Gender Budgeting

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Who is this toolkit for?
What is gender budgeting?
- Introducing gender budgeting
- Gender budgeting in women’s and men’s lived realities
- What does gender budgeting involve in practice?
- Gender budgeting in the EU Funds
  - Gender budgeting as a way of complying with EU legal requirements
  - Gender budgeting as a way of promoting accountability and transparency
  - Gender budgeting as a way of increasing participation in budget processes
  - Gender budgeting as a way of advancing gender equality
Why is gender budgeting important in the EU Funds?
- Three reasons why gender budgeting is crucial in the EU Funds
How can we apply gender budgeting in the EU Funds? Practical tools and Member State examples
- Tool 1: Connecting the EU Funds with the EU’s regulatory framework on gender equality
  - Legislative and regulatory basis for EU policies on gender equality
  - Concrete requirements for considering gender equality within the EU Funds
  - EU Funds’ enabling conditions
  - Additional resources
- Tool 2: Analysing gender inequalities and gender needs at the national and sub-national levels
  - Steps to assess and analyse gender inequalities and needs
  - Step 1. Collect information and disaggregated data on the target group
  - Step 2. Identify existing gender inequalities and their underlying causes
  - Step 3. Consult directly with the target groups
  - Step 4. Draw conclusions
  - Additional resources
- Tool 3: Operationalising gender equality in policy objectives and specific objectives/measures
  - Steps for operationalising gender equality in Partnership Agreements and Operational Programmes
  - General guidance on operationalising gender equality when developing policy objectives, specific objectives and measures
  - Checklist for putting the horizontal principle of gender equality into practice in Partnership Agreements
  - Checklist for putting the horizontal principle of gender equality into practice in Operational Programmes
  - Examples of integrating gender equality as a horizontal principle in policy objectives and specific objectives
- Tool 4: Coordination and complementarities between the EU Funds to advance work-life balance
  - Steps for enhancing coordination and complementarities between the funds
  - Step 1. Alignment with the EU’s strategic engagement goals for gender equality and national gender equality goals
  - Steps 2 and 3. Identifying and developing possible work-life balance interventions
  - Step 4. Following-up through the use of indicators within M&E systems
  - Fictional case study 1: reconciling paid work and childcare
  - Fictional case study 2: reconciling shift work and childcare
  - Fictional case study 3: balancing care for oneself and others
  - Fictional case study 4: reconciling care for children and older persons with shift work
  - Additional resources
- Tool 5: Defining partnerships and multi-level governance
  - Steps for defining partnerships and multi-level governance
  - Additional resources
- Tool 6: Developing quantitative and qualitative indicators for advancing gender equality
  - Steps to develop quantitative and qualitative indicators
  - ERDF and Cohesion Fund
  - ESF+
  - EMFF
  - Additional resources
- Tool 7: Defining gender-sensitive project selection criteria
  - Steps to support gender-sensitive project development and selection
  - Checklist to guide the preparation of calls for project proposals
  - Checklist for project selection criteria
  - Supplementary tool 7.a: Gender-responsive agreements with project implementers
- Tool 8: Tracking resource allocations for gender equality in the EU Funds
  - Ensuring gender relevance in EU Funds
  - The tracking system
  - Steps for tracking resource allocations on gender equality
  - Step 1: Ex ante approach
  - Step 2: Ex post approach
  - Examples of Step 2a
  - Annex 1: Ex ante assignment of intervention fields to the gender equality dimension codes
  - Annex 2: The EU’s gender equality legal and policy framework
- Tool 9: Mainstreaming gender equality in project design
  - Steps to mainstream gender equality in project design
  - Step 1. Alignment with partnership agreements’ and Operational Programmes’ gender objectives and indicators
  - Step 2. Project development and application
  - Step 3. Project implementation
  - Step 4. Project assessment
- Tool 10: Integrating a gender perspective in monitoring and evaluation processes
  - Steps to integrate a gender perspective in M&E processes
  - Additional resources
- Tool 11: Reporting on resource spending for gender equality in the EU Funds
  - Tracking expenditures for gender equality
  - Additional resources
Resources
- References
- Abbreviations
- Acknowledgements

News

23 March 2022

A tool to track resource allocation for gender equality in the EU cohesion policy funds (Tool 8) has been added to this step-by-step toolkit. It comes with a downloadable excel file to support Member States in calculating their expenditures for gender equality.

Download

Factsheet: Toolkit for gender budgeting in the EU FundsEN (462 Kb)

Advancing work–life balance with EU Funds. A model for integrated gender-responsive interventionsEN (1.88 MB)

Factsheet: Advancing work–life balance with the EU FundsEN (764 Kb)

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