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)
*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
*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.
*The theoretical-political framework of the “living well”
paradigm, decolonization, depatriarchalization and
*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
To achieve changes in fiscal policy trough the
reorientation of the expenses policy.
• Identification of gaps, definition of priorities for
interventions and interpellation to instances
responsible of making viable the incorporation of
gender equality measures in planning and budgeting
processes of the entity.
STAGE 1: 2010 and 2011 -
Costing of pre-investment of
concurrent interventions of the core
components of the PIO. Especially the
Productive Economic Component.
• Identification and construction of possible
alternatives to be incorporated in the planning and
budgeting processes and/or research of external
• Alignment with national objectives and
strategies, identification of
priorities, gaps, goals, indicators, stakeholders:
Matrix of coherence and priorities.
STAGE 2: 2012 - Economic
Inclusion of costed interventions in
planning and budgeting processes of
the Vice-Ministry of Micro and Small
Industry (MDP and EP). Adjustment of
the costing methodology and tool.
• Influence in fiscal policy (expenses) trough a gender
analysis of the budget, the definition of the cost of
gender equality regulations for the allocation of
• Adjustment and complementation of the costing
methodology and tool at a competency level
(territory level) – Costing of the Violence
STAGE 3: 2013:
Adjustment and complementation of
the costing methodology and tool at
a competency level (territory level) -
Costing of the Violence Component.
*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.
*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.
*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.
<all other values>
0 110.000 220.000 330.000 440.00055.000
Medium – High IDH = 0,70-0,77
Medium – Medium IDH = 0,60-
Medium – Low IDH = 0,50-0,59
Low IDH = <0,50
*Who carried out the costing exercise? Which were the key
Human 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
VIO – Ministry of Productive Development and Plural Economy, UN
Women – National Teamwork of Gender Responsive Budgets (MNT-
GRB) - FCC, Ministry of Health, Ministry of Labor.
VIO, National Service of Autonomies and ColectivoCabildeo (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.
COHERENCE OF POLITICAL ACTIONS
OF THE COSTING
*How were the sources of possible financing identified?
1. Analysis of National Budget – Sources of public
2. Analysis of Annual Operating Plans (POA) – Budget of
6 ministries of the productive economic component
3. Presentation to the international cooperation.
4. Analysis of competencies by territorial government
levels (national, departmental and municipal).
What was achieved trough the use of the results of the
costing exercise (e.g. Influence in regulations, policies and
*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
*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
*Program for the institutionalization of the attention, prevention
and eradication of violence has been costed.
2. How was the process
and its results documented
Guidelines of the process
and costing tool. Document
outlining the results.
3. How was it
socialization in special
dissemination through the
UN Women Bolivia website.
1.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.
1. Lessons learned and recommendations to increase financing
for gender equality for the National Government and the
*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
*Strengthening of the the capacities for the elaboration of
proposals, influence and accountability of women’s