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ANNEX 3. CASE STUDY: NATIONAL SURVEY OF RURAL HOUSEHOLDS (ENHR) AND FORMULATION OF GENDER-SENSITIVE POLICIES (COLOMBIA)


C1. Concepts used
C2. Relevance of the ENHR for gender-sensitive policies
C3. Conclusions

In 1993, the Bureau of Rural Women (OMR) of the Ministry of Agriculture of Colombia69 formulated a development policy for rural women.70 After reviewing the statistical tools of the National Statistics Bureau (DANE) and the various sector structures, it was decided that the rural household survey carried out every year since 199171 by DANE would be used to support this exercise. Only the National Survey of Rural Households (ENHR) supplied data on men and women, especially concerning employment, which was crucial to an understanding of rural women's status. Despite the gender gaps, the survey is unquestionably the most relevant, as no other statistical source in the country even touches on the question of gender.

69 This case study is based on the following documents: Colombia's presentation for the Workshop on Gender Statistics, 21 to 23 November 1995, Bogotá, by A. Suárez, Coordinator of the Household Survey, DANE; and Ministry of Agriculture and Rural Development. 1995. La Encuesta Nacional de Hogares Rurales y la Formulación de Políticas Públicas con perspectiva de género en Colombia, by P. Alfonse Luque M. of the Bureau of Rural Women. Santa Fé de Bogotá.

70 Política para el desarrollo de la Mujer Rural, document approved by the National Economic and Social Policy Council (CONAPES) in January 1994.

71 In 1993, only the results of the 1991 survey were available. The 1992 and 1993 surveys were still under review.

The ENHR, carried out every year since 1991,72 measures changing levels of employment, underemployment, unemployment and other labour force variables. It also collects data on socio-demographic aspects (sex, age, marital status, education, migration, etc.) and on such economic aspects as employment, unemployment, productive activities, income, access to services and quality of life.
72 The first was carried out in 1988.
The survey is divided into 11 chapters:
1. Identification data on housing and household;
2. General characteristics of all household members;
3. Education for persons aged five and over;
4. Work of children between the ages of six and nine years;
5. Fertility in women aged 15 to 45 years;
6. Labour force - persons aged ten and over;
7. Employed;
8. Unemployed;
9. Secondary activity during the reference week;
10. Productive activity of households;
11. Utilization and consumption of fuel sources.

C1. Concepts used

· Housing: separate and independent dwelling occupied or intended for occupation by a family or group of persons living together, or by one person living alone.

· Household: person or group of persons (related or not) occupying all or part of a dwelling and who make common provision for food and housing.

· Total population (TP): estimated from the results of the population census.

· Working-age population (WAP): persons aged ten and over.

· Economically active population (EAP) (also called labour force): all persons of working age or over who, during the reference week (the week prior to the survey), exercised or were seeking to exercise an activity in the production of goods and services. This category is divided into:

Employed: persons who, during the reference week, exercised a paid productive activity (goods and services) for at least one hour, or unpaid family workers who worked at least 15 hours. Also included were persons who did not work during the reference week but who had a job, or a business, or were generally linked to a production process.

- Underemployed: persons who were employed and would like to work more hours, because:
* they worked less than two-thirds of a legal workday;
* they consider their income insufficient to meet their current expenses;
* they deem their work unrelated to their profession or training.
- Unemployed: persons who tried within the reference week to exercise a paid productive activity (goods and services)
* Newly unemployed: persons without work who worked at least two successive weeks.
* First-time unemployed: persons seeking work for the first time.
Economically inactive population (EIP): persons of working age who are not participating in activities to produce goods and services because they do not need to, are unable to or are not interested. This includes students, homemakers, retired persons, persons with an independent income, disabled persons, persons who see no point in working and unpaid family workers working less than 15 hours per week.

C2. Relevance of the ENHR for gender-sensitive policies

The relevance of the ENHR is related to the reorientation of a survey for the purposes of gender-sensitive, scientifically oriented, development-minded planning, and not to a review of the structural and procedural aspects of application and systemization, such as statisticians or information systems experts might propose.

The survey's advantages are reviewed in the light of the concepts and operational arrangements it used. The following pages indicate the most significant statistical definitions in terms of their direct impact on gender issues. The main objective is to analyse the survey's definitions and procedures and to assess the impact of both from the gender standpoint

The ENHR is unquestionably one of the most gender-sensitive tools among the series of data sources now available in Colombia. Although not all of its components have been maximized, it could still serve as a springboard for a deeper understanding and enhanced knowledge of gender issues, producing more relevant statistics. Non only can certain variables be rearranged and approached in greater depth, certain factors hindering the gender perspective and allowing women to remain "invisible" can be eliminated.

IMPACT OF THE CONCEPTS AND OPERATIONAL METHODS USED BY ENHR FOR GENDER-SENSITIVE POLICIES

Concepts and operational methods used by ENHR

Impact

· The analytical unit is the household. The predominant economic activity of the head of household is reviewed in depth. The head is clearly distinguished from unpaid family workers. The so-called secondary activities of the latter are also considered. ·

· The household as analytical unit leads to restrictive conclusions. The fact that the head of the family has access to the resources and production factors that promote development does not imply that all members of the family benefit from them. The "household" classification hinders identification of individual differences in needs and expectations, blending the family unit into one entity. The role and activities of family helpers (often women), who are productive but unpaid, are seen as secondary and complementary to those of the head of the household. ·

· A detailed list is made of main activities of each person by: sex, income, time, workplace, medical insurance, etc. ·

· For this reason the relevance of secondary activities remains unknown. Women's reproductive and domestic roles are meshed and women are seen as being dependent on the head of the family. ·

· Secondary activities are not listed by individual, but rather reviewed in terms of how the results are used. ·

· The globalization of data on secondary activities makes it impossible to measure their importance in terms of the individual and how the household operates. ·

· Productive activities in the household are reviewed (livestock, crops, shops, crafts, income). The total number of persons participating in such activities is listed, but not the sex, age or relationship. ·

· This is also true of productive activities within the household. This chapter could contribute to the identification and measurement of the productive contribution of each member of the family, and not just its head. ·

· The economically active population is made up of persons who worked most of the time during the reference period, were paid for at least one hour's work, or worked without pay in a family enterprise. ·

· The conceptual division of main and secondary occupation obviously enables structural identification of the economically active population as distinct from the unemployed.

· The reference period is the week before the survey. ·

· During the reference period under review, persons without continuing work (often women) were listed as inactive, and busy with secondary activities such as crafts, livestock or shops.73 ·

· People not classified as economically active are re-interviewed to clarify their status. ·

· To classify a person as economically active or inactive the answer concerning work during the week prior to the survey must be verified. The explanatory options presented apply to persons with a permanent job, and not a seasonal activity or job. ·

· Employment is codified in line with a list of professions or jobs for the main occupation and with reference to tasks concerning agriculture, fisheries, livestock, etc. for secondary activities.

· The codification of the principal occupations, referring to employment, shows that the labour force is organized statistically in terms of urban professional categories that have little to do with the rural sector. Moreover, categories linked to secondary activities are not included even when they produce income.


Children's work (ages six to nine):
Question 13 - What work do you mainly do?

Labour force: for persons aged ten and over:

Secondary activity during the past week:

Question 19: Most of last week you were mainly:
· working (go to question 27);
· looking for work (continue);
· studying (continue);
· looking after the house (continue);
· receiving rental or other non-earned income (continue); ·
· retired, pensioner (continue);
· finished period of employment (continue);
· other (continue);
· disabled (go to question 56).

Question 20: In addition to the above, last week did you engage in paid work for at least one hour?
· yes (go to question 27);
· no (continue).

Question 21: Did you work in a family undertaking for 15 hours or more without being paid?
· yes (go to question 27);
· no (continue).

Question 22: Although you did not work last week, do you have a job or employment?
· yes (continue);
· no (go to question 24).

Question 23: Why were you not at work last week? ·
· weather problems;
· illness or accident;
· vacation, leave;
· repairs;
· on strike;
· Other.
(go to question 27)

Question 52: Last week did you look after animals, work in the kitchen garden, help in a business, shop, etc.?
· yes (continue);
· no (go to question 56).

Question 53: What was the first work you did?

Question 54: Where did you do this work?
· in your house or on the holding;
· at someone else's house or holding.

Question 55: Who did you do this work for?
· home consumption and sale;
· home consumption;
· sale;
· to make improvements.

Question 56: During the past month did you receive money from:
· your work;
· interests;
· rents;
· pension;
· financial assistance;
· other sources;
· none - no answer.
How much money did you receive?


Productive household activities:

Question 1: Does any member of the household have an orchard, parcel or holding on which to grow some product or rear animals?
· yes: (continue);
· no: (go to question 8);

Question 2: Who sows crops, or rears animals?

Question 3: What is the production for?
· home consumption and sale;
· sale;
· home consumption (go to question 5).

Question 4: What were the earnings from this sale?

Question 5: How many persons work in this orchard, parcel or holding?
- Total number:
- Number of household members:
- Number of non-household members:

Question 6: The land on this orchard, parcel or holding is: ·
· owned;
· rented;
· share-cropped;
· settled;
· other.

Question 7: How extensive is this land?
Area:
Unit of measurement:

Question 8: Does any member of the household have a store, basket-making, crafts or clothing shop or small-scale business, or sell food, vegetables, etc?
- Inside or outside the home (continue)
- In the home (continue)
- Outside the home
- No (go on to Chapter K)

Question 9: How much is earned from this activity?

Question 10: What is this business or production for?

Question 11: How many persons work in the business or production?
- Total number:
- Number of household members:
- Number of non-household members:

Employment codes, selected examples

Work codes, selected examples

01 Scientists, physicists, chemists and related
11 Accountants
21 Directors and executive staff
31 Administrators (civil service)
41 Own-business traders
51 Own-business managers (hotel, bar and similar personal services)
60 Administrators and heads of agricultural holdings
61 Farmers and herders (owners)
62 Agricultural workers
63 Forestry workers
64 Fishers, hunters and related
70 Teachers, supervisors and foremen
71 Miners, road workers, quarry workers, drillers and related
75 Spinners, weavers, dyers and related
79 Tailors, dressmakers, furriers, rug-makers and similar
90 Rubber and plastics workers 99 Unspecified labourer.

Gardening and grain-growing work
10 Land preparation and sowing including clearing, sowing
11 Crop work, including weeding
12 Harvest including sorting for sale, husking
Work in commercial farming
13 Harvesting yams, vegetables, potatoes (sale and/or consumption)
Livestock work
21 Helping to care for animals
24 Helping to care for pigs
26 Helping to rear goats
Mining work
33 Mineral extraction
Industrial work
41 Textile-related activities
44 Hide-processing activities
51 to 59 Construction work
61 to 69 Commerce
71 to 77 Transport
81 to 89 Services

C3. Conclusions

No statistical tool intended to produce an analytical result is neutral, be it a survey, census, case study or sample. It answers to and is the product of the development model established by policy. The ENHR reflects a rationale that operates in the economic sphere and focuses predominantly on production. Thus, despite an openness to gender issues, the study reflects a classic analytical pattern that is less successful when the focus is on integrated development, including human and social, as well as economic, aspects.

When the household is taken as the analytical unit, it is assumed that the head of the household meets the family's needs through his or her economic activity, which is identified as the head's main occupation. The head of the household may or may not be helped by other members of the family, who are responsible for activities defined as secondary occupations, which are equated with domestic chores. When this approach is followed, development programmes targeted essentially at economic growth approach the family through the head of household, based on the assumption that all members of the family will benefit. This is paralleled by social and community welfare action (health, food, population) targeted at other members of the family, and focusing on the reproductive function rather than on economic activities.

It is important to point out that this approach gives rise to a paradox. Economic growth is not necessarily synonymous with social betterment. Often, a rise in gross domestic product (GDP) or other similar per caput indicators goes hand-in-hand with social decline in the family and increased poverty.

None of the items reviewed by the ENHR (main and secondary occupations, economically active population, reference period, etc.) gave data on individual members of the household. The needs and expectations of individual members remained undifferentiated and, above all, the economic contributions of family helpers were not brought out, especially the contribution of women. Thus, despite the productive work performed by women, they are relegated to the status of "homemakers", where their work remains invisible, or else they are counted as economically inactive.

Taking gender issues into account does not necessarily imply a new methodology, it simply means incorporating another form of analysis - the gender perspective. A gender approach is essential for statistical tools that are intended to describe populations, identify social, cultural and economic diversity, define specific or differentiated strategies, and formulate equitable, sustainable policies.

The gender perspective considers that integrated development depends on the acknowledgement of family realities wherein each family member has his or her own role, concerns and interests. Each family member is identified as an individual, and not viewed solely with reference to their relationship with the head of the family. Each person's importance and value are recognized, as well as the ways in which their activities and functions mesh with the whole. This makes it easier to overcome the structural barriers that generate dependency and foster the cycle of poverty.

From this point of view, the concept of the production system fits perfectly with gender analysis. It acknowledges that rural family units are not dependent on a single economic activity, but rather a multitude of productive combinations. This concept gives a whole new dimension to the notion of the rural household, revealing the underlying social and economic dynamics.

An analysis of the situation of households, therefore, calls for instruments that can analyse the social as well as the economic aspects. The ENHR needs to be reoriented, to abandon the traditional image of the rural household and to deal with gender issues in greater depth. The incorporation of gender analysis and production systems is deemed an essential tool for identifying the diverse fabric of productive activities, employment, the economically active population and the social and economic tissue underlying the workings of the study unit, which is the rural household.

The design and conception of statistical tools should be founded on the basic assumption that all individuals - men, women, young people and old people - are taken into account, both singly and within the context in which they live. This will facilitate the efforts of development policies that are founded on statistics to foster equality, justice and sustainability.

ENHR NUMBER RESULTS IN 1988, 1991, 1992, 1993, 1994:

In 1994:

· The population totaled 14 037 802, of whom 7 153 376 were male (51 percent) and 6 878 426 female (49 percent).

· Economically active population totaled 71,5% of men and 28,5% of women

· 41,6% men were unemployed and 56,4%; of women were unemployed


From 1988 to 1994, the following developments were made:

· The rate of women's participation rose from 28.6 to 31.3 percent (Table 2).
· The rate of women's unemployment rose from 9.4 to 11.4 percent (Table. 2).
· The rate of women's employment rose from 25.9 to 27. 8 percent (Table 2).
· The inactive rate for women dropped from 71.4 to 68.75 percent (Table 2).
· The training rate for women exceeded that for men in secondary and higher education (Table 3).
· Women's income rose compared with men's (Table 4).

The following conclusions can be drawn:

® Women are increasingly present in the labour market, which explains the higher unemployment rate.
® Women have access to increasingly higher levels of schooling.
® Women's growing presence on the labour market can be linked to the need to boost household resources and put the investment in education to good use.
® The male-female income gap is still very high.


TABLE 1. Percentages of rural population in the labour force, by sex

Year and sex

Total population

EAP

EAP

Employed

Under-employed

EIP

Un-employed

Men

1988

50.5

50.1

73.7

75.0

78.7

22.3

46.1

1991

50.7

50.2

71.1

72.3

71.9

22.8

42.3

1992

51.2

50.7

72.2

73.6

72.9

24.7

42.0

1993

50.9

50.5

72.5

74.0

73.4

24.9

41.6

1994

51.0

50.6

71.5

73.3

72.2

25.6

41.6

Women

1988

49.5

49.9

26.3

25.0

21.3

77.7

53.9

1991

49.3

49.8

28.9

27.7

28.1

77.2

57.7

1992

48.8

49.3

27.8

26.4

27.1

75.3

58.0

1993

49.1

49.5

27.5

26.0

26.6

75.1

58.4

1994

49.0

49.4

28.5

26.7

27.8

74.4

58.4

Source: DANE National Survey of Rural Households, 1988, 1991, 1992, 1993 and 1994.
TABLE 2. Percentages of rural population in labour force by sex

Year and sex

Overall rate of participation (a)

Rate of inactivity (b)

Employment rate (c)

Under-employment rate (d)

Un- employment rate (e)

1988

54.2

45.8

51.7

15.7

4.6

1991

56.8

43.2

54.3

12.9

4.2

1992

54.7

45.3

52.4

12.9

4.4

1993

53.8

46.2

51.4

14.4

4.4

1994

54.4

45.6

51.4

14.0

4.5

Men

1988

79.6

20.4

77.3

16.8

2.9

1991

80.3

19.7

78.3

13.0

2.5

1992

78.0

22.0

76.0

13.1

2.5

1993

77.2

22.8

75.2

14.6

2.5

1994

76.9

23.1

74.4

14.2

3.2

Women

1988

28.6

71.4

25.9

12.7

9.4

1991

33.0

67.0

30.2

12.5

8.4

1992

30.9

69.1

28.1

12.6

9.1

1993

29.9

70.1

27.0

13.9

9.4

1994

31.3

68.7

27.8

13.7

11.4

Source: DANE National Survey of Rural Households, 1988, 1991, 1992, 1993 and 1994.

Notes:

(a) = the ratio of economically active population to working-age population. Expresses the pressure of population on the labour market.
(b) = the ratio of economically inactive to working-age population.
(c) = the ratio of employed persons to working-age population.
(d) = the ratio of underemployed to working-age population.
(e) = the ratio of people out of work to the working-age population.

TABLE 3. Percentage of population in employment, by education and sex

Year and sex

National total

None

Primary

Secondary

Higher

No response

Men

1991

100

15.1

64.0

19.1

1.5

0.2

1992

100

14.6

65.3

17.5

1.8

0.9

1993

100

14.8

64.1

18.9

1.6

0.6

1994

100

14.3

63.4

20.0

2.1

0.3

Women

1991

100

14.8

57.2

24.8

3.1

0.1

1922

100

12.4

55.5

27.7

3.8

0.7

1993

100

12.1

54.3

29.5

3.7

0.4

1994

100

11.3

54.2

29.1

4.9

0.4

Source: DANE National Survey of Rural Households, 1988, 1991, 1992, 1993 and 1994.
TABLE 4. Percentages of salaries for employed population in relation to the minimum wage

Year and sex

No resp.

None

< half

Half to < 1

1 to < 2

2 to < 3

3 to < 5

5 to < 8

8 to < 10

10 and more

Men

1991

11.5

13.9

8.2

20.6

21.7

4.0

4.5

4.7

2.1

8.8

1992

14.6

13.7

9.0

21.3

19.5

2.7

6.0

4.7

1.6

6.8

1993

15.6

10.1

10.7

23.8

18.2

4.0

4.7

4.4

1.9

6.5

1994

6.9

9.3

8.2

23.2

22.7

5.2

5.9

5.5

3.1

10.0

Women

1991

8.3

21.5

16.8

13.9

17.8

5.8

6.3

4.6

1.3

3.8

1992

8.5

18.6

17.9

14.o

18.8

4.9

7.9

5.2

0.9

3.4

1993

11.0

15.0

17.7

16.6

17.8

7.2

5.7

4.1

1.8

3.2

1994

6.8

14.4

17.2

13.9

20.9

7.4

7.5

5.7

1.5

4.8

Source: DANE National Survey of Rural Households, 1991, 1992, 1993 and 1994.


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