Cited by 23Public Policy and Administration ResearchLocal Government Finance and DecentralizationFiscal Policies and Political Economy

Budgeting for Social Equity: Exploring the (Nearly) Unknown

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McDonald III, Bruce D., McCandless, Sean A.·2025·Journal of Social Equity and Public Administration

Abstract

Public administration has become increasingly concerned with social equity, particularly in budgetary processes. Local governments have adopted so-called equity budgeting practices, yet little is understood about how and why they are adopted; what budgeting practices are deemed social equity budgeting versus traditional budgeting; what is required to adopt and implement social equity budgeting successfully; and how success is measured. We analyzed government and nonprofit documents on social equity budgeting, followed by interviews with local government budget directors serving “early adopter cities” of social equity budgeting practices. We developed a framework of social equity budgeting practices to link the findings regarding systemic, societal, political, managerial, and legal practices needed for social equity budgeting among these early adopter cities. Five themes were identified that underlie the successful adoption of a social equity lens: broad grassroots efforts, receptive elective leaders, extended community engagement, buy-in by public administrators, and discourse on how to measure equity.

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  • The interview was developed using the dimensions of social equity developed by Johnson and Svara (2015) and further clarified in McDonald and McCandless (2025).

    “The semistructured interview was developed using the dimensions of social equity developed by Johnson and Svara (2015) and further clarified in McDonald and McCandless (2025).”

    From Participatory Budgeting for Social Equity: A Comparative Analysis (2025) · cites this paper as McDonald and McCandless 2025

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Research works printed but not linked: 11

  1. Afshan, Saman, and Bruce D. McDonald. 2024. "Who Sets the Rules? The Case of the Office of Budget and Management." In Women & Regulations: Challenging the Status Quo, edited by Sara Rinfret and Michelle Pautz. Temple University Press.
  2. Frederickson, H. George. 2010. Social Equity and Public Administration: Origins, Developments, and Applica- tions. Routledge.
  3. Gooden, Susan, Richard Gregory Johnson III, Sean Mc- Candless, and RaJade Berry-James. 2023. "The Jour- nal of Social Equity and Public Administration: From Vision to Victory." Journal of Social Equity and Public Administration 1 (1): 1-12. https://doi.org/10.24926/ jsepa.v1i1.4770 Government Alliance on Race and Equity (GARE). 2021. Tools and Resources. Accessed February 13, 2022. Budgeting for Social Equity: Exploring the (Nearly) Unknown | 25 https://www.racialequityalliance.org/resources/gare- resources Government Finance Officers Association. 2021. What Is Equity? Accessed January 1, 2022. https://www.gfoa. org/equity · DOI
  4. Guy, Mary E, Meredith A. Newman, M.A., & Sharon H. Mastracci. 2008. Emotional Labor: Putting the Service in Public Service. Routledge.
  5. Hoefer, Robert. 2022. "The Multiple Streams Frame- work: Understanding and Applying the Problems, Pol- icies, and Politics Approach." Journal of Policy Practice and Research, 3: 1-5. https://doi.org/10.1007/s42972- 022-00049-2 · DOI
  6. Kavanagh, Shayne, and Jake Kowalski. 2021. "The Basics of Equity in Budgeting." Government Finance Review 37 (1): 18-27.
  7. Kettl, Donald F. 2020. Politics of the Administrative Process, 8th ed. CQ Press.
  8. Kuenneke, Ashley, and Gina Scutelnicu. 2021. "How Successful Is Participatory Budgeting in Promoting Social Equity? Evidence from New York City." Public Administration Quarterly 45 (4): 370-391. https://doi. org/10.37808/paq.45.4.2 · DOI · Paper page
  9. McDonald, Bruce D. 2025. Social Equity in Budgeting. Temple University Press. Forthcoming.
  10. McDonald, Bruce D., and Sean McCandless. 2022. "In- corporating Social Equity." In Teaching Public Budget- ing and Finance: A Practical Guide, edited by Bruce D. McDonald and Meagan M. Jordan, 236-256. Routledge.
  11. McDonald, Bruce D., Sarah E. Larson, Craig S. Maher, Shayne Kavanagh, Kenneth W. Hunter, Christopher B. Goodman, Honey Minkowitz, Sean A. McCand- less, Saman Afshan, Meagan M. Jordan, et al. 2024. "Establishing an Agenda for Public Budgeting and Fi- nance Research." Public Finance Journal. https://doi. org/10.59469/pfj.2024.15 · DOI

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Authors
McDonald III, B. D., & McCandless, S. A.
Affiliations
University of Illinois at Springfield (US)
Venue
Journal of Social Equity and Public Administration
Published
2025-01-02
Volume
3
Issue
1
ISSN
2832-9287 (ISSN-L)
OpenAlex
W4406030573
Cited by
23
References
49
Citations by year
2026: 5 · 2025: 9 · 2024: 4 · 2023: 3 · 2022: 2
FWCI
23.28
Type
journal article
Language
en
Open access
Locations
  • Journal of Social Equity and Public Administration (publishedVersion, cc-by)
  • SSRN Electronic Journal (acceptedVersion)
  • ODU Digital Commons (Old Dominion University) (submittedVersion, cc-by)
  • DOAJ (DOAJ: Directory of Open Access Journals) (submittedVersion, cc-by-sa)
Topics
  • Social Sciences › Public Administration › Public Policy and Administration Research
  • Social Sciences › Political Science and International Relations › Local Government Finance and Decentralization
  • Social Sciences › Economics, Econometrics and Finance › Economics and Econometrics › Fiscal Policies and Political Economy
Keywords
local government budgeting, equity lens, community participation, elected officials

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