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Research articles

Gender budgeting in Slovenia—approaches, achievements, and complexities

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IMPACT

The article reviews gender budgeting in Slovenia. It explains the development of gender budgeting in the country, as well as future trends. The review provides a useful tool for policy-makers and other decision-makers who are dealing with gender inequality issues. Accordingly, the article tries to pay more attention to the practical aspects of the social lives of both sexes and identify the inherent national causes of the current situation and gender inequality because gender budgeting is simply a reflection of a country’s social climate.

ABSTRACT

Most EU countries design public policies without any systematic consideration of gender equality. Qualitative research in this article evidences Slovenia progress in implementing gender responsive budgeting. The authors’ analysis of the Slovenian government’s budgets for 2005, 2018 and 2019 reveals few policies and programmes with gender equality as a key concern. Gender sensitivity should not be evaluated solely on gender measures; however, this article is a pioneer attempt to assess the Slovenian gender budgeting approach and progress, and provides a starting point for future evaluations.

Introduction

Gender equality is a fundamental EU value, which has moved from the margins to the centre of political debate over the past three decades. Gender equality movements have their origins in feminism, which has radically transformed itself into diverse forms. Eastern European socialism also encouraged emancipation and gender equality (Einhorn, Citation2002; Watson, Citation2000). Feminist ideals are now promoted by states and increasingly embedded in institutions (Walby, Citation2011). However, gender inequality remains a major barrier to human and economic development (Gani & Al-Fori, Citation2019), notwithstanding the impressive strides taken in gender mainstreaming supported by legally binding and non-binding international accords addressing gender equality and human rights, such as the Beijing Platform for Action, the Convention on the Elimination of all forms of Discrimination Against Women, the Sustainable Development Goals, and the Millennium Development Goals (UN, Citation1979; UN, Citation1995; UN, Citation2000). Unpaid work by women (housework, childcare, care for the sick and elderly) represents approximately 50% of global GDP and there are substantial differences among countries and regions regarding gender equality: from violence against women in the east to low political participation in the west (Sumbas & Koyuncu, Citation2019; Zakirova, Citation2014; Spehar, Citation2018).

Gender equality is of positive social value in the EU and is institutionalized in governance with different management tools, including evidence-based management and audit mechanisms; moreover, it is strategically operational in terms of quotas and impact indicators (Marx, Citation2019).

Gender mainstreaming and gender budgeting emerged from the imbalance between feminist strategies for gender equality and gendered decision-making processes: state structures are patriarchal (O’Hagan & Klatzer, Citation2018). The idea of gender budgeting as a meta policy to achieve gender equality and gender mainstreaming has been spreading for the past few decades. The aim is to liberate and elevate gender and gender mainstreaming to the level of macroeconomic policy on one side and gender equality policy on the other (Quinn, Citation2017; O’Hagan, Citation2017). These trends have been most evident in recent years in the creation of ad hoc action groups and movements set up in the wake of high-profile sexual abuse scandals and the #Me Too movement, which coincided with the general socio-political momentum for gender equality.

Despite notable efforts in gender mainstreaming and gender budgeting in the past, the success of gender considerations in public policy-making has been limited and gender inequalities persist in the majority of EU states; unfortunately, gender disparities and inequalities are still evident in some public policies and allocation of public resources. EU-wide gender budgeting has failed to address inequality more comprehensively and its overall progress has been rather slow, even though it provides an opportunity for further policy actions in order to apply gender mainstreaming to state budgeting (Quinn, Citation2017).

This article’s main objective is to ascertain the level of Slovenia’s gender responsive budgeting and related documentation. Having reviewed the relevant literature and EU budget concept and methodology (European Parliament, Citation2015), our article focuses on two research questions:

  • Which gender responsive budgeting approach has Slovenia taken?

  • How successful has Slovenia been in terms of gender responsive budgeting implementation?

Gender budgeting—the current situation in the EU

Gender equality, a fundamental EU value and key factor of economic and social progress, became operational with Europe 2020’s strategy for smart, sustainable and inclusive growth (European Institute for Gender Equality, Citation2018), leading to EU legislation stipulating gender mainstreaming. Article 8 of The Treaty on the Functioning of the European Union states ‘The Union shall aim to promote equality between men and women in all its activities’ and Article 157 prohibits gender discrimination with its principle of equal pay for men and women for equal work. In addition, the EU has many directives prohibiting discrimination on the grounds of gender: the Directive on equal pay for men and women (75/117/EEC); the Directive on equal treatment of men and women in employment (76/2017/EEC), updated by Recast directive (2006/54/EC); the Directive on equal treatment for men and women in statutory schemes of social security (79/7/EEC); the Directive on equal treatment of men and women engaged in an activity, including agriculture, in a self-employed capacity (2010/41/EU); the Pregnant workers’ directive (92/85/EEC); the Parental leave directive (2010/18/EU); the Directive on equal treatment between men and women in the access to and the supply of goods and services (2004/113/EC) updated by Recast directive (2006/54/EC).

Additionally, the European Parliament and the Council of the European Union have repeatedly tried to encourage member states to develop and implement gender budgeting (see https://eige.europa.eu/taxonomy/term/1168). Despite the EU having a sound legislative framework and the considerable public and policy attention paid to gender budgeting, inequality remains a major challenge. Gender equality’s position as a political priority is based on its intersectional position in terms of economics, sociology and policy, populism and social media influence (Steccolini, Citation2019). Even so, studies by UNICEF (Citation2019) and the World Bank (Citation2020) respectively reveal that gender equality policy implementation is de jure not de facto due to certain failures often attributed to a lack of socio-political will (Spehar, Citation2018; Zakirova, Citation2014).

Gender budgeting first emerged in Australia in 1980 because of the belief that gender equality should be universally embedded. The Council of Europe (Citation2005) defined gender budgeting as ‘a gender-based assessment of budget, incorporating a gender perspective at all levels of budgetary process and restructuring revenues and expenditures in order to promote gender equality’. Countries have different national and regional approaches to gender budgeting: a few, including Austria, Belgium, and Spain’s Andalucía, have legislated for gender budgeting; Belgium, among others, has initiated change through its budget; others, such as Sweden and Finland, have combined equality policy and economic policy (Quinn, Citation2017).

Gender budgeting incorporates gender equality at all levels of the budgetary process (Erbe, Citation2010); gender responsive budgeting utilizes tools, techniques and procedures systematically to promote gender equality (Downes et al., Citation2017). But can gender equality be compatible with the goals of efficiency, economy and effectiveness (the 3Es), the main postulates of public resources spending? While Sharp (Citation2003) stated that gender budgeting could positively contribute to the 3Es, other studies state that budgetary procedure is based on the rational self-interest of economic actors with little or no reference to gender. Since gender determines policy experiences, be it healthcare, transport or criminal justice, and is important in terms of economic participation (Wassoff & Breitenbach, Citation2007), an equal approach to the different genders is inappropriate. Unfortunately, this is often overlooked and reinforces existing patterns despite the explicit commitment to gender equality (Campbell & Gillespie, Citation2017).

Gender mainstreaming is intrinsically linked to budgets: policy, programmes and measures are only enforceable with money; and public funds should benefit men and women; gender equality has to be incorporated into budgets. It should not be forgotten on the tax side of budget since it often significantly impacts gender equality. In principle, gender equality (in terms of equality of power, women’s recognition and participation at all levels of public and private life) is achieved by placing gender at the heart of policy-making and budgeting, from the planning and execution of policies and programmes to the implementation of specific gender equality measures (Ministry of Labour, Family and Social Issue, Citation2013; OECD, Citation2017). Specifically, there are three key areas of an effective and enduring gender budgeting practice:

  • Strategic framework, for example for example a strong political commitment, legal framework and strong administrative leadership).

  • Tools of implementation, for example ex ante gender impact assessment.

  • Enabling environment, for example training and capacity building (Downes & Nicole, Citation2017).

EU legislation positively influences gender equality policy development. Importantly, candidacy to join the EU or aid-related relationships require compliance with EU norms. Unfortunately, the 2008 economic crisis led to austerity, weakening EU social policy implementation, particularly the equality component in employment and social protection programmes (Puig-Barrachina et al., Citation2017). On the other hand, ‘the practice of gender budgeting is gaining momentum in OECD countries’. The data revealed that, in 2016, only 12 countries were practising gender budgeting, while in year 2018 that number increased to 17 (Downes & Nicole, Citation2017).

Slovenian gender budgeting

Slovenia has passed through several development stages of the budgeting process. First, after gaining independence in 1990–1992, the government began adopting the concept of an integrated budget. A second period, from 1993–1999, was more comprehensive. The economic classification of revenues and expenditures was determined, budget execution rules were defined, and charts of accounts for public expenditure were introduced. The most important period for performance based budgeting was after 1999, when Slovenia began to adapt its budget system to EU rules and introduced a programme classification. Slovenian legislation used such terms as ‘results-oriented budgeting’ and ‘performance budgeting’. The 1999 law on public finance itself was not sufficient in terms of mandating a performance based budget—several regulations, decrees and explanatory documents followed after the law was passed.

The next wave of changes in performance budgeting occurred between 2010 and 2012. The programming budget before then focused on institutional budget users, who distributed the funds for programming purposes to 24 ‘areas’ of use, which were further divided into major programmes, subprogrammes, and activities. With the 2010 reform, the government wanted to make a move towards a programme allocation of funds in such a way that the purposes of use would first be defined and the institutional classification would be subordinate to the purposes. After the reform, the ‘areas’ of use were renamed ‘policies’.

An important measure of the reform process was the upgrading of the Ministry of Finance’s information system for the preparation of the budget in 2011. The upgrade was carried out so that budget users had to enter objectives, indicators, indicator values, and target values into individual frameworks. A code was assigned to each objective and indicator, enabling later analyses. The change in the information system led to the establishment of a single scheme in the explanation of the budget users’ financial plans, which is used by all budget users.

Despite several improvements, the Slovenian Court of Auditors pointed out that some systemic conditions for the implementation of programme management in 2015 had not been met. They also drew attention to a lack of strategic and development frameworks. The government at that time also recognized that there were several risks that could prevent the achievement of the set objectives—a lack of awareness of the need to both measure performance and efficiency and to monitor the implementation of measures, and individual ministries not understanding the strategic objectives of the government. In addition, documents connected to equal opportunity and other gender issues were often not considered in the preparation of budgets.

Methodology

The research methodology for our first research question was built on a literature review—for example regulations, research articles, institutional and strategy documents, project reports, online resources. To answer our second research question, we evaluated gender budgeting implementation by searching for state budget goals, indicators and general purposes that included gender and macroeconomic indicators, particularly words such as ‘equal opportunity’, ‘women, men’, and ‘gender’. We did this for 2005 because that was the year in which the first national resolution on gender equality was implemented, and for 2018 and 2019 as these years provide the most recent results in terms of gender mainstreaming within budgeting.

Slovenia’s state budget consists of a general and a special part. Revenue and expenditure, according to economic (quantitative) classification, are presented in the general part; consequently, it cannot be qualitatively analysed for the purposes of gender budgeting. The special part of the budget has been prepared with the general part since 2000, and includes the 24 main purposes/programmes/policies of budgetary spending. Each policy expenditure is further explained in financial plans, including long- and short-term goals, and indicators. Therefore, we can analyse budgetary response to gender equality by analysing financial explanations; preparatory documents also provide data, including the basic macroeconomic indicators which form the basis for budget planning.

2005’s financial explanations differ substantially from today’s. In 2005, budget explanations were prepared by budget users but now explanations are obligatory for each policy and each user. Goals were determined in 2005, but indicators were rare. Currently, goal and indicator explanations are determined and all budget users fulfil and prepare financial explanations according to common rules. Data bias is still present because programme data is only found in individual policies and not directly connected to explicit goals. Analysis would be easier if each programme had one goal, but this is rare. Therefore, our analysis includes a comparisons of goals, indicators (if they existed) and the money spent on programmes including these goals.

Slovenia’s approach to gender budgeting

There is no regulatory framework in Slovenia requiring the incorporation of the gender perspective into government and municipality budgets. On the other hand, the Bureau of Women's Policy, an independent government body, was established in 1992 and gender mainstreaming was mandated in 2002 with the Act on Equal Opportunities for Women and Men. In 2001, the status, scope and name of the women’s bureau was changed to the Bureau of Equal Opportunities (to cover all social inequalities: due to, for example, ethnicity, race and disabilities) and, in 2012, the Bureau of Equal Opportunities became part of the Ministry of Labour, Family and Social Issues (Antić-Gaber, Citation2012).

Because any gender mainstreaming policy, programme or measure cannot be successfully implemented without financial resources, Slovenia has taken steps to integrate gender into budgeting. The long-lasting efforts of the ‘equality’ bureau to convince the public and the media that the needs and interests of women and men cannot be advocated for on an equal basis without gender budgeting resulted in its inclusion as a priority in the government’s 2008 programme. Additionally, Gender Budgeting: A Practical Implementation Handbook (Council of Europe, Citation2009) was translated into Slovenian to spread knowledge and information among ministries and other institutions.

Activities focused mainly on observing the effects of government policy on budgetary revenue and expenditure according to gender were performed by government in 2011 and 2012. The first of these activities was training for political and professional decision-makers. Another was the development of guidelines for the integration of gender considerations into the government budget—these guidelines were meant to specify the procedures, steps and phases of the gender responsive budgetary concept to reduce the gender gap. The final activity focused on case study analysis and found that targeting family measures within family policy was the most relevant and frequently used gender-oriented policy in Slovenia (Ministry of Finance, Citation2016).

Despite the long process of development of performance budgeting, the gender perspective in performance measurement is very poor in Slovenia. As mentioned, there are three key areas of an effective and enduring gender budgeting practice (strategic framework, tools of implementation and an enabling environment) in OECD countries. Among those areas, the strategic framework is the least represented area in Slovenia, since the country does not have a national statement or long-term strategy on gender budgeting. Additionally, Slovenia lacks a set of concrete and applicable tools for gender budgeting (Downes & Nicole, Citation2017).

Slovenian gender budgeting implementation is a combination of approaches used in other countries. Based on the Slovenian experience, one could argue such indeterminate approaches are usually due to inertia, a lack of political consensus and insufficient effort invested in the field of gender budgeting. Nevertheless, there are some initiatives and projects aimed at developing guidelines and tools for integrating a gender perspective into the budgeting process but, unfortunately, these initiatives and projects have not been successfully integrated into government administration. The reasons for this are partly due to a lack of political will and to the disparate views of the stakeholders involved. Even so, steps have been taken towards the incorporation of gender equality into budgeting, although it is impossible to call this ‘gender responsive budgeting’. The idea was strengthened in the National Action Plan for Gender Equality for 2015 to 2020, which defines targets, financing and implementation arrangements aligned with national planning and budgetary processes, proving that there is some political awareness and will, at least on the declaratory level. The Slovenian Ministry of Finance’s report presented at the conference of Gender responsive budgeting in Ljubljana (Center of Excellence in Finance) in 2016 stated:

We do believe that this offers important guidance and a platform for implementing gender equality commitments and address[ing] women’s priorities in national planning, budgeting systems and programmes at all levels and in all sectors, with the support of the Ministry of Finance. I sincerely hope there will be the political will for doing it. I am convinced this conference could be an additional boost for us all to continue with these processes as we all strive for a world in which women and men can benefit equally (Ministry of Labour, Family, Social Affairs and Equal Opportunities, Citation2016, pp. 2–3).

Implementation success

There were no macroeconomic indicators or statistics in the budget’s preparatory documents focused on gender difference in 2005. We found gender issues mentioned in four budget policies: ‘labour market’, ‘education and sport’, ‘agriculture’ and ‘economic affairs’. We found a statement that equal opportunity in training the unemployed should be achieved under ‘labour market’: in the explanation, detailed statistics pertaining to unemployed men and women, including age, period of unemployment and education, were outlined. Under ‘education and sport’, we found two goals connected to gender: the first was centred on building a new sports infrastructure to provide equal opportunities regardless of gender. The second goal including gender was found in the programme to develop new tourist products (sustainable rural tourism, arts and crafts) and explained that gender should be taken into account when new products were prepared. The programme was co-financed by the EU through its structural fund. In terms of ‘agriculture’, gender was mentioned in the programme ‘support for diversification in the countryside’; we also found an analysis of the situation of women in agriculture and a plan for educating and training women on farms in the explanation. Gender statistics were the basis for the explanation of financial and economic affairs; programmes were only supported by the World Bank if they included equal opportunities for men and women; the programme for ‘the development of SMEs business environment’ used statistics on businesses led by women and self-employed women, with a goal of preparing measures to give equal opportunity to women in business. Expenditure on all of these goals and programmes amounted to 0.25% of Slovenia’s total budget expenditure.

The central budgets for 2018 and 2019 included gender issues under the above policy headings as well as ‘defence and protection’, ‘culture and society’ and ‘social protection’. There were no special goals or programmes connected to gender under ‘education and sport’ or ‘social protection’ in either year. The main goal of education in ‘Education and sport’ was the ‘optimal development of each individual independent of his/her gender, religion’, meaning that the education system in Slovenia is based on the concept of gender equality. Similar statements were found in ‘social protection’ connected to family protection and support. Equality opportunities is one of the general goals of this policy area, which includes providing assistance to families in need, such as child support, maternity leave payments for men and women, and special support for big families. Because we couldn’t find special goals or programmes pertaining to gender equality, we did not consider the spending on these two policies as gender-oriented budget expenditures. Under ‘defence and protection’, in both years, there was a programme called ‘managing, educating and caring for employees in the Slovenian army’. One of the programme’s indicators was the proportion of women working in the Ministry of Defence’s administration. It also stated that the Ministry of Defence wanted to see further gender equal opportunities in its administration and society as a whole, and that they supported this through their employment policy at the administrative level: their goal was to increase the proportion of women employed by 4% by 2018 and 4.5% by 2019—so the same goal and policy was included in this programme in both years.

‘Culture and society’ was the policy area with the highest gender budgets because it includes the expenditure of the independent body for gender equality and equal opportunities. One of its main general goals being ‘establishing equal opportunities for men and women’, under which all measures, strategies, support and planning for equal opportunities were included. We used the gender equality index as our key indicator: the main goal determined in 2015 was to increase the index to 60. Because the goal had been on the agenda since 2012, when the index stood at 57.3, it was assumed that the index would increase in subsequent years. Slovenia’s index was 68.4 in 2017, but the initial goal of 60 has not been upwardly revised. The goal was part of the programme’s ‘support to NGOs and civil society’, and its explanation shows that all policy measures, projects and evaluation connected to gender equality are included in the programme’s financing. As a consequence, one of this programme’s specific goals was the ‘implementation of gender equality policy’ and it contained an additional indicator evaluating the number of measures in the National Programme for Equal Opportunities for Women and Men dedicated to equal gender opportunity. The number of such measures was expected to fall after 2015, when the goal was determined at 60 measures, to 30 measures in 2018 and 2019.

Addressing gender equality was a goal of the programme on ‘Support to NGOs and civil society’ in 2018 with the proportion of women in leading positions and the proportion of unemployed women being included as performance measure. Total funding for ‘culture and society’ programmes amounted to 0.7% of total government expenditures in 2018; this fell to 0.31% in 2019; see .

Table 1. Gender budgeting in figures.

At the local level, there have also been some steps towards gender budgeting. Local budgets use mainstream gender budgeting techniques: integrating the equality principle in budgeting processes, including the preparation, implementation and evaluation of budgets. As a result, there is no special expenditure specifically addressing gender equality; success indicators at the municipal level include expenditure on local citizens, and highlight economic independence, work environment flexibility, appropriate education without gender stereotyping, the social inclusion of vulnerable men and women, reducing violence, and lead position gender parity. Although these measures are not financially supported, they represent positive steps in gender budgeting at the local level.

Discussion

The Slovenian approach to gender responsive budgeting has largely been implemented without regulation; moreover, existing guidelines and recommendations in the field have rarely been used by the public sector when developing policies and programmes. The Ministry of Labour, Family, Social Affairs and Equal Opportunities has been solely responsible for gender mainstreaming since 2012. The ministry participates in ‘Project Progress’, which is co-financed by the European Commission, and appraises family policy in the budgetary process from a gender perspective, aiming to implement gender responsive budgeting and gender impact assessment terms of family policy expenditure. Results reveal that funding only indirectly affects gender equality (Gortnar, Citation2016), raising the question of what changes and measures are needed to achieve gender equality.

When addressing gender equality, the focus is generally on achieving equal rights, responsibilities and opportunities for women and men and girls and boys, implying that the interests, needs and priorities of women and men are considered (EIGE, Citation2018). Can or should egalitarianism be strived for in every segment of our lives, or is it predominantly institutional and organizational? Is egalitarianism mandatory in all situations regardless of biological difference, social roles and expectations? Can public policy influence private life gender issues, or is their impact mainly limited to the public sector and business? Much needs to be done to eliminate historically and culturally conditioned ideas and to facilitate gender equality. EU policy has primarily been concerned with workplace gender equality, neglecting other areas (Hoskyns, Citation1996).

Insufficient political will has limited gender mainstreaming (Quinn, Citation2017; Spehar, Citation2018; Jalušić, Citation2009), and the question still remains as to whether political parties are able to develop balanced policies to achieve gender equality and gender responsive budgeting. Slovenia’s Gender Equality Index of 68.3 in 2019 is slightly above the EU average of 67.4, which means it is moving towards gender equality at a snail’s pace (EIGE, Citation2018). There still remains the question of what the main social determinants and differences are in high index countries, such as in Scandinavia, and countries with the lowest indices, such as Poland and Greece. Addressing gender issues is dependent on a nation’s socio-economic and cultural development and that gender equality is not a priority in many countries.

The effective implementation of gender budgeting can bring a reprioritization of resources to help close the gender pay gap that exists in many countries. Despite the lack of tools, mechanisms and even national documents and strategies in the gender budgeting field, Slovenia is ranked fourth in the category of countries with smallest gender pay gap assessed in terms of median monthly earnings of full-time employees for 2010–2015 (Downes & Nicole, Citation2017). Considering this fact, the rather passive position taken by the Ministry of Finance in the gender budgeting area is unsurprising.

Regardless of institutional context, gender policy implementation requires adequate organizational capacity and budgetary funding: ‘How gender is politicized and framed by advocates and within government policy frameworks is an essential component of understanding government positioning and diagnosis of the gender problem’ (Jalušić, Citation2009, p. 67). The socialist approach in eastern European countries endeavoured to secure equality in both the private and public spheres and evidence suggests that women in socialist countries felt politically equal to men and not excluded. Gender policy development should therefore be considered within the broader political and economic dimension in these countries. Slovenia has experienced a rise in masculinism and significantly higher female unemployment since independence (Watson, Citation2000; Bacchi, Citation1999) and this may have influenced gender mainstreaming and gender budgeting policies during and after transition. Gender issues are not a political priority. Additionally, there is the question of whether the public, with limited knowledge and awareness of gender issues, is able to adequately articulate their wishes and select the appropriate political élites to improve gender issues.

Progress in such a specific and culturally, historically, and institutionally conditioned area is possible only in the long run. The gender equality situation in Slovenia is slightly better than the EU average, and the relatively small gender pay gap is a double-edged sword. This situation provides an alibi for the lack of action in this area. In view of this, it important to reconsider the challenges in this complex area and apply comprehensive measures and take a holistic approach to gender budgeting.

Civil society, the media and decision-makers have not sufficiently addressed gender issues in Slovenia. Our research approach, focused on analysing the existing literature and national policy/strategic documents instead of concrete and specific factors with evident implications for the gender issues in general, constitutes our article’s key methodological limitation. These issues need to be researched, applying a broad interdisciplinary approach.

Conclusion

If gender budgeting is feminism in action (Sharp, Citation2003), then Slovenian feminists have not been very active. Gender budgeting, as a public governance tool, is still in its infancy—full of speculation and guessing. The developmental stage in specific countries depends on social, economic, legal and political factors. There are a limited number of research studies and these mainly focus on the sociological aspect; these studies’ findings have not been implemented because the public and politicians are not keen on addressing this issue due to problems in education, health and infrastructure. The responsibility for the development of gender responsive budgeting is down to the public on one side and the government on the other. The Slovenian government’s side is reflected in a number of factors, such as lack of political will, lack of engagement from Ministry of Finance, lack of capacity and knowledge to implement gender budgeting.

Our qualitative research reveals that Slovenia has taken its first steps in gender responsive budgeting; and has largely implemented it without regulation; instead, leaning on guidelines and recommendations. These findings were confirmed by analysing the government’s budgets for 2005, 2018 and 2019, which include few explicit policies and programmes with gender equality as a key concern.

Gender sensitivity should not be evaluated solely on gender measures, but our article is a pioneer attempt to assess the Slovenian gender budgeting approach and progress and provides a starting point for future evaluations.

Disclosure statement

No potential conflict of interest was reported by the author(s).

References