Spring, 2009 Course Syllabus
Social Safety Nets: Theories & Practices
（社會安全網：理論與實務）
By
Hsiao-hung Nancy Chen（陳小紅）
I. Introduction:
Related Concepts: Social Protection
Social Exclusion/Social Inclusion
Social Welfare
Social Security
Social Safety Nets, etc.
II. Main Theoretical Foundations/Models of Social Safety Nets:
（1）. Theoretical Foundations/Models
1. The Keynesian Model
2. The Beveridge Model
3. The Bismarck Model
4. The Fabian Model, etc.
Fitzpatrick, Tony, 2001, Welfare Theory: An Introduction, UK: Palgrave.
（2）. Issues Involved
1. The roles of the State, Market, Community, Family and Individual
2. Universal Vs. Selective Principles（Coverage）
3. Welfare Rights Vs. Hand-outs （Welfare Ideology）
4. The tradition of social solidarity Vs. Market competition
5. Welfare State Vs. Social Provision for the Very Needy, etc.
Pierson, Christopher and Francis G. Castles, 2000, The Welfare State Reader, Cambridge: Polity Press.
唐文慧、王宏仁合著，2000，社會福利理論：流派與爭議，台北：巨流圖書公司印行。
Ian Gough著、古允文譯，1995，福利國家的政治經濟學，台北：巨流圖書公司。
林萬億著，2000，福利國家—歷史比較的分析，台北：巨流圖書公司。
（3）. Social Policy Implications: Social Security System Derived
Ex.: Budgetary System
Social Insurance System
Personal Account System etc.
Mink, Gwendolyn and Rickie Solinger (eds.), with a forward by Frances Fox Piven, 2003, Welfare: A Documentary History of U.S. Policy and Politics, New York: New York University Press.
陳小紅，2008, “台灣社會政策的發展、啟示與展望”, 第四屆社會政策國際論壇論文--東亞社會政策的形成與發展,中國上海，July 17.
陳小紅，1998年7月，“社會福利制度改革－瑞典、美國、台灣與大陸經驗初步比較”，現代化研究，第十五卷，財團法人促進中國現代化學術研究基金會第五屆學術會議論文，台北：現代化研究社編印，頁4-26。
陳小紅，1998，“社會保險”，詹火生、古允文主編，新世紀的社會福利政策，台北：厚生基金會，頁113-164。
陳小紅，1996年4月，公元二千年社會環境趨勢及課題分析報告：社會保險課題分析報告，台北：行政院研究發展考核委員會。
陳小紅，1997年6月，「福利國家」改革模式之意涵：經濟“全球化”的觀點，理論與政策，第十一卷，第三期，夏季號，頁113-130。
陳小紅，1996年7月，“經濟發展與社會福利：OECD各國福利緊縮的啟示”，社會建設季刊，第九十五期，中國社會福利事業協進會，頁61-88。
陳小紅，1995年3月，“一九八○年代美國社會福利政策的改革方向與啟示”，中華民國美國研究學會主編，美國研究論文集，台北：
台灣書店印行，頁61-76。
III. Factors Impinge Upon Social Security System:
（1）. Demographic Transition—The First and Second Stage of Population
Transition
（2）. Family Structural Changes
（3）. Economic & Financial Situation of a Country
（4）. Value Premises Shifts
（5）. Political Democratization, etc.
Jones, Kathleen, 2000, The Making of Social Policy in Britain: From the Poor Law to New Labor, London: The Athlone Press.
IV. Demographic Transition & Its Policy Implications—A Global perspective
（1）. The 1st Stage of Population Transition
（2）. The 2nd Stage of Population Transition
（3）. Policy Implications:
Country Experiences (Taiwan, Korea, Japan, Singapore and Other Countries)
McDonald, Peter, 2005, “Very Low Fertility: Its Causes and Its Remedies”, Paper Presented at International Workshop on Low Fertility and Population Policies, Seoul: Korea Institute for Health and Social Affairs, July 3-5.
Retherford, Robert, 2005, “Japan’s Baby Bust: Causes, Implications and Policy Responses”, Paper Presented at International Workshop on Low Fertility and Population Policies, Seoul: Korea Institute for Health and Social Affairs, July 3-5.
Lee, Sam-Sik, 2005, “Lowest Fertility and Policy Directions in Korea”, Paper Presented at International Workshop on Low Fertility and Population Policies, Seoul: Korea Institute for Health and Social Affairs, July 3-5.
Soo, Daphne, 2005, “Singapore’s Fertility Challenges”, Paper Presented at International Workshop on Low Fertility and Population Policies, Seoul: Korea Institute for Health and Social Affairs, July 3-5.
Kim, Minja, 2005, “Marriage, Work, and Family Life in Korea, Japan, and the United States”, Paper Presented at International Workshop on Low Fertility and Population Policies, Seoul: Korea Institute for Health and Social Affairs, July 3-5.
Chen, Hsiao-hung Nancy（陳小紅）,2005,”Taiwan’s Demographic Transition and Its Policy Implications”, Paper presented at International Workshop on Low Fertility and Population Policies, Seoul: Korea Institute for Health and Social Affairs, July 3—5.
陳小紅，2006年5月，”台灣的人口轉型暨其社會政策意涵”，澳門社會福利發展：特點與趨勢，澳門：澳門大學澳門研究中心，頁71-97。
陳小紅，2004年，我國現行人口政策探討，行政院研究發展考核委員會委託研究。
陳小紅，1995年1月，”人口轉型與家庭政策”，社會建設季刊，第89期，中國社會福利事業協進會，頁26-41。
V. Globalization & Social Safety Nets:
（1）. Globalization & Labor Issues
1. International Migration—Foreign Labor Issues
2. International Capital Flow, Outsourcing & Unemployment
3. Human Trafficking
（2）. Policy Implications:
Country Experiences（Taiwan, China, Philippines, Singapore, Russia, etc. ）
Yeates, Nicola, 2001, Globalization and Social Policy, London: Sage Publications.
Esping-Anderson, Gosta, 1990, The Three Worlds of Welfare Capitalism, UK: Polity Press.
Choi, E. Kwan and David Greenaway, 2001, Globalization and Labor Markets, UK: Blackwell Publishers.
Ross, Andrew, 2004, Low Pay High Profile: The Global Push for Fair Labor, New York & London: The New Press.
Chen, Hsiao-hung Nancy（陳小紅），2006，”Social Safety Nets and Socio-economic Disparity under Globalization”, Paper presented at APEC Symposium on Socio-economic Disparity, Seoul, Korea, June 28-29.
Chen, Hsiao-hung Nancy（陳小紅），2003，”A Case Study of Chinese Taipei”, in Chanyong Park & Kye Woo Lee (eds.), Globalization and Social Safety Nets in Asia-Pacific Region, Seoul, Korea: KIHASA: APEC SSN CBN Head Institution, Ministry of Health and Welfare, pp.49—86.
Van Der Bly, Martha C. E., 2005, “Globalization: A Triumph of Ambiguity”, Current Sociology, Vol. 53, No. 6, November, pp. 875-893.
中央研究院經濟研究所，2004，外籍勞工政策研討會論文集。
李易駿，2007年8月，”基本生活安全網：國際趨勢的探討”，厚生基金會,「回到根本：重構台灣的基本生活安全網」學術研討會論文，台北。
VI. Ageing & Related Policies:
（1）. Pension/ Pension Reforms
（2）. Elderly Housing
（3）. Elderly Care—Medical & Otherwise
（4）. Country Experiences （European Vs. US Vs. Asian Countries）
The Oxford Institute of Ageing, 2004, Ageing Society.
Research Committee on Sociology of Ageing, International Sociological Association, 2003, Spring Newsletter 2003, April.
Commission of the European Communities, 2002, Europe’s Response to World Ageing: Promoting Economic and Social Progress in Ageing World, A Contribution of the European Commission to the 2nd World Assembly on Ageing.
Hans-Joachim Von Kondratowitz, Clemens Tesch-Romer, Andreas Motel-Klingebiel, 2002, “Eastablishing Systems of Care in Germany: A Long and Winding Road”, German Centre of Gerontology, Berlin, Germany, May.
Estes, Carroll L., 2001, Social Policy & Aging: A Critical Perspective, London: Sage Publications.
Moody, Harry R. 2000, Ageing: Concepts & Controversies, Third Edition, Thousand Oaks, California: Pine Forge Press.
Randel, Judith, Tony German and Deborah Ewing, 1999, The Ageing and Development Report: Poverty, Independence and the World’s Older People, London: Earthscan Publications Ltd.
VII. Pension Systems & Underlying Ethos:
（1）. Budgetary System
（2）. Social Insurance System
（3）. Individual/Personal Account System
（4）. Defined Benefits Vs. Defined Contribution
（5）. Pension Fund Management, etc.
Robert Palacios, 2002, “Managing Public Pension Reserves, Part II: Lessons from Five Recent OECD Initiatives”, The World Bank: Social Protection Unit, Human Development Network, July.
Chen, Hsiao-hung Nancy（陳小紅），2005，”Universal Values Versus Political Ideology: The Virtual Reform Experience of Taiwan’s National Pension Plan”, in John Doling, Catherine Jones Finer and Tony Maltby (eds.), Ageing Matters: European Policy Lessons from the East, UK: Ashgate Publishing Limited, pp. 96-122.
陳小紅，2006年2月，”「國民年金」模式的探索：台灣新世紀初社會福利政策的建構”，收錄於郭明政主編，社會保險之改革與展望，台北：政治大學法學院勞動法與社會法研究中心，頁287-312。
陳小紅，2005年，”持續演變中的台灣「退休養老」制度”， 2005年兩岸四地社會福利學術研討會論文，中國武漢：中華文化社會福利事業基金會、中南財經政法大學及武漢大學共同主辦，6月15-19日。
陳小紅，2003年9月，”普世價值、意識型態與台灣『國民年金』制度之規劃”，收入鄭功成、曾湘泉、鄭宇碩、張其恆主編，變革中的就業環境與社會保障，北京：中國勞動社會保障出版社，頁559-579。
陳小紅， 2001年，”不同國民年金方案對人民權益之影響—社會面與政治面分析”， 羅紀瓊、曾巨威主持，國民年金制度對政府財務負擔與人民權益影響之研究成果報告，第六章，行政院經濟建設委員會委託，頁6-1—6-40。
陳小紅，1998年5月，台灣地區國民年金組織體系芻議，行政院經濟建設委員會委託研究。
羅紀瓊、陳小紅，1996年6月，婦女年金權相關問題研究，內政部委託研究。
VIII. Medical Insurance:
（1）. The Advent of the National Health Insurance Program in Taiwan & Its Reform
（2）. OECD Countries Experiences
Marmor, Theodore R., 1994, Understanding Health Care reform, New Haven
and London: Yale University Press.
IX. War Against Poverty: Social Safety Nets Delivery
（1）. Income Distribution & Poverty
（2）.Vicious Circle of Poverty
（3） Programs & Schemes Adopted in Taiwan and Their Assessment
（4）. Other Countries’ Experiences
Claudia Wallis and Sonja Steptoe, How to Fix No Child Left Behind, Education Special Report, Time Magazine, June 4, 2007, pp. 34—41.
Schram, Sanford F., 2006, “Re-commodified Discourse: The Limits of the Asset-Building Approach to Fighting Poverty”, Chapter 5, Welfare Discipline: Discourse, Governance, and Globalization, Philadelphia: Temple University Press, pp. 107--134.
Kiely, Ray, 2005, “Globalization and Poverty, and the Poverty of Globalization Theory”, Current Sociology, Vol. 53, No. 6, pp. 895-914.
Asian Development Bank, 2002, Proceedings: Fourth Asia Development Forum on Trade and Poverty Reduction, December.
Smeeding, Timothy, 2005, “Causes and Conditions of Social Vulnerability: Experience from the LIS Dataset”, Paper Presented at APEC Symposium on Strengthening Social Safety Nets Under Rapid Socioeconomic Changes, Seoul: Ministry of Health and Welfare, South Korea, August 23-24.
Betson, David M., 2005, “ Addressing the Needs of the Poor”, Paper Presented at APEC Symposium on Strengthening Social Safety Nets Under Rapid Socioeconomic Changes, Seoul: Ministry of Health and Welfare, South Korea, August 23-24.
Wiseman, Michael, 2005, “The Multiple Avenues of Impacts and Policy Responses”, Paper Presented at APEC Symposium on Strengthening Social Safety Nets Under Rapid Socioeconomic Changes, Seoul: Ministry of Health and Welfare, South Korea, August 23-24.
Son, Hyun H., 2005, “ On Addressing Pro-poorness of Government Programs: International Comparisons”, Paper Presented at APEC Symposium on Strengthening Social Safety Nets Under Rapid Socioeconomic Changes, Seoul: Ministry of Health and Welfare, South Korea, August 23-24.
Chen, Hsiao-hung Nancy （陳小紅），2005年，”War on Poverty: What Has Been Delivered Under Chinese Taipei's Social Safety Nets?”, Paper Prepared for SSN/APEC, Seoul, Korea, August 23-24.
古允文，2007年8月，” 現代經濟不安全的本質：失業、不穩定就業與社會救助”，厚生基金會,「回到根本：重構台灣的基本生活安全網」學術研討會論文，台北。
孫健忠，2007年8月，”現行社會救助與相關臨時方案的檢討”， 厚生基金會,「回到根本：重構台灣的基本生活安全網」學術研討會論文，台北。
陳小紅，2009年2月，”淺釋新貧現象與社會福利政策之規劃—由「工作所得補助方案切入」，主計月刊，第638 期，頁13-18。
陳小紅，2006年，”全球化框架下的社會安全網：兼論中國「和諧社會」之建構”, 北京：孫中山思想與兩岸民生問題學術研討會, 北京大學主辦，11月9-11日。
陳小紅，2001年10月，中國大陸國企改革城鎮下崗職工的再就業與社會保障體系間關係的社會學考察 (I、II)，行政院國科會專題補助研究計畫成果報告。
陳小紅，1999年4月，“「八七扶貧攻堅計畫」的出台與實踐：中國大陸反貧政策之檢視”，現代化研究，第十八卷，財團法人促進中國現代化學術研究基金會第六屆中國現代化學術研討會論文，台北：現代化研究社編印，頁3-25。
X. Social Services & NGOs:
（1）. In Cash Vs. In-Kind Services
（2）. Decommodificatin, Gender-Neutral & Destratification
（3）. Public Vs. Private Deliveries
（4）. Privatization of Social Services Deliveries, etc.
National Institute of Population and Social Security Research, Japan, 2002, “Introduction of Japanese Social protection System”, December.
Chen, Hsiao-hung Nancy Chen（陳小紅），2001，”The myth and the reality of privatizing social welfare services: A case study of Taipei city”，in Catherine Jones Finer(ed.), Comparing The Social Policy Experiences of Britain and Taiwan, (UK: Ashgate Publishing Limited – ISBN07546 14522), pp. 67-91.
Chen, Hsiao-hung Nancy （陳小紅），2002，”Taiwan” Chapter, in Razali Agus , John Doling, and Dong-sung Lee (eds.), Housing Policy Systems in South and East Asia, (UK: Palgrave McMillan), pp. 84-103.
陳小紅，2001年，“半世紀來台灣的「住宅政策」：評析與展望”，收入詹火生、古允文編著，社會福利政策的新思維，厚生白皮書—社會福利篇，台北：立法院厚生基金會，頁 311-362。
陳小紅，1995年，”中美住宅政策評析：一個社會福利觀點”，收入鄭麗嬌主編，中西社會福利政策與制度，台北：中央研究院歐美研究所，頁73-137。
XI. Resource Allocation & Taxation Policies:
（1）.Tax Burden & Social welfare: An International Comparison
（2）. Recent Tax Reform in Taiwan & Its Welfare Implications
（3）. Changing Picture of Government Budget Allocated to Social Welfare & Its Policy implications, etc.
Barr, Nicholas, 1993, The Economics of the Welfare State, 2nd edition,
Stanford, CA: Stanford University Press.
Fazeli, Rafat, 1996, The Economic Impact of the Welfare State and Social
Wage: The British Experience, Aldershot: Avebury.
Page, Robert and Nicholas Deakin (eds.), 1993, The Costs of Welfare, Aldershot: Avebury.
Mitchell, Deborah, 1991, Income Transfers in Ten Welfare States, Aldershot: Avebury.
陳小紅，2008,”M型社會的成因及影響--「全球化」的觀點”, M型社會的新貧現象與福利措施, CARES 中華救助總會社會福利論壇主題演講, 中華救助總會、朝陽科技大學社會工作系主辦, 台中：朝陽科技大學, 5月2日，頁21--40。
陳小紅，1997年4月，“台灣地區社會福利機構分佈與各級政府財源支出分配的初步分析”，研考雙月刊，第二十一卷，第二期，頁20-38。
陳小紅，1997年1月，“八十四年度社會指標統計報告－「社會福利」部門之解讀”，中國統計通訊，第八卷，第一期，頁7-13。
陳小紅，1995年7月，我國社會福利制度整體規劃芻議：社會福利支出對總體經濟之影響專案研究小組報告，台北，行政院經建會委託研究。
XII. What Next for Taiwan’s Welfare Future?
（1）. To the Right? To the Left? Or Go to The Third Way?
（2）. Relationship between Economic Development and Social Safety Nets
Holmlund, Bertil, Agnar Sandmo and Erling Steigum (eds.), 2000, Social Security in the 21st Century, Oxford: Blackwell Publishers.
Holliday, Ian and Paul Wilding, (eds.), 2003, Welfare Capitalism in East Asia: Social Policy in the Tiger Economies, UK: Palgrave Macmillan.
Taylor-Gooby, Peter, 2005, “Problems and Issues in Strengthening Social Safety Nets: Cases of Developed Countries”, Paper Presented at APEC Symposium on Strengthening Social Safety Nets Under Rapid Socioeconomic Changes, Seoul: Ministry of Health and Welfare, South Korea, August 23-24.
Lightman, Emie, 2005, “Problems and Issues in Strengthening Social Safety Net”, Paper Presented at APEC Symposium on Strengthening Social Safety Nets Under Rapid Socioeconomic Changes, Seoul: Ministry of Health and Welfare, South Korea, August 23-24.
Norris, Donals F. and Lyke Thompson (eds.), 1995, The Politics of Welfare Reform, London: Sage Publications.
Chen, Hsiao-hung Nancy（陳小紅），2003，”Paradigm shifts in social welfare policy-making in China: struggling between economic efficiency and social equity”, in Catherine Jones Finer, (ed.), Social Policy Reform in China: Views from Home and Abroad, UK: Ashgate Publishing Limited, pp. 51-68.
Chen, Hsiao-hung Nancy（陳小紅），2001年5月，”Searching for welfare model(s): Taiwan’s social welfare policy in the millennium” in Lee-in Chen Chiu (ed.), Taiwan, East Asia and Copenhagen Commitment, (Taipei: Chung-Hwa Institute for Economic Research Press), pp. 207-232.
吳明儒，2007年8月，” 建構台灣多支柱的基本生活安全網”，厚生基金會,「回到根本：重構台灣的基本生活安全網」學術研討會論文，台北。
陳小紅，1998年7月，“台灣地區社會福利行政組織體系芻議”，全國社會福利會議引言報告，台北：內政部社會司。
陳小紅，1997年12月，“社會福利立法研究”，國立政治大學教師研究成果發表會，台北：政治經濟學研究會。
陳小紅，1996年6月，我國社會福利體系之實施與評估，行政院經濟建設委員會委託研究。
XIII. Social Quality Approaches
(1) Concepts as to Social Quality, Social Indicators, Social Exclusion, Social Inclusion and Social Empowerment.
(2) Country Experiences on Social Quality Research
Baars, Jan, 2006, “Social Quality: A Philosophical Analysis”, The 3rd Keynote Lecture Delivered at Chiba University 21st Century COE Program International Symposium/The 1st Asian Public Policy Research Consortium Meeting, Japan: Chiba University, March 27-28.
Baars, J., W. Beck, P. Herrmann, . J. G. van der Maesen and A. C. Walker, 2003, “Social Quality: A Sustainable Project for Europe”, Briefing Paper for the Round Table of the European Commission, The Netherlands: The European Foundation on Social Quality, November.
Chan, Raymond, 2007, “Social Quality in Hong Kong: Who Cares? Which Quality?”, Paper Presented at The 2nd Asian Conference on Social Quality and Sustainable Welfare Societies, Taipei: National Taiwan University, March 28-29.
Cummins, Robert Ashley, 2007, “Social Indicator and Social Development”, Keynote Speech Delivered at International Conference on Social Indicator and Social Development, Taipei, Taiwan: Center for Survey Research and Center for Geographic Information Science, Research Center for Humanities and Social Sciences, Academia Sinica and Research, Development and Evaluation Commission, Executive Yuan, June 14-15.
Gordon, David, 2007, “Measuring Social Quality in Asia and Europe with Particular Reference to Socio-economic Security”, The 5th Keynote Speech Delivered at The 2nd Asian Conference on Social Quality and Sustainable Welfare Societies, Taipei: National Taiwan University, March 28-29.
Gordon, David, 2006, “Indicators of Social Quality”, European Journal of Social Quality, Vol. 5, Issue1/2, pp. 1-7.
Gordon, David, 2006, “Poverty in Asia and the Role of Social Policy: Possible Lessons from Europe”, Paper Presented at Chiba University 21st Century COE Program International Symposium/The 1st Asian Public Policy Research Consortium Meeting, Japan: Chiba University, March 27-28.
Herrmann, Peter, 2007, “Empowerment—A key Concept in Re-defining Citizenship on the Way to Sustainable Welfare Society”, Paper Presented at The 2nd Asian Conference on Social Quality and Sustainable Welfare Societies, Taipei: National Taiwan University, March 28-29.
Mitchell, Deborah, 2007, “Social Quality in Australia: Managing Risk, Complexity and Demographic Change”, Paper Presented at The 2nd Asian Conference on Social Quality and Sustainable Welfare Societies, Taipei: National Taiwan University, March 28-29.
Oishi, Akiko, 2007, “Indicators of Social Quality in Japan”, Paper Presented at The 2nd Asian Conference on Social Quality and Sustainable Welfare Societies, Taipei: National Taiwan University, March 28-29.
Ogawa, Tetsuo, 2007, “The Concept of Social Quality and its Potential Role for Public Policy Making”, Paper Presented at International Conference on Social Indicator and Social Development, Taipei, Taiwan: Center for Survey Research and Center for Geographic Information Science, Research Center for Humanities and Social Sciences, Academia Sinica and Research, Development and Evaluation Commission, Executive Yuan, June 14-15.
Ogawa, Tetsuo, 2007, “The Concept of Social Quality and its Implications for Social Well-being and Ageing Policy in Asia and the Pacific—Developing a Social Quality Approach in Asian Types of Civil Society and its Implications for 3S Developments—“, Paper Presented at The 2nd Asian Conference on Social Quality and Sustainable Welfare Societies, Taipei: National Taiwan University, March 28-29.