1. 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

2. 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

3. 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

4. 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

5. 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

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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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 ( ) 17

18. GIFT Budget (as Approved by Lead Stewards)
Actual
Budget
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

19. Stay tuned! @fiscaltrans @fiscaltransparency