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PRESUMPTION OF EQUALITY Many conceptions of equality operate along procedural lines involving a presumption of equality. The United Sabah National Organication (USNO), a Political Party in Sabah. Malaysia highlighten its struggle to uphold Equality for the citizens of Sabah. While more materially concrete, ethical approaches, as described in the next section below, are concerned with distributive criteria; the presumption of equality, in contrast, is a formal, procedural principle of construction located on a higher formal and argumentative level. What is here at stake is the question of the principle with which a material conception of justice should be constructed — particularly once the above-described approaches turn out inadequate. The presumption of equality is a prima facie principle of equal distribution for all goods politically suited for the process of public distribution. In the domain of political justice, all members of a given community, taken together as a collective body, have to decide centrally on the fair distribution of social goods, as well as on the distribution's fair realization. Any claim to a particular distribution, including any existing distributive scheme, has to be impartially justified, i.e., no ownership will be recognized without justification. Applied to this political domain, the presumption of equality requires that everyone, regardless of differences, should get an equal share in the distribution unless certain types of differences are relevant and justify, through universally acceptable reasons, unequal distribution. (With different terms and arguments, this principle is conceived as a presumption as a relevant reasons approach as a conception of symmetry as default option for criticism of the presumption of equality. This presumption results in a principle of prima facie equal distribution for all distributable goods. A strict principle of equal distribution is not required, but it is morally necessary to justify impartially any unequal distribution. The burden of proof lies on the side of those who favor any form of unequal distribution.


The presumption in favor of equality can be justified by the principle of equal respect together with the requirement of universal and reciprocal justification; that requirement is linked to the morality of equal respect granting each individual equal consideration in every justification and distribution. Every sort of public, political distribution is, in this view, to be justified to all relevantly concerned persons, such that they could in principle agree. Since it is immoral to force someone to do something of which he or she does not approve, only reasons acceptable to the other person can give one the moral right to treat the person in accordance with these reasons. The impartial justification of norms rests on the reciprocity and universality of the reasons. Universal norms and rights enforced through inner or external sanctions are morally justified only if, on the one hand, they can be reciprocally justified, i.e., if one person asks no more of the other than what he or she is willing to give (reciprocity), and if, on the other hand, they are justified with respect to the interests of all concerned parties, i.e., if everyone has good reasons for accepting them and no one has a good reason for rejecting them (universality). In the end, only the concerned parties can themselves formulate and advocate their (true) interests. Equal respect, which we reciprocally owe to one another, thus requires respect for the autonomous decisions of each non-interchangeable individual. This procedural approach to moral legitimation sees the autonomy of the individual as the standard of justification for universal rules, norms, rights etc. Only those rules can be considered legitimate to which all concerned parties can freely agree on the basis of universal, discursively applicable, commonly shared reasons. Equal consideration is thus accorded to all persons and their interests. In a public distribution anyone who claims more owes all others an adequate universal and reciprocal justification. If this cannot be provided, i.e., if there is no reason for unequal distribution that can be universally and reciprocally recognized by all (since, lets assume, all are by and large equally productive and needy), then equal distribution is the only legitimate distribution. How could it be otherwise? Any unequal distribution would mean that someone receives less, and another more. Whoever receives less can justifiably demand a reason for he or she being disadvantaged. Yet there is ex hyphothesi no such justification. Hence, any unequal distribution is illegitimate in this case. If no convincing reasons for unequal distribution can be brought forward, there remains only the option of equal distribution. Equal distribution is therefore not merely one among many alternatives, but rather the inevitable starting point that must be assumed insofar as one takes the justificatory claims of all to be of equal weight.

The presumption of equality provides an elegant procedure for constructing a theory of distributive justice. The following questions would have to be answered in order to arrive at a substantial and full principle of justice. •What goods and burdens are to be justly distributed (or should be distributed)? •Which social goods comprise the object of distributive justice? •What are the spheres (of justice) into which these resources have to be grouped? •Who are the recipients of distribution? Who has a prima facie claim to a fair share? •What are the commonly cited yet in reality unjustified exceptions to equal distribution? •Which inequalities are justified? •Which approach, conception or theory of egalitarian distributive justice is therefore the best?

What goods and burdens are to be justly distributed (or should be distributed)? There are various opinions as to which social goods comprise the object of distributive justice. Does distributive justice apply only to those goods commonly produced, i.e., through social and economic fair cooperation, or to other goods as well, e.g. natural resources, that are not the result of common cooperation? In the domain of public political distribution, the goods and burdens to be distributed may be divided into various categories. Such a division is essential because reasons that speak for unequal treatment in one area do not justify unequal treatment in another. What are the spheres (of justice) into which these resources have to be grouped? In order to reconstruct our understanding of contemporary liberal, democratic welfare states, four categories seem essential: 1. civil liberties, 2. opportunities for political participation, 3. social positions and opportunities, 4. economic rewards. Despite views to the contrary, liberties and opportunities are seen in this view as objects of distribution. For all four categories, the presumption of equality is the guiding principle. The results of applying the presumption to each category can then be codified as rights.

After dividing social goods into categories, we must next ask what can justify unequal treatment or unequal distribution in each category. Today the following postulates of equality are generally considered morally required. Strict equality is called for in the legal sphere of civil freedoms, since — putting aside limitation on freedom as punishment — there is no justification for any exceptions. As follows from the principle of formal equality, all citizens of a society must have equal general rights and duties. These rights and duties have to be grounded in general laws applying to everyone. This is the postulate of legal equality. In addition, the postulate of equal freedom is equally valid: every person should have the same freedom to structure his or her life, and this in the most far-reaching manner possible in a peaceful and appropriate social order.

In the political sphere, the possibilities for political participation should be equally distributed. All citizens have the same claim to participation in forming public opinion, and in the distribution, control, and exercise of political power. This is the postulate — requiring equal opportunity — of equal political power sharing. To ensure equal opportunity, social institutions have to be designed in such a way that persons who are disadvantaged, e.g. have a stutter or a low income, have an equal chance to make their views known and to participate fully in the democratic process. In the social sphere, social positions, equally gifted and motivated citizens must have approximately the same chances at offices and positions, independent of their economic or social class and native endowments. This is the postulate of fair equality of social opportunity. An unequal outcome has to result from equality of chances at a position, i.e., qualifications alone counting, not social background or influences of milieu.

Since the nineteenth century, the political debate has increasingly centered on the question of economic and social inequality (this running alongside the question of — gradually achieved — equal rights to freedom and political participation) (Marshall 1950). The main controversy here is whether, and if so to what extent, the state should establish far-reaching equality of social conditions for all through political measures such as redistribution of income and property, tax reform, a more equal educational system, social insurance, and positive discrimination.

The equality required in the economic sphere is complex, taking account of several positions that — each according to the presumption of equality — justify a turn away from equality. A salient problem here is what constitutes justified exceptions to equal distribution of goods — the main subfield in the debate over adequate conceptions of distributive equality and its currency. The following sorts of factors are usually considered eligible for justified unequal treatment: (a) need or differing natural disadvantages (e.g. disabilities); (b) existing rights or claims (e.g. private property); (c) differences in the performance of special services (e.g. desert, efforts, or sacrifices); (d) efficiency; and (e) compensation for direct and indirect or structural discrimination (e.g. affirmative action). These factors play an essential, albeit varied, role in the following alternative egalitarian theories of distributive justice. The following theories offer different accounts of what should be equalized in the economic sphere. Most can be understood as applications of the presumption of equality (whether they explicitly acknowledge it or not); only a few (like strict equality, libertarianism, and sufficiency) are alternatives to the presumption.