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The Status of Gender Budgeting in Europe

Sheila Quinn quinnsheila@eircom.net. EU Commitments. GE ? Treaty of Rome, 1957Instruments strengthened ? equal pay legislation, access to goods and services etcEU Parliament Resolution on Gender Budgeting

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The Status of Gender Budgeting in Europe

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    1. Sheila Quinn quinnsheila@eircom.net The Status of Gender Budgeting in Europe Seminar for Office of the Equal Opportunities Ombudsperson & Centre for Equality Advancement, Lithuania September 4-5, 2008

    2. Sheila Quinn quinnsheila@eircom.net EU Commitments GE – Treaty of Rome, 1957 Instruments strengthened – equal pay legislation, access to goods and services etc EU Parliament Resolution on Gender Budgeting & recommendations, 2003 Commitment to Gender Budgeting in EU Commission Gender Equality Road Map, 2006 High Level Conference, Belgium 2001 declaration to introduce GB by 2015 across EU EU Commission Feasibility Study, 2007 (report due May 08)

    3. Sheila Quinn quinnsheila@eircom.net Report on Gender Budgeting by the Council of Europe and its recent commission for the production a practical manual for the implementation of gender budgeting; Conclusions of German EU Presidency Conference on Gender Budgeting, 2007 “Gender-oriented budgets are both a reflection of and a prerequisite for a successful equality-oriented policy”. Beijing PfA Financial Arrangements Art 345 & National Level Article 346

    4. Sheila Quinn quinnsheila@eircom.net Belgium - Law on Gender Mainstreaming Transposes article 1 of the directive 2000/73, 2002 - equal treatment of women and men in employment Ref Beijing PfA – “integration of gender dimension into policy, measures, budget preparation and actions in order to correct and avoid inequalities between women and men”

    5. Sheila Quinn quinnsheila@eircom.net Belgian Law – specific duties The budgets related to the actions which aim at achieving equality of women and men are identified by department, public enterprise and public institution of general interest, in a gender note, attached to each draft of the general expense budget. Each year, on the occasion of the discussion of general policy documents, each minister presents the actions, measures and projects which contribute to the achievement of the strategic objectives discussed in § 1 as well as to the promotion of equality of women and men.

    6. Sheila Quinn quinnsheila@eircom.net Each minister integrates the gender dimension into every policy, action and measure for which he/she is qualified … (and) watches over the implementation of the strategic objectives mentioned in article 2, § 1 and of the integration of the gender dimension in management plans and management contracts as well as in any other instrument of strategic planning of the federal public services, the Ministry of Defence, programmatory public services, public institutions of social security, federal scientific institutions and public institutions of general interest he/she is in charge of.

    7. Sheila Quinn quinnsheila@eircom.net Belgian Law – focus on budgets Each Dept spend is to be attached in a gender note to Federal budget Each minister to account for spend on those actions on specific project and programmes toward the promotion of gender equality

    8. Sheila Quinn quinnsheila@eircom.net gender indicators Impact assessment The King determines the model for the impact evaluation report, called “gender test” Development of gender-disaggregated statistics in all areas Applies to public contracts & the granting of subsidies

    9. Sheila Quinn quinnsheila@eircom.net In order to guarantee the implementation of this law, an interdepartmental coordination group has been set up. This group is made up of people coming from each minister’s strategic cell, of one person from each federal public service as well as of representatives of the Institute for the Equality of Women and Men.

    10. Sheila Quinn quinnsheila@eircom.net In keeping with its task defined in the law of 16 December 2002 concerning the foundation of the Institute for the Equality of Women and Men, the Institute for the Equality of Women and Men is in charge of the guidance and support of the integration process of the gender dimension within policies, measures and public actions.

    11. Sheila Quinn quinnsheila@eircom.net Austria In Austria, gender budgeting was introduced at the state level in accordance with the ministerial council decision of 9th March 2004. With this decision, the government defined the overall goal of taking into account gender mainstreaming in all budget policy measures of the ministries. An inter-ministerial working group for gender budgeting was set up with a view to ensuring the implementation of this decision. The members of this working group are budget experts as well as GM officers drawn from all ministries and departments. The working group is normally convened jointly with the inter-ministerial working group for gender mainstreaming, as such joint meetings create synergies.

    12. Sheila Quinn quinnsheila@eircom.net The Federal Ministry of Finance conducted a study entitled “Is the Austrian income tax system really Gender-Neutral?” which was last updated in 2006. It contains an analysis of the gender-specific effects of wage tax and social insurance. Another study addresses the question “Is the Taxation of Income Gender-Neutral?” This study was motivated by the assumption that despite the gender-neutral wording of tax legislation, it has gender-specific effects.

    13. Sheila Quinn quinnsheila@eircom.net The instrument of gender audits was enshrined in law in the Ministry of Finance by way of the Regulation of 24th May 2006 concerning the plan for the advancement of wom-en in the Federal Ministry of Finance: A guide for gender budgeting in public administration will be published in the first half of 2007. This guide for gender budgeting in the public administration forms part of a pilot project which was launched by the former Federal Ministry of Health and Women’s Concerns.

    14. Sheila Quinn quinnsheila@eircom.net The Federal Ministry of Economic Affairs and Labour’s plan for the advancement of back women (Federal Law Gazette II No. 246/2006), emphasises the need for enshrining gen-der mainstreaming (equality of women and men in all political and social areas) as a next principle to be applied in all activities undertaken by the Federal Ministry of Economic Affairs and Labour.

    15. Sheila Quinn quinnsheila@eircom.net Federal Ministry of Science and Research Gender budgeting in research programmes, which was carried out upon the recommendation of the Council for Research and Technology Development and financed using special funding provided by the Ministry of Finance (Research Drive 2001–2006)

    16. Sheila Quinn quinnsheila@eircom.net Gender Aspects in the Preliminary Federal Budget Introduced in 2005, the notes of the Federal Finance Act, which provide explanations relating to all ministries, also contain a separate section entitled “Gender Aspects of the Budget”. The ministry-specific explanations primarily comprise general descriptions of programmes as well as analyses of policies and budgets. In its Preliminary Budget for 2005, for example, the Ministry of Finance published a study on income taxation and in the following year analysed the effects of the most recent tax reform from the perspective of gender

    17. Sheila Quinn quinnsheila@eircom.net Austria A recent decision of the Council of Ministers of March 5th, 2008 establishes two guiding instruments for implementing gender mainstreaming in the legislative process and gender budgeting. We now have a very good legal basis for gender budgeting in the Federal Constitution but the implementation  needs political will, understanding and cooperation of the experts in different fields on different levels

    18. Sheila Quinn quinnsheila@eircom.net CZECH REPUBLIC Government resolution tasking government with the implementation of gender budgeting - to provide equal access to financial resources to women and men Group charged with developing methodology Methodology widely disseminated to cites and municipalities

    19. Sheila Quinn quinnsheila@eircom.net CZECH REPUBLIC Transnational project on GB funded by EU Commission Partners with Italy, Austria, Hungary, Bulgaria Goals of the project: to analyze situation of gender budgeting in each partner‘s state to support the implementation of gender budgeting as a standard tool in the budgetary process.

    20. Sheila Quinn quinnsheila@eircom.net Denmark 8 Step Tool Box – as part of GM Work Aim: Description of why resource allocation is to undergo a gender equality evaluation + arguments on benefits Timing: Explanation of when a gender equality evaluation should be made Purpose of the activity: Description of how the activity’s purpose impacts on the way the gender equality evaluation should be made. Target group: Explanation of the considerations that should be made regarding the target group

    21. Sheila Quinn quinnsheila@eircom.net Denmark – Step 1, 2005 8 Step Tool Box – as part of GM Work Type of activity: Explanation of how the kind of activity impacts on how the gender equality evaluation is made Information: Explanation of what information is needed when gender mainstreaming Methodology: Brief description of the methodology of equality evaluations Data: A thorough description of the importance of data for the gender equality evaluation of resource allocation. This sub-phase also includes a link to the tool for working with G-D data and statistics.

    22. Sheila Quinn quinnsheila@eircom.net Denmark – Step 2 Each ministry to select an programme for gender budget analysis – one with the potential to produce new and relevant info and within core of ministry’s work Conclusions A lot of good results resulted in more more targeted use of public funds Ministries with a clear policy on gender equality in the field create the best results A lot of the ministries need for policies on gender equality first in order to conduct budget evaluation There is still a need for G-D data in quite a few of the project. Several projects had very little G-D data which is essential The tool was thought to be very useful.

    23. Sheila Quinn quinnsheila@eircom.net Denmark – Step 3 In 2007 a new inter-ministerial action plan is formulated. Gender equality evaluations of resource allocations will be an integrated part of the new action plan.

    24. Sheila Quinn quinnsheila@eircom.net France Le Jaune Budgetaire

    25. Sheila Quinn quinnsheila@eircom.net UK UK WBG Scottish WBG Wales WBG Parliamentary Question: The UK Government are supportive of efforts to achieve gender equality and continue to work very closely with both the Women's National Commission and the Women's Budget Group on promoting gender equality within the UK. In 2008, HM Treasury will be conducting further work that will determine whether it is prudent and feasible to disaggregate departmental expenditure statistics by gender.

    26. Sheila Quinn quinnsheila@eircom.net Italy Gender budgeting since 2000 at local level, municipal, provincial, and regional level - not national Since 2002 Provincial and Municipal Network to assist spread of practice 2006 – 12 Provinces & 9 Municipalities

    27. Sheila Quinn quinnsheila@eircom.net Province of Siena - a feasibility project on gendering the Province Budget: guidelines for the municipal administrators designing training model on gender budgeting with the following training activities of the professional figure;

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    30. Sheila Quinn quinnsheila@eircom.net Sweden The Swedish Government has given the Government Offices an explicit assignment to mainstream gender into its decision-making, particularly into the contents legislative and budgetary processes. Mainstreaming gender equality into budget work may be “viewed as part of the process of next improving financial state management and control by including a gender perspective when seeking a resource allocation that reflects political priorities, high productivity and efficiency in public administration”.

    31. Sheila Quinn quinnsheila@eircom.net Sweden 1st mooted in gender equality policy bill 1987/88 Few initiatives until 2002 An Equal Share 2004 moved from project stage to core work of government ministries: 2003 Action Plan for Gender Equality 2004 6-year plan for GM, especially budgets

    32. Sheila Quinn quinnsheila@eircom.net Sweden - GB in Government Offices The aim is to mainstream a gender equality perspective into all parts of the budgetary process. 3 different areas: the economic management and control of government agencies the decision-making material on which economic policy is based, and statistics disaggregated by sex as an important tool in pursuit of gender equality.

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