A/64/279
B.
Respecting the principles of equality and non-discrimination
64. A human rights-based approach requires that States fulfil their duty to protect
against risks and contingencies in an equitable and non-discriminatory manner.
Accepting these underlying principles entails carefully screening policy choices in
order to avoid the unfair exclusion of groups that would require protection.
65. This also implies a preference for schemes that are universal over those that
benefit only a specific category of persons (for example, a pension for all persons
over a certain age rather than only some in the age group). Even within targeting
schemes, the principles of equality and non-discrimination must be respected, which
makes the definition of criteria for targeting social policies a constant challenge for
those working in this area.
66. Eligibility criteria utilized in targeted programmes must be fair, reasonable,
objective and transparent, and individuals must have access to mechanisms for
redress in case of errors. Targeted schemes must also avoid stigmatization of the
beneficiaries.
67. To comply with these requirements in times of resource constraints, targeted
schemes should be categorized broadly (for example, by age, location, widely
recognized degree of exclusion), and within categories each provision should be
universal (for example, universal coverage for everyone over 65). As capacity
evolves, more sophisticated approaches to targeting can be adopted. In addition,
measures must be taken to ensure that the coverage will be progressively extended
to all when economic recovery takes place and public revenues improve.
68. Political decisions should be informed by the universality of human rights and
by the capability of the State. Often, targeted programmes are expensive and
difficult to implement, and they reduce social solidarity. Moreover, experience
shows that technical problems in the design prevent targeted programmes from
actually reaching the most vulnerable. Moreover, empirical research shows that
careful targeting of programmes has not been accompanied by greater poverty
reduction and that levels of exclusion remain high because of the data used. In a
country-specific study, the World Bank estimated that the targeting criteria of one
programme were as follows: “be uninformative, or even deceptive, about impacts on
poverty and cost-effectiveness in reducing poverty”. 35 Studies have also shown that
programmes in Latin America carried levels of under-coverage varying between
26 to 84 per cent. 36 In this sense, universal programmes may in fact provide better
coverage than targeted ones and they are less costly, especially in countries where
administrative capacities are limited.
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35
36
16
“How relevant is targeting to the success of an antipoverty program?” Policy Research Working
Paper 4385 (Washington, D. C., November 2007).
Thandika Mkandawire, “Targeting and Universalism in Poverty Reduction”, Social Policy and
Development Programme Paper Number 23 (United Nations Research Institute for Social
Development, December 2005).
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