Harmonized Gender and

Development Guidelines
(HGDG)
Mary Ann M. Sanchez
Levelling Session on GAD for Audit Team Leaders and State
Auditors of COA
October 26-28, 2016
COA Regional Office VI, Cebu City

1
 Objective of the Presentation
 Familiarize participants with the objectives,
principles and features of the Harmonized
Gender and Development Guidelines; and
 Level-off on the application of the
Harmonized Gender and Development
Guidelines (HGDG) to GAD Planning and
Budgeting

2
 OUTLINE

1 What is the Harmonized Gender and

Development Guidelines (HGDG)?

2 Sectoral GAD Checklists of Program/Project Design

and Funding Facilities Checklists

3 Program Implementation and Management, and

Monitoring and Evaluation (PIMME Checklist)

4 Application Workshop

3
 • A tool to ensure that programs and
What is the projects undertaken by the government
HGDG? 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
4
 Who are expected to use the
HGDG?
• Program officers as part of their regular functions; the HGDG checklists
encourages them to ensure GAD is integrated in the design,
implementation and M&E of program and projects they are
implementing; and

• GAD Focal Point System Members: the checklists serves as guides to

enhance program documents, determine activities that could be
included in the next GAD plans and budgets and determines how much
of the cost of the major or flagship programs can be attributed to the
GAD Budget.

5
Features of HGDG
The HGDG consists of 4 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

Part 2 – Sector Specific Design Guidelines - Set of guidelines for the development of
sector-specific programs or projects

Part 3 – Program/Project Implementation, Management, Monitoring & Evaluation -

Guidelines for the management, implementation, monitoring and evaluation of
development projects.

Part 4 - Funding Facilities Checklists-Guidelines for design and the management,

implementation and monitoring and evaluation of projects funded under aid modalities

6
 Elements of a Gender-Responsive
Program or Project

1. Participation of women and men in 1. Gender analysis of designed project

problem identification 2. Gender-sensitive M&E system that
2. Generation/use of SDD would capture GAD results
3. Gender analysis to identify gender 3. Requirement of sex-disaggregated
issues database
4. GAD in goals, objectives, outcomes 4. Commitment of resources to address
or outputs the gender issues
5. Activities match identified gender 5. Congruence of project GAD agenda
issues with that of agency/LGU

7
 Corresponding Budget
for the Year of the
HGDG Interpretation Program that may be
Description
Score Attributed to the Agency
GAD Budget
Below GAD is Proposal to be returned
4.0 invisible
Promising Proposal earning a 25% of the budget for
GAD “conditional pass”, pending the year of the
prospects identification of gender program/project may
(conditional issue/s and the strategies be attributed to the
4.0 – pass) and activities to address

H 7.9 these, and inclusion of the

GAD budget
collection of sex-

G Gender
disaggregated data in the
monitoring and evaluation
plan
Proposal passing the GAD
G 50% of the budget for the year

P
8.0 – sensitive test of the program/project, may
14.9 be attributed to the GAD

D
budget
15.0 – Gender- Proponent to be 75% of the budget for the year
responsive commended of the program/project may be

B
19.9 attributed to the GAD budget

G
Fully gender- Proponent to be 100% of the budget for the
responsive commended year of the program may be
attributed to the GAD budget

8
Part II: Sectoral GAD Checklists
for Program/Project Design

9
 What are Design Checklists?
Consists of different colored pull-outs for 19 sectors
(boxes 9-15; 18 to 27 and B1), one for funding facilities
(F1) and generic checklist (7a&b)
Used to measure gender-sensitivity of program design
documents such as concept papers, log frames,
performance measurement frameworks, activity
proposals, etc.
Maximum points for Design Checklists: 20 pts
(Project Identification: 6 points + Project Design: 14
points)

10
 When to Use to the Sectoral
Checklists?
• Evaluating the gender-sensitivity of the design of
a major or flagship program pertaining to a sector
 If the program is not related to a specific sector, then
the Generic Checklist (Box 7) may be used
Attributing the cost of a major or flagship program to
the GAD Plan and Budget based on the validated score

11
HGDG sector specific checklists
1. Agriculture and Agrarian Reform
2. Natural Resource Management
3. Infrastructure
4. Private Sector Development
5. Education
6. Health
7. Housing and Settlement
8. Women in Areas of Armed Conflict
9. Justice
19. Energy
10. Information and Communication
11. Microfinance
Technologies
12. Labor and Employment
13.18.
Child Labor
DRRM
14. Migration
15. Tourism
16. Fisheries
17. Development Planning
Newly added HGDG sector specific checklists

Box 26 GAD checklist for designing

and appraising DRR programs/
projects

Box 27 GAD checklist for

development planning

Box E. Generic checklist for project or

program identification and design for
the energy sector
Checklists for Funding
Facilities

14
 What is a Gender-Responsive
Funding Facility?
Are those that substantially address gender issues identified
through a gender analysis of sex disaggregated data and gender
related information, or that successfully promote gender
responsiveness among funded projects.

Consists of Box F1 (Facilities Design Checklist) and Box F2 (Facilities

Implementation, Management and Monitoring and Evaluation
Checklist)

Used to measure gender-sensitivity of documents of funding

modalities such as implementing guidelines, project proposals,
project implementation plans, performance measurement
frameworks, status reports, accomplishment reports, etc.

The scoring system and the interpretation of the scores

also has maximum of 20 points

15
 When to use the Funding Facilities
Checklists?

When designing and appraising the gender-

responsiveness of funding mechanisms and aid
modalities such as facility, trust fund or joint
programs
Examples of programs that can be assessed using the
Funding Facilities Checklists are 4Ps, PAMANA, BUB
and PCF
Agencies implementing the grant may opt to attribute
their counterpart funds by using the relevant sector-
specific GAD checklist

16
Core Elements of the Generic GAD Checklist for Designing and
Evaluating Facilities (Box F1):

1. Participation of women and men in problem identification (2

points);
2. Identification of gender issues that are relevant to the facility
design (2 points);
3. Gender equality goals, outcomes and outputs (2 points);
4. Matching of strategies with gender issues or GAD goals (2
points);

17
Core Elements of the Generic GAD Checklist for Designing and
Evaluating Facilities (Box F1):

5. Gender analysis of the designed Facility (4 points);

6. Monitoring indicators and targets (4 points);

7. Resources (2 points);

8. Relationship with the partner organization’s or agency’s GAD

efforts (2 points).

18
Core Elements of Facilities Implementation and Management
(FIMME)

1. Supportive Facility management; (2 points)

2. Technically competent staff or consultant; (2 points)
3. Committed partner government agency, private sector partners,
and other partner organizations (2points); and
4. GAD implementation processes and procedures (2 points)

19
Core Elements of Facilities Monitoring and Evaluation

1. Gender differences in outputs, results, and outcomes measured

by the Facility monitoring system; (2 points)
2. GAD Implementation processes and procedures; (2 points)
3. Inclusion of sex-disaggregated and gender-related information
in the Facility database; (2 points)

20
Core Elements of Facilities Monitoring and Evaluation

4. Achievement of gender equality and women’s empowerment

targets; (2 points);

5. Gender issues arising from or during Facility or project

implementation addressed by the Facility; (2 points)

6. Participatory monitoring and evaluation processes; (2 points)

21
How to Accomplish the HGDG
Checklist

22
 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.

23
 Done Score for Gender
Element and item/question an item/ issues
(col. 1) No Partly Yes element identified
(2a) (2b) (2c) * (col. 3) (col. 4)

1.0 Involvement of women and men 0.5

(max score: 2; for each item, 1)

1.1. Participation of women and men in /

beneficiary groups in problem identification
(possible score: 0, 0.5, 1.0)
1.2 Participation of women and men in /
beneficiary groups in project design (possible
score: 0, 0.5, 1.0)

For Element 1.0, a “partly yes” to Item 1.1 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, on the other hand, means inputs or suggestions may have been sought from woman
and man beneficiaries but are not considered at all in designing project activities and facilities.
24
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.

25
WHAT DO THE RATINGS MEAN?

Gender-Responsive
Gender-responsive programs / projects substantively
address gender issues identified through a gender
analysis of sex-disaggregated data and gender-related
information; in the case of funding facilities, one that
successfully promote gender responsiveness among its
funded projects.

26
Part IV: Program and Project
Implementation, Management
and Monitoring and Evaluation
(PIMME) (Boxes 16 and 17)

27
What is PIMME?

Set of guidelines to assess gender-

responsiveness of the management,
implementation, monitoring and
evaluation of development projects.

28
 When to use the PIMME Checklist?

When reviewing whether or not the mitigating

strategies or interventions to enhance the GAD
rating of the major program or project have
been implemented

• To check how much of the actual cost of the

major or flagship program can be attributed to
the GAD Accomplishment Report

29
Core Elements: Box 16 Project Implementation and
Management

Supportive top management;

(2 points)

- mobilize ADEQUATE RESOURCES to support

strategies to address gender issues

- ADEQUATE GENDER EXPERTISE

made available throughout the project

30
Core Elements: Box 16 Project Implementation and
Management

Technically competent staff or consultant; (2

points)

- project staff members TECHNICALLY PREPARED TO

PROMOTE GAD

- PRESENCE OF WOMEN AND MEN in project

implementation

- monitoring and evaluation team have TECHNICAL

COMPETENCE FOR GAD EVALUATION

31
Core Elements: Box 16 Project Implementation and
Management

Committed Philippine government agency; (2

points) and

- regular agency personnel involved

in implementing project GAD INITIATIVES

- project’s GAD efforts included in its GAD PLANS

32
Core Elements: Box 16 Project Implementation and
Management

GAD implementation processes and procedures (2

points)

- project implementation documents INCORPORATE A

DISCUSSION OF GAD CONCERNS

- project have AN OPERATIONAL GAD STRATEGY

- project have a BUDGET FOR ACTIVITIES that will build

capacities for doing GAD tasks

- project INVOLVE WOMEN AND MEN in various phases of sub

projects

33
 Core Elements: Box 17 Project Monitoring and
Evaluation

Project monitoring system includes

indicators that measures gender differences
in outputs, results and outcomes; (2 points)

- presence of GENDER-SENSITIVE OUTPUTS

AND OUTCOMES

- monitoring of activities, outputs, and results

USING GAD OR GENDER EQUALITY
INDICATORS (sample box 17 page 6)

34
 Core Elements: Box 17 Project Monitoring and
Evaluation

Project database includes sex disaggregated data and

gender related information; (2 points)

- support studies to ASSESS GENDER ISSUES AND

IMPACTS

- COLLECTION OF SDD from project’s resources

- INCLUSION OF SDD in project’s reports

- SDD being ROLLED UP from field to the national level

35
 Core Elements: Box 17 Project Monitoring and
Evaluation

Gender equality and women’s empowerment

targets are being met; (4 points)

- IMPROVEMENT OF WOMEN’S WELFARE

AND STATUS as result of the project

- CAPACITY OF IMPLEMENTING GENDER-

SENSITIVE PROJECTS developed by the
implementing agency

36
Core Elements: Box 17 Project Monitoring and
Evaluation

Project addresses gender issues arising from or during

its implementation; (2 points)and

- project addressed gender issues DURING/ARISING

from
the implementation

37
Core Elements: Box 17 Project Monitoring and
Evaluation

Participatory monitoring and evaluation processes

(2 points)

- involved CONSULTATION OF WOMEN AND

MEN implementers or beneficiaries during project
monitoring and evaluation

- women and men involved or consulted on the

ASSESSMENT OF THE PROJECT’S GENDER
IMPACTS

38
1. Let’s divide into 10 groups by randomly counting from 1-6.
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.
4. After reading the proposal, keeping in mind the elements of
the HGDG, discuss as a group your:
Agreed rating on the assigned case using the assigned HGDG Design
Checklist
Agreed rating on the assigned case using the PIMME checklist
Recommendations to improve project ID and design

Time for discussion: 1.5 hours

5. Share the following in plenary:
 Background of the cases;
 Experience in using the design checklist and PIMME
checklists;
 Agreed rating for the design case;
 Agreed rating for the PIMME case; and
 Recommendations to improve the program document

Time for presentation: 5 mins/ group

 Cases for the Workshop (Design)
CASE TITLE HGDG CHECKLIST TO BE USED GROUPS
Construction of the Concrete Infrastructure Checklist (Box Groups 1 and 2
Drainage System (LGU) 10)
Capital Assistance in the Generic Checklist (Box 7a&b) Groups 3 and 4
Acquisition of a Pump Boat as
Water Transport Carrier for Sag
Island (LGU)
Shared Services Facilities (NGA) Generic Checklist (Box 7a&b) Groups 5 and 56

Balik Pinay! Balik Hanapbuhay! Labor and Employment Groups 7 and 8

(NHA) Checklist (Box 21)
National Malaria Health Program Health Sector Checklist (box Groups 9 and 10
(NGA) 13)

Tip for the group discussion:

If the information is not found in the project
document, do not assume. 41
 Cases for the Workshop (PIMME))
CASE TITLE HGDG CHECKLIST TO BE USED GROUPS

Small Enterprise Technology PIMME Checklist (Boxes 16 and Groups 1, 2, 3, 4

Upgrading Program (SETUP) 17) and 5

Rural Micro Enterprise Promotion PIMME Checklist (Boxes 16 and Groups 6, 7, 8, 9

Programme (RuMEPP) 17) and 10

Tip for the group discussion:

If the information is not found in the project
document, do not assume.

42
Application to GAD Planning and Budgeting
 PCW-NEDA-DBM Joint Circular 2012-01 for NGAs and
PCW-DILG-DBM-NEDA Joint Memorandum Circular 2013-01,
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 can be
attributed to the GAD budget

43
 Attribution to the GAD Budget:
GAD PLAN AND BUDGET

Harmonized
Gender and
Development
GAD Guidelines
PLAN AND BUDGET
 Design Checklists
Box 7a&7b – Generic Checklist
PROGRAM/ Box
PROJECT’S DESIGN All Sectoral Checklists (Boxes 9 to 15;
(PROPOSAL,
CONCEPT PAPER,
18-27 and B1)
WORK PLAN) Box F1-Generic GAD Checklist for
Designing and Evaluating Facilities

44
 Attribution to the GAD Budget:
GAD ACCOMPLISHMENT REPORT

Harmonized
Gender and
Development
GAD Guidelines
ACCOMPLISHMENT
REPORT  PIMME Checklist
HGDG Box 16 – GAD Checklist for
PROGRAM/ Project Management and
PROJECT’S Implementation
ACCOMPLISHMENT
REPORT HGDG Box 17 - GAD Checklist for
Project Monitoring and Evaluation
 FIMME Checklist
HGDG Box F2 – GAD Checklist for
Facility Implementation,
Management, and Monitoring and
Evaluation
45
 Application to GAD PB and GAD AR
 The PIMME is used to identify how much of the total
budget of the attributed project/program can be
reported in the GAD AR
 The scores of the assessment using the design
checklist and the PIMME may differ
 Only those included in the GPB can be reported in
the GAD AR using the PIMME checklist

46
 LGU-Sample Attribution in the GAD Plan and Budget
Agency/Bureau/Office:__________________________
Total GAA of Agency:_________________________
Department (Central Agency):___________

Gender Issue of GAD GAD Program/Project/Activity Performance Target GAD Budget Responsible Person
Mandate (PPA) and Indicator (4) (5)
(1) (2) (3)

Lack of sex-disaggregated Conduct of Profiling for the Profile of barangay 10,000/enumerator x 1 month x 3 Barangay Chairperson
data on the residents of the residents residents enumerators=P30,000
barangay conducted/Profiling
completed by end of 10,000-Supplies
2017

Hiring of enumerators to 3 enumerators

conduct the survey hired/Enumerators
hired by 1st quarter of
2017

Title of Barangay Program or Project HGDG Total Annual GAD Attributed Lead or
(6) Design/Funding Program/Project Program/Project Responsible
Facility/Generic Budget Budget Office
Checklist Score (8) (9) (10)
(7)
Capital Assistance in the Acquisition of a Pump Boat as Water 4.66 or Conditional 3 million pesos 750,000 (25% of 3 million SB Committee
Transport Carrier for Sag Island Pass pesos) on
Appropriation
s
 LGU-Sample Attribution in the GAD
Accomplishment Report

Title of Barangay Program or Project HGDG Total Annual GAD Attributed Variance or
(8) Design/Funding Program/Project Program/Project Remarks
Facility/Generic Budget Budget (12)
Checklist Score (10) (11)
(9)
Capital Assistance in the Acquisition of a Pump Boat as Water 4.66 or Conditional 4 million pesos 750,000 pesos (25% of 3 The attributed
Transport Carrier for Sag Island Pass million pesos) budget
remains the
same because
the profiling of
residents was
deferred due
to
prioritization
of disaster
response
brought about
by the
typhoon X
 NGA-Sample Attribution in the GAD Plan and Budget
Agency/Bureau/Office:____________________________________________ Department (Central Agency):___________

Gender Issue or Cause of GAD Result Relevant GAD Activity Output Performance GAD Budget Source of Responsible
GAD Mandate Gender Statement/ GAD Agency MFO/ (5) Indicators and Targets (7) Budget Unit
(1) Issue Objectives PAP (6) (8) (9)
(2) (3) (4)
CLIENT-FOCUSED PROGRAMS

Gender Cause of GAD Result Relevant GAD Activity Output Performance GAD Budget Source of Responsible
Issue or Gender Issue Statement/ GAD Agency (5) Indicators and Targets (7) Budget Unit
GAD (2) Objectives MFO/ (6) (8) (9)
Mandate (3) PAP
(4)
Beneficiaries Limited To ensure that Balik Pinay! Conduct of Summit of Summit conducted Venue and GAA DOLE-
of the BPBH opportuniti the needs of the Balik women beneficiaries by the last quarter accommodation National
are not able es to BPBH Hanapbuha of the BPBH to of 2017 : 1Million Reintegratio
to raise their consult beneficiaries are y Program! enhance program Airfare : n Center for
issues in the women considered in the design and assess At least 100 women 5000,000 OFWs
design and beneficiarie design, program effectiveness beneficiaries Printing of IEC (NRCO)
implementati s of the implementation attended the briefers:
on of the BPBH and monitoring Summit 250,000
program of the program Supplies:
250,000
Total: Php
2Million

ATTRIBUTED PROGRAMS
Balik Pinay! Php 9.84 GAA DOLE-
Balik Million (50% of National
Hanapbuha 19.68 million) Reintegrati
y! Program on Center
for OFWs
(HGDG
rating: 50% (NRCO)
or Gender-
Sensitive)
 NGA-Sample Attribution in the GAD
Accomplishment Report
Agency/Bureau/Office:__________________________ Department (Central Agency):___________
Total GAA of Agency:_________________________
Gender Issue Cause of GAD Result Relevant GAD Activity Output Performance Actual Results Total Responsibl Variance/R
or Gender Statement/ GAD Agency MFO/ (5) Indicators and Targets (outputs/Outc Approved e Unit emarks
GAD Mandate Issue Objectives PAP (6) omes) (7) Budget (9)
(1) (2) (3) (4) (8)

ATTRIBUTED PROGRAMS
Balik Php 14.76 GAA NCRPO
Pinay! Million
Balik
Hanapbuh (75% of 19.68
ay! million)
Program

(HGDG
rating:
75% or
Gender-
Responsiv
e)
 Thank you!

Office of the President

PHILIPPINE COMMISSION ON WOMEN (PCW)

1145 J. P. Laurel St., San Miguel, Manila 1005

Telephone Numbers: +632.7354955, 735.1654 local 125-6
Fax Number: +632.7364449
Email Addresses: [email protected], [email protected], [email protected]
Website: www.pcw.gov.ph
51