Harmonized Gender and Development Guidelines (HGDG) Gender Analysis and GAD Planning and Budgeting Training for Department of Health and Attached Agencies October 22-24, 2014 Tagaytay City
Office of the President Philippine Commission on Women
In designing project‌.
Office of the President Philippine Commission on Women
Objectives of the Presentation 1.Familiarized with the objectives, principles, application and features of the Harmonized Gender and Development Guidelines (HGDG) to GAD Planning and Budgeting; and 2.Able to accomplish Box 7a: Generic checklists and Box 13: Health Project checklist for the project identification and design stages as well as identify mitigating strategies and corresponding activities using sample project documents Office of the President Philippine Commission on Women
What is the HGDG?
• A tool to ensure that programs and projects undertaken by the government in their various stages are gender responsive. • The formulation and development of the HGDG was initiated by NEDA, NCRFW, ODA-GAD Network with funding assistance from UNDP and ADB in 2004 to ensure that programs and projects of the government (from design to M&E) are gender-responsive Office of the President Philippine Commission on Women
HGDG endeavoured to help implementing agencies in:
Why the HGDG?
1)Complying with RA 7192 (Women in Development & Nation Building Act) 2)Integrating GAD perspective in development planning processes 3)Addressing the issues of inadequate sex-disaggregated data and statistics for planning
Office of the President Philippine Commission on Women
HGDG aims to:
Objectives
1)Provide NEDA, ODA donors, Philippine government agencies and development practitioners with a set of tools for integrating gender concerns into their programs and projects; and 2)Help achieve gender equality and empower women in/through the programs and projects Office of the President Philippine Commission on Women
Equality between women and men is a key women’s human right Participation in development is crucial to the empowerment of women and men Gender equality means promoting the equal participation of women as agents of economic, social and political change Achieving equality between women and men may involve the introduction of specific measures designed to eliminate prevailing gender inequalities and inequities.
Principles of HGDG Office of the President Philippine Commission on Women
The HGDG consist of 3 parts:
PART 1 - Program/Project Development Guidelines (Generic)- Set of guidelines in the form of questions which can be applied to project development in general regardless of sector or project type
Features of HGDG
Part 2 – Sector Specific Design Guidelines - Set of guidelines for the development of sectorspecific programs or projects Part 3 – Program/Project Implementation, Monitoring & Evaluation - Guidelines for the management, implementation, monitoring and evaluation of development projects. Office of the President Philippine Commission on Women
Part I: Program and Project Development: 10 Core Elements of a Gender-Responsive Project or Program 1. Participation of women and men in the identification of the development problem; 2. Collection and use of sex-disaggregated data in the analysis of the development problem; 3. Conduct of gender analysis to identify the gender issues that the proposed project must address; 4. Goals, objectives, outcomes, and outputs that include GAD statements that will address the gender issues in (3); 5. Activities that respond to the identified gender issues, including constraints to women’s participation; Office of the President Philippine Commission on Women
Part I: Program and Project Development: 10 Core Elements of a Gender-Responsive Project or Program 6. Conduct of gender analysis of the planned project to anticipate gender-related issues arising from the implementation of the designed project; 7. Monitoring indicators and targets which include the reduction of gender gaps or improvement of women’s participation; 8. Project monitoring and evaluation system that includes a sexdisaggregated database; 9. Resources and budgets for the activities in (5); and 10.Planned coordination with Agency/LGU plans. Office of the President Philippine Commission on Women
Elements of a Gender-Responsive Project Design Element or Requirement 1. Participation of women and men in project identification of the development problem and design
Things to Consider •
Consult with women and men beneficiaries at the earliest stage of the project
•
This will ensure that their concerns are taken into consideration
2. Collection and use • of sexdisaggregated data in the • analysis of the development problem
Sex-disaggregated data and gender-related information are necessary inputs to a comprehensive analysis of the situation Primary or secondary data can be used Who are the intended project beneficiaries? How many are women, men, children? What are their profiles? Are they housewives? with livelihood? working husbands? school Office of the President age children? Philippine Commission on Women
Elements of a Gender-Responsive Project Design Element or Requirement
Things to Consider
3. Conduct of Do gender analysis. Sample basic questions to ask: gender analysis What gender issue will the project address? to identify the What is the cause of the gender issue? gender issues What resources are available to women and men that the beneficiaries? proposed project should What resources do women have control over? address Who has control over the benefits derived from it? What are the pervading beliefs in the community that affects or limits the participation of men and women in the project? How should the project be designed so it becomes responsive to women?
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Elements of a Gender-Responsive Project Design Element or Requirement 4.
5.
Things to Consider
Goals and objectives, Formulate project goals/objectives which outcomes and outputs contributes to the following: 1) increased economic empowerment of include GAD women statements that 2) protection and fulfilment of women’s address the gender human rights issues in # 3 3) gender-responsive governance Plan activities that will address gender issues Activities include those that address the identified in # 3 identified gender issues, including constraints to women’s participation
Office of the President Philippine Commission on Women
Elements of a Gender-Responsive Project Design Element or Requirement 6. Conduct of gender analysis of the planned project to anticipate gender-related issues arising from the implementation of the designed project
Things to Consider •
What practical gender needs are responded to by the project? strategic gender needs?
•
Who decides to use or dispose of the resource, service or facilities? (management)
•
Are there gender gaps in the access/use/management of resources? What are these?
•
Will the project reduce gender gaps between women and men? How?
•
Will the project mitigate constraints and promote women and men participation in project activities and benefits? How?
•
Will it improve the status of women? How? Office of the President Philippine Commission on Women
Elements of a Gender-Responsive Project Design Element or Requirement
Things to Consider
7. Monitoring indicators • and targets which include the reduction of gender gaps or improvement of women’s participation
8. Project monitoring and evaluation system that includes sex-disaggregated database
•
Sample indicators and targets: 30% increase of women project beneficiaries participating in the management of water supply system 10% increase in women adopting FP methods 30% increase in women participation in barangay disaster risk response teams Monitoring and reports should be sexdisaggregated
Office of the President Philippine Commission on Women
Elements of a Gender-Responsive Project Design Element or Requirement 9. Resources and budgets for the activities in # 5
Things to Consider •
• 10. Planned coordination with PCW or the agency’s GAD plans
There should be budget allocation provided for the planned activities that will address the gender issues in #5 and facilitate integration of GAD in the project Proposed project should be in line with the agency/LGU’s GAD efforts
Office of the President Philippine Commission on Women
Part II: Introduction to Program and Project Development : Specific Sectors This part offers 16 GAD checklist for various sectors: 1. Agriculture and Agrarian Reform
9. Justice
2. Natural Resource Management
10. Information and Communication Technologies
3. Infrastructure
11. Microfinance
4. Private Sector Development
12. Labor and Employment
5. Education
13. Child Labor
6. Health
14. Migration
7. Housing and Settlement
15. Funding Facilities
8. Women in areas of Armed Conflict
16. Tourism
Part II: Introduction to Program and Project Development : Specific Sectors The specific sector checklist to ensure that the project or program are: consistent with the sector thrusts and its implementation is within the mandate of the proponent or implementing agency, the objectives of GAD-related policies, plans; includes gender analysis and ascertain gender impact; specifies relevant gender equality and women’s empowerment objectives, outcomes and outputs; Office of the President Philippine Commission on Women
Part II: Introduction to Program and Project Development : Specific Sectors The specific sector checklist to ensure that the project or program are: Includes activities and strategies that would address gender issues or needs; commits human and financial resources; has a gender-sensitive monitoring and evaluation system that specifies GAD-related indicators and targets; collection of sex-disaggregated data and information Office of the President Philippine Commission on Women
Let’s have an exercise‌
Office of the President Philippine Commission on Women
Workshop 1 1. Let’s divide into 4 groups 2. Assign a moderator in the group to facilitate discussion and a presenter to share the group’s output 3. Please read through the proposal given to your group (assume all project cost=P2m) 4. After reading the proposal, keeping in mind the elements of the HGDG, discuss as a group your: findings, comments or issues identified in relation to the elements Recommendations to improve project ID and design (Please use worksheet 1 to guide you)
1. Share the results of your discussion in the plenary 2. Time for discussion: 30 minutes 3. Time for presentation: 10 minutes per group Tip for the group discussion:
If the information is not found in the project document, do not assume. Office of the President Philippine Commission on Women
Guidelines for Scoring 1. Put a check in the appropriate column (2a
to 2c)under “Response� to signify the degree to which a project proponent has complied with the GAD element: under col. 2a if nothing has been done; under col. 2b if an element, item, or question has been partly complied with and under col. 2c if an element item, or question has been fully complied with.
Office of the President Philippine Commission on Women
Box 13: GAD Checklist for Designing Health Projects Done Element and item/question (col. 1)
No (2a)
Partly (2b)
1.0 Participation of women and men in project identification (max score: 2; for each item or question, 0.67)
Yes (2c)
Score for an item/ element * (col. 3)
0.99
1.1. Had the project consulted and involved women and men in the problem identification and development of solution? (possible scores: 0, 0.33, 0.67)
0.33
1.2. Have women’s and men’s inputs been considered in the design of the project? (possible scores: 0, 0.33, 0.67)
0.33
1.3 Are both women and men seen as stakeholders, partners or agents of change? (possible scores: 0, 0.33, 0.67)
0.33
Gender issues identified (col. 4)
For Element 1.0, 1.0 “partly yes” means meeting with male officials and only a woman or a few women who also happen to be officials in the proponent or partner agency or organization; or with male and female officials and some male beneficiaries. - In contrast, full compliance involves meeting with female and male officials and consulting other stakeholders, including women and men that may be affected positively or negatively by the proposed project. A “partly yes” to Item 1.2, means inputs or suggestions may have been sought from woman and man beneficiaries but are not considered at all in desig A “partly yes” to Item 1.3, means only certain groups of women and men are viewed as stakeholders and agents of change Office of the President
Philippine Commission on Women
Done Element and item/question (col. 1)
2.0. Collection of sex-disaggregated data and gender- related information (possible scores: 0, 1.0, 2.0) Has the project tapped sex-disaggregated data and gender related information from secondary and primary sources? OR does the project document include sex disaggregated and gender information in the analysis of issue? 3.0. Conduct of gender analysis and identification of gender issues (possible scores: 0, 1.0, 2.0) Has gender analysis been done to identify gender issues prior to project design? OR, does the discussion of development issues in the project document include gender gaps that the project must address?
No (2a)
Partly (2b)
0
Yes (2c)
Score for an item/ element * (col. 3)
0
1.0
1.0
Gender issues identified (col. 4)
For Element 2.0, “partly yes” means some information has been classified by sex but may not be key to helping identify key gender issues that a planned project must address. - In contrast a full “yes” implies that qualitative and quantitative data are cited in the analysis of the development issue or project For Element 3.0, 3.0 a “partly yes” means a superficial or partial analysis has been done by focusing on only one or two of the concerns; Office of the President Philippine Commission on Women
Done Element and item/question (col. 1)
No (2a)
Partly (2b)
4.0 Gender equality goals, outcomes and outputs (possible scores: 2; for each item,1)
0.5
4.1 Do project objectives explicitly refer to women and men (including adolescents) as clients and or health providers? (possible scores: 0, 0.5, 1.0) 4.2 Does the project have gender equality outputs or outcomes ? (possible scores: 0, 0.5, 1.0)
0.5
0
5.0. Matching of strategies with gender issues (possible scores: 0, 1.0, 2.0) Do the strategies and activities match the gender issues and gender quality goals identified? That is will the activities or interventions address gender gaps and inequalities?
Yes (2c)
Score for an item/ element * (col. 3)
1.0 1.0
Gender issues identified (col. 4)
For Element 4.0, 4.0 “partly yes” to 4.1 means women are identified in project objectives in connection with traditional health management roles; or to 4.2 if the project has token gender equality outputs or outcomes. A full “yes” to 4.1signifies that women’s reproductive rights and non traditional roles are recognized. For 4.2 full “yes” denotes that gender equality outcomes are contained in the logframe. For Element 5.0, 5.0 “partly yes” means having gender equality strategies or activities but no stated gender issues that will match the activities, while a full “yes” requires an identified gender issue and activities seeking to address this issue. Office of the President Philippine Commission on Women
Done Element and item/question (col. 1)
6.0. Gender analysis of likely impact of the project (max score: 2; for each item or question, 0.67) 6.1. Gender division of labor (max score: 0.67; for each item, 0.33) 6.1.1 Does the project address the different health needs of women and men? (possible scores: 0, 0.17, 0.33) 6.1.2 Has consideration been given to how many women may be supported in their role of providing healthcare to the household and to the community? (possible scores: 0, 0.17, 0.33)
6.2 Access to and control of resources (max score: 0.67; for each item 0.33 6.2.1 Has the project incorporated existing health services and health providers? (possible scores: 0, 0.17, 0.33) 6.2.2 Are women to women services provided in the project design? (possible scores: 0, 0.17, 0.33)
No (2a)
Partly (2b)
Yes (2c)
Score for an item/ element * (col. 3)
Gender issues identified (col. 4)
Done Element and item/question (col. 1)
6.0. Gender analysis of likely impact of the project (max score: 2; for each item or question, 0.67) 6.3. Constraints (max score: 0.67; for each item, 0.33) 6.3.1 Are there cultural constraints on health measures that the project will introduce? (possible scores: 0, 0.17, 0.33) 6.3.2 Has the project considered financial costs of participation that may hamper women’s and men’s access to health services or facilities: (possible scores: 0, 0.17, 0.33)
7.0 Monitoring targets and indicators (possible scores: 0, 1.0, 2.0) Does the project include gender equality targets and indicators to measure gender equality outputs and outcomes?
No (2a)
Partly (2b)
Yes (2c)
Score for an item/ element * (col. 3)
Gender issues identified (col. 4)
For Element 6.0, 6.0 a “partly yes” to any of the items and questions associated with superficial or partial efforts to address a specific issue or question. In contrast a “full yes” involves a coherent, if not comprehensive response to the questions. For Element 7.0, 7.0 “partly yes” means the project monitoring plan includes indicators that are sex-disaggregated but no qualitative indicator of empowerment or status change.
Office of the President Philippine Commission on Women
Done Element and item/question (col. 1)
No (2a)
8.0. Sex-disaggregated database requirement (possible scores: 0, 1.0, 2.0) Does the proposed project monitoring framework or plan include the collection of sex-disaggregated data?
Partly (2b)
1.0
9.0. Resources (max score: 2; for each question, 1.0) 9.1. Is the budget allotted by the project sufficient for gender equality promotion or integration? (possible scores: 0, 0.5, 1.0) 9.2. Does the project have the expertise in promoting gender equality and women’s empowerment? OR, is the project committed to investing project staff time in building capacities within the project to integrate GAD or promote gender equality? (possible scores: 0, 0.5, 1.0)
Yes (2c)
Score for an item/ element * (col. 3) 1.0
0.5
0 0.5
Gender issues identified (col. 4)
For Element 8.0, 8.0 “partly yes” means the project requires the collection of some sex-disaggregated data or information, but not all the information will track the genderdifferentiated effects of the project. A full “yes” means all sex-disaggregated data and qualitative information will be collected to help monitor the GAD outcomes and outputs.
For Element 9.0, 9.0 “partly yes” means there is a budget for GAD-related activities but not sufficient to ensure that the project will address relevant gender issues (9.1), or to build GAD capacities among project staff or the project agency or to tap external GAD expertise (9.2) Office of the President Philippine Commission on Women
Element and item/question (col. 1)
Done No (2a)
Partly (2b)
10.0 Relationship with the agency’s GAD efforts
Yes (2c)
Score for an item/ element * (col. 3) 0.99
(maximum score: 2; for each question or item, 0.67)
10.1 Will the project build on or strengthen the agency’s commitment to the advancement of women? (possible scores: 0, 0.33, 0.67)
0.33
10.2. Does the project have an exit plan that will ensure the sustainability of GAD efforts and benefits? (possible scores: 0, 0.33, 0.67)
0.33
10.3. Will the project build on the initiatives of actions of other organizations in the area? (possible scores: 0, 0.33, 0.67)
.033
TOTAL GAD SCORE – PROJECT DESIGN STAGE
4.15
Gender issues identified (col. 4)
For Element 10., 10. A “partly yes” response to item 10.1 means there is a mention of the agency’s GAD Plan but no direct connection is made to incorporate the project’s GAD efforts into the plan; “Partly yes” to Item 10.2 means there is a mention of other GAD initiatives; and “Partly yes” to Item 10.3 means the project has a sustainability plan for its GAD efforts but no mention is made of how these may be institutionalized within the implementing agency or its or its partners. Office of the President Philippine Commission on Women
Interpretation of GAD Scores Maximum score: 20 points
0-3.9
: GAD is invisible (Proposal to be returned)
?
: Has promising GAD prospects (“conditional pass”) : Gender sensitive : Gender responsive
4.0-7.9
8.0-14.9 15.0-20.0
Office of the President Philippine Commission on Women
Corresponding Budget for the Year of the Program that may be Attributed to the Agency GAD Budget
HGDG Score
Description
Below 4.0
GAD is invisible
0% or no amount of the program/project budget for the year may be attributed to the GAD budget
4.0 – 7.9
Promising GAD prospects (conditional pass)
25% of the budget for the year of the program/project may be attributed to the GAD budget
8.0 – 14.9
Gender sensitive
50% of the budget for the year of the program/project, may be attributed to the GAD budget
15.0 – 19.9
Gender-responsive 75% of the budget for the year of the program/project may be attributed to the GAD budget
20.0
Fully genderresponsive
Attribution to the GAD Budget
100% of the budget for the year of the program may be attributed to the GAD budget
Part III: Program and Project Implementation, Management and Monitoring and Evaluation (PIMME) 2 Sets of Concerns in Project Management A. Gender Mainstreaming: Support of project leadership; Commitment and technical competence of the project management staff to address gender issues in the project; Willingness to tap external GAD expertise to develop internal capacity; Enforcement of GAD procedures and processes.
Office of the President Philippine Commission on Women
Part III: Program and Project Implementation, Management and Monitoring and Evaluation (PIMME) 2 Sets of Concerns in Project Management B. Post Project Sustainability: Involvement of regular agency implementation of GAD activities;
personnel
in
Capacity development of agency officials and personnel in undertaking GAD initiatives; Institutionalizing project GAD strategies through their incorporation in the agency’s GAD action plans; Office of the President Philippine Commission on Women
Part III: Program and Project Implementation, Management and Monitoring and Evaluation (PIMME) 4 Core Elements of Project Management and Implementation 1. Supportive top management; (2 points) 2. Technically competent staff or consultant; (2 points) 3. Committed Philippine government agency; (2 points) and 4. GAD implementation processes and procedures (2 points)
Office of the President Philippine Commission on Women
Part III: Program and Project Implementation, Management and Monitoring and Evaluation (PIMME) 5 Core Elements of Project Monitoring and Evaluation 1. Project monitoring system includes indicators that measures gender differences in outputs, results and outcomes; (2 points) 2. Project database includes sex disaggregated data and gender related information; (2 points) 3. Gender equality and women’s empowerment targets are being met; (4 points) 4. Project addresses gender issues arising from or during its implementation; (2 points)and 5. Participatory monitoring and evaluation processes (2 points) Office of the President Philippine Commission on Women
Rating project implementation, monitoring and evaluation
49
Add
the score for project management (Box 16) to that for M&E (Box 17)

Maximum score: Project management: 8; monitoring and evaluation: 12 Office of the President 49Women Philippine Commission on
INTERPRETING THE GAD RATING AT PIMME STAGE 50
Maximum score: 20 0-3.9: GAD is invisible in project implementation (Projects needs GAD technical assistance or advice in all areas) 4.0-7.9: Project implementation has promising GAD prospects (Project earns “conditional pass�, needs technical assistance on GAD in some areas) 8.0-14.9: Project implementation is gender-sensitive (Project needs GAD technical advice in a few areas) 15.0-20.0: Project implementation is gender-responsive (Projects to be commended)
Office of the President 50Women Philippine Commission on
WHAT DO THE RATINGS MEAN? Gender-Responsive Gender-responsive programs / projects substantively address gender issues identified through a gender analysis of sexdisaggregated data and gender-related information; in the case of funding facilities, one that successfully promote gender responsiveness among its funded projects.
Office of the President 51Women Philippine Commission on
WHAT DO THE RATINGS MEAN? Gender-Sensitive Gender-sensitive programs / projects recognize and acknowledge differences in roles, needs, and perspectives of women and men, possible asymmetries in their relationship, and the possibility that actions or interventions will have different effects on and results for women and men based on their gender, but do not actively seek to address these issues.
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Application to GAD Planning and Budgeting PCW-NEDA-DBM Joint Circular 2012-01 for NGAs and PCW-DILG-DBM-NEDA Joint Memorandum Circular 201301, states that NGAs/LGUs “may attribute a portion or the whole budget of major programs” to their GPBs using the HGDG tool. Planning – A tool for reviewing programs and projects – Opens up possibilities of identifying areas for action to enhance mainstream program/ project implementation Budgeting – Estimation of how much of program/project budget Office of the President can be attributed to the GAD budget Philippine Commission on53Women
What programs or projects can be attributed to the GAD budget? • Flagship or major programs of the agency/LGU should be included. This is an indication of serious intent by the agency to address gender equality and women’s development and empowerment in its mainstream operations and programs. • For other programs or projects: only those programs or projects that are ‘gender sensitive’, or have reached a minimum GAD score of 4.0.
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How can it be funded? To address the issue, PAP funding can be either from fresh money (direct GAD budget item), or reprogrammed program or project budget. Direct GAD PAPs •When there are additional components or activities that need to be funded Reprogrammed budget •Calibrations of existing guidelines and processes that do not require additional cost (“to enhance existing processes of the project to make it more gender sensitive”), but without a budget, or with a budget embedded in the program or project budget •If the calibration of existing procedures and processes requires additional funds (such as hiring of consultants, conduct of training), this will be reflected as mitigating strategy to form part of direct GAD budget to come from GAA, or contribution of the program from its own budget. Office of the President Philippine Commission on55Women
Gender Issue and/or GAD Mandate
Cause of the Gender Issue
GAD Result Statemen t/GAD Objective
Releva nt Agency MFO/P AP
GAD Activity
Output Performa nce Indicators and Target
GAD Budget
Source of Budget
Responsi ble Unit/Offic e
High level of maternal mortality rate despite intensifie d implemen tation of the MNCHN Project
Despite the availabilit y of prenatal and post-natal services in HSFs, the number of women availing the services is still low
To increase the number of women availing pre-natal and postnatal services
Matern al and Neonatal Care Progra m
Increase the number of Community Health Teams (CHTs) in far flung /remote areas
25% increase in the number of women who availed pre-natal and postnatal services
Total Attributa ble Budget: 40 million (50% of the Project Budget for 2015)
ODA (MNCHN Project)
MNCHN PMO
(Increase the HGDG rating of the MNCHN Project from 9 to 15)
Conduct of Training on the GenderSensitive Handling of Clients for HSPs
Conduct of 3 batches of training on the GenderSensitive Handling of Clients for HSPs
HGDG rating: 9.0 486,000 (Direct GAD PAP, GAA)
SALAMAT PO! Philippine Commission on Women www.pcw.gov.ph
Office of the President Philippine Commission on Women