Gender Equality Impact Assessment: A Core Element of Gender Budgeting

2018 ◽  
pp. 89-108
Author(s):  
Susan Himmelweit
Policy Papers ◽  
2017 ◽  
Vol 17 (21) ◽  
Author(s):  

At the request of the Italian Presidency of the G7, the IMF has prepared a paper on gender-budgeting as a contribution to the G7 initiative on equality. The paper provides an overview of gender-responsive budgeting concepts and practices in the G7 countries. It summarizes recent trends in gender equality in G7 and advanced countries, noting that while equality has improved overall, exceptions and gaps remain. Recognizing that many fiscal policies have gender-related implications, this paper: Sets out the main fiscal policy instruments, both expenditure and tax, that have a significant impact on gender equality. Provides a conceptual framework for the public financial management (PFM) institutions that play an enabling role in implementing gender-responsive fiscal policies. These instruments include gender budget statements, gender impact assessments, performance-related budget frameworks, and gender audits. Ministries of finance have an especially important role in promoting and coordinating gender budgeting, and associated analytical tools. Provides an assessment of the status of gender budgeting in the G7 countries. In preparing the paper, the IMF carried out a survey of PFM institutions and practices in the G7, as well as in three comparator countries that are relatively strong performers in developing gender-responsive budgeting (Austria, Belgium, and Spain). This information was complemented by other sources, including recent studies by the OECD and the World Bank. The main policy implications and conclusions of the paper include: Well-structured fiscal policies and sound PFM systems have the potential to contribute to gender equality, furthering the substantial progress already made by the G7 countries. While G7 countries have made effective use of a wide range of fiscal and non-fiscal policies to reduce gender inequalities, there has generally been less progress in developing effective gender-specific PFM institutions; embedding a gender dimension in the normal budgeting and policy-making routines varies across G7 countries and is not done systematically. Fiscal policy instruments of relevance to increasing gender equality include the use of tax and tax benefits to increase the supply of female labor, improved family benefits, subsidized child-care, other social benefits that increase the net return to women’s work, and incentives for businesses to encourage the hiring of women.


2017 ◽  
Vol 65 (3) ◽  
pp. 17-39 ◽  
Author(s):  
Angela O’Hagan

AbstractAfter almost twenty years of devolved government in Scotland, during which gender analysis of the budget process has been advocated, this article explores the discursive framing of gender budgeting and progress towards implementation. Charting historical and conceptual developments, from feminist economics and feminist institutionalist perspectives, the article highlights the significance of engaged political, civil society and policy actors; the need for clear conceptual framing; and the time it has taken for limited progress to embed. Conscious of financial constraints and economic commitments, including an ambitious extension of publicly funded childcare, the discussion highlights the positive advances in integrating gender equality into economic analysis. It offers insight into the institutional arrangements and advocacy that have maintained pressure for the Scottish budget process to be subject to effective scrutiny and to function as a key driver of gender equality.


2018 ◽  
Vol 64 ◽  
Author(s):  
Y.V. Motsiak

The article deals with gender inequality in educational institutions. Gender problems in general educational institutions are revealed, as well as opportunities to overcome gender inequality in Ukrainian society. The structure of the Swedish educational system in the context of gender inequality is explored. The 3R method is proposed to improve the education system in Ukraine. Gender budgeting is presented and grounded as a source of analysis of state budgets and planning in educational institutions taking into account gender equality. The effectiveness of planning the work of educational institutions in Sweden is determined.


Author(s):  
O. Cheberyako ◽  
O. Hnatiuk

The essence of the gender-oriented budgeting method as a kind of result-oriented budgeting is determined; its main characteristics are revealed, such as the focus on gender equality, analysis of the impact of policies on women and men, differentiation of income and expenditure by gender, etc. The problem of gender inequality in Ukraine through the prism of the dynamics of the average wage in Ukraine for women and men during 2012–2020, the level of employment and unemployment by sex during 2012–2020, gender segregation of vocational training, and limited access of women to certain types of professions are analyzed. Theoretical and methodological principles of gender budgeting and prerequisites for its introduction in the budget process of Ukraine are studied. The first results of the implementation of gender budgeting in Ukraine are presented, namely: the main legal documents adopted in the framework of gender budgeting, shows in which areas complete and passports of budget programs taking into account the gender aspects have already been drawn up and adopted, etc. Examples of the functioning of gender budgeting in foreign countries are highlighted. The need for further changes in the budget process of Ukraine through the prism of gender equality, which will improve the efficiency of budget funds, ensure the equality between men and women, as well as a fair distribution of budget expenditures by gender.


Author(s):  
Vera Lomazzi ◽  
Isabella Crespi

The third chapter describes the changes in the main conceptualisations of gender equality and GM in relations with social and gender policies and their development over time in Europe. Is it clear that there are different potential instruments available in the gender equality perspective and the relevance of the gender mainstreaming strategy for social policies is to propose and pursue the introduction of a gender equality perspective to all policies at all levels of governance. In particular, the chapter analyseshow policies are addressing the gender mainstreaming perspective and if and how different welfare states and welfare regimes could influence the way in which gender measures and policies are implemented. The work-family issue is a field of application and verification in evaluating the degree of gender equality options within a welfare state system in a comparative way. The issue of evaluation of gender and social policies is also considered in the analysis of the gender budgeting and gender auditing strategies applied to measure the implementation and the effectiveness of gender mainstreaming.


2021 ◽  
pp. 67-70
Author(s):  
Tatiana Tofan ◽  

In this article, are studied the peculiarities of gender-sensitive budgeting. In turn, gendersensitive budgeting means an inclusive approach to gender equality in the budgetary process of a state. It also describes the steps to integrate gender budgeting process.


2019 ◽  
Vol 12 (12) ◽  
pp. 110
Author(s):  
Carla Del Gesso

Gender budgeting has great potential to promote the United Nations 2030 Agenda concerning gender equality and women’s empowerment. This article shares some reflections on the need to implement and institutionalize gender budgeting at the regional level, both by embedding gender issues into the overall regional government budgetary process and by promoting gender equality disclosures. An empirical insight into the institutional behavior of Italian regional governments is provided. The study seeks to understand how the gender perspective is integrated into the governmental strategy that informs the entire budgetary cycle of Italian regional governments, by performing a thematic analysis of the key regional planning documents. The local promotion of gender budgeting implementation through institutional norms and the practice of gender performance reporting in Italian regional governments are also addressed. The results highlight that although there are differing degrees of commitment to gender equality and women’s advancement within the regions, the gender perspective is quite homogeneously integrated into the governmental strategy. Four gendered transversal thematic priorities are identified: the encouragement of women’s employment, the promotion of equal gender opportunities, the enhancement of social inclusion, and the combatting of gender-based violence. Furthermore, although nine regional laws establish gender performance reporting, additional reporting tools integrating non-financial information on gender issues are included solely in a small part of the regional government performance reporting systems. A greater organizational and cultural commitment to the institutionalization of the gender budgeting idea is needed in order to allow stakeholders to appreciate the government’s value outcomes in all their dimensions, including the gender-related social dimension.


2021 ◽  
pp. 203-216
Author(s):  
Pauline Cullen

Chapter Fourteen explores gender expertise and policy analysis. To gender policy analysis requires the expertise to apply gender as a variable in the processes that generate policy analysis. A variety of individuals and institutions in society, from academic to women’s policy agencies, provide gender expertise through activities including gender audits, gender budgeting, research and analysis, gender consultation, gender training, and gender assessments. Considering gender expertise permits us to make visible the types of knowledge that qualify as expertise, the conditions under which such knowledge has resonance with policy makers and can claim policy success. Understanding the barriers preventing the successful application of gender equality policies gives insights into how and why gender inequality persists.


Sign in / Sign up

Export Citation Format

Share Document