Harmonized Gender and

Development Guidelines
(HGDG)

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 Objective of the Presentation
 Familiarize participants with the
objectives, principles, application 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

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 OUTLINE

1 What is the Harmonized Gender and

Development Guidelines (HGDG)?

2 Sectoral GAD Checklists of Program/Project

Design and Funding Facilities Checklists

3 Application Workshop

4 Program Implementation and Management, and

Monitoring and Evaluation (PIMME) Checklists

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 • A tool to ensure that programs and
projects undertaken by the
government in their various stages
are gender responsive.
What is
the HGDG? • 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
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 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

guide to enhance program documents, determine activities
that could be included in the next GAD plan and budget
and how much of the cost of major or flagship programs
can be attributed to the GAD Accomplishment Report.

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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 Implementation, Management, Monitoring and

Evaluation-Guidelines for the management, implementation and
monitoring and evaluation of projects funded under aid modalities

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1. Participation of women and
men in problem identification
2. Generation/use of SDD
3. Gender analysis to identify
gender issues
4. GAD in goals, objectives,
outcomes or outputs
5. Activities match identified
gender issues
6. Gender analysis of designed
project
7. Gender-sensitive M&E system
that would capture GAD results
8. Requirement of sex-
disaggregated database
9. Commitment of resources to
address the gender issues
10. Congruence of project GAD
agenda with that of
agency/LGU
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 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
(conditional issue/s and the strategies program/project may
4.0 – pass) and activities to address be attributed to the
7.9 these, and inclusion of the GAD budget
collection of sex-
disaggregated data in the
monitoring and evaluation
plan
Gender Proposal passing the GAD 50% of the budget for the year
8.0 – sensitive test of the program/project, may
14.9 be attributed to the GAD
budget
Gender- Proponent to be 75% of the budget for the year
15.0 –
responsive commended of the program/project may be
19.9 attributed to the GAD budget
Fully gender- Proponent to be 100% of the budget for the
20.0 responsive commended year of the program may be
attributed to the GAD budget
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Part II: Sectoral GAD
Checklists for
Program/Project Design

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 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, activity proposals,
etc.

Maximum points for Design Checklists: 20 pts

(Project Identification: 6 points + Project Design: 14
points) 10
HGDG sector specific checklists
1. Agriculture and Agrarian Reform
2. Natural Resource Management
3. Infrastructure
4. Private Sector Development
5. Education 18. Development Planning
6. Health
7. Housing and Settlement
8. Women in Areas of Armed Conflict
9. Justice
10. Information and Communication
19. DRRM
11. Microfinance
Technologies
12. Labor and Employment
13. Child Labor
14. Migration
15. Funding Facilities
16. Tourism
20. Energy
17. Fisheries
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
 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 7a & 7b may be used
Attributing the cost of a major or flagship program to
the GAD Plan and Budget based on the validated score

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Checklists for Funding
Facilities

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What is FIMME?

for programs that provide resources

to sub-projects to be submitted to a
lead agency

e.g. PAMANA, BUB, PCF

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 When to use the Funding
Facilities Checklists?
When designing and appraising the gender-
responsiveness of funding mechanisms and aid
modalities

The Funding Facilities Checklists consists of Box F1

(Checklist for Designing and Evaluating Facilities) and
Box F2 (FIMME)

For projects that will be submitted to the Facility or

trust fund, the sector-specific GAD checklists shall
apply 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);

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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).

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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)

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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)

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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)

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 How to Accomplish the
HGDG and Application to
GAD Planning and Budgeting

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 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.

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

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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.

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 Workshop
1. Let’s divide into 5 groups according to Sector.
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
 Recommendations to improve project ID and design
5. Share the results of your discussion in the plenary
6. Discussion
7. Presentation per group
 Cases for the Workshop
CASE TITLE HGDG CHECKLIST TO BE USED

Construction of the Concrete Drainage System Infrastructure Checklist (Box 10)

(LGU)
Capital Assistance in the Acquisition of a Pump Generic Checklist (Box 7a)
Boat as Water Transport Carrier for Sag Island
(LGU)
Shared Services Facilities (NGA) Generic Checklist (Box 7a & b)

Balik Pinas! Balik Hanapbuhay! (NHA) Labor and Employment Checklist

(Box 21)
National Malaria Health Program (NGA) Health Sector Checklist (Box 13)

Tip for the group discussion:

If the information is not found in the project
document, do not assume. 28
Part IV: Program and Project
Implementation and
Management, and
Monitoring and Evaluation
(PIMME) (Boxes 16 and 17)

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What is PIMME?

Set of guidelines to assess gender-

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

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 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

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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

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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

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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

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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

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 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)
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 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
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 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

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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

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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

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41
 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

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 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
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 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 Accomplishment Report

 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

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

ATTRIBUTED PROGRAMS
Balik Pinas! Php 9.84 Million GAA DOLE-
Balik (50% of 19.68 National
Hanapbuhay! million) Reintegration
Program Center for
OFWs
(HGDG
(NRCO)
rating: 50%
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 Pinas! Php 14.76 GAA NCRPO
Balik Million
Hanapbuhay!
Program (75% of 19.68
million)
(HGDG
rating: 75%
or Gender-
Responsive)
 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: edo@pcw.gov.ph, exec.dir@pcw.gov.ph, tsd@pcw.gov.ph
Website: www.pcw.gov.ph
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