Abstract
Offering an overview of distinctive methodological developments in gender budgeting (GB) and analysis of budget and public policy processes, this chapter discusses various approaches. It introduces examples of different applied and emerging methods for practical adoption and implementation of GB. While clearly visible conditions for the adoption and implementation of GB can be identified and characterised, sustaining gender analysis across the policy and budgetary process presents enduring challenges. This chapter sets out methodologies for attempting gender-responsive budgets and the various approaches adopted in divergent contexts.
Notes
- 1.
Frequently, gender-responsive budget call circulars are also mentioned as a specific tool Of GB practices. It is not listed here separately because budget call circulars are one tool of ensuring guidance from budget authorities to budget users, irrespective of the specific approach of GB.
References
Addabbo, Tindara. 2016. Gender Budgeting in the Capability Approach. From Theory to Evidence. In Feminist Economics and Public Policy, ed. Jim Campbell and Morag Gillespie, 55–60. Abingdon: Routledge.
Addabbo, Tindara, Caterina Arciprete, Mario Biggeri, and Antonella Picchio. 2017. Integrated Wellbeing Gender Budgeting from a Capability Approach Perspective: Evidences from Sénégal. Paper Submitted to the HDCA 2017 Conference: Challenging Inequalities: Human Development and Social Change.
Addabbo, Tindara, Giovanna Badalassi, Francesca Corrado, and Antonella Picchio. 2011. A Social-Reproduction and Well-Being Approach to Gender Budgets: Experiments at Local Government Level in Italy. In Gender and Well-Being. The Role of Institutions, ed. Degavre Florence, John Eriksen, Elisabetta Addis, and Paloma de Villota, 105–124. Aldershot and Burlington: Ashgate.
Addabbo, Tindara, and Gisella Facchinetti. 2013. Fuzzy Logic and the Capability Approach. CAP Paper, 106.
Addabbo, Tindara, Maria Laura Di Tommaso, and Anna Maccagnan. 2014. Gender Differences in Italian Children’s Capabilities. Feminist Economics 20 (2): 90–121.
———. 2015a. Education Capability: A Focus on Gender and Science. Social Indicators Research 128 (2): 793–812.
Addabbo, Tindara, Gisella Facchinetti, and Tommaso Pirotti. 2013. Being Healthy in Fuzzy Logic: The Case of Italy. In Computational Intelligence. Revised and Selected Papers of the International Joint Conference, IJCCI 2011, Paris, France, October 24–26, 2011, ed. K. Madani, A. Dourado, A. Rosa, and J. Filipe. Studies in Computational Intelligence (series), 197–212. Berlin Heidelberg: Springer.
Addabbo, Tindara, Lina Gálvez-Muñoz, and Paula Rodríguez-Modroño. 2015b. Gender Budgeting in Education from a Wellbeing Approach: An Application to Italy and Spain. Politica Economica—Journal of Economic Policy XXXI (2): 195–212.
Addabbo, Tindara, Diego Lanzi, and Antonella Picchio. 2010. Gender Budgets: A Capability Approach. Journal of Human Development and Capabilities: A Multi-Disciplinary Journal for People-Centered Development 11 (4): 479–501.
Addabbo, Tindara, and Saltini Stefania. 2009. Gender auditing del Bilancio del Comune di Modena secondo l’approccio dello sviluppo umano. GenderCAPP, Research Report, May. www.capp.unimore.it. Accessed 12 May 2017.
Alarcón-García, Gloria, Tindara Addabbo, Edgardo Ayala-Gaytan, Estela Fernandez-Sabiote, María Rubio-Aparicio, Andreu Castellet, Angela O’Hagan, José Manuel Mayor. 2016. Gender Equality, Infrastructure and Well-Being. Final Report. Vilnius: European Institute for Gender Equality.
Alarcón-García, Gloria, C. Arias, and José Colino. 2012. Infraestructuras y género. Revista de Investigaciones Feministas 2: 151–174.
Alarcón-García, Gloria, and José Colino-Sueiras. 2011. La perspectiva de género en los gastos en infraestructuras públicas: los equipamientos educativos y deportivos en el FEIL. Presupuesto y Gasto Público 64: 155–178.
———. 2013. Infrastructure and Gender: Right and Left, Mayors and Mayoresses. Wulfenia 20 (11): 423–461.
Alarcón-García, Gloria, José Colino-Sueiras, and Andreu Castellet. 2015. Los gastos en infraestructuras públicas asociados a los servicios públicos desde la óptica de su contribución a la igualdad o la desigualdad de género. In La igualdad de género como eje de un nuevo modelo económico y social eficiente y sostenible: el cometido de las políticas públicas, edited by Gloria Alarcón-García. http://www.inmujer.gob.es/areasTematicas/estudios/estudioslinea2015/docs/LaigualdaddegeneroWeb.pdf. Accessed 12 May 2017.
Alarcón-García, Gloria, and Estela Fernández-Sabiote. 2014. Gender, Well-Being, Budgeting and Public Infrastructure. Paper presented at the International Conference: Gender Responsive Budgeting: Theory and Practice in Perspective, Vienna University. https://www.researchgate.net/publication/303837589_Gender_well---being_budgeting_and_public_infrastructure
Alarcón-García, Gloria, and Estela Fernandez-Sabiote. 2016. Well-Being and Infrastructure from a Gender Perspective Survey, WIGI Survey, Fiscal Observatory: The Analysis of Public Policies, University of Murcia. http://hdl.handle.net/10201/50228. Accessed 12 May 2017.
Bauer, Tobias, and Beat Baumann. 1996. An den Frauen sparen? Eine Untersuchung zu den Auswirkungen der Sparpolitik von Bund, Kantonen und Gemeinden auf die Frauen. Bern: BASS.
Boschini, Anne. 2017. Economic Gender Equality in Sweden. A Review of the Annex to the Government’s Budget Bill Regarding the Allocation of Economic Resources Between Men and Women. Presentation. https://www.eduskunta.fi/FI/tietoaeduskunnasta/julkaisut/aineistot/Documents/Anne_Boschini.pdf. Accessed 25 May 2017.
Budlender, Debbie, Diane Elson, Guy Hewitt, and Tanni Mukhopadhyay. 2002. Gender Budgets Make Cents. London: Commonwealth Secretariat.
Canton Basel City. 2008. Gender-Responsive Budget Analysis in the Canton of Basel-Stadt. Basel.
City of Vienna. 2016a. Gender Budgeting. In Voranschlag der Bundeshauptstadt Wien für das Jahr 2017, 235–295. https://www.wien.gv.at/finanzen/budget/va17/pdf/36.pdf. Accessed 25 May 2017.
———. 2016b. Gender Budgeting. In Rechnungsabschluss der Bundeshauptstadt Wien für das Jahr 2015, 329–386. https://www.wien.gv.at/finanzen/budget/ra15/pdf/46.pdf. Accessed 25 May 2017.
Council of Europe. 2005. Gender Budgeting. Final Report of the Group of Specialists on Gender Budgeting (EG-S-GB). Strasbourg: Council of Europe.
———. 2009. Gender Budgeting: Practical Implementation Handbook. Strasbourg: Council of Europe.
De Villota, Paloma. 2016. The Spanish Central Government Budget. Comments on Recent Experience. In Feminist Economics and Public Policy, ed. Jim Campbell and Morag Gillespie, 71–79. Routledge: Abingdon.
Diener, E., Shigehiro Oishi, and Richard Lucas. 2002. Subjective Well-Being. The Science of Happiness and Life Satisfaction. In The Oxford Handbook of Positive Psychology, ed. C.R. Snyder and Shane J. López. Oxford: Oxford University Press.
Downes, Ronnie, Lisa von Trapp, and Scherie Nicol. 2016. Gender Budgeting in OECD Countries. OECD Journal on Budgeting 2016/3: 1–37.
Elson, Diane. 1999. Commonwealth Gender Responsive Budget Initiative: Background Papers. London: Commonwealth Secretariat.
———. 2001. What is a Gender Responsive Budget Initiative? In Gender Budget Initiatives. Strategies, Concepts and Experiences, ed. Karen Judd, 15–29. New York: UNIFEM.
European Parliament. 2015. The Policy on Gender Equality in France. PE 510.024. Brussels.
Färber, Christine. n.d. Evaluation der geschlechterbezogenen Ergebnisse. Kooperationsprojekt geschlechtersensibler Beteiligungshaushalt 2009/2010 der Landesstiftung Baden-Württemberg und der Stadt Freiburg. Freiburg: Landesstiftung Baden-Württemberg.
Frey, Regina. 2016. Interlinking Gender Responsiveness and Participation in Public Budgeting Processes. In Gender Responsive and Participatory Budgeting. Imperatives for Equitable Public Expenditure, ed. Cecilia Ng, 19–31. Heidelberg: Springer.
Gualda, Jose, Buenaventura Aguilera, and Paula Cirujano. 2015. Progress in the Andalusian GRB Practice: Gender Budgeting Audits. Journal of Economic Policy 31: 253–271.
Gunluk-Senesen, G. 2016. In Search of a Gender Budget with ‘Actual Allocation of Public Monies’: A Wellbeing Gender Budget Exercise. In Feminist Economics and Public Policy, ed. Jim Campbell and Morag Gillespie, 55–60. Abingdon: Routledge.
Institute for the Equality of Women and Men. 2010. Manual for the Application of Gender Budgeting Within the Belgian Federal Administration. Brussels: Institute for the Equality of Women and Men.
International Monetary Fund. 2017. Gender Budgeting in G7 Countries. Washington, DC: IMF.
Klatzer, Elisabeth. 2008. The Integration of Gender Budgeting in Performance-Based Budgeting. Paper presented at the International Conference Accountable Public Budgeting with Gender Equality, Bilbao, June 9–10.
———. 2016. Integrating Gender Equality, Women’s Rights and Participation in the Budget Process: A Survey of Entry Points and Practical Examples. In Gender Responsive and Participatory Budgeting. Imperatives for Equitable Public Expenditure, ed. Cecilia Ng, 99–123. Heidelberg: Springer.
Klatzer, Elisabeth, and Michaela Neumayr. 2006. Gender Budgeting in Europa. Vienna: AK Wien.
Madörin, Mascha. 2007. Gender Responsive Budgeting Initiatives in Switzerland: Work in Progress. Bern: Federal Office for Gender Equality.
OECD. 2016. Gender Budgeting in OECD Countries. Report for the 37th Annual Meeting of OECD Senior Budget Officials, Paris.
O’Hagan, Angela. 2015. Favourable Conditions for the Adoption and Implementation of Gender Budgeting: Insights from Comparative Analysis. Politica Economica/Journal of Economic Policy XXXI/2: 233–252.
———. 2016. Gender Budgeting in Scotland. Seeking Transformative Change Through Public Spending. In Feminist Economics and Public Policy, ed. Jim Campell and Morag Gillespie, 46–52. Abingdon: Routledge.
Philipp-Raynaud, Francoise. 2002. The Yellow Budget Paper and Gender Equality in France. In Gender Budget Initiatives. Strategies, Concepts and Experiences, ed. Karen Judd, 136–139. New York: UNIFEM.
Quinn, Sheila. 2016. Europe: A Survey of Gender Budgeting Efforts. Working Paper WP/16/155. Washington, DC: IMF.
Robeyns, Ingrid. 2003. Sen’s Capability Approach and Gender Inequality: Selecting Relevant Capabilities. Feminist Economics 9 (2–3): 61–92.
Schratzenstaller, Margit. 2008. Gender Budgeting in Austria. CESifo DICE Report 6 (2): 44–51.
———. 2014. Gender Impact Assessment. Exchange of Good Practices on Gender Equality Discussion Paper. Brussels: European Commission. http://ec.europa.eu/justice/gender-quality/files/exchange_of_good_practices_at/at_discussion_paper_at_2014_en.pdf. Accessed 10 May 2017.
Schubert-Lehnhardt, Viola. 2006. Implementierung von Verfahren des Gender Budgeting in einem Gesamtprozess partizipativer Haushaltsaufstellung am Beispiel des Berliner Stadtbezirkes Lichtenberg. Berlin: Rosa Luxemburg Stiftung.
Scottish Government. 2016. Equality Statement: Scottish Draft Budget 2016–17.
SEPG. 2016. Informe de Impacto de Género 2017. http://www.sepg.pap.minhafp.gob.es/sitios/sepg/es-ES/Presupuestos/Documentacion/Paginas/InformeImpactoGenero.aspx. Accessed 25 May 2017.
Sharp, Rhonda. 2003. Budgeting for Equity. Gender Budget Initiatives Within a Framework of Performance Oriented Budgeting. New York: UNIFEM.
Sharp, Rhonda, and Ray Broomhill. 1990. Women and Government Budgets. Australian Journal of Social Issues 25 (1): 1–14.
Steger, Gerhard. 2010. Gender Budgeting, the Austrian Experience. Wien: Ministry of Finance.
Stotsky, Janet. 2016. Gender Budgeting: Fiscal Context and Overview of Current Outcomes. International Monetary Fund Working Paper. Washington, DC: IMF.
UNIFEM. 2002. In Gender Budget Initiatives. Strategies, Concepts and Experiences, ed. Karen Judd. New York: UNIFEM.
———. 2010. Gender-Responsive Budgeting in South Eastern Europe: UNIFEM Experiences. Bratislava: UNIFEM.
Upasna, Joshi. 2010. Subjective Well-Being by Gender. Journal of Economics and Behavioral Studies 1 (1): 20–26.
Women’s Budget Group (WBG). 2017. Gender Impact Assessment of the Spring Budget 2017. http://wbg.org.uk/wp-content/uploads/2016/12/WBG_Budget2017_Fullresponse-1.pdf. Accessed 12 May 2017.
———. n.d. Women’s Budget Group website. wbg.org.uk/. Accessed 12 May 2017.
Author information
Authors and Affiliations
Editor information
Editors and Affiliations
Rights and permissions
Copyright information
© 2018 The Author(s)
About this chapter
Cite this chapter
Klatzer, E., Addabbo, T., Alarcon-García, G., O’Hagan, A. (2018). Developments in Practice: Methodologies and Approaches to Gender Budgeting. In: O'Hagan, A., Klatzer, E. (eds) Gender Budgeting in Europe. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-64891-0_6
Download citation
DOI: https://doi.org/10.1007/978-3-319-64891-0_6
Published:
Publisher Name: Palgrave Macmillan, Cham
Print ISBN: 978-3-319-64890-3
Online ISBN: 978-3-319-64891-0
eBook Packages: Economics and FinanceEconomics and Finance (R0)