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Gender Budgeting
in OECD Countries
Scherie Nicol
Budgeting and Public Expenditures
6 July 2017, CEESBO, Paris
• Gender budgeting in OECD countries
• OECD Gender Budgeting Toolkit
2
Outline of presentation
15 of 34 OECD countries do gender budgeting
(or are planning / considering it)
AUS
CAN
CHL
DNK
EST
FRA
DEU
GRC
HUN
IRL
LUX
NZL
POL
PRT
SVK
SVNCHEGBRUSA
CZE
TUR
ITA
AUT
BEL
ISL
FIN
ISR
JPN
KOR
MEX
NLD
NOR
ESP SWE
Introduced
Not
planned
Actively
considering
Planned
Source: 2016 OECD Survey of Gender Budgeting Practices
Status of gender budgeting
4
Majority of countries without GB still implement some
form of gender-responsiveness into policy-making
Number of broad policy areas with gender-responsive
policies in OECD countries without gender budgeting
“Perceived gender inequalities” a predominant
rationale for introducing Gender Budgeting
Source: 2016 OECD Survey of Gender Budgeting Practices
Relative importance of factors for introducing gender budgeting
6
Gender budgeting involves coordination
from across government and beyond
Key actors
Centre of government
• Ministry of Finance
• PM/President’s Office
Wider government
• Ministry of Equality
• Line Ministries
• Sub-central governments
Oversight institutions
• Parliament
• Audit Institution
Civil society
• Citizens
• Advocacy groups
KOREA GERMANY
The Ministry of Strategy and Finance
has the main responsibility for gender
budgeting.
Individual sector-based Ministries are
fully responsible for gender equality
policies within their areas of authority.
7
Different approaches to leadership and
coordination are observed across the OECD
Examples of centralised and decentralised leadership models
Source: 2016 OECD Survey of Gender Budgeting Practices
SPAIN ICELAND
A gender budgeting working group
consists of representatives from the
Ministry of Health, Social Services and
Equality, the Office of the Secretary of
State for Budgets and Expenditure
and the Directorate General of
Budgets.
The Ministry of Finance and the
Ministry of Equality work together to
prepare a gender budgeting
programme.
8
Different approaches to leadership and
coordination are observed across the OECD
Examples of coordinated gender budgeting leadership models
Source: 2016 OECD Survey of Gender Budgeting Practices
MOROCCO SWEDEN
The Moroccan Government regularly
communicates with civil society and
stakeholders in relation to gender
budgeting. Inter-agency groups
exchange good practices, expert
groups are asked for their advice, and
there is a structured dialogue with
civil society and other stakeholders.
Each year the Swedish Women’s
Lobby (an independent umbrella
organisation for women’s
organisations in Sweden) analyse the
state budget bill from a gender
equality perspective.
9
Different approaches to leadership and
coordination are observed across the OECD
Examples of external stakeholder involvement
Source: 2016 OECD Survey of Gender Budgeting Practices
10
Gender budgeting is applied at many
levels of government
Relative importance of factors for introducing gender budgeting
Multiple approaches to gender budgeting
ex ante GIA
performance setting
resource allocation
ex post GIA
budget baseline analysis
budget incidence analysis
gender audit of budget
gender needs assessment
spending review
other 8%
17%
33%
33%
50%
58%
58%
67%
67%
75%
Use of each gender budgeting tool among gender budgeting countries
Source: 2016 OECD Survey of Gender Budgeting Practices
Three broad categories of gender budgeting
13
OECD countries support the implementation
of gender budgeting in different ways
Administrative tools used to support the implementation
of gender budgeting
14
More work needs to be done to prove
the effectiveness of gender budgeting
Effectiveness of gender budgeting in policy development
and resource allocation
• Gender budgeting in OECD countries
• OECD Gender Budgeting Toolkit
15
Outline of presentation
16
OECD Gender Budgeting Toolkit
• Being developed to guide the
implementation of gender
budgeting
• Identifies:
– Key actions to consider
– Pitfalls to avoid
• Highlights good practice examples
from across the OECD
Elements of OECD Gender Budgeting Toolkit
ex ante
Gender impact
assessment
Budget baseline
analysis
Gender needs
assessment
concurrent
Performance
setting
Resource
allocation
Budget
incidence
analysis
ex post
ex post GIA
Gender audit
Spending
review
enabling environment
• Are there any elements missing from the gender
budgeting toolkit?
• Would you like to see more/less detail on individual
gender budgeting tools?
• Do you have country examples that you would like to
add to highlight good practice?
18
Questions for discussion
Thank you

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Gender budgeting - Scherie NICOL, OECD

  • 1. Gender Budgeting in OECD Countries Scherie Nicol Budgeting and Public Expenditures 6 July 2017, CEESBO, Paris
  • 2. • Gender budgeting in OECD countries • OECD Gender Budgeting Toolkit 2 Outline of presentation
  • 3. 15 of 34 OECD countries do gender budgeting (or are planning / considering it) AUS CAN CHL DNK EST FRA DEU GRC HUN IRL LUX NZL POL PRT SVK SVNCHEGBRUSA CZE TUR ITA AUT BEL ISL FIN ISR JPN KOR MEX NLD NOR ESP SWE Introduced Not planned Actively considering Planned Source: 2016 OECD Survey of Gender Budgeting Practices Status of gender budgeting
  • 4. 4 Majority of countries without GB still implement some form of gender-responsiveness into policy-making Number of broad policy areas with gender-responsive policies in OECD countries without gender budgeting
  • 5. “Perceived gender inequalities” a predominant rationale for introducing Gender Budgeting Source: 2016 OECD Survey of Gender Budgeting Practices Relative importance of factors for introducing gender budgeting
  • 6. 6 Gender budgeting involves coordination from across government and beyond Key actors Centre of government • Ministry of Finance • PM/President’s Office Wider government • Ministry of Equality • Line Ministries • Sub-central governments Oversight institutions • Parliament • Audit Institution Civil society • Citizens • Advocacy groups
  • 7. KOREA GERMANY The Ministry of Strategy and Finance has the main responsibility for gender budgeting. Individual sector-based Ministries are fully responsible for gender equality policies within their areas of authority. 7 Different approaches to leadership and coordination are observed across the OECD Examples of centralised and decentralised leadership models Source: 2016 OECD Survey of Gender Budgeting Practices
  • 8. SPAIN ICELAND A gender budgeting working group consists of representatives from the Ministry of Health, Social Services and Equality, the Office of the Secretary of State for Budgets and Expenditure and the Directorate General of Budgets. The Ministry of Finance and the Ministry of Equality work together to prepare a gender budgeting programme. 8 Different approaches to leadership and coordination are observed across the OECD Examples of coordinated gender budgeting leadership models Source: 2016 OECD Survey of Gender Budgeting Practices
  • 9. MOROCCO SWEDEN The Moroccan Government regularly communicates with civil society and stakeholders in relation to gender budgeting. Inter-agency groups exchange good practices, expert groups are asked for their advice, and there is a structured dialogue with civil society and other stakeholders. Each year the Swedish Women’s Lobby (an independent umbrella organisation for women’s organisations in Sweden) analyse the state budget bill from a gender equality perspective. 9 Different approaches to leadership and coordination are observed across the OECD Examples of external stakeholder involvement Source: 2016 OECD Survey of Gender Budgeting Practices
  • 10. 10 Gender budgeting is applied at many levels of government Relative importance of factors for introducing gender budgeting
  • 11. Multiple approaches to gender budgeting ex ante GIA performance setting resource allocation ex post GIA budget baseline analysis budget incidence analysis gender audit of budget gender needs assessment spending review other 8% 17% 33% 33% 50% 58% 58% 67% 67% 75% Use of each gender budgeting tool among gender budgeting countries Source: 2016 OECD Survey of Gender Budgeting Practices
  • 12. Three broad categories of gender budgeting
  • 13. 13 OECD countries support the implementation of gender budgeting in different ways Administrative tools used to support the implementation of gender budgeting
  • 14. 14 More work needs to be done to prove the effectiveness of gender budgeting Effectiveness of gender budgeting in policy development and resource allocation
  • 15. • Gender budgeting in OECD countries • OECD Gender Budgeting Toolkit 15 Outline of presentation
  • 16. 16 OECD Gender Budgeting Toolkit • Being developed to guide the implementation of gender budgeting • Identifies: – Key actions to consider – Pitfalls to avoid • Highlights good practice examples from across the OECD
  • 17. Elements of OECD Gender Budgeting Toolkit ex ante Gender impact assessment Budget baseline analysis Gender needs assessment concurrent Performance setting Resource allocation Budget incidence analysis ex post ex post GIA Gender audit Spending review enabling environment
  • 18. • Are there any elements missing from the gender budgeting toolkit? • Would you like to see more/less detail on individual gender budgeting tools? • Do you have country examples that you would like to add to highlight good practice? 18 Questions for discussion