S2: Social inequalities and the critical analisys of public policies

InfoTitularTematicaBibliografieEvaluareObiective

Număr de credite: 8
Cod: AME2031
Predare: curs 1h, seminar 2h
Limba de predare: engleză
Tip: curs principal, semestrul 2, Masteratul Cercetare Sociologică Avansată

Cristina Raţ
lector universitar doctor
Facultatea de Sociologie şi Asistenţă Socială
Universitatea Babeş-Bolyai

Curs

1. Basic concepts: social and economic inequalities, public policies, the welfare state
2. The policy process: actors, processes, impact assessment, critical perspectives on policy analysis
3. Indicators of social and economic inequality used by Eurostat and the United Nations (quintile ratio, Gini coefficient, poverty thresholds and poverty rates, poverty gaps, AROPE, HDI, HPI, precarious employment, housing deprivation etc.);
4. Welfare states – models and typologies
5. Minimum income guarantee programs and their impact on social and economic inequalities
6. Family policies and their impact on social and economic inequalities
7. Pension systems and their impact on social and economic inequalities for the senior population
8. Employment, wage and social dialogue policies and their impact on social and economic inequalities
9. Health care policies and their impact on social and economic inequalities
10. Housing policies and their impact on social and economic inequalities
11. Fiscal policies their impact on social and economic inequalities (tax deductions and credits, flat versus progressive taxation etc.)
12. Strategic documents endorsed by the EU and UN with the aim to reduce social and economic inequalities
13. Policy advocacy and research for evidence-based public policies
14. Wrap-up class. Main lessons from the course

 

Seminar

1. Discussions on the main concepts: social and economic inequalities, public policies, welfare states
2. The policy process. Discussions of the various models and critical perspectives
3. Design and use of social and economic inequality indicators. Hands-on exercises
4. Welfare state models and typologies. Origins, continuity and change. Discussions.
6. Student presentations on minimum income guarantee schemes
7. Student presentations on family policies
8. Student presentations on pension policies
9. Student presentations on employment, wage and social dialogue policies
10. Student presentations on health care policies
11. Student presentations on fiscal policies (tax credits, flat versus progressive taxation)
12. Student presentations on housing policies
13. Designing policy briefs, policy papers, advocacy documents
14. Wrap-up session

Arts, Will and Gelissen, John (2002). The three worlds of welfare capitalism or more? A state of art report. Journal of European Social Policy, 12 (2): 137–158.
Esping-Andersen, Gosta (1990). The three worlds of welfare capitalism. Cambridge: Polity Press.
Forrest, Ray (2013). The contours of the housing question. In P. Kenneth (ed.) A Handbook for Comparative Social Policy. Cheltenham: Edward Elgar, pp. 329-353.
Fischer, Frank, Miller, G. J. And Sidney, M. S. (2007) (eds.). The Handbook of Public Policy Analysis. Theory, Politics and Methods. Pennsylvania: CRC Press, Taylor and Francis Group.
Ginsburg, Norman (2013). Structured diversity: a farmework for critically comparing welfare states? In P. Kenneth (ed.) A Handbook for Comparative Social Policy. Cheltenham: Edward Elgar, pp. 162-182.
Inglot Tomasz, Szikra, D. and Rat, C. (2013). Reforming Post-Communist Welfare States. Family Policies in Poland, Hungary and Romania since 2000. Problems of Post-Communism, 59(6), 27 – 49.
Iversen, Torben and Soskice, David (2015). Politics for Markets. Journal of European Social Policy, 25(1): 76-93.
Kvist, Jon (2007). Exploring diversity: Measuring welfare state change with fuzzy-set methodology. In J. Clasen and N. Siegel (eds) Investigating welfare state change – the ’dependant variable’ problem, Cheltenham: Elgar, 198-214.
Leibfried, Stephan and Mau, Steffen (2008). Welfare states. Construction, deconstruction, reconstruction. Analytical perspectives. Cheltenham: Elgar.
Popescu, Livia, Ivan, O., Rat, C. (2016). The Romanian Welfare State at Times of Crisis. In Schubert, K., Villota, P. and Kuhlmann, J. (eds.) Challenges to European Welfare Systems. Springer International, pp. 615-645.
Standing, Guy (2007). Labour recommodification in the global transformation. In A. Bugra and K. Agatan (eds.) Reading Karl Polanyi for the 21st Century. Basingstoke: Palgrave Macmillan.

 

Evaluation

Active participation at the seminars

  • 30% – Required. At least six active participations, based on reading the indicated texts.

Individual assignments

  • 10% – Oral presentation of a research project aimed to fundament a certain public policy change proposal
  • 60% – Written research paper to fundaments a certain public policy change proposal

Obiective generale

  • To gain competence in the comparative analysis of social inequalities and public policies

Obiective specifice

  • To familiarize with the main concepts in public policies, with focus on social policies, fiscal policies, educational and health care policies;
  • To understand and use various theories and explanatory frameworks on public policy and welfare state change;
  • To familiarize with various methods of measuring social and economic inequality (relative and absolute) and gain competence in the construction and use of various indicators (quintile ratio, GINI coefficient, poverty rates, poverty gaps, AROPE indicator, HDI and HPI);
  • To understand and gain competence in the analysis of public policy outputs and outcomes in relation with the evolution of social and economic inequalities.