The World Bank Report No: ISR9249 Implementation Status & Results Mexico MX Results-based Management and Budgeting (P106528) Public Disclosure Copy Operation Name: MX Results-based Management and Budgeting (P106528) Project Stage: Implementation Seq.No: 8 Status: ARCHIVED Archive Date: 07-Jan-2013 Country: Mexico Approval FY: 2009 Product Line: IBRD/IDA Region: LATIN AMERICA AND CARIBBEAN Lending Instrument: Technical Assistance Loan Implementing Agency(ies): Secretaria de Hacienda Key Dates Board Approval Date 11-Dec-2008 Original Closing Date 31-Dec-2013 Planned Mid Term Review Date 06-Feb-2012 Last Archived ISR Date 16-May-2012 Effectiveness Date 19-Mar-2010 Revised Closing Date 31-Dec-2013 Actual Mid Term Review Date Project Development Objectives Project Development Objective (from Project Appraisal Document) The development objective of the project is to establish that federal departments and agencies in Mexico provide decision makers and the public with rigorous, timely, user-friendly information on the efficiency and effectiveness of government organizations and program expenditures. Has the Project Development Objective been changed since Board Approval of the Project? Yes No Component(s) Component Name Component Cost Design and Implementation of a Management Improvement Program (PMG) 0.00 Development of an Integrated Information System [SISED] for Results-based Management and 0.00 Budgeting Strengthening Financial Management for Results-based Budgeting 2.92 Consolidation of the Results-based Budgeting (RBB) 1.13 Monitoring and Evaluation of the Reform Interventions 0.38 Public Disclosure Copy Overall Ratings Previous Rating Current Rating Progress towards achievement of PDO Moderately Satisfactory Moderately Satisfactory Overall Implementation Progress (IP) Moderately Unsatisfactory Moderately Unsatisfactory Overall Risk Rating Moderate Implementation Status Overview Following the Government's request for partial loan cancellation, the Bank team has appraised the request and has finalized the restructuring package with counterparts. The loan Page 1 of 5 The World Bank Report No: ISR9249 cancellation involved a significant reduction in project scope as well as modifications to the Project Development Objective (PDO), and therefore a restructuring with submission to Board for consideration/approval. As of end of calendar year 2012 the project and loan restructuring has been approved and signed. The loan amount has been reduced from US $17.24 million to US$4.44. The new PDO is to strengthen SHCP’s capacity to: (i) allow the use of standardized performance information of priority public programs during budget preparation; (ii) generate harmonized sub national fiscal information; and (iii) disseminate budget performance information to the Borrower’s citizens on a regular basis. Public Disclosure Copy Locations Country First Administrative Division Location Planned Actual Mexico The Federal District Mexico City ✔ Results Project Development Objective Indicators Indicator Name Core Unit of Measure Baseline Current End Target Performance information (PI) presented in Text Value Performance information is During the 2013 budget PI presented in a timely budget requests from line secretariats to SHCP not widely used by line preparation PI has been used fashion to Congress in a and in budget submitted to Congress secretariats in their budget between SHCP and line format that allows requests. PI is sent to minisstries and to Congress. interpretation and meets their Congress on tight needs. Content includes deadlinesand in format/ outcome& output measures. content that makes it non- Secretariats send budget usuable requests to SHCP with PI Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 Comments This is a critical indicator that captures most of the changes sought after the operation. An active network and a portal to inform civil Text Value Budget performance There is a portal containing Portal containing society at large on a regular basis about information is financial and non financial PI on budget performance is budget performance increasing readily available to civil performance information available for citizens transparencyand accountability to citizens society via the new portal but about the budget and its has not been process available for citizens, expanded to all levels of and the information has been Public Disclosure Copy Government expanded to all the levels of Government Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 Comments Percent of programs with improved strategic Text Value 28 75 The majority of the programs design and reporting have a more robust design across key dimensions (objectives, indicators, baselines, links to strategies) Page 2 of 5 The World Bank Report No: ISR9249 enabling better reporting and evaluation. Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 Public Disclosure Copy Comments In 2008 the percentage of For the 2013 budget The majority of the programs public preparation the percentage of have a more robust design programs using performance programs using performance across key dimensions information was 28%. A information is set to be over (objectives, indicators, sample analysis of 70 75%. baselines, links to strategies) programs done in Oct 2007 enabling better reporting and for SHCP (data from evaluation. CONEVAL corroborates these findings) showed the majority present design problems (objectives, indicators, link to strategies) Percent of municipalities that have a simplified Percentage Value 0.00 0.00 80.00 financialmanagement system installed and Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 working Comments none none Around 80% of approximately 1,200 small municipalities (of total approximately 2,500 municipalities) Intermediate Results Indicators Indicator Name Core Unit of Measure Baseline Current End Target C3: Design of a conceptual model for Text Value not existent SHCP has advanced but not SIDAFF has a module integration offinancial information in finished yet. designed municipalities, states and federation. for integrating all three levels of Government Date 26-Jan-2009 04-May-2012 31-Dec-2013 Public Disclosure Copy Comments in progress C3: Number of municipalities that have been Number Value 0.00 0.00 960.00 trained inthe use of the new municipal Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 simplified FMIS. Comments Around 80% of approximately 1,200 small municipalities C4: Design and dissemination of a number of Text Value not carried out in progress Strategic social and non strategicevaluations (e.g. security policy, water social policy, education) evaluations carried out and disseminated through the portal Page 3 of 5 The World Bank Report No: ISR9249 Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 Comments C4: Design of terms of reference for non social Text Value not carried out in progress Terms of reference for non Public Disclosure Copy program evaluations social program evaluations available Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 Comments C4: Development of methodology and Text Value not carried out in progress Methodology and guidelines guidelines for better social program focalization for better social program focalization available Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 Comments C4: Public programs portfolio review to identify Text Value not carried out in progress Public programs portfolio programdelays and development of review methodology for ex ante screening to carried out and methodology for ex ante screening available Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 Comments C5: Design and dissemination of an evaluation Text Value Intermediate Result In progress. A publication on SED evaluation carried out for the SED (Component Five): Monitoring the experience has been and and Evaluation of the Reform issued. Evaluation in disseminated through the Interventions progress. portal Non existent Date 26-Jan-2009 31-Dec-2012 31-Dec-2013 Comments Data on Financial Performance (as of 04-Sep-2011) Public Disclosure Copy Financial Agreement(s) Key Dates Project Ln/Cr/Tf Status Approval Date Signing Date Effectiveness Date Original Closing Date Revised Closing Date P106528 IBRD-76220 Effective 11-Dec-2008 21-Apr-2009 19-Mar-2010 31-Dec-2013 31-Dec-2013 Disbursements (in Millions) Project Ln/Cr/Tf Status Currency Original Revised Cancelled Disbursed Undisbursed % Disbursed P106528 IBRD-76220 Effective USD 17.24 17.24 0.00 0.04 17.20 0.00 Disbursement Graph Page 4 of 5 The World Bank Report No: ISR9249 Public Disclosure Copy Key Decisions Regarding Implementation None. Restructuring History There has been no restructuring to date. Related Projects There are no related projects. Public Disclosure Copy Page 5 of 5