Global Initiative for Fiscal Transparency Governance, 2018 Annual Report & 2019 Workplan Lead Stewards Meeting Washington D.C. December 19, 2018 Juan Pablo Guerrero Network Director Image space @fiscaltrans

Overview Governance Reforms: Towards a Selective Network of Champions General Stewards Meeting in Portugal: Main Take- aways Public Participation Project update (IBP) Report on 2018 Activities and Outcomes Outline of the 2019 Workplan Budget 2

GIFT Stewards - The 46 Champions WBG, IMF, OECD IFAC, MITRE, OCP CABRI, IPF, Global Integrity Brazil (Budget Sec) Philippines (DBM) Mexico (SHCP) + 16 budget Government agencies Government (19) Intl Orgs/ Networks (9) Funders/ Foundations (4) Civil Society Organization (14) IBP, Fundar, ILDA, CBPP, INESC, Icefi, ACIJ, Obs-Fiscal, Seknas Funde, PSAM, Emerging M., NCDHR, Social Watch Hewlett F. Omidyar Ford F. DfID 3

Budget Authorities - Stewards of GIFT Federal Secretary of Budget and Planning of Brazil (2012) Department of Budget and Management of the Philippines (2012) The US Treasury Department (2015) Ministry of Finance, Mexico (2015) Budget Department of the National Treasury, South Africa (2015) Technical Secretariat of Planning & Economic & Social Development, Paraguay (2016) Ministry of Finance, Indonesia (2016) Ministry of Finance, El Salvador (2016) Ministry of Finance, The Dominican Republic (2016) Ministry of Economy & Finance, Tunisia (2016) Ministry of Finance, Guatemala (2017) Office of the Budget & Planning, Uruguay (2017) Ministry of Finance, Croatia (2017) Ministry of Budget and National Planning, Nigeria (2017) Budget Directorate of the Ministry of the Treasury, Chile (2018) Ministry of Finance, Ukraine (2018) Ministry of Economy & Finance, Benin (2018) Secretariat of the Budget of the Ministry of the Treasury, Argentina (2018) Directorate of the National Budget, Ministry of the Treasury, Colombia (2018) + working closely with partners: Egypt, Liberia, Guinea-Conakry, Slovenia 4

The 5 Bodies of GIFT General Stewards: advisory body, providing a forum for stakeholders to define and advance the objectives of the initiative and to exchange their experiences Lead Stewards: governing body of the network Network Director: leads, represents, coordinates and facilitates activities Coordination Team: support to work streams and activities related to research, norms, principles, technical assistance, dissemination, open data stream & use of technologies Partners: continually advance fiscal openness and share the experience within the network 5

GIFT Coordination Team Network Stakeholders Community of Practice Partners Stewards Lead Stewards GIFT Coordination Team 6

Recent modifications to Operating Procedures (2018) Goal: raise the bar for membership status (currently approaching 50 stewards) Clarify the application process Define the conditions for maintaining stewardship tenure Include provisions for loss of membership status Adapt to a more realistic type of engagement, size & budget 7

Becoming GIFT Steward – and leaving the network (section 3) A plan of action with concrete and verifiable goals and regular reports on the progress of this plan Stewards are free to step down and end collaboration with the network, when its value proposition and the principles of fiscal transparency, public participation and accountability, in an environment of respect for democratic values and the observance of human rights, come into conflict with the practices of the government they belong to 8

Terms of Reference of the Stewards (Section 4) Present a plan of action for their organization with concrete and verifiable goals, report on progress regularly on the network meetings and ensure that GIFT continues to support its stewards in meeting their fiscal openness goals A steward that fails to respond to the network’s communications, omits to report progress on its action plan for fiscal openness, and does not attend the stewards general meeting for more than two occasions will cease to be a steward and be considered a partner of GIFT 9

Implications for GIFT Governance Sense of pride, esprit de corps, stronger ownership (Great response! Almost 100 commitments from 26 stewards in Portugal, 40% 🎁 to GIFT) Communicate new rules, expectations, and implications Create templates/formats for reporting, comparative scale and prioritization system for commitments Implement a system of peer support and cross-checking on progress made by the stewards 10

General Stewards Meeting in Cascais GIFT Analysis on Stewards status on FT metrics New Operating Procedures GIFT+PEMPAL Workshop on PP and participatory budgeting (31 countries) Cooperation PEMPAL-GIFT to continue (public participation, digital tools, budget performance) Participatory budgeting at national level (Portugal) 2019 General Stewards Meeting: Mendoza, AR 11

Public Participation Project (IBP) Endorsed by lead stewards in June 2018 Discussed with Government members and partners (Brasilia, Cascais, Webinar) Survey among potential participants Interest of Argentina, Brazil, Colombia, Croatia, Dominican Republic, Egypt, Guatemala, Liberia, Nigeria, Benin and South Africa Proposal to US State Department (USAid) Next steps 12

2018 Activities + Outcomes Report Advancing transparency and citizen engagement in international norms and country level Peer-learning and technical collaboration, harnessing digitalization and open data Consolidating GIFT as an action network of fiscal transparency champions 13

1. Advancing FT + PP in norms & countries Open Budget Survey 2017 and new PP questionnaire Policy agendas, national and international fora Normative discussions and standards 14

2. Peer learning & Technical Collaboration Digitalization + Open Data Peer-learning and technical collaboration Open Fiscal Data Package New Transparency Portals Community of practice and social media 15

1) 2019 GIFT Workplan: Outline Proposal March 2: Open Data Day & #DataOnTheStreets (MX, CO, SA, UY, SV, CL, AR, NI) Public participation pilots project with IBP Governance: system for commitments + country reports Collaboration with GPSA and IFIs on linking public engagement with quality of public services Publishing budget data with OFDP components (3 additional countries+2 pilots) 16

2) 2019 GIFT Workplan: Outline Proposal Fiscal transparency portals in new countries (Slovenia and/or Croatia) Conference on tax transparency & PP w/ World Bank Workshops on digital innovation citizen empowerment with the Latin-American Development Bank (CAF) Workshop on FT and the environment with IFIs OECD External consultancy for developing a sustainable business model for GIFT (2020-22) 17

GIFT Budget (as Approved by Lead Stewards)   Actual Budget 2013-14 2015 2016 2017 2018 2019 Salaries & Employee Benefits 3,167 78,693 314,487 353,138 320,700 334,600 Re-grants to other organizations 29,400 (6,579) - Other Professional Services 460,560 771,788 437,484 341,520 348,351 408,000 Travel, Conferences & Meetings 213,664 331,387 265,000 246,796 133,184 182,000 Other - postage, office supplies, etc. 4,228 2,633 3,327 4,103 4,400 5,400 Administrative support 24 116,927 145,617 142,499 118,000 130,000 Total 711,042 1,294,850 1,165,915 1,088,055 924,635 1,060,000 18

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