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Gender Budgeting

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ESF+

The ESF+ regulation states (Annex 1, p.1): 'Common indicators for the general support of the ESF+ strand under shared management. All personal data are to be broken down by gender (female, male, 'non-binary'[1]). If certain results are not possible, data for those results do not have to be collected and reported.'

1. Common output indicators related to operations targeting people:

Common output indicators for participants

The common output indicators for participants are[2]:

  • unemployed, including long-term unemployed*,
  • long-term unemployed*,
  • inactive*,
  • employed, including self-employed*,
  • below 30 years of age *,
  • above 54 years of age*,
  • with lower secondary education or less (ISCED[3] 0-2)*,
  • with upper secondary (ISCED 3) or post-secondary education (ISCED 4)*,
  • with tertiary education (ISCED 5 to 8)*.

The total number of participants should be calculated automatically on the basis of the common output indicators related to employment status.

Questions for gender equality indicators

  • What are the underlying causes of women’s and men’s employment statuses?
  • In all Member States the employment statuses of women and men differ; why is this the case in the Member State concerned?
  • What are specific root causes of inequalities in the labour market?
  • What are the proportion of women and men in the targeted sectors and groups?

Examples of indicators

  • Average spending on measures for women in comparison with men
  • Types of employment among women in comparison with men
  • The above disaggregated between women and men with/without children
  • Disaggregate these indicators by women and men single parents
  • Satisfaction of women and men participants
  • Share of spending on explicit gender equality measures

Other common output indicators

If data for these indicators is not collected from data registers, values on these indicators can be determined based on informed estimates by the beneficiary.

  • participants with disabilities**,
  • third country nationals*,
  • participants with a foreign background*,
  • minorities (including marginalised communities such as the Roma)**,
  • homeless or affected by housing exclusion*,
  • participants from rural areas*.

Questions for gender equality indicators

  • Are there differences between women and men within these groups? Why?
  • How can these differences be addressed?

Examples of indicators

  • Women and men participants with children
  • Women and men participants who are single parents
  • Average spending per women and men participants
  • Satisfaction of women and men participants
  • Share of spending on explicit gender equality measures

2. Common output indicators for entities are:

  • number of supported public administrations or public services at national, regional or local level,
  • number of supported micro-, small- and medium-sized enterprises (including cooperative enterprises, social enterprises).

Questions for gender equality indicators

  • Is there a difference in the support obtained by female-owned and male-owned micro-,enterprises, SMEs (including cooperative enterprises and social enterprises)? Why?
  • Do we want to promote a different situation?

Examples of indicators

  • Type of support obtained by female-owned and male-owned micro enterpises, SMEs (including cooperative enterprises and social enterprises)
  • Average spending per female-owned and male-owned enterprise
  • Satisfaction of women and men beneficiaries
  • Share of spending on explicit gender equality measures

3. The common immediate result indicators for participants are:

  • participants engaged in job searching upon leaving*,
  • participants in education or training upon leaving*,
  • participants gaining a qualification upon leaving*,
  • participants in employment, including self-employment, upon leaving*.

Questions for gender equality indicators

  • Is there a difference between women and men within these groups? Why?
  • Do we want to promote a different situation?

Examples of indicators

  • Types of jobs sought by women compared with men
  • Types of qualification upon leaving among women and men
  • Types of employment and self-employment among women and men

4. Common longer-term result indicators for participants:

  • participants in employment, including self-employment, six months after leaving*,
  • participants with an improved labour market situation six months after leaving*.

As a minimum requirement, such data should be collected based on a representative sample of participants within each specific objective. Internal validity of the sample should be ensured in such a way that the data can be generalised at the level of the specific objective

Questions for gender equality indicators

  • Is there a difference between women and men within these groups? Why?

Examples of indicators

  • Types of employment among women compared with men
  • Average wages among women and men
  • Indicators related to job quality for women and men
  • Perception of women and men beneficiaries about their labour market situation (i.e. whether it has improved or not)

Common indicators for ESF+ support to address material deprivation

1. Output indicators

(a) Total monetary value of distributed food and goods:

total value of food support

  • total monetary value of food for children
  • total monetary value of food for the homeless
  • total monetary value of food for other target groups

total value of goods distributed

  • total monetary value of goods for children
  • total monetary value of goods for the homeless
  • total monetary value of goods for other target groups

Questions for gender equality indicators

  • Is there a difference in the total monetary value of food that reaches women/girls and that reaches men/boys within these specific groups?
  • Is an assessment available of the situation of different groups of women and men and their specific needs?
  • Do the goods provided address the different preferences and needs of women and men?
  • Are women’s particular needs related to reproductive health addressed?

Examples of indicators

  • Total monetary value of goods provided to meet women’s reproductive health needs (e.g. tampons)
  • Average monetary value/spending on women and men in terms of distributed food and goods
  • Satisfaction of women and men beneficiaries with the food and goods distributed

(b) Total quantity of food support distributed (tons), within which:

  • proportion of food for which only transport, distribution and storage were paid for by the programme (%)
  • proportion of the ESF+ co-financed food products in the total volume of food distributed the beneficiaries (%)

Questions for gender equality indicators

  • How are women’s and men’s different needs taken into account?
  • How are women and men involved in the distribution systems?
  • Who are the food suppliers? Are female-owned enterprises and women farmers' businesses among suppliers on an equal footing with their male counterparts?

Examples of indicators

  • Female- and male-owned businesses among suppliers
  • Proportion of food provided by female- and male-owned suppliers

3.  Common result indicators

Number of the end recipients receiving food support, including:

  • number of children below 18 years of age
  • number of youths 18-29 years of age
  • number of end recipients above 54 years of age
  • number of end recipients with disabilities
  • number of third country nationals
  • number of end recipients with a foreign background and minorities (including marginalised communities such as the Roma)
  • number of homeless end recipients or end recipients affected by housing exclusion

Number of end recipients receiving material support:

  • number of children below 18 years of age
  • number of youths 18-29 years of age
  • number of end recipients above 54 years of age
  • number of end recipients with disabilities
  • number of third country nationals
  • number of end recipients with a foreign background and minorities (including marginalised communities such as the Roma)
  • number of homeless end recipients or end recipients affected by housing exclusion

Questions for gender equality indicators

  • Are there differences in food support for women and for men?
  • Is there consideration of women’s and men’s different needs in terms of vitamins and food supplies throughout the life cycle?
  • Are women’s and men’s preferences regarding food supplies taken into account?
  • Are the potential differences in reaching women and men recipients considered?
  • Are assessments available on the different needs and preferences of women and men among the target groups?
  • Is there a difference in material support for women and for men?
  • Is there consideration of women’s and men’s different material support needs throughout the life cycle?
  • Is there consideration of how material support may or may not put women and men in situations that can endanger their lives? 

Examples of indicators

  • Satisfaction of women and men beneficiaries
  • Female- and male-owned businesses among suppliers

ESF+ indicators for the health strand[4]

Level of integrated work in the health sector, and the use of the programme’s results in national health policies:

  • Number of patients supported by European reference networks
  • Number of health technology joint clinical assessments
  • Number of best practices transferred
  • Degree of use of the programme’s results of the programme in national health policy, as measured by a ‘before and after’ questionnaire

Questions for gender equality indicators

  • Are there differences in how women and men patients are supported by European reference networks?
  • Do the disaggregated indicators show quantitative differences? If there are different numbers of women and men supported by European reference networks, how can this be explained?
  • Are more women than men accessing health technology joint clinical assessments?
  • Are best practices transferred, including descriptions of women’s and men’s health situations and their different health needs during the life cycle?
  • Are more results related to women or men used in national health policies? Why are the other results used less frequently?

Examples of indicators

  • Available gender-responsive assessment study on health technology
  • Questionnaire results disaggregated between women and men
  • Type of health issues addressed by the technology supported, including the different needs and health issues experienced by women and men
  • Results related to gender integrated into the development of health technologies and health policies 

Footnotes

[1] A person who does not identify as a woman or a man.

[2] Data reported under the indicators marked with * are personal data according to Article 4(1) of Regulation (EU) 2016/679. Data reported under the indicators marked with ** are a special category of data according to Article 9 of Regulation (EU) 2016/679.

[3] ISCED, International Standard Classification of Education.

[4] Please note that the health strand of the ESF+ is under direct management. It therefore does not follow the same rules as the main ESF+ strand in shared management.