turkish:

4 13.5 Handbook: Interim Report No. 2: WORK PLANNED FOR MARCH QUARTER 2011: SUMMARY WORK PLAN: DISCLAIMER: ANNEX A: SUMMARY PROJECT WORK PLAN... ERROR! BOOKMARK NOT DEFINED. ANNEX B: MINUTES OF THE MEETINGS ANNEX C : REPORT ON STUDY VISIT ANNEX D : LISTS OF TRAINING PARTICIPANTS

5 Comments to Draft Interim Report Comments of the CFCU&EUD to the 1 st Interim Report of TR /001 - Technical Assistance for Capacity Building of Social Security Institution Project are include below: CFCU & EUD Comments The cover page should be in line with the EU visibility rules Some minor changes and comments were inserted on the softcopy of the TR version and this proposed TR version was sent via dated These comments and changes should also be taken into account The report should be better structured. Some titles/sections do not follow a logical order or category. For example, it is not understood why there are sections called 3.3 CFCU 3.4 Steering Committee under the 3. Inception Phase. If the idea is to describe the contractual issues under the CFCU title, the title should be revised in such a way. The Steering Committee is a monitoring and guidance tool, and can be gathered under a general heading together with the Monthly Management Meetings, Weekly meetings, etc The information provided about Chapter 19 under the Section 2 (Update of ToR) should be revised. Please note that the Chapter has not been opened. There has been a number of commenting rounds to the draft Action Plan. The last draft version of the Action Plan was submitted by the Turkish Authorities in April The list of the trainees and institution &department should be annexed to the report. As per TOR requirements, individual study visit reports should be summarized in a unique study visit report and this unique report should be annexed to Interim report There is discrepancy between the 4.3 List of Indicators for monitoring and evaluation and the table of 11. man/days to be utilized. According to this table and summary of project work plan, 675 of 708 man/days (approximately 95% of total man/days) are supposed to be used until to the end of Such a man/day planning will cause squeezing of the activities and in other words, the implementation period will be shortened de facto to 12 months Response This is standard practices and shall be done with final Interim Report version. Majority of changes inserted and taken into account. Change in report structure implemented. Noted and information previously provided by MoLSS has been added to by this note provided by CFCU & EUD to reflect latest situation. Done. Report as provided by the beneficiary is attached as an annex as required. As indicated at steering committee meeting, planned events and activities have each been discussed and agreed with beneficiary over past few months. There is no squeezing or indeed any attempt to shorten the duration of the project. The project is over 15months and this shall not change and there is no attempt to influence this. The PIU 5

6 Therefore, utilization of man/days should be revised to be in line with the work plan made during the inception phase and TOR requirements. The report s back cover should contain the following disclaimer: The contents of this publication are the sole responsibility of <name of the author/ contractor/implementing partner> and can in no way be taken to reflect the views of the European Union. and TAT shall during August discuss this matter again and finalise action plan that ensures events and activities are listed for March quarter Initial discussions have indicated that reports, handbook, glossary and Conferences maybe rescheduled for completion in this quarter. This being agreed then the schedule of activities shall be revised and CFCU and EUD shall receive update. This is standard and shall be cone in final version being submitted. 6

7 Executive Summary The Interim Report provides an overview of the project for capacity building within the SGK and a summary progress report for first 6 months of project and a plan of activities for the second six months to end-december The Project is related directly to implementation of the Social Acquis in Turkey and as such the project activities are directed mainly at SGK officials at HQ, whilst involving MoLSS which has a lead role to play in the social sector and ISKUR and other social partners who also contribute in the wide area of social protection and security. The Social Acquis in simple terms is a legislative framework which facilitates free movement of workers, services and goods, whilst at the same time protecting rights of individuals as they are accumulated and ensures equality of treatment for all. While the EU Accession process for Turkey is ongoing for some time the reality is that many of the features contained within the Social Acquis are relevant to a modern social security system in a modern economy and for EU membership all features must be satisfied before this can be achieved, The Project concentrates therefore on two main components, names Training and Awareness Raising. Each component is important in itself and feature within the many activities undertaken. The Project is jointly funded by the EU and Turkish Government and is implemented via the CFCU with lead Contractor, BBI, working on a daily basis with the SGK HQ. The Training Component comprises: Workshops/Training for Management; Training for Selected officials who are experienced or who will work in negotiation and harmonisation process in the future, and this Group is called the Strategic Operational Group; Generalists Groups which feature many officials who may have an interest and would benefit from training being provided; Project Cycle Management Training is also being provided for a group of 28 officials who have a daily input into developing project ideas etc; and Training for Trainers where 25 officials shall be trained to help deliver future training in these areas for colleagues within the organisation; Three reports shall be produced relating to: 1. Analysis Report and Strategic Paper for the transposition of EU regulations to Turkish Legislation; 2. Report on Trends in social security legislation in the EU, (flexicurity and reform (883/2004) and implications for Turkey; 3. Report on Non-Contributory Payments in EU Countries; Three Workshops shall be held as follows: 1. Occupational Pensions and Implementation of Social Security Schemes in EU (2day for 40 persons); 2. Equal Treatment in field of Social Security (1day for 30 persons); 3. Flexicurity and new approaches on Social Security (1 day for 30 persons). 7

8 Under the Awareness raising Component the following activities are required: 3 Awareness Raising Conferences (1 day event in Ankara, Istanbul and Izmir): Topic: Social security issues and rights in the EU Context Attendance 75 persons SSI and Stakeholders Website & Database to be developed and used by project; Glossary of Terms for Social Acquis English/Turkish/English (250 copies); One Study Visit related to EU regulations/acquis 12 persons x 1 week Brussels, Belgium (2days); Gent, Belgium (1 day) and Paris, France for 2 days; 3 on the job training in EU member state (36 officials x 1 week) Autumn 2010; Information and Publicity materials: 4 brochures (1000copies); - yet to be defined Final Report Brochure (1000copies); 4 Posters (250 copies); - yet to be defined 1000 Handbooks on social security coordination and benefits of system; In summary therefore the project is running very well under the joint guidance of SPO/PIU at SGK and the TAT. A number of achievements have been completed at this time, namely: 1. Inception Report and work-plan agreed; 2. Quarterly Report agreed; 3. Two out of three modules for PCM have been delivered; 4. Training for 3 Groups of Generalists comprising over 80 officials; 5. Strategic Operational Group of 28 officials have completed modules 1 and 2 of their 5 module training; 6. First Workshops, namely a 2 Day Workshop for Management of SGK was held on 8 th and 9 th May; 7. First Awareness Conference and Opening Conference of project was held in th Ankara for 88 attendees on 13 May; 8. Brochure No.1 related to project has been printed and circulated; 9. Study Visit for 12 officials has been completed; 10. Second Workshop is being delivered on Flexicurity on 6 th July; Progress therefore is good, the working relations between PIU at SGK and the TAT is good, regular meetings of PIU and monthly progress reporting meetings with CFCU, EUD and EUSG take place. Feedback from training, workshops, conference and study visits is good and suggests that interest exists for this area of work and attention to and understanding of the requirements of the Social Acquis is developing, whilst the thirst for information on other social security systems in Europe certainly grows. Support from management of the SGK also exists for project activities and participation at activities is high with a growing interest developing. 8

9 Part 1: Opening 6 months of Project 1. Introduction This is the first Interim Report for the technical assistance project on capacity building for the Turkish Social Security Institution, SSI. It is submitted by the Team Leader, Mr. Gerry Fitzpatrick, representing the Contractors Team of the consortium led by Bernard Brunhes International (BBI). The Interim Report brings together the Inception Report approved by CFCU in March 2010 and the Quarterly Report for March Quarter approved by CFCU in June 2010 so that the Steering Committee has in one current Report (i) an understanding of the project; (ii) an update on the first 6 months of the project and (iii) an outline of planned activities over the 6 month period to end-december 2010 and to end of Project at beginning of April The Contract for the project was signed on Thursday 7 th January, 2010 and the kick off meeting took place at the SGK on Friday 8 th January and shall end by 6 th April 2011, duration of 15 man months. The Contract title is Technical Assistance for Capacity Building of Social Security Institution and the contract relates to the provision of technical assistance to the SGK and social partners in the area of the Social Acquis. The Social Acquis is simple terms is the legislative framework that social security systems in the EU must comply with. It covers areas such as mobility or free movement of workers and services, equality of treatment and protection of accumulated rights in the wider area of social security. This in turn means that it impacts directly on social security as operated by SGK, social policy directly under responsibility of MoLSS, Prime Minister s Office (family benefits) and MoH (health services and rights), ISKUR (unemployment payments) to mention but a few. The BBI consortium, the Contractor, is composed of four organisations, BBI, University of Gent, Hifab and G&G Consulting, both with offices in Ankara, Turkey. The representative team from the Consortium includes Project Director, Mr. Jan Spooren from BBI and Professor Yves Jorens from Gent University, Ms. Sarah Vlastelic, Financial Director, BBI, Ms. Esin Seitters, Deputy Project Director and Ms. Gozde Aysal, Hifab and Ms. Selma Gerçek and Mr. H. Bülent Çakım, from G&G Consulting. SGK is officially represented by Senior Programme Officer (SPO), Mr. Ahmet Acikgoz, President of Strategy Development Directorate at SSI/SGK and acting Head of the EU and Foreign Relations Department, Mr. Ömer Faruk Furat. On a day to day basis, the Project Implementation Unit (PIU) is represented by: Project Coordinator: Ms. Birsen Benli, European Union and Foreign Relations Department; MoLSS Representative: Mr Celal Polat, MoLSS/SGK, provides valuable experience and support at PIU meetings; Observer: Mr. Varol Dur, European Union and Foreign Relations Department is an observer at PIU meetings and as the initial ToR writer is available for consultations as required; 9

10 Other members include: Mr. Ahmet Hilmi Sezer, Mr. Serdar Sayer and Ms. Demet Özkan, Assistant Social Security Experts. Mr. Muhsin Altun, CFCU Director, is the Project Manager and is responsible for approving the main project reports. The contract manager responsible for the implementation in the CFCU is Mr. Harun Aşa who replaced Mr. Ebubekir Sıddık Arslan in March The Contractor s Technical Assistance Team (TAT) comprises two international long term experts Mr. Gerry Fitzpatrick, Team Leader (TL), and Mr. Harald Hauben, Key Expert (KE) for Training Coordination, and they shall provide inputs for 10 months and 9 months respectively over the duration of the project. The TAT is further comprised of additional technical assistance support provided as agreed from time to time by Short-Term Experts (STEs) for a total of 290 man days over the 15 month duration of the project. The Contractor s project team working full time at the SGK, providing daily support for project activities and interaction with SGK PIU members comprise: Ms. Arzu Dedeoğlu, Senior Translator, Interpreter; Ms. Damla Ergüven, Translator, Interpreter; and Ms. Nurca Tuzcuoğlu, Project Assistant; The SGK has provided a project office at room 231 in Head Quarters of SGK, Ziyabey 6, Balgat, Ankara and the contractor has supplied all office equipment for the day to day operations. Since the project started on 8 th January 2010 an Inception Report, including a draft work plan, and the first quarterly report at end-march 2010 were submitted and approved by SPO at SGK and the CFCU. These are available separately. 2. Update of Terms of Reference (ToR) The original ToR for this project was prepared in 2006 and as such it was necessary to review in detail the ToR to ensure its current relevance and to reflect any changes that may have taken place since it was written. It is good to reflect that the essence and detail of the ToR remains valid and very little of the detail appears to have changed. Interpretation of the requirements of the ToR between Contractor and the PIU suggests that there is no change envisaged, however, the contractor proposes to deliver more training days and workshops than is required under the ToR. Since ToR was prepared the reform carried out by the SGK has been more or less completed. The SGK as one organisation is responsible for Social Insurance, Health Insurance and Non-Contributory Payments. Our understanding is that many of the integration issues have been addressed at this time. The negotiations process regarding EU Accession has been ongoing since ToR was prepared and the relevant areas of concern that fall under the MoLSS remit are: Chapter 19: Social Policy and Employment; and Chapter 2: Freedom of Movement of workers. MoLSS also contributes to other areas of government policy where it has a role to play, such as: Transportation Policy; Statistics; 10

11 Right of Establishment and Freedom to provide services; Enterprise and industrial Policy; Regional Policy; Judiciary and Fundamental Rights; Justice, Freedom and Security; Environment; Free movement of Goods and Workers; Progress to date in the areas where MoLSS has a direct responsibility and which impacts on SGK can be summarised as follows: For Chapter 19 screening meeting took place in March 2006 and Chapter has been opened. Draft action plan was submitted in January 2009 and Comments of European Commission received in August The following table summarises areas for further action and attention for MoLSS: Chapter 19: Social Policy and Employment Directives Actions Labour Law Occupational Health and Safety 3 5 Employment Policy - 13 Social Protection Social Inclusion - 3 Undeclared Work Equal Opportunities 6 12 Antidiscrimination 2 6 Social Dialogue People with Disabilities European Social Fund/IPA - 2 Institutional Capacity - 19 Please note that the latest information shows that Chapter has not been opened. There has been a number of commenting rounds to the draft Action Plan. The last draft version of the Action Plan was submitted by the Turkish Authorities in April For Chapter 2 on Freedom of Movement of workers, the 2009 progress report certain issues are listed as pending. These mainly related to capacity of Public Employment Services and administrative capacity for coordination of social security schemes (mainly SSI). In summary therefore progress is being made but there are outstanding issues to be addressed. The project now underway shall help with issues related to capacity for coordination of social security schemes. The importance therefore of a successful project in the SGK can be seen as contributing positively in this matter. In conclusion therefore the nature and intentions behind the ToR have not changed and in fact the relevance and importance of the work of the project can be seen as a positive support in the negotiations process for European accession. 3. Inception Phase The Inception Phase started on 8 th January and was completed when the Inception Report was approved by the CFCU on 5 th April This phase focused on the preparation of Inception Report, updating ToR and actively discussing all aspects of project activities and implementation in order to develop and agree an action plan for the project. It was also a key phase of the project in terms of establishing good 11

12 working relations between project experts and staff with PIU members from SGK and MoLSS. While the Inception Report in itself is important as a contractual deliverable it was equally important that a sound footing for the project was established that would facilitate on open approach between contractor and beneficiary and facilitate good levels of interaction on a day to day basis. This was achieved successfully during this first quarter. 3.1 Inception Report (IR): The Inception Report was prepared and submitted within the required 4 weeks stipulated in the ToR. Draft Inception Report was prepared after weekly meetings and daily consultations with main PIU members at SSI/SGK; Training Needs Analysis and Training Concept paper submitted for consideration with draft IR; Draft submitted to PIU members on Friday 5 th February for consideration; Updated draft IR submitted to CFCU, EU Delegation and others on Wednesday th 10 February for comment; Comments from CFCU on Draft Inception Report dated 23 February 2010 was received on 2 nd March 2010; Inception Report updated to fully incorporate comments of CFCU in early March; Final Inception Report, hard copies available on Wednesday 17 th March and circulated to CFCU on 17 th and others on 18 th March; th Final approval of IR by SGK was received on 30 March 2010; Final approval of IR by CFCU was received on 5 April Logistical arrangements: Project Office set up was completed by mid-january 2010 when SGK provided full office support for project team and project team became fully operational. Project team was in place within first three weeks. Project office was fully equipped by Contractor before end January. Project logo was developed and agreed and visibility related items, such as folders, flags etc displaying project name and logo etc have been in use for all project activities which have been undertaken to date. Project website, was procured, developed and is now live. This provides access to description of project, related activities and a database that currently includes certain documents, such as training materials, Social Acquis Directives and Regulations, Introduction Report on Social Acquis with more documents being added as the project advances. A project brochure was also prepared, printed and made available at workshops, conferences and training programmes taking place. All documents etc shall be provided in both English and Turkish languages as far as is possible. Overall therefore all logistical arrangements are in place for a successful project. 3.3 CFCU Mr. Muhsin Altun, CFCU Director, is the Project Manager and is responsible for approving the main project reports. The contract manager responsible for the 12

13 implementation in the CFCU is Mr. Harun Aşa who replaced Mr. Ebubekir Sıddık Arslan in March During the first 2 months, approval of CVs for use and participation of short-term experts was carried out by the CFCU with the initial approval of use of STE for PCM training. Responsibility and power of approval was delegated to the SPO in the SGK from 25 th February 2010 for most activities. The letter of 25 th February resulted from meetings with CFCU in January, and procedures were accordingly put in place. The procedures required the Team Leader to submit by proposal with CV and appropriate ToR to Project Coordinator at PIU and after two days (allowing for initial feedback or comment) a formal written request is submitted for consideration and approval of SPO. Thereafter SPO letter of approval is awaited before STE can be utilised. 4. Approach of Contractor The Contractors approach during the Interim Report Phase, comprising first 6 months of project, has been interactive with PIU at SGK and participation at regular meetings of the PIU and monthly meetings with representatives from interested parties such as CFCU, European Union Delegation (EUD) and European Union Secretariat General (EUSG). On a day to day basis the Team Leader is in regular contact with Mr. Ömer Faruk FURAT Acting Head of EU and Foreign Relations Department and Designated SPO Delegate, Ms. Birsen Benli, Coordinator for the Project, with Mr. Varol Dur, European Union and Foreign Relations Department (Observer at PIU meetings) who was involved in writing the original ToR to ensure a joint approach to project activities and common thinking on the work ahead and how to approach this. Mr. Celal Polat, Chief Inspector and representative from MoLSS, provides support to the project on a regular basis and advises on issues related to training in the Social Acquis. Team Leader is responsible for day to day management of the project, quality assurance in relation to all project activities, and the smooth running of the project so as to ensure success of the project and ensure that all requirements of the ToR are achieved. The Key Expert for Coordinating Training has responsibility for ensuring (i) all training activities are appropriate and delivered as agreed (ii) working closely with SGK and MoLSS officials to maximise transfer of knowledge and skills in relation to the Social Acquis and their potential application in Turkey and (iii) preparing certain reports mentioned in the ToR directly or with STEs. Other experts, Short-Term Experts (STEs), are approved to provide additional expertise in relation to developing a more detailed and wider understanding of the Social Acquis and how they will impact on the Turkish social security system. CVs of and Torso for STEs are submitted to PIU and SPO at SGK for consideration of CVs and approval of their involvement in the project activities. Regular meeting with PIU and monthly meetings helps provide greater insight into the work of the project and ensures openness and accountability in relation to the activities, outputs and inputs in the project. The involvement of the wide range of stakeholders is recognised and provided for. The project approach is to directly work with the SGK to develop closer relations and make provision where required for the inclusion of representatives of stakeholders within individual training programmes. A meeting was held with stakeholders on 21 st January 2010 at SGK to present the project and facilitate involvement of 13

14 stakeholders having asked for their requirements and met with and discussed with interested stakeholders their future involvement in Training, Workshops and Conferences at separate meetings on 26 th January The detailed approach of the Contractor is explained here under the two main components of the ToR. While it is often mentioned that this is a training project it is equally important the Awareness Component is properly provided for and this is reflected below. 4.1 Component 1: Training Programme Training Needs Analysis (TNA) The Contractor carried out a Training Needs Analysis (TNA) during the Inception Phase. Over 100 questionnaires were issued to staff in the SGK and 35 completed questionnaires received. The main audience being provided for under this project is staff at the SSI/SGK and the results from the completed questionnaires indicated that the knowledge levels pertaining to the Social Acquis was close to zero for the majority in SGK whilst a smaller group have more knowledge and would benefit from more intensive training, whilst remainder required more introductory type training. A Training Needs Analysis was carried out with a number of stakeholders (7) through interviews held on Tuesday 26 th January The following became clear at those interviews or meeting: The opinion expressed at PIU weekly meetings was correct i.e. the level of knowledge and information people have in relation to the EU Regulation is very low. Some have a general knowledge that EU Regulations exist and have an impact and even understand there are different principles applying that need to be respected and implemented however these people admit that they are in the minority as most people do not have an understanding. Our findings from these separate interviews indicated that stakeholders are interested in Introduction Training package, a small number would benefit from the more intensive training, are interested in attending workshops and if possible one or two included in training or trainers Training The TAT looked very carefully at the requirements in the ToR for training and can confirm that training as set out therein shall be provided as a minimum. Under the ToR the Integrated Training Programme to be delivered was envisaged as follows: 1. EU Regulations and Implementation (100persons); 2. Project Cycle Management (25 persons); 3. Training of Trainers (20 persons) 1. Social Acquis (EU Regulations/Directives etc) and Implementation: After discussions held with counterparts at the SGK and at PIU meetings the training programme required was categorised in the following way, namely: 14

15 1. High level with a certain level of detail to enable key people in the organisation to understand the requirements of the Social Acquis and the impact on Turkey, thus increasing support for the related work to be undertaken. 1 group hereinafter called Management Group comprising 15 to 25 persons or even more would best be served from a series of short workshops or presentations throughout the duration of the project; 2. Very detailed training for selected staff (Strategic Operational Group comprising 28 persons, mainly those from the Negotiations Team and Directorates implementing Bilateral Agreements); and 3. Introductory level to Social Acquis Principles and EU Regulations/Directives etc (Generalist Groups comprising 125 persons made up of 5 groups of 25each). This category shall include representatives from the social partners; Group 1 Management: Our approach for management is quite simple and direct and is influenced by a number of factors, including limited availability and attendance due to day to day commitments of their jobs, level of interest and overall support for the work of the project. Taking these into account our approach to this group comprises a series of short workshops where presentations shall be made that include: Introduction to Social Acquis and background to EU Regulations, Directives etc; Specific presentations on issues from the following list: o Freedom of movement; o Equality of Treatment; o Flexicurity; o Old age, invalidity and survivors benefits; o The Sickness Chapter; o The Unemployment Chapter; o Family Benefits; o Accidents at work and Occupational Diseases; o Current position regarding coverage and laws in Turkey and gap analysis in relation to Social Acquis; o Capacity issues related to requirements of implementation of Social Acquis; Group 2 Strategic and Operational: In many respects this group of officials is key to the future activities in the whole area of the Social Acquis as this group is comprised of those involved in negotiations and have a solid understanding of implementing Bilateral agreements currently with over 23 countries. The combined talents and skills of this group shall help meet the needs for the future and shall receive the most intensive training under the project. We assume a representation of say 15 persons involved in negotiations and a further 10 persons involved currently with implementing Bilateral Agreements. This combination shall ensure in depth knowledge of current situation and a development of an in-depth knowledge of the future environment related to EU Accession process. The proposed training for this group shall comprise 5 sets of workshops which shall take place in weeks of 22 nd March, 21 st June, 5 th July, 27 th September and 11 th October 2010 and each training session shall be made up of 5 days and shall have case studies included related to each chapter which shall help develop thinking and understanding of the relevant issues facing Turkey in relation to the Social Acquis. 15

16 According to the ToR the following areas, should be covered: 1. Pensions: 2. Sickness, illness, invalidity and maternity; 3. Non-contributory payments; 4. Unemployment; and 5. Family Benefits; In reality the training being delivered is much more comprehensive and detailed and includes the following: Topics The EU treaties and functioning of institutions : an introduction Social policy and the EU : introduction Social security in Europe : general concepts and principles of social security Introduction into the principles of the EU Co-ordination Regulations Introduction to equal treatment Typology of welfare states in EU Administrative aspects of social security Financing of social security Health systems in the EU and challenges Unemployment insurance in the EU Protection against old-age in the EU Recent developments in social security in the EU and impact of economic crisis The evolution of European social policy The impact of Europe on national social law: an overview of European instruments on social law (social security and labour law) 1. History and key concepts of coordination: From free movement of workers to European citizenship; 2. The integration of different types of social security schemes in the Regulations The concept of coordination in European and international law: EU Regulations/bilateral and multilateral treaties/accession agreements/ Council of Europe and the relationship between them 1. The institutional framework of coordination: EC, Council, EP, ECJ, national courts and administrations, and other actors 2. The ECJ as motor of European integration in the field of European coordination 1. The challenges of accession (intellectual, political and administrative) 2. Coordination and enlargement: different phases including experiences from a Member State The fundamental principles of coordination (equality of treatment, applicable legislation, maintenance of rights in course of acquisition, maintenance of acquired rights) 1. The personal and material fields of application of the EU Regulations 1 2. The challenge of evolving social security systems and new benefits The rules on applicable legislation: the challenges of changing labour markets The sickness chapter* 1. Old age pensions, Survivors benefits and Invalidity benefits* 2. Accidents at work/occupational diseases* The unemployment chapter* Family benefits* 1. Implementation of the Regulation at EU level 1 The terms of reference refers to the EC Coordination Regulation 1408/71 and the Implementing Regulation 574/72. Regulation 883/2004 to replace 1408/71 and 574/72 shall be to be implemented on 1 st May 2010) which Turkey, as all current Member States, would need to adhere to. 16

17 2. Cooperation between administrations ESSI (electronic exchange of social security information) Beyond the Regulations: Interface with other sources and areas of coordination: EC Treaty, Residence Directive, coordination of supplementary pensions 1. The EU Regulations and challenges for the future 2. Summary and Synthesis 3. Open Discussion with the participants *In relation to each chapter above, case studies shall be examined to put in context the Turkish experience and the resultant impact and learning. The end result is a series of training programmes covering all aspects of ToR, starting with an Introduction module which helps the audience understand the context and principles underlying the Social Acquis (EU Regulations/Directives etc). Group 3 Generalists: This group comprises a sizeable number of 125 personnel who are social security experts (and assistant social security experts), managers and deputy managers at Department level who shall benefit from training to help build their understanding of the Social Acquis and bring about an appreciation of the requirements for implementation during the accession process. Since many of the participants do not have any training or learning in this area the level of training that shall be provided shall be set at a general level to provide a good understanding without going into the great detail that Group 2 above shall receive. This is mainly due to the fact that this group shall not be involved on a day to day basis with implementation of the Social Acquis and as such their needs are related more to a beneficial understanding rather than skills for implementation. For this group we deliver a training programme of 5 days which shall provide a good level understanding of the key issues. Because of the numbers of persons being covered by this training we shall deliver 5 programmes one for each of the group of 25. This therefore is a repetitive training programme and by nature facilitates easy attendance for such a high number. The training is being implementing in weeks of 12 th April, 24 th and 31 st May, 13 th and 20 th September, with additional training for selected groups in weeks of 8 th and 29 th November The PIU defines the 5 groups for training and where desirable modify slightly content of training to meet the needs of each group, while maintaining the overall approach to providing a good understanding of the wider requirements of the Social Acquis. In addition to officials at SGK, MoLSS, ISKUR etc representatives from social partners, Employers and Trade Unions shall also be invited to attend training groups 4 and 5 of the Generalist Groups scheduled for 13 th and 20 th September It was agreed that the Generalist groups would benefit from training topics such as: 1.The EU Equality Directives 2.Equal treatment in social security 3.The OMC on social protection and social inclusion 4.Recent developments in pension policies in EU member states 5.Recent Developments in health insurance in EU member states 6.Recent Developments in family benefits in EU Member states 7.Recent development in unemployment benefits in Member states 8.Accidents at work and professional diseases 9.Social Security in EU member states : a comparison 17

18 10.The EU and social services (procurement, state aid regulation, quality, ) 11.The EU Service Directive and social services 12.Recent developments in EU employment and social policies 13.The EU and the ESF 14.Disability policies in the EU 15.Flexicurity in the EU 16.Supplementary pensions schemes 17.Employment policies in the EU 18.Recent developments in EU after the Lisbon Treaty 19.Combating Poverty in the EU 20.Impact of economic crisis on social security systems 21.European Health Insurance card 22.The European Social Agenda 23.Demography and Ageing in the EU and the consequence for social protection systems 24.Employment and social statistics in the EU 25.Overview of ECJ case law in the employment and social field 26.Public health in the EU 27.Taxation in the EU The TAT agreed to deliver additional training for two groups of 25 generalists after their completion of the initial programme of 5 individual weeks for the five groups of 25 generalists. These additional training courses shall be delivered in November 2010 (during weeks of 8 th and 29 th ) and the exact content shall be selected from the above topics and shall be refined based on feedback received from each group and tailored to the requirements of those selected. It is also agreed that certain number of generalist shall be selected for participation in the ToT course, based on level of interest and experience shown during the training Updating and Feedback: It was agreed that each training program would be monitored and at the end of each 5 day session that a questionnaire would be given to attendees to provide feedback on the content, relevance of topics, logistical arrangements during the week and encourage an assessment of each with ideas or suggestions for improvements that could be made. This has meant that since delivering first training program that changes have been made to make the training more interesting for participants and tailoring the 5 day courses as much as possible for the range of attendees. Certifications: Project Certificate of Attendance has been presented on the final day of training by the Project SPO and or his deputy to those who participated at the training. SGK Training Centre: The venue for training delivered has been the SGK Training Centre which has made available a training room equipped for simultaneous training. Facilities at the Training centre are very useful and of a high standard. The Training Room which provides for simultaneous translations is well equipped for 20 persons to attend but with the higher number sometimes up to 28 persons there was a need for further 10 headsets which the SGK has procured and made available to the project at the Training Centre. 18

19 1.a Integrated approach towards Training, Strategic Report and the Report on Non-Contributory Payments Training events are important and attendees benefit, however the project PIU and TAT agreed that training plus involvement in activities of the project make for a better learning environment for selected officials. Experts were therefore assigned to work on certain project activities to complement training being attended and in this was those concerned are gaining wider knowledge and experience in project work, certain task such as mapping the social security system, developing potential ideas for projects and working to ensure ground work for important reports such as Strategy and Non-Contributory are correct. It was agreed during the Inception Phase that small teams in SGK under the guidance of the TAT shall review the following key areas of the Turkish Social Security System in context of the Social Acquis (EU Regulations/Directives etc): 1. Pensions: 2. Sickness, illness, invalidity, maternity, occupational accidents and diseases; 3. Non-contributory payments; 4. Unemployment; and 5. Family Benefits; The process is called a mapping exercise which attempts to map the Turkish system in a pre-design structured report so that the KE and an STE (Mr. Michael Coucheir) shall use the detailed description of the current system to explore the level of coverage under the Social Acquis, thereafter identifying areas for special attention that shall necessitate further consideration in context of satisfying different Chapters and the pre-accession process. This mapping process in turn shall lead to the development of the Strategic Report and help in developing a Report on Non- Contributory Payment. The teams selected to participate with TAT in this exercise comprise representatives from the European Union and Foreign Relations Department, where the PIU is located who in turn would make necessary contact with counterparts from relevant Directorates in the SGK. Other relevant work areas to be included and are associated with SGK coverage require additional assistance from MoLSS, such as equality issues and ISKUR for unemployment payments and rights. These shall be provided also in addition so as to ensure a more complete mapping exercise is achieved. One other area of work that requires inclusion and examination is that where rights and entitlements are provided for in the SGK capacity in the implementation of current Bilateral Agreements. Using the same approach therefore Non-Contributory Payments, included in the list of areas above, the findings from the small team in the mapping exercise shall contribute to the final Report to be delivered on Non-Contributory payments. 19

20 2. Project Cycle Management (PCM): The PCM course as indicated within the requirements of the ToR set out the following aspects to be covered within the programme: Training I. PCM II. III. Project fiche drafting Twinning preparation IV. ToR drafting V. Project management training Participants SGK/MoLSS experts SGK/MoLSS experts SGK/MoLSS experts SGK/MoLSS experts SGK/MoLSS experts Expected no. of trainees Delivery mechanism 3-day training session 3-day training session 3-day training session 3-day training session 3-day training session The following approach towards PCM training was discussed and agreed with PIU at SGK and implemented by project team: Rather than provide training for the sake of delivering training, which can be useful in itself, it was agreed to provide detailed training of different aspects of PCM during the first week of training to ensure participants understand the different aspects of PCM. Then using this training received, those attending undertake a practical approach before the second training session to help identify the potential project requirements of the SGK in relation to technical assistance that may be useful over the next few years. Small teams from those participating were set up to work at the end of week 1 in applying their learning and devoting time to developing their own proposals within a team approach with the Team Leader assisting and ensuring a level of progress from week to week until the scheduled training for week 2 of PCM. In the interim period the teams developed their own ideas for projects under the IPA program and try to develop draft individual ToRs for the proposed projects they believe are relevant. During training week 2 the Trainer (STE, Ms. Alina Maric) and small teams try to develop proper Fiches and ToRs using the training programme. The end results therefore shall be a set of potential proposals for projects that can be submitted by SGK management in discussions with MoLSS for inclusion in national programmes. In this way the training on PCM shall be more inclusive and a learning experience for certain staff and help them understand more the complete process and how to progress ideas into potential projects. Having adopted the above approach as a means of providing training whilst at the same time using the training to provide an end result such as a set of proposals for consideration in national programmes the Contractor believes that an additional module may be added to provide trainees with feedback from training week 2 and further knowledge on the following topics, which are related to PCM, namely: ESF; PRAG Rules; Procurement: Monitoring and Evaluation; Fiche and ToR Drafting; 20

21 The trainees shall receive training in each of these to help ensure knowledge levels are desirable for each. The training of 25 persons for PCM over a period of 3 separate weeks, combining training modules, activities to produce Fiches and ToRs, and complemented with the additional training mentioned above provides the SGK & MoLSS attendees with a more comprehensive and complete training relevant to the needs of the organisation. Overall therefore this training accommodates 25 persons who receive training over 3 separate weeks or 15days, starting in week of 8 th March, followed by the 2 nd weeks program from 26 th April with a final or 3 rd week planned for 4 th October During further discussion with PIU it was established that the SGK would like a further number of persons to receive PCM training. This was agreed on the understanding that this training would take place later in 2010 when Key Expert and Short-Term Expert have time available to deliver a shorter training programme of PCM for this additional group. 3. Training of Trainers (TOT): In agreement with our SGK counterparts trainers shall be selected after the intense training programme on EU regulations, PCM training and Generalist training are completed. Selecting a number of officials from the Strategic Operational and other Groups means that officials selected shall have had the advantage of training and shall have a basic understanding of the subject matter. It is hoped that those selected shall represent the different Directorates at SGK, thus ensuring each key area is covered, those delivering the training shall understand the subject matter in detail and shall have the competence from the aspect of contents of training. Thereafter the project shall provide the selected group of 25 with skills training for delivering training that in turn shall provide a valuable resource for the SGK in the future to further expand the training to those at regional directorate level throughout Turkey. In this way 25 persons that know the subject matter shall have a high level of understanding of the Social Acquis etc and can address questions arising during delivery of training and shall have the skills to know how to present well for those attending. It is planned from November 2010, when training program is complete to train trainers in delivering training skills for 1 week and thereafter work with this group to help them deliver training over two separate weeks in December 2010 and January 2011and in this way the TAT and Trainers shall co-present and provide training for additional staff and provide experience of delivering training for those trained as trainers. 4. Curriculum for future training SSI Training Centre to be produced: The requirements in the area of curriculum for future training relates purely to EU Regulations and Implementation. All training materials shall be provided in paper and electronic format to the SGK Training Centre for use at a later date and shall be available on the project website. A meeting with the Training Centre Consultant Mr. Bulent Kilinc, on Wednesday 27 th January 2010 confirmed that there is a comprehensive training programme to be 21

22 delivered during 2010 for the SGK and that the training we are providing shall be supported by the Centre throughout the year. The Training Consultant provides support from time to time and is regularly in touch with TL to discuss training and plans for further training and project. 5. Over 100 SSI and other representatives to be trained with 70% certified: It is normal for persons attending training programmes under projects of this nature shall receive certificates of attendance. This shall be continued within this project. The beneficiary has requested that the project provide some means whereby criteria can be set for certification other than attendance. The TAT and STEs shall consider this as the program develops, mainly in relation to Strategic Operational Group. 6. Reports: Under the ToR the following reports are required: 1. Analysis Report and Strategic Paper for the transposition of EU regulations to Turkish Legislation; 2. Report on Trends in social security legislation in the EU, (flexicurity and reform (883/2004) and implications for Turkey; 3. Report on Non-Contributory Payments in EU Countries; Paragraph 1a of Par 4 above refers to the mapping exercise being conducted by SGK experts under direction of TAT. The mapping exercise shall be the preparatory work for the Analysis Report and Strategy paper, which is expected to be completed in late 2010 (November/December) thus allowing for feed from training programs being delivered until then. The report on non-contributory payments shall be provided also by end 2010 whereas the Report on trends in social security legislation in the EU, including flexicurity and reform 883/2004) and the implications for Turkey is scheduled for submission in December All reports shall be prepared over a period of time using work carried out by selected teams, utilising learning and knowledge gained throughout the training programme culminating with these reports being submitted by end-december Three Workshops: Workshops shall be held in Ankara and shall be targeted mainly at SGK and selected MoLSS officials The duration of workshops shall be one day, but can be two days depending on the topics for coverage etc. This is a matter for further discussion and agreement near the time when arrangements are being made for the workshop. 1. Occupational Pensions and Implementation of Social Security Schemes in EU (2day for 40 persons) - can be broken down into 2 separate subjects and separate workshops of 1 day each; 2. Equal Treatment in field of Social Security (1day for 30 persons); 22

23 3. Flexicurity and new approaches on Social Security (1 day for 30 persons). scheduled for Tuesday 6 th July 2010 A management workshop was held on 8 th and 9 th May at Kizilcahamam and was used as an introductory workshop for senior management at SGK, including the President of the SGK and focused on Implementing Social Security Schemes in EU. Support from top management is important to ensure the success of the project and active participation from officials. As leaders of the main organisations in Turkey affected by the Social Acquis it is important that top management is aware of events and purpose of the project and to increase their understanding of the implications for Turkey in the future. The topics for the workshop included, the project description, aims and purpose; Implementing Social Security Schemes in EU, Equal Treatment and Flexicurity. Workshop No. 2, a more detailed workshop on Flexicurity shall be held on Tuesday 6 th July at Limak Ambassadore Hotel for SGK and social partners. Workshop No. 3 on Occupational Pensions and Equal Treatment shall be held in Kizilcahamam during 16 th & 17 th October 2010 (provisional dates). 8. Additional Activities From our meetings with stakeholders and people in the SGK we note that there is a general interest in learning more with regards to EU regulations and since the area covered by the Regulations is extensive we believe that other opportunities exist in addition to those mandatory under the ToR to help people gain a better and wider understanding of implications etc of the Regulations. It was agreed therefore that the TAT would utilise STEs in conjunction with KE to arrange special meetings targeted at certain groups of officials such as Labour Directorate at MoLSS and ISKUR for a separate meeting with STE who shall deliver the workshop on Flexicurity. Such an approach by the TAT ensures greater coverage and awareness of key counterparts in Turkey related to areas of work that is peculiar to them. In this way key officials have an opportunity in a less formal environment to discuss more openly with STEs issues that they are faced with and affected by within the Social Acquis. Arrangements were made for STE who delivered presentation at Awareness Conference in Ankara on 13 th May to be available to Universal Health Insurance officials at SGK on Friday 14 th May. Similarly in July when workshop on Flexicurity is taking place on 6 th July the STE shall be available for ISKUR and MoLSS Labour Directorate Officials on 7 th. We believe that targeted workshop for say Trade Unions; TISK (Employers Confederation), Treasury and say Ministry of Health may also be arranged during the course of the project to help address certain topics that are directly relevant to those organisations. These shall be arranged provided experts are available and there is no resultant cost for the project. Not only shall these provide for additional training opportunities but shall also increase awareness of the project and the requirements of the EU Regulations. 4.2 Component 2: Awareness Raising Awareness raising is important for many reasons not least the fact that wiser spread of knowledge and learning shall help Turkish society in relation to the EU Accession process by having accessibility to documents and information, improved knowledge 23

24 levels through training, but also to provide a greater understanding and awareness of potential issues and changes that shall arise for consideration in relation to Turkish Social Security and Legislation. This greater awareness can help influence policy changes over the next period and also prepare organisations, such as those representing employers and employees to be able to assist members, their family and friends in the wider communities to appreciate some of the challenges that lie ahead. The internal training for SGK and MoLSS has obviously a direct impact in relation to knowledge and skills levels, but also indirectly in providing a more comprehensive understanding for customers of the SGK on a daily basis. The use of other media, electronic such as website, paper such as news articles, brochures etc all play their part within the approach to increasing awareness levels Three Awareness raising Conferences Under the ToR there shall be three awareness raising conferences held by the Contractor and these shall take place in Ankara, Istanbul and Izmir. The main topic for these conferences is determined in the ToR as: Social security issues and rights in the EU Context. It is anticipated that approximately 75 persons shall attend each conference, including representatives from the SGK and stakeholders. On 13 th May the first Awareness Conference was held in Ankara and was attended by over 85 persons from different organisations and provided information in respect to the Project, Social Security Rights in the EU and Rights under Health Systems in the EU. The Conference was also used an Opening conference for the Project and had introduction speeches from the SPO and the CFCU. The Contractor proposes to hold the remaining two Awareness Conferences as follows: Izmir: provisionally Friday 1 st October Istanbul: Provisionally Friday 15 th October (provisional) Supporting Activities 1. Website & Database: It was agreed that the website shall be established early in the project and shall be independent of SGK website but have a link to the SGK and MoLSS websites. The Contractor believes that the project website to have maximum impact should be within the SGK website as this is a major sire for hits and as such automatically shall attract hits and increase visibility and awareness of the project in a very effective manner, much more than an independent site can do without support advertisements etc. The project is aware that the Training Centre is attempting to develop and e-learning approach for training within the SGK and whilst acknowledging that this approach is progressing via the Ministry of Education website and support from the World Bank it appears that our project can be of help in providing access to the proposed training materials, handbooks and brochures, in addition to the many documents that shall be made available through the database. The project is not in a position to provide 24

25 more substantial help via experts or investment as the priorities of the ToR are primary in our considerations, are a contractual deliverable, must be provided for and as such assigned resources shall be fully occupied delivering a good project for SGK and no spare capacity can be foreseen at this time. 2. Glossary of terms English/Turkish/English (250 copies): The Glossary of Terms to be developed and produced by the Project shall relate to terminology etc used within the area of the EU Regulations. Glossaries on the area of social security already exist in the Turkish Language and there is no reason to try to re-write these. It is important within the context of this project identify key words etc which relate to EU regulations and many of these shall arise during the delivery of training, workshops and conference. The proposed glossary of terms shall therefore be developed over the duration of training, mainly May until November and shall be made available late in the project. It is planned for delivery in January One Study Visit related to EU regulations/social Acquis: The study visit was arranged for 12 officials between 6 th and 12 th of June The program covered a visit to the Belgium Ministry on Monday 7 th, Gent University on Tuesday 8 th, European Parliament, and two separate meetings with DG Employment on Wednesday 9 th, Meetings with French Ministry and Funds such CNAV/CNAM on Thursday and Friday The group of 12 officials were selected by the PIU. Overall the study visit was successful and a short report on the visit is being prepared separately. CFCU approval was provided before travelling. 4. On the job training in EU member states: The ToR requires that 3 on the job trainings shall take place. Each on the job training shall comprise a group of 12 persons thus culminating in 36 persons travelling to EU Members States for 1 week. Those participating in this training shall be selected from within those who attend the training programmes and show good levels of learning and interest. That means therefore that on the job training shall take place after training program is complete and that in turn means that these may take place in the latter part of 2010 and maybe into early We however should like to mention a little word of caution here. Over the past 18 months or so many counterpart institutions throughout EU Member States have experienced many difficulties resulting from the downturn in their economies. There has been major impacts on Ministries and state organisations within the social sector, as a result of major increases in workloads, in some countries reduction in staffing within the Sector and serious pay reductions for civil and public servants, industrial unrest with work to rule protests already in effect and as a consequence increased pressure on management and staff. This may have the effect of making it more difficult to make suitable arrangements for 36 persons to travel to Member States for one week each. 3 groups of 12 persons travelling to one country are likely to cause problems and may be extremely difficult to get agreement from counterparts. It may be necessary therefore to be prepared to send smaller groups to more than three countries for a week at a time and even longer where necessary. This issue has 25

26 been addressed to the Beneficiary and the Contracting Authority for further discussion and consideration, a final decision is expected in the coming period. Spreading the impact shall be more acceptable to counterparts. The opportunity of more than three member States and ultimately much wider information and learning experience that can be shared on the return of the individuals with their colleagues may be a better solution. A more expansive learning experience for a total of 36, assuming resultant reports shall be made available to the Training Centre and be included in the Database may be possible and desirable. 5. Information and Publicity materials: In accordance with ToR requirements the following shall be produced by the project: 4 brochures (1000copies); Final Report Brochure (1000copies); 4 Posters (250 copies); 1000 Handbooks on social security coordination and benefits of system; One brochure has been produces that provides information on the Project. This was cleared with CFCU before proceeding and was available for Opening Conference on 13 th May Within the regular discussions at PIU level and recently mentioned at a monthly meeting which CFCU, EUD EUSG attended, the relevance of a Final Report Brochure was discussed and it is recommended by the TAT that this should be changed to some alternative option which would be more useful for SGK. Initial discussions on these brochures suggest the inclusion or provision for certain articles and publications relating to Social Acquis. These matters shall be further discussed and submitted for agreement. A publication or a series of publications composed of articles related to EU social policy and coordination issues written by SGK staff members shall be considered and reported on over the next few months as this may provide for better exposure and increase awareness of certain key issues. The development of Posters and brochures are related as both should serve to reflect on key messages that the SGK and the project would like to deliver to the general public. The key messages and subject matter have yet to be discussed and agreed, however they should relate to the subject matter of the Social Acquis and reflect a current need at the time of publication rather than a potential need in the future. Current need might reflect a brochure for migrant workers for example. Issues or key messages for use in such brochures are expected to surface during the in-depth training programme being delivered to the Strategic Operational Group. The identification of brochures and posters, therefore, shall be carried out later in the second half of the project. They shall be produced and made available by early 2011 at the latest. 6. Handbook: A general Handbook on European and international coordination law that describes the problems, the options for solution and the chosen ones in the EU Regulation, where they are also described on the basis of concrete examples. This allows the handbook to be used as a training guide for people who would be trained the 26

27 forthcoming years, as well by many other people who might be involved with the implementation of the Regulations, as e.g. Stakeholders as social partners, judges, etc. This covers aspects that are relevant for understanding the regulatory framework, but is not an actual description of the Regulation itself. The Handbook on the European and international social security law shall be structured on the following basis: An introduction to international and European social security law: this describes the origin and evolution of coordination and the difference between European and international treaties, and relates the general principles of the coordination to the free movement of persons. In a wider perspective, it is envisaged to make a more general chapter on the general principles of free movement of workers, describing its principals and case law. The personal and material field of application, dealing with issues as noncontributory benefits, social assistance, the limits of the Regulation (legislation, collective labour agreements, etc.) The principles of maintenance of acquired rights and the maintenance of rights in the process of being acquired: this would deal with the issue of exportability of benefits and totalisation of periods (for different risks) ; Health benefits in kind and in cash, describing the important risks; Pensions (old age, invalidity and death), looking what the possibilities are for calculation, how it is done, how pensions are exported, etc. Administrative aspects of coordination law, looking at the legislative and institutional framework, the role of national social security institutions, etc. Association between the European Union and other states, describing the important cooperation and association agreements with third states, including the important Decision 3/80 of the Association Council between the EU and Turkey, taking into account that certainly before accession this instrument will play a role. The Handbook would therefore appear as a book defined by the following main chapters: Chapter I - European vs. national social law: the impact of Europe on national social law Chapter II Free movement of workers as a key principle in the development of EU social law Chapter III International and European social security law: an introduction Chapter IV Personal and material field of application of international and European social security instruments Chapter V The applicable legislation in European social security law Chapter VI The principle of the maintenance of acquired rights and the maintenance of rights in the process of being acquired Chapter VII The challenges of accession: experiences and preparation Chapter VIII Health benefits in cash and in kind and reimbursement of costs Chapter IX Pensions, old-age, invalidity and death Chapter X The unemployment chapter Chapter XI Family benefits Chapter XII Administrative cooperation in the field of EC coordination law Chapter XIII The relation between bilateral and multilateral treaties and accession agreements and the Council of Europe Chapter XIV Beyond the Regulations: interface with other EU instruments Within these chapters some practical examples shall describe the general rules through concrete cases. This approach to the Handbook ensures we have a training book on the most important aspects of coordination in an easy understandable way 27

28 that could be used by a broader public. This manual would also be closely related to the trainings given by the short-term experts. It shall combine basic information as well as describing the options and provisions of the Regulation. These chapters shall contain text of around 15 to 20 pages per chapter and have 14 chapters in total. The English page can be shown on the left side and the Turkish translation on the right side, allowing the reader to also get acquainted with the English terminology. It shall describe the difference with solutions, found back in bilateral or other multilateral agreements. 4.3 List of Indicators for monitoring and evaluation Part 8 of the Terms of Reference provide the list of indicators for monitoring and evaluation and these are hereunder with the appropriate timings: Indicator Timing Training need analysis was completed, March Qr Integrated Training Programme for the project was prepared, March Qr Curriculum for future trainings delivered by SSTC was produced, 100 SSI and other bodies experts, social partners representatives and academia were trained, and at least 70% of total number of trainees was certificated. March Qr December Qr workshops were organised. May; July and September/October 2010 An information database containing all basic texts in the field March Qr of social and employment policy of the EU and the coordination of social security schemes was established and in-use, and the documents which are electronically available were uploaded to website of the project. All reports and studies were prepared. March Qr A Turkish-English / English-Turkish glossary was developed. March Qr Web site was developed and in use. April/May study visit completed, participants reports were collected and consolidated. 3 on the job trainings in the EU were completed, participants reports were collected and consolidated. July 201o March Qr awareness raising conferences were held. May, September/Oct2010 and or Jan/Feb 2011 Information and publicity materials including March Qr different brochures with 1000 copies each, final report brochure with 1000 copies, 4 different posters with 250 copies each, 1000 handbook on social security co-ordination and benefits of the system, 250 copies of the glossary 28

29 developed, published, duplicated, and distributed/ disseminated. Cooperation between relevant stakeholders and SGK on the subject of the project was started. March Qr Please note that timing of deliverables may be altered after the PIU and TAT has had time to review activities during August, in light of comments of CFCU & EUD and views of designate SPO. The revised timing and corresponding man-days per months etc shall be available in September and shall be circulated. Monitoring shall follow the rules of the Joint Monitoring Committee and the Sectoral Joint Monitoring Committee and other instructions issued by the Commission. Final beneficiaries shall be directly involved in the monitoring. 4.4 Communications Plan: Already during the Inception Phase we have explored with the SGK counterparts aspects of visibility and in particular website development for the project. The Project plan as indicated in our proposal is attached as an Annex to the Inception Report and provides general guidance for activities in this area of work. At the first formal meeting with Stakeholders folders and presentations provided showed the appropriate EU/Turkish joined flags and logos of SGK and contractor. Visibility guidelines have been examined and advice from CFCU received. Logos of EU/Turkish programmes, CFCU, SGK and BBI as lead of consortium shall appear on all presentations documentation etc. Website and database are already prepared and are in use, with ongoing updating as the project advances. A small team comprising TAT and SGK representatives continue to define requirements and then use our expertise to develop and implement what is agreed. 4.5 Risks and assumptions: The ToR set out some of the important assumptions and risks. Because of the very operational focus of the project, most of the assumptions and risks are connected with operational and logistical matters. The project s success is dependent on the interest and commitment from the different target groups to become trained. Training is an essential part of preparing the staff of public institutions in candidate countries for diversified or new tasks in the context of EU accession. Availability for training is another factor due to the demanding workloads of the personnel in the system. In this respect, we have tailored and planned training programmes to make the most use of the limited time available. Coordination of the trainings on the one hand and a customised approach ensuring relevant training topics on the other are the key to counterbalance these risks. An important assumption for the impact and sustainability of the foreseen training programme is the availability of the already competent core staff of the SSI to act as catalysts during the trainings and as multiplier agents of specialised information and skills, towards both the overall SSI staff and their partners within other institutions and organisations. As in any other technical assistance project, quick approvals of project documentation such as CVs, project reports, Administrative Orders and contract addenda are needed in order not to delay the project implementation. 29

30 Trained staff would need to stay within the system in order to ensure that the transferred knowledge and competences are also effectively used and applied in the day to day Social Security Coordination and policy development work. Concerning the awareness raising component of the project, risks and assumptions are determined by the availability of the various target groups to become involved. Obviously, the success of communication in the project depends also on their interest and commitment. Having been working with PIU for the past few months we are confident that together we can raise the level of this interest and commitment by ensuring an adequate level of interaction for all communication activities. An important step in this respect will be the proper identification of the relevant target groups within the government, academia and the civil society. Proper identification of their communication needs will directly lead to the achievement of the project s communication objectives. Support from the target groups and other stakeholders for awareness raising activities has already begun in January 2010 with a short introductory workshop. This has enabled us to inform and involve the stakeholders about the project. Stakeholder representatives will be permanently informed about the evolution of the project and will be invited to participate in project events, including training. Overall we are satisfied with the initial period of work at SGK. The support of the SPO is evident, the support of MoLSS via the representative on the PIU and the day to day support from the European Union and Foreign relations Department of SGK suggests that any risks arising are manageable and with support already evident the assumption is that the project shall proceed as planned with appropriate support from all sides, thus reducing any serious risks to the success of the project. Part 2: Progress for 6 months to end-june Meetings held Regular meetings are required for project management, control and also for sharing of information within the project. During the first 6 months these meetings mainly related to formal PIU meetings, Monthly meetings, internal meetings with management of the SGK, meetings with CFCU and Stakeholders. The following summarises meetings that were held: PIU Meetings took place as follows: Month January 2010 February 2010 March 2010 April 2010* May 2010* June 2010* Dates 13 th & 25 th 4 th & 16 th 1 st & 15 th 7 th 10 th 28 th *less frequent meetings due to project activities such as 2 training programs in April, 2 day management workshop, Awareness Conference and training week in May and 2 training weeks and study visit in June. 30

31 Monthly meetings took place on 22 nd February, 19 th March 2010, 21 st May and 29 th June. Minutes of such meetings are taken and circulated. On 29 th June deputy SPO, Mr. Ömer Faruk Furat (President of EU Relations Department, SSI) chaired his first project meeting. Internal SSI/SGK meetings: Regular meetings take place with SPO (Senior Program Officer): Mr. Ahmet Acikgoz, and or his deputy, Mr. Serdar Türkeri, acting head of EU and Foreign Relations Department of SSI, to provide update on project activities and discuss issues arising; Mr. Serdar Türkeri, acting head of EU and Foreign Relations Department of SSI attends PIU meetings and chairs these; Meeting with SGK Deputy President, Mr. Fatih Acar, took place on Wednesday 10 th March to introduce project and discuss certain activities Preparatory meeting with SGK Deputy President, Mr. Fatih Acar and study visit rd group on Thursday 3 June; Meetings with Stakeholders: Stakeholder Meeting which was held on 21 st January at SSI/SGK; th Individual meetings with 7 Stakeholders held on 27 January at SSI/SGK; Stakeholders included in Training being provided for Generalists (Group 4 and 5 representation of 20 persons in total) during weeks of 13 th and 20 th September 2010; Stakeholders invited to a one day workshop in Ankara on social insurance rights th in the EU and health protection in the EU which was held on Thursday 13 May, during SGK social security week; th Stakeholders to be invited to workshop on Flexicurity to be held on Tuesday 6 July 2010; Stakeholders shall be invited to Awareness Conferences in Izmir (provisionally 1 st October) and Istanbul (Provisionally 15 th October); Meetings with CFCU: Meeting with CFCU project liaison official Mr. Ebubekir Sıddık Arslan on 19 th January 2010 to discuss CFCU procedures etc; meetings between project staff and CFCU took place on four occasions; Meeting with Mr. Harun Asa, Contract Manager on 14 th May 2010; Meeting between Mr. Harun Asa, Contract Manager, Mr. Fatih Erkoc, Finance Manager and BBI Financial Director on 1 st June; During May 2010, the exact interpretation of the procedures on approval of CVs, timesheets, and home days of key experts and STEs was fine tuned and reviewed by the CFCU. A meeting between contractor (BBI Financial Director) and CFCU on 1 June 2010 further clarified these procedures. Besides the positive result of having a clear and common understanding, the reviewed interpretation also led to a rejection of some working days actually performed and approved by the SPO. All changes sought by the CFCU have been put in place in June 2010 to ensure CFCU approvals in respect of all future and completed project activities. In order to avoid future misunderstandings or different interpretations on the various procedures, it is recommended that the CFCU would formalise all past and future clarifications on the procedures in written guidelines and communications. 31

32 Steering Committee Meeting: The ToR prescribes the following in respect of a Steering Committee: A Steering Committee headed by the SPO will be established. The Steering Committee will be comprised of General Directors (or their representatives) and other related departments of the Social Security Institution; namely General Director for Social Insurance, General Director for Universal Health Insurance, General Director for Non-Contributory Payments, President of Strategy Development Presidency, Head of Department for EU and International Relations, Head of Actuarial and Fund Management Unit and a representative from MoLSS EU Coordination Department as well as CFCU and representatives from Ministry of Health, ISKUR and the EU Coordination Department of MOLSS. EUD, EUSG, social partner representatives, and the Team Leader of the TAT will be invited as observers to all Steering Committee meetings. The Committee will meet twice a year and make strategic recommendations and decisions concerning the project implementation and progress. The Beneficiary will prepare an agenda for the meeting beforehand and invite all participants one week before the meetings, at the latest. The Beneficiary will prepare the minutes of the meetings and send it to all members as well as to the observer institutions within 3 days after the meetings, so that all responsible bodies can evaluate the issues discussed and give comments, where necessary. SSI will provide secretarial support (venue, organisation of the meetings, preparing minutes, etc.) to the Steering Committee. The role of the Steering Committee will be: to provide overall guidance during the implementation of the project, to monitor all activities of the project, to receive and evaluate the reports submitted by the project team, to review the consultant s inception report, quarterly reports and to make recommendations as appropriate, to ensure coordination and co-operation between the SSI and other relevant organisations. First Steering Committee meeting scheduled for Thursday 8 th July shall have this report in advance for use or discussion at the meeting and to facilitate its role in overseeing the project. 6. Short-Term Experts (STE): The following STEs have been approved to date for use in the project activities: CFCU approval of STE, Ms. Alina Maric, for PCM Training was given in letter dated 25 th February 2010 (Ref: ESA/1630); th Since 25 February 2010, requests for approval of CVs for STEs are submitted by Team Leader to PIU, electronically and two days later in official paper format to coordinator of PIU, Ms. Birsen Benli for consideration and approval of SPO; To date, approval of SPO has been given for: 32

33 Name of Expert STE Position No of days approved Date of request Ms.Alina Maric Trainer for PCM 40 23rd February 2010 Date of approval SPO 25th February 2010 Mr. Henry Leerentveld Trainer 30 4th March th March 2010 Mr. Michael Coucheir Training, mapping 40 4th March th March 2010 and report writing Ms. Tuba Ozdemir Website and Database 40 5th March th March 2010 Mr. Jan Spooren Trainer and 10 30th April th May 2010 workshops Prof. Osman Can Unver Trainer 10 20th April th April 2010 Mr. Georg Mannik Trainer, workshop 4 15th April th May 2010 Prof. Yves Jorens Trainer, handbook 44 21st May th May 2010 and workshops Prof. Simon Roberts Trainer, handbook 41 21st May th May 2010 and workshops Prof. Jean Philippe Trainer, handbook 26 21st May th May 2010 Lhernould and workshops Prof. Jozsef Hajdu Trainer, handbook 10 21st May th May 2010 and workshops Prof. Grega Strban Trainer 10 21st May th May 2010 Mr. Frederic Sansier Trainer 8 25th May 2010 June Training Component: Since training program started at end March 2010 it has emerged that additional attendees are receiving training over and above the agreed 25 per session. The numbers attending are averaging 28 persons each day, slightly exceed the maximum or 25 persons and slightly above optimum for the training room available. However, with close monitoring, management and feedback we are happy to continue with this number. Deputy SPO, Mr. Serdar Türkeri, has attended opening of module 1 of the Strategic Operation Group Training to ensure that certain standards are observed by participants and this has been helpful. In addition Mr. Celal Polat, MoLSS, has assisted with training programs not as a participant but more as a co-trainer and this too has been helpful. Mr. Birsen Benli, Project coordinator has also contributed with inputs as required to help set context and provide additional information for participants to understand more. Evaluation or Feedback questionnaires are completed by each participant on the final day of training. Each day participants are required to sign an attendance sheet. Senior Programme Officer (SPO), Mr. Ahmet Acikgoz, President of Strategy Development Directorate at SGK and acting Head of the EU and Foreign Relations Department, Mr. Serdar Türkeri, Finance Director, have both attended final days of training programs to present certificates to successful participants. Feedback from each training program to date has been very positive and where suggestions are made efforts are made by TAT and PIU to take these on boards where relevant. 33

34 7.1 PCM Training: Module 1 of PCM training was implemented as technical or theoretical training and was followed by homework by all participants who would between modules 1 and 2 attempt to develop ideas for potential projects within current IPA programming priorities. This practical approach was agreed with SGK as a means of using what is learned to gain a result in practical terms. The following summarises the position: Module 1 of PCM Training of 5 day training course at SGK Training Centre week for 28 persons was held week beginning 8 th March 2010; Lead Trainer was Ms. Alina Maric; Support Trainer was Mr. Harald Hauben; Logistical arrangements made by project team with the Training Centre; Simultaneous Translations were provided; Facilities at Training Centre are very good; Attendance of minimum of 25 persons on average each day; Home work assigned 5 Project Teams, each with nominated Project managers and at least 2 project proposals were due from each by 13 th April, comprising Logical Framework Approach (LFA Matrix) and Draft ToR; Each project manager responsible for their team work, performance of each member and met with Project Team Leader each week; Regular meetings with Project Team Leader to ensure work was carried out and provided an opportunity for project managers to elaborate on thinking of their group, submit any problems arising and use the opportunity to develop their thinking and that of their groups, following comments from Team Leader and other Project managers; Module 2 of PCM Training took place week of 26 th April and took on board efforts of each project team: Trainer was Ms. Alina Maric; End-result of Module 2 was lower than hoped for as project teams homework since module 1 varied considerably with many reporting not being able to work on this due to pressure of work at their work place and other reasons, whilst one or two managers really made the effort and work hard to produce what was required; At this time their outputs plus findings of the Trainer is being completed for perusal of TL and consideration of further input or submission to management; 7.2 Training for Strategic Operational Group: The training provided for the Strategic Operation Group is by far the most extensive, deep and complex of all training being provided. The selected participants are knowledgeable and have some experience in the relevant areas of work. The particular training comprises 5 separate modules all of which are highly intensive and provide in total the equivalent to a Masters level course. As a result the Training is monitored very closely to ensure firstly that participants are involved and can understand and follow each training session. Experience from module 1 informs is that the intensity results in less session being possible for delivery than was originally intended so an adjustment of content and number of sessions per weekly module shall be revised in conjunction with trainers and PIU members and the Project coordinator. In summary this is the latest information on this training: Module 1 was held between Monday 22 nd and Friday 26 th March; Focus of Module 1 was an Introductory Week on Social Acquis; 34

35 Training was provided by Key Expert, Mr. Harald Hauben, and STE, Mr. Michael Coucheir; Materials for Training module 1 were made available in Turkish and English; Simultaneous translation was provided; Logistical arrangements similar to PCM training delivered earlier in March applied; 29 participants were approved for participation, including 5 from MoLSS plus one Co-trainer/observer (Mr. Celal Polat, MoLSS); Module 2 was held between Monday 21 st and Friday 25 th June; Focus of Module 2 was on Comparative presentation of Social Security Systems in the EU; Training was provided by Key Expert, Mr. Harald Hauben, and STEs, Prof. Grega Strban, Mr. Henry Leerentveld and Prof. Osman Can Unver Same arrangements as for module 1 were made; Feedback from participants was very positive and supportive of approach and encouraging for future modules. 7.3 Training for Generalist Groups: Training for Generalists Groups took place as follows: Training for Generalists Group 1 took place week beginning 12 th April; th Training for Generalists Group 2 took place week beginning 24 May; st Training for Generalists Group 3 took place week beginning 31 May; Focus on training was an introduction to the Social Acquis, Experience of migrant workers in Germany over past years, social inclusion and flexicurity; Feedback from each group has been used to modify content of training for following groups; Materials for Training module 1 were made available in Turkish and English; Simultaneous translation was provided; Logistical arrangements similar to PCM and Strategic Operational Group training delivered earlier in March applied; In excess of the target of 25 participants attended training each time Contents for training and participants were approved by PIU; Co-trainer/observer Mr. Celal Polat, MoLSS and Ms. Birsen Benli, Project Coordinator have contributed also to this training; In total 84 officials, from SGK, MoLSS, ISKUR, State Treasury, and Prime Minister s Office have received training under this part of the program during the first 6 months of the project. Overall feedback is positive with many participants asking for additional training and more time on certain topics, suggesting that when Training of Trainers is completed later this year that there will be a need to be fulfilled by those trained to deliver further training in the future. 7.4 Mapping of Turkish Social Security System Exercise: Selected SGK Assistant Social Security Experts were assigned to carry out this work for the SGK project. The selected 5 experts have taken responsibility for deliver the details required in a structure report prepared by STE, Mr. Michael Coucheir. Key Expert Mr. Harald Hauben has been working with SGK experts to finalise their mapping exercise inputs. 35

36 In summary the latest position is as follows: Structure Report provided for assistant social security experts working on the mapping exercise by STE; SGK has nominated 5 officials in the European Union and Foreign Relations Department and they work with colleagues in Directorates of SGK to complete details required for structured report; Meeting of SGK officials with STE and Team Leader took place in March to explain relevance, what is required and why and answer any questions arising; Mapping exercise was planned for completion by end-april 2010, however due to heavy work commitments of those involved it is expected by end June; Key Expert has during May and June worked closely with SGK experts to ensure mapping exercise is completed by end June; Mr, Celal Polat, MoLSS ensured that inputs relating to MoLSS and ISKUR is already available; This is stage 1 in developing Strategic Report; Next stage shall start in July when Key Expert brings together all inputs available and utilises these to compare with coverage of Social Acquis etc; The involvement of SGK officials is again a practical approach and ensures involvement and a level of ownership from the outset, apart altogether from the experience of carrying out such an exercise; 7.5 Management Workshop: It was agreed early in the project that management of the SGK needed to be informed and involved if the project was to be successful. TAT and PIU got approval in May from SPO for a workshop which was held on 8 th /9 th May 2010 at Kizilcahamam. Approval for first management workshop was given by President of SGK; 2 day Workshop for 50 persons, including Project Team, PIU members and SGK management; President, deputy Presidents and other senior management of SGK all attended; Focus of works on: (i) Project; (ii) introduction to social acquis; (ii) Coordination of social security; (iii) Free movement of workers; (iv) Equality of Treatment and (v) Update on Chapters 2 and 19; Project TL, KE and one STE, Mr. Jan Spoorens provided the presentations, whilst Mr. Varol Dur and Ms. Birsen Benli provided support for updates and workshop introductions etc; Project team made all logistical arrangements; Program included introduction to project, introduction to social security in Europe and Social Acquis, flexicurity; Questionnaire for participants yielded feedback which has been presented to management for further consideration; Feedback suggests that workshop exceeded expectations; Feedback from President of SGK indicated he believes a similar two day workshop for Regional Directorates should be held to inform them of project, social acquis and increase awareness and support; Rationale for Saturday and Sunday workshop was that management was not available Monday to Friday; 36

37 Problem arose with workdays completed by TL and KE who worked on this workshop. Approval of SPO arrived on 10 th May and did not facilitate approval of CFCU in advance of workshop. 7.6 Study Visit: Dates, participants and program were agreed by SPO. Approval of the CFCU for the budget allocation from Incidentals was received before visit took place. June 6 th to 12 th agreed as dates for Study Visit; Study visit to Brussels (Commission and Parliament), Gent (Tress, Missoc, EU Related issues), Belgium Ministry and Paris, France (International Relations and business French social sector); Mr. Numan Ozcan. EU Delegation, arranged two meetings on Wednesday 9 th with DG Employment in Brussels Translator/Interpreter from Project Team was provided and additional interpreter was provided for French to Turkish language; Team Leader and KE accompanied the Study Group; The group selected by the PIU, approved by the SPO and CFCU comprise the following 12 officials: Name Position Department 1 Mr. Fatih ACAR Deputy President Responsible for Strategy; Insurance 2 Mr. Ahmet AÇIKGÖZ SPO Strategy Development 3 Mr. Serdar TÜRKERİ Acting Head of Dept. Strategy Dev.- EU and Foreign Relations 4 Mr. Başar HALICI Head of Dept. Soc. Ins.- Insurance Registration and Service Dept 5 Mr. Bekir HANÇER Head of Dept. Soc. Ins.- Disputed Contributions and Execution Dept 6 Mr. Namik KAYA Head of Department UHI Dept for contract and Payment of Health Care 7 Ms. Birsen BENLİ Social Security Expert Strategy Dev.- EU and Foreign Relations 8 Ms. Demet ÖZKAN Junior Soc. Sec. Exp. Strategy Dev.- EU and Foreign Relations 9 Mr. Serdar SAYER Junior Soc. Sec. Exp. Strategy Dev.- EU and Foreign Relations 10 Mr. Veli AĞÖREN Social Security Expert Actuarial and Fund Management Dept 11 Mr. Kadir GÜRSOY Social Security Expert Universal Health Insurance Dept 12 Mr. Celal POLAT Chief Inspector MoLSS - EU Coordination Dept. Ms. Arzu Burcu TUNER DEDEOĞLU, Interpreter also participated with TL and KE. Mr. Sinan AYHAN, EUSG also joined the group during the visit. Overall feedback was positive on study visit. The individual reports related to the Study Visit have been compiled in a single report and is annexed to the Interim Report (see Annex...) 8. Awareness Component: 37

38 Within this Component the project attempts to raise awareness of the project and the related issues in social security in EU and certain aspects of the social acquis. 8.1 Awareness Conference: Agreement has been reached with SGK to hold a workshop/conference on Thursday 13 th May 2010 in conjunction with the SGK social security week which focuses on many social security issues that week. The project held a one day Conference at a hotel venue where social security rights including health protection issues in the EU were presented as a parallel and complementary activity for the SGK week. Team Leader, Key Training Expert and a STE, Mr. Georg Mannik, were involved with the presentations in conjunction with representatives from the SGK. The audience invited comprised 88 stakeholders in the social sector and followed the requirements of the ToR. 8.2 Website/Database/Visibility: STE, Ms. Tuba Ozdemir, was approved by SGK for developing the website and database for the project. The website is a standalone website with links to SGK and MoLSS. It presents project description, activities, updates and relevant information pertaining to main issues of the project. The database reflects the requirements set out in ToR which require relevant reference materials to be accessible for certain use and users. The following summarises current position as end of first 6 months: STE has been approved by SGK for use on project; Website was purchased; Project Logo is agreed by SGK and is in use; Flags, File Covers, Report covers, Folders, Biros etc have been prepared for use showing project logo and name of project; Design of webpage and database was completed in April; Meetings between project coordinator, team leader and STE have taken place and requirements of website were further refined by mid-june 2010; More complete website and database available before end-june 2010; 8.3 Brochures: In conjunction with the first Awareness Conference and Opening Conference the project team produced a first brochure in English and Turkish which provides a quick introduction to the project and its aims. This was provided for all attendees at the Conference held on 13 th May 2010, following approval from SPO and CFCU. Further consideration of Brochures shall take place in 2 nd half year of project. Already it has been suggested by TAT that the value from a Brochure dedicated to the final report hardly seems like a good investment and consideration should be given to some other purpose to add value from such a brochure. 8.4 Handbook and Glossary: It should be noted that Training for Strategic Operational Group continues in week of 5 th July 2010 and in conjunction with this week approved home-days are being used 38

39 in June for preparation of presentations and also a start of the production work for the Handbook and Glossary. The same experts providing training for this group over the period July to October shall provide the input for the Handbook and Glossary, hence we note here that these two activities have commenced in June. 8.5 Increase awareness of Project, Social Acquis: Following top management workshop held in May 8 th and 9 th, feedback from top management and in discussions with PIU the project TAT has recommended that some time be spent during July and August with SGK Izmir with a view to bring the project outside of Ankara to management and staff of SGK, to confirm information in Mapping Exercise locally where locally claims etc are made and procedures are more easily confirmed, and provide training and information for management and staff locally in relation to EU social security systems and Social Acquis. This activities in not prescribed specifically within the ToR but is believed to be an important add on and provides added value to the activities of the project. In addition to providing wider access to information on project and social acquis it provides an opportunity for a sizeable regional Directorate to have direct access to an EU project and help appreciate value of such projects for the future. It is proposed to provide TAT activities during weeks of 19 th July, 2 nd and 9 th August and maybe a further week depending on the agreed program which must be approved by SPO at SGK. Costs arising shall be borne for TAT and Project Team by Contractor as there is no provision available within the incidentals budget. This is mentioned here (and below) as it is a matter under consideration at present in the June quarter but an activity that, if approved, shall take place in July and August Man-days used in first 6 months to end-june 2010: The following table summarises the man-days already used during the first 6 months of the project: Position Team Leader (220 days) Key Expert (198 days) Short- Term Experts (290 days) March June July August Sept Sept Dec Total quarter quarter quarter quarter (5) 21 17(4) 17 58(4) (7) 47(7) 19(2) 16(6) 17 52(8) (4) 82.5(20.5) (20) 80(20) Total 110(11) 187.5(32.5) 60(2) 33(10) 94(20) 190 (32) *In brackets are home-days/out of country days and are included in figure

40 **Subject to change by CFCU after invoicing at end-june2010. Total number of days used ( =) 297.5, in first 6 month of 15 month project is therefore ( =) 708 (297.5/708*100=) 42%, which is proportionate. The average monthly number of man-days is (708/15=) 47.5 man days, which equals to an average of 283,5 man days that could be used in six months which is rather close to the actual number of man days used in the first six months, which is man days. Therefore, this situation does not reflect any frontloading of experts. Part 3: Plan of Activities for July to December Summary of activities: The 3 rd and 4 th Quarters shall continue the progress made in the first 6 months of the project. However, we have fewer activities planned than usual as with holidays and Ramadan featuring in July and August it was agreed that less intensive activities are best. Activities for the 6 months to end-december, i.e. September and December quarters are summarised hereunder: Activity July 2010 Strategic Operational Group Training Module 3 Workshop No. 2 on Flexicurity Steering Committee Meeting Drafting Report on Mapping of Turkish Social Security System Exercise Work on Handbook Work on Glossary Seek approval for Project work in Izmir Workshops in Izmir with SGK Regional Directorate Submit draft proposal for on the job training August 2010 Management Workshops in Izmir Training in Izmir for SGK Confirmation of mapping inputs at Izmir SGK Preparations for training in September for Generalist Groups 4 and 5 Preparation for Strategic Operational Group Training Work on Handbook Work on Glossary Draft Report with projects from PCM Agree Draft proposal on on the job training September 2010 Generalist Group 4 Training Generalist Group 5 Training Work on Handbook Work on Glossary PIU Meeting Timing w/b 5 th 6 th July 8 th July July 19 th onwards Ongoing Ongoing Early July w/b 19 th July By mid-july w/b 2 nd August w/b 9 th August w/b 2 nd and 9 th August w/b 16 th and 23 rd August w/b 30 th Ongoing Ongoing Ongoing Until end month w/b 13 th w/b 20 th Ongoing Ongoing During month 40

41 Monthly Meeting Quarterly Report Preparations for Strategic Operational Group Training module 4 Strategic Operational Group Training module 4 Preparations for October Workshop Targeted at Regional Directorates and HQ senior management Preparations for Strategic Operational Group Training module 5 During month By end month Ongoing w/b 27 th September Ongoing Ongoing October 2010 PCM Training Module 3 Strategic Operational Group Training Module 5 Preparations for on the job training Work on Handbook Work on Glossary PIU Meeting Monthly Meeting PCM training additional shorter module Preparations for additional Generalist Group Training in Nov Hold Awareness Conference in Izmir Hold Awareness Conference in Istanbul Hold 2 day Workshop Targeted at Regional Directorates and HQ senior management Preparations for training of Trainers in November On the job training November 2010 Training of Trainers (ToT) Additional Shorter PCM Training module Generalist Group 6 Training additional with ToT Generalist Group 7 Training additional with ToT Finalise Work on Handbook Finalise Work on Glossary PIU Meeting Monthly Meeting Preparations for Strategic Operational Group Training module 4 On the job training December 2010 Training of Trainers Module 2 Present and agree Handbook Present Glossary PIU Meeting Monthly Meeting Interim Report no. 2 Preparations for Training of Trainers 3 On the Job Training w/b 4 th October w/b 11 th Ongoing Ongoing Ongoing During month During month w/b 18 th Ongoing 1 st October 15 th October 18 th & 17 th Ongoing During month w/b 1 st November w/b 22 nd November w/b 8 th w/b 29 th Ongoing Ongoing During month During month Ongoing During month w/b 6 th December w/b 13 th December w/b 13 th December During month During month By end month Ongoing During month The above program has been discussed and agreed with PIU, however, it is by nature an indicative program that may require change as the project progresses. It is 41

42 not intended to change anything at this time but we are conscious of the need to be flexible in the event of events at SGK requiring a change to the schedule. 11. Summary of man-days to be utilised: The following table provides a summary of man-days that shall be utilised during the 2 nd half year of the project. It is indicative in nature and may vary depending on unforeseen circumstance. Position Team Leader (220 days) Key Expert (198 days) Short- Term Experts (290 days) March June July August Sept Sept Dec Total quarter quarter quarter quarter (5) 21 17(4) 17 58(4) (7) 47(7) 19(2) 16(6) 17 52(8) (4) 82.5(20.5) (20) 80(20) Total 110(11) 187.5(32.5) 60(2) 33(10) 94(20) (32) *In brackets are home-days/out of country days and are included in figure **Subject to change by CFCU after invoicing at end-june2010. *** Home-days indicated in brackets are indicative and they can be used provided that the justifications are considered as appropriate and prior approval is given by the Contracting Authority. Overall total number of man-days being used in first 12 months out of 15 months is 675 out of a total of 708 days which represents 95% of overall man-days. The events and activities for half year to December 2010 shall be revised and updated to reflect views of designate SPO, PIU and comments of CFCU and EUD in relation to the Interim report. Update shall be circulated when available in September Component 1: Training 12.1 Management Training: The workshop for Top Management on 8 th /9 th May was the first opportunity for the project to meet with top management as a group and establish their interest in project. Following a successful workshop a request from the President of the SGK to hold a bigger workshop for all 81 Regional Directorate managers and HQ top management 42

43 later in September or October. Provisionally dates of 16 th and 17 th October have been listed for this workshop, which shall provide information on social acquis, equality of treatment, as required under the ToR. Management and other officials from SGK attend the Awareness Conferences thus broadening their exposure to other issues relating to Social Acquis and Rights under EU social security systems. The timing of these sessions shall be suited to availability of management and project experts and shall be approved by the PIU and SPO, as they arise, with final approval of CFCU. These workshop sessions shall be in addition to the remaining two awareness workshops scheduled under the Awareness Component below Strategic Operational Group Training: Module 2 for the Strategic Operational Group was held week beginning 21 st June This module shall relate to a comparative analysis of EU social security systems and the Turkish system and shall also include sessions transferred from module 1, held in March. Module 3 shall take place in week beginning 5 th July, whilst modules 4 and 5 shall take place in weeks beginning 27 th September and 11 th October Modules 3, 4 and 5 are provided by a team of professors headed by Prof Yves Jorens, Gent University and the standard or level of training being provided is akin with master s levels studies at university Generalists Training: Separate groups of generalists, i.e. groups 1, 2 and 3 have received training during first 6 months. Groups 4 and 5 comprise groups of 25 each with 20 places being allocated by SGK to social partners. The individual training weeks for groups 4 and 5 are 13 th and 20 th September respectively. When training for five groups have been completed it is agreed that TAT and PIU shall consider further training over weeks of 8 th and 29 th November wherein selected numbers from existing groups can be brought together for addition training to supplement that already provided/ 12.4 PCM Training: Modules1 and 2 for the group of 28 persons took place week beginning 8 th March and 26 th April. Outcome from training activities did not produce the expected project ideas and ToRs due to many reasons. The work shall be examined with a view to finalising as a draft report or for use at module number 3 list for October Module 3 shall be held week of 4 th October wherein group shall recap on Fiche, ToR writing, project management, twinning, ESF etc. 43

44 12.5 Training of Trainers: During the course of carrying out the Training Needs Analysis for those nominated at attend training it was established that 15 officials are interested in being trained as trainers with a view to be able to assist colleagues within the SGK at a later date to understand more the social acquis and the implications or impact on the SGK. These officials, in addition to 10 more officials yet to be selected, shall later this year receive training to help them deliver training in this area of work and shall with key expert and short-term expert develop the skills necessary to carry out this activity. Training of Trainers shall commence week beginning 1 st November, 8 th December and 10 th January On the Job Training related to EU regulations/social Acquis: The study visit held during 6 th to 12 th June proved very useful and highlighted potential benefits from the on the job trainings scheduled for later in Ideas are under consideration by TAT and PIU and it is expected to submit draft proposals for consideration during July and implementation during the December quarter The ToR makes provision for up to 36 persons participating for a total of one week each and subject to budget approval by CFCU Strategic Report: Assistant social security experts at SGK in conjunction with TL, KE and STE completed their input into the mapping exercise at the end of June Following this the KE shall draft a report that shall examine and determine areas that fall within the social acquis and not, as the case may be, so that areas for further consideration may be highlighted and considered for further attention. This report shall be available by September and shall provide an indicative list of areas that require specific attention in the future and shall form the basis for developing a draft Strategic Report for the SGK in the area of the social acquis. KE and STE Mr. Michael Coucheir shall combine their efforts to achieve complete the Strategy Report Report on Non-Contributory Payments: KE and STE Mr. Michael Coucheir shall combine their efforts to draft and submit this report during the December quarter Report on Trends in social security legislation in the EU: KE and STE Mr. Michael Coucheir shall combine their efforts to draft and submit this report during the December quarter Component 2: Awareness 44

45 13.1 Website/Database: Work on project website and database is ongoing with updates being provided each month Workshops No.2 and No.3: The first workshop was held on Saturday 8 th and Sunday 9 th May for top management of SGK and selected nominees by the SGK. In total including PIU members the total number of attendees was 50 persons. Workshop No. 2 shall focus on the subject of flexicurity and shall be held on Tuesday 6 th July Project Short-Term Expert, Mr. Jan Spooren shall deliver the following Workshop with TL and KE on Tuesday 6 th July 2010: The proposed agenda for the workshop shall include the following: European Employment Strategy; Open Method of Coordination in employment; Flexicurity employment aspects; Rehabilitation schemes, Employment for people with disabilities and disadvantaged groups; Social services of general interest; Social inclusion and active inclusion; EU stakeholders and the policy-making process in the social sector Attendees shall include social partners, stakeholders and officials from SGK and MoLSS. STE shall also spend time on Wednesday 7 th with Labour Directorate at MoLSS and is available for Trade Unions and Employers representatives for separate meetings during his visit. Workshop No.3 which shall relate to Social Acquis, equality of treatment and the social security in the EU shall take place over 2 days 16 th and 17 th October Attendees shall include management of SGK Regional Directorates and Head Quarters. Attendance is expected to be around 120 officials including TAT Awareness Conferences No.2 and No.3: Three awareness conferences shall be held by the project, one in Ankara on 13 th May, one in Izmir, proposed date of 1 st October, and one in Istanbul in October/November. The topic for all three conferences is set in the ToR as Social security issues and rights in the EU Context. The attendees, 75 invitees, are intended to be stakeholders and partners in the social sector and as the Conferences are held in three different locations the audience shall be drawn from those particular locations. The workshop held on 13 th May shall be held in parallel with the social security week being held by the SGK. STE shall be invited to attend to assist Team Leader and Key Expert in presentations at the Conference. 45

46 13.4 Glossary of terms English/Turkish: The Glossary of Terms being developed and produced by the Project shall relate to terminology etc used within the area of the EU Regulations. It is important within the context of this project to identify key words etc which relate to EU regulations and many of these shall arise during the delivery of training, workshops and conference. The proposed glossary of terms shall be made available late in the project and is planned for delivery in November/December 2010, using the duration of training, workshops and handbook to feed into the process Handbook: Work on the proposed handbook commenced during the month of June after approval of the CFCU was provided. It is planned to have the handbook ready by mid November for SGK to comment and for publication shortly after that Interim Report No. 2: Interim Report No 2 or the second 6 monthly report shall be drafted and submitted at the end of December 2010, to reflect progress in the first12 months of the project and plan of activities for the following period. This report shall be reviewed at the second meeting of the Steering Committee during January Work planned for March Quarter 2011: Depending on decisions made by PIU regarding scheduling of activities it is likely that almost all project activities can be completed by end 2011 with minimal work for completion in March quarter. This is currently the view but this situation may change. 15. Summary Work Plan: An overall summary work-plan for project activities is available at Annex A of this report. It provides an overview of planned activities throughout the duration of the project. 16. Disclaimer: The contents of this publication/report are the sole responsibility of the Consortium headed by Bernard Brunhes International (BBI) and can in no way be taken to reflect the views of the European Union. 46

47 Annex A: Summary Project Work Plan J AN FEB MAR AP R MAY JUN JUL AUG SEP OCT NOV DEC J AN FEB MAR AP R # TRAININGS TA 1 EU Soc ia l Ac quis TG1 SENIOR MANAGEMENT GROUP 8/ 9th 18/ 19 (x WS of 2 da ys) Selected MANAGEMENT GROUP (1 day WS with presentations) 6th TG2 STRATEGIC GROUP (25) M1 M2 M3 M4 M5 (5 modules of 5 days) TG3 GENERALISTS (125) 5 groups 1 week training G3A G3B G3C G3D G3E GENERALISTS (50) additional training: 2 groups of 25 G3F G3G TA 2 PCM TG 4 PROGRAMME/ project officers (25) M1 M2 M3 (3 modules of 5 days) PROGRAMME/ project officers (50) additional training: 2 groups of 25 M4 M5 TA 3 ToT TG 5 Traine rs ToT ToT ToT J AN FEB MAR AP R MAY JUN JUL AUG SEP OCT NOV DEC J AN FEB MAR AP R # WORKSHOPS Workshop 1- social acquis 8/ 9th Workshop 2 - flexicurity 6th Workshop 3 - equal treatment&occ Pensions 18/19 AWARENESS Conferences Conference 1 - social security week 13th Conference 2 = Izmir 1st Conference 3 = Istanbul 15th STUDY VISIT / On the job training Study visit (12 persons) SV On the Job training group 1 group 2 group 3 group 4 group 5 group 6 Contractual Reports MAN-DAYS: TOTAL Team Leader Key Expe rt Short-Term Expe rts J AN FEB MAR AP R MAY JUN JUL AUG SEP OCT NOV DEC J AN FEB MAR AP R #

48 This project is co-financed by the European Union and the Republic of Turkey Annex B: Minutes of the Meetings Weekly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution Date : Time : 14:00 16:00 Venue : Social Security Institution; DG for Strategic Development Meeting Room Ziyabey Cad. No:6 Balgat/Ankara 1. It was established that for this meeting only, it was previously agreed that there would not be an agenda but the conversations would be in a general manner to discuss the initial steps to be taken. 2. Mr Celal Polat stressed the importance of the inception phase and requested that there should be weekly meetings. He added that this schedule may change to biweekly meetings once the inception phase is over. It is decided that the weekly meetings will take place on Monday mornings at 09:00. A printed agenda will be ready for participants once agreed upon, previous Friday. 3. The project team can expect to receive the list of contact persons of the other bodies such as Ministries, Institutions, and Social Partners etc. Below names were listed as a draft list to be contacted : 1. Relevant Departments of Social Security Institution a. DG for Social Insurance (More specifically) b. DG for Universal Insurance c. DG for Non-contributory Payments d. Guidance and Inspection Board e. Department for Actuaries and Fund Management 2. MoLSS a. EU Coordination Unit b. GD for Labour c. Labour Inspection Board d. ISKUR e. ÇASGEM 3. Social Partners a. TURKIS b. HAKIS c. DISK d. KAMUSEN e. KESK f. MEMURSEN

49 g. TISK 4. Academia a. Gazi University b. Ankara University 5. State Planning Organization 6. Treasury 7. MoH The listed bodies will be contacted officially by the PIU. It will be requested that two people from each party will be selected as the contact persons. After the contact persons are notified to the PIU a meeting will be held within the SSI premises to introduce the project and receive information about the expected trainings. This meeting is expected to take place on the 21 st January 2010 at 10:00. The estimated number of participants is After the meeting with the relevant bodies individual visits will be arranged. It is expected that the visits will include meetings with ISKUR, EUSG and some social partners. 5. Mr Celal Polat mentioned that it would be good if they would be able to see the draft contents and context of the inception report on Friday, 15 th January It was agreed that a training needs analysis was to be conducted before completing the inception report and that this should be an annex to the inception report. 6. The Kick off conference was discussed and it was decided that it is to be planned to take place in the beginning of March It will be an Awareness Raising Conference and will be held either at a hotel in Ankara or a nearby resort. If the latter is chosen it is thought that it may last for 1 or 2 days. Mr Celal Polat added that it may be a good idea to include Chapter 2 within the context of the conference. 7. The second conference is decided to be organised sometime after the study visits have been completed. And the last one to be held approximately 6 weeks before the projects ending date. 8. Ms. Birsen Benli gave information about the extra room to be provided and that the two rooms in total will be able to accommodate 6 project staff. 9. Mr Fitzpatrick mentioned that the programme Skype is widely use medium of communication in the international consultancy world and asked if it would be possible for the two Key experts to have access to it within the Institutions building. This subject will be enquired by Ms. Birsen Benli. 10. The next weekly meeting is planned to take place on the 18 th January 2010 at 09:00. The main discussion topic will be the meeting to be held with the relevant bodies on the 21 st January

50 This project is co-financed by the European Union and the Republic of Turkey Weekly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution to Social Security Institution; Project Room No: 216, Ziyabey Cad. No:6 Balgat/Ankara Attendees: Gerry Fitzpatrick (Team Leader), Harald Hauben (Key Expert), Celal Polat (Chief Inspector, MoLSS), Birsen Benli (Expert, SSI), Varol Dur (Expert, SSI), Demet Özkan (Assistant Expert, SSI), Ahmet Hilmi Sezer (Assistant Expert, SSI), Serdar Sayer (Assistant Expert, SSI), Esin Seitters (Hifab), Gözde Aysal (Hifab), Bülent Çakım (G&G), Damla Ergüven (Project Assistant/Interpreter) Drafted by: Arzu Dedeoğlu A. Opening: 1. Birsen Benli welcomed the guests and provided brief information about the activities. She announced that all the minutes of former meetings have been sent out. She announced that the translation and revision of the two legal texts, namely Law 5502 and 5510, is progressing well. She also added that the experts are working on the training programme. 2. TL took the floor and introduced the purpose of the meeting. He also commented briefly on the Stakeholder Meeting which was held on 21 st January 2010 stating that both the level of participation and level of feedback was good. B. Discussion on the project activities and stakeholder involvement: 3. TL expressed his appreciation of an immediate contribution made by Hak-iş representative during the Stakeholder Meeting, which is the submission of the Glossary by Mr. Şadi Ekdemir. 4. He stated that the project team has already made appointments with some of the stakeholders for further interviews planned to be on 26 th January He added that the employers had not responded yet; but before the end of the meeting an appointment with TISK was also fixed. 5. TL then moved on to the plans for the training activities and he explained that they are projecting three main training groups; a. strategic group, which will comprise people from SSI who will take part in the negotiations with the EU in this subject, b. operational group (25 people), which will include people who will be dealing with the relevant regulations on a day-to-day basis; and c. general group (125 people), which will mainly include the most

51 recently recruited assistant experts. 6. He explained that the training programme will be further developed with the involvement of professors from Ghent University together with the Key Training Expert, Harald Hauben. He also underlined that the project team wants to have a more integrate approach to training; therefore, before the training activities, smaller teams will be established and will try to map the current system. In this way, the issues will also be identified and later on dealt with within the Strategy Document. He emphasized the importance of active involvement of SSI to reach a better understanding. 7. TL also briefly explained how PCM trainings will be designed as well. In this respect, he pointed out the significance of working with real issues and developing potential future projects during the training rather than working on fictional sample cases. 8. Concerning the training curricula, both the TL and the Key Training Expert emphasized that the curricula meant in the scope of the project will have to be specific to the relevant EU regulations. 9. Another discussion point was the certification of training participants. In this respect, SSI experts and assistant experts underlined the importance of achievement certificates, or rather diplomas, for the successful participants as these documents will serve as means to evaluate the success of trainees and select those who will attend the study visit and on-the-job trainings. Both TL and Key expert stated that normally EU projects are not entitled to issue diplomas but only a certificate of participation but they agreed to find out the possibilities to provide a reasonable solution. 10. A preliminary discussion on the study visit and on-the-job trainings also took place. Brussels was suggested as one of the countries to be visited to be able to understand the operation and functions of some important EU institutions. It was agreed that a short research on the social security systems of the countries will be carried out to select the countries to be visited. Concerning on-the-job training, TL recommended reducing the number of participants and increasing the number of days so that the participants will really have the chance to get involved in the operations and to have a better understanding of the system. In reaction, Varol Dur and Birsen Benli underlined the importance of number of participants. Celal Polat took the floor and commented that a five-day training will not be a desired on-the-job training. He suggested that the number of participants is slightly reduced, or maintained at the same number, and the number of days is increased to 15 days. It was agreed that this will be discussed in detail at a later stage. The preliminary date for the Study Visit is set as April or May TL suggested making use of conferences and congresses when planning these programmes. Similarly, Celal Polat suggested that specific dates, especially social security week in May, could be used for project activities, especially to ensure visibility. 12. Key Training Expert explained that the training concept will be presented earl next week together with a questionnaire for training needs assessment and requested the names foreseen as participants of trainings. SSI experts explained that it is not possible to provide any names at this stage since participation in a training is decided upon an invitation letter and the directorates or departments appoint people according to their availability at the time of the training. Celal Polat suggested that the questionnaire is sent 51

52 out to a sample group and the results be reflected in the Inception Report. He emphasized the importance of presenting the Needs Assessment results and draft training programme in the IR. C. Other Issues: 13. TL explained that the CVs for the short term experts will be submitted in the coming weeks. With regard to this Celal Polat stated that they would like to see more than one CV for each position. 14. Project website was discussed briefly and it was agreed that G&G will provide the experts to work on the project website and it was agreed that their CVs will be submitted as soon as possible. D. Closing 15. TL informed the participants that the draft IR will be sent out by the end of the first week of February. He suggested having the monthly meeting after the 15 th February, taking into consideration the time needed to read the IR and it was agreed that the monthly meeting will be after 15 th February. 52

53 Weekly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution to Social Security Institution; Project Room No: 216, Ziyabey Cad. No:6 Balgat/Ankara Attendees: Gerry Fitzpatrick (Team Leader), Harald Hauben (Key Expert), Celal Polat (Chief Inspector, MoLSS), Birsen Benli (Expert, SSI), Varol Dur (Expert, SSI), Demet Özkan (Assistant Expert, SSI), Ahmet Hilmi Sezer (Assistant Expert, SSI, Gözde Aysal (Hifab), Bülent Çakım (G&G), Damla Ergüven (Project Assistant/Interpreter) Drafted by: Arzu Dedeoğlu A. Opening: 1. Birsen Benli welcomed the guests and provided brief information about the activities. She announced that the project is in the last week of the Inception Phase. 2. TL suggested that this weekly meeting is used to go through the training concept and that he would submit the final draft of the Inception Report on Monday morning. He underlined that it is really important to get as much feedback as possible to include in the IR. B. Discussion on the project activities and stakeholder involvement: 3. TL stated that the meetings with stakeholders were really fruitful and everybody was pleased with the results. He further explained that all stakeholders have an interest in project activities at different levels. Some of the, like the employers organizations have more specific research areas so various activities are suggested to meet their needs. 4. TL, then explained that through the discussion with the counterparts from SSI, it was decided that the level of knowledge of the potential trainees on the EU Regulations is already known to be rather low and the current training concept is based on this information and the feedback obtained trough the stakeholder meetings. He also explained the difficulty of accommodating the detailed Training Needs Analysis in this stage of the process due to time constraints. He further stated that a detailed TNA would be useful in further developing the contents of the training. 5. The Training Center is trying to develop a global training package for e- learning within Social Security Institution via Ministry of Education website. 6. TL stated that training of trainers is a highly important issue in the long run and that the Project may benefit from the experiences of the insurance experts in this field. 7. Celal Polat inquired when the IR will be circulated officially. TL explained that it should be done on Monday. Mr. Polat then commented that the draft version is really clear and to the point and he added that it would be good to work closely in the coming two days to finalize the draft together. He suggested that a separate section focusing on SSI could be included. He further suggested that concerning the publicity materials, different articles could be published in a series. He also added that there are many dissertations related to this subject and these could be selected for publication in the scope of the project. 53

54 8. TL inquired whether SSI has a regular publication and circulation of materials. 9. Key Expert Harald Hauben suggested that this could be done using the website of the project rather than printed material. He explained that the materials could be categorized under several headings; legislation, reports, academic papers, etc. He also added that if, for example the reports, are translated into proper English than the EU member states will also have the chance to get information from Turkey. 10. TL also agreed that this is also very important but attention should be paid to the reports as they could be a little sensitive as they could easily become a political issue if officially published. He agreed that ideas on this shall be included in the IR. 11. Mr. Polat suggested that the Monthly Management meeting could be held on Monday, 15 th February as the official comments to the Inception Report shall be done in writing. Therefore in the Monthly Management meeting we can discuss other issues, such as the correspondence and approvals required for the coming activities. 12. TL explained that he was hoping to get feedback from all parties the next nd meeting, which he planned to be on the 22 February so that he could have the final version of the IR for the meeting. 13. Mr. Polat also inquired when the CVs of the STEs will be submitted. TL explained that they could be submitted on Monday. 14. Mr. Hauben explained a suggestion he provided in the inception report concerning the general trainings. He stated that there could be two options. The training could be provided as a five-day training, five times covering around 125 people altogether. 15. Mr. Hauben also underlined that there are already three activities planned for March and four for April so the PIU is expected to react on the suggestions as soon as possible so that the trainers will also have sufficient time to prepare the training material. He also added that a table demonstrating the comparison between the training activities specified in the ToR and the ones elaborated in the Training Concept. 16. TL explained that he does not expect to go into details of the IR in the course of the meeting and he would be expecting the feedback and comments in the coming two days. He also added that the CVs will also be submitted as soon as possible. 17. Mr. Hauben also expressed the urgency of approval, at least of the PIU, of the CVs for the PCM training scheduled for March. He also requested some suggestions about which departments or units to include in the trainings. 18. TL also added that the small groups should be established to start working on various topics as stated in the IR. For the small working groups, Ms. Benli suggested that the contact persons from different departments could be contacted for their opinion. C. Closing: 19. It is decided that the next weekly meeting will be on 15 th February and the monthly management meeting will be on the 22 nd February. 54

55 Weekly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution to Social Security Institution; Meeting Room, Ziyabey Cad. No:6 Balgat/Ankara Attendees: Gerry Fitzpatrick (Team Leader), Celal Polat (Chief Inspector, MoLSS), Birsen Benli (Expert, SSI), Varol Dur (Expert, SSI), Demet Özkan (Assistant Expert, SSI), Ahmet Hilmi Sezer (Assistant Expert, SSI, Gözde Aysal (Hifab), Şükrü Çam (G&G), Arzu Dedeoğlu (Translator/Interpreter) Drafted by: Arzu Dedeoğlu A. Opening: 1. Birsen Benli welcomed the participants and provided brief information about the activities. She announced that the IR was completed, PIU comments were integrated and updated version has been sent to CFCU. B. Discussion on the project activities and progress: 2. It was stated that there had been some progress concerning the website and the project logo although the final version had not been confirmed yet. Logo was discussed and suggestions were made. As for the website, all parties agreed that it should become functional as soon as possible. 3. It was stated that a document for the Mapping Exercise has been drafted and the responsible expert Michael will also fill in the aspects related to EU regulations. 4. It was also emphasized that a workplan / timetable of activities will be required alongside with the IR in order to justify some issues within the SSI and to obtain the opinion and commitment of the high level management. Also the number of participants for each activity was requested from the project team. 5. There was a suggestion to increase the number of participants in the PCM training and the project team explained that there would be some additional PCM sessions to be organized in the end of summer or in autumn. With regard to the PCM training it was also suggested that the updated PRAG rules and most recent IPA information should be integrated in the third module of the PCM training. 6. It was emphasized that for the approval of the STEs, both the CVs and relevant Terms of References will be required and it was agreed that the relevant CVs and ToRs will be sent in advance accordingly. It was also underlined that the CVs of experts for the website and PCM training need urgent approval. 7. The issue of Leadership/Awareness seminars was discussed. It was agreed that participation of the Minister and preferably also the Minister of Foreign Affairs is important and therefore should be ensured. The significance of Free Movement of Workers was also underlined and it was suggested that this issue should be a part of the agenda. It was also suggested that probable dates for such a seminar should be discussed with CFCU and EU Delegation during the 55

56 Monthly Meeting. C. Closing: 8. It was agreed that the CVs and ToRs of the relevant experts shall be submitted in the following week. 9. It was agreed that a summary table of the training activities and number of participants shall be provided in Turkish. 56

57 Monthly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution to Social Security Institution; Meeting Room, Ziyabey Cad. No:6 Balgat/Ankara Attendees: Gerry Fitzpatrick (Team Leader), Harald Hauben (Key Expert), Numan Özcan (EU Delegation), E. Sıddık Arslan (CFCU), Serdar Türkeri (President of EU Relations Department, SSI), Birsen Benli (Expert, SSI), Demet Özkan (Assistant Expert, SSI), Ahmet Hilmi Sezer (Assistant Expert, SSI), Uğurtan Taşkıner (MoLSS), Esin Seitters (Hifab), Gözde Aysal (Hifab), Selma Gerçek (G&G), Şükrü Çam (G&G), Damla Ergüven (Project Assistant/Interpreter), Arzu Dedeoğlu (Project Assistant/Interpreter) Drafted by: Damla Ergüven, Arzu Dedeoğlu Interpreter: Arzu Dedeoğlu A. Opening: 1. Birsen Benli welcomed the guests and introduced the purpose of the meeting. It was emphasized that the Inception Report (IR) draft was completed and disseminated for comments. 2. Team Leader informed the participants briefly about the developments and underlined that the approval of IR is required to proceed with the project activities. B. Discussion on the draft Inception Report: 3. CFCU representative stated that their comments would be sent via official letter following the meeting and inquired about the comments of the Beneficiary. Beneficiary explained that their comments were discussed and already integrated in the draft that was circulated officially. It was emphasised both by CFCU and EU Delegation that the comments should be presented separately so it was agreed that for the future reports all parties will send their comments to all parties. 4. CFCU representative also pointed out the visibility requirements concerning all printed documents of the project including the IR. EU Delegation also emphasised that there is a separate guideline prepared by the EU Delegation specific to the projects implemented in Turkey. 5. Team Leader presented a brief summary of the differences between the ToR and the draft IR, mainly in relation to the number of trainees. He briefly explained that due to time restrictions in the Inception phase, rather than a complete TNA, a brief TNA was conducted focusing on the needs of the stake holders, as well as those of the SSI. EU Delegation inquired whether the heads of departments in SSI were contacted. TL explained that a general meeting took place but in the coming weeks the departments will be contacted separately. Birsen Benli added that the names of the training participants should be specified because the assistant experts are in a rotation programme. EU Delegation also commented that the trainees should be distributed evenly 57

58 among the departments and a variety of departments should be involved in the training activities. 6. The issue of certification of 75% of the training participants was also discussed and it was agreed that Ghent University will be consulted whether they can issue a certificate of accomplishment could be issued by them. Otherwise, the usual certificate of participation shall be issued. C. Other pending issues: 7. The issue of home working days was discussed and CFCU suggested that they should be considered and approved case by case for the future activities. Team Leader and Key Training expert explained that there is a special case of writing the handbook which will be done by the same experts who will provide the trainings. As these experts have a high profile, their physical availability is limited and therefore home days will be required. EU Delegation suggested that the experts would work on the handbook while they are already in Turkey for the trainings, and in this way the current rate of home days at 45% could be reduced. Concerning the preparation of the hand book and the use of home days both CFCU and EU Delegation commented that not all period of hand book preparation should be organised as home based working days and it should rather be distributed reasonably because the preparation of the hand book requires close cooperation with the Beneficiary in order to ensure that their approach is also integrated. 8. Team Leader summarized the topics of IR briefly upon the demand of EU Delegation. He said that small, introductory workshops will be organized for the senior offices of SSI and MoLSS. 3 awareness conferences will be held in Ankara, İstanbul and İzmir. However this is not 100% certain, Gaziantep and Malatya are also suggested provinces for these conferences. The issues about database and website have not been amended. Study visits will start with Brussels as it is the central city and then the participants may be divided into small groups for other countries and cities. The study visit will most probably take place in May but it can also be June. The participants of the on the job trainings are planned to be chosen from the trainees who showed a certain level of success during the trainings, at this point Team Leader also emphasized the tightness of the budget. The issues about brochures, final report, handbook and poster have not been amended. The number of the persons who will receive training has increased. He also stated that the stakeholders have different needs and interests so small and specific workshops will be arranged for different stakeholders on different subjects of interest such as flexicurity. 9. CFCU representative asked about the contents of the handbook. He stated that minor issues can be consolidated in the Inception Report, however for substantial amendments, addenda will be needed. 10. Team Leader stated that the handbook will be composed of pages. 11. CFCU representative again emphasized that beneficiary should ensure the usage of the home days. He said that 35 days of preparation is foreseen for 55 days of training and 5 days of preparation is foreseen for 11 days of training (ToT), he stated that he believes the preparation days were a little high. 12. Team Leader stated that total number of days was discussed with PIU and that there are were no problems about it. He added that they were expecting the comments of CFCU to arrive the following day. He said that TNA Questionnaire was also sent out this week. He also reminded that the trainings 58

59 start with PCM on 8 th of March. The date of the management conference has not been determined yet, but it will be resulted in the next few weeks. And the issue of study visits will be clarified. 13. Birsen Benli stated that they expect high level participation (e.g. Egemen Bağış, Ömer Dinçer) and they will send an official letter and make calls in order to check. 14. Serdar Türkeri (President of EU Relations Department-SSI) stated that first the meeting with the President of the institution should be arranged. He said that it is possible that the Minister may not have the time to attend to the conference. He emphasized that the support of the related units is important and that the President can make different units come together for a meeting and he can also try to arrange the participation of the Minister to the conference. He stated that it is crucial to arrange the meeting with President first so that the he can make a decision about this conference. 15. Key Expert reminded that the trainings will start on 8 th of March and that the CVs should be approved quickly as a small delay may affect all training activities. 16. CFCU representative stated that he will send the comments for the IR on Wednesday or Thursday at latest. He also added that the CVs should be sent to the beneficiary and CFCU. D. Conclusion: 17. It was concluded that the CVs will be approved as soon as possible and the number of preparation days for the trainings will be revised. 59

60 Weekly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution to Social Security Institution; Meeting Room, Ziyabey Cad. No:6 Balgat/Ankara Attendees: Gerry Fitzpatrick (Team Leader), Celal Polat (Chief Inspector, MoLSS), Birsen Benli (Expert, SSI), Demet Özkan (Assistant Expert, SSI), Ahmet Hilmi Sezer (Assistant Expert, SSI), Serdar Sayar (Assistant Expert, SSI), Damla Ergüven (Translator-Interpreter, Project Team) (apologies received from Hifab representatives) Drafted by: Damla Ergüven A. Opening: 1. Birsen Benli welcomed the participants and provided brief information about the activities of the last week. She stated that the first monthly meeting of the project was held with the participation of CFCU and EU Delegation. The training questionnaire was also sent out and so far 41 feedbacks from assistant experts have been received. She stated that the issues waiting to be clarified are the decisions to be made about the short-terms experts and the participant groups. B. Discussion on the project activities and progress: 2.. Team Leader stated that the monthly meeting went well generally. CFCU and EU Delegation were the key participants. The Draft Inception Report was accepted with the addition of some minor comments. The focus of the comments was mainly short term experts and the working days they will spend abroad. The table of dates was also accepted as indicative. Team Leader also stated that the official comments of CFCU were received on Friday. He added that the Draft Inception Report will have been finalized by Tuesday or Wednesday according to the final comments. He stated that a visit was paid to the Training Center on Friday in order to check the preparedness of the facility and some small problems were encountered about the simultaneous interpretation booth. The screen cannot be seen from the booth as there is too much reflection, there is no light in the booth and there is a shortage of headsets to allow for 25 persons being trained. SGK needs to write to Training th Centre to sort these matters out, before training starts on 8 March. These small problems will be solved until the training. Team Leader emphasized that next week is the first week of the trainings and it will be a week of learning for everybody. He also reminded that the SSI Training Center does not have a permanent technician. 3. Birsen Benli said that the supplier of the technical equipment etc at Training Centre can be present at the first week and the technicians of SSI can learn about the tools by observing. Team Leader stated that it would be better if the supplier is present on the first day, it may not be needed for the whole week. 60

61 4. The project will provide tea, coffee and water in the mornings and afternoons with help from Training Centre. Prices received for lunches vary from 5 to 45 TL. On Friday last the Team also met the manager of a restaurant close to the Training Center. The restaurant suggested 15 TL per person for lunch. Team Leader said that the price was reasonable and the quality of the food was also good. He also stated that he had some concerns about being the first ones to use the kitchen of the SSI Training Center due to health and cleanliness issues and didn t want to rush into using the facilities at short notice. 5. Team Leader added a general outline for the study visits to be organized between 6 and 12 th of June was submitted. He added that the related costs are going to be checked this week and names of participants confirmed this week as the European Parliament should be notified 3 months in advance of the visit. He stated that he was concerned about the overall budget for incidentals as it was very tight. He said that the costs of the study visits need to be monitored in order to be able to provide for proper on the job trainings and conferences. He said that the conference which will be held in Ankara won t be a problem but the ones in İzmir and İstanbul will incur costs as the PIU members will need to travel from Ankara. Team Leader also said that he believed the participants cannot travel on the same day for Conferences in Izmir and Istanbul, so it is planned to stay two nights for the conferences. He also added that the interpretation booth costs should be taken into account in addition to the accommodation costs. Team Leader stated that few hotels were checked out in İstanbul and İzmir for prices related to costs of Conferences/Workshops. 6. Team Leader presented the participants of the weekly meeting with a summary document of the project, its activities, scheduling., costs etc. In the th document first 3 pages of which summarizes the ToR and 4, 5, 6, 7 pages of which summarizes the project activities. 7. Celal Polat suggested that the Team Leader presents more than one CV for certain positions. 8. Birsen Benli reminded that the 19 th of May was national holiday and that the activities should be organized according to that. 9. Birsen Benli suggested that they can also see if they can make discounts as SSI. 10. TL also stated that the CVs will be submitted this week first to PIU and then after it is accepted the hardcopies can be presented to the SPO and then to CFCU. 11. Team Leader stated that the trainees will be provided with folders which contain synopsis of the experts, agenda and training materials. 12. Birsen Benli said that the participants have a certain level of language skills and that simultaneous interpretation can be provided when needed. 13. Team Leader said that he had some concerns about this subject of language skills being the sole criteria for selection as practicing the language regularly is really of great importance and some of the trainees may not have that opportunity. 14. Celal Polat suggested that average language skills may be set as criteria and interpretation can be provided when necessary. 15. Team Leader stated that the training materials will be in both languages (English-Turkish). 61

62 16. Birsen Benli stated that training programme should be attached to the official letters which will be sent to the managers. 17. Team Leader said that the workshop for management group should be agreed upon very soon as time was running out. 18. Celal Polat suggested that an agenda for Management Conference is drafted and hotels (for example in Abant) can be called, then an information note about the event can be sent to Mr. Ahmet Açıkgöz and the President. He emphasized that the time, venue and agenda should be determined as soon as possible. 19. Team Leader said that the PIU and Project Team will be working in cooperation for the second part of the PCM training. Names for workshop are required shortly. He also stated that a team should be formed for the mapping exercise and names should be made known this week for start of the necessary work. 20. Celal Polat asked about the exact role of Mr. Osman Can Ünver in the trainings. He stated that although he is highly experienced about the bilateral relations on social security between Germany and Turkey, he may not be that much informed on EU level about Social Security law and Chapter 2. He also underlined that this point should be clarified and if possible more CV s should be submitted the PIU. 21. The assistant experts presented their comments on the logo options. It was decided that the decision about the project logo will be finalized with the help of the assistant experts. C. Closing: 22. It was agreed that there will be no need to arrange a weekly meeting for the following week as it is the first week of the trainings. Celal Polat and Birsen Benli stated that they will be attending to the training as observers. The starting time of the trainings were set as 09:30. Also shuttles will be arranged for the transportation between SSI and Training Center. 62

63 Weekly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution to Social Security Institution; Meeting Room, Ziyabey Cad. No:6 Balgat/Ankara Attendees: Gerry Fitzpatrick (Team Leader), Harald Hauben (Key Expert), Michael Coucheir (Expert), Serdar Türkeri (President of EU Relations Department, SSI), Birsen Benli (Expert, SSI), Demet Özkan (Assistant Expert, SSI), Ahmet Hilmi Sezer (Assistant Expert, SSI), Serdar Sayer (Assistant Expert, SSI), Gözde Aysal (Hifab), Damla Ergüven (Translator/Interpreter), Nurca Tuzcuoğlu (Project Assistant). Drafted by: Nurca Tuzcuoğlu Interpreter: Damla Ergüven A. Opening: 1. Serdar Türkeri welcomed the participants and stated that mainly two subjects will be discussed; first subject is the formation of the strategic team and the second subject is providing interpreter for the study visit. B. Discussion on the project activities and progress: 2. It was agreed that the target group of the strategic team extended. There should be participants who know about the legislation besides the participants who knows English. It was added that not all of the participants should necessarily know English. 3. It was argued that 10 additional headsets are needed for the trainings. The headsets can be provided from the existing supplies of SSI. If not, Birsen Benli told that Ahmet Açıkgöz agreed to rent additional headsets. 4. TL argued that during the PCM training some of the participants engaged in inappropriate behaviors such as arriving late, answering mobiles during the course, leaving early. He emphasized that each participant should participate the trainings fully. 5. Serdar Türkeri agreed and emphasized that he will visit the training next week on Monday and certain rules about the training will be identified and shared with the participants. 6. TL stated that the groups that were formed from the participants of the PCM training will work on projects. He stressed that according to Celal Polat from MoLSS it is not appropriate for the MoLSS employees to fully participate in these projects. Birsen Benli added that in such a situation there will be conflict of interests. Serdar Türkeri emphasized the importance of this issue and stated that they can communicate with the MoLSS to solve this problem. 7. TL stated that instead of providing a translator in Brussels, they prefer using their own translator who knows the subject matter and the people travelling. He argued that it will be risky to hire a translator locally because of the technical aspects of the subject. 63

64 8. TL emphasized that they need the names of the participants of the study visit. It was agreed that 36 people will participate the study visits in three groups and one group will be selected by SSI. Serdar Türkeri emphasized that the names will be determined as soon as possible. The rest of the participants will be decided according to the performances. 9. TL stated that the project aims to mix different people within the organization, study visits are in the same context. SSI should be represented successfully during the study visits. The participants should be selected among people who are directly related to the subject. 10. Serdar Türkeri added that both administrative side and other civil servants who are directly related to the subject will be chosen. Birsen Benli added that the participants also should be selected among the ones who will participate in the negotiation process. 11. TL emphasized the importance of the mapping activities of the current system. Michael Coucheir will help about the process but the employees who will take place in the process should be determined as soon as possible. 12. Birsen Benli stated that Yasemin Sarıaslan and her colleagues prepared a source which can be used for mapping. Serdar Türkeri added that there is also another source that can be used which is the updated version of law no: TL stated that both of the resources may be used. He added that mapping is the first part of the process. After mapping a strategic report will be prepared. 13. Serdar Türkeri stressed that first the tasks should be identified then the people should be chosen accordingly. 14. Serdar Türkeri stated that he will participate the opening of the next training beginning on He proposed that the timing of the manager workshop can be determined there. 15. TL stated that as of today he would deliver the decisions taken in written format with their Turkish versions to avoid misunderstandings. C. Closing: 16. It was agreed that the assistant experts who are responsible for the mapping activity will communicate with their partners working in the related departments. The mapping group will be formed in this way. 17. It was agreed that the participants of the study visit will be delivered in 2 days. 18. It was agreed that monthly meeting will be held on

65 Monthly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution to Social Security Institution; Meeting Room, Ziyabey Cad. No:6 Balgat/Ankara Attendees: Gerry Fitzpatrick (Team Leader), Numan Özcan (EU Delegation), Celal Polat (Chief Inspector), Harun Aşa (CFCU), Serdar Türkeri (President of EU Relations Department, SSI), Birsen Benli (Expert, SSI), Demet Özkan (Assistant Expert, SSI), Ahmet Hilmi Sezer (Assistant Expert, SSI), Serdar Sayer (Assistant Expert, SSI), Uğurtan Taşkıner (MoLSS), Esin Seitters (Hifab), Gözde Aysal (Hifab), Arzu Dedeoğlu (Project Assistant/Interpreter), Nurca Tuzcuoğlu (Project Assistant) Drafted by: Nurca Tuzcuoğlu Interpreter: Arzu Dedeoğlu A. Opening: 1. Serdar Türkeri welcomed the guests and introduced the subjects which will be discussed during the meeting. 2. Harun Aşa from CFCU introduced himself as the new contract manager of the project. B. Discussions: 3. Birsen Benli presented a brief summary about the progress of the project. She stated that on 17 March 2010 the Agreed Inception Report was submitted to CFCU and on 18 March 2010 it was submitted to SSI. Birsen Benli pointed out that the opinions of the stakeholders were conferred. She also stated that the training groups were formed. According to this the training content of the Strategic Group is more detailed and the Group of Generalists will take an introductory training according to their needs. She reminded that the approval of the PCM trainer, Alina Maric was completed by CFCU and SSI. After that the authority to approve the short term experts was delegated to SSI. Birsen Benli stated that 3 short term experts, Michael Coucheir, Hendrik Leerentveld and Tuba Özdemir were approved by SSI. She mentioned that the studies of the trainings in April will be completed at the end of March. 4. Celal Polat stated that EUSG has not participated any of the monthly meetings. Serdar Türkeri replied that an official letter can be sent for their participation. 5. Team leader Gerry Fitzpatrick started by pointing out that the inception phase can be considered as over. He briefly summarized the first PCM training. He pointed out that 25 trainees were expected but the number of trainees increased to 30. Although it was not the ideal number for the capacity of the course room in the training center, TL emphasized that reaching more people pleased 65

66 everyone. He also pointed out that the training center is very modern and the simultaneous equipments work properly. TL stated that because the kitchen of the training center has not been used before they preferred to arrange a restaurant close to the training center from a reasonable price. It was stated that the training was very interactive. Even the participants who cannot speak English very well were very active during the courses. It was explained that the first PCM training can be considered as a theory week and a learning session. During the training the trainees formed groups and each group chose a project manager. These groups were asked to develop potential projects and to prepare ToR and Logical Framework Analysis. Each week the project managers shall meet TL regularly. Those projects will be presented to SSI so that the managers will have an idea about the projects of their employees. It was concluded that both for the trainees and the project team the training was successful and satisfying. 6. TL stated that with the approval of Serdar Türkeri 4 assistant experts were selected for the mapping activity. They will communicate with their partners working in the related departments and each of them will work on different subjects. The experts will help them during the mapping phase. TL pointed out that in the second phase after mapping, short term expert Michael Coucheir will go through each report in relation with the Acquis. As a result of this phase the incompatibilities will be determined therefore the strategy that will be prepared after the second phase will be one of the most important outputs of the project. TL emphasized that the strategic group will comprise the employees who will work actively during the negotiation process and bilateral agreements. He added that during the trainings and as a result of the interactions with the trainers the problems that were not emphasized during mapping may arise which would be very helpful. 7. TL reminded that the approval of the president is needed to clarify the date of the workshop for management. Serdar Türkeri replied that there were some hesitations about the date but it will become definite as soon as possible. Mr. Türkeri also added that the senior management will participate the workshop. 8. TL stated that the deputy president Mr. Fatih Acar expressed his interest in the project during the meeting. TL emphasized that senior management should have a certain understanding about the Social Acquis because SSI will actively take place during the implementation. During the workshop the managers will express the problems in their areas. 9. Celal Polat stated that this is the first time that such a comprehensive project is being made therefore in every training and workshop the problems and the important issues should be discussed. He thanked the consortium for bringing very qualified trainers. Mr. Polat suggested to reach more people within the capability of the project. TL replied that their suggestions are very important however, the project has a limited budget. He added that anyhow they tried add many modules to the trainings. He said that he would do his best to extend the capacity of the trainings. 10. TL stated that the proposal of the study visits was presented to the president for his approval. 11. TL stated that in the SSI week there will be a one day workshop on the social security issues in EU. He pointed out that the brochures would be used to give information about the project. He added that they are planning to participate the 66

67 forum that will take place during the same week. 12. TL explained that the website was purchased and at the end of April it will be activated. He added that the logo is finalized and during April besides the trainings there will be preparations. 13. Numan Özcan expressed their pleasure as a result of the success of the first training. He suggested that if it is demanded EU Delegation can contribute the second PCM training to give a lecture about relevant subjects such as the programming in Turkey and how the projects are selected. Gerry Fitzpatrick found this suggestion very helpful and useful. Also, Numan Özcan explained that at the moment he will not be able to participate the study visit because of the date. Numan Özcan asked if EU Comission was invited to the SSI week. Serdar Türkeri explained that a team was formed to arrange the events during the SSI week. Mr. Türkeri added that the qualifications of the organisations which will be invited has not been finalized. He said that the participation of the international organisations is possible. Mr. Türkeri concluded that Numan Özcan will be informed about the developments of EU Comission. 14. Birsen Benli stated that the participation of the stakeholders to the project will be increased. 15. TL explained that the strategic group training will be detailed and technical. It was pointed out that the first week s training will be introductory, in the second week more detailed information will be given which will be based on the comparative study of Turkey and EU and the rest of the trainings will be more detailed and technical. 16. Harun Aşa stated that the increase in the number of trainees pleased him. C. Conclusion: 17. Serdar Türkeri emphasized that their purpose is to get the maximum benefit from the project. He added that after the workshop for management the senior management will have the ability to see the project more detailed and will evaluate the project from a different perspective. 18. Serdar Türkeri thanked all the participants.. 67

68 Weekly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution Date : Time : 09:30 11:30 Venue : Social Security Institution; DG for Strategic Development Meeting Room Ziyabey Cad. No:6 Balgat/Ankara Drafted by: Damla Ergüven, Arzu Dedeoğlu 1. Ms. Birsen Benli opened the meeting by announcing the topics of the agenda: Update on the SPO approvals Upcoming trainings and other events Update on mapping exercise Update on the work on bilateral agreements Quarterly report approval Comparison of Directives/EU Regulations Report prepared by STE Michael Coucheir Update on the website/database Project brochures Awareness Conference on 13 th May CFCU suggestion about an opening conference Feedback on management workshop Feedback on the second week of PCM training Feedback on the first generalist training ToR approvals for STEs from Ghent University Change of dates for Generalist Training and Strategic Group Training Glossary CFCU meeting new contact manager Position of the Key Expert Mr. Harald Hauben Translations under process Next Monthly Meeting 2. Team Leader asked about the approval of the weekend days. It was agreed that a CFCU meeting with the new contact manager would be arranged during the week in order to conclude this matter and consult on other subjects. Mr.Celal Polat also confirmed that CFCU should be invited in order to discuss the matters like this. Ms.Birsen Benli also reminded that CFCU requests all the mails to be Cc ed and that the CFCU approval is needed before all kinds of events. 3. Birsen Benli informed the team that CV s of STE Georg Manik, Mr. Jan Spooren and Osman Can Ünver had been approved so far. Mr.Celal Polat stated that Mr.Ünver s task shouldn t exceed two work days. 4. Key Expert Harald Hauben stated that he needs to learn about the target group of the Awareness Conference. He was informed that the list of the participants was ready 68

69 and that the group was generally composed of trade unions, universities and general public. 5. Team Leader reminded that the junior experts should be brought together for the mapping exercise as soon as possible and that a result should be reached by the end of May. He also stated that a report on the Directives and EU Regulations was prepared by STE Michael Coucheir. Mr.Celal Polat requested the draft version of the related report. 6. Team Leader informed the participants that the work on the website had been started by STE Tuba Özdemir. 7. Team Leader suggested that brochures on different topics may be prepared instead of a Final Report brochure. 8. Assistant Expert Ahmet Hilmi Sezer shared his comments about the 2 nd PCM Training. He stated too much time was spent on the problem tree and some of the information given was not up to date. He also stated that it would have been better if Key Expert was also present at the training as STE Alina Maric had to deliver the training alone, which was insufficient. 9. Mr.Celal Polat stated that although this project is a simple one which is based on the delivery of trainings, the team should be careful. He emphasized that the Team Leader cannot deal with everything on his own and that he should be supported by the Key Expert. He also suggested that visits should be paid to CFCU, which is necessary also for the visibility of the project. He said the drafts should be prepared with the cooperation of Team Leader and the Training Coordinator. 10. Mr.Jan Spooren stated that there was too much focus on the procedures rather than the outcomes. He said that there may be a misunderstanding as the two experts are not supposed to be in the office all the time (TL %70, KE %60). He also stated that the projects was lucky actually as the Team Leader chose to move to Turkey with his family. He said that it was impossible for the two experts to be present permanently. 11. Birsen Benli suggested that a risk mitigation plan should be created for the future. 12. Team Leader expressed his disappointment about the comments and stated that the project team is highly strong and successful, he emphasized that each member works for the success of the project. 13. Key expert Harald Hauben stated that he is truly interested in the projects and he emphasized that he also continues to work for the project when he is away from the office. And he added that he has various tasks in this project such as training delivery, coordinator and preparation of reports. 14. Mr.Jan Spooren suggested that from now on direct contact can be provided with the Key Expert. 15. The date of the Generalists Training 3 was determined as the first week of June (31 May 4 June). And the date of the Strategic Operational Group Training was changed as the fourth week of June (21 25 June). 16. The date of the Monthly Meeting was set as 21 May

70 Monthly Meeting Minutes for TR /001-Technical Assistance for Capacity Building of Social Security Institution to Social Security Institution; Meeting Room, Ziyabey Cad. No:6 Balgat/Ankara Attendees: Gerry Fitzpatrick (Team Leader), Numan Özcan (EU Delegation), Harun Aşa (CFCU), Sinan Ayhan (SGEUA), Birsen Benli (Expert, SSI), Ahmet Hilmi Sezer (Assistant Expert, SSI), Esin Seitters (Hifab), Arzu Dedeoğlu (Project Assistant/Interpreter), Nurca Tuzcuoğlu (Project Assistant) Drafted by: Nurca Tuzcuoğlu Interpreter: Arzu Dedeoğlu A. Opening: 1. Team Leader s Progress Report was distributed to the participants. 2. Birsen Benli welcomed the participants and provided brief information about the agenda and the activities. B. Discussions: 3. Team leader summarized the Management Workshop and Awareness Raising Conference. He stated that Awareness Raising Conference was planned to be for 75 people however 88 people participated which pleased the project team. TL added that the Management Workshop was very useful to bring the management together and to introduce the topics. 4. TL emphasized the importance of the evaluations made after the Management Workshop and Awareness Raising Conference. He said that the results will be evaluated and the outcome will be very valuable. He also added that the results of the Management Workshop evaluation will be summarized and presented to the SPO. 5. TL stated that there is an idea of moving the project to the west coast during summer because it will be too hot during summer and it will be difficult to bring people to the training center. Also occasionally people will be out of Ankara for their summer holidays. This proposal will be discussed with SPO. 6. It was stated that the Steering Committee will meet on 5 th July TL explained that all activities continue as they were planned. He added that website will be operational at the end of this month, handbook and Ghent are proposals for now. 8. TL briefly summarized the Study Visit and said that EU Delegation and Secretariat General for EU Affairs are also invited. He added that the Study Visit week will be very busy with a lot of meetings. 9. TL stated that the Study Visit budget was revised and sent to CFCU for approval. 10. CFCU representative emphasized that the interpreter is not included in incidentals therefore one more participant can be added to the Study Visit. It was decided to consult the SPO about the additional participant. 70

71 11. EU Delegation representative stated that he will join the study visit group on Wednesday for the Commission meeting and then move to Paris with the group. 12. It was stated that the updated study visit programme will be sent to the participants. 13. CFCU representative commented that the home days of STE s are high in Ghent proposal. TL explained that it is impossible for the professors to stay more days since their time is limited. He added that these top quality experts will give 3 intense weeks of training at master s level and they are also providing handbooks. 14. It was declared that the Interim Report will be delivered in the last week of June. C. Conclusion 15. It was decided that the next monthly meeting will be held on 29 th June 2010 at 10:00. 71

72 This project is co-financed by the European Union and the Republic of Turkey 1- GENERAL INFORMATION Subject: European Union Social Acquis Annex C: Report on study visit Date and location of the mission: 6 12 June 2010, Belgium and France Participants: 1. Social Security Institution Vice President: Fatih ACAR, 2. Head of Strategy Development Presidency: Ahmet AÇIKGÖZ, 3. Head of Internal Control Department: Serdar TÜRKERİ, 4. Head of Health Insurance Departmet: Namık KAYA 5. Head of Disputed Premium Affairs and Execution: Bekir HANÇER, 6. Head of Insurance Registration and Service Dpt: Başar HALICI, 7. SSI Chief Inspector: Celal POLAT, 8. Social Security Expert: Kadir GÜRSOY, 9. Social Security Expert: Birsen BENLİ, 10. Social Security Expert: Veli AĞÖREN, 11. Social Security Assistant Expert: Demet ÖZKAN, 12. Social Security Assistant Expert: Serdar SAYER. 13. TAT, Team Leader, Mr. Gerard Fitzpatrick, 14. TAT, KE, Mr, Harald Hauben, and 15. TAT, Interpreter/Translator, Ms. Arzu Burcu Tuner Dedeoğlu Coordinating Institutions: Belgian Social Security Institution, European Union Commission, Ghent University, French Ministry of Social Affairs, CLEISS (International Contact Centre in Social Security), CNAMTS (Sickness Insurance Institution for the Employees), CNAV (Pension Fund) 2- INFORMATION ON PROGRAM Organizing Country or Institution: Capacity Building of Social Security Institution Project Technical Assistance Team (TAT) Countries or Institutions that attended the Meeting/Training: Ministry of Labour and Social Security, Social Security Institution, European Union General Secretariat, Ankara, Turkey.

73 Content and Purpose of the Meeting/Training: The study visit organised in the scope of Capacity Building of Social Security Institution was of an informative nature and the aim was to provide the participants with information on the content of EU Coordination Regulations, latest developments, operations concerning migrant workers, etc. Meeting/Training Agenda: Detailed program for the study visit follows this summary report. 3- ACTIVITIES CARRIED OUT DURING THE MEETING/TRAINING Day 1 Study visit group visited the Belgian Social Security Institution. The group was welcomed by General Director Mr. Tom Auwers and detailed information was provided about the background of the Institution, what kind of reform processes it had been through, the statute of employees, institutional structure and its missions as a Federal Administration for Public Services. Later, Mr. Severine Van Mieghem, introduced the Belgian social security system which covers all Belgian citizens. He explained that their system is a mixture of Bismarck and Beveridge systems, which is based on solidarity and he provided general information on branches of social security. He further explained the financial base of the system and also provided some information on the conditions to benefit from the rights that are given under the scope of each social security branch. Then Mr. Hendrik Hermans took the floor and made a presentation on the bilateral social security convention between Turkey and Belgium. He started his speech by providing the frame of general principles of bilateral agreements, he explained more on the sections of the convention and he concluded his words with the hope that the social security convention between Turkey and Belgium will be updated in the near future. In the afternoon, Mr. Kris Segaerts made a presentation on the National Institution for Sickness Insurance. He also referred to Reg. 883/2004 and Reg. 987/2009 and explained the main purpose as simplification, modernisation, clarification and ensuring administrative coordination. He further explained that as of 1st May 2012, exchange of social security information in all countries shall be done electronically and he introduced the EESSI system. In this presentation which specifically focussed on the coordination of social security systems, the emphasis was on health benefits. He also provided information on the forms that are used to be able to make use of the rights of pensioners and frontiers when outside of the country insured as well as in situations where the insured go to another EU country for medical treatment. In the next session Mr. Eric Slagmuylder introduced the National Pension Fund. Further information was provided on the aggregation of periods that people worked for in different EU countries, importability of pensions, calculation of pensions and the e-forms used for application. Day 2 The group travelled from Brussels to Ghent and visited Ghent University. There Mr. Michael Coucheir, Deputy Team Leader of MISSOC introduced MISSOC which is a Common Information System in the field of Social Protection. After explaining the historical background and the structuring process he also gave information on the comparative tables in which all data related to social security, which constitutes the most important output of the system. He explained that by using 12 tables it is possible to access to the information provided by countries by means of the answers to almost 300 questions as well as the 73

74 structures of the different countries. He mentioned that MISSOC addresses the EU Commission, migrant workers, national ministries, and researchers and explained that it includes 27 EU member states, 3 EEA countries and Switzerland. Afterwards Prof. Dr. Yves Jorens took the floor and talked about the studies of MISSOC analysis group. He gave some information about the reports and working papers they prepared and he also stated that these reports are also used by the European Commission in their annual reports. Then he also gave some information about the tress Project financed by DG Employment of the EC. He then made a presentation about the seminar programme and internet site of tress which is a body in which all countries are represented by independent experts and which basically consists of training and reporting activities related to social security in Europe, as well as its most recent outputs. In the afternoon, Mr. Philippe Vanden Broeck, the Head of Social Inspection of the Federal Social Services explained how the inspection mechanism Works in controlling the implementation of the social law. The presentation also included information about the tracking of posted workers and the relevant Posting Directive no. 96/71. Day 3 On the third day, the group was divided into two groups. The first group visited the European Commission and held meetings with the sector managers to Exchange information and they also reminded them of the fact that the screening report concerning the Second Chapter on the Free Movement of Workers has not been sent to Turkey yet. The meeting was concluded with good wishes. The second group visited the European Parliament. A presentation was made on the tasks and functioning of the Parliament, institutions of the EU and the relationship between these institutions and the legislative procedure of the EU. Afterwards the group was invited to the hall where the meetings of the general board are held and some information was provided on the procedures related to these meetings. In the afternoon, a presentation on Coordination of Social Security was made by Maja Grymzkowska and Jan Behrens in DG Employment Social Affairs and Equail Opportunities of the European Commission. Detailed information on the historical background of coordination, general principles and rules, European Health Insurance Card and electronic Exchange of information in the field of social security was provided within the frame of the presentation. 4.Day The Group travelled from Brussels to Paris, where the French Ministry of Social Affairs was visited. A presentation about coordination of social security systems in European Union was made in General Directorate of Social Security and information was given on social protection of migrant workers. In this context development process of the regulations and fundamental principles of coordination were focused on and examples of case law were provided. Especially the Pina Case to which France is a party was emphasized. Then information on the administrative structure of the Ministry of Social Affairs was presented. In the afternoon, CLEISS (Centre of European and International Liaisons) institution was visited. Tasks and responsibilities of the institution and its importance in terms of the cooperation between France and international institutions were explained. Moreover, in additions to the legislative information about the health payments made by France, statistical 74

75 information was also given. Finally, comparative tables of social security between France and Turkey were examined. It was also concluded that the Bilateral Agreement between France and Turkey in the area of social security is in need of updating and hopefully the process shall commence soon. 5.Day French National Health Insurance Fund was visited. After an introduction presentation was made on French Health Insurance, local applications implied in parallel with the new regulation related to coordination were explained. In this context, electronic databases used by the technicians on local level were introduced. In the afternoon, National Pension Insurance Fund was visited. During this presentation information was provided about legal and statistical data on French pensions system, administrative structure of the fund, population it comprises and national facts such as social expenditures, European Union implementations, Lisbon Strategy, open method of coordination, stability pact and regulation on coordination of social security. 4- RESULT AND OPINION Evaluation of the Meetings from the Viewpoint of Our Country and Institution: During the study visit representatives of our institution gained information on social security systems and applications, legal arrangements in European Union in the field of social policy and they also had the chance to make observations about the culture and organization of these institutions by paying visits to them. By taking the bilateral agreement between Turkey and visited countries into account, comprehensive information was obtained about coordination of social security systems in parallel with acquis communautaire. As our country is in the accession process it is really important that it follows decisions, directives, regulations and arrangements of EU judicial bodies in the field of social security applications. In addition to the social acquis matters it was also noticed that the administrations of social security in both Belgium and France is quite fragmented and in fact in the case of Belgium in recent years moves were made to break up the existing system into more functioning institutions where performance can be a main aim. The Turkish system on the other hand has the merits of a more integrated approach and one that if supported and developed shall be a more productive and less complicated system for the future. Moreover, it is important that our institution follows the reforms in the field of social security, social assistance and social protection performed in other countries by means of study visits like this. It is also crucial that more detailed information is provided and more detailed works are carried out in the field of bankruptcy payments, family benefits and long-term care benefits. Finally to note that in addition to this summary report, presentation packs were provided by each institution visited which included more elaborate details on the social security systems in each of Belgium and France; copies of PowerPoint presentations were either provided as handouts or sent electronically the week after the visit; and a CD and booklets provided by European Commission on Modernised EU Social Security coordination. 75

76 Serdar SAYER Assistant Social Security Expert Demet ÖZKAN Assistant Social Security Expert Veli AĞÖREN Social Security Expert Birsen BENLİ Social Security Expert Kadir GÜRSOY Social Security Expert Başar HALICI Head of Insurance Registration and Service Dpt. Bekir HANÇER Head of Disputed Premium Affairs and Execution Namık KAYA Dept for Contract and Payment of Health Care Services Serdar TÜRKERİ Head of Internal Control Unit Ahmet AÇIKGÖZ DG for Strategy Development Fatih ACAR Deputy President 76

77 DETAILED PROGRAM: Day 1 : Sunday 6 June Sun 6 th June Travel Day Date and Activity Time Depart Ankara Airport (Anadolu Jet) flight TK :05 Arrival Brussels Airport 12:20-13:00 Minibus to Hotel (address : see below) 13:00-13:30 Check-in at the Hotel Lunch Venue : (to be confirmed) Introduction to Study Visit Program Walk through Brussels city centre (optional) Dinner Free evening Address Hotel Brussels Contact Person BBI Brussels Hotel Cascade Louise - Rue Berckmans, Brussels Tel : Fax: Marie Dubost Tel : Fax: [email protected] Harald Hauben Mobile :

78 Day 2 : Monday 7 June Mon 7 th June Belgium Day - Social Security System Date and Activity Time Breakfast Transport to Belgium Public Services of Social Security (by minibus) Service public fédéral Sécurité sociale Centre administratif du Botanique Finance Tower Bd du Botanique, Bruxelles Meeting room : T02/ Welcome Mr. Tom Auwers, Director-General Introduction to Belgium Social Security System Ms. Severine Van Mieghem (FOD) Coffee break Main principles of the international agreements on social security Mr. Hendrik Hermans (FOD) ppt received Lunch Venue : Brasserie Saint-Germain, Rogierplein n 1, 1210 Brussels Coordination of Social Security with other Member states and Switzerland Mr. Kris Segaerts (INAMI) National Institute for sickness insurance Coffee break Coordination of Social Security with other Member states and Switzerland Mr Eric Slagmuylder National Office for Pensions ppt received Departure for Hotel by taxis Departure from hotel for dinner by minibus Dinner Venue : La Fantaisie, fusion of French and Turkish cuisine (Avenue Louis Bertrand Brussels) 78

79 Day 3 : Tuesday 8 June Tue 8 th June Gent University Social Security in Europe Date and Activity Time Breakfast Meeting in front of the Hotel Journey Brussels Gent (by Bus) arrival at the University: Congress Centrum of the University: Het Pand - Room Prior (first floor) Onderbergen Gent Presentation of the MISSOC Project Michael Coucheir, Deputy Team Leader, MISSOC Coffee break Social Protection: Aspects of flexicurity and active inclusion Prof. dr. Yves Jorens, University of Gent and scientific mentor MISSOC Lunch Presentation of the TRESS (Training and Reporting on European Social Security) project Prof. Y. Jorens, Project Director and Mr. Michael Coucheir, Project Manager Coffee break Control on the application of social law (in particular resulting from the implementation of European obligations) Mr Philippe Vanden Broeck, director social inspection, Federal Public Service, Employment, Labour and Social Dialogue City walk Gala Dinner at restaurant De Blauwe Zalm 21:30 Depart from Gent to Brussels by Minibus 79

80 Day 4 : Wednesday 9 June Wed 9 th June Date and Time Activity European :45 Breakfast Day 09:00-09:45 Transfer to European Parliament by Minibus 09:55 Tour of EP Group visit to the European Parliament with a tailored introduction to the European Parliament. Address: Rue Wiertz, 1000 Brussels 09:00-10:00 Alternative planning for Mr Fatih ACAR, Mr Ahmet AÇIKGÖZ, Mr. Celal Polat and Ms Birsen Benli Leave by taxi from the Hotel at 08:30 EC Participants: Michael Morass (Head of Unit, External Affairs) Jan Behrens, D 4 (Turkey Desk officer) Walter Wolf, E 2 (Social protection, social inclusion) Anette Björnsson, D 1 (Labour Market, unregistered employment) Numan Özcan, EUD Ankara (social policy and employment) Rue Joseph II, 27. Room 3/ Lunch (Place TBD) Visit to DG Employment by Minibus Presentation by the Commission Meeting on the "Coordination of Social Security" EC Participants: Maja Grzymkowska Jan Behrens, D 4 Numan Özcan, EUD Ankara Address: Rue Spa 3 (EMPL RES ROOM SPA3-2- SDR-A) Depart to the Hotel by minibus Dinner Mille et Une nuits (Moroccan restaurant) 500mt from the hotel 80

81 Day 5 : Thursday 10 June Thursday 10 th June: French Day 1 Date and Time Activity Meeting in front of the Hotel Transfer to South Station (Bruxelles midi Train station) by minibus Travel to Paris by Thalys (Train) Arrival in Paris (Gare du Nord) met by Minibus Meeting at Ministry of Social Affairs -Social Security Directorate Presentation of the principles of social coverage of migrant workers in France Address : Ministry of Health and Sports Social Security Directorate 14, Avenue Duquesne Paris Contact : Melle Geneviève NGUYEN Tél : Transfer to the hotel 12:45-14:30 Lunch and Check-in at the hotel 14:40-15:00 Transport to the CLEISS 15: CLEISS (Centre of European and International Liaisons for Social Security) Presentation of the Liaison center Address : 11, rue de la Tour des Dames Paris Contact : Mme Nicole DELETANG Tél : Depart for Hotel by Minibus Dinner at ELISE Restaurant (Turkish Food) 5 min by foot Venue : 40, Boulevard de Bonne Nouvelle PARIS Address Hotel Paris Contact Person BBI Paris Hôtel BERGERE Opéra - 34 Rue Bergère Paris Tel : +33(0) Fax: +33(0) Nathalie MARTINEZ Tel : +33 (0) Fax: +33 (0)

82 Day 6 : Friday 11 June Friday 11 th Date and Activity June: French Time Day Breakfast Depart for Social Security Fund by minibus (CNAV -Pension Fund) Meetings at the CNAMTS The application of community regulations related to the social coverage of migrant workers in the health branch of the main system. Address : Caisse Nationale d'assurance Maladie des Travailleurs Salariés (CNAMTS) - 50 avenue du Professeur André Lemierre Paris Contact : Dr Maryse Medina Tél : Lunch at GO BETWEEN Restaurant (Halal French Food) Address : 108 rue Amelot Paris CNAV -Pension Fund Meetings at the CNAV The application of community regulations related to the social coverage of migrant workers in the old age branch of the main system. Address : Caisse Nationale d'assurance Vieillesse des Travailleurs Salariés (CNAV) , avenue de Flandre Paris Contact : Mlle Elise Ganem - Tél.: +33 (0) :45 Return to Hotel Depart for Dinner by minibus Gala Dinner at the LIZA Restaurant (Lebanese Food) Address : 14 rue de la Banque PARIS Return to Hotel by minibus 82

83 Day 7 : Saturday 12 June Saturday 12 th June: Travel Day Date and Activity Time Breakfast Free morning in Paris Check out of the hotel Lunch at L OSTERIA DAL GOBO Restaurant (Italian Food) 5 min by foot Mr ACAR and Mr ACIKGOZ: 26 rue Bergère PARIS Depart from Hotel for airport Charles de Gaulle by Minibus Depart from Paris to Istanbul with flight TK 1828 Q Terminal THY Flight TK 2168 Y : Istanbul Ankara Saturday 12 th June: Travel Day Date and Activity Time Breakfast Depart from Hotel for airport Charles de Gaulle by taxi Depart from Paris to Istanbul with flight TK 1824 Terminal THY Flight TK 2154 : Istanbul Ankara 83

84 This project is co-financed by the European Union and the Republic of Turkey Annex D: Lists of Training Participants PROJECT CYCLE MANAGEMENT MODULE 1 Name-Surname Title Organisation 1 Gökhan ERGİN Chief Inspector SSI-Guidance and Inspection 2 Ahmet Serdar YAĞMUR Assistant Expert SSI-Strategy Development Presidency 3 Ahmet Hilmi SEZER Assistant Expert SSI-Strategy Development Presidency 4 Barış GENCAL Assistant Expert SSI-Strategy Development Presidency 5 Demet ÖZKAN Assistant Expert SSI-Strategy Development Presidency 6 Medine KIZILTAŞ Assistant Expert SSI-Strategy Development Presidency 7 Serdar SAYER Assistant Expert SSI-Strategy Development Presidency 8 Saffet Aras UYGUR Assistant Expert SSI-Strategy Development Presidency 9 Ergün DENİZ Assistant Expert SSI-Strategy Development Presidency 10 Yasemin SARIASLAN Expert SSI-Strategy Development Presidency 11 Banu YÖRÜK Assistant Expert SSI-Strategy Development Presidency 12 Mehmet Cihan Erumut Assistant Expert SSI-Strategy Development Presidency 13 Musa TOP Assistant Expert SSI-Social Insurance 14 Sevginaz BALI Assistant Expert SSI-Social Insurance 15 Melek İPEK 16 Celal KATRANCI Division Manager Division Manager SSI-Non-Contributory Payments SSI-Non-Contributory Payments 17 Ömer ERÇİN Assistant Expert SSI-Universal Health Insurance 18 Mesut YALÇIN Assistant Expert SSI-Service Provision 19 Murat YARAT Assistant Expert SSI-Actuaries and Fund Managements

85 20 Celal POLAT Co-Trainer MoLSS 21 Can KARACAN Assistant Expert MoLSS - EU Coordination Presidency 22 Göksel KUŞLU Assistant Expert MoLSS - EU Coordination Presidency 23 Abdullah LİVATYALI Assistant Expert MoLSS - Labour Presidency 24 Deniz ERSÖZ Assistant Expert MoLSS - Labour Presidency 25 Hakkı ŞEKERBAY Assistant Expert MoLSS - Labour Presidency 26 Meryem Elif TEKİN Assistant Expert MoLSS - Labour Presidency 27 Nuh AYDIN Assistant Expert MoLSS - Labour Presidency PROJECT CYCLE MANAGEMENT MODULE 2 Name-Surname Title Organisation 1 Gökhan ERGİN Chief Inspector SSI-Guidance and Inspection 2 Ahmet Serdar YAĞMUR Assistant Expert SSI-Strategy Development Presidency 3 Ahmet Hilmi SEZER Assistant Expert SSI-Strategy Development Presidency 4 Barış GENCAL Assistant Expert SSI-Strategy Development Presidency 5 Demet ÖZKAN Assistant Expert SSI-Strategy Development Presidency 6 Medine KIZILTAŞ Assistant Expert SSI-Strategy Development Presidency 7 Serdar SAYER Assistant Expert SSI-Strategy Development Presidency 8 Saffet Aras UYGUR Assistant Expert SSI-Strategy Development Presidency 9 Ergün DENİZ Assistant Expert SSI-Strategy Development Presidency 10 Banu YÖRÜK Assistant Expert SSI-Strategy Development Presidency 11 Mehmet Cihan Erumut Assistant Expert SSI-Strategy Development Presidency 12 Musa TOP Assistant Expert SSI-Social Insurance 13 Sevginaz BALI Assistant Expert SSI-Social Insurance 14 Melek İPEK 15 Celal KATRANCI Division Manager Division Manager SSI-Non-Contributory Payments SSI-Non-Contributory Payments 85

86 16 Ömer ERÇİN Assistant Expert SSI-Universal Health Insurance 17 Mesut YALÇIN Assistant Expert SSI-Service Provision 18 Murat YARAT Assistant Expert SSI-Actuaries and Fund Managements 19 Abdullah LİVATYALI Assistant Expert MoLSS - Labour Presidency 20 Deniz ERSÖZ Assistant Expert MoLSS - Labour Presidency 21 Nuh AYDIN Assistant Expert MoLSS - Labour Presidency 22 Esra DÜZENLİ Assistant Expert MoLSS - Labour Presidency 86

87 STRATEGIC and OPERATIONAL GROUP MODULE 1 Name-Surname Title Organisation 1 Birsen BENLI Expert SSI-Strategy Development Presidency 2 Demet ÖZKAN Assistant Expert SSI-Strategy Development Presidency 3 Serdar SAYER Assistant Expert SSI-Strategy Development Presidency 4 Ahmet Hilmi SEZER Assistant Expert SSI-Strategy Development Presidency 5 Saffet Aras UYGUR Assistant Expert SSI-Strategy Development Presidency 6 Medine KIZILTAŞ Assistant Expert SSI-Strategy Development Presidency 7 Ahmet Serdar YAĞMUR Assistant Expert SSI-Strategy Development Presidency 8 Barış GENCAL Assistant Expert SSI-Strategy Development Presidency 9 Ergün DENİZ Assistant Expert SSI-Strategy Development Presidency 10 Zeynep GÜNDER Assistant Expert SSI-Internal Audit Department 11 Merve OKAN Assistant Expert SSI-Strategy Development Presidency 12 Eyüp Emre ASLAN Assistant Expert SSI-Social Insurance 13 Yunus DUMAN Assistant Expert SSI-Social Insurance 14 Oğuzhan ŞAN Assistant Expert SSI-Social Insurance 15 Seda ARI Expert SSI-Social Insurance 16 Musa TOP Assistant Expert SSI-Social Insurance 17 Enver GÜLERYÜZ Assistant Expert SSI-Social Insurance 18 İsmail GÜLER Assistant Expert SSI-Universal Health Insurance 19 Alp Acar KIZILKUŞ Expert SSI-Non-Contributory Payments 20 Ayça ALTINDAL Assistant Expert 21 Esra DÜZENLİ Assistant Expert MoLSS SSI-Actuaries and Fund Managements 87

88 22 Nurettin ÇAKIROĞLU Assistant Expert MoLSS 23 Murat KARAŞAHİN Assistant Expert MoLSS 24 Atilla Ethem ZEYBEK Assistant Expert MoLSS 25 Şaban KARAKUŞ Division Manager İş-Kur 26 Erhan FINDIK Expert İş-Kur 27 Sümer İNCEDAL Assistant Expert SYDGM 28 Celal POLAT Co-Trainer MoLSS STRATEGIC and OPERATIONAL GROUP MODULE 2 Name-Surname Title Organisation 1 Birsen BENLI Expert SSI-Strategy Development Presidency 2 Demet ÖZKAN Assistant Expert SSI-Strategy Development Presidency 3 Serdar SAYER Assistant Expert SSI-Strategy Development Presidency 4 Ahmet Hilmi SEZER Assistant Expert SSI-Strategy Development Presidency 5 Saffet Aras UYGUR Assistant Expert SSI-Strategy Development Presidency 6 Medine KIZILTAŞ Assistant Expert SSI-Strategy Development Presidency 7 Ahmet Serdar YAĞMUR Assistant Expert SSI-Strategy Development Presidency 8 Barış GENCAL Assistant Expert SSI-Strategy Development Presidency 9 Ergün DENİZ Assistant Expert SSI-Strategy Development Presidency 10 Zeynep GÜNDER Assistant Expert SSI-Internal Audit Department 11 Merve OKAN Assistant Expert SSI-Strategy Development Presidency 12 Eyüp Emre ASLAN Assistant Expert SSI-Social Insurance 13 Yunus DUMAN Assistant Expert SSI-Social Insurance 14 Oğuzhan ŞAN Assistant Expert SSI-Social Insurance 15 Seda ARI Expert SSI-Social Insurance 16 Enver GÜLERYÜZ Assistant Expert SSI-Social Insurance 88

89 17 İsmail GÜLER Assistant Expert SSI-Universal Health Insurance 18 Alp Acar KIZILKUŞ Expert SSI-Non-Contributory Payments 19 Ayça ALTINDAL Assistant Expert 20 Esra DÜZENLİ Assistant Expert MoLSS 21 Murat KARAŞAHİN Assistant Expert MoLSS 22 Atilla Ethem ZEYBEK Assistant Expert MoLSS 23 Şaban KARAKUŞ Division Manager SSI-Actuaries and Fund Managements İş-Kur 24 Erhan FINDIK Expert İş-Kur 25 Sümer İNCEDAL Assistant Expert SYDGM 26 Celal POLAT Co-Trainer MoLSS STRATEGIC and OPERATIONAL GROUP MODULE 3 Name-Surname Title Organisation 1 Birsen BENLI Expert SSI-Strategy Development Presidency 2 Demet ÖZKAN Assistant Expert SSI-Strategy Development Presidency 3 Serdar SAYER Assistant Expert SSI-Strategy Development Presidency 4 Ahmet Hilmi SEZER Assistant Expert SSI-Strategy Development Presidency 5 Saffet Aras UYGUR Assistant Expert SSI-Strategy Development Presidency 6 Medine KIZILTAŞ Assistant Expert SSI-Strategy Development Presidency 7 Ahmet Serdar YAĞMUR Assistant Expert SSI-Strategy Development Presidency 8 Barış GENCAL Assistant Expert SSI-Strategy Development Presidency 9 Ergün DENİZ Assistant Expert SSI-Strategy Development Presidency 10 Zeynep GÜNDER Assistant Expert SSI-Internal Audit Department 11 Merve OKAN Assistant Expert SSI-Strategy Development Presidency 12 Eyüp Emre ASLAN Assistant Expert SSI-Social Insurance 13 Yunus DUMAN Assistant Expert SSI-Social Insurance 89

90 14 Oğuzhan ŞAN Assistant Expert SSI-Social Insurance 15 Seda ARI Expert SSI-Social Insurance 16 Enver GÜLERYÜZ Assistant Expert SSI-Social Insurance 17 İsmail GÜLER Assistant Expert SSI-Universal Health Insurance 18 Alp Acar KIZILKUŞ Expert SSI-Non-Contributory Payments 19 Ayça ALTINDAL Assistant Expert SSI-Actuaries and Fund Managements 20 Murat KARAŞAHİN Assistant Expert MoLSS 21 Atilla Ethem ZEYBEK Assistant Expert MoLSS 22 Şaban KARAKUŞ Division Manager İş-Kur 23 Erhan FINDIK Expert İş-Kur 90

91 GENERALIST GROUP 1 Name-Surname Title Organisation 1 Sabri Bertan İNANÖZ Assistant Expert SSI-Social Insurance 2 Nevin ÖZGÜL Assistant Expert SSI-Social Insurance 3 Metin ALTUNDAĞ Assistant Expert SSI-Social Insurance 4 Cafer VAROL Assistant Expert SSI-Social Insurance 5 Emin ÖZTÜRK Chief SSI-Social Insurance 6 Mustafa KİBAR Data Prep. Operator SSI-Social Insurance 7 İbrahim ÇOLAKER Division Chief SSI-Social Insurance 8 Emrullah KEÇECİ Assistant Expert SSI-Universal Health Insurance 9 Sevgi AYTEKİN (Bedir) Assistant Expert SSI-Universal Health Insurance 10 M.Fatih OFLAZOĞLU Assistant Expert SSI-Universal Health Insurance 11 Mustafa SERT Programmer SSI-Non-Contributory Payments 12 Musa GÜZEL Data Prep. Operator 13 H.Emre ÇÖKELEK Assistant Expert 14 Ahmet Murat YÜKSEL Assistant Expert SSI-Non-Contributory Payments SSI-Strategy Development Presidency SSI-Strategy Development Presidency 15 Ayhan KURT Inspector SSI-Guidance and Inspection 16 Veli AĞAÖREN Expert SSI-Actuaries and Fund Managements 17 Özlem HANGÜN Assistant Expert MoLSS - EU Coordination 18 Seven ERDOĞAN Assistant Expert MoLSS - EU Coordination 19 Ş.Zafer DOKUZER Assistant Expert MoLSS - EU Coordination 20 Göksel KUŞLU Assistant Expert MoLSS - EU Coordination 21 Yasemin BUYRUK Civil Servant MoLSS - Labour 91

92 22 Atilla Ethem ZEYBEK Assistant Expert 23 Ekmel Onur AYDIN Data Prep. Operator MoLSS- Foreign Relations & Services for Workers Abroad İŞKUR-Unemployement Insurance 24 Göktan GÖRMEZÖZ Expert İŞKUR-Unemployement Insurance 25 Kenan KARAKÜLAH Assistant Expert Undersecret. of Treasury-Insurance GENERALIST GROUP 2 Name-Surname Title Organisation 1 Mustafa DEMİRBÜKEN Assistant Expert SSI-Social Insurance 2 Ömer MİRAHMETOĞLU Assistant Expert SSI-Social Insurance 3 Can KARACAN Assistant Expert MoLSS - EU Coordination 4 Nevin BAY ÖZGÜL Assistant Expert SSI-Social Insurance 5 Ahmet Haşim ÜÇÜNCÜ Chief Inspector SSI-Guidance and Inspection 6 Ali Osman ÖZDEN Chief SSI-Non-Contributory Payments 7 Tuba YAVUZER Chief SSI-Social Insurance 8 Gülnaz ŞAHİN KESKİN Assistant Expert SSI-Universal Health Insurance 9 Aygen BAYAZIT Assistant Expert SSI-Social Insurance 10 Hacı NEBİ Data Prep. Operator İŞKUR 11 Mustafa ULUTAŞ Assistant Expert SSI-Social Insurance 12 Gülen Seda İMAMOĞLU 13 Özlem ÖZTÜRK Assistant Expert Data Prep. Operator 14 Sevil AYDIN Assistant Expert SSI-Social Insurance İŞKUR SSI-Actuaries and Fund Managements 15 Çağlar MIZRAK Assistant Expert SSI-Social Insurance 16 Mustafa ACAR Department Chief SSI-Non-Contributory Payments 17 M. Akif CANGİR Assistant Expert SSI-Universal Health Insurance 18 Mehmet AKTAŞ Chief Inspector SSI-Guidance and Inspection 19 Fatma GÜRSOY Assistant Expert Undersecret. of Treasury 92

93 20 Aslı ÖZBEK Chief SSI-Social Insurance 21 Hikmet KÖSETÜRK Expert SSI-Non-Contributory Payments 22 S. Bertan İNANÖZ Assistant Expert SSI-Social Insurance 23 Melike ALBAYRAK Assistant Expert SSI-Actuaries and Fund Managements 24 Yasin BALABAN Assistant Expert SSI-Social Insurance 25 Oğuzhan ŞAN Assistant Expert SSI-Social Insurance 26 Burcu SAĞLAM Assistant Expert MoLSS - EU Coordination GENERALIST GROUP 3 Name-Surname Title Organisation 1 İsmail Yılmaz 2 Bekir Demir 3 Zeki Ataman 4 Elif Selin Ekmen 5 Fulya Özsunar 6 Ayşe Aydın 7 Zeki Turgut Gezgez 8 Fatma Canan Özbek 9 Muharrem Cevher 10 Gamze Kıral 11 Akın İsa Öztürk 12 Mustafa Yargı Department Chief Department Chief Department Chief Assistant Expert Assistant Expert Assistant Expert Assistant Expert Assistant Expert Assistant Expert Assistant Expert Assistant Expert Assistant Expert SSI-Non-Contributory Payments SSI-Non-Contributory Payments SSI-Non-Contributory Payments Undersecret. of Treasury SSI-Actuaries and Fund Managements SSI-Actuaries and Fund Managements SSI-Universal Health Insurance SSI-Universal Health Insurance SSI-Social Insurance SSI-Social Insurance SSI-Social Insurance SSI-Social Insurance 13 Yasemin Sarıkaya Chief SSI-Social Insurance 14 Seda Karaca Assistant Expert SSI-Social Insurance 15 Ender Başbozkurt Chief SSI-Social Insurance 16 Pervin Ezeroğlu Assistant Expert SSI-Social Insurance 93

94 17 M. Koray Kayaoğlu 18 F. Özge Varoğlu 19 Nilüfer Atmaca Assistant Expert Assistant Expert Assistant Expert Service Povision SSI-Universal Health Insurance SSI-Social Insurance 20 Murat Çakır Chief Inspector SSI-Guidance and Inspection 21 İbrahim Turasan Inspector SSI-Guidance and Inspection 22 Ayşe Seven Department Chief İŞKUR 23 Adem Pusaoğlu Chief İŞKUR 24 Alev Şahin Assistant Expert SSI-Social Insurance 94

95 MANAGEMENT WORKSHOP Name-Surname Title Organisation 1 Dr. M. Emin ZARARSIZ President of SSI SSI 2 Fatih ACAR Deputy President SSI 3 İlyas ÇELİKOĞLU Deputy President SSI 4 Hasan ÇAĞIL Directorate General Universal Health Insurance 5 Namık KAYA D. Head of Department Contracting and Payment of Health Care Services 6 Mehmet ÖZDEMİR D. Head of Department Monitoring Evaluation and Control 7 İbrahim ULAŞ Directorate General Social Insurance 8 Cevdet CEYLAN D. Head of Department Pension Transaction of Insured People 9 İsmail ERTÜZÜN D. Head of Department Pension Transaction of Civil Servants 10 Başar HALICI D. Head of Department Registration and Service Transaction of Insured 11 Osman YÜCE Head of Department Short Term Insurance 12 Bekir HANÇER D. Head of Department Disputed Premium Payments and Enforcement 13 Recep LEVENT D. Head of Department Monitoring Evaluation and Control 14 Mehmet Recep BİLGİN D. Head of Department Admin. Procedures and Financial Management 15 Halit Namık DEMİR Head of Department Social Welfare 16 Mehmet ÇAKMAK Head of Department Payments 17 Sami KIRAÇLI Head of Department Technology and Business Development 18 Ertunç TOPÇU D. Head of Department Software Development and System 19 Adem ONAR Head of Department Hardware and Infrastructure 20 Aydın KURNAZ D. Head of Department Organisational Services 21 Zahide SÖĞÜT D. Head of Department Admin. Procedures and Financial Management 22 Ahmet AÇIKGÖZ Head of Strategy Dev. (Senior Programme Officer) Pres. Strategy Development 23 İdris DOĞAN Head of Department Strategic Administration 95

96 and Planning 24 Serdar TÜRKERİ Head of Department Internal Audit D. Head of Department EU and Foreign Relations 25 Mustafa APAYDIN Head of Guid. and Ins. Pres. Guidance and Inspection 26 Musa ALTINTAŞ Head of Internal Audit Pres. Internal Audit Head of Department Actuaries and Fund Managements 27 Salim KAHRAMANOĞLU Head of Department Human Resources 28 Serhat ERKAN D. Head of Department Supporting Services 29 Tayfun ÖZBEK Head of Department Construction and Real Estate 30 Mahmut ÖZBAY 1. Legal Advisor 1. Legal Advisor 31 Varol DUR Expert SSI-EU and Foreign Relations 32 Birsen BENLİ Expert SSI-EU and Foreign Relations 33 Ahmet Hilmi SEZER Assistant Expert SSI-EU and Foreign Relations 34 Medine KIZILTAŞ Assistant Expert SSI-EU and Foreign Relations 35 Demet ÖZKAN Assistant Expert SSI-EU and Foreign Relations 36 Saffet Aras UYGUR Assistant Expert SSI-EU and Foreign Relations 37 Barış GENCAL Assistant Expert SSI-EU and Foreign Relations 38 Ergün DENİZ Assistant Expert SSI-EU and Foreign Relations 39 Ahmet Serdar YAĞMUR Assistant Expert SSI-EU and Foreign Relations 40 Seven ERDOĞAN Assistant Expert MoLSS 41 Esat AKTAŞOĞLU Expert MoLSS 42 Gerard FITZPATRICK Team Leader PIU 43 Harald HAUBEN Key Expert PIU 44 Jan SPOOREN STE PIU 45 Arzu Burcu TUNER DEDEOĞLU Translator/Interpreter PIU 46 Damla ERGÜVEN Translator/Interpreter PIU 47 Nurca TUZCUOĞLU Project Assistant PIU 96

97 AWARENESS RAISING CONFERENCE 1 Name - Surname Title Organisation 1 Adrian BUTLER 2 Ahmet AÇIKGÖZ Head of Strategy Dev. Pres. Strategy Development 3 Ahmet GÜNENÇ Lawyer MEMUR-SEN 4 Ahmet Hilmi SEZER Assistant Expert SSI 5 Ahmet Nezih GÜNDEN EGT Expert SEKA Ahmet Serdar 6 YAĞMUR Assistant Expert SSI 7 Ali Utku CENGİZ Expert SSI 8 Arzu GÖKERKEK Expert Pres. of Adm. for Handicapped 9 Aysel ÇEVİK Department Chief SSI 10 Azmi EKMEN EU Expert MoH 11 Bahar ÖZDEMİR 12 Barış GENCAL Assistant Expert SSI 13 Bayram Serdar PİRİ 14 Bekir YILDIRIM Chief SSI 15 Birsen BENLİ Expert SSI 16 Cazibe YAPICI Local Prog. Officer Council of Europe 17 Celal POLAT Chief Inspector MoLSS 18 Çiğdem H. AYŞEN 19 Demet ÖZKAN Assistant Expert SSI 20 Dilara Yaya 21 Durdu BENLİ 22 Durmuş ŞİMŞEK 23 Ebru KÖYLÜ Chief SSI 24 Ekmel Onur AYDIN Data Prep. Operator İŞKUR 25 Ekrem GÜLCEM 26 Emin TÜRKER 27 Ender BAŞBOZKURT 28 Ergün DENİZ 29 Erkan FINDIK 30 Ersoy ÇELİK 31 Esra BELEN Expert TİSK 32 Eyüp Emre ARSLAN Assistant Expert SSI F. Mehmet 33 OFLAZOĞLU 34 F. Özge VAROĞLU 35 Funda EMER 97

98 36 Gonca Gül KONAK Data Prep. Operator SSI 37 Göktan GÖRMEZÖZ 38 Hakan BODUR Manager SSI 39 Halide YASİNOĞLU DG of Software Develop. SSI 40 Harun AŞA Contract Manager CFCU 41 Hasan Hüseyin ARAS Department Manager SSI 42 Hazar TANRISEVER EU Expert Secr. General for EU Affairs 43 Iraz Öykü SOYALP Project Assistant ILO 44 İlkay ALTINPINAR Legal Advisor SSI 45 İmdat KARAKOÇ 46 İsmail GÜLER 47 İsmail POLAT 48 İsmail YILMAZ Department Manager SSI 49 M. Akif ERDEM 50 M. Akif YAZILITAŞ Data Prep. Operator SSI 51 Mahmut KARDAŞ 52 Medine KIZILTAŞ Assistant Expert SSI 53 Mefaret ARIK 54 Mehmet KARAKOYUN Department Manager SSI 55 Meryem Döndü SİMAK 56 M. Murat ÇİFTÇİ Assistant Expert Prof. Competency Board 57 Murat ÇAKIR 58 Murat KARAŞAHİN EU Assistant Expert MoLSS 59 Mustafa ULUTAŞ Assistant Expert SSI 60 Mutlu GÜRLER Chief SSI 61 Nadide YİĞİTELİ 62 Numan ÖZCAN Sector Manager EU Delegation 63 Nükhet DEMİRKAZIK 64 Orhan BİLGE 65 Özlem ERGİN 66 Pınar İRDEM Senior Handicapped Expert Pres. of Adm. for Handicapped 67 Saffet Aras UYGUR Assistant Expert SSI 68 Salim KIZILÖZ 69 Satılmış ÇELİK Manager SSI 70 Semanur ÇALIŞKAN 71 Serdar PİRİ Carrer Employee Candidate MoFA 72 Serdar TÜRKERİ Head of Department Internal Audit 73 Sevgi AKTEKİN 74 Sibel NALBANTOĞLU 75 Süheyla SAVCI Statician SSI 76 Süleyman KILIÇ 77 Şaban KARAKUŞ Department Manager İŞKUR 78 Şükrü Zafer DOKUZER 79 Tolga BAL Assistant Expert SSI 98

99 80 Tolga DUYGUN Senior Handicapped Expert Pres. of Adm. for Handicapped 81 Tuba MUSTU 82 Tuncay METİN Chief SSI 83 Veli AĞÖREN 84 Varol DUR Expert SSI 85 Veysel CEYLAN Department Manager SSI 86 Yakup Hakan COŞKUN Assistant Expert Prof. Competency Board 87 Yunus DEMİR Manager (SSI Elmadağ) SSI 88 Zahit GÖNENCAN 89 Zeynep Burcu KIRAN 99

100 FLEXICURITY WORKSHOP Name-Surname Title Organisation 1 Ahmet GÜNENÇ Expert Memursen 2 Ahmet YALÇINKAYA Assistant Expert A.F.Y.D.B. 3 Aysun YALÇIN Assistant Expert SSI 4 Ayşe AYDIN SSI 5 Birsen BENLİ Expert SSI 6 Büşra ÇAVUŞOĞLU Assistant Expert SSI 7 Can KARACAN Assistant Expert MoLSS 8 Canan DEMİR Assistant Expert SSI 9 Cem DİNÇ Chief Inspector SSI-Guidance and Monitoring 10 Ceren Seda ERDEM Expert MoLSS 11 Dilek YÜKSEL Assistant Expert MoLSS 12 Ebru ÖZTÜM TÜMER Expert MoLSS 13 Enis BAĞDADIOĞLU Türkiş 14 Esma GÜLÇİÇEK Assistant Expert 15 Esra BELEN Tisk SSI-Actuaries and Fund Management 16 Esra GÜNAY Assistant Expert Professional Competency Board 17 Esra Sermin ATA 18 Fatih Mehmet OFLAZOĞLU Expert Assistant Expert 19 Gerard FITZPATRICK Team Leader MoLSS SSI-Universal Health Insurance 20 Gonca Nur ÇEVİK İŞKUR 100

101 21 Güliz EREN Assistant Expert SSI 22 Gülten ÖZDEN Department Chief SSI 23 Harald HAUBEN Key Expert 24 Hasan ŞİMŞEK Assistant Expert SSI 25 Hatice TUZGÖL Expert 26 Hezar TANRISEVER Expert EUSG 27 Hülya ÖZUYSAL Expert 28 İbrahim ÇOLAKER SSI SSI-Actuaries and Fund Management SSI-Actuaries and Fund Management 29 İbrahim TURASAN Inspector SSI-Guidance and Monitoring 30 İlyas SIR Assistant Expert MoLSS 31 İsmet ASLAN TİS Expert KESK 32 Jan SPOOREN STE 33 Kamer DURDUSAL Assistant Expert SSI 34 M. Kerem BOZKURT Assistant Expert SSI 35 Melek İPEK SGK 36 Meltem BABALIOĞULLU İŞKUR 37 Metin ALTUNDAĞ Assistant Expert SSI 38 Metin DEMİRCİ İŞKUR 39 Muammer YILMAZ İŞKUR 40 Murat ÇAKIR Chief Expert SSI-Guidance and Monitoring 41 Mustafa YARGI Assistant Expert SSI-Universal Health Insurance 42 Nadide YİĞİTELİ Expert 43 Ö.Ayhan AÇMAZ Expert 44 Ömer Faruk FURAT Head of Department SSI-Actuaries and Fund Management SSI-EU and Foreign Relations 45 Özer METİN Assistant Expert SSI-Social Insurance 46 Özgün MİLLİOĞULLARI Expert DİSK 47 Özlem ÖKTEM GÖÇMEZ Expert SSI-Universal Health Insurance 101

102 48 Özlem ÖZTÜRK İŞKUR 49 Salim KIZILÖZ Expert SSI-Actuaries and Fund Management 50 Savaş TUNCA Inspector Guidance and Monitoring 51 Seda BASMACI Türkiş 52 Selahattin AVCI Chief Inspector Guidance and Monitoring 53 Seven ERDOĞAN Assistant Expert MoLSS 54 Sevil AYDIN Assistant Expert SSI 55 Sinan AYHAN Expert EUSG 56 Süleyman UZUN Assistant Expert SSI 57 Tuba MUŞTU Expert SSI-Actuaries and Fund Management 58 Tuna GENÇ Expert SSI-Actuaries and Fund Management 59 Tülay TOPALOĞLU Statician SSI-Actuaries and Fund Management 60 Veli AĞÖREN Expert SSI-Actuaries and Fund Management 61 Yasemin GÜMÜŞTEPE Assistant Expert SSI-Actuaries and Fund Management 62 Yusuf DEMİRCİ Assistant Expert SSI 63 Yves JORENS STE 64 Zahit GÖNENCAN HAK-İŞ 65 Zeliha AKTAR Statistician SSI-Actuaries and Fund Management 66 Zeynep Burcu KIRAN Expert SSI-Actuaries and Fund Management 102

103 STUDY VISIT Name-Surname Title Organisation 1 Fatih ACAR Deputy President SSI 2 Ahmet AÇIKGÖZ DG for Strategy Development SSI 3 Serdar TÜRKERİ Head of Internal Control Unit SSI 4 Bekir HANÇER Head of Disputed Premium Affairs and Execution SSI 5 Başar HALICI Head of Insurance Registration and Service Dpt. SSI 6 Namık KAYA UHI- Dept for Contract and Payment of Health Care Services SSI 7 Birsen BENLİ Social Security Expert SSI 8 Serdar SAYER Assistant Social Security Expert SSI 9 Demet ÖZKAN Assistant Social Security Expert SSI 10 Veli AĞÖREN Social Security Expert SSI 11 Kadir Gürsoy Social Security Expert SSI 12 Celal POLAT Chef Inspector SSI 13 Gerard Fitzpatrick Team Leader PIU 14 Harald Hauben Key Expert PIU 15 Arzu DEDEOĞLU Interpreter PIU 103