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Breakthroughs in Evaluation Methods and Governance Metrics

Fairness, Inequity Index
and Equality in Policy-Making

Alain Paul Martin



Working towards minimizing serious inequalities is a pillar of democracy in the most-advanced societies. Equality is France’s motto since the Third Revolution, more than a century ago. Sweden made it part of its social fabric. And the objective of equality remains an anchor in the most advanced European countries. Those who object to enshrining equality in their constitution fear that it somehow gives carte blanche to abuses and laziness. But such normalization of deviance1 should not be the driving force in policy, as it would be a greater impediment to democracy. "Actually, ordinary people have in countless occasions proven to be extraordinary beyond expectations. Placing faith in them is vital to fulfilling Lincoln's vision of a government by and for its people. All its people."2

Part of the problem of the word "Equality" is its wide-ranging power of connotation and a low power of designation, even among law makers, as I have discovered during the last twenty years. In advising policy-makers and economists, I prefer to focus on equity where we distinguish between three types:

1. Universal Equity
Universal equity aims at equal access and quality treatment. It applies, at the very least, to primary education, workplace safety and, in most developed countries, basic health care and secondary education.

In terms of metrics, universal equity can be measured through an inequity index, which determines the percentage of citizens that are hindered from access to universal services, or even, denied universal equity, either de facto or, much worse, de jure. The inequity index acts in a similar fashion to the unemployment or inflation index and should be kept as low as possible. It is a matter of grave concern when it reaches double digits. As an illustration, distance from health care providers can be an obstacle to universal equity and should be reflected in the inequity index. Some western European countries provide transportation vouchers to mitigate the problem of access. Affirmative action aims at mitigating endemic universal inequities.

2. Compensatory Equity
Compensatory equity applies where universal equity cannot be achieved. It aims at alleviating deprivations of vital human needs. In developed countries, victims of unemployment and large-scale disasters are eligible for compensatory equity. Since society cannot guarantee a job to everyone, at the very least, it should assist those who lost a job get one, and, in the meantime, minimize the deprivations related to job loss through instruments like unemployment insurance. In Scandinavian countries, compensatory equity went much further to redress the Gini coefficient through progressive taxation, among other instruments.

3. Status Equity
Special care to war veterans and the handicapped, supplementary police protection to national leaders, supplementary health and dental care for natives (in New Zealand and Canada), all fall under status equity. In diplomacy, status equity is a key element of the Vienna Convention, which states that receiving countries must ensure the protection, security and safety of diplomats and representatives of international intergovernmental organizations. Democratic countries would not tolerate that their diplomats be subjected to the treatment granted to the citizens of the receiving states, in countries where the rule of law is impoverished.


Note

1.   I owe the phrase "normalization of deviance" to Astronaut Mike Mullane.

2.   Adapted from Nick Taylor: The Enduring Legacy of the WPA: American-Made,
      When FDR Put the Nation to Work, Bantam Dell, 2008, ISBN: 978-0-553-38132-0

© A. P. Martin, 2010. All rights reserved.


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