GenderInEnergy_Company_survey_questionnaire.pdf

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Questionnaire for CATI-survey of companies - Final version
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Study on Gender Balance in the R&I Field to
Improve the Role of Women in the Energy
Transition (CINEA/2021/OP/0012)
Questionnaire for CATI-Survey

Questionnaire for CATI-survey of companies - Final version
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Background
The survey is targeted at companies with >10 employees in the energy sector, which for this purpose
is defined as being composed of the following SIC codes:
• 0133 Sugarcane & sugar beet farms
• 1094 Uranium, radium & vanadium ores
• 12 (complete) Coal Mining
• 13 (complete) Oil and Gas Extraction
• 1623 Pipeline, comm. & powerline construction
• 1711 Plumbing, Heating and Air-Conditioning
• 2448 Wood pallets & skids
• 2813 Industrial Gases
• 2911 Petroleum refining
• 3433 Heating equipment exc. warm air furnaces
• 3511 Steam, gas & hydraulic turbines
• 3533 Oil & gas field machinery & equipment
• 3561 Pumps & pumping equipment [only if engaged in the production of equipment for the
generation, storage, management or distribution of energy]
• 3563 Air & gas compressors [only if engaged in the production of equipment for the
generation, storage, management or distribution of energy]
• 3585 Air-conditioning & warm air heating equip
• 3612 Power, distribution & spec. transformers
• 3691 Storage batteries
• 3692 Primary batteries, dry & wet
• 3699 Electrical Machinery, Equipment, and Supplies, Not Elsewhere Classified [only if
engaged in the production of equipment for the generation, storage, management or
distribution of energy]
• 3822 Automatic Controls for Regulating Residential and Commercial Environments and
Appliances
• 3823 Industrial Instruments for Measurement, Display, and Control of Process Variables;
and Related Products
• 3825 Instruments for Measuring and Testing of Electricity and Electrical Signals
• 46 (complete) Pipelines exc. Natural Gas
• 4911 Electric services
• 4922 Natural gas transmission
• 4924 Natural gas distribution
• 4931 Electric & other services combined
• 4932 Gas & other services combined
• 4939 Combination utilities N.E.C.
• 4961 Steam & air - conditioning supply
• 5063 Wholesale trade: Electrical apparatus & equipment, wiring
• 5074 Wholesale trade: Plumbing, heating equipment & supplies
• 5075 Wholesale trade: Warm air heating & air - conditioning equip
• 5171 Petroleum bulk stations & terminals
• 5172 Petroleum & petroleum products
• 5541 Gasoline service stations

Questionnaire for CATI-survey of companies - Final version
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• 5983 Fuel oil dealers
• 7378 Computer maintenance and repair [only if engaged in the in engineering services
related to the generation, storage, management or distribution of energy]
• 8711 Engineering services [only if engaged in the in engineering services related to the
generation, storage, management or distribution of energy]
• 8742 Management consulting services [only if engaged in consulting about the generation,
storage, management or distribution of energy]
• 8748 Business consulting services N.E.C.
• 9631 Regulation and Administration of Communications, Electric, Gas, and other Utilities
The by far largest share of companies in the sampling frame are from SIC codes 1711 and 8711. In the
latter case, however, we expect many companies not to fall within our definition of the energy sector.
The target interviewee is a (senior) HR manager or (in organisations without a dedicated HR
department) a member of management with responsibility for HR matters
Contents
Introduction 6
Screener questions 6
Subsector 6
Basic features of organisation 7
Workforce composition (total) 8
Workforce composition (senior positions) 9
Workforce composition (R&I) 10
Workforce composition (dynamics) 11
Strategic priorities on gender equality 12
Obstacles to improved gender balance 13
Measures to address gender imbalances 14
Workforce composition (Blue collar / White collar) 15
Turnover 15

Questionnaire for CATI-survey of companies - Final version
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INTRODUCTION:
Good morning/afternoon, my name is… [INTERVIEWER NAME] and I am calling from GDCC on behalf
of the European Commission's European Climate, Infrastructure and Environment Executive Agency
(CINEA).
Your business has been selected to participate in a survey about the role of women in the energy
sector. By energy sector we mean companies whose business includes generation, storage,
management or distribution of energy. We also mean companies engaged in associated fields, such as
manufacturing, servicing or distributing energy-related products or equipment, and business
consultancy on energy management.
European policymakers want to have a better understanding of the Gender Balance in the energy
sector. The aim is to make sure that Women are fully involved in shaping the Energy Transition. This
survey is now being conducted across 35 countries world-wide and your input is of the utmost
importance: the responses to the survey will help shape policy making by the European Institutions.
[READ IF NECESSARY (IF RESPONDENTS ASK FOR MORE INFORMATION ABOUT THE PROJECT)]: The
results of the survey will help the European Institutions in their evidence-based policymaking to
improve the Role of Women in the Energy Transition. Can I email you some more information about
the survey?
May I speak with the HR manager or a member of management with responsibility for HR matters in
your company?
[READ IF NECESSARY: This person could be head of the HR department, a senior member of the HR
department, or another person in charge of human resource management in your organisation as
owner or co-owner, CEO.]
INTERVIEWER: PASS GATEKEEPER AND REACH ELIGIBLE RESPONDENT. IF NEEDED, READ
INTRODUCTION AGAIN. AGREE APPOINTMENT IF NEEDED.
This interview may be recorded for quality control purposes.
[READ IF NECESSARY:] The interview will take around 10 minutes. Your answers to this voluntary survey
will be treated in strict confidence and in full compliance with EU data protection rules. The survey is
used for policy research purposes and results published in aggregate form only. Do you agree to take
part in the interview?
InfoEmail
[READ ONLY, IF RESPONDENTS ASK FOR MORE INFORMATION ABOUT THE PROJECT]
Can I email you some more information about the survey?
• 1 Continue with the questionnaire
• 2 Send info email
InfoEmail1
I will send you an email with more information about the survey. Could you tell me your name
and email address?
[INT.: Check name and email address, spell it out to the respondent]

Questionnaire for CATI-survey of companies - Final version
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A = Arthur
B = Benjamin
C = Charles
D = David
E = Edward
F = Frederick
G = George
H = Harry
I = Isaac
J = Jack
K = King
L = London
M = Mary
N = Nelly
O = Oliver
P = Peter
Q = Queen
R = Robert
S = Samuel
T = Tommy
U = Uncle
V = Victor
W = William
X = X-ray
Y = Yellow
Z = Zebra
Name
Email
InfoEmail3 [Press cancel and make an appointment.]
[Add a comment that an information email is sent.]
[Click "next" to restart the questionnaire.]

Questionnaire for CATI-survey of companies - Final version
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TOPIC
Sub-topic
Target group
Question wording
Response option
Comments
Introduction
ALL
[Intro screen]
Screener questions
Confirmation that company
belongs to the energy sector
ALL
FIT1 Can I confirm, is your organisation
engaged in any of the following: generation,
storage, management or distribution of
energy; in manufacturing, servicing or
distributing energy-related products or
equipment; or business consultancy on
energy management?
[Single answer]
1 Yes
2 No => screen out
3 Don't know [DO NOT READ]
4 Refused /No answer [DO
NOT READ] => screen out
ALL
FIT2 Does your organisation have 5
employees or more?
[Single answer]
1 Yes
2 No => screen out
3 Don't know [DO NOT READ]
=> screen out
4 Refused /No answer [DO
NOT READ] => screen out
Subsector
Energy and renewables sector
If FIT1 = 1 or 3
SECTOR Which part of the energy sector
does your company operate in?
[Multiple answers possible – read out and
ask YES/NO per item.]
[Multiple answers]
1 Renewables including heat
pumps
2 Oil & gas
3 Nuclear
4 Coal
5 Transmission & distribution
6 Energy Retail
7 Storage
8 Hydrogen
9 Other, please specify
10 Don't know [DO NOT
READ]
11 Refused /No answer [DO
NOT READ]

Questionnaire for CATI-survey of companies - Final version
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If SECTOR = 1
RENEW Which part of the renewables sector
does your company operate in?
[Multiple answers possible – read out and
ask YES/NO per item.]
1 Hydropower
2 Wind
3 Solar
4 Bioenergy
5 Waste
6 Geothermal
7 Ocean energy
8 Heat pumps
9 Other
10 Don't know [DO NOT
READ]
11 Refused /No answer [DO
NOT READ]
Gender of respondent
ALL
[Record the gender without asking.]
[Single answer]
1 Male
2 Female
3 Unspecifiable
Basic features of
organisation
Length of existence
ALL
ESTABL When was your company
established? Was it...
[Single answer]
1 Less than 2 years ago
2 Between 2 and 5 years ago
3 Between 6 and 20 years
ago
4 More than 20 years ago
5 Don't know [DO NOT READ]
6 Refused / No answer [DO
NOT READ]
Single-site or part of multi-site
organisation
ALL
UNIT Is this establishment the only one in
your company or does your company have
other sites, either in country, abroad, or
both?
[Single answer]
1 Only one
2 Other one(s) in country
3 Other one(s) abroad
4 Other one, both in country
and abroad
5 don't know
6 Refused / no answer [DO
NOT READ]

Questionnaire for CATI-survey of companies - Final version
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Pubic sector ownership
ALL
STATE Is your organisation partly or wholly
owned by the public sector? Is it…
[Single answer]
1 at least 50% owned by the
public sector
2 partly owned by the public
sector, but less than 50%
3 not owned by the public
sector at all
3 Don't know [DO NOT READ]
4 Refused / No answer [DO
NOT READ]
If [UNIT] = 2,
3, 4, or 5:
INFO In the following we would like to ask
some questions about your company’s
workforce. In your response please refer to
the entire company, i.e. the workforce across
all your locations within this country.
Workforce composition
(total)
Size of workforce
ALL
STAFF1 How many people are employed in
this company?
[INT INST. Estimate would be fine, probe
fully]
[INT INST. Ask for the number at the current
moment]
ENTER NUMBER
_ _ _ _ _ _
999998 Don't know [DO NOT
READ]
999999 Refused / No answer
[DO NOT READ]
[Optional explanation] Please include:
• All full and part time employees
• All employees on permanent, temporary
and fixed term contracts
• Any staff currently employed on a
temporary basis via an agency
• Any freelance staff or contractors who
work at this site
• Work experience placements
[Optional explanation] Please use
headcount, not full-time equivalents (FTE)

Questionnaire for CATI-survey of companies - Final version
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Gender ratio (total)
ALL
[STAFF1= Only
If answered
option 1]
SHARE1_NR Of these, how many are
women?
ENTER NUMBER
_ _ _ _ _ _
999998 Don't know [DO NOT
READ]
999999 Refused / No answer
[DO NOT READ]
If SHARE1_NR
= 999998
SHARE1_PC You can also give me a
percentage
[INT. Be careful not to confuse total figures
and percentages]
ENTER PERCENTAGE
_ _ _%
998 Don't know [DO NOT
READ]
999 Refused / No answer [DO
NOT READ]
Workforce composition
(senior positions)
Gender ratio (senior positions)
ALL
[STAFF1= Only
If answered
option 1]
EXEC_NR Out of the total of [RESPONSE TO
"STAFF1"] persons employed in this
company, how many hold an executive
position?
ENTER NUMBER
_ _ _ _
9998 Don't know [DO NOT
READ]
9999 Refused / No answer
[DO NOT READ]
[Optional explanation] By this we mean
employees responsible for management,
supervision and project execution, usually
with responsibility for overseeing other
employees in the company
If interviewee is uncertain about
what number to give
If EXEC_NR =
9998
EXEC_PC You can also give me a percentage
[INT. Be careful not to confuse total figures
and percentages]
ENTER PERCENTAGE
_ _ _%
998 Don't know [DO NOT
READ]
999 Refused / No answer [DO
NOT READ]
[only if
SHARE1NR
answered > 0]
SHARE2_NR Of these employees holding an
executive position, how many are women?
ENTER NUMBER
_ _ _ _
9998 Don't know [DO NOT
READ]
9999 Refused / No answer
[DO NOT READ]

Questionnaire for CATI-survey of companies - Final version
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If SHARE2_NR
= 9998
SHARE2_PC You can also give me a
percentage
Careful not to confuse total figures and
percentages.
ENTER PERCENTAGE
_ _ _%
998 Don't know [DO NOT
READ]
999 Refused / No answer [DO
NOT READ]
Workforce composition (R&I)
Gender ratio (R&I)
ALL
[STAFF1= Only
If answered
option 1]
R+I_NR Out of the total of [RESPONSE TO
"STAFF1"] persons working in this company,
how many are engaged in research &
innovation activities?
[Mandatory explanation] By this we mean
employees engaged in general research, in
development of new products and services,
or in innovation of new processes.
ENTER NUMBER
_ _ _ _ _
99998 Don't know [DO NOT
READ]
99999 Refused / No answer
[DO NOT READ]
If R+I_NR =
99998
R+I_PC You can also give me a percentage
Careful not to confuse total figures and
percentages.
ENTER PERCENTAGE
_ _ _%
998 Don't know [DO NOT
READ]
999 Refused / No answer [DO
NOT READ]
If R+I_NR > 0
or R+I_PC > 0
SHARE3_NR Of these employees engaged in
research & innovation, how many are
women?
ENTER NUMBER
_ _ _ _ _
99998 Don't know [DO NOT
READ]
99999 Refused / No answer
[DO NOT READ]
If SHARE3_NR
= dk
SHARE3_PC You can also give me a
percentage
Careful not to confuse total figures and
percentages.
ENTER PERCENTAGE
_ _ _%
998 Don't know [DO NOT
READ]
999 Refused / No answer [DO
NOT READ]

Questionnaire for CATI-survey of companies - Final version
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Open vacancies
If R+I_NR > 0
or R+I_PC > 0
VACANC1 How difficult has it been for your
company to fill vacancies for positions
involved in research & innovation -- over the
last 5 years, in case you had vacancies?
[Single answer]
1 Very difficult
2 Somewhat difficult
3 Neither difficult nor easy
4 Rather easy
5 Very easy
6 No vacancies at all over the
last 5 years
7 Don't know [DO NOT READ]
8 Refused / No answer [DO
NOT READ]
If R+I_NR > 0
or R+I_PC > 0
VACANC2 Do you expect it to become more
difficult or easier over the next 2-3 years to
fill vacancies for positions involved in
research & innovation, or don't you expect
any vacancies?
[Single answer]
1 Much more difficult
2 Somewhat more difficult
3 Unchanged
4 Rather easy
5 Much easier
6 No vacancies expected
over next 2-3 years
7 Don't know [DO NOT READ]
8 Refused / No answer [DO
NOT READ]
Workforce composition
(dynamics)
Change of gender ratios
For EXP1,
EXP2: ALL
For EXP3,
EXP4:
If R+I_NR > 0
or R+I_PC > 0
EXP
Has, over the past 5 years, the share of
women increased a lot, increased somewhat,
remained the same or decreased in the
following groups:
EXP1 your total workforce?
EXP2 staff holding senior positions?
EXP3 your workforce engaged in research &
innovation?
EXP4 applications for open positions in
research & innovation?
[Single answer]
1 Yes, increased a lot
2 Yes, somewhat increased
3 No, it has remained the
same
4 No, it has decreased
5 Don't know [DO NOT READ]
6 Refused / No answer [DO
NOT READ]

Questionnaire for CATI-survey of companies - Final version
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Strategic priorities on gender
equality
Priorities regarding gender
balance as expressed by the HR
manager
ALL
PRIO
To what extent do you agree or disagree
with the following statements
[on a scale from 1 to 5, 1 meaning you fully
agree, 5 you do not agree at all]:
PRIO1 Our company strives to increase
women's share in the total workforce
PRIO2 Our company strives to increase
women's share among executive positions
PRIO3 Our top management shows full
commitment to gender equality
PRIO4 Increasing the share of women in our
workforce will have a positive impact on our
economic results
[Single answer]
1 Fully agree
2 Somewhat agree
3 Neither agree nor disagree
4 Somewhat disagree
5 Do not agree at all
6 Don't know [DO NOT READ]
7 Refused / No answer [DO
NOT READ]

Questionnaire for CATI-survey of companies - Final version
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Obstacles to improved
gender balance
Obstacles to improved gender
balance as perceived by HR
managers in companies
If PRIO1 = 1, 2
or 3 OR PRIO2
= 1, 2 or 3
OBSTAC
To what extent do the following possible
obstacles to greater gender balance apply to
your organisation?
[on a scale from 1 to 5, 1 meaning they apply
fully, 5 they do not apply at all]
OBSTAC1 Scarce supply of qualified women
on the labour market
OBSTAC2 Female employees having more
difficulty to manage work-life balance
OBSTAC3 Turnover among female
employees higher than among men
OBSTAC4 Beliefs that men are better suited
for certain types of jobs than women
OBSTAC5 Female employees not getting as
much support from their superiors and
colleagues as men
OBSTAC6 Lack of supportive workplace
policies on offer
OBSTAC7 Lack of role models for female
employees
OBSTAC8 Women are overlooked when
deciding on promotions
[Single answer]
1 Applies fully
2 Somewhat applies
3 Neutral
4 Somewhat does not apply
5 Does not apply at all
6 Don't know [DO NOT READ]
7 Refused / No answer [DO
NOT READ]

Questionnaire for CATI-survey of companies - Final version
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Measures to address gender
imbalances
Measures taken by companies,
including flexible work
practices, support targeting
female staff, training and
awareness raising
ALL
MEAS
I will now read you a list of measures
companies take to support the role of
women in the organisation. Please reply for
each one:
• whether your companies has this measure
already in place;
• if yes, how effective the measure is in
improving gender equality in your
organisation, according to your
experience, on a scale of 1 = very effective
to 5 = very ineffective.
[Ask for a Yes/No first and then read the
scale if Yes]
MEAS1 Training measures to raise awareness
about gender equality
MEAS2 Mentoring, coaching or networking
for women
MEAS3 Flexible work arrangements such as
remote work from home or part-time work
(beyond what is required by law)
MEAS4 Job-sharing for management
positions
MEAS5 Monitoring of gender equality based
on indicators
MEAS6 Analysis of gender pay gaps
MEAS7 Cooperation with education system
stakeholders for attracting more girls and
women into the sector
MEAS8 Self-imposed quotas for share of
women in decision-making bodies
MEAS9 Policy or strategy for promoting
gender equality across the organisation
MEAS10 Establishment of a position with
responsibility for gender equality
[Single answer]
For each:
1 Very effective
2 Somewhat effective
3 Neither effective, nor
ineffective
4 Somewhat ineffective
5 Not effective at all
6 No, we don't have this
measure
7 Yes this measure is in place
but I don't know how
effective it is [DO NOT READ]
8 Don't know [DO NOT READ]
9 Refused / No answer [DO
NOT READ]

Questionnaire for CATI-survey of companies - Final version
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Workforce composition (Blue
collar / White collar)
ALL
[STAFF1= Only
If answered
option 1]
MANUAL_NR Out of the total of [RESPONSE
TO "STAFF1"] persons working in this
company, how many perform primarily
manual labour?
ENTER NUMBER
_ _ _ _ _
99998 Don't know [DO NOT
READ]
99999 Refused / No answer
[DO NOT READ]
If
MANUAL_NR
= dk
MANUAL_PC You can also give me a
percentage
ENTER PERCENTAGE
_ _ _%
998 Don't know [DO NOT
READ]
999 Refused / No answer [DO
NOT READ]
Turnover
ALL
ALL
TURNOVER Can you give me an indication of
the size of the turnover of your company in
the last year for which data is available?
[Optional explanation] By this we mean the
turnover of the entire company across all
locations in this country
1 Up to 2 million EURO
2 More than 2 million and up
to 10 million EURO
3 More than 10 million and
up to 50 million EURO
4 Over 50 million EURO
5 Don't know [DO NOT READ]
6 Refused / No answer [DO
NOT READ]

Questionnaire for CATI-survey of companies - v.1
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END MESSAGES
[Interview completed:] Thank you for taking part in the survey. We have reached the end of the
interview. I wish you a pleasant day.
[Screen out/quota full:] Thank you for taking part in the survey. These were all the questions I had for
you today. I wish you a pleasant day.