SOCIAL ACCOUNTABILITY STOCKTAKING EXERCISE
INDEPENDENT BUDGET ANALYSIS & EXPENDITURE TRACKING
Methodology Specify whether (i)PB, (ii)IBA, (iii)BPET, or (iv) PPM (can select more than
Type one option as some SA initiatives do not fit neatly into these categories)
Independent budget Analysis, Budget and Public
Name of Intervention
Catholic Centre for Justice Development and
Primary Agency Running
Peace, a Church organ promoting just society and
Lusaka, with Parish and Diocesan (provincial
Information National Budge. Health and Education monitored
Sector or Level of Focus
at local level
Budget Contributions prior to announcement of
budget, analyses after budget presentation and
Type of Engagement
throughout the year analysis of disbursements at
national level and local level.
The work began in 1997 given the lack of focus on
addressing poverty issues by government. Budget
tracking began in 2000 in the face of erratic
What is the driving force behind
funding seemingly based on cash allocations with
the SA initiative?
much power play. Now local teams are following
up since there is much rhetoric about poverty
reduction but not translating to any differences.
The main objective is to advocate for just
economic policies that benefit the poor. Some of
Context and the problems include the continued poor
Scope What are the main objectives and
prioritization of expenditure with gains going
what key accountability problems
more to political offices than to social and
does it seek to address?
economic sectors that benefit the poor. Other
problems are the lack of information on budget
disbursements and poor funding.
Who is the target audience or Parliament, the Executive, Civil Society including
demographic focus? Church, Local Community
What is the political culture or Democratic, weak accountability to public, media
environment? freedom, weak parliament.
List the names of the tools and methodologies
Tools and What specific SA tools and
Methodologies methodologies are being used?
Used Budget contributions done at national level. Public
forums held at which contributions are presented
to government and other citizens have chance to
engage with Minister of Finance.
At local level, focus group discussions and
prioritization done to come up with district
preferences for the next budget, these are
presented to the Permanent Secretary of the
province and also sent to capital.
Post budget analyses done after budget
presentation. Forum held at which technocrats
and Finance Minster are represented.
Post Budget analyses shared with
Workshops held for Members of Parliament. Held
for different political parties.
Newspaper articles written, booklets circulated to
Briefly describe the civil society on analysis of budget.
methodology(/ies) or tools used.
Proposals for changes to budget submitted to
Minister for cabinet consideration.
Church hierarchy and provincial teams given info.
on budget to engage with Ministers when they
travel to disseminate the budget.
Budget training for church groups and other civil
During the year analyses done on disbursements.
Local Justice and Peace teams tracking exercise
done throughout the year. They look at objectives
of the sectors and compare how funds are flowing
also conduct group discussions to get community’s
Local teams conduct interviews with government
service providers and also find out timeliness,
adequacy and reporting mechanisms of
Meetings with Minister and Deputy ministers of
Finance, meetings with Secretary of treasury,
meetings with Budget office, Meetings with
What advocacy and media
Members of parliament. Meetings with donor
activities support the initiative?
organizations. Newspaper articles, booklets
circulated, radio and TV discussions,
collaboration with other groups in initiatives.
How inclusive was the Work done by Justice and peace teams, but work
intervention? with communities for research and public forums,
included in radio discussions.
The work is done within the Church structures by
members of justice and peace, who are themselves
Participation poor, from different parts of the country. But their
work is in the communities that they live in.
Capacities at local level are build.
Other Important Information or Anything that is important in the case that is not
Comments covered in the template
A recognition by government of input into the
budget process, a more deliberate poverty focus,
even before introduction of PRSP, e.g. increases in
allocations for welfare categories, adoption of free
What (if any) has been the impact education policies with accompanying grants for
of the initiative? What have been schools. Increased public engagement on the
the incentives? budget, e.g. some government agents calling on
collaboration in tracking fertilizer subsidy,
changes in the tax threshold for income tax.
Government inclusion of civil society groups in
Results and formulation processes.
Impact Is the methodology or initiative
institutionalized? Are there any This has happened, though legal framework has
institutional linkages and not been done. Contributions of the pre-budget are
partnerships been established with considered and sought during formulation of next
the government, parliaments, budget. Linkages have been established with other
media, NGOs, communities etc.? groups working on different issues, e.g. PRSP.
The provincial pre budget contributions are new
(If applicable) Has the initiative but will increase in the next year, because there
been scaled up? Repeated? are now more relevant with activity based
Wider acceptance on the role of civil society in
budget and expenditure issues by government at
What were the main outcomes of different levels. Public debate on expenditure
the SA initiative choices and patterns is now quite strong.
More discussion of expenditure choices for
reduction f poverty and wealth creation.
Slow release of information from government at
Bottlenecks/Problems What central level. At local level teams face problems
difficulties did the agency or NGO accessing info on disbursements, government
face, and how did they resolve resistance, high cost, persistence in addressing
them. (COMMENT: This section matters, linking with other groups. Inadequate
will yield rich insights on human resource. Too much of a centralized system
innovations that can be shared.) of government.
Further Documents and Reports Available.
References Mulima Kufekisa Akapelwa
Resource Persons/Contacts firstname.lastname@example.org