TOT on Gender Responsive Budgeting - PowerPoint Presentation

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TOT on Gender Responsive BudgetingRussian Presidential Academy on the Economy and Public Administration Sponsored by UN WomenMoscow, 18 – 22 June, 2012Sheila Quinn, Gender Specialist, Ireland

Tooling UP: How to do GRBSlide2

Opening the Tool Box – 3, 2, 1 sheilagquinn@gmail.com2Slide3

3 Stages of GRB sheilagquinn@gmail.com3Slide4

Stage 1 – Analysis for Gender Perspectivesheilagquinn@gmail.com4Slide5

Stage 2 – Restructuring the Budget sheilagquinn@gmail.com5Slide6

Stage 3 – Mainstreaming Gender as a category of analysis and control sheilagquinn@gmail.com6GRB is not just about content of budgets – the line items that go to make up the totalGRB is also about the process:How budget decisions are made Assumptions informing the budgetWho makes decisions Who influences decisionsWho is denied access to decision making processThe

system

, which purports to be gender neutral, is in fact gender blind, and in danger, therefore, of being gender biased, but be transformed to become gender sensitive

Involves capacity building, new data systems, awareness of trends in service users and changes in environment (changes in employment, demographic changes, current recession, etc)

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2 Approachessheilagquinn@gmail.com7Determine gender equality objectives relevant to each sector/department/geographic areaCost and incorporate these objectives within the budgetary processApproach used in Austria Subject all budgetary items to gender sensitive analysis Use mechanism to determine gender relevance OR other mechanism to ‘categorise’ each budgetary itemApproach used in Belgium Slide8

Commonwealth Secretariat Tools – Diane Elsonsheilagquinn@gmail.com8Gender-Disaggregated Beneficiary Assessment of Public Service Delivery and Budget Priorities.Gender-Disaggregated Public Expenditure Incidence AnalysisGender-Aware Policy Appraisal.Gender-Aware Budget Statement.Gender-Disaggregated Analysis of the Budget on Time Use.Gender Aware Medium Term Economic Policy Framework.Gender-Disaggregated Public Revenue Incidence Analysis.Slide9

5 Step Methodology – South Africa sheilagquinn@gmail.com9Analysis of the situation for women and men and girls and boys in a given sector Assessment of the extent to which the sector’s policy addresses the gender issues and gaps described in the first stepAssessment of the adequacy of the budget allocations (inputs) to implement the gender sensitive policies and programmes identified in step 2 aboveSlide10

5 Step Methodology – South Africa sheilagquinn@gmail.com10Monitoring whether the money was spend as planned, what was delivered and to whom. This involves checking both financial performance and the physical deliverables - outputsAssessment of the impact of the policy/programme/scheme and the extent to which the situation described in Step 1 has been change, in the direction of gender equality - outcomesSlide11

3 Categories of Expenditure – towards a gender equality budget statement sheilagquinn@gmail.com11Slide12

Benefit Incidence Analysis - ObjectiveBenefit incidence analysis - method of computing distribution of public expenditure across different demographic groups, such as women and men. OECD Glossary of Statistical Terms http://stats.oecd.org/glossary/detail.asp?ID=6811To reveal how government services, and therefore government spending, benefits men and women.To raise awareness regarding the gender issues related to the differential impact.To illustrate the need for a gender-sensitive approach to budgetary decisions.Slide13

Benefit Incidence Analysis – 4 Steps sheilagquinn@gmail.com13Slide14

Benefit Incidence Analysis – Application sheilagquinn@gmail.com14At both aggregate level – what is the total national budget on education and how many girls and boys are enrolled?Also to delimited budget line – health promotion programme, back to work scheme, rural transport scheme etc. Different level of statistics neededAt its most basic level it is a simple calculationSlide15

Extending the Analysis sheilagquinn@gmail.com15Extending the focus of analysis AND involving other data and expertise, e.g. colleagues in other departments, feedback from end users, equality activists and experts Knowing the target groupExploring the Budget LineMatching Policy with SpendingElson: GRB is about bringing together sets of knowledge and information which are not normally examined togetherSlide16

Knowing the Target Group sheilagquinn@gmail.com16What is the profile of the target group for whom the programme is planned? Level of info re sex, age, race, location, civil status etc Does the profile of the beneficiary match the profile of the target group? If not a match, who in the target group is not being reached? Why?What percentage of the target group has been reached through the programme?Slide17

Exploring the Budget Linesheilagquinn@gmail.com17Has all of the allocation for this programme been spent? If not, what is the level of the underspend?Has the allocation been sufficient for the size of the target group? (Look at the percentage of the target group that has been reached.)Has the allocation increased or decreased over the years?What is the nature of the allocatiaon in terms of core funding, time-limited, annual, etc. Slide18

Exploring the Budget Line (2) sheilagquinn@gmail.com18What objectives are attached to the funding line?What targets and indicators are in place to measure if objectives have been met?How does the State’s GES apply to this programme?Has a gender impact assessment been applied to this programme?Are there systems in place to monitor the impact of the programme? (Next Slide shows Framework for relating budget to gender equality produced by Diane Elson (2002)) Slide19

sheilagquinn@gmail.com19FOCUSACCOUNTING FOR GENDER DATA/INFORMATION REQUIRED Inputs (money appropriated and spent as presented in the Functional Of Programme Classification

Are the

inputs adequate to achieve gender equality as well as other objectives

Sex-disaggregated data

Output and Impact Objectives and Indicators – may need improvement by identifying sources of relevant statistics

Understanding of gender relations

Dialogue between government officials and civil society recommended as one of the approaches to achieving understanding

If the answer to the questions is NO, then changes need to be identified in all four areas to close the identified gender gaps.

Activities

(services planned and delivered, e.g. health services, enterprise support, social transfers etc)

Are activities designed to be equally appropriate to women and men ?

Are activities adequate to achieve gender equality, as well as other objectives?

Outputs

(Planned and delivered utilization of the activities, e.g. patients treated, business supported, incomes increased, etc)

Are outputs fairly distributed between women and men?

Are the outputs adequate to achieve gender equality, as well as other objectives?

Impacts

(planned and actual achievements in relation to broader objectives, e.g. healthy people, competitive businesses, poverty reduction

Do the impacts promote gender equality, as well as other objectives?

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Bridging the Policy – Budget Gapsheilagquinn@gmail.com20Vital question at this stage of analysis is:Is it possible to determine the impact of this programme on gender inequality:Has it reduced it?Has it exacerbated it?Has it made no impact on gender inequality?Gender responsive budgeting brings together two sets of information that traditionally have been kept separate: information on gender equality and information on public finance Slide21

sheilagquinn@gmail.com21The answer to the question and the quality of analysis produced will provide valuable information on:capacity of systems to conduct analysisavailability of dataquality of data in relation to disaggregationrelationship of spending decisions and gender equality policy The analysis will also provide pointers as to:what action - in terms of training and development of systems – needs to be taken in order to improve analytic capacity, and how analysis can be deepened and systematized.