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Over the last decade changing family life and increasing fiscal constraints on welfare expenditures have forced industrialized nations to reconsider how they approach social protection. Faced with fiscal and demographic changes, many countries have been struggling to -develop innovative policy responses. Some involve targeting benefits in order to shrink existing program commitments, to focus welfare expenditures on those most in need, and to give social welfare systems more flexibility in redirecting available resources to meet emerging demands. Targeting Social Benefits: International Perspectives and Trends provides a systematic assessment of the trend toward targeting in seven countries representing a range of industrialized welfare states-New Zealand, the Netherlands, Britain, Israel, the United States, Italy, and Sweden. The contributors to this volume examine the extent to which each country has adopted measures to focus social benefits on specific population groups and particularly social welfare program areas. A summary chapter surveys and categorizes the choices nations have made in targeting methods, culls the lessons learned for recent reforms, and explores the implications of these developments for the future of the welfare state. Specific methods for targeting benefits in different program areas are analyzed, which includes means-tests, income testing, diagnostic criteria, behavioral requirements and the use of socio-demo-graphic categories. This illuminating volume provides an in-depth understanding of alternative approaches to and consequences of policies designed to target social benefits. It will help scholars, professionals, and policymakers deepen their understanding of the alternative methods and consequences of recent policies designed to shift the allocation of social welfare benefits. Neil Gilbert is Chernin Professor of Social Welfare at the School of Social Welfare, University of California at Berkeley, and Director of the Center for Com
Over the last decade changing family life and increasing fiscal constraints on welfare expenditures have forced industrialized nations to reconsider how they approach social protection. Faced with fiscal and demographic changes, many countries have been struggling to -develop innovative policy responses. Some involve targeting benefits in order to shrink existing program commitments, to focus welfare expenditures on those most in need, and to give social welfare systems more flexibility in redirecting available resources to meet emerging demands. Targeting Social Benefits: International Perspectives and Trends provides a systematic assessment of the trend toward targeting in seven countries representing a range of industrialized welfare states-New Zealand, the Netherlands, Britain, Israel, the United States, Italy, and Sweden. The contributors to this volume examine the extent to which each country has adopted measures to focus social benefits on specific population groups and particularly social welfare program areas. A summary chapter surveys and categorizes the choices nations have made in targeting methods, culls the lessons learned for recent reforms, and explores the implications of these developments for the future of the welfare state. Specific methods for targeting benefits in different program areas are analyzed, which includes means-tests, income testing, diagnostic criteria, behavioral requirements and the use of socio-demo-graphic categories. This illuminating volume provides an in-depth understanding of alternative approaches to and consequences of policies designed to target social benefits. It will help scholars, professionals, and policymakers deepen their understanding of the alternative methods and consequences of recent policies designed to shift the allocation of social welfare benefits. Neil Gilbert is Chernin Professor of Social Welfare at the School of Social Welfare, University of California at Berkeley, and Director of the Center for Comparative Family Welfare and Poverty Research. Dr. Gilbert served as a Senior Research Fellow for the United Nations Research Institute for Social Development in Geneva and was twice awarded Fulbright Fellowships to study European social policy. His numerous publications include 22 books and 100 articles that have appeared in the Wall Street Journal, The Public Interest, Society, Commentary, and other leading academic journals.
"Over the last decade changing family life and increasing fiscal constraints on welfare expenditures have forced industrialized nations to reconsider how they approach social protection. Faced with fiscal and demographic changes, many countries have been struggling to -develop innovative policy responses. Some involve targeting benefits in order to shrink existing program commitments, to focus welfare expenditures on those most in need, and to give social welfare systems more flexibility in redirecting available resources to meet emerging demands. Targeting Social Benefits: International Perspectives and Trends provides a systematic assessment of the trend toward targeting in seven countries representing a range of industrialized welfare states-New Zealand, the Netherlands, Britain, Israel, the United States, Italy, and Sweden. The contributors to this volume examine the extent to which each country has adopted measures to focus social benefits on specific population groups and particularly social welfare program areas. A summary chapter surveys and categorizes the choices nations have made in targeting methods, culls the lessons learned for recent reforms, and explores the implications of these developments for the future of the welfare state. Specific methods for targeting benefits in different program areas are analyzed, which includes means-tests, income testing, diagnostic criteria, behavioral requirements and the use of socio-demo-graphic categories. This illuminating volume provides an in-depth understanding of alternative approaches to and consequences of policies designed to target social benefits. It will help scholars, professionals, and policymakers deepen their understanding of the alternative methods and consequences of recent policies designed to shift the allocation of social welfare benefits. Neil Gilbert is Chernin Professor of Social Welfare at the School of Social Welfare, University of California at Berkeley, and Director of the Center for Com"--Provided by publisher.
Targeting is a commonly used, but much debated, policy tool within global social assistance practice. Revisiting Targeting in Social Assistance: A New Look at Old Dilemmas examines the well-known dilemmas in light of the growing body of experience, new implementation capacities, and the potential to bring new data and data science to bear. The book begins by considering why or whether or how narrowly or broadly to target different parts of social assistance and updates the global empirics around the outcomes and costs of targeting. It illustrates the choices that must be made in moving from an abstract vision to implementable definitions and procedures, and in deciding how the choices should be informed by values, empirics, and context. The importance of delivery systems and processes to distributional outcomes are emphasized, and many facets with room for improvement are discussed. The book also explores the choices between targeting methods and how differences in purposes and contexts shape those. The know-how with respect to the data and inference used by the different household-specific targeting methods is summarized and comprehensively updated, including a focus on “big data†? and machine learning. A primer on measurement issues is included. Key findings include the following: · Targeting selected categories, families, or individuals plays a valuable role within the framework of universal social protection. · Measuring the accuracy and cost of targeting can be done in many ways, and judicious choices require a range of metrics. · Weighing the relatively low costs of targeting against the potential gains is important. · Implementing inclusive delivery systems is critical for reducing errors of exclusion and inclusion. · Selecting and customizing the appropriate targeting method depends on purpose and context; there is no method preferred in all circumstances. · Leveraging advances in technology—ICT, big data, artificial intelligence, machine learning—can improve targeting accuracy, but they are not a panacea; better data matters more than sophistication in inference. · Targeting social protection should be a dynamic process.
Drawing on a database of more than one hundred anti-poverty interventions in 47 countries, 'Targeting of Transfers in Developing Countries' provides a general review of experiences with methods used to target interventions in transition and developing countries. Written for policymakers and program managers in developing countries, in donor agencies, and in NGOs who have responsibility for designing interventions that reach the poor, it conveys what targeting options are available, what results can be expected as well as information that will assist in choosing among them and in their implementation. Key messages are: - While targeting 'works' - the median program transfers 25 percent more to the poor than would a universal allocation - targeting performance around the world is highly variable. - Means testing, geographic targeting, and self-selection based on a work requirement are the most robustly progressive methods. Proxy means testing, community-based selection of individuals and demographic targeting to children show good results on average, but with considerable variation. - Demographic targeting to the elderly, community bidding, and self-selection based on consumption show limited potential for good targeting. - There is no single preferred method for all types of programs or all country contexts. Successful targeting depends critically on how a method is implemented. The CD-ROM includes the database of interventions, an annotated bibliography (PDF) and Spanish and Russian translations of the book (PDFs).
Global Environment Facility Working Paper 8. Describes the five key research areas to be addressed by the Program for Measuring Incremental Costs for the Environment (PRINCE). This paper outlines incremental cost concepts, operational interpretations, national climate change studies, country studies on ozone protection, and transaction costs. It also develops a broad interpretation of incremental cost that can be used across the range of issues covered by the Global Environment Facility (GEF). Those issues include global warming, pollution of international waters, destruction of biodiversity, and ozone depletion. This is one of five GEF Working Papers to explore the PRINCE program and is co-published with the United Nations Development Programme and the United Nations Environment Programme.
""A thoughtful assessment of socioeconomic needs and influences, observing the necessity for benefits as well as the lessons of experience offered by various nations""--Library Bookwatch Over the last two decades, aging populations, changing family structures, market forces of globalization, strains of immigration, and political and ideological realignments have joined to create powerful pressures that are reshaping the design and philosophy of social welfare policies. Changing Patterns of Social Protection analyzes emerging patterns of social welfare and the implications of these trends for the future of social protection to vulnerable groups in France, Germany, Italy, The Netherlands, New Zealand, Sweden, United Kingdom, and the United States. Examining central policy trends in these countries, contributors explore current reforms of mainline programs: old age pensions, disability and unemployment insurance, family assistance, health care, and social services. The findings highlight how modern dynamics of social protection are manifest through reforms that include diverse social and economic incentives, changing benefit structures, a wide range of work-oriented measures, the resurgence of private activity, and current approaches to targeting benefits. Assessments of the socioeconomic influences that have precipitated these reforms reveal a broad range of common factors as well as country-specific influences such as the clientelistic approach to welfare in Italy, the complexities of reunification in Germany, and the ""Dutch disease"" of explosive claims for disability benefits. Changing Patterns of Social Protection offers insights into the issues raised by these policy reforms and their possible effects. By clarifying alternative policy designs this work affords a fresh perspective on how to think about the changing structure and function of social welfare arrangements in modern society. Neil Gilbert is Chernin Professor of Social Services and Social Welfare at the Un
This book addresses new perspectives on the perceived popular deservingness of target groups of social services and benefits, offering new insights and analysis to this quickly developing field of welfare attitudes research. It provides an up-to-date state of the art in terms of concepts, theories, research methods and data. The book offers a multi-disciplinary view on deservingness attitudes, with contributions from sociology, political science, media studies and social psychology. It links up with central welfare state debates about the allocation of collective resources between groups with particular needs, and wider categories of need.
Targeted Social Assistance of Georgia is a last-resort social program that is considered a best practice among programs based on proxy means testing (PMT). It achieves high targeting accuracy for a relatively high level of poverty incidence. In 2013, the government of Georgia embarked on the revision of this program to ensure its continued effectiveness and to revise some of the parameters of the eligibility formula that could be subject to manipulation. In particular, the government was concerned about the subjective evaluation of social agents and about concealable goods giving room to abuses in terms of program eligibility. Continuous Improvement: Strengthening Georgia’s Targeted Social Assistance Program assesses the technical work and the policy actions taken by the Georgian government during 2014 and 2015. It covers the full cycle of the reform of a social assistance program, from establishing the objectives to the design of compensation measures that minimize the number of newly ineligible beneficiaries. In particular, it describes the revision of the PMT formula, the introduction of a scheme of benefits that decreases with the score and an associated assistance program for children, the pretesting of the new formula, and the design of compensation measures. The report also includes a chapter with specific recommendations for Georgia to consider in its efforts to improve its system of social protection and labor.
This study investigates an old question that has re-emerged in social policy-making and in analyses of global social development: to what extent does targeting and size of social transfers matter for poverty? Using multilevel logistic regression and LIS income data for 40 middle- and high-income countries, we show that the size of transfer income has greater explanatory value for cross-country differences in poverty than the degree of targeting of transfer income. The results are remarkably robust in terms of estimated individual-level and country-level compositional and confounding factors.