Adjustment of the costing tool of evaluation of needs to national planning and budgeting instruments: A methodological proposal from Bolivia

Adjustment of the costing tool of evaluation of needs to national planning and budgeting instruments:

A methodological proposal from Bolivia

VICE-MINISTRY OF EQUAL OPPORTUNITIES (VIO) COLECTIVO CABILDEO

ONU MUJERES

Silvia Fernández

BOLIVIA, September 2013

2

RELATION WITH THE CONTEXT*Construction of the Plurinational State.

*The proposal of a new economic model under the “Living Well” paradigm: Political Constitution (CPE), National Development Plan (PND), Plural Economy and new laws and regulations.

*Advancements in regulations in terms of the rights of women and gender equality in the CPE.

*The National Plan of Gender Equality (PIO ): decolonization & depatriachalization, but outside the national planning and budgeting processes.

*Scarce allocation of public budget for gender equality (Analysis of GRB - reports).

*Demand for the fulfillment and the protection of the right of women to a life free from violence.

*Strengthening of women institutions and organizations working for women’s rights, intercultural issues and GRB.

3

POLITICAL POSSITIONING AND APPROACH OF COSTING – MOTIVATION*The theoretical-political framework of the “living well”

paradigm, decolonization, depatriarchalization and feminist economy.

*Public administration in the Plurinational State: inclusion of gender equality in planning and budgeting processes and tools taking into consideration entities’ competencies.

*Assuming “Costing” as an instrument that contributes to the reduction of inequalities, considering poverty indicators, gender gaps and categories of investment in gender equality.

OBJECTIVE:

To achieve changes in fiscal policy trough the reorientation of the expenses policy.

4

* Stages and strategic orientation of the Bolivian experience

5

What was costed and why was it chosen to be costed? – Technical approach

1st Stage

* Pre-investment for the execution of the Economic Productive Component of the PIO. Strategic orientation of economic issue, the discussion about the resources redistribution mechanisms.

2nd Stage

* Two interventions for rural women and the consolidation of the Gender Directorate of the Ministry of Productive Development and Plural Economy: Integration of regulations for gender equality in planning and budgeting processes of the ministry.

3rd Stage

* Violence Component of the PIO and the implementation of 2 services for the attention, prevention and protection under the Law Against Violence -institutionalization of regulations and services for a life free of violence based on competencies-: Demand of the fulfillment and the protection of the right of being free form violence and approval of the Law.

* Field of application: National, defined by the PIO (Plan of Equal Opportunities) and the Law 348/13, population according to IDH allocations.

* Bolivia: Municipalities by Budget and Direct Hydrocarbon Allocations (IDH)500000,000000

500000,000000

700000,000000

700000,000000

900000,000000

900000,000000

1100000,000000

1100000,000000

1300000,000000

1300000,000000

1500000,000000

1500000,000000

1700000,000000

1700000,000000

300

00,0

00

00

0

300

00,0

00

00

0

330

000,0

00

00

0

330

000,0

00

00

0

630

000,0

00

00

0

630

000,0

00

00

0

930

000,0

00

00

0

930

000,0

00

00

0

123

0000

,00

00

00

123

0000

,00

00

00

153

0000

,00

00

00

153

0000

,00

00

00

183

0000

,00

00

00

183

0000

,00

00

00

Bolivia_327Municip_Final1

NIVEL IDH

Medio Alto

Medio Medio

Medio Bajo

Bajo

PRESUPUESTO

<all other values>

PRESU_2

<Null>

A

B

C

D

E

F

G

H

I

J

0 110.000 220.000 330.000 440.00055.000

Meters

Medium – High IDH = 0,70-0,77 (21 cases); Medium – Medium IDH = 0,60-0,69 (108 cases); Medium – Low IDH = 0,50-0,59 142(cases) Low IDH = <0,50 (56 cases).

* Bolivia: Distribution of Municipalities by Presence of Integral Legal Municipal Service

(SLIM) and Registry of the VRG in Health stablishments (SNIS,2012)

500000,000000

500000,000000

700000,000000

700000,000000

900000,000000

900000,000000

1100000,000000

1100000,000000

1300000,000000

1300000,000000

1500000,000000

1500000,000000

1700000,000000

1700000,000000

300

00,0

00

00

0

300

00,0

00

00

0

330

00

0,00

00

00

330

00

0,00

00

00

630

00

0,00

00

00

630

00

0,00

00

00

930

00

0,00

00

00

930

00

0,00

00

00

123

00

00,0

00

00

0

123

00

00,0

00

00

0

153

00

00,0

00

00

0

153

00

00,0

00

00

0

183

00

00,0

00

00

0

183

00

00,0

00

00

0

500000,000000

500000,000000

700000,000000

700000,000000

900000,000000

900000,000000

1100000,000000

1100000,000000

1300000,000000

1300000,000000

1500000,000000

1500000,000000

1700000,000000

1700000,000000

300

00,0

00

00

0

300

00,0

00

00

0

330

00

0,00

00

00

330

00

0,00

00

00

630

00

0,00

00

00

630

00

0,00

00

00

930

00

0,00

00

00

930

00

0,00

00

00

123

00

00,0

00

00

0

123

00

00,0

00

00

0

153

00

00,0

00

00

0

153

00

00,0

00

00

0

0 110.000 220.000 330.000 440.00055.000

Meters

.

Legend

SLIM<all other values>

EXISTENCIA_SLIMSin SLIM

Con SLIM

<Null>

.

0 100 200 300 40050

Miles

EXISTENCIA_SER_ATENCION

VIF TOT MUJ

Sin Registro VRG

Con Registro VRG

8

Who carried out the costing exercise? *Who carried out the costing exercise? Which were the key strategic

alliances?

1st StageHuman Rights Commission of the Parliament, Vice-Ministry of Equal

Opportunities (VIO) and UN Women – Technical Costing Committee; economic area ministries, NGOs that work with issues related to gender equality.

2nd StageVIO – Ministry of Productive Development and Plural Economy, UN Women –

National Teamwork of Gender Responsive Budgets (MNT-GRB) - FCC, Ministry of Health, Ministry of Labor.

3rd StageVIO, National Service of Autonomies and Colectivo Cabildeo (Technical Committee) Ministries of: de Autonomies, Justice, Productive Development and Plural Economy, Communications, Transparency, Economy and Public Finances and Planning, MNT-GRB and UN Women.

9

*How was the costing process carried out? Matrix of Coherence and Priorities

IDENTIFYED PROBLEMS

GENDER GAPS

INDICATORSVARIABLE

(*)ENTITY

COMPETENCIE

COHERENCE OF POLITICAL ACTIONS

BASELINE (PUBLIC POLICY)

GENDER EQUALITY

REGULATIONS

GOALIMPACT

INDICATOR (**)

OBJETIVO DE GESTON

DEL PEI

GENDER EQUALITY POLICIES

CONCURRENT ACTIONS

10

* METHODOLOGY OF THE PROCESS OF COSTING REGULATIONS/ INTERVENTIONS FOR GENDER

EQUALITY Combination: Discussion methodology and costing process

11

Articulation of costing to the planning and budgeting

processes*How were the sources of possible financing identified?

1.Analysis of National Budget – Sources of public financing.

2.Analysis of Annual Operating Plans (POA) – Budget of 6 ministries of the productive economic component area.

3.Presentation to the international cooperation.

4.Analysis of competencies by territorial government levels (national, departmental and municipal).

12

Results or ImpactsWhat was achieved trough the use of the results of the costing exercise (e.g. Influence in regulations, policies and budgets, etc.)? *Instructive order from the Ministry of the Presidency to allocate

budgets to entities for different costed actions of the PIO.

*Appropriation of the costing methodology and tool by the National Service of Autonomies (SEA), continuity and expansion of costing exercises.

*Cost of the pre-investment of the PIO.

*2 costed programs and mainstreaming of gender in the planning process and the implementation of the Gender Directorate of the Ministry of Productive Development.

*Attention, prevention and protection services costed at a territorial level.

*Program for the institutionalization of the attention, prevention and eradication of violence has been costed.

13

2. How was the process and its results documented and/or systematized?

Guidelines of the process and costing tool. Document outlining the results.

3. How was it disseminated?

“Collectivization” – socialization in special workshops and dissemination through the UN Women Bolivia website.

14

Difficulties and Challenges1. Main difficulties and issues that hinder the

implementation of the tool or methodology and how where they sort out.

Weaknesses and absence of updated information, mainly regarding gaps in gender related issue like violence.

Limited institutional capacity of the Vice ministry of Equal Opportunities (VIO) and limited budget.

High level of staff rotation in the public sector. Mechanisms and tools of public administration not to

flexible in terms of gender equality.

2. Main technical challenges in the methodological process.

*Increase strategic alliances among stakeholders.

*Strengthening of the capacities of influence and accountability of women’s organizations.

15

Lessons Learned 1. Lessons learned and recommendations to increase

financing for gender equality for the National Government and the International Cooperation.

The Country:

*Establishment of process and capacities to identify priorities in the reduction of gender gaps and promote the inclusion of gender issues in planning and budgeting systems.

*Permanent update of information and public registry systems.

*International Cooperation: support and strengthening of the integration of costing processes and tools as part of public budgeting exercises.

*Strengthening of the the capacities for the elaboration of proposals, influence and accountability of women’s organizations.

16

Silvia Fernández

* Thank you for your attention…