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03/10/2017
1
Training for NCPs in H2020
09/10/2016 Center of International ProjectsChișinău, Moldova
Gender Aspects in Horizon 2020
The Brussels Enterprise Agency NCP Academy – Partner
© the Brussels Enterprise Agency – 2017 1
NCP Academy helps NCPs…
• Through a new and integrated high quality training of Horizon 2020 advisors, including training courses on cross-cutting aspectsBoth on-site and webinars
• By bringing together NCP Coordinators and NCPs for Legal & Financial aspects of H2020 to share knowledge and best practices
• Therefore contributing to • further professionalisation of NCP services across Europe
• simplify access to H2020 calls
© the Brussels Enterprise Agency 2017 2
This project has received funding from the European Union’s Horizon 2020 research and innovation programmewww.ncpacademy.eu
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Who am I to talk about this ?
© the Brussels Enterprise Agency 2017
How I contribute to this training
Legal & Financial NCP, member of expert group (Common Legal Services)Previously NCP Coordinator, PC member (Climate & Energy)-
A second affiliation
President of Belgian Women in Science association: aim to achieving equal participation of women and men, diversity
promotes scientific excellence
www.bewise.be events, mentoring and projects in French, Dutch & English
© the Brussels Enterprise Agency 2016
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What will we achieve today
• Understand the context
• Know the legal requirements
• Identify gender-flagged topics
• The added value of gendered research and innovation
• Tips and tools to write a gender-conscious proposal
© the Brussels Enterprise Agency 2016 6
What am I talking about
Sex refers to biological qualities characteristic of women and men. Classification of living things as male, female and inter-sexed
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Gender, a socio-cultural process, refers to cultural and social attitudes that together shape and sanction "feminine" and "masculine" behaviors, products, technologies, environments, and knowledge
© the Brussels Enterprise Agency 2016
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Sex or gender analysis ?
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“Sex Differences in Drivers’ Needs” : biological differences between women and men that are important in automotive design (ex women’s potential to be pregnant/seatbelts, differences overall weight/airbags)
“Gender Differences in Drivers’ Needs” how women and men use vehicles differently because of gender relations (ex women typically perform more childcare → more likely to transport children in vehicles)
© the Brussels Enterprise Agency 2016
Sex and gender factors interact
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• An observed difference between men and women rarely involves only sex and not gender
• Gender rarely operates outside of the context of sex
Osteoporosis risk is not only related to biological sex but may also result in part from gendered behaviours (diet, sun exposure, weight-bearing exercise)
© the Brussels Enterprise Agency 2016
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Embrace complexity
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The nature of interactions between gender and sex varies depending on the research question and other factors (socioeconomic status, geographic location, lifestyle…)
© the Brussels Enterprise Agency 2016
In some cultures, differences in rates of education between boys and girls are influenced by biological sex differences (lack clean latrines at puberty)
An enriched analysis
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• How agricultural workers are exposed to chemicals: sex + socioeconomics + gendered division of labour + geographical location interact in determining this
• Potential effects of environmental chemicals on human reproductive health have been studied mainly in men
• New research field: design experiments to close the knowledge gap
© the Brussels Enterprise Agency 2016
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Overcome reluctancy
Your client may find this
Embarrassing
Annoying
Pointless
Difficult
New
Inappropriate
For feminists only
Anecdotic…
© the Brussels Enterprise Agency 2016 13
Address the case
and give them at
least 5 reasons
to be interested
Increase gender
knowledge
Increase gender
balance in Institutions
Increase gender
balance in research
teams
Currently: increase women's participation at all levels
© the Brussels Enterprise Agency 2016
Strategic Approaches in H2020
Promote gender equality in decision-taking
Stimulate excellence in science and technology by
integrating sex and gender analysis into
research
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© the Brussels Enterprise Agency 2016
Gender balance: not new
• 1999 (sic!) FP5European Commission commits to develop a coherent approach towards promoting women in research financed by the European Union
• Aim: achieve at least a 40% representation of women in Marie Curie fellowships, Advisory Groups, Assessment Panels and Monitoring Panels of FP5
Limited evolution since
© the Brussels Enterprise Agency 2016
• Target 40% for all groups, panels, committees and projects• Target, not compulsory, not quota
Between 2000 and 2013
FP6 starts FP7 ends
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• Overall participants 26,95% women in funded projects
• Contact persons for scientific aspects 21%
• Fellow of Marie Curie actions 36,5%
• ERC grant holders 25% Starting & 13% Advanced
• ERC panels members 31% Starting & 25% Advanced
• Registered evaluation experts 40,5%
• 14 Thematic advisory groups 33%
• Programme Committees members 38%
• ERC Scientific Council 32%
• European Research Area Board 45,5%
Disparities
(thematic, seniority)
&
we are not there yet!
© the Brussels Enterprise Agency 2016
Actual figures FP7
• Promotion of gender equality in research and innovation
• Gender balance in research teams at all levels
• Aim: achieve at least a 40% representation of the under-represented in each group and panel, 50% in advisory groups
• Each group includes at least one expert with gender expertise, all gender experts meet regularly(self-learning mechanism)
© the Brussels Enterprise Agency 2016
H2020 fine-tuning
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Gender dimension in funded projects (non flagged topics)
© the Brussels Enterprise Agency 2016
H2020 monitoring - 1
Gender dimension in funded projects (flagged topics)
Serious room for improvement for proposers, evaluators & the EC/Agencies
© the Brussels Enterprise Agency 2016
H2020 monitoring - 2
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H2020 Monitoring Report 2014
21 © the Brussels Enterprise Agency 2016
4 indicators defined
• % women participants in projects
• % women project coordinators
• % women in advisory groups, experts groups, evaluation panels, experts, etc
• % projects taking into account gender dimension in R&I content
Only 1 set of data currently available
• Explain why gender matters in your area (added value creativity, excellence, return on investment)
• Make it explicit• Build on existing knowledge on gender and indicate
which new gender aspects should be explored• Gender implies a multi-disciplinary approach• Include gender in the impact statement (impact boys
& girls, women & men, gender relations, socio-economic positions, status women & men…)
© the Brussels Enterprise Agency 2016
Recommendations
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Topics with a gender wording
© the Brussels Enterprise Agency 2016 23
Work programmes 2016-2017 Topics in WPTopics with gender
wording
EXCELLENT SCIENCE
Future and emerging technologies 11 2
European Research Infrastructures (including e-infrastructures) 15 2
INDUSTRIAL LEADERSHIP
Leadership in eanbling and industrial technologies 113 14
Access to Risk Finance 1 1
Innovation in SMEs 21 0
SOCIETAL CHALLENGES
Health, demographic change and well-being 37 21
Food security, agriculture, water research and the bioeconomy 83 13
Secure, clean and efficient energy (incl. samrt cities) 61 5
Smart, green and integrated transport 55 14
Climate action, environment, resource efficiency and raw materials 29 2
Europe in a changing world - inclusive, innovatibe and reflective societies 39 14
Secure societies - Protecting freedom and security of Europe and its citizens 30 4
Spreading excellence and widening participation 5 0
Cross-cutting activities 43 4
Science with a for society 25 12
TOTAL SCREENED 568 108
19% topics includegender wording
Climate topic with gender
• SC5-06-2016-2017 pathway toward decarbonisation / managing technology transition“Implications of deep decarbonisation on various social groups (including gender aspects)”
• Possibly: reliance on domestic renewable energy sources & women’s role in energy economies & behaviour changes
Great opportunity for multi-disciplinary research, true integration of social sciences and humanities (SSH)
© the Brussels Enterprise Agency 2016 24
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Topics promoting gender equality
© the Brussels Enterprise Agency 2016 25
funding min-max budget topic budget
Deadline 30/08/2016 scheme [mio €] [mio €]
SwafS-02-2016Promoting Gender equality in H2020 and the ERA
ERA-NET
Cofund 5.0 5.0
Swafs-03-2016 Support to research organisations to implement gender equality plans CSA 1.5-2.0 3.9
Swafs-19-2016
Networking of National representatives and resources centres on
Gender in R&I CSA 1.95 1.95
Deadline 30/08/2017
Swafs-03-2017 Support to research organisations to implement gender equality plans CSA 1.5-2.0 3.9
Swafs-08-2017 European Community of Practice to support institutional change CSA 3.0 3.0
• NCP Coordinators are responsible for gender equality issues and will help applicants/direct them to useful resources
• Consult and ask your NCP Coordinator !
© the Brussels Enterprise Agency 2016
H2020 specific emphasis
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• Gender awareness training can be an eligible activity of projectsSpecific gender studies tooFollow usual rules i.e. in connection with the action, necessary for the action, foreseen in budget, actually incurred during action
• Include this it at proposal stage if relevant !
© the Brussels Enterprise Agency 2016
H2020 specific emphasis
Tips for proposers
• Check if gender dimension is mentioned in topic
http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/ftags/gender.html#c,topics=flags/s/Gender/1/1&+callDeadlin
If mentioned, it MUST be addressed
© the Brussels Enterprise Agency 2016 28
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Tips for proposers
• Read the WP Introduction for hints
© the Brussels Enterprise Agency 2016 29
Tips for proposers
• Get thematic advice and ideas from the Advisory Group on Gender
http://ec.europa.eu/transparency/regexpert/index.cfm?do=groupDetail.groupDetailDoc&id=18892&no=1
© the Brussels Enterprise Agency 2016 30
• Climate: consider gendered social roles, communication practices, power issues - Raw materials: attitudes toward recycling
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Internet of things / emergency mobile assistance for elderly :
Device not only in pockets (men) but also in purse (women)
© the Brussels Enterprise Agency 2016
The ultimate counter-example
www.ncpbrussels.be www.bewise.be © BeWiSe & impulse.brussels
Beware : legal constraint
Submitting a proposal means that Partners accept and will comply with gender-related requirements defined by the EC
© the Brussels Enterprise Agency 2016
Why bother ? No choice
Horizon 2020 research and innovation programme
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Best efforts obligation + Risk of grant reduction
If balanced participation is not achieved in the project team despite active efforts : explain whyin first and final technical reports
© the Brussels Enterprise Agency 2016
Legal Requirements from the Grant Agreement
Check the annotated Grant Agreement
Ask your Legal & Financial NCP / NCP Coordinator for a refresh
© the Brussels Enterprise Agency 2016
Concrete measures
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Employers and/or funders should aim for a representative gender balance at all levels of staffEqual opportunity policy at all careers stages without taking precedence over quality and competence criteriaTo ensure equal treatment, selection and evaluation committees should have an adequate gender balance
Selection panels/committees should bring together diverse expertise and competences and have an adequate gender balance
Career breaks or variations in the chronological order of CVs should not be penalised
© the Brussels Enterprise Agency 2016
Other legal requirement
Best efforts obligation + Risk of grant reduction
Remind your organisation
Keep documentation on measures taken
Suggestions for all Partners
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The value of gendered innovation
• Add value to research and engineering by ensuringexcellence and quality in outcomes and by enhancingsustainability
• Add value to society by making research more responsive to social needs
• Add value to business by developing new ideas, patents, technologyConsider both women and men as end users / customers
© the Brussels Enterprise Agency 2016 37
Source: Schiebinger, L., Klinge, I., Sánchez de Madariaga, I., Schraudner, M., and Stefanick, M. (Eds.)
(2011-2013). Gendered Innovations in Science, Health & Medicine, Engineering, and Environment
(genderedinnovations.stanford.edu).
At all stages
© the Brussels Enterprise Agency 2016 38
Policy makers, funding agencies, technology transfer bodies, start-ups, SMEs…
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Example Health/Biomedical
Including female animals in studies that affect both sexes can generate new knowledge (ex traumatic brain injury → hormonal regulation of immune system → treatment auto-immune diseases)
© the Brussels Enterprise Agency 2016 39
Example Transport/Mobility
Innovative way to research public transportation (fine-tuning data gathering/statistics, doing gender analysis based on new concepts such as “trip chaining” → provide more suitable public transportation for women
© the Brussels Enterprise Agency 2016 40
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Example Engineering
Modelling women’s & men’s thoraxes to obtain anthropometric data → develop and sell specific tests
© the Brussels Enterprise Agency 2016 41
Envisage women & men as end-users with various needs/characteristics
Administrative part - Section 4 : gender balance in team
Technical annex – Excellence : gender research dimension
© the Brussels Enterprise Agency 2016
At proposal stage
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How evaluators handle ex aequo proposals
1st• Proposals addressing topics not covered by more highly ranked proposals
Then• Excellence
(for Innovation Actions & SME instrument: Impact before Excellence)
Then• Impact
Then• Size of budget reserved for SME
Then• Gender balance amongst the personnel named in the proposal
Then• Other criteria to be considered if needed
© the Brussels Enterprise Agency 2016
Gender and evaluation
http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/gender/h2020-hi-guide-gender_en.pdf#page=10
Gender aspects in H2020
http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/gender_en.htm
© impulse.brussels 201444
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An obligationto aim for
gender equality
© the Brussels Enterprise Agency 2016
All Proposers & Beneficiaries have
Ex-aequoproposals:
good gender balance
ranked higher
© the Brussels Enterprise Agency 2016
Extra incentive
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Contribute to gendered
innovation
© the Brussels Enterprise Agency 2016
Obvious for researchers
Contribute to gender
equality
© the Brussels Enterprise Agency 2016
Might be interested
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© the Brussels Enterprise Agency 2016
• your proposal could be ranked higher• gendered innovations can open new markets• diversity is a source of excellence• researchers are curious by nature…• last but not least: you have to comply with H2020
rules on gender
5 reasons to be interestedin gender aspects