1. 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)
COLECTIVO CABILDEO
ONU MUJERES
Silvia Fernández
BOLIVIA,September 2013

2. 2
*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
and regulations.
*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.

3. 3
*The theoretical-political framework of the “living well”
paradigm, decolonization, depatriarchalization and
feminist economy.
*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
gender equality.
OBJECTIVE:
To achieve changes in fiscal policy trough the
reorientation of the expenses policy.

4. 4
*
• 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
resources.
• Alignment with national objectives and
strategies, identification of
priorities, gaps, goals, indicators, stakeholders:
Matrix of coherence and priorities.
STAGE 2: 2012 - Economic
Productive Component
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
resources.
• Adjustment and complementation of the costing
methodology and tool at a competency level
(territory level) – Costing of the Violence
Component.
STAGE 3: 2013:
Adjustment and complementation of
the costing methodology and tool at
a competency level (territory level) -
Costing of the Violence Component.

5. 5
1st Stage
*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.
2nd Stage
*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.
3rd Stage
*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.

6. *
500000,000000
500000,000000
700000,000000
700000,000000
900000,000000
900000,000000
1100000,000000
1100000,000000
1300000,000000
1300000,000000
1500000,000000
1500000,000000
1700000,000000
1700000,000000
30000
,000000
30000,000000
330000
,000000
330000,000000
630000
,000000
630000,000000
930000
,000000
930000,000000
1230000
,000000
1230000,000000
1530000
,000000
1530000,000000
1830000
,000000
1830000,000000
Bolivia_327Municip_Final
NIVEL IDH
Medio Alto
Medio Medio
Medio Bajo
Bajo
PRESUPUESTO
<all other values>
PRESU_2
<Null>
A
B
C
D
E
F
G
H
I
J
0 110.000 220.000 330.000 440.00055.000
Meters
Medium – High IDH = 0,70-0,77
(21 cases);
Medium – Medium IDH = 0,60-
0,69
(108 cases);
Medium – Low IDH = 0,50-0,59
142(cases)
Low IDH = <0,50
(56 cases).

7. *
500000,000000
500000,000000
700000,000000
700000,000000
900000,000000
900000,000000
1100000,000000
1100000,000000
1300000,000000
1300000,000000
1500000,000000
1500000,000000
1700000,000000
1700000,000000
30000
,000000
30000,000000
330000
,000000
330000,000000
630000
,000000
630000,000000
930000
,000000
930000,000000
1230000
,000000
1230000,000000
1530000
,000000
1530000,000000
1830000
,000000
1830000,000000
500000,000000
500000,000000
700000,000000
700000,000000
900000,000000
900000,000000
1100000,000000
1100000,000000
1300000,000000
1300000,000000
1500000,000000
1500000,000000
1700000,000000
1700000,000000
30000
,000000
30000,000000
330000
,000000
330000,000000
630000
,000000
630000,000000
930000
,000000
930000,000000
1230000
,000000
1230000,000000
1530000
,000000
1530000,000000
0 110.000 220.000 330.000 440.00055.000
Meters
.
Legend
SLIM
<all other values>
EXISTENCIA_SLIM
Sin SLIM
Con SLIM
<Null>
.
0 100 200 300 40050
Miles
EXISTENCIA_SER_ATENCIO
VIF TOT MUJ
Sin Registro VRG
Con Registro VRG

8. 8
*Who carried out the costing exercise? Which were the key
strategic alliances?
1st Stage
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
gender equality.
2nd Stage
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.
3rd Stage
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.

9. 9
*
IDENTIFYED
PROBLEMS
GENDER
GAPS
INDICATORS
VARIABLE
(*)
ENTITY
COMPETENCIE
COHERENCE OF POLITICAL ACTIONS
BASELINE
(PUBLIC POLICY)
GENDER
EQUALITY
REGULATIONS
GOAL
IMPACT
INDICATOR
(**)
OBJETIVO
DE GESTON
DEL PEI
GENDER
EQUALITY
POLICIES
CONCURRENT
ACTIONS

10. 10
*
ANALYSIS AND
POSSITIONING
SENSIBILIZATION
AND CREATION
OF THE COSTING
COMMITTEE
CONCEPTS AND
ARGUMENTATIO
N
AGREEMENTS:
ACTIONS AND
INTERVENTIONS
CONSTRUCTION:
TYPOLOGIES
AND STANDARDS
TECHNICAL
AND
POLITICAL
VALIDATION
GATHERING OF
INFORMATION
COSTING
AND
PRODUCTIO
N OF
REPORTS
SOCIALIZATION
AND VAIDATION
OF FINAL
RESULTS

11. 11
*How were the sources of possible financing identified?
1. Analysis of National Budget – Sources of public
financing.
2. Analysis of Annual Operating Plans (POA) – Budget of
6 ministries of the productive economic component
area.
3. Presentation to the international cooperation.
4. Analysis of competencies by territorial government
levels (national, departmental and municipal).

12. 12
What was achieved trough the use of the results of the
costing exercise (e.g. Influence in regulations, policies and
budgets, etc.)?
*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
exercises.
*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
territorial level.
*Program for the institutionalization of the attention, prevention
and eradication of violence has been costed.

13. 13
2. How was the process
and its results documented
and/or systematized?
Guidelines of the process
and costing tool. Document
outlining the results.
3. How was it
disseminated?
“Collectivization” –
socialization in special
workshops and
dissemination through the
UN Women Bolivia website.

14. 14
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.

15. 15
1. Lessons learned and recommendations to increase financing
for gender equality for the National Government and the
International Cooperation.
The Country:
*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
budgeting exercises.
*Strengthening of the the capacities for the elaboration of
proposals, influence and accountability of women’s
organizations.

16. Silvia Fernández
16
*