In the first phase of the project, Morocco, South Africa, Cameroon and Kenya were selected to participate in the research, analysis, and policy recommendations program, which significantly enhanced the evidence base for efficient and thoughtful redistributive fiscal policy that protects poor and vulnerable households from further impoverishment.  Each of these countries learned from, and in some cases incorporated, the successful programmatic experiences from the others. The work program that the AFD-CEQ partnership encompasses also promoted skills sharing and capacity building between countries.

Part of the second phase of this project focuses on Senegal, which is facing a number of important, sometimes contradictory challenges, likely to bring about lasting changes to the social contract and the redistribution of national income, such as: 

• the development of gas and oil deposits (and the collection of the associated tax revenues),
• the implementation of a just energy transition partnership (JETP), which at the same time calls for the decarbonisation of growth,
• the desired extension of social protection schemes (health, retirement) to accompany a demographic transition that is still underway,
• the dismantling of energy subsidies to finance more infrastructure and develop better-targeted subsidies for poor households. 

There is strong social demand for policies to reduce inequality, but this is taking place against a backdrop of regional instability, increased conflict, global inflation and global warming.

This analysis will be conducted in partnership with the Directorate General of Planning and Economic Policies of the Senegalese Ministry of Planning and the World Bank.
 

The development of the CEQ Assessments, which are the centerpiece of the AFD-CEQ Institute partnership, accomplish two major objectives simultaneously:

1. The implementation of CEQ Assessments builds an empirical evidence base (country by country) of the redistributive and poverty-reduction impact of fiscal policy broadly, as well as of individual fiscal elements (revenues or expenditures).
2. The implementation of CEQ Assessments together with local research teams completes a knowledge and skill transfer to researchers and policy officers who will remain close to the ongoing policy debate and policy-making bodies who benefit from having this information at their disposal.  

The AFD-CEQ Institute partnership therefore leaves in place the basic human infrastructure necessary for additional fiscal incidence analysis, including forward-looking policy simulation.

As part of the second phase of the project, the aim is for Senegal to master the CEQ tax incidence analysis tool and study a series of pro-poor reforms to reduce social and/or regional inequalities. 

The expected deliverable is a report quantifying the impact of 5 areas of reform (cost, effects, financing).

The CEQ Assessment is a comprehensive and rigorous tax and benefit incidence analysis which enables to have an active engagement with the policy community.It is designed to address the following four questions: 

1. How much income redistribution and poverty reduction are being accomplished through fiscal policy?
2. How equalizing and pro-poor are specifics taxes and government spending?
3. How effective are taxes and government spending in reducing inequality and poverty?
4. What is the impact of fiscal reforms that change the size and/or progressivity of a particular tax or benefit?

In order to address these questions, experts from the CEQ working along with AFD researchers and local researchers teams implemented the CEQ methodology in Morocco, South Africa, Cameroon and Kenya, and will do so in Senegal.

Once done, the objective is to mainstream the use of CEQ Assessments:

• By reaching out to the policy community through partnerships and policy forums;
• By disseminating findings through an active communication and advocacy program, undertaken in conjunction with key partners in the research, philanthropic and social activist communities.

You can find below the various publications related to this research project.

In 2015, the level of access to “improved” water services in Bolivian cities was 97%, while that of wastewater treatment services was limited to 61%. Beyond these general data, the available data on the rates of access to water-supply services does not necessarily reveal other types of urban inequality related to water. Such inequality concerns not just technical access to the network, which, incidentally, is easily recognizable on a servicing map.

They also involve, for example, the question of inequality linked to payment for the service. This type of data is more difficult to obtain, because it is linked to household composition, usage practices, consumption level, and of course income. Another type of inequality arises from the nature of the service provider. The public water service is not the only form of provision of service in cities: there are also small socio-technical systems decentralized at the neighborhood level, which sometimes substitute for the main system or provide supplementary service. They generally offer basic service of acceptable quality and with lower rates, but require active participation by users in collective maintenance work. In addition, a new aspect of inequality is related to the location of some households more exposed than others to the weakness of the main system. This phenomenon was clearly seen during the 2016 water crisis in La Paz, whose southern neighborhoods were deprived of water service for several weeks. Other factors of inequality can be identified, such as the political tendency or social-mobilization capacity of some networks. These factors can sometimes act as real comparative advantages that can sometimes constitute real comparative advantages in the priorities of access to water services and sanitation.

This project is part of the first phase of the Research Facility on Inequalities, coordinated by AFD and funded by the European Commission's Directorate-General for International Partnerships over the 2017-2020 period. The first phase of the Facility has led to the conduct of 22 research projects and the publication of around 100 research papers and policy briefs.

This research project is being led by a multidisciplinary team under the coordination of CIDES-UMSA. It seeks to examine and analyze the various types of inequality linked to water and sanitation services in La Paz-El Alto, as well as their trends in recent years, above and beyond the typical determinants such as income (vertical inequalities) and localization (spatial inequalities). In fact, the researchers are also interested in other, less-studied types of determinants, such as exposure to climate change, social representations, and political resources, all of which can affect social cohesion. The objective is to obtain a new interpretation of urban inequalities in La Paz-El Alto, in order to fuel dialog with municipal and sectoral authorities.

This project also seeks to support Bolivian research, through training, methodology workshops, and participation in international conferences, etc.

This research project follows a multi-disciplinary and multi-theme approach that combines qualitative field surveys covering different areas of the two cities, on key subjects related to i) inequality in water services (trends in services on the urban fringe, small-scale systems, socio-political resources in neighborhoods, shared uses of water in the city, etc.), ii) historical analyses (how inequality in the services started), and iii) statistical analyses. The approach also involves working in connection with the municipal research services. The results from these different surveys and analyses will be discussed regularly at workshops for sharing experiences.

Find the presentation of the research paper “Inequalities related to urban water services in La Paz-El Alto, Bolivia” by Sarah Botton (AFD research officer) and Patricia Urquieta (CIDES-UMSA researcher) during the third webinar of the Research Facility on Inequalities:

You may find the research papers linked to this project here:

• An overview of inequalities in urban water services in Bolivia
• Conflicts and tensions over water ownership in the territory of the urban-rural interface of Hampaturi, municipality of La Paz
• When governance fails: institutional asymmetries in water management in the municipality of La Paz
• Landscape of springs and collective outdoor laundries in the city of La Paz
• The ‘urbanization of water’ in La Paz, Bolivia: historical and conceptual perspectives
• Persistence of inequality in access to water: a look at the actions of women in peri-urban territories of the city of El Alto
• Territorial inequalities expressed in children's health in two neighborhoods with access to water in the city of El Alto
• Corporate citizenship and water urbanization on the outskirts of El Alto

You may find the policy briefs here:

• Springs and collective laundries in the City of La Paz, notes for their management
• Access to water : persistence of inequalities in the life of women
• Municipal planning and inter-institutional coordination for good water management
• Water and Sanitation works with Neighborhood Participation: regulated and transparent
• Water provision and management of urban-rural interface territories
• Water in the city of El Alto, a right that arrives incomplete

Contact:

• Sarah Botton, Research Officer, AFD
• Patricia Urquieta, CIDES-UMSA

Contactos:

• Sarah Botton, coordinadora de investigación en la AFD
• Patricia Urquieta, profesora-investigadora CIDES-UMSA

According to the official Jordanian population census, there were an estimated 1.2 million Syrian refugees in the country as of November 2015. This figure corresponds to between 10% and 12% of the population. Approximately 660,000 of them are registered as “asylum seekers” by the UNHCR. But their number has been decreasing since 2015, probably because of migration, especially back to their home country.

The percentage of Syrian refugees who do not wish to live permanently in the three UN-run refugee camps in northern Jordan surpasses 90%. This is why they are settling in cities or the nearby rural areas, where they rent apartments and often live in unsuitable housing. Their main motivation for doing so is access to jobs.

This population influx to the cities has an impact on housing, services, activities, income, and the distribution of resources among urban residents. It can heighten the inequalities among the people living in Jordan, in particular between Jordanians and foreigners (1.7 million foreigners live in Jordan).

The first part of the study focuses on the dynamics of economic inequality between households in Amman and Irbid, using the 2010 and 2016 Jordan Labor Market Panel Survey (JLMPS) and the 2013 and 2016 Household Expenditure and Income Survey (HEIS).

The second part of the study examines housing inequality among residents of Amman and Irbid. This section looks at both housing as a cost (household expenditures) and housing as a source of income (renting, selling, etc.).

Many inequality indicators will be used: the Gini coefficient as well as the  Atkinson index and the P90/P10 ratio, for example.

The data will come from:

• studies from 2010 and 2016 on the Jordanian labor market (Jordan Labor Market Panel Surveys);
• 2004 and 2015 population censuses (Jordanian Department of Statistics);
• data on household incomes and expenditures (Household Expenditure and Income Surveys, HEIS), 2013 and 2016;
• UNDP data on socio-economic inequalities in Jordan; and
• UNHCR data.

The research team is made up of two economists, one geographer, and one sociologist on the Jordanian side, and one economist and one urban planner on the AFD side.

• Irène Salenson, Research Officer, AFD
• Abdel Baset Athamneh, Head, Department of Economics, Yarmouk University