Final report: 14th June, 2002. Prepared for the World Bank
Gender, social inclusion and rural infrastructure services.

Summary:
There is now comprehensive evidence demonstrating gender differences in access to opportunities, resources and participation across the range of civic services and social and economic life chances. Women are weakly represented in decisionmaking, are disproprortionately burdened with task loads, have least mobility with which to access centralised services and have least access to decentralised services in both rural and urban locations. And the pattern is global. Women are socially excluded from their proportionate share of the health and wealth of their societies: including women in decisions about rural infrastructure services is a precondition to ensure scarce public resources positively affect the livelihood of poor people.

The focus on social inclusion draws attention to the need for active intervention in governance and social processes of resource allocation to rectify this inequity. The social inclusion discourse has developed in Europe, been widely incorporated in rural and resource planning within Europe and been imported by the development agencies and international institutions into their policy language. The consideration of gender, social inclusion and rural infrastructure services necessitates the identification of gender disparities in access to rural infrastructure services and the identification of the consequences of such disparities (poor health, poverty, crippling task loads, time poverty, agricutural impoverishment, accommodation insecurity); it also necessitates the identification of points of intervention and of good project, program and policy practice for rectifying and correcting disparities which have negative social and economic effects.

'Exclusion' and 'inclusion' focus on participation and the extension of participation as a necessary component of the attack on poverty. The application of this largely European framework in the developing world has resulted in a beneficial extension and transformation of the understanding of participation and a new concept of participation - participant management - has emerged in locations such as Brazil and South Africa.

Discussions of what indicators precisely capture 'social exclusion' are absent from the literature (and indeed as social exclusion is a relational concept we might reasonably expect these indicators to vary from political context to political context), however, in respect of gender, social inclusion and rural infrastructure services, gender responsive budget analysis would provide us with an important universal tool.

Finally, the two countries evidencing rapid movement in the development of participant management - Brazil and South Africa - both demonstrate low income use of information communications technology: the time has come to consider information communications technology as a fundamental part of rural infrastructure and to think in terms of unmet information and participation needs in a manner parallel to contraception or highway development or universal education. Developments in information technology can be utilised to reduce rural social exclusion across a range of activities: hand held, solar powered, satellite linked technologies can perform a range of functions from information provision on market prices for small farmers to the calling of emergency medical assistance to environmental management.

Power point presentation: http://www.geocities.com/transport_and_society/rural.ppt

Issue note:

Introduction
The issue of gender, social inclusion and rural infrastructure services has many aspects. The recorded differentials in men and women's experience of rural life and living are in abundance and across the range of survival activities with women almost universally enjoying the poorer menu. Women are socially excluded across the full range of social, economic and political opportunities if social exclusion is viewed as substantially weaker access than their counterpart men. Exclusion from each set and sector of activities has consequences for their participation in another. Exclusion from education has its consequences for participation in governance and decision making - and simultaneously exclusion from participation in governance has consequences for the full participation of women in the education sector. Exclusion from education and governance perpetuates gender roles which result in women bearing the brunt of inadequate rural infrastructure: women's time and labour are routinely used in the developing world as substitutes for infrastructural provision which is standard elsewhere. The consequences is that women's time is directed into survival activities which have a low productive value within cash economies. Improving rural infrastructure can, if correctly implemented, free up women's time for more productive activities.

The interaction between the various dimensions of social exclusion requires 'joined up' policies of intervention for the resolution of such inequities - social inclusion requires coordinated intervention across the gamut of domains in which social exclusion exists. Two key policies seem to be worth our attention in beginning to address social inclusion in the rural sector: gender responsive budget analysis and participant management in the context of transparent governance. Gender responsive budget analysis provides a check or overview of the allocation of resources by policy makers and other key institutional actors and agencies and so provides an indicator of policy attention to the reduction of social exclusion in respect of women: participant management ensures that women have appropriate decision making roles in respect of the resources allocated to the reduction of their social exclusion. Precisely which projects are required in any particular location is a consequence of contextual factors but the policy requirements for gender responsive budget analysis and participant management are universal.

Topics:
Within the context sketched above this issue note addresses the following topics -

Before moving to a discussion of each of these topics in turn, a brief discussion of the terms 'gender', 'social inclusion' and 'rural infrastructure services' is given below.

Gender:
'Gender' is a concept which addresses systematic socially constructed differences in life chances and life conditions of women and men.

Social exclusion and social inclusion:
The literature on social exclusion and social inclusion is a recent development and has been generated mainly in the context of the developed world ( Definition of social inclusion for librarians http://www.la-hq.org.uk/groups/csg/si/si.html ). It addresses deep differences and persisting inequalities in the civic, social, political, economic and health experience of the citizens within developed countries, most particularly Europe. The social exclusion/inclusion discussion is useful in that it does not simply focus upon the observed patterns of difference between social categories but it attends to the social processes of decision making and participation and exclusion from these processes and the role of such exclusion in entrenching divisions. Out of a debate developed in Europe in the context of the attack on poverty within Europe through European Structural funds has come a substantial discourse on social exclusion and social inclusion and extended participation. The relational language of social exclusion has been imported into the global development discourse on poverty and from other locations outside of Europe new terms and practices have married with social inclusion and social exclusion terminology and produced projects, programs and discourses which focus on participant management such as in Brazil and South Africa. Redressing exclusion and promoting inclusion is necessarily about extending participation and moving beyond the view of the poor or disadvantaged or deprived as a client for services - it is about the active involvement of all users of all resources in the decision making process.

Rural infrastructure services:
The time has come to rethink rural infrastructure services - and to factor in access to information and communications technology. Rural infrastructure services can not simply be about village level infrastructure. And the evidence is that in many locations such a rethinking has begun - for example, Brazil and South Africa. Historically, physical transport and communications were poor in rural locations as compared with their urban counterparts. Colonial relationships of extraction left many developing countries with inefficient and highly imbalanced transport and communication structures - fast transport corridors were tied to extractive industries such as mining or export crops with little focus being placed on developing nationally equitable transport and communications structures post decolonisation. Providing modern transport and communication structures in the post colonial period was an expensive undertaking with the consequence that many locations in Africa are poorly served in terms of motorised transport and electrical provision. The prospects of solar power and hand held, satellite linked, digital technologies open up new rural infrastructure services which can assist the disadvantaged of remote locations to enter and benefit from the modern ICT (Information communications technology) world. Through such technologies information can be obtained on market prices which assist small farmers in bargaining for the right price for their crops, medical assistance can be summoned in times of crisis, better banking and credit arrangements can be organised (both the Grameen bank in Bangladesh and the Self Employed Women's Association in Gujarat, India, have begun to make use of these technologies in reducing the social exclusion of women).

Topic 1.Time:

As research in Bangladesh - http://www.foundation.novartis.com/social_development/women_development.htm - has revealed, time pressures play an important role in intensifying women's institutional powerlessness. Low status is typically coupled with a heavy task burden and this heavy task burden reduces the energy and time available to the individual woman or communities of women for challenging the existing distribution of respect, reward and resources. Protocols and procedures are required for ensuring that women are enabled to 'make time' for participation in project management and decisionmaking: India's legislation -http://www.kas.de/publikationen/2001/frauen/raman.pdf - requiring quotas of female village political representatives appears to be one such successful innovation. In the context of time, poor rural infrastructure increases women's task burden and improvements in rural infrastructure can bring time benefits to women in terms of labour saving technologies. It is, however, important to ensure that the time so released is not simply directed into yet another type of low status, time hungry task performance -http://www.unrisd.org/engindex/publ/news/18eng/jackson.htm. The poor quality of data available in respect of gender and time budgets in developing countries is still a topic of considerable discussion - http://www.ifpri.cgiar.org/themes/mp17/gender/news5-1/news51d.htm

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Topic 2.Transport:

Poor transport intensifies the task burdens of women and the impact of poor transport in a context of centralised resources further intensifies task burdens and time poverty. This is particularly the case where women are themselves forms of transport headloading fuel, water, agricultural produce and household goods in the absence of access to other forms of transport. The price of poor access and poor rural infrastructure including transport is wasted time as the ILO has noted http://www.ilo.org/public/english/employment/recon/eiip/publ/1998/ratp3/. Accessibility planning is key in undertaking the reduction of gender based social exclusion in rural locations in developing countries. The provision of roads where local communities neither have resources to maintain the road not have the necessary income to travel on motorised vehicles is problematic. Road building must be matched by measures which enable the vulnerable to make use of such facilities before it can be viewed as a social inclusion measure: historically this condition has not been well met. The development of new fleet management technologies combined with information communication technologies open up the prospect of new forms of transport organisation in additional to conventional transport markets such as community transport and demand responsive transport. The new technologies enable a pooling of resources amongst a wider set of communities in the joint operation of a vehicle or vehicles and enables the multi-use of public service vehicles.

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Topic 3.Health:

Gender, health and poverty are strongly interconnected and there is a strong rural dimension but according to WHO - http://www.who.int/inf-fs/en/fact251.html - the appropriate detailed studies and data collection of rural women's health circumstances have not been undertaken. Maternal mortality and infant mortality statistics need to be collected and examined in relation to the level of rural infrastructural services present. Accessibility planning and mobility planning in respect of women's special health needs associated with their reproductive function needs to be undertaken: identification of the gender and household resource constraints, such as taboos and cultural customs, which prevent women accessing health facilities or place women in specific health danger in any particular location needs to be undertaken and a comprehensive data mapping of such patterns needs to be developed. As women have particular health needs examining the proportion of health budgets spent on childbirth and female related diseases will provide an early indicator as to whether women have been adequately included or participate in rural health services - gender responsive budget analysis can provide a very useful tool in this sector of rural activity.

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Topic 4.Water access and management:

In contexts where pipeborne water is not present and indeed even where pipe borne wate is present but is not available through a domestic tap, women play a crucial role in collecting water and organising household water use. Historically, international agencies and government planners did not involve women in the designing, planning and determining the location of water facilities. At best, planners would identify local patterns of use of water and 'benignly' plan for those patterns: women's needs could be factored in this way but more typically they were not. There has been a major swing within the international agencies (following along the lines outlined by member-based NGOs such as SEWA)and in many water planning agencies and women have now begun to be represented on water user committees http://lnweb28.worldbank.org/oed/oeddoclib.nsf/DocUNIDViewForJavaSearch/06CAE6610D9F4C5585256B81007B1786/$file/215_Rural_Water.pdf. This movement towards women's presence on user committees and the involvement of user committees in the planning process is linked to the current policy perspective on the local development of social capital, however, there are still many locations where project plans call for the full participation of women on user committees but these goals remain unmet http://www.fao.org/FOCUS/E/Women/Water-e.htm.

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Topic 5.Pipe borne services and electrification:

Gender and energy policy has developed as a specific concern in South Africa http://www.sustdev.org/journals/edition.04/download/ed4.pdfs/sdi4_53.pdf - a developing country which has also adopted a social inclusion policy approach in respect of gender. In the absence of physical infrastructure, such as pipeborne water and electrification the tasks performed by pipes and wires in the developed world are performed by women and girl children - they become the living infrastructure. They carry water and fuel to the home and take the excrement and rubbish away with a crossing of 'clean' and 'dirty' functions - cooking food on animal excrement or preparing food after disposing of garbage. Within a gender and energy framework, opportunities exist to consider the development of solar power technologies: historically developed countries with high quality electrification had little need to focus on the development of solar power and the south had few resources with which to develop solar designs for low income use, however, recent patterns of outage in the developed countries may open a design window in respect of standby solar systems which could be useful in developing countries. Approaches to rural service provision and to the development of alternative technologies appropriate for rural use have been largely ungendered in their analysis http://www.ifz.tu-graz.ac.at/sumacad/sa00_southwell.pdf: approaching the development of solar power technologies from a gendered perspective, accessibilities are greatly increased to a range of services including information exchange.

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Topic 6.Secure accommodation:

The discussion of rural infrastructure services should encompass secure accommodation for women. Social traditions around marriage and widowhood often leave elderly rural women in inadequate accommodation (http://www.foundation.novartis.com/social_development/women_development.htm), a situation which intensifies the negative stereotyping of these women by communities (with the imposition of labels such as 'witch' in some contexts) and increases their social exclusion. Women's weak property rights clearly play their part in such social processes and the development of institutional support for those in crisis as well as the reform of property rights and rural customs around property rights is critical. Designing development projects so that older women are routinely built in as an active element of membership will enhance the security of accommodation of this very vulnerable social category. To give an indication of how gender and secure accommodation might feature as a key rural infrastructure service, the Grameen Bank has enabled the development of 448,031 rural homes across its life time through its loan activities to women rural dwellers.

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Topic 7.Social security:

Rural access to social security is very limited as access to social security frequently relies on employment in the formal sector. This raises the issue of the need to develop alternative forms of social security http://meltingpot.fortunecity.com/lebanon/254/kasenta2.htm. The formation of credit unions and cooperatives clearly has a role to play in such circumstances.

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Topic 8.Banking and credit:

The role of access to credit and banking facilities in reducing the social exclusion of women in rural areas is already evident. The success of the Self Employed Women's Association of Gujarat (SEWA http://www.sewa.org) and the Grameen Bank of Bangladesh (http://www.grameen.org) in organising women in rural areas into sustainable banking and credit social movements has received widespread acknowledgement. Access to credit and banking facilities creates a virtuous cycle in which women can increase their participation and control over other areas of decision making and resource allocation ( http://www.gdrc.org/icm/grieco.html). Developing banking and credit structures in contexts where women have weak property rights requires careful attention in the design of protocols and procedures for borrowing, lending and account keeping. The importance of member based organisations in which women are decision takers and decision makers and not just simply clients or customers is apparent.

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Topic 9.Access to agricultural extension activities and resources:

The importance of building in gender access to extension activities and resources has gained recognition though changes in the practice of international institutions and governments still lag behind the winning of the conceptual battle. Women's lack of formal education has often disadvantaged them in being incorporated or included in extension activities, however, there is an increasing recognition that harnessing and building on informal educational opportunities and methods of approach can break the vicious spiral http://www.fao.org/DOCREP/V5406e/v5406e03.htm. It is important that women's lack of education is not used as a criteria by which they are barred from holding office or participating in decision making: the focus must be on providing training inside the participation fence http://www.usaid.gov/wid/pubs/it01.htm. In the context where female extension officers are in short supply, new information technologies can be used to amplify and further diffuse extension knowledge and such technologies also permit of interactivity between rural women and extension agencies - the Grameen field phone (http://www.apnic.net/mailing-lists/s-asia-it/archive/2000/03/msg00033.html) provides an example of such a development

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Topic 10.Education

The importance of girls' education to the development agenda has now received widespread recognition. However, there are many rural contexts where the labour of girls is vital to household survival and this requires that educational provision be made in a different form to that provided in developed countries. Schools which operate outside of working hours, or school sessions which are harvest sensitive need consideration under rural infrastructure services. Equally important is the need to ensure the adoption of life long learning approaches which provide for adult literacy training http://www.fao.org/DOCREP/V5406e/v5406e03.htm. Ensuring that village school buildings are flexibly utilised to the benefit of whole communities and most particularly to the benefit of women is crucial. Water committees have become a favoured decision making form: local involvement in the operation of school buildings and education could have similar benefits.

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Topic 11.Gender responsive budget analysis

Gender responsive budget analysis is a key tool in ensuring that women's participation in the new model of governance - participation management - is adequately resourced. Gender responsive budget analysis requires the routine collection of information by gender and the identification of gender differences in terms of the access to a range of resources http://www.unifem.undp.org/gender_budgets/

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Topic 12.Access to information and communications technology:

Within the developed world, there has been a major discussion of the benefits that the new information communication technologies can bring rural areas - the death of distance - and of the danger of new information technology bypassing rural communities unless there is direct policy intervention. There is a recognition that new information communication technologies will strengthen urban bias unless effective intervention takes place. There is a growing and parallel discussion in the developing world and it is a discussion in which gender is a central theme http://www.unifem.undp.org/pap_itu.htm; http://www.undp.org/info21/text/bg/b-dary.html. The development of rural information technology infrastructure services in India (http://www.mssrf.org/informationvillage/assessment.htm ) provides a useful example of current policy trends. In a group of six villages in Pondicherry in South India, a

The Pondicherry model, like the Grameen Bank's fieldphone for women, creates new expectations in respect of the composition of rural infrastructure services and delivery.

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Topic 13.Decision making and participation.

There is widespread recognition that development project, programs and policies should now be developed within a framework which involves the end users as participants and holders of civic rights rather than simply as client or customers. The focus is on participant management http://www.bestpractices.org/cgi-bin/bp98.cgi?cmd=detail&id=14702 and member based organisations as the best organising structures for rural infrastructure service development. There is concern expressed in the literature that such a movement to participant management should not be a mechanism for shifting costs and responsibilities onto the poorest and most vulnerable but that it should be a progressive step. Gender responsive budget analysis is an important instrument in ensuring that participant management is adequately resourced to meet gender equity goals; in addition, a gender audit of 'voice' is necessary to ensure that women are active decision makers and not simply passive members in participant management structures (http://www.geocities.com/transport_research/trbgen.htm).

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Conclusion: the need for a well resourced, multi-dimensional, participant management approach.

The reduction of gender exclusion in respect of rural infrastructure access and provision requires adequate financing. Invoking participatory approaches and attempting to alter social bargaining and social capital structures in the absence of adequate resources for institutional change can result in a greater burden being placed upon women.

Local ownership of infrastructure requires that the resources for its maintenance be locally present or accessible to local institutions through the transfer in of resources from better resourced external institutions or agencies of government. In this respect, gender responsive budget analysis of the policies, programmes and projects of large institutional actors and agencies is critical. Extending participation of the socially excluded necessarily involves expanding the endowment from which they commence participation and bargaining and such expansions in endowment require greater routinisation if change is to be accomplished: gender responsive budgetary analysis provides a tool that can result in the more routine allocation of equitable resources in respect of gender and which marries with the vision of participant management and local ownership now alive in the policy literature.

Relevant Powerpoints on the web:

World Bank:

Key readings:

Annotated bibliography:

Website links:

Gender guidelines on service delivery:

http://www.ausaid.gov.au/publications/pdf/gender_guidelines_water.pdf - Gender guide lines (Australian Aid): water supply and sanitation

http://www.ilo.org/public/english/employment/recon/eiip/asist/sectoral.htm Sectoral programmes (ASIST, ILO)- overview of rural infrastructure issues

http://www.undp.org.np/pub/gender/refguide/gendr-ch02.htm Gender guidelines for project cycle management - UNDP

Gender policy tools:

http://www.unifem.undp.org/gender_budgets/Gender responsive budget analysis - UNIFEM

http://www.acdi-cida.gc.ca/cida_ind.nsf/8949395286e4d3a58525641300568be1/7b5da002feaec07c8525695d0074a824?OpenDocument Gender responsive indicators -CIDA

Best practices:

http://www.apnic.net/mailing-lists/s-asia-it/archive/2000/03/msg00033.html Grameen field phone - an evaluation.

http://www.unescobkk.org/education/appeal/clc/pdf/effective/MALAYSIA.pdf Rural vision movement of Malaysia

http://www.unesco.org/most/povhome.htm Poverty and social exclusion - MOST clearing house

http://www.unesco.org/most/africa1.htmGauteng Community Information Initiative - South Africa

http://www.bestpractices.org/cgi-bin/bp98.cgi?cmd=detail&id=14702Brazil - decentralised decisionmaking and participant management

http://www.bestpractices.org/cgi-bin/bp98.cgi?cmd=detail&id=9826 Nepal - Women's Empowerment Program - village banking and literacy

http://www.worldbank.org/gender/projects_programs/opera/41150s.htmVillage infrastructure project- World Bank, Ghana

http://www.dse.de/ef/poverty/bhatt.htmNotes on poverty reduction from the organiser of the Self Employed Women's Association (SEWA), Gujarat

http://www-wds.worldbank.org/servlet/WDSServlet?pcont=details&eid=000094946_00 121301483084 Toolkit on gender in water and sanitation- World Bank

http://www.lboro.ac.uk/departments/cv/wedc/papers/23/grouph/lakule.pdf Water and sanitation - gender perspective. Tanzania

The contemporary context of rural gender exclusion

http://meltingpot.fortunecity.com/lebanon/254/kasenta2.htmGender and social security systems in Africa

http://www.usaid.gov/wid/pubs/it01.htm Gender and information technology - USAID

http://wbln1018.worldbank.org/sar/sa.nsf/a22044d0c4877a3e852567de0052e0fa/f5ce686a0160234f8525687b0062dd8e?OpenDocument Water and work for India's poorest region

http://www.fao.org/FOCUS/E/Women/Water-e.htm Women and water

http://www.iadb.org/exr/doc98/apr/ec1373e.pdf Social investment loan to Ecuador - Note: uses language of social inclusion but weak on gender

http://www.uncdf.org/projects/eval/vie95c01-midterm.html Village infrastructure projects Vietnam- participatory planning and under-representation of women

http://www.ausaid.gov.au/keyaid/infra.cfmInfrastructure and poverty reduction - AUSAID

http://www.ids.ac.uk/cgap/poverty/target/geographic.htmlMicrofinance and geographic targetting

http://www.gdrc.org/icm/grieco.htmlMeeting the moment: Microfinance and the social exclusion agenda.

Conceptual literature:

http://www.adb.org/documents/books/social_exclusion/Social_exclusion.pdf Social Exclusion: Concept, Application, and Scrutiny, Amartya Sen (PDF)

http://www.dse.de/ef/poverty/contents.htmVilla Borsig Workshop Series 1999 Inclusion, Justice, and Poverty Reduction - DSE

Social inclusion and rural infrastructure programs in the developed world

http://www.mluri.sari.ac.uk/rdi/Scotland - Rural Data Infrastructure Project - Macaulay Institute

http://www.reeusda.gov/fra/fundrfa.htmRural Information Infrastructure Program - USA

http://www.cpa.ie/news/html/n45957544,25,5,1999.htmlIreland, social inclusion and rural services in context of european structural funds

http://www.istoselides.gr/world/print.php?sid=89 Greek document on social exclusion and operation of structural funds

Resource persons, agencies and institutions:

Transport, social inclusion and road user charging

Transport, social inclusion and road user charging - gender, ethnicity and life cycle issuesFiona Raje, Transport Studies Unit, University of Oxford

Courses and training programs

Social exclusion and social security in the developing world, ISS, the Netherlands http://www.iss.nl/pdfs/D2002_4.pdf

Prepared by Margaret Grieco, Professor of Transport and Society, Napier University, Edinburgh EH10 5BR