課程大綱

課程資訊

課程名稱

歐盟社會政策專題
Seminar on the Eu Social Policy

開課學期

100-1

授課對象

社會科學院國家發展研究所

授課教師

施世駿

課號

NtlDev5251

課程識別碼

341 U8670

班次

學分

全/半年

半年

必/選修

必修

上課時間

星期一3,4(10:20~12:10)

上課地點

國發210

備註

總人數上限：20人

Ceiba 課程網頁

http://ceiba.ntu.edu.tw/1001NtlDev5251

課程簡介影片

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課程概述

就歷史的觀點來看，福利國家制度是民族國家的綱領計畫。但是歐盟在歐洲整合的步驟卻逐漸影響到國家層次的社會政策。因此歐洲社會政策（European Social Policy）一詞就具有雙重意義：在西歐各福利國家的社會政策以及〈直接或間接的〉歐盟社會政策。除了注意個別福利國家的制度動態以外，我們更不能忽視歐盟在這個領域日增的影響力。
本課程處理歐洲社會政策的兩個層面：會員福利國家的福利制度及歐盟超國家的治理，主要的重點則是放在後者。有鑒於國家的福利制度，將討論在西歐有那些不同的類型及各國的傳統，以及它對歐盟治理的意涵。

課程目標

本課程將以此為前提處理以下兩大問題組合。首先是以敘述的方式來解釋歐盟的政治機構如何形成及其具備的能力，這點與歐盟調控機制的問題息息相關。其次，分析歐盟社會政策如何在此框架下發展，及其對各個福利國家的影響。接下來以不同的政策領域為例，闡明不同政策領域之間的進展落差：結構基金、性別平等政策、勞資關係、彈性安全勞動市場政策、以及老年保障政策。課程的第三部分將討論歐洲社會政策的未來展望做為結論，從歐盟東擴及歐盟里斯本條約發展的觀點，看是否有所謂的歐洲社會模式。

課程要求

預期每週課後學習時數

Office Hours

每週三 10:30~12:00 備註： (or by appointment)

指定閱讀

第一週（9/12）中秋節放假。

第二週（9/19）導論I：歐洲統合與福利國家

第三週（9/26）導論II：歐洲統合歷史簡介
* 黃偉峰（2007），歐洲聯盟的組織與運作，第二版。台北：五南。頁25-78。

第四週（10/03）福利國家的差異：對歐洲化挑戰的回應
* Kvist, J. and Saari, J. (2007), The Europeanisation of Social Protection. Bristol: The Policy Press. Pp. 1-20, 229-248.
Ferrera, M. (2005), The Boundaries of Welfare: European Integration and the New Spatial Politics of Social Protection. Oxford: Oxford University Press. Chapter 4 (Pp. 111-166).
呂建德(2001)，從福利國家到競爭式國家？全球化與福利國家的危機。《台灣社會學》，2: 263-313.
Menz, G. (2003), Re-regulating the Single Market: National Varieties of Capitalism and Their Responses to Europeanization. Journal of European Public Policy 10 (4): 532-555.

第五週（10/10）國慶日放假。

第六週（10/17）歐盟的社會政策：發展的趨勢及解釋
* Leibfried, S. (2010), Social Policy: Left to the Judges and the Markets? In: H. Wallace, W. Wallace and M. A. Pollack (eds), Policy-Making in the European Union. Oxford: Oxford University Press. (Pp. 253-281).
Manow, P. et al. (2008), Europe's Party-Political Center of Gravity, 1957-2003. Journal for European Public Policy 15(1), 20-39.
Falkner, G. (2003), The EU’s Social Dimension. In: M. Cini (ed.), European Union Politics, Oxford: Oxford University Press. Pp. 264-277.

第七週（10/24）歐盟的多層次體系與社會政策治理
* Treib, O., Baehr, H. and Falkner, G. (2007), Modes of Governance: Towards a Conceptual Clarification. Journal of European Public Policy 14 (1): 1-20.
Kassim, H. and Le Gales, P. (2010), Exploring Governance in a Multi-Level Polity: A Policy Instruments Approach. West European Politics, 33 (1): 1-21.
黃偉峰（2003），剖析歐洲聯盟正在成形的治理體系，《歐美研究》33, 2：291-344。
Leibfried, S. and Pierson, P. (1995), Multitiered Institutions and the Making of Social Policy. In: Leibfried, S. & Pierson, P. (eds.), European Social Policy: Between Fragmentation and Integration. Washington: The Brookings Institution. Pp. 1-40
Falkner, G. and Treib, O. (2007), Bargaining and Lobbying in EU Social Policy, in: David Coen and Jeremy J. Richardson (eds.), Lobbying the European Union: Institutions, Actors and Issues. Oxford: Oxford University Press.

第八週（10/31） “軟性法”治理：開放協調法
*施世駿（2005），歐盟新治理模式與社會政策發展：「開放協調法」興起的歷史脈絡與政策意涵。《臺灣社會福利學刊》，四期一卷，頁1-50。
* Tholoniat, L. (2010), The Career of the Open Method of Coordination: Lessons from a ‘soft’ EU Instrument. West European Politics, 33 (1): 93-117.
Borras, S. and Jacobsson, K. (2004), The Open Method of Coordination and New Governance Patterns in the EU. Journal of European Public Policy 11 (2): 185-208.
Jacobsson, K. (2004), Soft Regulation and the Subtle Transformation of States: The Case of EU Employment Policy. Journal of European Social Policy 14, 4: 355-370.
Scharpf, F. W. (2002), The European Social Model: Coping with the Challenges of Diversity. Journal of Common Market Studies, 40, 4: 645-670.
De Schutter, O. and Deakin, S. (2005), Social Rights and Market Forces: Is the Open Coordination of Employment and Social Policies the Future of Social Europe? Bruxelles : Bruylant.

第九週（11/07）演講

第十週（11/14）會員國執行歐盟的規定：順從還是違背？
* Mastenbroek, E. (2005), EU Compliance: Still a „Black Hole“? Journal of European Public Policy 12 (6): 1103-1120.
* Versluis, E. (2007), Even Rules, Uneven Practice: Opening the “Black Box” of EU Law in Practice. West European Politics 30 (1): 50-67.
Toshkov, D. (2007), Transposition of EU Social Policy in the New Member States. Journal of European Social Policy 17 (4): 335-348.
Steunenberg, B. (2007), A Policy Solution to the European Union’s Transposition Puzzle: Interaction of Interests in Different Domestic Arenas. West European Politics 30 (1): 23-49.
Falkner, G. et al. (2005), Complying with Europe. Cambridge: Cambridge University Press.

第十一週（11/21）政策領域I：勞資關係的管理
* Gold, M., Cressey, P., and Leonard, E. (2007), Whatever Happed to Social Dialogue? From Partnership to Managerialism in the EU Employment Agenda. European Journal of Industrial Relations, 13 (1): 7-25.
Goetschy, J. (2005), The European Social Dialogue in the 1990s: Institutional Innovations and New Paradigms. Transfer 11 (3): 409-422.
de Vos, M. (2003), A Decade Beyond Maastricht: The European Social Dialogue Revisited. The Hague: Kluwer Law International, pp. 3-32. (Chap. 1)
Falkner, G. (1998), EU Social Policy in the 1990s: Towards a Corporatist Policy Community. London: Routledge.
Huemer, G., Mesch, M. & Traxler, F. (eds.) (1999), The Role of Employer Associations and Labour Unions in the EMU: Institutional Requirements for European Economic Policies. Aldershot: Ashgate.

第十二週（11/28）政策領域II：彈性安全的勞動市場政策
* Wilthagen, T. and Tros, F. (2004), The Concept of ‘Flexicurity’: A New Approach to Regulating Employment and Labour Markets. Transfer, 2: 166-186.
黃志隆、張世雄（2005），〈就業成長的達成與社會安全維繫－荷蘭社會改革的理論爭議與政策意涵〉，《歐美研究》，35(2): 405-458。
European Commission (2007), Towards Common Principles of Flexicurity: More and Better Jobs through Flexibility and Security. Brussel.
European Commission, (2006), Modernising Labour Law to Meet the Challenges of the 21st Century. Brussel.

第十三週（12/05）政策領域III：歐盟的結構基金發展
* Wallace, H. et al. (2010), Policy-making in the European Union. Oxford: Oxford University Press. Chap. 10 (Pp. 229-252).
Bache, I. (2010), Partnership as an EU Policy Instrument: a Political History. West European Politics, 33 (1): 58-74.
Andersen, J. J. (1995), Structural Funds and the Social Dimension of EU Policy: Springboard or Stumbling Block. In: S. Leibfried and P. Pierson (eds.), European Social Policy. Washington DC: The Brookings Institution. Pp. 123-158.
Kemmerling, A. (2006), Partisan Politics in Regional Redistribution: Do Parties Affect the Distribution of EU Structural Funds across Regions? European Union Politics 7 (3): 373-392.

第十四週（12/12）政策領域IV：歐盟的性別平等政策
* Lewis, J. (2006), Work/Family Reconciliation, Equal Opportunities and Social Policies: the Interpretation of Policy Trajectories at the EU Level and the Meaning of Gender Equality. Journal of European Public Policy 13 (3): 420-438.
Jacquot, S. (2010), The Paradox of Gender Mainstreaming: Unanticipated Effects of New Modes of Governance in the Gender Equality Domain. West European Politics, 33 (1), 118-135.
O’Connor, J. S. (2005), Employment-Anchored Social Policy, Gender Equality and the Open Method of Policy Coordination in the European Union. European Societies 7 (1): 27-52.
Ostner, I. and Lewis, J. (1995), Gender and the Evolution of European Social Policies. In: S. Leibfried and P. Pierson (eds.), European Social Policy. Washington DC: The Brookings Institution. Pp. 159-193.
Stratigaki, M. (2005), Gender Mainstreaming vs. Positive Action: An Ongoing Conflict in EU Gender Equality Policy. European Journal of Women's Studies 12 (2): 165-187.

第十五週（12/19）政策領域V：歐盟的老年保障政策
* Eckardt, M. (2005), The Open Method of Coordination on Pensions: An Economic Analysis of Its Effects on Pension Reforms. Journal of European Social Policy 15 (3): 247-267.
de la Porte, C. & Nanz, P. (2004), The OMC – a Deliberative-Democratic Mode of Governance ? The Cases of Employment and Pensions. Journal of European Public Policy, 11, 2:267-288.
Pochet, P. (2003), Pensions: The European Debate. In: Clark, G. L. and Whiteside, N. (eds.), Pension Security in the 21st Century. Oxford: Oxford University Press. Pp. 44-63.
Natali, D. (2009), The Open Method of Coordination on Pensions: Does it De-politicise Pension Policy? West European Politics, 32 (4): 810-828.

第十六週（12/26）歐盟社會政策的展望I：凝聚成為一個「歐洲社會模式」？
* Hooghe, L. & Marks, G. (1999), The Making of a Polity. The Struggle over European Integration. In Kitschelt, H., Lange, P., Marks, G. & Stephens, J. (eds.), Continuity and Change in Contemporary Capitalism. Cambridge: Cambridge University Press. Pp. 70-100. （建構政體：歐洲整合的奮鬥）
* Jepsen, M. and Pascual, A. S. (2005), The European Social Model: An Exercise in Deconstruction. Journal of European Social Policy 15 (3): 231-245.
Lessenich, S. (2005), "Frozen Landscapes" Revisited: Path Creation in the European Social Model. Social Policy & Society 4 (4): 345-356.
Streeck, W. (2000), Competitive Solidarity: Rethinking the European Social Model. In Hinrichs, K., Kitschelt, H. & Wiesenthal, H. (eds.), Kontingenz und Krise: Institutionenpolitik in kapitalistischen und postsozialistischen Gesellschaften. Frankfurt/New York: Campus Verlag. Pp. 245-261.

第十七週（01/02）歐盟社會政策的展望III：歐盟東擴
* Sedelmeier, U. (2010), Enlargement: From Rules for Accession to a Policy Towards Europe. In: H. Wallace, W. Wallace and M. A. Pollack (eds), Policy-Making in the European Union. Oxford: Oxford University Press. (Pp. 401-429).
Lendvai, N. (2004), The Weakest Link? EU Accession and Enlargement: Dialoguing EU and Post-communist Social Policy. Journal of European Social Policy 14 (3): 319-334.
Kvist, J. (2004), Does EU Enlargement Start a Race to the Bottom? Strategic Interaction Among EU Member States in Social Policy. Journal of European Social Policy 14 (3): 319-334.
Wallace, H. (2005), Can a Reformed European Union Bear the Weight of Enlargement? In: Verdun, A. and Croci, O. (eds.), The European Union in the Wake of Eastern Enlargement. Manchester: Manchester University Press. Pp. 23-34.

參考書目

評量方式
(僅供參考)

No.	項目	百分比	說明
1.	上課討論表現	10%
2.	4份心得報告	30%
3.	課堂報告	30%
4.	期末報告	30%

課程進度

週次	日期	單元主題
第2週	9/19	導論I：歐洲統合與福利國家
第3週	9/26	導論II：歐洲統合歷史簡介
第4週	10/03	福利國家的差異：對歐洲化挑戰的回應
第5週	10/10	國慶日放假。
第6週	10/17	歐盟的社會政策：發展的趨勢及解釋
第7週	10/24	歐盟的多層次體系與社會政策治理
第8週	10/31	“軟性法”治理：開放協調法
第9週	11/07	演講
第10週	11/14	會員國執行歐盟的規定：順從還是違背？
第11週	11/21	政策領域I：勞資關係的管理
第12週	11/28	政策領域II：彈性安全的勞動市場政策
第13週	12/05	政策領域III：歐盟的結構基金發展
第14週	12/12	政策領域IV：歐盟的性別平等政策
第15週	12/19	政策領域V：歐盟的老年保障政策
第16週	12/26	歐盟社會政策的展望I：凝聚成為一個「歐洲社會模式」？
第17週	1/02	歐盟社會政策的展望III：歐盟東擴