Gender Aspects in R&I Horizon Stephanie Rammel Gender Expert in H2020 and ERA FFG - Austrian Research Promotion Agency

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1 Gender Aspects in R&I Horizon 2020 Stephanie Rammel Gender Expert in H2020 and ERA FFG - Austrian Research Promotion Agency

2 This presentation is about Horizon 2020: where are gender aspects relevant for proposals and projects? Workprogrammes: Gender-relevant flagged topics in Horizon 2020 Science with and for Society in Horizon 2020: Gender-Equality Calls short examples from Austria: Funding Programmes fostering Gender-Equality in Research 1

3 GENDER IN HORIZON 2020 Where are Gender-aspects relevant in Horizon 2020? Developments of Workprogrammes Implementation Monitoring Evaluation 3 Objectives of EC concerning gender equality in Horizon 2020: Gender Balance in Research Teams at all levels (in funded projects) Gender balance in decision-making: 40 % quota in H2020 related panels & groups (50% Advisory Groups working for EC on H2020 programmes) Integrating gender / sex analysis in R & I content 2

4 GENDER IN HORIZON 2020 LEGAL BASIS Legal basis: Horizon 2020 Regulation (Art.14, 16, 31, 32) Rules for participation (Art. 13, 18, 40) Specific programme 3

5 GENDER IN HORIZON 2020 Implementation of Gender Equality at each stage of the research cycle: 1. Advisory Groups 2. Work Programme - General Introduction 3. Proposal Template 4. Evaluators 5. Evaluation process 6. Grant Agreement 7. Monitoring 4

6 Implementation of Gender Equality at each stage of the research cycle: 1. Advisory Groups: Equal Balance in composition of groups (50 % target) At least one expert with gender expertise in each group Meetings of these experts with gender expertise in ad hoc formation 2. Work Programme - General Introduction: Gender Balance in Research Teams: applicants are encouraged to ensure a balanced participation of men and women at all levels in R&I teams and in management structures. Topics with explicit Gender dimensions in participant portal quick finder or key word search 5

7 Implementation of Gender Equality at each stage of the research cycle: 3. Proposal Template : Under Technical Annex, 1. Excellence - Concept and methodology : Where relevant, describe how sex and /or gender analysis is taken into account in the project s content Sex analysis: refers to biological characteristics Gender analysis: refers to social and cultural factors Sex and Gender often need to be seen as interrelated. Both or either of the two can be relevant in STEMM fields as well as in Social Sciences and Humanities. For guidance on methods of sex / gender analysis and the issues to be taken into account, please refer to: 6

8 Implementation of Gender Equality at each stage of the research cycle: 3. Proposal Template (cont.): Under Technical Annex, Section 4 Members of consortium : Participants (applicants) : curriculum vitae or description of the profile of the persons, including their gender. 7

9 Implementation of Gender Equality at each stage of the research cycle: 4. Evaluation: composition of panels: 40 % Quota for underrepresented sex, taking into account the situation in the specific field Experts with background and professional experience in Gender Research expertise can be documented in experts database Gender in R&I content as part of briefing for Evaluators. 8

10 Implementation of Gender Equality at each stage of the research cycle: 5. Evaluation process: flagged topics: evaluators check how sex / gender analysis is taken into account in the projects content non-flagged topics: if gender issues have been developed in proposal, evaluators deal with them like with all other parts Gender balance in research teams comes into play as a ranking factor to prioritise ex aequo proposals looks at personnel named in proposal as responsible for carrying out the research and / or innovation activities. Details on ranking factors: r/h2020-hi-guide-gender_en.pdf#page=10 9

11 Implementation of Gender Equality at each stage of the research cycle: 6. Grant Agreement: best effort obligation - beneficiaries must aim at balanced participation of women and men in research teams and ensure gender balance among the individuals responsible for the (project) work Examples: transparent recruiting, advancement processes, wage classification and grading of jobs, 10

12 Implementation of Gender Equality at each stage of the research cycle: 7. Monitoring: EC: Monitoring of the implementation of gender as a cross-cutting issue at various stages in the funding process Specific Performing Indicators for H2020, from 2016 onwards collected on annual basis: o Inclusion of Gender in the content of research: numbers of projects including gender analysis in the context of research: products, instruments, methods, technologies, prototypes o Workforce statistics by gender (number in FTE and gender of projects' staff), technicians, administrative staff (including legal); 11

13 Implementation of Gender Equality at each stage of the research cycle: 7. Monitoring (cont.): Indicators on annual basis: % of women MSC Fellows (collection started 2015) % of women as ERC principle investigators (collection started 2015) % of women in advisory groups, expert groups, evaluation groups and panels (collection started 2014) % of projects with gender dimension in the project design (collection started 2015) 12

14 TRAINING ON GENDER in H2020-Projects: New: costs for gender training can be eligible costs: The aim is to help researchers to further develop and share gender expertise in relation to the funded project. see Annex Work Programme 13

15 Gender in H2020: Workprogrammes Horizon 2020: where are gender aspects relevant for proposals and projects? Workprogrammes: Gender-relevant flagged topics in Horizon 2020 Science with and for Society in Horizon 2020: Gender-Equality Calls short examples from Austria: Funding Programmes fostering Gender-Equality in Research 14

16 Gender-relevant flagged topics H2020 Participant Portal Funding Opportunities Search Topics: Quick finder for topics linked to H2020 cross-cutting priorities: GENDER: An in-depth understanding of men and women's needs, behaviours and attitudes contributes to improve the scientific quality and societal relevance of the produced knowledge, technology and/or innovation. It also leads to produce goods and services better suited to potential markets. Applicants are encouraged to develop a gender dimension in their projects whenever relevant. A topic is considered gender relevant when it concerns individuals of groups of persons and/or when its findings may affect individuals or groups. 15

17 Work Programmes EXCELLENT SCIENCE WP Topics in Topics with WP Gender wording 2 Future and Emerging Technologies European Research Infrasturctures( including e-infrastructures) 15 2 INDUSTRIAL LEADERSHIP 5 Leadership in enabling and industrial technologies Access to Risk Finance Innovation in SME's 21 0 SOCIETAL CHALLENGES 8 Health, demographic change and well-being Food security, agri, water research and the bioeconomy Secure, clean and efficient energy( incl.smart cities) Smart, green and integrated transport Climate action, environment, resource efficiency and raw materials Europe in a changing world-inclusive, innovative and reflective Societies Secure societies - Protecting freedom and security of Europe and its citizens Spreading excellence and widening participation 5 0 CC Cross-cutting activities Science with and for Society TOTAL SCREENED

18 Gender in H2020: GE Calls Horizon 2020: where are gender aspects relevant for proposals and projects? Workprogrammes: Gender-relevant flagged topics in Horizon 2020 Science with and for Society in Horizon 2020: Gender-Equality Calls short examples from Austria: Research Funding Programmes fostering Gender-Equality in Research 17

19 Gender equality in H2020 calls Science with and for society Topic SWAFS Promoting GE in H2020 and the ERA Funding scheme ERA-NET- Cofund min-max / project Budget 5,0 5,0 SWAFS Support to research organisations to implement gender equality plans CSA 1,5 2,0 3,9 SWAFS Networking of national representatives and resources centres on gender in R&I CSA 1,95 1,95 SWAFS Support to research organisations to implement gender equality plans CSA 1,5 2,0 6,1 SWAFS European community of practice to support institutional change CSA 3,0 3,0 DEADLINES: 2016: :

20 Gender equality calls in Science with and for society SWAFS Promoting Gender Equality in H2020 and the ERA ERA-NET Cofund targeting R&I programme owners and managers Mapping and analysis national programmes & initiatives Development of common indicators Identify priority activities for strategic transnational cooperation Follow-up of GenderNET: SWAFS Support to research organisations to implement gender equality plans Contribute to implement the ERA objectives on Gender through Gender Equality Plans (GEPs) in Research Performing Organisations (RPOs) and Research Funding Organisations (RFOs) Conduct impact assessment / audit of procedures and practices in order to identify gender bias at organisational level; implement innovative strategies to address gender bias. Set targets, monitor progress via indicators at organisational level. 19

21 Gender equality calls in Science with and for society SWAFS Networking of national representatives and resources centres on gender in R&I Networking of national representatives for EU MS and AC in support of the implementation of the ERA Roadmap National representatives shall be officially appointed by the relevant national authorities (appointment letters) Liaise with the Helsinki group in GE in R&I Expected impact: better coordination of MS efforts, better synergy between national and EUlevel (H2020) SWAFS European community of practice to support institutional change Support implementation of gender equality plans in research organisations with exchange of practice and knowledge and cooperation between gender-in-science infrastructures, centres or departments The proposals shall undertake an assessment of the needs of the less advanced institutions and countries Expected Impact: Increase gender expertise across Europe, increased engagement on institutional change 20

22 Two Austrian examples on Gender Equality in R&I Funding Horizon 2020: where are gender aspects relevant for proposals and projects? Workprogrammes: Gender-relevant flagged topics in Horizon 2020 Science with and for Society in Horizon 2020: Gender-Equality Calls short examples from Austria: Funding Programmes fostering Gender-Equality in Research 21

23 Supporting gender equality in R & I national funding programmes in Austria FEMtech programme A programme on human resources in the field of applied research: - Database of female experts, mostly on STEM fields. Most comprehensive database of Austrian female research experts - regular FEMtech networking meetings, including informal exchange - gender sensitive data, studies and publications on Gender Equality, - funding of services e.g. on Gender Equality for SMEs; providing working experience for female students; supporting the integration of gender dimensions in research projects The Programme is funded through the Austrian Federal Ministry for Transport, Innovation and Technology. 22

24 Supporting gender equality in R & I national funding programmes in Austria Programme w-fforte - competent women in business and technology contributing to equal opportunities in scientific and technological fields of work -> Laura Bassi Centres of Expertise currently 7 research centres in natural sciences and technology led by female scientists. Long term funding of up to seven years, max. amount of funding approx. 320,000 per year per centre. Fields of research: medicine, life sciences and IT. This impetus programme makes women in top positions visible, but also works towards new research cultures in research close to industry, without structural obstacles to careers for men and women. w-fforte is funded through the Austrian Federal Ministry of Science, Research and Economy. 23

25 Links Fact Sheet: Gender Equality in Horizon 2020: 2.pdf Gender Vademecum Document (European Commission) on Horizon 2020: GenPort Gender Toolkit Gendered Innovations (Stanford University and EC) German Version of Gendered Innovations: Geschlecht und Innovation (Brigitte Ratzer, TU-Wien) COST Action GenderSTE FFG Austrian Research Promotion Agency 24