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Aug 9, 2026·Zenodo (CERN European Organization for Nuclear Research)
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Territorial Management Control as a Lever for Resilience and Agility: The Case of Moroccan Local Governments An Analysis of Public-Private Hybridization in the Era of Sustainable Transformation

CHAIMAA EL HAMDANI, Jamaa LAMKIES, Zakaria ELMEKHLOUFI, Mohammed Kehel

Résumé : Objectif : Cet article examine dans quelle mesure le contrôle de gestion territorial peut servir de levier de résilience et d'agilité organisationnelles dans les collectivités territoriales marocaines, dans un contexte de contraintes budgétaires et institutionnelles. Malgré l'abondance des travaux sur le pilotage de la performance publique, la résilience et l'agilité organisationnelles, la littérature n'offre à ce jour aucune articulation systématique entre contrôle de gestion territorial, résilience et agilité dans les collectivités locales marocaines ; combler précisément cette lacune constitue l'objet du présent article. Méthodologie : Il s'agit d'un article conceptuel (conceptual paper) fondé sur une revue narrative de la littérature indexée dans Scopus et sur une analyse documentaire des réformes institutionnelles marocaines (Constitution de 2011, loi organique relative aux lois de finances de 2015), complétée par une grille d'analyse comparative public-privé destinée à identifier les pratiques de gestion transférables. Apports : L'article formule des propositions théoriques, et non des résultats empiriques, selon lesquelles le contrôle de gestion territorial peut renforcer la résilience et l'agilité par l'alignement stratégique, les systèmes de mesure de la performance, les mécanismes d'apprentissage organisationnel et les processus décisionnels adaptatifs. L'analyse conceptuelle met en évidence un écart de maturité significatif entre les dispositifs de contrôle de gestion des secteurs privé et public, tout en montrant que le cadre constitutionnel de 2011 et la réforme budgétaire de 2015 offrent des conditions favorables à une gouvernance territoriale plus agile. Trois facteurs critiques de succès sont dégagés de la littérature : l'alignement stratégique du contrôle de gestion avec les objectifs de développement local, l'investissement dans le capital humain et les infrastructures numériques, et une hybridation progressive et sélective des outils privés adaptée aux valeurs du service public. Implications : L'étude propose aux décideurs territoriaux des recommandations hiérarchisées selon leur horizon de mise en œuvre et identifie des pistes de validation empirique du modèle proposé. Originalité : La contribution de l'article réside dans l'intégration, au sein d'un cadre analytique unifié, de trois corpus jusque-là juxtaposés, appliquée au contexte des collectivités territoriales marocaines et transposable avec prudence à des contextes de décentralisation comparables. Mots clés : Contrôle de gestion territorial, résilience organisationnelle, agilité organisationnelle, collectivités territoriales, Nouveau management public, Maroc. Classification JEL : H70, H83, L38, M48 Type du papier : Recherche Théorique Abstract : Purpose: This paper examines the extent to which territorial management control can serve as a lever for organizational resilience and agility in Moroccan local governments facing budgetary and institutional constraints. Despite a growing body of literature on public sector performance management, organizational resilience, and organizational agility, no systematic articulation between territorial management control, resilience, and agility has been proposed for Moroccan local governments; addressing this precise gap constitutes the purpose of this study. Design/methodology/approach: The article is a conceptual paper based on a narrative review of Scopus-indexed literature and a documentary analysis of Moroccan institutional reforms (2011 Constitution, 2015 Organic Law on Finance Laws). A comparative public-private analytical grid is used to identify transferable management practices. Findings: The study derives theoretical propositions rather than empirical results. It suggests that territorial management control may enhance resilience and agility through strategic alignment, performance measurement systems, organizational learning mechanisms, and adaptive decision-making processes. The conceptual analysis points to a significant maturity gap between private and public sector management control systems, while indicating that the 2011 Constitution and the 2015 budget reform provide enabling conditions for more agile territorial governance. Three critical success factors are inferred from the literature: strategic alignment of management control with local development objectives, investment in human capital and digital infrastructure, and progressive, selective hybridization of private-sector tools adapted to public service values. Originality/value: The contribution of the paper lies in integrating three previously separate bodies of literature within a unified analytical framework applied to Moroccan local governments, with cautious transferability to comparable decentralizing contexts. Practical implications: The study offers local decision-makers recommendations prioritized by implementation horizon and identifies avenues for future empirical validation of the proposed model. Keywords: Territorial management control, organizational resilience, organizational agility, local government, New Public Management, Morocco. JEL Classification: H70, H83, L38, M48 Paper type: Theoretical Research

Open access
2 source records
Public Policy and Administration Research
Regional resilience and development
Social Sciences and Governance
Original source
Jun 21, 2024·HAL (Le Centre pour la Communication Scientifique Directe)
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Les NFT : regards civil et fiscal Regard civil

Pierre FINI

I. Le NFT en droit : propos introductifsDfinitions du NFT.Il existe de nombreuses dfinitions doctrinales du NFT, lesquelles sont toutes plus ou moins interchangeables.Les NFT (Non Fungible Tokens, ou Jetons Non Fongibles en franais) sont des jetons numriques uniques et indivisibles certifis par une blockchain 1 .Certains auteurs proposent cependant des dfinitions fondes sur une approche technologique.Pour Monsieur Legeais, le NFT est un jeton enregistr dans la blockchain, comportant une suite de caractres alphanumriques rpondant aux rgles de la cryptographie.Ce jeton contient les mtadonnes permettant d'identifier son metteur et l'objet sous-jacent.Selon les rgles dfinies par celui qui a cr le NFT, le fichier vers lequel il renvoie devient donc grce lui unique.Le fichier reste duplicable l'infini, mais le NFT permet dsormais de crer un original cr et authentifi 2 .Rcemment, l' Administration fiscale a propos, certes pour rpondre une question pose en matire de TVA, une dfinition des NFT : Les jetons non fongibles (JNF), communment dnomms NFT en lien avec l'appellation anglaise non fungible tokens , sont des fichiers informatiques uniques, crs et stocks sur un registre numrique de suivi de transactions dnomm chaine de blocs ( blockchain ) 3 .Les NFT seraient ainsi d'aprs leurs caractristiques technologiques des jetons crs par smart contract et dont le propre serait d'tre uniques, donc non fongibles.La catgorie gnrale des jetons serait ainsi compose des jetons fongibles et des jetons non-fongibles.La question est cependant de savoir si les notions technologiques et juridiques de jetons se recoupent o si le droit s'autorise, dans la poursuite de ses objectifs propres, dvier de la technologie.Fongibilit, choses de genre, corps certains, choses fongibles.La fongibilit est une notion du droit des obligations qui s'appuie sur un couple de contraires en droit des biens : les corps certains et des choses de genre.Les choses de genre sont celles qui ne se dfinissent pas par leur individualit, mais par leur espce et leur quantit.Au sein d'un ensemble de choses de genre, chaque chose en vaut une autre.Cette identit se traduit, en droit des obligations, par l'indiffrence du crancier de choses de genre recevoir celles-ci plutt que celles-l.Dans l'excution de l'obligation, les choses de genre sont dites fongibles.Il ne faut cependant pas se mprendre sur la notion de fongibilit : elle ne dpend pas de l'absence d'individualit des choses, mais de l'indiffrence des parties un rapport d'obligation cette individualit. chaque fois que les parties voient les choses comme des quantits et non comme des individualits, il est possible de parler de 1 B. GLEIZE, L'irrsistible ascension des jetons non fongibles in Actualit du droit des technologies nouvelles (

Open access
Social Policies and Family
Social Sciences and Governance
Original source
Feb 26, 2024·Constructif
1 cites
Pour construire, il faut des maires bâtisseurs

Isabelle Le Callennec

Le nombre croissant de transactions sur le réseau Ethereum et les transactions numériques, y compris dans le métaverse, entraînera certainement des litiges. La question sous-jacente est de savoir comment ces nouveaux différends seront résolus. Cet article examine comment l’intelligence artificielle (IA) ou l’arbitrage participatif blockchain permettront de le faire. Il aborde, entre autres, la manière dont l’arbitrage international s’adaptera à ces technologies. L’IA et la blockchain, bien qu’interdépendantes, pourraient cependant être liées dans le cadre du règlement des litiges. L’article étudiera, également, comment ces deux technologies pourraient représenter des opportunités ou des avantages pour l’arbitrage dans ce nouvel espace technologique. Il se demandera si l’IA et l’arbitrage participatif blockchain résistent aux défis évoqués, ou si des modifications devront être apportées pour répondre aux besoins et assurer un respect des principes fondamentaux. L’article étudiera dans un premier temps les opportunités et les avantages de l’IA et l’arbitrage participatif blockchain et abordera, dans une deuxième partie, les défauts et les défis associés à l’IA et l’arbitrage participatif blockchain.

Open access
French Urban and Social Studies
Social Sciences and Governance
Original source
Feb 5, 2024·theses.fr (ABES)
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Decentralization, urban policy and changes in specialized prevention work, a territorial approach (1992-2018) : The influence of political guidelines on the autonomy of specialist prevention associations

Bertrand Rocheron

La prévention spécialisée est une mission éducative destinée à permettre aux jeunes en voie de marginalisation de rompre avec l'isolement et retisser des liens avec le reste de la société. Née d'une pratique militante dans l'immédiat après-guerre, elle s'est depuis progressivement institutionnalisée pour relever aujourd'hui de la politique de l'aide sociale à l'enfance.Les éducateurs de rue interviennent sur un territoire délimité et sont directement en prise avec les politiques publiques.Cette thèse interroge les rapports entre un groupe professionnel avec ses modalités d'action et les valeurs qu'il revendique, la mise en œuvre d'un processus de réaménagement de l'Etat - la décentralisation -, et celle de la politique de la ville.Les éléments communs à ces trois démarches (la dimension territoriale en particulier) font l'objet d'analyses de même que les risques de tensions liés à la pression que la prévention spécialisée peut ressentir sous le poids conjugué d'une plus grande proximité des élus et décideurs dans le cadre de la décentralisation, et de l'injonction à prendre part à des dispositifs initiés dans le cadre de la politique de la ville.De fait, la prévention s'est trouvée directement placée sous la tutelle des départements, plus proches que l'Etat. Progressivement, les Conseils généraux se sont emparés de cette compétence et ont assorti leurs financements d'injonctions pesant sur les associations. Cette évolution a pu être constatée en Essonne comme dans le Val-de-Marne en dépit de rythmes et de dynamiques différents.L'étude de l'activité de quatre associations implantées au sein de ces deux départements montre que ces évolutions ne s'effectuent pas sans résistances, sans zones de friction entre des professionnels fréquemment venus à la prévention spécialisée pour l'originalité de ses modalités d'intervention et des élus souhaitant davantage contrôler et orienter l'activité des associations.Les éducateurs sont de plus en plus amenés à travailler en lien avec les établissements scolaires, du fait d'exigences départementales. Ce rapprochement entre la prévention spécialisée et l'Education nationale s'ajoute au travail mené par ailleurs avec les dispositifs relevant de la politique de la ville. La conséquence de la mise en œuvre de ces dynamiques est l'évolution du public rencontré par les éducateurs.La moyenne d'âge des jeunes accompagnés est de plus en plus basse et les préoccupations prises en considération par les équipes relèvent de plus en plus du lien avec l'école. La participation des associations de prévention spécialisée aux mesures de responsabilisation constitue une évolution majeure pour ce secteur d'intervention.En privilégiant les jeunes de 11 à 16 ans, les associations restreignent l'accompagnement des jeunes adultes de 18 à 25 ans.Si ce délaissement partiel des jeunes adultes est variable d'une association à une autre, le phénomène est suffisamment global pour susciter des interrogations au sein des équipes éducatives elles-mêmes ; les profils qui constituaient le cœur de l'intervention en prévention spécialisée tendent à devenir de moins en moins prioritaires.L'idée de prévenir les ruptures de parcours en accompagnant les jeunes plus tôt se justifie, mais à effectifs constants, elle amène les équipes éducatives à privilégier certains publics et certaines interventions au détriment d'autres. Le travail de rue, dimension emblématique du travail en prévention spécialisée est ainsi perçu en régression au sein des associations.La décentralisation, la politique de la ville ont participé à la réduction des marges de manœuvre, de l'autonomie des associations de prévention spécialisée. Si le travail demandé prend sens, il participe d'une aseptisation d'une prévention spécialisée ne disposant pas des ressources pour répondre aux commandes qui lui sont adressées tout en maintenant le cœur de ses interventions traditionnelles auprès d'un public de jeunes adultes en voie de marginalisation.

Open access
Social Policies and Family
Social Sciences and Governance
Aging, Elder Care, and Social Issues
Original source
Dec 15, 2023·Nomopolis
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Les DAO (Decentralized Autonomous Organizations) sont-elles des agglomérats de nudges ?

Pierre Klimt

En partant des constats de l’omniprésence des nudges dans les « écosystèmes » blockchain et d’une convergence entre les fondements philosophico-politiques de la blockchain et du nudging , cet article propose une approche critique de l’automatisation organisationnelle qui constitue l’horizon et l’un des moyens privilégiés du développement des DAO ( Decentralized Autonomous Organizations ). Ces entités fonctionnent en effet largement grâce à la blockchain, dont nous analysons ici d’abord, grâce à la théorie de l’ hypernudge , le potentiel de concrétisation numérique d’une forme de dérive systémique de l’usage des sciences comportementales. Ayant conclu à l’inopportunité de l’application de la qualification d’ hypernudge aux blockchains en elles-mêmes, nous proposons de qualifier celles-ci de systèmes complexes dont les architectes tentent de réduire l’incertitude ontologique. À partir de ce résultat, nous concluons que si les DAO agglomèrent des nudges, c’est qu’elles sont des organisations dont la complexité redouble celle de la blockchain et que, à ce titre, elles agglomèrent avant tout des normes.

Open access
Information Technology and Learning
Social Sciences and Governance
Original source
Nov 27, 2023·HAL (Le Centre pour la Communication Scientifique Directe)
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La fin de la fiscalité locale

Romaric Nazon

Local taxes with fiscal power for local authorities arte gradually being dismantled by State tax reductions which lead to the abolition of these taxes. The financing of decentralization is therefore increasingly dependent on the sharing of national tax revenues. The impossibility of local fiscal autonomy prompts a rethinking of the complex fiscal relations between the State and local authorities. The re-creation of a local fiscal power would go through consultation and co-decision between the State and the local authorities but also, in particular, with the crisis of representative democracy, through a better association of local elected representatives and citizens. However, veticality today characterizes the relationships between these actors.

Open access
Regional Development and Policy
Social Sciences and Governance
Corporate Taxation and Avoidance
Original source
Jan 1, 2023·NFT et Droits
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NFT et mécénat 3.0

Julia Loiseau

11,9 milliards de dollars, c’est le montant engendré en 2021 par le marché des NFT appliqué à l’art1, l’un des nombreux cas d’application de cette technologie. Les NFT, ou « non fungible token », sont devenus un nouveau media qui compte dans le marché de l’art et, plus généralement, un segment prépondérant du « Web3 », l’Internet décentralisé.Mais la distinction entre

Open access
Agriculture and Rural Development Research
Social Sciences and Governance
Original source
Oct 16, 2020·Zenodo (CERN European Organization for Nuclear Research)
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The challenges and issues of local finances for sustainable urban development in Morocco

Naoufel Belhaj

Today, the problem of cities local finances and their governance, is at the heart of major national debates and reforms, as well as major concerns in all countries where decentralization continues and aims to strengthen the autonomy and competences of local administrations. The mobilization of local fiscal potential is a fundamental condition for promoting sustainable urban development. Despite the efforts made, local Moroccan finance, like most developing countries, does not escape an absolute reality: The scarcity of the resource. The weakness of local resources in Morocco is more related to the real low level of local tax deduction than to the economic poverty of local authorities. Many sectors of the economy have very little or no tax, while property taxes does not contribute enough to local economic activity. This article uses the case of Morocco to analyze the challenges and failures of local finances in general, and of local taxation in particular. We also discuss the tools to promote the financing of cities to promote sustainable urban development in Morocco.

Open access
Local Government Finance and Decentralization
Social Sciences and Governance
Fiscal Policy and Economic Growth
Original source
Jan 11, 2016·Capital Markets Law Journal
19 cites
Strengthening collective action clauses: catalysing change—the back story

Mark E. Sobel

Key points The year 2014 witnessed the advent of new and strengthened collective action clauses (CACs) in foreign law sovereign bonds. These new clauses hold the promise to significantly strengthen the orderliness and predictability of the contractual market-based framework for the sovereign debt-restructuring process. This article looks at how these new CACs came about. The new CACs were borne from a process undertaken by an informal ‘Sovereign Debt Roundtable’ grouping that was convened, chaired and strategically led by US Treasury staff over more than one-and-a-half years. The inclusiveness of the Roundtable, the deliberative process, which was followed and the leadership and backing of the official community were integral to bringing about the private sector and success. The Roundtable’s deliberations built heavily upon earlier Treasury work to advance CACs, in particular during the 2002–2004 period. But the new clauses go further than the bond-by-bond clauses that were the focus from 2002 to 2004, as they allow in certain defined conditions the votes of different bond issues to be aggregated into a single up or down vote on the issuers’ restructuring proposal. In this regard, the new clauses reflect the continuity in the US approach under the Bush and Obama Administrations to promoting an orderly and predictable sovereign debt-restructuring process based upon the contractual framework, in addition to US opposition to statutory approaches. But they also represent innovation under the Obama Administration in advancing and buttressing the US approach. … in order to strengthen the orderliness and predictability of the sovereign debt restructuring process, we welcome the international work on strengthened collective action and pari passu clauses. We call for their inclusion in international sovereign bonds and encourage the international community and private sector to actively promote their use. G20 Leaders’ Communique; Brisbane, Australia; 16 November 2014 We welcome Mexico’s leadership with its successful issuance of a bond with new and innovative collective actions clauses under New York law. These new clauses will strengthen the sovereign debt restructuring process, and we encourage other nations to follow suit. Secretary of the Treasury Jacob Lew, 19 November 2014 We look forward to upcoming discussions around the International Capital Market Association’s (ICMA) proposal on possible means to reinforce collective action clauses in sovereign bonds… G20 Finance Ministers; Cairns, Australia; 21 September 2014 … ICMA recently published revised collective action clauses for sovereign debt that permit more orderly workouts and lower the chance of spillovers. These clauses … now allow for aggregation across many different debt issues, avoiding the need to vote on each loan one by one. John B. Taylor, Wall Street Journal, 9 July 2015 The late autumn of 2014 witnessed the advent of new and strengthened collective action clauses (CACs) in foreign law sovereign bonds. These new clauses hold the promise to significantly strengthen the orderliness and predictability of the contractual market-based framework for the sovereign debt-restructuring process. They were born from a process that was convened, chaired and strategically led by Treasury staff over more than one to one-and-a-half years. 1 The group working on the new clauses included issuing country representatives, inter alia from Mexico, Uruguay, Brazil and Turkey; leading UK and US sovereign debt legal experts; an array of market participants and academics; other official actors, including from France, the UK and Germany; and the IMF. In particular, this informal ‘Sovereign Debt Roundtable’ grouping also included Mexico’s debt manager and representatives from the London-based International Capital Markets Association (ICMA), an association representing some 500 firms from the international financial community, among others. The inclusiveness of the Roundtable, the deliberative process, which was followed and the leadership and backing of the official community were integral to bringing along the private sector and success. The Roundtable’s deliberations built heavily upon earlier Treasury work to advance CACs, in particular during the 2002–2004 period. But the new clauses go further than the bond-by-bond clauses that were the focus from 2002 to 2004, as they allow, in certain defined conditions, the votes of different bond issuers to be aggregated into a single up or down vote on the issuers’ restructuring proposal. In this regard, the new clauses reflect the continuity in the US approach under the Bush and Obama Administrations to promoting an orderly and predictable sovereign debt-restructuring process based upon the contractual framework, in addition to US opposition to statutory approaches. But they also represent innovation under the Obama Administration in advancing and buttressing the US approach. The US Treasury, in a speech by the then Under Secretary John B Taylor, outlined its support for the decentralized, market-oriented contractual approach to sovereign debt restructuring in 2002. 2 Around that time, a G-10 working group, chaired by Randal K Quarles, then Assistant Secretary of the Treasury for International Affairs, and including leading sovereign debt lawyers, began work on developing CACs for inclusion in foreign law sovereign bonds. 3 In 2003, building on the ‘Quarles Report’, Mexico launched the first CACs pursuant to New York law. Mexico’s issuance solved the first mover problem, there was no observable pricing impact, and CACs overnight became the norm in the New York market. 4 Importantly, though, the CACs applied only to each individual bond. During this period, the IMF advocated a statutory approach to sovereign debt restructuring. The Fund in essence reasoned that in a domestic setting, all unsecured creditors were bound into the restructuring deal through the bankruptcy process. Since there was no analogous international mechanism to bind similarly placed creditors into the restructuring through a single vote, there was a gap in the global financial architecture that should be filled through the creation of a ‘Sovereign Debt Restructuring Mechanism’ (SDRM). 5 Treasury was sceptical that the SDRM could be made to work in practice. There were concerns about politicization of the mechanism. There were questions about the possible impact on official debt. There was no appetite for pursuing an international agreement that could result in a supranational body having the authority to supplant core US sovereign decision making or judicial authority. There was the basic judgement that there would be little Congressional support for any amendment to the IMF Articles needed to implement SDRM. In contrast, the advent of CACs offered the promise that the contractual framework could be used to better mimic domestic bankruptcy proceedings and bind creditors. In 2012, two important developments occurred, raising questions about the continued viability of the contractual framework to promote the orderliness and predictability of the sovereign debt-restructuring process and giving rise in some quarters to renewed calls for re-consideration of SDRM or statutory approaches more generally. These developments, left unaddressed, also had important implications for New York’s continued role as a major financial centre for the issuance of foreign law bonds. Long-standing debates about the meaning of the ‘ pari passu ’ clause in sovereign law bonds were underscored in judicial rulings. Many sovereign debt lawyers had long felt that the pari passu clause simply meant that the legal ranking of an instrument was equal (and not subordinate) to a borrower’s other debt instruments. Others, for over a decade through a novel interpretation of the clause, contended borrowers could be compelled to pay all of their obligations on a ratable basis. With US federal court rulings in New York supporting the latter interpretation, clearly the meaning of the ‘ pari passu ’ clause could no longer be considered settled. 6 Importantly, these legal challenges were not arising in the context of just one country; rather, there had been a substantial increase in creditor litigation over the past two decades impacting countries across the globe. 7 While bond-by-bond CACs had become the market practice in New York since 2003, the limits of this ‘per series’ approach became clear in the case of the Greek debt exchange. Of the 36 bond issuances governed by English law that included CACs and could partake in the debt exchange, only 17 were successfully restructured using CACs, accounting for 30 of the total value of Greek debt governed by foreign law. 8 In early 2013, against the background of these emerging questions about the ability of the contractual framework to continue delivering orderly and predictable outcomes, as well as renewed interest in statutory approaches, especially in the United Nations, Treasury staff convened a roundtable of governmental and private sector experts and interested parties to discuss potential changes to clauses in sovereign bond contracts. The effort was premised on the US retaining its long-standing reservations about statutory approaches, and instead examining what changes in the ‘ pari passu clause’ and in ‘bond aggregation’ could strengthen and impart renewed vigour to the contractual framework. Equally, the effort was premised on seeking pragmatic, targeted and concrete results, but not engaging in a meta-debate about broad strategic or conceptual approaches. At the outset, Treasury staff made clear that the USA did not support work on statutory approaches. For their part, the IMF representatives also made clear that the Fund had no intention of pursuing work on statutory approaches and it would be regardless infeasible to do so without the full support of the institution’s Executive Board, including major shareholders. At a kick-off meeting in April 2013, on the margins of the IMF/World Bank Spring Meetings, the Roundtable launched into a discussion of the evolution of the sovereign debt-restructuring process over the prior decade, recent ‘ pari passu ’ litigation and its implications and how ‘aggregation clauses’ could be used to help overcome some of the problems posed by bond-by-bond voting and increased creditor litigation. Private sector participants discussed how recent court ‘ pari passu ’ rulings could complicate the sovereign debt-restructuring process and how ‘ pari passu ’ language had taken on many disparate forms in contracts over the years. They were concerned about the consequences of the ‘ratable payments’ interpretation of the pari passu clause for the majority of creditors. With respect to aggregation features, there was a lengthy discussion of the Greek restructuring, and a view that the Greek foreign law bond restructuring was far less successful, because of the bond-by-bond collective action feature, than the Greek domestic law-governed bond restructuring. Some participants advocated developing ideas on aggregation across foreign law sovereign bonds so that there could be one vote to modify an entire series of bonds. However, it was also underscored that developing aggregation features could have important implications for inter-creditor equity considerations. Against this background, a number of key points were agreed at the meeting, in turn charting the path forward for the Roundtable: Modifications to contractual clauses should be developed to address the emerging issues that had complicated the sovereign debt-restructuring process. Clarity was needed on pari passu clauses to dispel confusion and provide legal certainty. The clause should be seen as an ‘equal ranking’ clause; the ‘ratable payments’ interpretation of the clause was not the intended meaning. Aggregation features in bonds, especially aimed at allowing one vote to modify a series of foreign law bonds, could represent a useful innovation to enhance the restructuring process, provided that strong safeguards were also incorporated to protect the rights of all creditors. At a second meeting in October 2013, again on the margins of the semi-annual IMF/World Bank meetings, the Roundtable reconvened to continue its discussions on pari passu clauses and aggregation. The group reviewed an options paper on the ‘ pari passu clause’. 9 In the end, the Roundtable reached several conclusions on the pari passu clause and narrowed down consideration to two of the options, both of which were seen as offering a plausible path forward: There was concern that the clause had resulted in significant litigation over the past decade, complicating the sovereign debt-restructuring process, and that the likelihood was for continued increases in creditor litigation in coming years. Several lawyers in the Roundtable in particular felt that given the confusion raised by the clause over the years and its uncertain meaning, the pari passu clause should be simply eliminated from bond contracts. However, others questioned whether market participants would readily accept elimination of the clause, and thus proposed retaining a rewritten version that disavowed the ratable payments interpretation of the clause. They pointed to market inertia as well as noted that retaining such a modified version of the clause would still protect against the risk of involuntary legal subordination. Participants agreed that the Roundtable needed to come to a consensus on pari passu to provide a basis for market acceptability for a first mover. The discussions on aggregation, in contrast, entered more of an exploratory realm. The Roundtable agreed that a key policy goal of constructing an aggregation framework was to reduce the scope for obtaining blocking positions, provide the sovereign with greater flexibility and at the same time protect against possible abuse or oppression of the minority by sovereigns. While there was wide acceptance of the concept of aggregation in principle, it was also recognized that to achieve these goals, there were numerous design details to be worked out with consequential legal ramifications and an enormous bearing on market acceptability. In wrapping up the second meeting, the Roundtable agreed to further pursue the one-limb option and its requisite features and come to a conclusion on the future of the pari passu clause. The IMF also expressed interest in pursuing further work on the contractual framework, using the Roundtable’s work as a foundation to inform its activities. An initial discussion focused on whether to use a ‘one limb’ aggregated voting structure, or a ‘two limb’ structure with an aggregated and a per series vote. Several European officials supported a ‘two limb’ structure as this approach had already been enshrined in the ESM treaty, developed and adopted within the euro-area. The rest of the Roundtable wished to explore whether a suitable ‘one limb’ framework could be developed, and felt an appropriate aggregation clause could further reduce incentives for creditor litigation. 10 One participant offered the insight that an important feature of a one-limb aggregation structure was that it would lessen the chances that a creditor—that might wish to vote against the proposal, but be willing to accept it should the requisite majority decide to do so—would ‘accidentally’ be kept out of the restructuring. The Roundtable began to delve into the kinds of protections that would be essential to protect against abuse of the minority. Most significantly, the Roundtable agreed that there should be a high voting threshold for one-limb aggregation, and that all participants in an aggregated vote should be treated the same. Participants also agreed that the scope of aggregated debt should be confined to foreign law sovereign bonds, and thus differ from the European CAC framework, which did not differentiate between foreign and domestic law bonds. In discussions in early 2014, including conference calls, and at a third meeting in April, the Roundtable reviewed a model aggregation clause 11 and bore down on achieving concrete results. In wrapping up this meeting, the Roundtable also welcomed ICMA’s proposal to develop model pari passu and aggregation language and conduct a public consultation. 12 To address the question of which pari passu option to pursue and given the view that eliminating the clause might not be seen as acceptable by all market participants, the Roundtable agreed to back model pari passu language that disavowed the ratable payments interpretation. The Roundtable further agreed that aggregation, allowing for a single cross-series vote with strong safeguards, along with a bond-by-bond restructuring option, would help promote the orderliness and predictability of the sovereign debt-restructuring process. With respect to safeguards, it was agreed that: ‘voting thresholds’ should be set at a level which an aggregated cross-series modification vote could only succeed with the support of a large super-majority (ultimately 75 per cent of the eligible outstanding principal); single-limb aggregation would be limited to ‘bonds governed by foreign law’ (outside of the euro-area, which retained its two-limb structure for foreign and domestic bonds); ‘uniform applicability’ would provide for an identical offer requirement for any cross-series vote; ‘robust disenfranchisement provisions’ would exclude bonds controlled by the issuer from the vote; and ‘enhanced transparency and information disclosure’ would be required such that the issuer would need to disclose its overall restructuring plan, including its proposed treatment of other groups of creditors and claims, as part of its offer. In subsequent months, ICMA’s model clauses became the new market standard. The IMF staff proposed to prepare a staff paper for the IMF Executive Board to endorse the key features of the model pari passu and aggregation language. 13 The third and last meeting of the Roundtable was by no means the end of the process. It was critical to develop a strong legal and market consensus behind the new clauses in order for a ‘first mover’ to move without facing market turbulence. Roundtable participants dedicated themselves to this task over the course of the remainder of the an initial and ICMA of proposed model clauses was provided to Roundtable participants for to market participants and their While the of the ICMA model clauses were the same for both the New York and were required to to the of each market. In the of information about the new clauses and their were with leading sovereign debt legal in both New York and Treasury staff also with market In particular, staff with representatives in a series of with of the New emerging market and and also reached out to several London-based Roundtable participants also with debt in potential emerging market sovereign bond issuing especially that had not in the working The IMF an role as The were by IMF staff in a series of and discussions with public debt the basis of a paper in large part by the of the the IMF Board also in the of 2014 the use of modified pari passu clauses in new international sovereign bonds so as to enhance legal and across The Board noted the broad support of for CACs with aggregation features, and in particular considered the limb’ clause with appropriate safeguards along the of forward in the model ICMA clauses as a significant to the sovereign debt-restructuring process. In addition to the IMF the of the market-based contractual framework also the strong of the official The of the G20 Finance and Bank meeting in Cairns, in as well as the G20 Leaders’ in in both the strengthened 16 Most significantly, countries began to sovereign bonds with the new clauses. In particular, Mexico in around the time of the the first public offering with the strengthened CACs under New York in bonds strong and in the in the same leadership as in 2003, the issuance with new CACs the first mover and no pricing impact Mexico’s issuance was by the of its Finance debt in the Around this time, many other countries from of the followed in was the first mover at the global leading the in the market. While the advent of the new CACs a major it not a and work to be to strengthen the contractual framework. The inclusion of new CACs in bonds will address the future of sovereign but it will not address the large outstanding noted by the that and it will 10 years for per cent to This process could be by Some market participants to be possible The of the new CACs so far been strong in the New York which a in which have more of an and been strong but not as but especially for the market. 17 Several issuers have it to thus over or raising in several than the more work and of a new global But in time, such countries will use new the new clauses. already this continue in some quarters about whether the of a restructuring should be through the required use of a structure, including one in which the to a and pay its This was not by the Roundtable, which was focused from the on in two pari passu and Some country representatives, especially at the United Nations, continue to for of a statutory the statutory approach little support in the IMF and and been by the USA and the key in which over of foreign law bond issuance of the new CACs the of the contractual framework and again work on statutory approaches to be needed or in financial policy The recent of CACs through the of the meaning of the pari passu clause and the advent of single-limb aggregation with strong creditor protections a of the of the international financial time and work needed for the new CACs to their full potential in the orderliness and predictability of the sovereign debt-restructuring process. in a of time, the strengthened CACs already a part of the international financial and have the of the contractual framework, the foundation for which was in the early US Treasury staff and a international in which all up their to of new

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European Union Policy and Governance
European and International Law Studies
Social Sciences and Governance
Original source
Feb 27, 2007·HAL (Le Centre pour la Communication Scientifique Directe)
3 cites
Gouvernance locale, maîtrise d'ouvrage communale et stratégies de développement local au Sénégal : l'expérience de la ville de Saint-Louis

Demba Niang

Decentralization in Senegal and its most visible pillar, municipalization, give rise to several issues. A<br />strong general sentiment exists that, once political quitus acquired, elected officials seem to content<br />themselves with the representative democracy that brought them to local power. In particular, these<br />issues are manifested by the populations' distrust of local public action and by social divisions, in which<br />underdevelopment remains very visible.<br />Several attempts at reform have been carried out between 1966 and 1996 with the laws on regionalization.<br />Local government authorities have conducted several experiments, often with foreign impetus,<br />particularly as a result of decentralized cooperation. Although it soon becomes clear that a considerable<br />part of this impetus comes from abroad, the experiment carried out in Saint Louis, with the help of<br />decentralized cooperation in the form of the Lille-Saint-Louis Partnership, demonstrated that it is possible<br />for local development to become a reality. Despite constraints faced by the city and its Institution, local<br />politicians expressed a willingness to relay outside impetus.<br />What lessons can be learned from this process?<br />To what extent do the funding and construction of infrastructures, mainly financed by foreign sources,<br />help strengthen the vision and abilities of elected officials to conduct development policy, while taking<br />into account the point of view and expectations of different social groups? On a more general level, how<br />do the systems set up in Saint Louis (Agence de Développement Communal or Municipal Development<br />Agency, and Conseils de Quartier or Neighbourhood Councils) encourage democratic, efficient and<br />transparent management by local government?<br />In examining these questions through a thesis, the goal was, on one hand, to build upon ten-years' field<br />experience in an academic framework and, on the other hand, to gain sufficient perspective in order to<br />problematize the various development practices induced by this experiment, in a context characterized<br />by an exceptionally complex game and system of actors. Working toward these two aims led to further<br />questioning of the transformations which Saint Louis has undergone and their impact on the ability of the<br />municipality to maintain control over communal development projects as contracting owner, which, along<br />with the strengthening of local democracy, seem essential foundations for a municipalization worthy of<br />such a name.

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Agriculture and Rural Development Research
Social Sciences and Governance
Original source
Dec 15, 2000·SSRN Electronic Journal
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Elements of a Post-Fordist System of Collective Bargaining in France

Olivier Mériaux

This paper examines the recent changes in collective bargaining in France and the characteristics and conditions of the emergence of a post-Fordist bargaining system. For the last two years, die system of collective bargaining in France has been through an accelerated phase of change. The Aubry laws on 35 hours have revitalized the collective bargaining on working time and work organization by expanding the decentralization movement observed since the early 1980s: the number of enterprise agreements increased from 6,400 in 1987 to 13,300 in 1998 and 31,000 in 1999. The revival of collective bargaining through the government's political agenda has also rekindled the controversy over the respective roles of die agreement and the law in the production of standards governing labour relations. Due to the social partners' reticence about contractual commitment as well as the state's influence, industry-wide collective bargaining has for a long time been confined to a secondary role in relation to die legal provisions on which it could only improve or complement. From the early 1980s onwards, this hierarchy of standards based on me principle of favour was gradually weakened as enterprise agreements that allowed for working time beyond standards were legalized. This radically changed the function of bargaining. As a law- improvement tool, it became an instrument of change and decentralized adaptation to work rules, especially in the firm. Since less than 10 per cent of French employees were unionized, this change gave rise to numerous questions about me unequal distribution of capacities of action between employers and employees' representatives. The greater autonomy of enterprise regulation vis-a-vis die legal standards and industry-wide agreements cardes the risk of a return to employer self-regulation. This risk is all the greater as collective bargaining has become more complex and tends to be more oriented towards job regulation than distributive management of the capital-labour relationship. The social compromise of the Golden Age was based on a scheme of statutory bargaining that entalled a trade-off between wages and contribution to production, the organization of which was left to management by die union actor. With a focus on a compromise between employment and competitiveness — through reduction of working time in the case of France — post-Fordist collective bargaining deals simultaneously with all the parameters of me employment relation: working time, qualifications, quantitative job evolution, reorganization of production, wage policy, and investment strategies. Such an extension of the field of bargaining inevitably leads to a rethinking of the actors' doctrines and strategies, inasmuch as they had strongly incorporated the division between economie and social matters inherent in the Fordist compromise. For employers, this implies sharing, if not only a part of their managerial power, then at least information on the firm's economie strategies. For trade unions, these new contractual dynamics imply greater expertise and a renewal of modes of legitimation, which were previously based mainly on conventional wage demands. The new paradigm of collective bargaining, which is more autonomous, more complex and more demanding for industrial relations actors, undoubtedly calls for a greater consideration of local or regional dynamics. Previously, the decentraHzation of industrial relations was not accompanied by a regional framework sensitive to the negotiated regulation of labour relations. Yet, the growing importance of local forms of coordination in the performance of social Systems of production, as well as in managerial practices, tends to erase the firm's physical borders. The forms of outsourcing of activities that often come with a triangulation of labour relations (dissociation between the worker, the user of the workforce and the person responsible for the employment relationship) make the regulation typical of the Fordist era quite ineffectual. Neither the firm nor the industry is up to the emerging challenges of employment regulation in these new production organizations. Although the legal resources necessary for regionalizing collective bargaining do exist, the hegemony of industry federations and the structural weakness of local inter-industry authorities, both workers' and employers', still constitute a formidable obstacle.

Open access
Social Sciences and Governance
Original source