Concept note on United Nations Expert Group Meeting on Disability data and statistics, monitoring and evaluation: the way forward, a disability inclusive development agenda towards 2015 and beyond UNESCO Headquarters, Paris, France (8-10 July 2014) Presented by Kamal Lamichhane, PhD Research fellow, JICA Research Institute, Japan International Cooperation Agency (JICA) e-mail: Kamal.Lamichhane@jica.go.jp; kamalnsdn@gmail.com 1. Challenges of disability-inclusive development goals The issues discussed in this note draw, partially, from some of the recommendations presented in my forthcoming book to be published by the Cambridge University press. Based on that, this paper provides a concept note on disability-inclusive development goals with the focus on the importance of data and statistics on disability to be gathered, managed and monitored. My forthcoming book from Cambridge University press includes several empirical works focusing on the importance of human capital formation, the nexus between disability, education and labor markets, together with the association of disability and poverty in different low- and middle-income countries. Policy interventions are necessary to bring about positive and visible changes in the livelihoods of people with disabilities and their families so as to bring them into the framework of inclusive development. In recent years, social and economic inclusion has become key focus for policy reforms, especially in developing countries. Social services such as education, employment and health are directly related to the improvement of households’ welfare. Hence, researchers have been investigating the conditions that are necessary to improve the quality of social-sector services in developing countries. However, the same is not the case in connection to disability, because, on the one hand, the discussion of disability-inclusive development has only recently progressed to the point where it is addressing issues of development and, on the other hand, there is a significant gap between developed and developing countries. Researchers in developed countries have already investigated the conditions that are necessary to improve the quality of life of persons with disabilities. Yet in developing countries, such studies are rare, with less than 20 percent of research on disability found in developing countries, despite the fact that about 80 percent of the world’s population of people with disabilities live in these countries. Additionally, those with disabilities remain trapped in the poverty cycle precisely as a result of the lack of effective policies and programs to develop their human capital and increase their access to basic facilities. Poverty-reduction strategies must be made disability-inclusive to mitigate poverty and reduce inequalities of opportunity and assets especially in the low- and middle-income countries. Since people with disabilities have traditionally been regarded as recipients of charity and not of investment, policies that invest in them are generally lacking. Particularly in developing countries, policies seeking to include people with disabilities in the country’s mainstream economic, social and development agenda are rare. Comprehensive social inclusion requires a multifaceted approach to policy and action in addition to a change in social attitudes and perceptions. Furthermore, equal opportunity and fair investment are crucial if these people are to enjoy their lives in the same way as their counterparts without disabilities. To bring this about, development efforts should be inclusive so as to enhance well-being for all members of society, with particular attention to poor, vulnerable and disadvantaged groups. The reality, however, is that, despite their importance, these issues tend not to be carefully considered in the face of limited resources coupled with biased preferences. The notion of inclusive development is still very much embryonic, with decision-makers holding the view that it is something to be striven for only when bread-and-butter issues have been addressed. Indeed, it is difficult to convince the leaders of developing countries to consider issues of inclusion when they believe that they have more visible problems at hand. However, there needs to be a greater awareness that development is more easily achieved when progress is made evenly by all members of the society and when a country efficiently utilizes its resources in a sustainable manner. 2. Some recommendations for data and statistics, monitoring and evaluation Ongoing data collection, management and monitoring demand the review, change and expansion so that they can exclusively cover disability. One of the major problems in conducting research on disability in developing countries is the lack of available data. WHO and the World Bank estimate that 15 percent of the world’s population has some kind of disability. However, data from most developing countries reflect a much lower level of disability. This can be attributed to several factors. Defining disability is a complex issue in general and more so in developing countries. Due to the ambiguity and debatable nature of disability and impairment, proper assessment of impairment is difficult. The governments of developing countries usually lack experts in disability issues who can provide clear guidance in designing surveys to comprehensively cover issues of disability and accurately capture people’s impairments and difficulties. There is thus a need to keep pushing for robust data collection as well as positive leadership to encourage governments and agencies to identify important issues of disability in the less-developed countries. Scholars and researchers in disability are rarely hired in the process of designing and implementing surveys by governments and international agencies. Thus, biases occur in survey design, and people with moderate impairments tend to be excluded as well. Disability-specific components are also not incorporated in questionnaires. Unless surveys are made disability-inclusive, it is unlikely that less biased statistics on disability will be obtained and the necessary research can be conducted. There is also a lack of consistency in the disability prevalence rate due to the lack of standardized measurement instruments and differences in conceptual definitions of disability among countries. If surveys are designed appropriately and disability-related components are included, more precise statistics on disability would be obtained. The advancement of empirical research in the field of disability will be impeded if we do not push forward in making data collection itself disability-inclusive. Additionally, there are problems in using disability in general research topics other than those which focus on disability issues. When disability-related components are not sufficiently covered in surveys, disability is often used as an excuse to justify why an individual cannot or should not gain access to social services such as education or health. Ongoing surveys and studies assume that the presence of impairment negatively impacts on human capital formation and disability is often used as a dependent variable to justify these claims. However, since information on disability is generally lacking, empirical research on disability, based on current surveys, is difficult to carry out. This dearth of credible data and empirical research accounts in part for why disability issues generally have a low priority in the development agenda within the policies of governments and international agencies. What I argue here is that it is of fundamental importance to ensure that surveys by governments or international agencies are made disability-inclusive. Governments and international agencies should therefore develop clear guidelines for data collection in which provisions for extensively obtaining disability-related information are specified. The hiring of researchers involved in disability who are more familiar with the context of low- to middle-income countries should be encouraged. As far as possible, nationally representative surveys supported by governments or international agencies should be made disability-inclusive. Disability-based organizations at the country level should also be consulted to obtain disability-related information while implementing local surveys. Additionally, during data collection, enumerators and survey collectors need to be well-trained and aware of issues relating to disability and impairments so that people with disabilities are no longer prevented from giving information on their impairments. 2.1 Collaboration between and among individuals, agencies and academic disciplines Another issue is the need of collaboration and cooperation between and among researchers, academic institutions and governments for the widening of research on disability beyond developed countries and beyond theoretical or qualitative studies. Research on disability today requires greater empirical weight and the promotion of a multifaceted research agenda. Disability issues are slowly gaining attention in various fields, but their incorporation into the agenda in development policies is still in its preliminary stages and demands immense political will for its implementation. Emphasizing the importance of collaboration between disability studies and economics, Matsui (2012) argues that despite disability studies being rich in content, they have not adequately reached mainstream economists and has therefore not sufficiently influenced economic policies. Another argument is that economists often do not attempt to understand disability and incorporate it into their economic analysis. There is a lack of collaboration between these disciplines, which is necessary for the creation of social and economic policies for people with disabilities that are based on principles of non-discrimination, equality and inclusion. Article 31 and 32 of the convention on the rights of persons with disabilities (CRPD) respectively emphasizes the need for data and statistics and international cooperation. So, agencies and researchers beyond disciplinary and geographical boundaries should come forward with joint and innovative work. Interdisciplinary research networks can help to support knowledge creation, sharing, translation and use among researchers, policymakers and practitioners on a global scale, as well as improving access to knowledge for those in developing countries. This encourages borderless dialogue and collaboration among researchers across academic institutions, think tanks and governments, and allows the sharing of useful findings and increases our awareness and understanding of the need for the social inclusion and economic independence of people with disabilities. Collaborative work among individuals, agencies and disciplines help reduce the lack of understanding of disability issues, expands on each discipline’s strengths and bridges the gap between disciplines. When strong and empirically founded studies and arguments for the inclusion of people with disabilities are made, governments can be better convinced to reflect this inclusion within their policies, to ensure that post-2015 development goals are made disability inclusive.