MEETING
MATERIALS
For information on how to engage with GIFT, the Lead Stewards and/or the GIFT streams of work, please contact us, Juan Pablo Guerrero (guerrero@fiscaltransparency.net), Lorena Rivero del Paso (lorena@fiscaltransparency.net) or write to info@fiscaltransparency.net
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Stewards Meetings Materials
General Stewards Meeting August 24-28 2020
Opening Meeting Presentations
Trends in Fiscal Transparency digital technology
Evaluating Fiscal Transparency
Public Participation
Fiscal Reform in the context of COVID19
Accountability in COVID-19 responses
Innovative uses of Fiscal Transparency/data for gender
Materials used during the Learning Visit on Public Participation in Portugal and Joint BLTWG-GIFT Workshop. Cascais, Portugal. October 15-17, 2018.
– Learning Visit on Public Participation in Portugal and Joint BLTWG-GIFT Workshop. – Agenda.
– GIFT Network Meeting. – Background and Agenda.
– In Cascais, WE PUT PEOPLE FIRST. – JOANA BALSEMÃO, Deputy Mayor, Cascais, Portugal.
– PEMPAL – Facilitating Practical Solutions in PFM across ECA. – Maya Gusarova, Sr. Public Sector Specialist, BCOP Resource Team Coordinator, World Bank.
– Mainstreaming Public Participation in Fiscal Policy and Budget Processes in PEMPAL Countries: Progress to Date & Next Steps. – Anna Belenchuk, PEMPAL BTLWG Leader.
– Participatory Budget in Sakhalin Oblast. – Anna Kharchenko, Minister of Finance, Sakhalin Oblast/Region.
-Video-
– The GIFT Action Network: How we Work, How we Learn, How we Move Forward. – Juan Pablo Guerrero, GIFT Network Director.
– An Assessment of the Fiscal Transparency of GIFT Stewards – Presentation. – Murray Petrie, GIFT Lead Technical Advisor.
– An Assessment of the Fiscal Transparency of GIFT Stewards – Document. – Murray Petrie, GIFT Lead Technical Advisor.
– Public Participation in the Era of Digitalization, IT and Open Data. – Lorena Rivero del Paso, GIFT Manager for Technical Collaboration and Cooperation.
– Participatory Youth Budget – Portugal. – Paulo Tomaz, Adviser to the Secretary of State for Youth and Sport
Ministry of Education of Portugal.
– School Participatory Budget – Portugal. – Pedro Abrantes, Expert Advisor from the Minister of Education Cabinet of Portugal.
– Institute of Public Finance from Croatia Presentation. – Mihaela Bronić.
– Open Knowledge International and GIFT. – OKI, Sander van der Waal.
– Cooperation with GIFT. – Vice President, Jorg K. Petrovič. The Court of Audit of the Republic of Slovenia.
– GIFT Stewards Meeting. – Ministerio de Finanzas Públicas de Guatemala, José Antonio Menéndez.
– ICEFI and GIFT. – ICEFI, Ricardo Barrientos.
– National Secretary Of The Indonesian Forum For Budget Transparency. – SEKNAS FITRA, Gulfino Guevarrato.
– GIFT STEWARDS MEETING. – Ministry of Budget and National Planning, Abuja, NIGERIA, Anne N. L. NZEGWU.
– MOF (CROATIA) AND GIFT. – Ministry of Finance of Croatia, Hana Zoričić.
– Dialogue, learning and collaborative technical assistance in a multi-stakeholder initiative. – Ministry of Finance of Croatia, Hana Zoričić.
– Transparencia Presupuestaria y Participación Pública: República Dominicana. – Ministerio de Hacienda, Maria D. Mariñas M.
– MOF and the GIFT Network -The Way Foreword-. – Ministry of Finance of Egypt, Sara Eid.
– Latin American Open Data Initiative. – ILDA, Fabrizio Scrollini.
– TRANSPARENCIA PRESUPUESTARIA YRENDICIÓN DE CUENTAS. – Subsecretario de Presupuesto, Secretaría de Hacienda, Alejandro Gallego.
– The Emerging Markets Investors Alliance and GIFT. – Founder and Board Chair, Emerging Markets Investors Alliance, Ashok Parameswaran.
– GIFT General Stewards Meeting. – Center on Budget and Policy Priorities, Joel Friedman.
– GIFT General Stewards Meeting. – MINISTRY OF FINANCE OF THE REPUBLIC OF INDONESIA, IGA Krisna Murti.
– Portal de Transparencia económica. – The Ministry of Finance of Colombia, Leonardo Buitrago.
– Fiscal openness in ARGENTINA. – Asociación Civil por la Igualdad y la Justicia, Renzo Lavin.
– NCDHR @ the GIFT GENERAL STEWARDS MEETING. – National Coordinator of the economic rights unit, National Campaign on Dalit Human Rights India, Beena Pallical.
– Mexico and GIFT. – Mexico & GIFT, Aura Martínez Oriol.
– Budget transparency in Mexico. – Fundar, Centre for Analysis and Research, Haydeé Pérez Garrido.
– GIFT General Stewards Meeting. – Fundación Nacional para el Desarrollo (FUNDE), Jaime López.
– GIFT and IBP Pilot PROJECT on PUBLIC PARTICIPATION. – IBP, Suad Hasan.
– Uruguay’s progress in Fiscal Transparency. – Planning and Bugdet Office (OPP) URUGUAY, Álvaro García.
– My organization and GIFT. – Observatorio del Gasto Fiscal, Jeannette von Wolfersdorff.
– GIFT General Stewards Meetings. – Consejo para la Transparencia de Chile, Gloria De la Fuente González.
– Benefits tothe Network. – Public Service Accountability Monitor (PSAM), Christopher Jay Kruuse.
– 5 ideas. – Roby Senderowitsch, Practice Manager / Governance Global Practice, World Bank.
– Hope for democracy, 30 years of Participatory Budgeting Worldwide. – Nelson Dias, Assembleia da República.
– GIFT General Stewards Meetings. – Tara Vasiljević, Center of Excellence in Finance, Ljubljana.
– The GIFT Operating Rules: Changes for a Stronger and more Cohesive Champion Network. – Juan Pablo Guerrero, GIFT Network Video.
– PORTUGAL NATIONAL PARTICIPATORY BUDGET. – Isabel Baia, Agência para a Modernização Administrativa (AMA).
– Make your participatory budgeting dream come true. – Ivan Shulga, Task Team Leader, World Bank.
– Budget Transparency in Brazil. – Carmela Zigoni, INESC.
Materials used during the GIFT’s General Stewards Meeting. Washington. October 10-11, 2017.
GIFT General Stewards Meeting Minutes.
DAY 1
– GIFT Stewards Meeting. Juan Pablo Guerrero, GIFT.
I. STEWARDS AND PARTNERS UPDATES
– Assessment of Peer Learning. Anja Linder, GIFT Consultant.
– GIFT: Lessons from Peer Learning. Anja Linder, GIFT Consultant.
– Evaluating the Impact of Fiscal Openness Initiatives – Call for proposals for impact evaluations by GIFT members. Paolo de Renzio (IBP).
Update on CABRI work on Fiscal Transparency in Africa:
1) Strengthening budget transparency and participation. Michael Castro.
2) Next Steps Framing workshop. Michael Castro.
– Corruption Book Executive Summary. ICEFI.
– Corruption Book Presentation. ICEFI.
– Corruption Book Press Release. ICEFI.
– Fighting Corruption in the Federal Expenditure Budget. Fundar.
– GIFT High-Level Principles: Draft Expanded Version presentation. Murray Petrie, GIFT.
– GIFT High-Level Principles: Draft Expanded Version (Word file). Murray Petrie, GIFT.
– CIPFA Public Sector Financial Accountability Index. Vincent Tophoff, IFAC.
– Stocktake of PFM Diagnostic Instruments 2016. Lewis Hawke, PEFA Secretariat.
– The State of Education in the Netherlands. Ministry of Education, Culture and Science.
II. PUBLIC PARTICIPATION IN TAX POLICY AND ADMINISTRATION
– Public participation in revenue policy design and implementation Concept Note (draft for discussion). Murray Petrie, GIFT.
– Public participation in tax policy: framing the conversation. Murray Petrie, GIFT.
– Corruption, Taxes and Compliance. Anja Baum, Sanjeev Gupta, Elijah Kimani, and Jules Sampawende Tapsoba.
– SAT más abierto – Fiscal Data Anonymization. Leonardo Arroyo.
– Guatemala 2015-2016: a case of tax administration recovery reform lead by civil society. Ricardo Barrientos, ICEFI.
– Tax amnesties and reliefs. Access to Information and Tax Secrecy. FUNDAR.
– Tax spillover: a new framework. Andrew Baker and Richard Murphy.
– Public participation in tax policy and administration. INESC.
– Transparency and public disclosure in the WBG’s work on tax. Jim Brumby. World Bank.
– Tax Transparency and the Revenue Cycle. Richard Murphy. Professor of Practice in International Political Economy, City, University of London.
DAY 2
III. OPEN FISCAL DATA STATE OF THE ART
– Brazil Updates. MauroSantos, Secretaria de Orçamento Federal – SOF Federal Budget Secretariat.
– Updates on U.S. Spending Transparency Improvements. Amy B. Edwards.
– PROGRESSING FROM BUDGET TRANSPARENCY TO ACCESSIBILITY TO PARTICIPATION – Croatian experience –. Hana Zoričić, Ministry of Finance, Croatia.
– Budget Transparency Portal. Janet López, Oficina de Planeamiento y Presupuesto del Uruguay.
– Linking data: Unleash the potential. Lorena Rivero del Paso, Mexico’s Ministry of Finance and Public Credit.
– Data Connectivity. Lorena Rivero del Paso, Mexico’s Ministry of Finance and Public Credit.
– PTE: Economic Transparency Portal. Leonardo Buitrago, Colombia’s Ministry of Finance.
– OpenSpending & Fiscal Data Package past, present & future. Diana Krebs & Vitor Baptista, Open Knowledge International.
IV. BREAK-OUT SESSIONS- VARIOUS TOPICS
– Budget administrative classification data: transparency at the public service facility level. Murray Petrie, GIFT.
Materials used during the GIFT’s General Stewards Meeting. Mexico city. March 8-9, 2017.
Minutes of the GIFT General Stewards Meeting Mexico City, March, 8-9.
MATERIALS:
• General Stewards Meeting Agenda Mexico City, March, 8-9.
• General Stewards Meeting. Juan Pablo Guerrero.
• Opening Up Government Deals and Pesos. Kathrin Frauscher.
• Open Contracting and Fiscal Transparency. Where do they meet? Lorena Rivero del Paso, Ministry of Finance and Public Credit, Mexico.
• Fiscal Transparency – New Milestone. Federal Budget Secretariat, Brazil.
• Fiscal Transparency Updates News for 2017. Lorena Rivero del Paso, Ministry of Finance and Public Credit, Mexico.
• Enhancing Public Financial Management in the Public Sector. Vincent Tophoff – IFAC.
• OFDP Evaluation. Secretaria de Orçamento Federal Federal Budget Office, Brazil.
• The Open Fiscal Data Package. Diana Krebs, OKFN.
• Open Fiscal Data Package in Mexico. Aura Mtz. Oriol, Ministry of Finance and Public Credit, Mexico.
• Public Participation in Fiscal Policy Principles and selected issues. Murray Petrie.
• Education Reform program platform. Aura Mtz. Oriol, Ministry of Finance and Public Credit, Mexico.
• The Guide on Principles and Mechanisms of Public Participation in Fiscal Policy. Tania Sánchez Andrade.
• #FiscalTransparency Paraguay. Rafael Palau.
• General Stewards Meeting – Ministry of Finance of the Republic of Indonesia. Iga Krisna.
• Avanzando hacia los datos abiertos. Carlos Antonio Mendoza Alvarado, Ministry of Finance of Guatemala.
• Fiscal Transparency and Public Participation in South Africa. Raquel Ferreira, National Treasury of South Africa.
• Fiscal transparency advocacy. FUNDE, El Salvador.
Materials used during the Strategic Planning Meeting for GIFT and the Guide on Principles and Mechanisms of Public Participation in Fiscal Policies Presentation Seminar. Washington DC, September 28-29, 2016.
Materials used during the Fiscal Transparency Commitments in OGP’S National Action Plans Workshop - GIFT General Stewards Meeting. Washington D.C. June 20-21, 2016.
• Fiscal Transparency Commitments in OGP National Action Plans. Juan Pablo Guerrero
• Public Participation in Fiscal Policy Principles & Mechanisms. Juan Pablo Guerrero
• Guide to the Principles of Public Participation in Fiscal Policy. Olivia Radics & Tania Sanchez
• OPENNESS THAT TRANSFORMS Making Fiscal Transparency Work for the People – Government of the PhilippinesGovernment of the Philippines. Sec. Florencio “Butch” B. Abad
• Moldova: Fiscal Transparency Commitments in OGP National Action Plans. Iurie Țurcanu
• Open Government Partnership Mexico’s Fiscal Transparency Commitments. Lorena Rivero del Paso
• Ministry of Finance of the Republic of Indonesia. Mardiasmo – Vice Minister of Finance
• Public Participation. Vidal Llerenas Morales
• Fiscal Transparency – Ministry of Finance of Georgia. Natia Gulua
• Fiscal Transparency Commitments in Guatemala’s 3rd Open Government Action Plan – Comments by Icefi. Ricardo Barrientos
• Gobierno de la Ciudad de Buenos Aires Ministerio de Hacienda. Martín Mura
• Transparencia Fiscal en Uruguay: situación actual y desafíos – OPP. Álvaro García
• Open Budgeting, transparency and public participation – South Africa. National Treasury: Raquel Ferreira and Public Service Accountability Monitor: Zukiswa Kota
• Transparency in Paraguay. Lea Gimenez
• Fiscal Transparency Commitments in OGP’S National Action Plans Workshop – Ministry of Public Finance of Guatemala. Carlos A. Mendoza
• Fiscal Transparency in Mongolia and its Commitments in OGP NAP 2016-2018 – Open Society Forum. Oyunbadam.D
• Fiscal Transparency Commitments in OGP’s National Action Plans & GIFT General Stewards Meeting – Institute of National Affairs & Department of Treasury – Papua New Guinea. Paul Barker & Peter mondoro
• Fiscal Transparency in Mongolia – Ministry of Finance. Lea Gimenez
• Group 3 – Linking fiscal transparency initiatives to transactional data. Greg Linden, Dr. Mardiasmo, Natia Gulua, Vidal Llerenas, Keith Mclean, Peter Mondoro, Darga, Ganbat and Zukiswa Kota
• Propuesta de temas a priorizar – Ciidh, Guatemala Mario Celada
• GIFT-FOWG workshop: OGP Fiscal Transparency Commitments – Legislativo México.
• Talking points – Moldova. Adrian Lupusor, Executive Director, Expert-Grup.
Materials used during the Advisory Group Meeting Open Fiscal Data Package GIFT - World Bank - Open Knowledge. Washington, D.C. December 15, 2015.
• Advisory Group Meeting Agenda.
• Open Fiscal Data Package – ADVISORY GROUP, First Meeting.
• Exploring new frontiers in fiscal openness – BOOST. Massimo Mastruzzi.
• Fiscal Data Package Review & Next Steps – OKFN. Cecile LE GUEN.
• GIFT / Fiscal Data Package – Iteration 3 – OKFN. Paul Walsh.
Materials used during the Public Participation Seminar - GIFT Stewards Meeting. Washington, D.C. December 1-2, 2015.
• GIFT General Stewards Meeting and Public Participation Seminar. Hazel Feigenblatt and Olivia Radics.
• PUBLIC PARTICIPATION IN FISCAL POLICY: Approval of GIFT Principles and Next Steps, Day 1. (PPT presentation) Murray Petrie.
• An International Initiative on Fiscal Transparency, Participation & Accountability. Juan Pablo Guerrero & Murray Petrie.
• Comparative study of public participatory experiences. Vanessa Macedo.
• The Impacts of Fiscal Openness: A Review of the Evidence. Paolo de Renzio and Joachim Wehner.
• OGP Action plans due in June 2016. Abhinav Bahl.
• Transparency in Mexican Federal Revenues. Héctor J. Villarreal, CIEP.
• PUBLIC PARTICIPATION IN FISCAL POLICY: Approval of GIFT Principles and Next Steps, Day 2. Murray Petrie.
• Program Stewards Meeting Dec 1-2.
• Report GIFT 2 Semester Stewards Meeting Nov 30.
Materials of other events
Materials used during the Workshop on Fiscal Transparency and Public Participation in the Budget Process: Lessons from Around the World. Ulaanbaatar, Mongolia. March 28, 2019.
• GIFT: a Fiscal Transparency and Public Participation Network. – Juan Pablo Guerrero – GIFT.
• Fiscal Open Data. Lorena Rivero del Paso – GIFT.
• Innovative approaches on the use of fiscal data by civil society organizations and citizens. Lorena Rivero del Paso – GIFT.
• Public Participation as a New Component of Public Financial Management Systems. Juan Pablo Guerrero – GIFT.
Materials used during the PEMNA Budget CoP Seoul Meeting. Seoul, Korea. March 19-20, 2019.
• Measuring Fiscal Transparency. – Lorena Rivero del Paso – GIFT.
• Public Participation & Meaningful Transparency in Fiscal Policy Planning. Juan Pablo Guerrero – GIFT.
• Fiscal Transparency Portals: Can they be used more strategically? Lorena Rivero del Paso – GIFT.
• Communicating the Budget Effectively to Citizens & Media. Tarick Gracida – GIFT.
• Engaging Citizens to Monitor Performance in Service Delivery. Lorena Rivero del Paso – GIFT.
Materials used during the Peer exchange on Fiscal Transparency Portals among Nigeria and South Africa Workshop. Pretoria, South Africa. December 5-6, 2018.
• Nigerian Tour to the National Treasury of South Africa Agenda. – The Budget Department of the National Treasury of South Africa.
Materials used during the Information Technologies for Citizen Engagement in Service Provision Workshop. Tbilisi, Georgia. July 17, 2018.
• Budget Monitor – ICT based citizen Participation in Supervision of Public Finances. – Giorgi Chakvetadze, State Audit Office of Georgia.
• International Data Standards Connectivity – Unleash the power of data by linking standards. – Lorena Rivero del Paso, Ministry of Finance and Public Credit of Mexico.
• Open Data Rally Mexico. – Alejandra Macías, CIEP.
• Open Contracting, Budgets and Spend – Linking data to unblock budget execution. – Lindsey Marchessault and Tim Davies, Open Contracting.
• Open Fiscal Data. – Sander van der Waal, Open Knowledge International.
Materials used during the Launch of the New Portal of Transparency of the Brazilian Federal Government. Brasilia, Brazil. Jun 27-29, 2018.
• Special meeting at the Secretariat of Federal Budget Agenda – South Africa, Brazil.
• Launch of the New Portal of Transparency of the Brazilian Federal Government Agenda. English – Español
• Brazil’s Federal Planning and Budget – George Soares, Federal Budget Secretariat.
• High-Level Principles of Fiscal Transparency According to GIFT – Márcio Luiz De Albuquerque Oliveira, Federal Budget Secretariat.
• Brazil’s New Transparency Portal – Cibelle, CGU.
• Brazil’s New Transparency Portal – Otavio Neves, CGU.
• Transparency Against Corruption – The Brazilian Experience – Otavio Neves, CGU.
• Public Access to Federal Budget Data in Brazil PPT – HTML. Mauro Tapajós Santos, Federal Budget Secretariat.
• Budget Transparency – The New Global Toolkit – Sean Dougherty, OECD.
• Presupuesto abierto y justicia fiscal – Renzo Lavin, ACIJ.
• Transparencia presupuestaria en Argentina – Gustavo Merino y Guillermo Valentino, Ministerio de Hacienda de Argentina.
• South Africa: Update on Projects – Raquel Ferreira, National Treasury of South Africa.
• Portal de transparencia presupuestaria de Uruguay – Gabriela Delfino, Oficina de Planeamiento y Presupuesto de Uruguay.
• Egypt’s Fiscal Transparency – Challenges and Opportunities – Sara Eid, Ministry of Finance of Egypt.
• Portal de transparencia fiscal de El Salvador – Rosa Mixco, Ministerio de Hacienda de El Salvador.
• The Road to Budget Transparency in Mexico – Carlos Brown, FUNDAR.
• Transparencia presupuestaria en Paraguay – Rafael Palau, STP Paraguay.
• Acciones sobre transparencia fiscal y participación pública – José Antonio Menéndez, Ministerio de Finanzas Públicas de Guatemala.
• Listado de urls sobre transparencia de la República Dominicana – Alejandro Mercedes, DIGEPRES.
Materials used during the Digital Tools, Information Technologies and Citizen Engagement Workshop. Zagreb, Croatia. May 23, 2018.
• Concept Note and Agenda GIFT
• Mexican Transparency Portal: Creation Process and Evolution Lorena Rivero, SHCP.
• Big Data, Small Data and Open Data Lorena Rivero, SHCP.
• Online Public Consultations That Helped Identify Users Lorena Rivero, SHCP.
• Citizen Engagement Strategies Lorena Rivero, SHCP.
• Plain Language as Communication Policy – How to communicate budget? Tarick Gracida, GIFT.
• Social Media Tips – Do’s and Don’ts Tarick Gracida, GIFT.
Materials used during the Innovations in Participatory Democracy Conference. Phoenix, USA. March 9, 2018.
Materials used during the Towards greater transparency, participation and accountability in Africa Workshop. Conakry, Guinea. February 23-24, 2018.
• Enquête Sur le Budget Ouvert 2017. IBP
• Guidelines and Case Studies on Public Participation in Fiscal Policy. GIFT – Juan Pablo Guerrero
• Lignes directrices et études de cas sur la participation du public à la politique budgétaire. GIFT – Juan Pablo Guerrero
Materials used during the Strengthening Accountability through Fiscal Transparency Practices Workshop. Port-of-Spain, Trinidad and Tobago. September 6, 2017.
• Workshop Agenda. ParlAmericas
• Fiscal Openness and Opportunities. GIFT – Juan Pablo Guerrero
• Public Participation in Fiscal Policies. GIFT – Juan Pablo Guerrero
Materials used during the Open Parliament Workshop. Bogota, Colombia. April 20-21, 2017.
• Parlamento abierto para presupuestos públicos en México. FUNDAR – Guillermo Ávila.
• Encuesta Open Budget Survey – Un Instrumento para la transparencia en el presupuesto público. Juan Sebastián Simbaqueba y Mario Freddy Martínez P.
• Participación pública en políticas y procesos presupuestarios: perspectiva y experiencia internacional. GIFT – Tania Sánchez Andrade y Juan Pablo Guerrero.
Materials used during the Guatemala workshop. Guatemala. February 9-10, 2017.
• Agenda Observatorio – Word
• Observatorio de calidad del gasto público Conceptos clave y experiencia internacional – PPT
• Conclusiones del Primer Taller para la Creación de un Observatorio del Gasto Público – Word
• Informe sobre el evento Implementación del Observatorio de Calidad del Gasto Público en Guatemala – Word
Materials used during the Paraguay workshop. Asunción, Paraguay. February 16-17, 2017.
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