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Alternative targeting methods for social assistance programs: Evidence from Tunisia 社会援助计划的其他目标定位方法:突尼斯的证据
Pub Date : 2024-02-27 DOI: 10.1111/spol.13016
Khaled Nasri, Mohamed Amara, Imane Helmi
Social assistance programmes are crucial in alleviating poverty, reducing inequality, and addressing social exclusion. The efficacy of these programmes hinges on the precision and efficiency of their targeting methods. Governments, especially in developing countries, can enhance the impact of social assistance programmes and ensure equitable resource distribution by accurately identifying the right individuals or households. This paper proposes two approaches to targeting beneficiaries of social benefits in Tunisia, including cash transfers and healthcare programmes. The first approach, a Mixed Means Test, extends the Proxy Means Test model by integrating individual/household assessments with explicit geographical targeting methods. The second is a multidimensional targeting strategy that explicitly considers the various deprivations faced by the households. Utilising data from the 2015 National Survey on Household Budget, Consumption, and Standard of Living, our results indicate that the targeting performance of the Mixed Means Test surpasses existing programmes both nationally and regionally, notably minimising inclusion and exclusion errors in the poorest regions of Tunisia. However, the multidimensional targeting approach identifies a higher number of potential beneficiaries compared to the current selection process in Tunisia. Including these households in social programmes may be hindered by limited monetary resources and the country's financial constraints. To address this, the multidimensional targeting approach enables the categorisation of potential beneficiaries into three mutually exclusive and collectively exhaustive groups based on their degree of deprivation.
社会援助计划对于减轻贫困、减少不平等和解决社会排斥问题至关重要。这些计划的成效取决于其目标定位方法的准确性和效率。各国政府,尤其是发展中国家的政府,可以通过准确识别合适的个人或家庭来提高社会援助计划的影响力,并确保资源的公平分配。本文提出了突尼斯社会福利受益人定位的两种方法,包括现金转移和医疗保健计划。第一种方法是混合平均值测试,通过将个人/家庭评估与明确的地理定位方法相结合,扩展了代理平均值测试模型。第二种是多维目标定位策略,明确考虑家庭面临的各种贫困状况。利用 2015 年全国家庭预算、消费和生活水平调查的数据,我们的结果表明,混合平均值测试的目标定位性能在全国和地区范围内都超过了现有方案,尤其是在突尼斯最贫困地区,将纳入和排除误差降至最低。然而,与突尼斯目前的选择过程相比,多维目标定位方法识别出了更多的潜在受益者。将这些家庭纳入社会计划可能会受到有限的货币资源和国家财政限制的阻碍。为解决这一问题,多维目标定位方法可根据潜在受益人的贫困程度,将其分为三个相互排斥且共同穷尽的群体。
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引用次数: 0
The politics of social policies in Portugal: Different responses in times of crises 葡萄牙的社会政策政治:危机时期的不同对策
Pub Date : 2024-02-13 DOI: 10.1111/spol.13008
Jorge Caleiras, Renato Miguel Carmo
Portugal has been confronted with a succession of crises in recent years. This article explores the differences in the way that, in Portugal, the welfare regime tackled the Great Recession context (financial, euro, sovereign debt, structural adjustment crises) and COVID‐19 crisis through very different policy responses. The fact that the governments in office acted differently when faced with realities that were close in time but very distinct, generates a paired comparative scenario, without forgetting the interim period. Supported by a plural methodological approach that gathers information from various sources, the outcomes reveal important aspects about the policy direction of changes and in terms of socio‐economic indicators. First, policy responses have followed three dynamics in tension: Retrenchment, Mitigation, and Expansion. Second, the policies make a difference, producing distinct outcomes in terms of socioeconomic indicators (unemployment, inequality, poverty). Third, the responses to crises induced more “radical” measures (towards Retrenchment or Expansion), which are not consistent with interim situations. Finally, while the austeritarian response was part of the government in office's program, this was not the case during the pandemic, when the response was involuntary and unprogrammed. This means that, in being a provisional and dated response, there is a high risk that in the near future there will be a resumption of Mitigation or even Retrenchment policies.
近年来,葡萄牙遭遇了一系列危机。本文探讨了葡萄牙福利制度在应对大衰退背景(金融、欧元、主权债务、结构调整危机)和 COVID-19 危机时采取的截然不同的政策措施。面对时间上接近但又截然不同的现实,执政政府采取了不同的行动,这就产生了一个成对的比较方案,同时不忘过渡时期。在从各种渠道收集信息的多元方法支持下,研究结果揭示了政策变化方向和社会经济指标的重要方面。首先,政策应对措施呈现出三种紧张态势:紧缩、缓解和扩张。其次,这些政策产生了影响,在社会经济指标(失业、不平等、贫困)方面产生了不同的结果。第三,应对危机的措施更加 "激进"(走向紧缩或扩张),这与临时情况并不一致。最后,虽然紧缩对策是在任政府计划的一部分,但在大流行病期间并非如此,当时的对策是非自愿和无计划的。这就意味着,作为一种临时的、过时的应对措施,在不久的将来很有可能会恢复缓解甚至紧缩政策。
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引用次数: 0
The politics of social policies in Portugal: Different responses in times of crises 葡萄牙的社会政策政治:危机时期的不同对策
Pub Date : 2024-02-13 DOI: 10.1111/spol.13008
Jorge Caleiras, Renato Miguel Carmo
Portugal has been confronted with a succession of crises in recent years. This article explores the differences in the way that, in Portugal, the welfare regime tackled the Great Recession context (financial, euro, sovereign debt, structural adjustment crises) and COVID‐19 crisis through very different policy responses. The fact that the governments in office acted differently when faced with realities that were close in time but very distinct, generates a paired comparative scenario, without forgetting the interim period. Supported by a plural methodological approach that gathers information from various sources, the outcomes reveal important aspects about the policy direction of changes and in terms of socio‐economic indicators. First, policy responses have followed three dynamics in tension: Retrenchment, Mitigation, and Expansion. Second, the policies make a difference, producing distinct outcomes in terms of socioeconomic indicators (unemployment, inequality, poverty). Third, the responses to crises induced more “radical” measures (towards Retrenchment or Expansion), which are not consistent with interim situations. Finally, while the austeritarian response was part of the government in office's program, this was not the case during the pandemic, when the response was involuntary and unprogrammed. This means that, in being a provisional and dated response, there is a high risk that in the near future there will be a resumption of Mitigation or even Retrenchment policies.
近年来,葡萄牙遭遇了一系列危机。本文探讨了葡萄牙福利制度在应对大衰退背景(金融、欧元、主权债务、结构调整危机)和 COVID-19 危机时采取的截然不同的政策措施。面对时间上接近但又截然不同的现实,执政政府采取了不同的行动,这就产生了一个成对的比较方案,同时不忘过渡时期。在从各种渠道收集信息的多元方法支持下,研究结果揭示了政策变化方向和社会经济指标的重要方面。首先,政策应对措施呈现出三种紧张态势:紧缩、缓解和扩张。其次,这些政策产生了影响,在社会经济指标(失业、不平等、贫困)方面产生了不同的结果。第三,应对危机的措施更加 "激进"(走向紧缩或扩张),这与临时情况并不一致。最后,虽然紧缩对策是在任政府计划的一部分,但在大流行病期间并非如此,当时的对策是非自愿和无计划的。这就意味着,作为一种临时的、过时的应对措施,在不久的将来很有可能会恢复缓解甚至紧缩政策。
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引用次数: 0
Effects of organisational factors and employee characteristics on employers' reporting of client violence in non‐institutional social services in Sweden 瑞典非机构性社会服务中组织因素和雇员特征对雇主报告客户暴力行为的影响
Pub Date : 2024-02-04 DOI: 10.1111/spol.13009
Helene Brodin, Emelie Shanks
Social services in the welfare sector consist of women‐dominated jobs generally characterised by arduous working conditions, including exposure to client violence. Although there is a rather extensive research base on client violence in institutional social services, less is known about how client violence is handled in noninstitutional social services. Using longitudinal data obtained from the Swedish Work Environment Agency's register on work injuries caused by workplace violence, we examined the effects of organisational factors and employee characteristics on the reporting of client violence in noninstitutional social services. We found that most of the reports about work injuries caused by client violence are filed by public employers and that most reports concern occupational groups performing direct care services in clients' homes. Moreover, although most reports include female employees and incidents of physical violence, reports concerning male employees are comparatively more likely to include physical violence, and reports concerning female employees are comparatively more likely to include threats. Taken together, our findings point to a much‐needed improvement of health and safety measures for care workers in noninstitutional social services in Sweden.
福利部门的社会服务工作以女性为主,一般工作条件艰苦,包括可能遭受服务对象的暴力侵害。虽然关于机构社会服务中的客户暴力问题已有相当广泛的研究基础,但对非机构社会服务中如何处理客户暴力问题的了解却较少。利用从瑞典工作环境局的工作场所暴力工伤登记簿中获得的纵向数据,我们研究了组织因素和员工特征对非机构社会服务中客户暴力报告的影响。我们发现,大多数关于客户暴力导致工伤的报告都是由公共雇主提交的,而且大多数报告都涉及在客户家中提供直接护理服务的职业群体。此外,尽管大多数报告包括女性雇员和身体暴力事件,但涉及男性雇员的报告相对更有可能包括身体暴力,而涉及女性雇员的报告相对更有可能包括威胁。综上所述,我们的研究结果表明,瑞典亟需改善非机构性社会服务中护理人员的健康和安全措施。
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引用次数: 0
Effects of organisational factors and employee characteristics on employers' reporting of client violence in non‐institutional social services in Sweden 瑞典非机构性社会服务中组织因素和雇员特征对雇主报告客户暴力行为的影响
Pub Date : 2024-02-04 DOI: 10.1111/spol.13009
Helene Brodin, Emelie Shanks
Social services in the welfare sector consist of women‐dominated jobs generally characterised by arduous working conditions, including exposure to client violence. Although there is a rather extensive research base on client violence in institutional social services, less is known about how client violence is handled in noninstitutional social services. Using longitudinal data obtained from the Swedish Work Environment Agency's register on work injuries caused by workplace violence, we examined the effects of organisational factors and employee characteristics on the reporting of client violence in noninstitutional social services. We found that most of the reports about work injuries caused by client violence are filed by public employers and that most reports concern occupational groups performing direct care services in clients' homes. Moreover, although most reports include female employees and incidents of physical violence, reports concerning male employees are comparatively more likely to include physical violence, and reports concerning female employees are comparatively more likely to include threats. Taken together, our findings point to a much‐needed improvement of health and safety measures for care workers in noninstitutional social services in Sweden.
福利部门的社会服务工作以女性为主,一般工作条件艰苦,包括可能遭受服务对象的暴力侵害。虽然关于机构社会服务中的客户暴力问题已有相当广泛的研究基础,但对非机构社会服务中如何处理客户暴力问题的了解却较少。利用从瑞典工作环境局的工作场所暴力工伤登记簿中获得的纵向数据,我们研究了组织因素和员工特征对非机构社会服务中客户暴力报告的影响。我们发现,大多数关于客户暴力导致工伤的报告都是由公共雇主提交的,而且大多数报告都涉及在客户家中提供直接护理服务的职业群体。此外,尽管大多数报告包括女性雇员和身体暴力事件,但涉及男性雇员的报告相对更有可能包括身体暴力,而涉及女性雇员的报告相对更有可能包括威胁。综上所述,我们的研究结果表明,瑞典亟需改善非机构性社会服务中护理人员的健康和安全措施。
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引用次数: 0
The Elgar companion to gender and global migration: Beyond Western research. By NataliaRibas‐Mateos, SaskiaSassen (Eds.), Cheltenham, UK: Edward Elgar. 2022. ISBN: 978‐1‐80220‐125‐3; hardback 埃尔加性别与全球移民指南》:超越西方研究。NataliaRibas-Mateos, SaskiaSassen (Eds.) 著,英国切尔滕纳姆:Edward Elgar。2022.ISBN: 978-1-80220-125-3;精装本
Pub Date : 2024-01-23 DOI: 10.1111/spol.12993
Marco Palillo
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引用次数: 0
National health services of Western Europe: Challenges, reforms and future perspectives. By GuidoGiarelli, MikeSaks (Eds.), London: Routledge. 2024. £130.00; hardback. ISBN: 9780367689599 西欧国家的医疗卫生服务:挑战、改革与未来展望》。GuidoGiarelli 和 MikeSaks 著(编辑),伦敦:Routledge.2024.130.00 英镑;精装本。ISBN: 9780367689599
Pub Date : 2023-12-30 DOI: 10.1111/spol.12994
Tom Hoctor
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引用次数: 0
The implementation of social protection in a conservative African welfare regime: The values and beliefs of local state officials in Botswana 保守的非洲福利制度中社会保护的实施:博茨瓦纳地方政府官员的价值观和信仰
Pub Date : 2023-09-06 DOI: 10.1111/spol.12961
J. Seekings
Social protection has grown in importance in framing the relationship between citizens and states across much of Africa. Botswana's conservative welfare regime relies heavily on local officials – many of whom are trained social workers – to exercise discretion in assessing the needs of poor people and registering them on social protection programmes. Interviews with local officials reveal that they attribute poverty and destitution primarily to the deficient attitudes and behaviour of poor people. These are in turn seen as the consequence of social protection policies that disempower people by fostering ‘dependence’ on state provision. Local officials prefer programmes that ‘empower’ poor people. Whilst they recognise that the state has responsibilities towards the poor, they implement policies that reinforce and reproduce the status of poor citizens as often undeserving claimants on public charity.
在非洲大部分地区,社会保护在构建公民与国家之间关系方面的重要性日益增强。博茨瓦纳保守的福利制度严重依赖地方官员——其中许多人是受过培训的社会工作者——在评估穷人的需求并将他们登记在社会保护计划上时行使自由裁量权。对当地官员的采访显示,他们将贫困和匮乏主要归因于穷人的不良态度和行为。这反过来又被视为社会保护政策的后果,这些政策通过促进对国家提供的“依赖”而剥夺了人们的权力。地方官员更喜欢“赋予”穷人权力的项目。虽然他们认识到国家对穷人负有责任,但他们实施的政策却强化和再现了穷人的地位,使他们往往不配得到公共慈善机构的救济。
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引用次数: 0
Social protection and state‐citizen relations: A review of the literature 社会保护与国家-公民关系:文献综述
Pub Date : 2023-09-05 DOI: 10.1111/spol.12959
Marianne S. Ulriksen, S. Plagerson
It is frequently assumed that social protection can play a key role in positively transforming state‐citizen relations in the global South. We examine the evidence with a focus on recipients and non‐recipients, both citizens and non‐citizens. Based on a systematic literature review, we identify three levels of analysis: activity, perceptions and expectations. A common thread through these levels is the bifurcated and hierarchical nature of relationships between social protection recipients on the one side and the state and non‐recipients on the other. Thus, the cross‐section of evidence does not conclusively support the oft‐assumed transformative potentials of social protection. Arguably, theoretical frameworks on activities, perceptions and expectations allow us to explore further the differentiated relationships shaped by social protection.
人们通常认为,社会保护可以在积极改变全球南方国家与公民关系方面发挥关键作用。我们对证据的审查重点是接受者和非接受者,公民和非公民。基于系统的文献回顾,我们确定了三个层次的分析:活动、感知和期望。贯穿这些层面的一个共同主线是社会保护接受者与国家和非接受者之间关系的分岔和等级性质。因此,证据的横截面并不能决定性地支持社会保护的变革潜力。可以说,关于活动、观念和期望的理论框架使我们能够进一步探索由社会保护形成的差异化关系。
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引用次数: 0
Social protection for mobile populations? A global perspective on immigrant social rights 流动人口的社会保护?移民社会权利的全球视角
Pub Date : 2023-09-03 DOI: 10.1111/spol.12955
Friederike Römer, Jakob Henninger, Eloisa Harris
While a growing body of work investigates the social rights of immigrants, there is a notable lack of comparative research on the topic that includes countries in the Global South. In this paper we argue that existing approaches often lack reproducibility, comparability, and adaptability beyond the cases that they focus on. To remedy this shortcoming, we propose a three‐dimensional conceptualization of immigrant social rights that takes into account differences between legal categories of migrants, between types of welfare benefits, and between types of restrictions. Applying this conceptualization, we offer the Immigrant Social Rights Dataset (ImmigSR), a set of quantitative comparative measures of de jure immigrant social rights covering 39 countries in Europe, Latin America, North America, Oceania and Southeast Asia for the years 1980–2018. Our analyses show commonalities as well as differences between world regions. Rights are more inclusive in the Global North than in the Global South. There is however a slight trend towards convergence, with rights retrenchment in the North and expansions in the South. Across all regions, temporary migrant workers and asylum seekers are the groups that are granted the least comprehensive set of rights. Depending on the dimension that is taken into focus, there are however also more nuanced intra‐regional differences. The findings confirm the usefulness of a multi‐dimensional conceptual approach to measuring immigrant social rights in a diverse set of cases.
虽然越来越多的研究工作调查移民的社会权利,但明显缺乏对包括全球南方国家在内的这一主题的比较研究。在本文中,我们认为现有的方法往往缺乏可重复性、可比性和适应性,超出了它们所关注的案例。为了弥补这一缺陷,我们提出了一个移民社会权利的三维概念化,考虑到移民的法律类别、福利类型和限制类型之间的差异。运用这一概念,我们提供了移民社会权利数据集(ImmigSR),这是一套量化比较措施,涵盖了1980年至2018年欧洲、拉丁美洲、北美、大洋洲和东南亚39个国家的法律上的移民社会权利。我们的分析显示了世界各地区之间的共性和差异。全球北方的权利比全球南方更具包容性。然而,有一种轻微的趋同趋势,即北方的权利减少而南方的权利扩大。在所有地区,临时移徙工人和寻求庇护者是获得最不全面权利的群体。然而,根据所关注的维度,也存在更细微的区域内差异。研究结果证实了在不同情况下衡量移民社会权利的多维概念性方法的有效性。
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引用次数: 0
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Social Policy & Administration
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