Gdansk_Gender_Budget_Initiative.pdf
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Gender budzet GD-GB.indd
Katarzyna Bałandynowicz – Panfil
Urszula Opacka
Gdańsk Gender
Budget Initiative
Gdańsk Gender Budget Initiative
authors:
Katarzyna Bałandynowicz - Panfil, Urszula Opacka,
Gdańsk University, Foreign Trade Department
coordination and editing
Zofia Łapniewska
The Network of East-West Women
NEWW-Polska
translation:
Adam Jagusiak
graphic design and DTP:
studio gato © 2005
print:
Astra
ISBN 83-916469-6-3
acknowledgements to UNIFEM and Heinrich Bőll Foundation
for financing the preparation and printing of the report
NEWW-Polska © 2005
The Network of East-West Women NEWW Polska
ul. Miszewskiego 17 p. 100
80 - 239 Gdańsk, Poland
tel: +4858 344 97 50
tel/fax: +4858 344 38 53
e-mail: neww@neww.org.pl
web: http://www.neww.org.pl
Introduction
Why a city budget needs
to take gender into account
Poland in the times of transition had to go through a period of deteriorating living conditions. Women were
affected the most. They have been more dependent on the services provided by the state and those services
collapsed. Looking back at the early 90ties we wish we would avoid the same mistakes. It was a time when the
whole society, not just women, lost control over the course of social development. Public life lacked transpar-
ency and people had no economic knowledge. It is important for the whole society to be able to monitor how
public funds are spent. Economic processes have a different impact on the situation of women and men, how-
ever, and that’s why it is important to do a budget analysis from the gender perspective. It can help women to
get more control over authorities of every level.
Budget is a political and social declaration. It reflects economic and social priorities of the authorities and
through the budget authorities implement their electional pledge. Budget analysis is a form of holding the
government responsible for what it promised and is obliged to carry out. Supporting of the equality of oppor-
tunities for women and men is one of the promises that need constant monitoring. How the government dis-
tributes public funds is a very important statement as far as real actions and intentions are concerned.
Gender budget is a tool to achieve more transparency as it points out to the way the money is spent, includ-
ing women’s needs. Authorities frequently take up verbal obligation, but fail to implement them and put aside
money for projects supporting women’s needs (e.g. fighting domestic violence). Budget analysis proves the
actual priorities of the government and gives women an instrument to hold the government accountable for
failures to work towards achieving the promised objectives.
Gender budget is more than just demanding more money for women’s projects. Those rarely go beyond 1%
of the whole budget. Gender budget is another look at the state from women’s point of view. It involves rede-
fining priorities and distribution of public funds. The impact of public spending on women and men needs to
be analyzed. This may result in increasing of sums meant for improving the opportunities of women through
education programs, health care or supporting companies managed by women. Public services can get more
funds as women are the ones who benefit from them more.
Gdańsk Gender Budget Initiative aiming at creating permanent instruments of controlling local authorities
and their expenditure from the gender perspective. Its ambition is to help create equal opportunities for all.
We want to monitor the local government on regular basis to know how public money is spent and to encour-
age them to include gender budget into their own repertory of research tools.
Małgorzata Tarasiewicz,
Director of the Network of East West Women
3
Gdańsk Gender Budget Initiative
Gdańsk Gender
Budget Initiative
Gender budgeting is a relatively new concept for women’s NGOs in CEE/NIS. In April 2003 Network of East-
West Women (NEWW) and NEWW-Polska held its second Gender Policy Conference, “Women and Economy”
and conducted intense two-day training on gender budgeting for leaders of women’s NGOs from over ten
countries in CEE/NIS. This Conference provided the first regional forum to encourage discussion and coopera-
tion aimed at developing strategic ways to use gender budgeting as a tool for long-term social change.
As a direct outcome of this conference the CEE/NIS Regional Network on Budget Initiatives and Gender (BIG)
was launched. As its first task, the BIG Working Group established a set of core criteria that participants viewed
were the necessary elements of any Gender Budget Initiative, whether on the local, country, regional or inter-
national level. BIG participants came to consensus that in order to ensure the successful implementation of
GBI in CEE/NIS, it is important to share resources, expertise, and knowledge and to collaborate with each other
on a continuous basis.
In April 2004 NEWW and NEWW-Polska organized a conference “Gender Budgeting in East-Central Europe and
countries of ex-Soviet Union” since as the Coordinators of BIG, they wanted to continue to support the collabo-
rative process begun in Gdańsk, as an innovative strategy to promote gender equality throughout CEE/NIS.
Although gender budget projects are underway in Kosovo, Bulgaria and Russia, there has been no regional
budget initiative undertaken in CEE/NIS to promote cooperation. NEWW and NEWW-Polska hope that the
project Gender Budget for Gdańsk could serve as a model in the region and will help in building of a net-
work aiming at identifying appropriate needs and solutions and sharing strategies and resources. NEWW and
NEWW-Polska want to provide opportunities for women and men ’s NGOs to develop analytical skills, budget-
ary expertise and advocacy initiatives to influence and participate in public policy decision-making processes.
The Gdańsk Gender Budget Initiative’s aim is to serve as an example for women NGOs and for authorities in
the region.
Results of the Gender Budget analysis in Gdańsk are presented in the report below. It could be done thanks
to the invaluable work of the experts from Gdańsk University. They collected data and got acquainted with a
plethora of foreign publications. NEWW-Polska helped them to get the necessary data applying to particular
institutions and the experts reviewed them, drew conclusions and suggested recommendations.
Thanks to the input of the staff of NEWW-Polska many new ideas were conceived. Their future implementation
will sure boost the position of women on the labor market and help fight unemployment. Still it depends on
the local authorities how much progress will be achieved as well as on the engagement of other segments of
the local community. Gender Budget for Gdańsk is a step to improve the situation of women in the city. NEWW
Polska will continue its efforts to encourage local authorities to use and benefit from gender budgeting on a
broader scale.
Zofia Łapniewska, Project Coordinator
4
CONTENTS:
Introduction
7
PART I: SITUATION OF WOMEN AND MEN IN GDAŃSK
1 Factors shaping the quality of life in Gdańsk – basic conclusions
9
PART II: GENDER BUDGET
2 The meaning of gender budget
11
2.1 Definition and brief history
11
2.2 Premises for creating gender budgets
12
2.3 Stages of gender budget – procedure of implementation
13
2.4 Tools of evaluation of gender budget
14
3 Experiences of countries implementing gender budget projects
15
3.1 Solutions and postulates of the European Union
16
PART III: BUDGETS OF LOCAL SELF-GOVERMENTS
4 Characteristics of local budgets
18
4.1 The role of public finances in fulfilling social needs
18
4.2 Tasks delegated to cities acting as local administration units
19
4.3 Budget system in Poland
22
4.4 Budget procedure
22
4.5 Income of local units as a derivative of their dependence on the central budget
23
4.6 Expenditure of local budgets
23
4.7 Significance of control and supervision of local administration units
23
4.8 Task based budgeting as an element of optimizing local budget policy
23
5 General characteristics of some elements of the budget of Gdańsk
24
5.1 Basic areas of the budget
24
5.2 Income of Gdańsk
27
PART IV: GENDER BUDGET IN SELECTED AREAS
6 Recommendations
28
6.1 Actions to improve statistics
29
6.2 Activating seniors
29
6.2.1 Activating through leisure time and hobbies
29
6.2.2 Ways to activate seniors professionally
29
6.2.3 Educational opportunities for seniors and middle age people
30
6.2.4 How to plan for aging society
30
6.3 Fighting long term unemployment
30
6.3.1 New form of cooperation and more programs for women
30
6.4 Equal treatment of women and men and activation of women professionally
31
6.4.1 More programs directed at the needs of women
31
6.4.2 Activating women professionally
31
6.4.3 Promotion and information for employers
31
6.4.4 School as a place teaching equality
32
6.4.5 Modern institutionalized care
32
Summary
32
Bibliography
33
Endnotes
35
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