Resources

• A Sociedade Civil e o Petroléo para o Desenvolvimento Em Angola
  [Relatórios Científicos]

  16 Jan 2009By: Shun Govender and Beatrice Mutale Skagestad Ways to enhance Strategic Cooperation among Non-state Actors in Angola One of the important challenges in Angola has ...

• Oil and Governance in Africa - 4 Country Case Studies
  [Relatórios Científicos]

  04 Mar 2008Karin Alexander and Stefan Gilbert (Additional writing and background research: Christine Betzing & Justin Steyn) “All people have the right to their country’s natural resources...” – ...

• A detailed response to Budget 2008
  [Relatórios Científicos]

  21 Fev 2008Response to Budget 2008 1. Fiscal Policy In a global economic environment which both government and independent analysts regard as the least favourable in recent ...

• Idasa Medium Term Budget Policy Statement (MTBPS) 2007 - Selected Issues
  [Relatórios Científicos]

  29 Out 2007The annual Medium Term Budget Policy Statement (MTBPS) sets out indicative allocations for the upcoming three fiscal years, and has in recent years become entrenched ...

• Africa Budget Activities
  [Relatórios Científicos]

  24 Jul 2007By: Etienne Yemek This report is a summary update on the implementation and progress of activities carried out by IDASA's Africa Budget Project in 2006. ...

• Which countries open their budget books? Open Budget Index
  [Relatórios Científicos]

  06 Nov 2006The past two decades have seen growing interest in promoting public access to government budget information. Access to information on government budgets and financial activities ...

• Budgetary Perspectives on Shared Growth Policy Interventions in South Africa
  [Relatórios Científicos]

  29 Ago 2006Following years of institutional and regulatory reforms, coupled with macroeconomic stabilisation policies, South Africa has managed to bring its budget deficit and public debt down. ...

• Fiscal Decentralisation for the Perplexed
  [Relatórios Científicos]

  12 Jan 2006This document provides a broad introduction to fiscal decentralisation. We define the term, distinguish the main forms of decentralisation and the principle of subsidiarity which ...

• A Phoenix Rising - Case study on Buffalo City municipal budget
  [Relatórios Científicos]

  30 Ago 2005Luyanda Qomfo Since establishing democratic local government in 1994 South Africa rightly focused on creating new structures of governance and municipal institutions. With regard to ...

• The Role of Civil Society Organizations in Auditing and Public Finance Management
  [Relatórios Científicos]

  29 Jul 2005This recently released paper by the International Budget Project (IBP) describes the institutional setting within which supreme audit institutions function and uses survey results to ...

• Understanding fiscal decentralisation in South Africa
  [Relatórios Científicos]

  29 Jul 2005South African society is characterised by large socioeconomic backlogs and underservicing across social groups and regions. One of the critical challenges that the national government ...

• The Expanded Budget Transparency and Participation Study
  [Relatórios Científicos]

  28 Jun 2005This study looks at Budget Transparency and Participation in nine African countries, viz. Botswana, Burkina Faso, Ghana, Kenya, Namibia, Nigeria, South Africa, Uganda and Zambia. ...

• Local Government in Budget 2005
  [Relatórios Científicos]

  09 Mai 2005Municipalities in South Africa on average obtain about 86 percent of their income from their own revenue sources, while around 14 percent of municipal budgets ...

• Gendered Analysis of the Working for Water Programme
  [Relatórios Científicos]

  15 Abr 2005Several government programmes that seek to address poverty - among these are social grants, provision of basic services such as education, health, housing, water and sanitation and provision ...

• Local Government Responsibilities
  [Relatórios Científicos]

  10 Mar 2005This paper has been written to facilitate a simple understanding of the functions, roles and responsibilities of local government in the context of the Constitution's ...

• Gender and the 2005 Budget in SA
  [Relatórios Científicos]

  28 Fev 2005The South African government’s commitment to gender equity is entrenched in the Constitution, in various pieces of legislation and policies that were developed during the ...

• Congo Brazzaville - transparency in extractive industries
  [Relatórios Científicos]

  25 Fev 2005The Congolese Coalition “Publish What You Pay” (PWYP) hosted two events dealing with transparency in extractive industries in the region of the Gulf of Guinea. ...

• Provincial Comparative Health Budget Brief 2004
  [Relatórios Científicos]

  10 Dez 2004By: Sasha Poggenpoel and Mario Claasen This brief provides an overview of provincial health budgets in 2004/05 and over the rest of the current medium ...

• The Role of the Dept of Safety and Security in democracy for women
  [Relatórios Científicos]

  11 Out 2004Idasa's Women's Budget embarked on an investigation of the extent to which government has fulfilled its commitment to address gender inequalities in the country. The relevance ...

• The best way to fund public schooling
  [Relatórios Científicos]

  05 Jul 2004A brave new world? By Russell Andrew Wildeman "Ten years after the first democratic elections in 1994, the debate about the best possible way to fund ...

• Comparative Provincial Housing
  [Relatórios Científicos]

  30 Jun 2004"The South African Constitution places an obligation on the South African government to provide adequate housing to all citizens on a progressive basis. In the ...

• Provincial Education Budgets 2004
  [Relatórios Científicos]

  25 Jun 2004See the tables for Provincial Education Budgets in 2004 by downloading the document below.  In the document, you'll find the following tables: • Provincial education expenditure ...

• Reviewing Provincial Education Budgets 2004
  [Relatórios Científicos]

  23 Jun 2004The 2003 consolidated education MTEF was defined by two facts: sharp increases in consolidated education budgets in 2003/04, and the subsequent tapering off of growth ...

• The role of the Dept of Justice - 10 years of Democracy for Women
  [Relatórios Científicos]

  10 Jun 2004Penny Parenzee The connection between crime and poverty is well established. But more significant perhaps, although less often mentioned, is the connection between poverty and ...

• Social Development Budgets in SA Provinces 2004
  [Relatórios Científicos]

  05 Jun 2004By Sasha Poggenpoel In South Africa today roughly 45 per cent of the total population is living in poverty, whilst unemployment has reached 40 per ...

• The Role of the Dept of Labour - 10 years of democracy for women
  [Relatórios Científicos]

  18 Mai 2004Debbie Bud lender The Women's Budget Initiative has twice examined the budget of the Department of Labour (DoL). The first Women's Budget of 1996 included ...

• What government funds are available for women and community groups?
  [Relatórios Científicos]

  06 Mai 2004Debbie Budlender, CASE 2003 was the eighth year of the Women‘s Budget Initiative (WBI), a collaborative venture between parliamentarians and two nongovernmental organisations (NGOs)  ...

• South Africa's Education Budget 2004
  [Relatórios Científicos]

  10 Mar 2004by Russell Andrew Wildeman. Government departments engage the country's twin objectives of poverty reduction and economic growth in different ways. The task of the budget ...

• A review of selected local government revenue reforms
  [Relatórios Científicos]

  01 Mar 2004By Paul Whelan. In this paper we review a number of national reform initiatives on local government revenue instruments, comparing how national policy and legislative ...

• Monitoring Provincial Budgets from a Pro-poor Perspective
  [Relatórios Científicos]

  25 Fev 2004During the last week of February and the first week of March, South Africa’s nine provinces will be tabling their 2004 provincial budgets. This will ...

• South Africa Budget 2004 Commentary
  [Relatórios Científicos]

  19 Fev 2004Government needs to be applauded yet again, from a pro-poor perspective, for the spending plans announced for the MTEF period 2004/05 – 2006/07 in, National ...

• Understanding the Local Government Equitable Share
  [Relatórios Científicos]

  01 Fev 2004Paul Whelan The Local Government Equitable Share (LGES) is one element in a system of transfers that flow to local government. Along with local government’s ...

• Local Government Grant System in South Africa 2004
  [Relatórios Científicos]

  21 Jan 2004This summary is based on two occasional papers from the IDASA Budget Information Service on The Local Government Grant System, Paper 1: “A researchers’ guide ...

• Review of Provincial Social Development Budgets 2003
  [Relatórios Científicos]

  01 Dez 2003By Lindiwe Mbanjwa and Sasha Poggenpoel The 2003/04 budget targets additional resources toward reducing poverty and vulnerability. This is translated into real increasing aggregate expenditure ...

• Evaluating the Local Government Grant System July 2003
  [Relatórios Científicos]

  31 Jul 2003Paul Whelan This paper evaluates the extent to which the system is consistent with government’s decentralisation policy using the findings of a companion occasional paper, ...

• Researcher's Guide to Local Government Grants July 2003
  [Relatórios Científicos]

  31 Jul 2003The Local Government Grant System Paper One: A researchers’ guide to local government grants "This paper describes the system through which grants are transferred to ...

• Provincial expenditure brief for the financial year 2002/03
  [Relatórios Científicos]

  01 Jul 2003By Alexandra Vennekens-Poane Provincial budgets are on aggregate projected to grow by 13.2% between 2002/03 and 2003/04, and on average by 10.8% over the 2003/04 ...

• Evaluating the local government grant system
  [Relatórios Científicos]

  01 Jul 2003By: Paul Whelan This paper evaluates the extent to which the system is consistent with government’s decentralisation policy using the findings of a companion occasional ...

• A researchers guide to local government grants
  [Relatórios Científicos]

  01 Jul 2003Paul Whelan This paper describes the system through which grants are transferred to local government in some detail according to a set of descriptive parameters ...

• Transparência e Responsabilidade no Processo Orçamental
  [Relatórios Científicos]

  01 Jun 2003Níveis aceitáveis de transparência fiscal e orçamental atingem-se quando o produto apropriado de divulgação (de informação) equaliza sistematicamente o produto de escrutação apropriado. A noção ...

• Processo Orçamental e sua participação no processo PRSP
  [Relatórios Científicos]

  01 Jun 2003Os sumários abaixo apresentados, reportam as conclusões de uma sondagem realizada em seis países africanos acerca da participação de organizações da sociedade civil (OSC) no ...

• O Parlamento E O Orçamento:
  [Relatórios Científicos]

  01 Jun 2003Breve Introdução Do Ponto De Vista De Uma Sociedade Civil Joachim Wehner -  15 de Abril de 2003 1.  Introdução: o parlamento e o ciclo ...

• Budget Processes and Systems
  [Relatórios Científicos]

  01 Jun 2003Budgets are decided on and delivered in an institutional framework where social, political and economic considerations play a part. There are many  rules of the ...

• Poverty Reduction Initiatives
  [Relatórios Científicos]

  01 Jun 2003We present three Budget Briefs which address Poverty Reduction Initiatives. The first examines the South African Poverty Alleviation Fund: its history, shifts in priorities, expenditure ...

• Provincial Health Budgets in South Africa 2003
  [Relatórios Científicos]

  01 Mai 2003By Alexandra Vennekens-Poane This brief provides an analysis of provincial health budgets in 2003/04 and over the MTEF, assessing growth in each of the provincial ...

• Beyond the National Small Business Strategy
  [Relatórios Científicos]

  01 Mai 2003by Marlese von Broembsen. In March 1995, the Department of Trade and Industry published its White Paper, A National Strategy for the Development and Promotion ...

• Reviewing Provincial Education Budgets 2003
  [Relatórios Científicos]

  29 Abr 2003By Russell Andrew Wildeman Provincial education MTEF 2003 continues the need for provincial education to re-orientate the relationship between teacher and non-teacher inputs. This approach ...

• A Gendered Look at Poverty Relief Funds
  [Relatórios Científicos]

  29 Abr 2003Penny Parenzee In 1997, as an urgent response to the deep levels of poverty in the country, the Department of Finance initiated a fund for ...

• Analysing South African Provinces Expenditure 2002/03
  [Relatórios Científicos]

  01 Abr 2003By Alexandra Vennekens-Poane One of the main points in the 2003 Budget Speech is the increased budget allocation to the provinces, which raises expectations about ...

• The National Education Budget 2003
  [Relatórios Científicos]

  25 Mar 2003By Russell Wildeman. This document discusses the South African Education Budget for 2003.

• Budget Expenditure Monitor: April - December 2002
  [Relatórios Científicos]

  01 Fev 2003Marritt Claassens The Budget Expenditure Monitor provides a descriptive monthly overview of government’s national voted expenditure, excluding statutory spending (state debt costs and equitable share ...

• The Free State provincial health budget 2002-2003
  [Relatórios Científicos]

  01 Jan 2003By Alexandra Vennekens-Poane. This brief analyses trends in the Free State health budget, focusing primarily on the 2002/03 budget and where relevant the entire MTEF ...

• Free State Social Development Brief
  [Relatórios Científicos]

  12 Dez 2002By Lindiwe Mbanjwa and Sasha Poggenpoel This brief outlines social development in the Free State province of South Africa.

• Transformation in Provincial Education Budgets in the Free State
  [Relatórios Científicos]

  01 Dez 2002By: Russell Wildeman and Sasha Poggenpoel The key findings of this study are: • Free State's provincial equitable share grew by almost 7% from last ...

• The Grootboom case and women's housing rights
  [Relatórios Científicos]

  06 Out 2002"This brief provides an overview of the paper titled “Rights, roles and resources: An analysis of women’s housing rights – the implications of the Grootboom ...

• How transparent are African budget processes in 2002?
  [Relatórios Científicos]

  01 Out 2002The initial emphasis in the South African budget reform process has been on improving transparency. However transparency does not automatically lead to the kind of ...

• Transparency and participation in budget processes in Africa
  [Relatórios Científicos]

  01 Out 2002Transparency and participation in the budget process: a cross country synthesis. How do we monitor good governance on the continent? This is the key question ...

• Local Government Revenue
  [Relatórios Científicos]

  05 Set 2002By Paul Whelan The paper focuses mainly on what is normally considered “operating revenue”. However, it briefly considers capital revenue as well, as some operational ...

• Budget Expenditure Monitor: May - July 2002
  [Relatórios Científicos]

  01 Set 2002Marritt Claassens The Budget Expenditure Monitor provides a descriptive monthly overview of government’s national voted expenditure, excluding statutory spending (state debt costs and equitable share ...

• Reviewing Provincial Social Development Budgets 2002
  [Relatórios Científicos]

  05 Jul 2002By Lindiwe Mbanjwa and Sasha Poggenpoel. This brief identifies important trends projected in provincial social development in 2002/03 and over the medium term.

• The funding of local government from nationally raised revenue
  [Relatórios Científicos]

  05 Jul 2002By: Paul Whelan According to the Department of Finance’s 2000 Budget Review, the total transfers to local government for 2000/01 equals R6,709 billion, which is ...

• Country Survey of Budget Structures and Processes
  [Relatórios Científicos]

  01 Jul 2002We are currently constructing a database with budgetary information on countries in Africa. The survey focuses mainly on the budget system and process, rather than ...

• Budget Expenditure Monitor: May - July 2002
  [Relatórios Científicos]

  01 Jul 2002The Budget Expenditure Monitor provides a descriptive monthly overview of government’s national voted expenditure, excluding statutory spending (state debt costs and equitable share transfers to ...

• Transformation in W Cape Education Budget 2002/3
  [Relatórios Científicos]

  21 Jun 2002By Russell Wildeman The key findings of this study are: • The Western Cape Province's equitable share increases by 5% from last year and by a ...

• Expenditure Monitor April 2002
  [Relatórios Científicos]

  01 Jun 2002The Expenditure Monitor is a new product of the Budget Information Service that provides a descriptive monthly overview of national government’s expenditure. It indicates the ...

• Reviewing Provincial Education Budgets 2002
  [Relatórios Científicos]

  27 Mar 2002By Russell Andrew Wildeman Key points in the brief are: • On average, provincial education budgets in 2002 increase by less than I% in real ...

• Persistent Implementation Challenges for Poverty Relief
  [Relatórios Científicos]

  01 Mar 2002Challenges for Poverty Relief Projects in Budget 2002 Chris Mingo and Marritt Claassens, Budget Information Service, Idasa The latest available data from national government departments indicate ...

• Persons with Disabilities and Budget 2002
  [Relatórios Científicos]

  01 Mar 2002By Lindiwe Mbanjwa and Kevin Neeson. This Brief examines Budget 2002’s spending on programmes that target people with disabilities with regard to grants, poverty alleviation, ...

• Local Government and Budget 2002
  [Relatórios Científicos]

  01 Mar 2002By Paul Whelan, Budget Information Service The main purpose of this Brief is to describe and explain some of the key provisions in the February ...

• Local Government and Budget 2002
  [Relatórios Científicos]

  01 Mar 2002By Paul Whelan Unpacking the local government budget of 2002.  

• The National Education Budget 2002
  [Relatórios Científicos]

  01 Mar 2002By Russell Wildeman "Key points in the brief are: • The consolidated education budget is expected to increase by 3.7% in real terms over the medium ...

• Review of Provincial Health Budgets 2002
  [Relatórios Científicos]

  01 Mar 2002A Review of Provincial Health Budgets 2002, by Paul Whelan. "Collectively, provinces plan to increase their allocations to health slightly between 2001/02 and 2004/05. Mpumalanga ...

• Conditional Grants reform for hospitals Feb 2002
  [Relatórios Científicos]

  27 Fev 2002Operational conditional grants reform for central and provincial hospitals In the 2001 Medium Term Budget Policy Statement1 (MTBPS), the National Treasury announced a set of ...

• 2002 Land Affairs Budget: Is Land Reform on Track?
  [Relatórios Científicos]

  01 Fev 2002Chris Mingo Government has introduced land reform as a key initiative to address poverty and bring about sustainable economic development. The Department of Land Affairs ...

• SA Government underspending remains a problem
  [Relatórios Científicos]

  01 Fev 2002Marritt Claassens and Paul Whelan The latest un-audited expenditure reports from the National Treasury indicate that R3.48 billion of the national government budget went unspent ...

• Human Resource and Budget for South African Education 2002
  [Relatórios Científicos]

  01 Fev 2002By Russell Wildeman Key points in the brief are: • That the Human Resource Development (HRD) Strategy will in the foreseeable future rely heavily on government's ...

• School funding norms 2001
  [Relatórios Científicos]

  25 Out 2001By Russell Andrew Wildeman This brief is the third in a series that deals with the implementation of the school funding norms. The specific focus ...

• Provincial Health Departments and HIV/AIDS
  [Relatórios Científicos]

  25 Out 2001Paul Whelan This brief is an overview of a longer research paper entitled “Sources and Methods of Funding the Health Sector Response to HIV/AIDS.” The ...

• How 5 provincial education departments respond to HIV Aids
  [Relatórios Científicos]

  20 Set 2001By Russell Wildeman "Life Skills programmes are not a new phenomenon in public schools. As early as 1997, the Department of Health with the assistance ...

• Provincial Education Departments and HIV/AIDS Funding Needs in SA
  [Relatórios Científicos]

  20 Set 2001By Russell Andrew Wildeman Life Skills programmes are not a new phenomenon in public schools. As early as 1997, the Department of Health with the ...

• The role of Poverty Relief and Home-based Care
  [Relatórios Científicos]

  14 Set 2001The role of Poverty Relief and Home-based Care within the National Integrated Plan for HIV/AIDS Jolene Adams and Marritt Claassens The National Integrated Plan for ...

• Redistribution of School Funding Sept 2000
  [Relatórios Científicos]

  01 Set 2001By Russell Wildeman "In South Africa, most poor learners have access to primary and secondary schools. Redistribution is therefore not primarily aimed at encouraging greater ...

• Women & Social Security - how far are we in 2001?
  [Relatórios Científicos]

  21 Jun 2001"The objective of this brief is to discuss and identify some of the gaps of the noncontributory social security net pertaining to women in South ...

• Provincial Social Development Budgets 2001
  [Relatórios Científicos]

  30 Mar 2001By Jolene Adams This Brief identifies the most important trends projected in provincial Social Development budgets for 2001/02 in their Medium Term Expenditure Frameworks (MTEF).

• A Review of Provincial Education Budgets 2001
  [Relatórios Científicos]

  30 Mar 2001By Russell Andrew Wildeman This Brief deals with education expenditure budgeted by provinces in their 2001/02 budgets and Medium Term Frameworks (MTEF). Provincial education budgets ...

• Provincial Health Budgets 2001
  [Relatórios Científicos]

  26 Mar 2001Paul Whelan Most provinces plan to increase their total spending on health on real terms over the period starting in 1999/00 and ending 2003/04, although ...

• Provincial Government and Budgets 2001
  [Relatórios Científicos]

  26 Fev 2001Joachim Wehner and Russell Wildeman This brief reviews important trends in provincial revenue and expenditure trends. The first section of the brief comments on the ...

• Local Government and Budget 2001
  [Relatórios Científicos]

  26 Fev 2001Paul Whelan This brief describes increases to local government transfers proposed in Budget 2001 (Section 1). Although these increases are significant, they begin from a ...

• Do teacher and training programmes bring stability to education
  [Relatórios Científicos]

  01 Dez 2000By Russell Wildeman "The Department of Education has responded to the issue of teacher education and training in two main ways. First, the Norms and ...

• Response to Medium Term Budget Policy Statement Nov 2000
  [Relatórios Científicos]

  01 Nov 2000"MTBPS 2000 shows a shift in the fiscal policy stance of government from the contractionary trend of the last 3 years to a mild fiscal ...

• Quarterly Report on Welfare Depts in South Africa 2000
  [Relatórios Científicos]

  29 Ago 2000Jolene Adams This Quarterly Report focuses on trends in the provincial Welfare Departments over the period March 2000 to July 2000. The analysis is based ...

• School Funding - Progress Report 2000
  [Relatórios Científicos]

  05 Jul 2000Russell Andrew Wildeman The Norms and Standards for School Funding was first published in 1998 to give effect to the funding provisions of the South ...

• Equity in Education - how far are we?
  [Relatórios Científicos]

  01 Jul 2000Russell Wildeman "When the education landscape was transformed from nineteen racially based education departments to nine provincial education departments, large inequalities were found between provinces. ...

• Capital Expenditure in health budgets 2000
  [Relatórios Científicos]

  29 Jun 2000Paul Whelan There has been much focus recently on under-spending in projects that provide short-term relief to people living in poverty. A lack of spending ...

• Customs & Excise and How they affect Women
  [Relatórios Científicos]

  21 Jun 2000Tanya Goldman "Customs and Excise is the section of the South African Revenue Service (SARS) responsible for the collection of revenue at all points of ...

• Women & Local Government Revenue 2000
  [Relatórios Científicos]

  21 Jun 2000Sikhander Coopoo "The White Paper on Local Government established a framework for municipal finance which supports the developmental role of local government. This framework forms ...

• Women and Tax in South Africa 2000
  [Relatórios Científicos]

  21 Jun 2000Terence Smith "Most analyses of government budgets and their differential impacts on women and men tend to focus on the expenditure side of the budget, ...

• From policy through budgets to implementation May 2000
  [Relatórios Científicos]

  30 Mai 2000For the Women’s Budget Initiative Authors: Barbara Klugman, Women’s Health Project, University of the Witwatersrand Di McIntyre, Health Economics Unit, University of Cape Town.

• Unspent Poverty Relief Funds in Welfare
  [Relatórios Científicos]

  29 Abr 2000Lydia Ntenga The two largest items on the Welfare budget are social security (social grants to the aged, disabled and poor children) and social welfare ...

• Developmental Social Welfare - who benefits and who bears the costs?
  [Relatórios Científicos]

  21 Abr 2000Researchers: Fairuz Mullagee and Roseline Nyman Editors: Debbie Budlender and Neil Newman "This study occurs in the sixth year of the South African Women’s Budget ...

• A Review of Provincial Education Budgets March 2000
  [Relatórios Científicos]

  09 Abr 2000Russell Wildeman This Brief identifies the most important trends in the Education expenditure budgeted by provinces in their 2000/01 Budgets and Medium Term Expenditure Frameworks ...

• Funding the Life Skills and HIV Aids Programme
  [Relatórios Científicos]

  01 Abr 2000Russell Wildeman "The Minister of Education's Tirisano document prioritises nine areas in the education sector. Many of these priorities, such as school building and life-skills ...

• Review of provincial welfare budgets March 2000
  [Relatórios Científicos]

  10 Mar 2000Lydia Ntenga This Brief identifies the most important trends in the Welfare expenditure budgeted by provinces in their 2000/01 Budgets and Medium Term Expenditure Frameworks ...

• Provincial Budgets and Transfers 2000
  [Relatórios Científicos]

  28 Fev 2000The tables and information that follow are based on the Department's of Finance's 2000 Budget Review that was released with the 2000/01 National Budget. The ...

• Gauteng Health Services sounding alarm
  [Relatórios Científicos]

  29 Jun 1999While Gauteng spends proportionately more money on health services than any other province a number of their hospitals have recently been reported to be 'in ...