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WORKING MANUAL

MONITORING
AND
EVALUATION

MONITORING, EVALUATION & DOCUMENTATION

5.1 Aims of Monitoring and Evaluation

The main objective of Monitoring is to have ready information on the project's progress and it's various components/dimensions to enable effective implementation along planned project path and strategy, so that the mission and objectives are achieved and not lost sight in the rush towards targets and short term gains. Evaluation aims to assess the project's impact on economic and social empowerment of women, success in achieving sustainability of SHGs and their linkages with other institutions and other project objectives.

5.2 Monitoring

Monitoring is expected to fulfil the following norms:

  • Upward Feedback to the management on progress and vital processes involved in the project;
  • Downward communication from head office (PMU) to the district officer (PIU) and field suggesting changes based on the feedback obtained.
  • It permits assessment of SHGs' progress towards sustainability and financial viability,
  • It should help assess outreach, effectiveness and achievement of the programme vis a vis the the project vision, mission and stated objectives.
  • Gender Sensitive Indicators are to be designed and used to monitor the progress of women.
  • Non-participatory collection of monthly reports or any statistic without involving members of SHGs would be an extractive process with little benefit to the poor women.(Robert Chambers)
  • The monthly periodic reports (to be collected by cluster-coordinators) should be filled up by SHGs members themselves. This would help them in analysing their own performance in a participatory manner, leading to awareness of strengths and weaknesses. This self-monitoring is the cornerstone of sustainability. The BLCC/CLF would be the forum where SHGs would review their own performance and identify areas for improvement. NGOs must train the BLCC/CLF functionaries to review the performance of their member SHGs.
  • We also propose to facilitate monthly self-grading by SHGs so that SHGs become aware of their strengths and weaknesses. A visual grading chart is being developed and will be put into pratice shortly.
  • Cluster coordinators need to be trained in this participatory monthly appraisal/reporting leading to better performance of the SHG.
  • Cluster coordinators need to be trained by PIU/NGO to consolidate these periodic reports and analyse them to identify weak SHGs and take corrective action. It will be a mechanism to provide information for mid-course corrections whenever the need arises. It will assess performance against targets as also performance of various project functionaries, while also looking into constraints in implementation.

5.3 MIS

An effective MIS would be developed that would concentrate on process monitoring and not be merely target/performance oriented. An MIS tool is being evolved using MS-Access. All reports would be sent to the PMU in floppy in the same format used by PMU. For this, all PIUs would be well equipped with computers. NGOs are also encouraged to use information technology to improve the effectiveness of monitoring. Data collected from SHGs are to analysed to identify weak SHGs, action taken and results documented. Mounds of data collected and left unused makes collection of data unjustifiable. It has been therefore decided that there would be only one form in which the NGOs would be asked to submit data monthly. The format is enclosed in Annexe-III. There would be also be one quarterly and one yearly report format.

5.4 Levels of monitoring

Monitoring needs to be done at the following levels.

- Group level
- Cluster level
- Block level
- NGO level
- District level
- State level

5.4.1 Aspects to be monitored at group level

  1. Composition of Group
  2. literacy levels
  3. Employment status and income levels/economic status
  4. Social status
  5. Rotation of office bearers

ii. Participation of members

  • Pro-poor orientation - convenience of meetings & savings, availability of loans, etc. to the poorest members - to prevent dropping out by the neediest women.
  • Regularity of attendance
  • Democracy and sharing of responsibility among all members

- Frequency of meetings
- Participation of members i.e. involvement and interest


iii. Savings / credit

- Total and average savings
- Common fund
- Reserve fund
- Rotation of funds
- Repayment of sangha loans

iv. Accounts maintenance

  • Monthly tallying of Accounts
  • Annual Auditing

- Upto date entries in books and registers


v. Social/Community action programmes


- Planning and participation of Village development works- Concern for and action in environment, sanitation and hygiene in village

vi. Economic activities

- External Credit availed- Repayments in time

  • Activity undertaken and profitability
  • Ability to source external credit on own strength

- Incremental income

  1. Social Empowerment indicators
  • Education levels of children, especially girl children
  • Eradication of female infanticide
  • Eradication of Illicit Liquor in the Village
  • Freedom to decide, either as equal partners with husband or independently, on purchases for the family
  • Participation of every SHG Woman in Grama Sabha & Panchayat activities
  • Mobility – cycling, visits to banks & other places & participation in events outside village, freedom to visit maternal home, etc., of every SHG woman
  • Linkage & Participation in local instititutions like PTA, Watershed Associations
  • Participation in Graama Sabha & taking leadership positions in local bodies
  • Participation in federations and collective action
  • Property rights for the women members - either joint or in the womens' names as well as freedom to sell, mortgage and buy property
  • Wage differential between male & female workers
  • Age at marriage of SHG members
  • Dowry rates / eradication of dowry
  • Reduced Infant and Maternal mortality rates

5.4.2 Aspects to be monitored at Cluster level

Data on cluster level federating structures in relation to :

  1. - formation
  2. - regularity of meetings
  3. - attendance
  4. - programmes undertaken
  5. - rotation of office bearers
  6. - funds flow, if any
  • rotation of funds, if applicable
  • Training for capacity building

5.4.3 Aspects to be monitored at block level

i. Data on block level federating structures, if any, on similar lines as cluster level federating structures.

ii. BLCC meetings

  • regularity
  • Attendance

- issues solved

5.4.4 Aspects to be monitored at NGO level

- Targeting of poorest habitations, esp. SC, for formation of new SHGs

  • Participation of Cluster coordinator in group meetings & their performance

- Training schedules, trainer performance & training impact

  • Participation of NGO Staff in BLCC, PIU, DPCC, etc. meetings

- Status of groups facilitated by the NGO - weak SHGs & action plan

- Training of trainers & field staff

  • Sustainability, Transparency and financial propriety of each SHG
  • Annual audit of SHG accounts
  • Development of CLFS and training

5.4.5 Aspects to be monitored at PIU/DPCC

  • Coverage and targeting of poorest habitations and women
  • Credit linkage and repayments
  • Status of groups and all aspects of group performance - MIS

- Performance of NGOs
- Project progress in relation to annual plan and objectives
- Trainer competence, training quality and training impact|
- Economic assistance to and asset creation by loanees in groups
Documentation of project activities - innovations, success stories & failures

5.4.6 Aspects to be monitoring at state level

  • Performance of PIUs
  • Performance of NGOs
  • Achievement vis.a.vis vision/mission/objectives
  • Evaluation studies and Strategic planning
  • Documentation. of project activities - success stories , failures, innovations

5.5 Periodicity of monitoring/collection of data and consolidation.

Group level - monthly/quarterly/half yearly/annually

  • - collection by NGOs
  • - consolidation by PIUs

Cluster level - monthly/quarterly/half yearly/annually

  • - collection by NGOs & PIU
  • - consolidation by PIUs

Block level - similar to cluster level

NGO level - Monthly /quarterly/half yearly/annually

  • - collection by NGOs
  • - consolidation by PIUs

District level - Monthly/quarterly/half yearly/annually

  • - collection by NGO & PIU
  • - consolidation by PIU

State level - Monthly/quarter/half yearly/annually

  • - collection by NGO PIU & PMU
  • - consolidation by PMU

5.5. Formats:

5.5.1. All input/output formats have been given by the PMU to the PIUs and NGOs. Over and above these, the PIUs & NGOs can use suitable formats to enable better monitoring of the project by them as well as share them with PMU.

5.5.2. All data is to be computerised. NGOs can either given it on floppy in format to PIU/PMU or can key in data at the facility available with PIUs.

5.6. Evaluation

Evaluation would encompass the activities like

  1. Baseline surveys including supplementary benchmark data
  2. Regular group grading exercises
  3. Concurrent evaluation
  4. Mid Term Review
  5. Impact evaluation
  6. Special studies
  7. Baseline surveys of village and individual group members has to be taken up in the village under the project area at the time of taking up work in that village without fail. Baseline surveys can be done using Participatory Rural Appraisal techniques wherever possible.
  8. Format for baseline surveys would be given/are to be obtained from the PMU/PIU.
  9. Group grading exercises are to be taken up regularly after year 1,2,3,4 and 5 would be not only an assessment of the level at which the groups are on a gradation scale of A to D, but it would also be a self-evaluation exercise by the groups, and NGO for its performance/contribution to the groups. SHG grading would be done as per the manual on group grading. CLFs also will be involved in the grading exercise. Grading would be totally participatory and would be done in a full SHG meeting through interactive discussions and the SHG would be informed the result of the process on the spot. The Grading Sheets would be given by the PIU to the respective NGOs within 2 days of the completion of the exercise. NGOs must ensure discussion on the grading in the next SHG meeting and assist every SHG to strengthen areas of weaknesses identified during the annual grading exercise.
  10. Mid Term review would be taken up after 2 1/2 years by an external agency.
  11. Special studies would also be taken up to focus on certain specific areas. These will be undertaken as a follow up on the reports, which indicate a specific problem or a shortcoming. These could be with special reference to certain income generating activities, impact of training programmes, group interaction or non-performance, defunct or degenerating groups, etc.
  12. Participatory methods would be encouraged so that, SHG members are assisted to assess their own progress in tracking the impact of their own actions in the family and community. Associated NGOs would facilitate the SHGs in these processes. Techniques like PRA would be adopted wherever possible.

5.7 Documentation

  1. It is necessary for project partners, PIU,NGO and bankers to properly document all phases of the project so as to permit analysis and evaluation of project strategies at every stage. Some recommendations in this regard are:
  2. An MIS package is being evolved for project monitoring in each PIU. Progress reports and MIS formats collected from SHGs on a monthly basis need to be properly archived and filed sequentially or stored systematically in computers for periodic assessment of progress, especially in PIUs and PMU. Hardcopies of monthly MIS reports may be filed separately for each NGO in PIUs and for each PIU separately in the PMU. These records form the yardstick on which the progress is measured and are therefore vital. Proper filing systems need to be implemented especially in young NGOs.
  3. Success stories on social activities, Income generation programmes, press reports on Mathi actvities, etc., may be properly indexed and documented (filed or computerised) along with photograph albums, with dates and titles, so as to provide valuable yardsticks/milestones for evaluating the project and its impact at a later date. The APO (M&E) will play a vital role in collecting and preserving such material regularly.
  4. A system of special registers, reporting formats and filing methods for visits to training programs, BLCC meetings, SHGs, etc., have been prescribed and need to rigorously adopted to ensure proper availability of data at any point of time. NGOs may also adopt similar systems. Ultimately such systems would help in useful learning for later projects.

SUSTAINABILITY

Sustainability of development is the basic yardstick of evaluating every option available under the project. If an option is not sustainable or stands in the way of true sustainability, then it is not worth having or even considering. NGOs, Project Staff and staff of other line departments must realise that every one of their programs, interventions and actions must incorporate, lead to and foster sustainability.

Questions every project/NGO staff can practise asking themselves: What happens if I withdraw now? Will these poor women carry on their own? Will my present action give SHGs the motivation & capacity to be self-reliant? Or is it promoting dependency? Are we keeping all options open for SHGs? We expect every intervention and action of all partners in the project to pass this litmus test.

Sustainability, unfortunately, is a much-maligned buzzword, with its use being more fashionable than substantive. We therefore propose to get out of semantics and define sustainability clearly as a set of field-level strategies to be adopted by the project partners.

Institutionalising sustainability :

As mentioned above, the NGO, PIU, banks and other project partners must apply their mind on how sustainability can be built into their project intervention strategy. A few thoughts are however shared below:

  • Strengthen the organisation or institution called SHG by gradual building of capacity of poor women to become assertive, optimistic and determined enough to change their own "fate" and redefine their role in their families, community and village.
  • Focus on capacity building and effective training and make SHG members manage their own affairs, rather than providing them unnecessary support. (Emphasis on teaching how and where to catch fish, rather than give them fish!)
  • Gradually reduce dependency of SHGs on NGOs and other project partners through a carefully planned and structured phased-withdrawal process. NGOs should work out a time-frame within which SHGs are expected to become sustainable (this can vary)
  • By being democratic and transparent itself, the NGO should foster transparency and democracy in the functioning of every SHG. Every SHG woman should know SHG status.
  • Facilitate establishment of strong networks of women groups like federations and build capacity of such networks to manage their own affairs independently, transparently and democratically. Federations or women's banks are not to be established at the cost of healthy development of SHGs themselves or usurp areas of activities of SHGs. Rather federations should be designed to play a complementary role, by restricting itself to areas/issues that cannot be easily taken up by SHGs.
  • Facilitate, establish and cement strong and lasting linkages by SHGs/SHG Federations with local institutions of importance like banks, PTAs in schools, Gram Panchayats, markets, marketing societies, insurance companies, etc.
  • It is proposed that a Social and Development Audit of the programme be held every year in every district to assess the relevance and effectiveness of the programme from the point of view of our clients, viz., members of SHGs. This will definitely bring in greater participation and the much-desired people centeredness. A framework is being designed in consultation with all project partners. We expect our partners, especially NGOs and banks, also to adopt this framework. in order to become more people-centred and participatory and as a measure of annual evaluation. A framework is being suggested shortly.

A framework for sustainability

  • Leave all options open for each SHG by linking it will all possible alternate systems so that they are able to pick and choose based on need and necessity. Binding SHGs to only one source of finance like an MGO-RMK fund and not motivating them or preventing them from linking up with banks and cooperatives is certainly undesirable. So is the case of marketing SHG products - open up all options and expose SHGs to all, so that they have the option of choosing between the best.
  • A table indicating a Step-by-step transfer in decision-making to SHGs is time-table to be adhered to by all NGOs. This is a very important from the point of view of sustainability.

Indicators of a sustainable SHG:

  • High degree of cohesion, participation and harmony among members
  • High degree of transparency and openness in conduct of SHG meetings and handling of finances
  • Ability to meet its own expenditure by meeting SHG administrative costs through subscriptions & service charges
  • Ability to manage its own affairs without dependence on NGO or PIU or any other agency
  • Ability to get external credit on its own from banks and other financial institutions without recommendation or support of NGO/PIU, through prompt repayment and proper usage.
  • Ability to meet the financial needs through internal and external sources
  • Development of clear and long-term organisational vision, mission, objectives and strategies for SHG by themselves.
  • Ability to prepare Practical Annual Action Plans and execute them with enthusiasm and ease
  • Development of strong linkages with local institutions like Grama Sabha of the Village Panchayat, other local bodies, Banks, Cooperatives, Parent Teacher Associations, Schools, Balwadis, etc., participation in and utilisation of these institutions to full benefit
  • Strong awareness and vocal involvement of the SHG in local social issues and success achieved in some cases
  • Local public recognition of the SHG as a model referral institution with regard to local problems and development issues
  • Participation and strong involvement in Apex bodies like cluster-level and block-level federations and ability to make use for SHG benefit
  • Ability to reach out to unreached poor women around them, network them into SHGs, provide them support and guidance. (play a mother role for formation of new SHGS)

It is expected that over a period of 2 to 3 years SHGs attain the stature of sustainability and entrench themselves in the local resource map as microbanks, microenterprises and institutions of importance. This would be the ultimate goal of every project partner.

STEP BY STEP TRANSFER OF DECISION MAKING - CHANGING ROLE OF NGO's

S.No. Area of Decision
Making
Year 1 Year 2 Year 3 Year 4 Year 5
Start up
phase
Initiation
phase
Stabilisation
phase
Consolidation
phase
Sustainability &
Growth phase
SHG NGO SHG NGO SHG NGO SHG NGO SHG NGO
1. Meetings
a)Frequency,
b)Time & Place
c)Agenda
Realise
responsibility
Guide
and
facilitate
Guide
Full respo
nsibility
Start preparing
Monitor
Facilitate
Full
responsibility
Prepare fully
Full
responsibility
Monitor
Facilitate
and
monitor
Full
responsibility
Full
responsibility
Watch
Monitor
Full
responsibility
Full
responsibility
Watching
reduced
to nil by
end of
year 5
Watching
reduced
to nil by
end of
year 5
2. Savings
a)Frequency and
quantum
b) Types and resource
mobilisation
Decide
Learn
Guide
Guide
Full
responsibility
Decide
Monitor
Guide
Full
responsibility
Full
responsibility
Monitor
Facilitate
Full
responsibility
Full
responsibility
Watch
Monitor
Full
responsibility
Full
responsibility
Watching
reduced
to nil by
end of
year 5
Watching
reduced
to nil by
end of
year 5
3. Selection of animators, representatives etc.
a)Animators,
representatives etc.
b)Accountant
Participate
actively in
selection
Participate in
selection
Facilitate
Facilitate
Full
responsibility
Decide
Facilitate
Facilitate
Full
responsibility
Full
responsibility
Observe
Observe
Full
responsibility
Full
responsibility

Watching
Watch

Full
responsibility
Full
responsibility
No role
No role
4. Group rules and regulations Learn Guide Participate in
framing
Guide Full
responsibility
Facilitate Full
responsibility
Monitor Full
responsibility
Watch
5. Bank
Operations
a)Accounts
operations
b)Interactions
Learn to
operate
Learn
Guide
Guide
Learn to operate
on its own
Learn to operate
on its own
Facilitate
Facilitate
Full
responsibility
Full
responsibility
Monitor
Watch
Full
responsibility
Full
responsibility
Watch
Watch
Full
responsibility
Full
responsibility
Watch
No role
6. Internal
rotation of
funds
Learn &
decide
Guide Decide Facilitate Full
responsibility
Monitor Full
responsibility
Monitor
and watch
Full
responsibility
Eventually
no role
S.No. Area of Decision
Making
Year 1 Year 2 Year 3 Year 4 Year 5
Start up
phase
Initiation
phase
Stabilisation
phase
Consolidation
phase
Sustainability &
Growth phase
SHG NGO SHG NGO SHG NGO SHG NGO SHG NGO
7. Accessing external
funds
- - Learn &
Decide
Guide Decide Facilitate Decide Facilitate Full
responsibility
Monitor
8. Involvement of
CAPS and SAPS
Learn Guide Participate,
decide and
act
Guide Decide and
act
Facilitate Full
responsibility
Monitor Full
responsibility
Watch
9. Book Keeping Learn
and
act
Guide Participate,
decide and
act
Guide Full
responsibility
Monitor
and
facilitate by
year-end
Full
responsibility
Monitor
and watch
Full
responsibility
Watching
reduced to nil
10. Auditing     Learn Guide Decide and
make
payment
Guide Full
responsibility
for payment
Facilitate Identify, get it done and pay Monitor
11. Linkages
a) Schemes
b) Institutions
Learn Guide Learn,
decide and
act Learn
Guide

Decide and
access

Facilitate Decide and
access
Monitor Full
responsibility
Watch
12. Annual Action Plan Learn Guide Participating
in drawing
it up
Guide Decide Facilitate Full
responsibility
Monitor Full
responsibility
Monitor
13. Group grading - - Learn and
grade
Guide Decide and
Grade
Facilitate Full
responsibility
Monitor Full
responsibility
Watch
14. Asset Maintenance and
verification
- - Learn Guide Participate
and act by
year end
Guide Full
responsibility
Facilitate Full
responsibility
Monitor
15. Business and financial
planning
(individual and group)
- - Learn and
participate
Guide Learn and
particpate
Guide Decide Guide Full
responsibility
Facilitate and
monitor till year
end
16. Fund Management
(including interest,
dividend, allocations for
different purposes etc)
- - Learn Guide Decide Guide Full
responsibility
Facilitate Full
responsibility
Monitor
S.No. Area of
Decision
Making
Year 1 Year 2 Year 3 Year 4 Year 5
Start up
phase
Initiation
phase
Stabilisation
phase
Consolidation
phase
Sustainability &
Growth phase
SHG NGO SHG NGO SHG NGO SHG NGO SHG NGO
17. Conflict
resolution
Learn Guide Decide Facilitate Full
responsibility
Monitor Full
responsibility
Watch Full
responsibility
No role
18. Payment for
different
services
(partially/fully
for different
services
based on
needs)
- - Learn and
participate
Guide Decide and
commence
Facilitate Full
responsibility
Facilitate Full
responsibility
Monitor
19. Federating at
cluster, block
and district
level
- - Learn Guide Decide and
act
Guide Full
responsibility
Facilitate Full
responsibility
Monitor
20. Conducting
group
meetings on
their own
- - Learn
and act
Guide Full
responsibility
Facilitate Full
responsibility
Facilitate Full
responsibility
No role

ANNEXE-I

Minimum Eligibility Criteria for External Credit linkage for an SHG

  1. Group in active existence for over 6 months.
  2. Group size in the range of 12-20 members
  3. Minimum of two meetings per month with minimum attendance of 75%
  4. Group (not individual members) not a defaulter of bank loans
  5. Recovery, of both internal and external loans, not less than 85%
  6. Availing of internal loans by not less than 50% members
  7. Regular savings by all members
  8. Proper maintenance of books of accounts.

Annexe - II

Platform for Action (PFA) - the Beijing Declaration

1.We, the Governments participating in the Fourth World Conference on Women,

2.Gathered here in Beijing in September 1995, the year of the fiftieth anniversary of the founding of the United Nations,

3.Determined to advance the goals of equality, development and peace for all women everywhere in the interest of all humanity,

4.Acknowledging the voices of all women everywhere and taking note of the diversity of women and their roles and circumstances, honouring the women who paved the way and inspired by the hope present in the world's youth,

5.Recognize that the status of women has advanced in some important respects in the past decade but that progress has been uneven, inequalities between women and men have persisted and major obstacles remain, with serious consequences for the well-being of all people,

6.Also recognize that this situation is exacerbated by the increasing poverty that is affecting the lives of the majority of the world's people, in particular women and children, with origins in both the national and international domains,

7.Dedicate ourselves unreservedly to addressing these constraints and obstacles and thus enhancing further the advancement and empowerment of women all over the world, and agree that this requires urgent action in the spirit of determination, hope, cooperation and solidarity, now and to carry us forward into the next century.

We reaffirm our commitment to:

8.The equal rights and inherent human dignity of women and men and other purposes and principles enshrined in the Charter of the United Nations, to the Universal Declaration of Human Rights and other international human rights instruments, in particular the Convention on the Elimination of All Forms of Discrimination against Women and the Convention on the Rights of the Child, as well as the Declaration on the Elimination of Violence against Women and the Declaration on the Right to Development;

9.Ensure the full implementation of the human rights of women and of the girl child as an inalienable, integral and indivisible part of all human rights and fundamental freedoms;

10.Build on consensus and progress made at previous United Nations conferences and summits - on women in Nairobi in 1985, on children in New York in 1990, on environment and development in Rio de Janeiro in 1992, on human rights in Vienna in 1993, on population and development in Cairo in 1994 and on social development in Copenhagen in 1995 with the objective of achieving equality, development and peace;

11.Achieve the full and effective implementation of the Nairobi Forward-looking Strategies for the Advancement of Women;

12.The empowerment and advancement of women, including the right to freedom of thought, conscience, religion and belief, thus contributing to the moral, ethical, spiritual and intellectual needs of women and men, individually or in community with others and thereby guaranteeing them the possibility of realizing their full potential in society and shaping their lives in accordance with their own aspirations.

We are convinced that:

13.Women's empowerment and their full participation on the basis of equality in all spheres of society, including participation in the decision-making process and access to power, are fundamental for the achievement of equality, development and peace;

14.Women's rights are human rights;

15.Equal rights, opportunities and access to resources, equal sharing of responsibilities for the family by men and women, and a harmonious partnership between them are critical to their well-being and that of their families as well as to the consolidation of democracy;

16.Eradication of poverty based on sustained economic growth, social development, environmental protection and social justice requires the involvement of women in economic and social development, equal opportunities and the full and equal participation of women and men as agents and beneficiaries of people-centred sustainable development;

17.The explicit recognition and reaffirmation of the right of all women to control all aspects of their health, in particular their own fertility, is basic to their empowerment;

18.Local, national, regional and global peace is attainable and is inextricably linked with the advancement of women, who are a fundamental force for leadership, conflict resolution and the promotion of lasting peace at all levels;

19.It is essential to design, implement and monitor, with the full participation of women, effective, efficient and mutually reinforcing gender-sensitive policies and programmes, including development policies and programmes, at all levels that will foster the empowerment and advancement of women;

20.The participation and contribution of all actors of civil society, particularly women's groups and networks and other non-governmental organizations and community-based organizations, with full respect for their autonomy, in cooperation with Governments, are important to the effective implementation and follow-up of the Platform for Action;

21.The implementation of the Platform for Action requires commitment from Governments and the international community. By making national and international commitments for action, including those made at the Conference, Governments and the international community recognize the need to take priority action for the empowerment and advancement of women.

We are determined to:

22.Intensify efforts and actions to achieve the goals of the Nairobi Forward-looking Strategies for the Advancement of Women by the end of this century;

23.Ensure the full enjoyment by women and the girl child of all human rights and fundamental freedoms and take effective action against violations of these rights and freedoms;

24.Take all necessary measures to eliminate all forms of discrimination against women and the girl child and remove all obstacles to gender equality and the advancement and empowerment of women;

25.Encourage men to participate fully in all actions towards equality;

26.Promote women's economic independence, including employment, and eradicate the persistent and increasing burden of poverty on women by addressing the structural causes of poverty through changes in economic structures, ensuring equal access for all women, including those in rural areas, as vital development agents, to productive resources, opportunities and public services;

27.Promote people-centred sustainable development, including sustained economic growth, through the provision of basic education, life-long education, literacy and training, and primary health care for girls and women;

28.Take positive steps to ensure peace for the advancement of women and, recognizing the leading role that women have played in the peace movement, work actively towards general and complete disarmament under strict and effective international control, and support negotiations on the conclusion, without delay, of a universal and multilaterally and effectively verifiable comprehensive nuclear-test-ban treaty which contributes to nuclear disarmament and the prevention of the proliferation of nuclear weapons in all its aspects;

29.Prevent and eliminate all forms of violence against women and girls;

30.Ensure equal access to and equal treatment of women and men in education and health care and enhance women's sexual and reproductive health as well as education;

31.Promote and protect all human rights of women and girls;

32.Intensify efforts to ensure equal enjoyment of all human rights and fundamental freedoms for all women and girls who face multiple barriers to their empowerment and advancement because of such factors as their race, age, language, ethnicity, culture, religion, or disability, or because they are indigenous people;

33.Ensure respect for international law, including humanitarian law, in order to protect women and girls in particular;

34.Develop the fullest potential of girls and women of all ages, ensure their full and equal participation in building a better world for all and enhance their role in the development process.

We are determined to:

35.Ensure women's equal access to economic resources, including land, credit, science and technology, vocational training, information, communication and markets, as a means to further the advancement and empowerment of women and girls, including through the enhancement of their capacities to enjoy the benefits of equal access to these resources, inter alia, by means of international cooperation;

36.Ensure the success of the Platform for Action, which will require a strong commitment on the part of Governments, international organizations and institutions at all levels. We are deeply convinced that economic development, social development and environmental protection are interdependent and mutually reinforcing components of sustainable development, which is the framework for our efforts to achieve a higher quality of life for all people. Equitable social development that recognizes empowering the poor, particularly women living in poverty, to utilize environmental resources sustainably is a necessary foundation for sustainable development. We also recognize that broad-based and sustained economic growth in the context of sustainable development is necessary to sustain social development and social justice. The success of the Platform for Action will also require adequate mobilization of resources at the national and international levels as well as new and additional resources to the developing countries from all available funding mechanisms, including multilateral, bilateral and private sources for the advancement of women; financial resources to strengthen the capacity of national, subregional, regional and international institutions; a commitment to equal rights, equal responsibilities and equal opportunities and to the equal participation of women and men in all national, regional and international bodies and policy-making processes; and the establishment or strengthening of mechanisms at all levels for accountability to the world's women;

37.Ensure also the success of the Platform for Action in countries with economies in transition, which will require continued international cooperation and assistance;

38.We hereby adopt and commit ourselves as Governments to implement the following Platform for Action, ensuring that a gender perspective is reflected in all our policies and programmes. We urge the United Nations system, regional and international financial institutions, other relevant regional and international institutions and all women and men, as well as non-governmental organizations, with full respect for their autonomy, and all sectors of civil society, in cooperation with Governments, to fully commit themselves and contribute to the implementation of this Platform for Action.

Convention on the Elimination of All Forms of Discrimination Against Women (CEDAW)

The year 2000 will mark twenty years since the Convention on the Elimination of All Forms of Discrimination Against Women (CEDAW) was opened for ratification. The Preamble links women’s rights to human rights.

The preamble of the CEDAW Convention recalls that the basic principles of the United Nations include faith in fundamental human rights, in the dignity of the human person, and in the equal rights of men and women. It reminds the international community that all human rights treaties concluded by the United Nations and its specialized agencies entitle men and women to enjoy equally the rights they enshrine. It notes that specific instruments have been adopted to promote the principle of equality between men and women. It acknowledges, however, that extensive discrimination against women continues to exist and emphasizes that this discrimination violates the principles of equality of rights and respect for human dignity. It further states that discriminatory practices impede the participation of women in all aspects of the life of their countries on an equal basis with men, which hampers the increased prosperity of their society and families. CEDAW defines discrimination against women. The Convention concerns discrimination against women rather than discrimination on the basis of sex. Discrimination against women includes any distinction, exclusion or restriction made on the basis of sex that affects women’s enjoyment of political, economic, social, cultural, civil or any other rights, irrespective of marital status, on an equal basis with men. It obliges states to take concrete steps to eliminate discrimination against women. States that ratify CEDAW are obliged not only to condemn all forms of discrimination against women, but also to implement various measures towards its elimination. Ratifying states must also embody the principle of equality in their national constitutions or other laws and adopt legislative and other measures, including sanctions, as appropriate. States must establish legal protection against discrimination through national tribunals and other public institutions. Public authorities and institutions in ratifying states are to refrain from discriminatory practices. States must modify or abolish existing laws, customs and practices that discriminate against women, as well as penal provisions that amount to discrimination against women. The state must do all it can to ensure the full development and advancement of women so that they can exercise and enjoy human rights and fundamental freedoms equally with men. Unlike other human rights treaties, CEDAW does not solely address actions by the state or its agencies. States are obliged to take all appropriate measures to eliminate

discrimination against women by any person, organization or enterprise. This provision makes CEDAW unique, because international human rights treaties are usually limited to the conduct of the state or its agencies. CEDAW allows for temporary affirmative action measures. States are entitled to adopt temporary special measures to accelerate equality for women. This allows for the introduction of affirmative action or positive discrimination until the objective of equality has been

achieved. In any event, special measures aimed at the protection of maternity will not be regarded as discriminatory.

It recognizes the role of culture and tradition, and calls upon states to eliminate sex role stereotyping. The Convention recognizes the influence of culture and tradition in restricting women's enjoyment of rights. It provides, therefore, that states are to take appropriate measures to eliminate sex role stereotyping and practices that stem from a concept of the inferiority or superiority of one sex over the other. Family education should teach the common role of both men and women in the upbringing of children, which must, in all cases, be governed by their best interests. CEDAW requires states to suppress all forms of traffic in women and exploitation of prostitution. States must take all measures, including legislation, to suppress all forms of traffic in women and exploitation of prostitution. The Convention defines traffic in women broadly to include sexual slavery, generally and by the military, the deception of migrant women, and "mail order" and false marriages. States are obliged to take measures to prevent women and girls from resorting to prostitution for survival.

The Convention addresses discrimination in political and public life. States must eliminate discrimination against women in the political and public life of the country. Women must be entitled to vote, to be eligible for election, to participate in the formulation of government policy and to hold office on an equal basis with men. Women must be eligible to participate in non- governmental and other associations, including political parties, trade unions and professional associations, on an equal basis with men. Women must be given equal opportunity to represent their governments and to participate in the work of international organizations, such as the UN and its specialized agencies. CEDAW addresses the rights of women and their children in relation to nationality.

Women must be granted equal rights with men to acquire, change or retain their nationality. Women’s nationality should not be automatically changed, nor should they be forced to change their nationality nor be rendered stateless if they marry an alien or if their husbands change their nationality. Women shall also have equal rights with men where the nationality of their children is concerned. In obliging states to eliminate discrimination in education, CEDAW deals not only with access to education, but also with its substance. Discrimination against women in education is to be eliminated. Women and girls should receive career and vocational guidance at all levels, in rural as well as urban areas, access to curricula, examinations, teaching staff, premises and equipment on the same basis as men and boys.

Stereotyping shall be eliminated, by the active encouragement of co-education and particularly through the revision of textbooks and school programmes and adaptation of teaching methods. Women shall have the same opportunities to benefit from scholarships and other study grants and for access to programmes of continuing education, including adult and functional literacy programmes. Efforts are to be made to reduce the numbers of female students who drop out and to

provide programmes for those who have left school prematurely. The same opportunities to participate in sports and physical education is to be provided as well as access to specific educational information to ensure the health and well-being of families. It recognizes the right to work as a human right. Women are to be ensured equal rights with men in employment. The right to work is declared to be an inalienable right of all human beings. Women have the same rights as men to free choice of profession and employment, job security, benefits and vocational training and retraining. States must ensure the right to equal pay and equal treatment for work of equal value, as well as equal social security benefits and paid leave.

Women shall have the right to protection of health and safety at work, which must include safeguarding reproduction. Special protection shall be provided for women during pregnancy, but any protective legislation with regard to employment shall be reviewed periodically and revised, repealed or extended as necessary. States must prohibit discrimination on the grounds of pregnancy, maternity leave or marital status; they must introduce paid maternity leave, without loss of employment, seniority or social allowances. States should encourage the provision of social allowances and support services, such as child-care facilities, that enable parents to combine family life, employment and participation in public life. CEDAW is the only international treaty whose provisions cover family planning. The first of three provisions, which concern reproductive choice, constitute the only international treaty obligations relating to family planning. States agree to provide educational information and advice on family planning. States are required to provide women and men equal access to health care and family planning. Women shall also be ensured pregnancy, confinement and post-natal services, free of charge if necessary, and adequate nutrition during pregnancy and lactation. The Convention addresses discrimination in economic, social, and cultural life. It requires states to eliminate discrimination against women in areas of economic life not touched on by other provisions of the Convention. In particular, women are to be granted the same rights as men to family benefits, bank loans, mortgages and other forms of family credit. Women are to have the same rights as men to participate in recreational activities, sport and all aspects of cultural life. CEDAW is unusual in obliging states to eliminate discrimination in the areas of financial services and recreation: it imposes on states the duty to regulate the activities of third parties that, in many cases, are not state agencies. It addresses, in particular, discrimination against rural women.

States undertake to eliminate discrimination against women in rural areas so that they may participate and benefit from rural development equally with men. Specifically rural women are ensured the equal right to participate in development planning, to have access to health care facilities, to benefit from social security programmes, to obtain formal and non-formal education and training, to organize self-help groups and co- operatives in addition to participating in community activities. Rural women are ensured equal rights to adequate living conditions, including housing, sanitation, electricity, water supply, transportation and communications. CEDAW guarantees equality before the law. Women are to be accorded the same legal status as men in civil matters. Women shall have the same right to enter into contracts, administer property and receive equal treatment in courts and tribunals. Any contract or private agreement that limits the legal capacity of women shall be null and void. Women are ensured freedom of movement and the right to choose their residence and domicile on an equal basis with men.

"Equality before the law" includes marriage and family law. States shall ensure equality in marriage and family relations. Women shall have the same right to enter marriage as men on the basis of free and full consent and have equal freedom to choose their spouse. States are obliged to set a minimum age for, and registration of, all marriages. The betrothal of a child shall have no legal force. Women shall be accorded equal rights with men during marriage and at its dissolution. Women shall have equal right to their children and in the number and spacing of their children, as well as the access to information and means to make decisions in this area.

They shall have the same rights as men in guardianship, wardship and adoption. Women will also have the same rights as their husbands in choosing a family name, profession or occupation and in ownership, management and disposal of property. CEDAW creates a 23-member committee to implement its provisions and monitor compliance. The implementation of the Convention is monitored by the Committee on the Elimination of Discrimination against Women. The CEDAW

Committee is composed of 23 experts of high moral standing and competence in the fields covered by the Convention. Committee members are nominated by their governments, and are elected by secret ballot by state parties to the Convention. In this election, consideration is given to equitable geographical distribution, as well as to representation of different civilizations and legal systems. These experts serve in their personal capacity, not as delegates or representatives of their countries of origin. States are required to report to the Committee on their efforts to meet CEDAW’s goals. Within the first year of ratification or accession, and every four years thereafter, states are expected to submit a national report to the Committee, indicating the measures they have adopted to carry out the provisions of the Convention. During its annual session, the Committee shall discuss these reports with the Government representatives and explore with them areas for further action by the specific country. The Committee also makes general recommendations to the states parties on matters concerning the elimination of discrimination against women. States are entitled to ratify or accede to the Convention with reservations. Reservations may not be incompatible with the object and purpose of the treaty.

Reservations may be withdrawn at any time. Any dispute between states regarding the interpretation of the Convention may be submitted to arbitration or, if the terms of the arbitration cannot be agreed upon within a six-month period, to the International Court of Justice.

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