"SC1. Theories and issues of social inequalities;
SC2. Vital and resource inequalities: dimensions and indicators;
SC3. Work: (un)employment, precarity, and informality;
SC4. Existential inequalities: discrimination and subjectivities;
SC5. Lack of protection: vulnerabilities, de-skilling, and disaffiliation."

"Assessment throughout the semester:
- Active participation in the discussion forum (20%);
- Mini-tests and/or weekly short assignments reviewing the content discussed in the synchronous session and the resources available on the e-learning platform (encouraging readings from the recommended and supplementary bibliography) (30%);
- Fulfillment of a final individual written assignment on the syllabus content, which will integrate the recommended theoretical reading references and other supplementary materials on the defined topic, as well as the exploration of substantive information and data (50%)."

Mandatory

Costa, AF (2012), Desigualdades Sociais Contemporâneas, Mundos Sociais | Carmo, RM (2024), Direito ao Mundo da Vida: Esboços Teóricos para Políticas Amplas, Lisboa, Tinta-da-china. | Carmo, RM (2021), Social inequalities: theories, concepts and problematics, SN Social Sciences, 1:116. | Carmo, R. M. et al. (2024), Jovens e o Trabalho em Portugal: Desigualdades, (Des)proteção e Futuro, Atual | Chancel, L et al. (2022), World Inequality Report 2022, World Inequality Lab | Milanovic, B (2016), Desigualdade no Mundo, Actual. | Piketty, T. (2022), Uma Breve História da Igualdade, Lisboa, Temas e Debates/Circulo Leitores. | Sandel, M. J. (2020), The Tyranny of Merit, London, MacMillan. | Therborn, G (2013), The Killing Fields of Inequality, Polity Press. | Waitkus, Nora, Savage, Mike e Toft, Maren (2024), “Wealth and class analysis: exploitation, closure and exclusion”, Working Paper 143, International Inequalities Institute - LSE. | Wilkinson, R & Pickett, K (2018), The Inner Level, Allen Lane.

Optional

Aboim, S. (2020), “Covid-19 e desigualdades de género: uma perspetiva interseccional sobre os efeitos da pandemia”, em Carmo RM, Tavares I, Cândido AF (org.), Um Olhar Sociológico sobre a Crise Covid-19 em Livro, Observatório das Desigualdades, CIES-Iscte, Lisboa, pp. 130-148. | Atkinson, A. B. (2016), Desigualdade: O Que Fazer?, Lisboa, Bertrand. | Alvaredo, F., L. Chancel, T. Piketty, E. Saez, e G. Zucman (2017), World Inequality Report 2018, World Inequality Lab. | Cantante, F (2019), O Risco da Desigualdade, Almedina. | Carmo, R. M., Caleiras, J., Roque, I. e Assis, R. V. (2023), O Mundo do Trabalho a Partir de Baixo: Retratos e Percursos, Lisboa, Mundos Sociais. | Carmo, RM et al (orgs) (2018), Desigualdades Sociais: Portugal e a Europa, Mundos Sociais. | Piketty T. (2020) Capital and Ideology. Cambridge (Mass.), Belknap, Harvard | Sen, A. (2011), A Ideia de Justiça, Coimbra, Almedina. | Stiglitz, JE (2015), The Great Divide, W. W. Norton. | Tilly, Charles (2005), “Historical perspectives on inequality”, in Mary Romero and Eric Margolis (eds.), The Blackwell Companion to Social Inequalities, Malden, Blackwell, pp. 15-30. | UNDP (2022), Uncertain times, unsettled lives Shaping our future in a transforming world, Human Development Report 2021-22.

PC1. Debating the Welfare State
1.1.Creation and development of welfare states – theoretical perspectives
1.2. New perspectives on the creation and development of welfare regimes in the Global South
1.3. What are global social policies?
PC2.POlicy diffusion processes and the role of internaional organizations
2.1.Diffusion and transfer of social protection models – identification of actors involved, mechanisms used and results
2.2. The role of international organizations in the development and promotion of social protection models
2.3. Production and dissemination of knowledge about experiences considered to be best practice
PC3. Governance of social protection
3.1. Actors involved in social protection governance
3.2. Different roles and actors' interdependency
PC4. Welfare State: models and reguimes
4.1. Models of the Welfare State: European experiences
4.2. Security and insecurity regimes: experiences from the Global South
PC5. Criticisms and challenges currently faced by social protection systems
5.1. Sectorial change and challenges associated with climate change and the green transition
5.2. Political reconfigurations.

On-going assessment:
- Active participation in the discussion forum (25%);
- Weekly content review exercises (25%);
- Individual critical analysis of a theme that is transversal to the different topics covered throughout the course, constructed in dialogue with the recommended literature and with other references selected by the students. (50%).

Mandatory

BÉLAND, D. & MAHON, R. (2016). Advanced Introduction to Social Policy, Cheltenham & Northampton, Edward Elgar Publishing. | DEACON, B. (2007) Global Social Policy & Governance. UK: SAGE. | ESPING-ANDERSEN, G. (1990), The Three Worlds of Welfare Capitalism, Princeton, Princeton University Press. | ESPING-ANDERSEN, G. (1999). Social Foundations of Postindustrial Economies. Oxford: Oxford University Press. | FERRERA, M. (1996), The Southern model of welfare in social Europe, in «Journal of European Social Policy», 6, 1, pp. 17–37. | GOUGH, I. et al (2004). Insecurity and Welfare regimes in Asia, Africa, and Latin America. UK: Cambridge University Press.

Optional

Adésínà, Jìmí O. (2015). Return to a Wider Vision of Social Policy: Re-reading Theory and History. South African Review of Sociology, 46(3), 99-119. | Bender, Katja, Markus Kaltenborn and Christian Pfleiderer (eds.): Social Protection in Developing Countries. Reforming Systems. London/New York: Routledge. | CARMO, R. & BARATA, A. (2014). Estado social. De todos para todos. Lisboa: Tinta da China. | Castles, Francis G. (1989). Social protection by other means. In: Castles, Francis G. (ed.): The Comparative History of Public Policy (16-55). New York: Oxford University Press. | Ferre JC. Welfare regimes in twenty-first-century Latin America. Journal of International and Comparative Social Policy. 2023;39(2):101-127. doi:10.1017/ics.2023.16 | Gough, Ian (2013) Social policy regimes in the developing world. In: Kennett, Patricia, (ed.) A Handbook of comparative social policy. Edward Elgar Publishing Ltd, Cheltenham UK, pp. 205-224. | Hacker, J.S. & Pierson, P. (2002). Business power and social policy: employment and formation of the American welfare state, Politics & Society, 30(2), 277-325. | Haggard, Stephan and Robert R. Kaufman (2008). Development, Democracy, and Welfare States: Latin America, East Asia, and Eastern Europe. Princeton: Princeton University Press. | Hall, P. & Soskice, D (eds). Varieties of capitalism: the institutional foundations of comparative advantage. UK: OUP. | Han, S. Welfare regimes in Asia: convergent or divergent?. Humanit Soc Sci Commun 10, 818 (2023). https://doi.org/10.1057/s41599-023-02337-y | Heneghan, M., & Orenstein, M. A. Organizing for impact: International organizations and global pension policy. Global Social Policy, 19(1–2), 2019, pp. 65–86 | Korpi, Walter (1983). The Democratic Class Struggle. London: Routledge & Kegan Paul. | Lavers, T., & Hickey, S. (2016). Conceptualizing the politics of social protection expansion in low-income countries: the intersection of transnational ideas and domestic politics. International Journal of Social Welfare, 25, 388-398. | Martínez Franzoni, Juliana (2008). Capturing Constellations of Markets, Families, and Policies. Latin American Politics and Society, 50(2), 67-100. | Pierson, P. (1994), Dismantling the welfare state? Reagan, Thatcher, and the politics of retrenchment, Cambridge, Cambridge University Press. | Pierson, P. (ed.) (2001). The new politics of the Welfare State, Oxford, Oxford University Press | Seekings, Jeremy (2013). Welfare regimes and distribution across the global South: Theory and evidence in the construction of typologies. Working paper. | Seekings, J. The limits to ‘global’ social policy: The ILO, the social protection floor and the politics of welfare in East and Southern Africa. Global Social Policy, 19(1–2), 2019, pp. 139–158. | Taylor-Gooby P. (ed) (2004), New Risks, New Welfare: The Transformation of the European Welfare State, Oxford, Oxford University Press. | Yeates, N. & Holden, C. Understanding Global Social Policy. UK: Bristol University Press. | Wood, Geof and Ian Gough (2006). A Comparative Welfare Regime Approach to Global Social Policy. World Development, 34(10), 1696-1712.

"1. Welfare state models and mandatory social protection regimes
a. Wage-earning societies and social citizenship
b. Welfare regimes and economic development
c. The political properties of welfare states
d. The foundational differences – Bismarckian systems and Beveridgean systems
e. Mandatory social protection and decommodification
2. International social protection standards
a. Global instruments: human rights, SDGs and the 2030 Agenda, and specification of economic and social rights
b. The right to social security: the ILO conventions and recommendations
c. Regional strategies of expansion and enforcement of social rights
European Union and social rights
Other regional strategies and benchmarks
3. Expansion of social protection coverage (coverage and adequacy)
a. Diversity of maturation and development phases
b. Institutional capacity building, development of regulatory and legal frameworks, social protection culture
c. Relationship with labour market formalisation processes (distinguishing between informal economy or sectors and informal work)
d. Expansion of fiscal space, sources of financing and labour market dynamics
4. Recent transformations and adaptations of mandatory social protection systems
a. The debate on adapting to change: retrenchment vs. recalibration
b. Structural reforms and parametric reforms
c. Reforms in key areas of mandatory social protection
Old-age and disability pension systems
Unemployment protection
Protection in health and illness"

"Semester Long Evaluation:
- Active participation in the discussion forum (20%);
- Mini-tests and/or small weekly revision works of the contents discussed in the synchronous session and the resources made available on the e-learning platform (encouraging the readings of the recommended and complementary bibliography) (30%);
- Completion of a final individual written work on the contents of the program, in which the recommended theoretical reading references and other complementary ones on the defined topic will be integrated, as well as the exploration of information and substantive data (50%)."

Mandatory

Béland, D., Leibfried, S., Morgan, K. J., Obinger, H., & Pierson, C. (2021). The Oxford Handbook of the Welfare State. Oxford University Press. | Bender, K., Kaltenborn, M., & Pfleiderer, C. (Eds.). (2013). Social Protection in Developing Countries: Reforming Systems. Routledge. | Bonoli, G., & Natali, D. (Eds.). (2012). The Politics of the New Welfare State. Oxford University Press. | Esping-Andersen, G. (1990). The Three Worlds of Welfare Capitalism. Princeton University Press. | International Labour Organization (2024). World Social Protection Report 2024–26: Universal social protection for climate action and a just transition. | Hemerijck, A. (2013). Changing Welfare States. Oxford University Press. | Minkler, L. (Ed.). (2013). The State of Economic and Social Human Rights: A Global Overview. Cambridge University Press. | Pierson, P. (Ed.). (2001). The New Politics of the Welfare State. Oxford University Press.

Optional

Alcock, P., Erskine, A., & May, M. (Eds.). (1998). The student's companion to social policy. Blackwell. | Bonoli, G. (1997). Classifying welfare states: A two-dimension approach. Journal of Social Policy, 26(3), 351-372. | Barr, N. (2001). The welfare state as piggy bank: Information, risk, uncertainty, and the role of the state. Oxford University Press. | Barr, N. (2002). Reforming pensions: Myths, truths and policy choices. London School of Economics and Political Science Research Online http://eprints.lse.ac.uk/archive/00000286 | Bonoli, G. (2005). The politics of the new social policies: Providing coverage against new social risks in mature welfare states. Policy & Politics, 33(3), 431-449. | Carolo, D. F. (2015). Despesa e redistribuição na segurança social em Portugal: Análise da reforma de 2007 (Tese de doutoramento). Instituto de Ciências Sociais da Universidade de Lisboa. | Castel, R. (1998). As metamorfoses da questão social. Editora Vozes. | Clasen, J., & van Oorschot, W. (2002). Changing principles in European social security. European Journal of Social Security, 4(2), 89–115. | Craig, G., Burchardt, T., & Gordon, D. (Eds.). (2008). Social justice and public policy: Seeking fairness in diverse societies. The Policy Press. | Esping-Andersen, G. (2009). Incomplete revolution: Adapting welfare states to women's new roles. Polity Press. | Esping-Andersen, G. (1999). Social foundations of post-industrial economies. Oxford University Press. | Esping-Andersen, G. (2000). Um Estado-Providência para o século XXI. In M. J. Rodrigues (Coord.). Para uma Europa da inovação e do conhecimento. Celta Editora. | Esping-Andersen, G. (2002). Why we need a new welfare state. Oxford University Press. | Esping-Andersen, G. (Ed.). (1996). Welfare states in transition. Sage. | Esping-Andersen, G., & Palier, B. (2009). Três lições sobre o estado-providência. Campo da Comunicação. | Faist, T. (2009). The transnational social question: Social rights and citizenship in a global context. International Sociology, 24(1), 7–35. | Ferrera, M. (2000). A reconstrução do estado social na Europa meridional. Análise Social, 151-152, 457-475. | Gough, I., & Wood, G. D. (2004). Insecurity and welfare regimes in Asia, Africa, and Latin America: Social policy in development contexts. Cambridge University Press. | Hespanha, P., & Carapinheiro, G. (Orgs.). (2001). Risco social e incerteza: Pode o estado-social recuar mais?. Afrontamento. | Hemerijck, A. (2020). Comparative welfare state research in a bind? Stato e Mercato, 40(2), 229-256. | Hill, M. (2006). Social policy in the modern world: A comparative text. Blackwell. | Holmwood, J. (2000). Three pillars of welfare state theory: T. H. Marshall, Karl Polanyi and Alva Myrdal. European Journal of Social Theory, 3(1), 23-43. | Holzmann, R., & Hinz, R. (2005). Old-age income support in the 21st century: An international perspective on pension systems and reform. World Bank Publications. | Hurrelmann, A., Leibfried, S., Martens, K., & Mayer, P. (2007). The golden-age nation state and its transformation: A framework for analysis transforming the golden-age nation state. Palgrave Macmillan. | Kaufmann, F. X. (2012). Towards a theory of the welfare state. In European foundations of the welfare state (pp. 248-276). Bergahn Books. | Kennett, P. (Ed.). (2006). A handbook of comparative social policy. Edward Elgar Publishing. | Korpi, W. (1989). Power, politics, and state autonomy in the development of social citizenship: Social rights during sickness in eighteen OECD countries since 1930. American Sociological Review, 54(3), 309–328. | Leibfried, S. (Ed.). (2001). Welfare state futures. Cambridge University Press. | Leibfried, S., & Mau, S. (Eds.). (2008). Welfare states: Construction, deconstruction, reconstruction. Edward Elgar Publishing. | Luhmann, N. (1990). Political theory in the welfare state. Walter de Gruyter. | Marshall, T. H. (2009). Citizenship and social class. In J. Manza & M. Sauder (Eds.), Inequality and society. W.W. Norton. | Mozzicafreddo, J. (2002). Estado providência e cidadania em Portugal. Celta. | Offe, C. (1983). Competitive party democracy and the Keynesian welfare state: Factors of stability and disorganization. Policy Sciences, 15(3), 225–246. | Pierson, C. (1998). Beyond the welfare state: The new political economy of welfare. Polity Press. | Pierson, C., & Castles, F. G. (Eds.). (2006). The welfare-state reader (2nd ed.). Polity Press. | Pierson, P. (1994). Dismantling the welfare state? Reagan, Thatcher and the politics of retrenchment. Cambridge University Press. | Silva, P. A., & Pereira, M. T. (2016). O estado social português: Entre a maturação e os constrangimentos externos. In C. P. Teixeira (Coord.), Política comparada: O sistema político português numa perspetiva comparada. Principia. | Taylor-Gooby, P. (Ed.). (2005). New risks, new welfare: The transformation of the European welfare state. Oxford Policy Press. | Taylor-Gooby, P., Leruth, B., & Chung, H. (2017). After austerity: Welfare state transformation in Europe after the great recession. Oxford University Press. | Zapf, W. (1984). Welfare production: Public versus private. Social Indicators Research, 14(3), 263–274.

1. Forms of social protection in solidarity:
• Civil society, the third sector and the social economy;
• The Church and welfare models;
• Informal networks and the role of carers.
2. Place, sustainable development and social capital:
• The social and solidarity economy and local development;
• Community, social capital and empowerment;
• Local democracy and participation.
3. Resilience, well-being and communities:
• Neoliberalism and the promotion of social resilience;
• Community resilience and policy challenges;
• Prevention, risk, vulnerability and well-being.
4. Post-neoliberalism and the reincrustration of the economy:
• Alternatives for development: buen vivir and solidarity economies;
• Solidarity communities and interdependence policies.
5. Collective action, social movements and trade unionism:
• Precarious lifestyles and the challenges of collective action;
• Local problems, global solutions and transnational solidarity;
• Social movements, social justice and human rights.

Assessment throughout the semester:
- Active participation in the UC discussion forum, including initiating a discussion topic and responding to at least two topics created by other participants (20%);
- Weekly mini-tests to review the content discussed in the synchronous session and the resources available on the e-learning platform (30%);
- Completion of a final written individual assignment on the contents of the syllabus with a maximum length of 8,000 words (50%). The work should consist of presenting and discussing a practical case of an initiative, project or organisation related to the syllabus, including a theoretical framework, an empirical analysis and a critical discussion of the results.

Assessment by Exam:
- The course does not provide for assessment by examination.

Mandatory

CALVO, S., MORALES, A., & ZIKIDIS, Y. (ed.) (2017), Social and Solidarity Economy: The World’s Economy with a Social Face, Routledge. | FRIEDMANN, J. (1992), Empowerment: The Politics of Alternative Development, Blackwell. | LAVILLE, J.-L. (1992), The Solidary Economy: Diverse Economies and Livable Worlds, University of Minnesota Press. | JOSEPH, J. (2015), “Resilience as embedded neoliberalism: A governamentality approach”, Resilience, 1(1), pp. 38-52. | PUTNAM, R. D. (1993), Making Democracy Work: Civic Traditions in Modern Italy, Princeton University Press. | ROY, A. (2010), Poverty Capital: Microfinance and the Making of Development, Routledge. | SCHUMACHER, E. F. (1975 [1973]), Small is Beautiful: Economics as if People Mattered, Perennial Library. | WILSON, G. A. (2012), Community resilience and environmental transitions, Routledge.

Optional

ABERS, R. N. (2000), Inventing Local Democracy: Grassroots Politics in Brazil, Lynne Rienner Publishers. | AGNITSCH, K., FLORA, J., & RYAN, V. (2006), “Bonding and Bridging Social Capital: The Interactive Effects on Community Action”, Community Development: Journal of Community Development Society, 37(1): 36-51. DOI: 10.1080/15575330609490153 | ANDERI, F. (2016), “The myth of the local: How international organizations localize norms rhetorically”, The Review of International Organizations, 11: 197-218. DOI: 10.1007/s11558-016-9248-x | BAUMAN, Z. (2004), Wasted Lives: Modernity and its Outcasts, Polity. | BHATTACHARYYA, J. (2004), “Theorizing Community Development”, Community Development, 34(2): 5-34. DOI: 10.1080/15575330409490110 | BLAIKE, P. (2006), “Is Small Really Beautiful? Community-based Natural Resource Management in Malawi and Botswana”, World Development, 34(12): 1942-1957. DOI: 10.1016/j.worlddev.2005.11.023. | BRADLOW, B. H. (2015), “City learning from below: urban poor federations and knowledge generation through transnational, horizontal exchange”, International Development Planning Review, 37(2): 129-142. DOI: 10.3828/idpr.2015.12 | CALADO, A., CAPUCHA, L., GRAY, J. & WÓDZ, K. (2022), “Fighting poverty in times of crisis in Europe: Is resilience a hidden resource for social policy?”, Comparative Sociology, 21(4), pp. 447-472. | CARMO, R. M., CALEIRAS, J., ROQUE, I., & ASSIS, R. V. (2021), O Trabalho Aqui e Agora: Crises, percursos e vulnerabilidades, Tinta-da-China. | CARMO, R. M. (2012), “Coesão e Capital Social: Uma perspetiva para as políticas públicas”, in L. Veloso, & R. M. Carmo, A Constituição Social da Economia, Mundos Sociais. | CONNELL, D. (1997), “Participatory Development an approach sensitive to class and gender”, Development in Practice, 7(3): 248-259. DOI: 10.1080/09614529754486 | COOKE, B., & KOTHARI, U. (eds.) (2001), Participation: The New Tyranny?, Zed Books. | DAGDEVIREN, H., DONOGHUE, M. & PROMBERGER, M. (2016), “Resilience, hardship and social conditions”, Journal of Social Policy, 45(1), pp. 1-20. | DeFILIPPIS, J. (2001), “The myth of social capital in community development”, Housing Policy Debate, 12(4): 781-806. DOI: 10.1080/10511482.2001.9521429 | DONOGHUE, M. & EDMISTON, D. (2020), “Gritty citizens? Exploring the logic and limits of resilience in UK social policy during times of socio-material insecurity”, Critical Social Policy, 40(1), pp. 7-29. | EROL, M. E., & ŞAHIN, Ç. E. (2023), “Labour unions under neoliberal authoritarianism in the Global South: the cases of Turkey and Egypt”, Canadian Journal of Development Studies, 44(1): 131-150. DOI: 10.1080/02255189.2022.2119945 | ESTÊVÃO, P., CALADO, A., & CAPUCHA, L. (2017), “Resilience: Moving from a ‘heroic’ notion to a sociological concept”, Sociologia, Problemas e Práticas, 85, pp. 9-25. | EVANS, M. (2015), “Trade Unions as Human Rights Organizations”, Journal of Human Rights Practice, 7(3): 466–483. DOI:10.1093/jhuman/huv009 | GOLDFRANK, B. (2011), Deepening Local Democracy in Latin America – Participation, Decentralization, and the Left, The Pennsylvania University Press. | GOLDERNBERG, D. (2008), “Grassroots women’s leadership and ‘deepening democracy’: the Huairou Commission’s Local to Local Dialogue replication”, Gender & Development, 16(3): 443-456. DOI: 10.1080/13552070802465292 | GROVE, K. (2013), “On resilience politics: From transformation to subversion”, Resilience, 1(2), pp. 146–153. | HOLLENDER, R. (2015), “Post-Growth in the Global South: The Emergence of Alternatives to Development in Latin America”, Socialism and Democracy, 29(1): 73-101. DOI: 10.1080/08854300.2014.998472 | JOSEPH, J. (2016), “Governing through failure and denial: The new resilience agenda”, Millennium, 44(3), pp. 370-390. | KERSBERGEN, K. van (2011), “From charity to social justice: religion and the European welfare state traditions”, in P. Kettunen & K. Petersen (eds.), Beyond Welfare State Models: Transnational Historical Perspectives on Social Policy, Edward Elgar. | KERSBERGEN, K. van (1995), Social Capitalism: A study of Christian Democracy and the Welfare State, Routledge. | MARSHALL, T. H. (1981), The Right to Welfare and Other Essays, Heinemann. | MERINO, R. (2016), “An alternative to ‘alternative development’?: Buen vivir and human development in Andean countries”, Oxford Development Studies, 44(3): 270-286. DOI: 10.1080/13600818.2016.1144733 | MIGLIARO, L. R. (2023), “Local Community Development and the Social and Solidarity Economy”, in I. Yi et al. (eds), Encyclopedia of the Social and Solidarity Economy, Edward Elgar Publishing: 264-271. | MITLIN, D. (2008), “With and beyond the state – co-production as a route to political influence, power and transformation for grassroots organizations”, Environment and Urbanization, 20(2): 339-360. DOI: 10.1177/0956247808096117 | MOHAN, G., & STOKKE, K. (2000), “Participatory development and empowerment: The dangers of localism”, Third World Quarterly, 21(2): 247-268, DOI: 10.1080/01436590050004346 | MONNI, S., & PALLOTTINO, M. (2015), “Beyond growth and development: Buen vivir as an alternative to current paradigms”, International Journal of Environmental Policy and Decision Making, 3(1): 184-204. DOI: 10.1504/ijepdm.2015.074300 | PROKOPY, J., & CASTELLOE, P. (1999), “Participatory Development: Approaches From the Global South and the United States”, Community Development, 30(2): 213-231, DOI: 10.1080/15575339909489722 | ROCKENBAUCH, T., & SAKDAPOLRAK, P. (2017), “Social networks and the resilience of rural communities in the Global South: a critical review and conceptual reflections”, Ecology and Society, 22(1): 10. DOI: 10.5751/ES-09009-220110 | SANCHEZ-JANKOWSKI, M. (2008), Cracks in the Pavement: Social Change and Resilience in Poor Neighborhoods, University of California Press. | SANDBROOK, R. (2011), “Polanyi and Post-neoliberalism in the Global South: Dilemmas of Re-embedding the Economy”, New Political Economy, 16(4): 415-443, DOI: 10.1080/13563467.2010.504300 | SEN, A. (1985a), Commodities and Capabilities, North-Holland. | SEN, A. (2009), A Ideia de Justiça, Almedina. | VANDEMOORTELE, J. (2002), “Are we really reducing global poverty?”, in P. Townsend & D. Gordon, World Poverty: New policies to defeat an old enemy, Bristol University Press, pp. 377-400. | WEBSTER, E., LUDWIG, C., MASIKANE F., & SPOONER, D. (2022), “Beyond traditional trade unionism: innovative worker responses in three African cities”, in A. Bieler & J. Nowak (eds), Labour Conflicts in the Global South, Routledge. | WILSON, G. A. (2013), “Community resilience, policy corridors and the policy challenge”, Land Use Policy, 31: 298-310.

S1.Social and historical processes
a. Capitalism, market and crises
b. Permanent austerity
c. Between the center and the periphery
S2.Social categories and vulnerabilities
a. New and old risks
b. Poverty and social exclusion
c. Unemployment, precariousness and undeclared work
S3.Social protection and citizenship
a. Contributory and non-contributory regime
b. Passive and active policies
c. Social benefits and minimums
S4.Services and social responses
a. Covers, supports and equipment
b. Public services and digitalization
c. Decentralization and complementarities
S5.Decommodification and emancipation
a. Universalism and (un)conditionalities
b. Basic income
c. Job guarantee

Semester Long Evaluation:
- Active participation in the discussion forum (20%);
- Mini-tests and/or small weekly revision works of the contents discussed in the synchronous session and the resources made available on the e-learning platform (encouraging the readings of the recommended and complementary bibliography) (30%);
- Completion of a final individual written work on the contents of the program, in which the recommended theoretical reading references and other complementary ones on the defined topic will be integrated, as well as the exploration of information and substantive data (50%).

Mandatory

Bender, K., M. Kaltenborn & C. Pfleiderer (Eds.) (2013). Social Protection in Developing Countries. Reforming Systems. London/New York: Routledge | Barrientos, A. (2013). Social Assistance in Developing Countries. Cambridge: Cambridge University Press | Bonoli, G., & Natali, D. (Eds.). (2012). The politics of the new welfare state. Oxford: Oxford University Press. | Carmo, R. M., Caleiras, J., Roque, I., & Assis, R. (2021). O trabalho aqui e agora: crises, percursos e vulnerabilidades. Tinta-da-China. | Esping-Andersen, G. (1990). The three worlds of welfare capitalism. Princeton: Princeton University Press. | Häusermann, S. (2012). The politics of old and new social policies. In G. Bonoli & D. Natali (Eds.), The politics of the new welfare state (pp. 111–132). Oxford: Oxford University Press. | Hemerijck, A. (2013). Changing welfare states. Oxford: Oxford University Press

Optional

Burroni, L., Pavolini, E., & Regini, M. (Eds.). (2022). Mediterranean capitalism revisited: One model, different trajectories. NY: Cornell University Press | Caleiras, J., & Carmo, R. M. (2024). The politics of social policies in Portugal: Different responses in times of crises. Social Policy & Administration, 1–17. https://doi.org/10.1111/spol.13008 | Caleiras, J., & Carmo, R. M. (2022). A articulação das políticas de emprego e de proteção em Portugal: cinco décadas demovimentos nem sempre virtuosos. Lisboa: CoLABOR Ebooks. https://www.colabor.pt/ebooks/a-articulacao-das-politicas-de-emprego-e-de-protecao-em-portugal | Carmo, R. M., Caleiras, J., Roque, I., & Assis, R. (2023). O mundo do trabalho a partir de baixo. Retratos e percursos. Lisboa: Mundos Sociais. | Carmo, R.M. & Barata, A. (2014). Estado Social: De Todos para Todos. Tinta-da-China | Clasen, J., & Mascaro, C. (2022). Activation: A thematic and conceptual review. Journal of European Social Policy, 32(4), 484–494 | Hemerijck, A. (2012). Two or three waves of welfare state transformation? In N. Morel, B. Palier, & J. Palme (Eds.), Towards a social investment welfare state? Ideas, policies and challenges (pp. 33–60). Bristol: Bristol University Press | Silva, M. C., Hespanha, P., & Caldas, J. M. C. (Eds.). (2017). Trabalho e políticas de emprego: um retrocesso evitável. Actual | Standing, G. (2011). The precariat. The new dangerous class. Bloomsbury | Taylor-Gooby, P. (Ed.). (2004). New risks, new welfare: The transformation of the European welfare state. Oxford: Oxford University Press

"PC1. Contextualization and problematization of concepts and theoretical-methodological approaches related to the monitoring and evaluation of public policies.
PC2. Introduction to methodologies of microsimulation modelling for policy analysis PC3. Introduction to the fundamental steps in preparing scientific reports.
PC4. Presentation of thematic workshops on methodological approaches and specific experiences.
PC5. Survey on policies to be monitored: preparation, presentation and discussion of monitoring reports."

"Assessment throughout the semester:
- Active participation in the discussion forum (20%);
- Mini-tests and/or weekly short assignments reviewing the content discussed in the synchronous session and the resources available on the e-learning platform (encouraging readings from the recommended and supplementary bibliography) (20%);
- Fulfillment of a final individual report on monitorization of a public policy(60%)."

Mandatory

CAPUCHA, L. & CARAMELO, S. (2024), Ciências Sociais Aplicadas: Planeamento e Avaliação de Políticas Públicas, Almedina. | FERRÃO, J. & PAIXÃO, J. M. P. (orgs.) (2018), Metodologias de Avaliação de Políticas Públicas, Imprensa da Universidade de Lisboa. | FISCHER, F., & MILLER, G. (eds.) (2007), Handbook of Public Policy Analysis: Theory, Politics, and Methods, Routledge. | FUNNELL, S. & ROGERS, P. J. (2011), Purposeful Program Theory: Effective Use of Theories of Change and Logic Models, Jossey-Bass. | FURLONG, S.R., & KRAFT, M. E. (eds.) (2010), Public Policy: Politics, Analysis, and Alternatives, CQ Press. | PAWSON, R. & TILLEY, N. (1997), Realistic Evaluation, Sage. | STUFFLEBEAM, D. L. & CORYN, Chris L. (2014), Evaluation Theory, Models and Applications, Wiley and Sons.

Optional

VAITSMAN, J.; RODRIGUES, R.W. S.; PAES-SOUSA, R. (2006), O Sistema de Avaliação e Monitoramento das Políticas e Programas Sociais: a experiência do Ministério do Desenvolvimento Social e Combate à Fome do Brasil, UNESC, Policy papers, 17.