Abstract
This paper analyses the capacity of the South–South cooperation model (SSC) to facilitate policy transfer between countries, as opposed to North–South cooperation modalities. To this end, the nature and evolution of SSC, and especially its horizontality, and the changes in the policy transfer (PT) actors, are analysed with reference to what is being transferred. It is assumed that the nature of developed SSC models, and the inequality of positioning policies in the global policy market, affect the content of what is transferred and limit the capacities of SSC to transfer policy models between countries in the South. The empirical contrast is made through the analysis of the Programme EUROsociAL II, which has transferred knowledge for social cohesion policies in Latin America through horizontal and vertical models.
Résumé
Cet article analyse la capacité du modèle de coopération Sud-Sud à faciliter le transfert de politiques entre les pays, par opposition aux modalités de coopération Nord-Sud. À cette fin, la nature et l’évolution de la coopération Sud-Sud, et en particulier son caractère horizontal, et les changements au niveau des acteurs du transfert de politique (TP), sont analysés par rapport à ce qui est transféré. On suppose que la nature des modèles développés de coopération Sud-Sud et l’inégalité dans le positionnement des politiques sur le marché politique mondial affectent le contenu de ce qui est transféré et limitent les capacités de la coopération Sud-Sud à transférer des modèles politiques entre les pays du Sud. Le contraste empirique est fait par le biais de l’analyse du programme EUROsociAL II, qui a transféré des connaissances pour des politiques de cohésion sociale en Amérique latine à travers des modèles horizontaux et verticaux.
Similar content being viewed by others
Notes
According to AECID (2014), cooperation modalities are the general options available to donors for channelling and delivering aid funds.
In general, when referring to development studies, including those analysing development cooperation, reference is made both to the enormous production generated by international organisations or public think tanks, especially UN agencies or OECD, and to the analyses deployed from disciplines such as international relations or economics. For a brief review of this, see Malacalza (2020) or Andrews and Bawa (2014). For the specific field of SSC analyses, in addition to those generated in the Anglo-Saxon sphere, which focus primarily on the analysis of cases in Asia and Africa (Mawdsley 2012; Bry 2017, among others), those generated in the Ibero-American context and which focus mainly on the analysis of Latin American countries as new donors (Ayllón 2013; Surasky 2020; Santander 2011; Xalma and Rivero 2020, among others) are particularly useful for the purposes of this paper.
Although studies connecting the two approaches are rare, a good exception to this premise is offered by the studies on dissemination and transfer that are being carried out in Brazil, specifically through institutions such as CEBRAP and networks such as the Global Platform on International Public Policies (https://policydiffusion.com/about-gpipp).
According to the AECID (2014, p. 24) “Technical Cooperation can be defined as the set of activities financed by a donor country aimed at knowledge transfer for the strengthening of institutional and human resource capacities in the different areas of the partner country”. The Ibero-American Programme for South-South Cooperation defines horizontal cooperation as "cooperation established voluntarily by the provider country or countries and the requesting country, without imposing conditions and/or trade policies" (SEGIB 2014).
An analysis of the debate on the relationship between SSC and North–South cooperation and the challenge posed by the former to the latter goes beyond the scope of this paper. The differences between those who consider SSC as a real challenge to the structures of global development and those who distrust both the interests of Southern elites to accommodate those of the North, and the strategies of the North to co-opt these processes, also have an impact on the different conceptualisations of SSC (Gray and Gills 2016, p. 558). For analytical purposes, the countries not belonging to the Development Assistance Committee (DAC) are considered as Southern donors, while those countries of the DAC form part of the Northern category; more operationally, for the analysis of the case, the Southern countries will be the Latin American ones, while the Northern ones will be the European ones. For a conceptual analysis, see SEGIB (2014) or Mawdsley (2012).
This study deals mainly with the processes of transfer, not diffusion, in the sense proposed by Porto and Pimenta (2017, p. 19).
It should be recalled, according to Pomeroy et al. (2020, p. 2445) that SSC is not the same as policy transfer according to south-south or horizontal schemes. In other words, policy transfer does not always involve international cooperation actors and is not always motivated by the logic of cooperation.
Under this Programme, an action, also called an accompanying path, is a set of technical cooperation activities aimed at supporting a given policy or policy reform process.
It was created within the framework of the Summit of the Heads of State and Government in Guadalajara.
A little later, the EU opted for triangular cooperation as a priority modality for its cooperation with Latin America, which is why the Adelante Programme was created, aimed precisely at supporting triangular cooperation initiatives with Latin America https://www.adelante-i.eu. In fact, in theory, all the actions that the programme itself defined as South-South would be included in the category of triangular cooperation, while the programme’s contribution is European (López and Paez 2016).
The examples in this area could be numerous: the Spanish Tax Agency, transferring policies to modernise the tax administration, or the CGPJ with policies to tackle gender violence, not only transferred the model but also generated incentives for their own cadres.
References
AECID (2014) Guía de modalidades e instrumentos. http://www.aecid.es/Centro-Documentacion/Documentos/Modalidades%20e%20instrumentos%20de%20cooperación/Guia%20de%20modalidades%20e%20instrumentos.pdf.
ALTAIR Asesores (2016) Evaluación de resultados EUROsociAL II. Final report.
Andrews, N., and Sylvia Bawa. 2014. A post-development hoax? (Re)-examining the past, present and future of development studies. Third World Q 35 (6): 922–938.
Ayala, C. 2018. Cambios en la narrativa y la práctica de la cooperación internacional frente a la evolución del desarrollo. In Otros Desarrollos Otra cooperación, ed. P.O. Mochi and C. Girardo, 81–109. Unam: Retos y perspectivas de la cooperación internacional.
Ayllón, B. 2013. La CSS y Triangular ¿Subversión o adaptación de la cooperación internacional?. Quito: IAEN.
Béland, D. 2009. Ideas, institutions, and policy change. Journal of European Public Policy 16 (5): 701–718.
Brown, S. 2020. The rise and fall of the aid effectiveness norm. The European Journal of Development Research 32 (4): 1230–1248.
Bry, S.H. 2017. The evolution of South-South development cooperation: Guiding principles and approaches. The European Journal of Development Research 29 (1): 160–175.
Constantine, J., and A. Shankland. 2017. From policy transfer to mutual learning?: Political recognition, power and process in the emerging landscape of international development cooperation. Novos estudos CEBRAP 36 (1): 99–122.
Dobbin, F., B. Simmons, and G. Garret. 2007. The global diffusion of public policies: Social construction, coercion, competition, or learning? Annual Review of Sociology 33: 449–472.
Dolowitz, D.P., and D. Marsh. 2000. Learning from abroad: The role of policy transfer in contemporary policy-making. Governance 13 (1): 5–23.
Domínguez, R. 2019. La Constelación del Sur: la CSS en el cuarenta aniversario del Plan de Acción de Buenos Aires. In La constelación del Sur: lecturas histórico-críticas de la cooperación Sur-Sur, ed. R. Domínguez et al., 13–135. Buenos Aires: Facultad de Derecho y Ciencias Sociales.
EUROsociAL (2015) Aportes europeos en EUROsociAL II. http://sia.EUROsociAL-ii.eu/documento.php?id=5399&page=1.
FIIAPP (2013) Metodología de asistencia técnica pública. http://sia.EUROsociAL-ii.eu/documento.php?id=1514&page=1.
FIIAPP (2016) El Programa EUROsociAL (2011-2015): Lecciones aprendidas en la. http://sia.EUROsociAL-ii.eu/documento.php?id=7113&page=1.
Freeman, R. 1999. Institutions, states and cultures: Health policy and politics in Europe. In Comparative social policy. Concepts, theories and methods, ed. J. Clasen. Oxford: Blackwell.
Gray, K., and B.K. Gills. 2016. South-South cooperation and the rise of the Global South. Third World Quarterly 37 (4): 557–574.
Hadjiisky, M., L.A. Pal, and C. Walker. 2017. Public policy transfer: Micro-dynamics and macro-effects. Cheltenham: Edward Elgar Publishing.
Hall, P.A. 1993. Policy paradigms, social learning, and the state: The case of economic policymaking in Britain. Comparative Politics 25 (3): 275–296.
Huitrón-Morales, A. 2016. La cooperación Sur-Sur y el reto de su cuantificación, evaluación y valoración. Iberoamerican Journal of Development Studies 5 (1): 88–122.
López, S., and M. Paez. (2016). Qué hemos aprendido de los intercambios Sur-Sur en américa Latina en el marco de EUROsociAL. Colección Estudios nº 21, EUROsociAL. http://sia.EUROsociAL-ii.eu/files/docs/1482849443-ESTUDIO_21_SUR-SUR.pdf.
Malacalza, B. (2016). Triangulación y selectividad. ¿Por qué los países intermedios hacen cooperación sur-sur? Un estudio exploratorio desde el caso latinoamericano en Haití en Cojuntura Internacional, V. 13, nº2, pp. 44–55
Malacalza, B. 2020. Cooperación al desarrollo y relaciones internacionales: un campo de estudio en debate. Revista CIDOB d’Afers Internacionals, 209–228.
Mawdsley, D.E. 2012. From recipients to donors: Emerging powers and the changing development landscape. London: Zed Books Ltd.
Milhorance, C., and F. Soule-Kohndou. 2017. South-South cooperation and change in international organizations. Global Governance 23 (3): 461–481.
Montero, S. 2020. Worlding Bogota´s Ciclovía: From urban experiment to international “Best Practice”. In 2020. Latin America and policy diffusion: From import to export, ed. O. Porto, C.O. Gonnet, S. Montero, and C.K. Silva Leite. London: Routledge.
Morasso, C., and L. Lamas. 2020. International organizations diffusion in South-South cooperation dynamics. Notes on the Uruguayan case in the 21st century. Revista Brasileira de Política Internacional. https://doi.org/10.1590/0034-7329202000205.
Pal, L. 2020. Policy transfer and resistance: Proposals for a new research agenda. In Latin America and policy diffusion: From import to export, ed. O. Porto, C.O. Gonnet, S. Montero, and C.K. Silva Leite. London: Routledge.
Peck, J., and N. Theodore. 2010. Mobilizing policy: Models, methods, and mutations. Geoforum 41 (2): 169–174.
Pomeroy, M., Suyama, B. Trajber-Waisbich L. 2020. The diffusion of Social Protection and Food Security Policies. In Latin America and Policy Diffusion: From Import to Export. ed. O. Porto, C.O. Gonnet, S. Montero, and C.K. Silva Leite (Eds.). Routledge.
Porto, O., and C.A. Pimenta. 2017. Policy transfer, diffusion and circulation. Novos Estudos 36 (107): 13–32.
Porto, O., C.O. Gonnet, S. Montero, and C.K. Da Silva Leite (eds.). 2020. Latin America and policy diffusion: From import to export. London: Routledge.
Ramos, M., and T. Jung. 2020. La Cooperación Técnica Pública en los nuevos paradigmas de la cooperación al desarrollo con América Latina. In La Agenda 2030 en Iberoamérica, ed. J.A. Sanahuja, 393–440. Madrid: Fundación Carolina.
Rose, R. 1991. What is lesson-drawing? Journal of Public Policy 11 (1): 3–30.
Santander, G. 2011. La CSS: experiencias de interés e implicaciones para el sistema internacional de ayuda. Sistema Revista de Ciencias Sociales 220: 59–78.
SEGIB. 2014. Cuestionario para la elaboración del Informe de la CSS en Iberoamérica 2015.
Stone, D. 2004. Transfer agents and global networks in the ‘Transnationalisation’ of policy. Journal of European Public Policy 11 (3): 545–566.
Stone, D., P.O. Porto, and L.A. Pal. 2020. Transnational policy transfer: the circulation of ideas, power and development models. Policy and Society 39 (1): 1–18.
Surasky, J. 2020. La Cooperación Sur-Sur y triangular para el Desarrollo Sostenible en el marco de la Agenda 2030: tensiones y acciones pendiente. In Visiones y debates de la cooperación Sur-Sur y triangular, ed. T. Ojeda, 19–35. Madrid: Libros de la Catarata.
Suyama, B., L.T. Waisbich, and I. CostaLeite. 2016. Brazil as a development partner under Lula and Rousseff: shifts and continuities. In The BRICS in international development, ed. J. Gu et al. London: Palgrave Macmillan.
Weyland, K. 2006. Bounded rationality and policy diffusion: Social sector reform in Latin America. Princeton: Princeton University Press.
Xalma, C., and M. Rivero. 2020. Iberoamérica y la cooperación Sur-Sur frente a las encrucijadas de la agenda internacional para el desarrollo. In La Agenda 2030 en Iberoamérica, ed. J.A. Sanahuja, 467–505. Madrid: Fundación Carolina.
Author information
Authors and Affiliations
Corresponding author
Additional information
Publisher's Note
Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.
Rights and permissions
About this article
Cite this article
Ramos-Rollón, M. Modalities of Cooperation and Policy Transfer: The Case of the European Programme for Social Cohesion in Latin America—EUROsociAL II. Eur J Dev Res 34, 806–827 (2022). https://doi.org/10.1057/s41287-021-00391-3
Accepted:
Published:
Issue Date:
DOI: https://doi.org/10.1057/s41287-021-00391-3