Inclusive Data Management System Guidebook by Center for Disaster Preparedness

Inclusive Data Management System A GUIDE TO DISABILITY-INCLUSIVE AND DATA-DRIVEN LOCAL GOVERNMENT PLANNING

ON THE COVER: Brgy. Kagawad Jesebel Ocoy of Brgy. San Jose in Bislig City presents pivot tables and charts they created using actual data collected from the pilot testing of the IDMS tool. Inclusive Data Management System: A Guide to Disability-Inclusive and Data-Driven Local Government Planning © 2021 by Center for Disaster Preparedness Foundation, Inc. is licensed under Attribution-NonCommercial 4.0 International. To view a copy of this license, visit http://creativecommons.org/ licenses/by-nc/4.0/ Authors: Michael Vincent Mercado and Sheena Opulencia-Calub Researchers: Elyse Rafaela Conde, Marjorie Reubal, Edgar Lascano, and Jelyne Gealone Published by: Center for Disaster Preparedness Foundation, Inc. Address: B31 L19 A Bonifacio St., New Capitol Estates I, Batasan Hills, Quezon City, Philippines For more information please contact inquire@cdp.org.ph

Acknowledgments

his guide to disability-inclusive and datadriven government planning is dedicated to all persons with disabilities, organizations of persons with disabilities, local government units, civil society organizations, and government agencies that actively participated in the consultations we’ve conducted in four cities across the country. Your comments, suggestions, and recommendations shaped the data collection tool which we’ve primariy use for this IDMS pilot implementation. Our utmost gratitude to the Voice Philippines for their support, without whom this project and guidebook would not have been possible. Special mention to all the members of Las Piñas Persons with Disability Federation, Inc., led by Ms. Ana Fe Maravillas, and Loving Presence Foundation, Inc. (LPFI) in Bislig City, led by Ms. Elsie Bayonla, for their invaluable support, guidance, and tireless commitment to persons with disability in the communities they serve. Your warmest welcome and ownership of this project inspired us to continue capture all our learnings from our shared field experiences in your communities. It is an immense privilege to now be able to present them in the most useful and meaningful way to other organizations that hope to collect accurate and high-quality data. We hope that they find value in this book and the online training videos that come with it. We too recognize the brilliance and creativity of our collaborators in producing this guidebook and the training videos: Lorna P. Victoria, Clare

Salvador, Christine Derafera, Mayfourth Luneta, Steven Paul Evangelio, Nonilon Abao, Jamme Robles, Brian Sulicipan, Janine Maniego, Noah Loyola, and Cheryl Tagyamon. We’d also like to thank the National Council on Disability Affairs (NCDA), the Office of Civil Defense, the Bureau of Local Government Development (BLGD) of the Department of the Interior and Local Government, and the Office of Civil Defense for the guidance and helpful inputs to our implementation of the project. We express our indebtedness to the City Governments of Las Piñas and Bislig City, the officials and the people of Barangay Zapote and Ilaya in Las Piñas City, and San Jose and San Roque in Bislig City. Our biggest thanks to Crispy Salilin, Danniel Pagaran, Emelie Casulocan, Grace Guillena, Helbert Casil, Hydie Anne Avila, Jean Modesto, Joan Gumpay, Julius Dave Tecson, Mark Benjie Porras, Meldrin Cordova, Rudy Jed Pomoy, and Teresita Placer from Bislig City; and Adela Yepes, John Lester Pusing, Josie Llarenas, Kathleen Elbo, Kenny Rey Gacosta, Leah Mae Tomazar, Marialie Gabriel, Maribeth Veluz, Mylene Loza, Rosita Batitis including Epifania De Guia, Gilda Delgado, and Almario De Guia from Las Piñas City, who all worked tirelessly in collecting data and generously poured in their ideas and recommendations in our collective attempt to gather an accurate data so that the disability sector may have a fighting chance to be recognized, counted, and be accounted for.

Contents Foreword

Training enumerators for data gathering

Criteria for selecting enumerators

Reminders for enumerators

Sample Training Design

Reminders on mobile devices for use in data collection 4

Guide for Disability-Inclusive CBDRRM

The Twin Track Approach

Introduction to KoboToolbox 5

Data Management & Analysis

What is KoboToolbox?

Why KoboToolbox?

Who should be the caretaker of the KoboToolbox account?

Advantages and Disadvantages of using KoboToolbox

Overview of the IDMS 1 Why the need for IDMS?

Policies that support IDMS 2 Using the IDMS Guidebook

How to use the KoboToolbox? 7 Steps in KoboCollect Installation

Collecting the data and saving the form 13 Disability-inclusive data collection tool 15 IDMS Tool: Full List of Questions 17 The Washing Group Questions 19 Using WGQs to identify people with disability

Categorizing disability

Collaborating in a data collection project 28 Managing the data on your KoboToolbox account

Data Analysis and Interpretation

Why we need data?

Guide to Data Analysis

Generating a summary sheet

Steps on using Microsoft Excel in data management and analysis

Preparing the Data

Creating Pivot Tables

Types of Data

Sample Local DRRM Plan Outline vis-à-vis Indicators from the IDMS Tool

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Creating Charts & Graphs

Different chart types and when to use them

Examples of Charts and Graphs

Analyzing the IDMS Data

Analyzing data from WGQs

Interpreting IDMS Data for Planning

Making the Barangay Disaster Risk Reduction and Management Plan (BDRRMP) disability-inclusive 59 Outline of Barangay DRRM Plans

The BDRRMP Quality Assessment Tool

Recommendations for improvement of the plan

Conclusion

Annexes

IDMS and COVID-19

Online survey results

Lessons learned

Sample PPAs per thematic area

How to use the Problem-Solution Matrix 54

Preparedness

Barangay Development Investment Program (BDIP)

Prevention and Mitigation

Annual Investment Program (AIP)

Budget Preparation

Preparing for Data Collection

Inclusive and participatory data analysis

Inclusive Planning & Budgeting

The Barangay Development Plan

Inclusive Planning at the barangay level

Accreditation of community-based people’s organization

Organizing the BDC-TWG

Response 79 Recovery and Rehabilitation

Foreword

or more than two years, the Inclusive Data Management System project has been promoting inclusion of persons with disabilities in planning, budgeting, and other development processes of local government and agencies in disaster risk reduction and management. This is CDP’s contribution to mainstreaming disability-inclusion and making disability visible. We all know that this journey is not easy. It is also not too difficult if the stakeholders and actors in this important agenda concern have determination and conviction. It is our duty as a nation to promote inclusion and break down the barriers that remain – in hearts, in minds, in habits and in policies. Inclusion of people with disabilities cannot and should not be

an afterthought. It demands intentionality. From invisibility, the path forward is mainstreaming; and in mainstreaming disability inclusion, the critical factor and most important is data collection and systematization into a system. This is the very reason for this project. And we will learn from the experience on this inclusive data management system. As stakeholders in disability inclusion, it spells the difference if we continue to foster a culture where individuals are supported and accepted for who they are, without fear of discrimination based on disability.

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The common notion when conversing and tackling about disability inclusion is the lack of disability data and this is attributed to the failure of development actors to proactively plan for inclusion of people with disabilities in their programming. But this is an incorrect assumption. There is now a growing amount of disability data available. However, disability is an extremely complex phenomenon, with disability definitions vary across contexts including variations in methodologies to measure it. As such, it is not comprehensive, often low quality and lacks comparability. To date, the need for comprehensive, high quality disability data is an urgent priority that could bring together a good number of disability actors with concerted response. Claiming disability and being visible about it challenges what we all think of, when disability comes to our mind. It is important that we understand: disability visibility matters. Why does it matter? 1. Being visible, adds to the much-needed representation. For persons with disabilities, some of them understood that being disabled persons, they have limits that are different from their abled peers, and that is part of their reality. By coming out as disabled persons, they are making disability as part of who they are and offering themselves as a member of the persons with disabilities community. They are claiming that they want safe spaces for their community, and they can serve as resource of their community.

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2. Being visible makes it safer for others to be visible as well. Disability is far more nuanced and complicated than many people may think. Their experiences differ and not identical in any way. As being visible matters, the more visibility makes it safer for other disabled persons to become visible. As was shared by one person with disability – she felt safer because she could form a sense of community and belonging around being disabled. 3. It makes disability a political and personal identity to be proud of. Let us remember that our identities shape us, and disability, on the other hand, is something to be proud of and embrace as an identity. 4. Lastly, it challenges what people expect when they think of disability. Even for some of those who have been disabled their entire life did not use a word to describe themselves. Claiming disability and being visible about it, challenges what we all think of when we think of disability. In the words of one person with disability: ‘If my visibility offers just one person a new point of view on the disabled experience, whether they’re learning something new or seeing themselves reflected for the first time, then, my efforts have been worth it.’

We all need to help with disability visibility and evidence-based data on people with disabilities at the national and global levels is very important, to identify the challenges they face. Through this, policy-makers can be supported to address gaps and amend policies and regulations to ensure disability inclusion and mainstreaming. Ultimately, the very core message of the disability data issue is the fact that persons with disabilities are being left behind across key indicators in the majority of countries. Persons with disabilities are central to achieving the global community’s commitment to ‘leave no one behind’, along with policy-makers, fellow civil society organizations and together, need to ensure that disability inclusion is at the forefront of policy implementation and program with disaggregation of data by disability as essential tool to monitor and evaluate change. Let’s all promote disability visibility relentlessly so that we can achieve ‘no one is left behind’. Padayon and mabuhay!

Loreine B. Dela Cruz Executive Director Center for Disaster Preparedness

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Overview of the IDMS

“W

ithout accurate data, the sector cannot be recognized, counted, and accounted for.”

Collecting accurate data of persons with disabilities is an important step towards more inclusive projects and programs especially in local government units. Undertaking steps for the sector to be seen, heard, included, and empowered such as generating disaggregated data was one of the highlights of the National Conference on Disability-Inclusive Disaster Risk Reduction and Management or NatCon in Cebu City in 2017. The IDMS or Inclusive Data Management System for Persons with Disabilities is a system for collecting and analyzing data of persons with disabilities to involve them in the planning, budgeting, and other development processes of local governments and agencies, specifically, in the Local or Barangay Disaster Risk Reduction and Management Plan. It was supported by Voice Philippines and fully launched in September 2018. The Center for Disaster Preparedness (CDP) piloted the IDMS Project in the cities of Las Pinas and Bislig from September 2018 - March 2021.

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Why the need for IDMS? All plans — local and national — should adhere to fundamental laws of the land. In particular, the 1987 Constitution provides important mandates from which these plans, public policies, and actions must be based on: • The State shall adopt an integrated

and comprehensive approach to health development which shall endeavor to make essential goods, health, and other social services available to all the people at affordable cost. There shall be priority for the needs of the underprivileged, sick, elderly, disabled, women, and children. The State shall endeavor to provide free medical care to paupers (Sec. 11, Art XIII, 1987 Constitution)

• The State shall establish a special

agency for disabled persons for their rehabilitation, self-development, and self-reliance, and their integration into the mainstream of society (Sec 13, Art. XIII, 1987 Constitution)

Though the sections mentioned were under Health of the Article XIII, accurate data on persons with disability could help the national government and local government units, in a more effective formulation and management of programs for members of the sector.

Policies that support IDMS Other sections of the Constitution also point out the responsibility of the state to guarantee active participation of the sector. These include the Section 2 of Article V on Suffrage calls on the Congress to “design a procedure for the disabled and illiterates to vote without the assistance of other persons”; and Section 2 of Article XIV on Education, Science and Technology, Arts, Culture and Sports that requires the State to “provide adult citizens, the disabled, and out- of- school youth with training in civics, vocational efficiency and other skills.” Moreover, the Philippine Disaster Risk Reduction and Management Act of 2010 (RA 10121) stipulates that it is the policy of the state to “develop and strengthen the capacities of vulnerable and marginalized groups to mitigate, prepare for, respond to, and recover from the effects of disasters (Letter “n” of the Sec. 2 of State Policies).”

It also defined vulnerable and marginalized groups as those that “face higher exposure to disaster risk and poverty including, but not limited to, women, children, elderly, differently-abled people, and ethnic minorities (Letter “oo”, Sec. 3 of the Definition of Terms). As such, the National DRRM Law acknowledges persons with disability as active players and contributors in resilience building. The Magna Carta for Persons with Disability (RA 7277) has been the most important legal basis for persons with disability in the country, as it provides a clear and comprehensive input on the rights and privileges of persons with disability. There are also existing legal instruments focused on accessibility (Batas Pambansa 344), institutional mechanism for persons with disability programs and services (RA 10070), incentives (RA 9442), and economic independence through employment and opportunities (RA 10524; EO 417). The RA 7277 has been adopted to ensure their rehabilitation, self-development, and self-reliance, thereby achieving the necessary skills and capabilities to take an active part in their community.

IDMS GUIDEBOOK

Despite existing laws and policies that respect, protect, and fulfill the rights of people with disabilities in the country, as well as the national declaration of the ‘Decade of Persons with Disabilities’ from 2013 to 2022, the disability sector is largely ignored when it comes to making decisions that affect their lives. Hence, contributions must be made in strengthening the sector and engaging the state to create channels, adhere to practices that build inherent and emerging sector capacities, and enable meaningful engagement in order to raise voices and be heard. This user-friendly manual is designed for local government units to help them include people with disabilities in their decision-making, planning, and budgeting, particularly in disaster risk reduction and management (DRRM). IDMS aims to increase the capacity of local governments to capture specific information on persons with disabilities in their localities by collecting and recording information on disability and DRRM through the use of KoboCollect, an integrated set of tools for building forms and collecting interview responses. The IDMS used the Washington Group of Short Set of Questions on Disability to identify persons with disabilities while gathering their relevant information, needs, vulnerabilities, and capacities before, during, and after disaster 3

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events. Ultimately, the main output of the project is the establishment of a comprehensive data management system for persons with disabilities at the municipal or city level.

Using the IDMS Guidebook This guidebook is intended for organizations, local government units, government agencies, and other development actors in capturing specific and accurate data about persons with disabilities. It is best used in conjunction with the IDMS Online Course available at the CDP website: https://www.cdp.org.ph/online-courses. The online course features videos that guide learners on how to navigate the different tools, platforms, and programs that are used in the IDMS. Needless to say, you may pause, repeat, and skip parts within the videos or sessions to maximize learning. Download the IDMS Resource Materials through: http://bit.ly/idmsmaterials so you can easily follow the online lessons. It contains helpful files such as the Primer on Barangay Development Planning, IDMS Tool, Lahat Handa Training Manual, sample exercises, pivot tables, charts, and IDMS reports, Quality Assessment Tool, Barangay DRRM Plan Template, and other relevant materials and references to help you better understand how IDMS works.

To get started, we’ll look at the manpower, equipment, tools, and skills needed to implement IDMS: • Android devices: Smart phones or tablets where the KoboCollect app will be installed. These must be made available to enumerators who will conduct the data collection in the barangay. • Enumerators: The people who are expected to do house-to-house data collection. Enumerators need to be properly trained before they go out for fieldwork. • Caretakers: Barangay and local government units must delegate officers who will create, monitor, manage, and analyze the data using both KoboToolbox and Microsoft Excel. • Laptop/Desktop: All offices, organizations, agencies involved in a data collection project in IDMS must have a computer with Microsoft Excel and internet connection. This is required in the storage, management, visualization, and analysis of IDMS data. • Planning templates and people’s participation: The issues, needs, and concerns that are reflected in the IDMS data must be addressed, included, and provided with budget in the plans that the barangay and LGUs are mandated to submit. Organizations of persons with disabilities (OPDs), communitybased organizations (CBOs) or people’s organizations (POs) that are present in the barangay can help identify the problems that must be given priority and the measures that could be done to confront such problems.

Reminders on mobile devices for use in data collection KoboToobox is the main platform and tool that was used in the development and design of the IDMS. As such, its main data collection app, the KoboCollect, will be the focus of this guidebook. KoBoCollect is available on any android device, whether tablet or phone, as long as they run Android 2.1 or higher. Said version was released on January 2010. Web forms, however, will run on any device, including Apple iOS devices, PC, or Mac. Recommending devices for field data collection is difficult due to the large number of available devices, each with different features and advantages. When choosing a device you need to weigh the importance of: • • • •

Screen quality Durability Battery capacity Camera (Do you need front-facing, backfacing, or both?) • Internal storage and memory • Internal sensors (GPS, movement), connectivity options (WiFi, cellular, BlueTooth), • Accessibility features such as voice over, text-to-speech, dictation, etc. It is best if the mobile device has higher RAM (above 64mb) and memory storage (minimum of 32gb).

IDMS GUIDEBOOK

Introduction to KoboToolbox What is KoboToolbox?

oBoToolbox is a suite of tools for field data collection for use in challenging environments. The software is free and open source. Most of its users are people working in humanitarian crises, as well as aid professionals and researchers working in developing countries. KoBoToolbox, developed by the Harvard Humanitarian Initiative, is funded entirely through generous grants and donations from partners.

Why KoboToolbox? CDP has conducted several studies utilizing KoboToolbox in collecting data from the field. It recognizes the need for a mobile-based

Ms. Maribeth Veluz of the Las Piñas Federation of Persons with Disability is among those who were trained as enumerator for the project. She helped in pilot testing the IDMS tool in Barangay Ilaya in Las Piñas City. 5

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technology that can easily store data online and offline especially in areas where internet access can be a challenge. Furthermore, since KoboToolbox allows unlimited access to humanitarian organizations such as CDP, there is no risk of losing data regardless of the number of sample populations for the survey. The technological innovation of using smartphones in data collection has started in the Philippines just almost a decade ago. In IDMS, we’ve endeavored to include persons with disabilities and empower them to be at the forefront of data collection and analysis, even in areas that are geographically isolated and disadvantaged (GIDAs).

A female head of the household and her son are being interviewed by Mr. Crispy Salilin, one of the trained enumerators in IDMS, during the field practice in using KoboCollect in a covered court in Brgy. Poblacion, Bislig City.

Advantages and Disadvantages of using KoboToolbox The central component of this attempt at digital data collection is the availability of android devices. This is arguably more expensive than printed questionnaire, however, android devices owned by enumerators for the project can certainly be used. It also eliminates the need for encoders who will render the data collected from the printed survey forms useful by translating them to digital formats. In addition, the market is replete with affordable yet reliable devices.

When these preparations are satisfied, the actual process of data collection is much less tedious. Note that enumerators could save responses offline, and send validated and completed forms later. This is particularly helpful when covering a remote area where mobile data reception is difficult. They also do not have to carry large baggage of printed questionnaires.

Data collection requires only a smart phone to collect data, but it entails arduous preparation. Training and practice for both the use of gadgets and the proper approach in administering the data profiling tool must be carried out. Technical assistance must also be provided to enumerators in downloading the application and obtaining the form to be used. Accurate collection and capturing of data into the application, while maintaining rapport with respondents, must also be practiced thoroughly prior to field activities.

IDMS GUIDEBOOK

How to use the KoboToolbox? Organizations, offices, LGUs or BLGUs are encouraged to collaborate together in IDMS in order to cover as many communities as possible. Each stakeholder must assign a caretaker who shall create and manage the organization’s KoboToolbox account. The Local Disaster Risk Reduction and Management Officer (LDRRMO) or Persons with Disability Affairs Office (PDAO) shall be

1 Create a web account KoboCollect is the app that is installed on the android device and used for actual data collection, while KoboToolbox is the database where you can deploy and organize forms, analyze data, generate reports, and download files. With a KoboToolbox account, you can easily share data collection projects to other organizations and offices. You can also modify or edit the questions in the IDMS Tool to best suit your organization’s needs and make organizing and validating your data faster.

the caretaker of the main KoboToolbox account. They will be in-charge of providing access to the various partner organizations, barangays or officials that are part of the data collection project. At the barangay level, the barangay secretary can be the caretaker. In CDP’s pilot implementation, the partner federation of persons with disabilities is included in the KoboToolbox data collection project and has their own KoboToolbox account.

Steps: 1. Go to https://kobo.

humanitarianresponse.info/ on your web browser.

2. Click SIGN UP from the menu tab. 3. Register an account by providing

the following information: • • • • • • • •

Name Organization name Username * E-mail * Sector Country Gender Password *

4. Once you have submitted these

information, you will receive an email confirmation to validate your account.

5. Take note and don’t forget your

username and password.

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Steps: 1. Login on your KoboToolbox account

using your registered username and password.

2. Once you have logged in, you will see

the KoboToolbox main page.

3. Click NEW and you will be prompted

to create a new project.

4. Find and prepare the IDMS Tool in

Microsoft Excel file format which is included in the IDMS Resource Materials you’ve downloaded. Once it’s ready, click UPLOAD AN XLSFORM.

5. Upload the file from your computer

folder where you saved the IDMS Tool — an XLSFORM — you just downloaded.

6. Once upload is successful, you will be

asked to provide the project name. We recommend for you to name it: IDMS Data Collection Tool_Name of your LGU.

2 Log-in and set up your form The IDMS Tool is already set up for use by LGUs, organizations, and agencies. Look for the IDMS Tool (Version Number).xlsx in the IDMS Resource Materials. Once you have downloaded the file and saved it on your computer, you can now login and upload it on your KoboToolbox account. The IDMS Tool then needs to be deployed online.

7. Click CREATE PROJECT. 8. The uploaded form should then be

DEPLOYED for data collection.

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Once you click the form, you will see the following tabs:

3 Deploy and manage your form Once you have deployed the form, it will be accessible to KoboCollect app installed in android devices.

1. Summary • This tab shows the current status of

submissions. It also shows Quick Links to the form and data.

2. Form • The Form tab allows you to set the data

collection settings of the form. For the IDMS Tool, you must select OnlineOffline (multiple submission). You also have the following options for data collection: a. Online-Offline (multiple submission) b. Online-Only (mutiple submissions) c. Online-Only (single submission) d. Embeddable web form code e. View only f. Android application

3. Data • Data tab appears when submissions are

received either through the KoboCollect app or web form. • This tab allows you to generate visual reports of the data collected. There is a REPORT automatically generated by KoboToolbox, but there is also an option to CREATE A NEW REPORT based on your visualization needs. • An option to print the visual report or save it in PDF is also available.

4. Settings • This tab will allow you to archive or

delete the project. Deleting the project will delete all the data collected.

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Aside from being proficient in using the KoboCollect app, enumerators must also be familiar with the IDMS Tool questions before performing data collection. The full list questions in the IDMS tool can be found on pages 17-18.

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Steps in KoboCollect Installation Keep in mind that the IDMS Tool can only be accessed through the KoboCollect app once the form is uploaded and deployed in KoboToolbox. The organization, agency, or office that is leading the data collection shall deploy the IDMS tool using their KoboToolbox account.

1. Using your phone, go to your Applications and open Google Play Store. Search for KoboCollect.

The username of said lead organization must be made known to all enumerators who will be trained and will later collect IDMS data. They will need it in downloading the IDMS Tool to the KoboCollect. Here are steps in installing the KoboCollect app in your android devices:

2. Install KoBoCollect on your phone.

3. Once installed, open KoboCollect and look for the General Settings (you need to press the three dots on the side of your screen or press the left button on the bottom of your phone).

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4. In General Settings, go to Server and change the URL to: https://kc.humanitarianresponse.info/USERNAME Use the username of the KoboToolbox account that deployed the IDMS Tool.

5. Return to the main page and press GET BLANK FORM. Press the check mark beside the form (IDMS Data Collection Tool_Name of your LGU) and press GET SELECTED.

Inclusive Data Manage... * 11.a. Do any of the household members have difficulty seeing even if wearing glasses? Even when wearing glasses referes to dif ficulty seeing with glasses if the respondent has, and uses, them NOT how vision would be if glasses, or better glasses were provided to one who needed them .

No, no difficulty Yes, some difficulty Yes, a lot of di fficulty Cannot do it at all

6. To start collecting data, press FILL BLANK FORM and choose the form that you want to use.

* 11.b. Do any of the household members have difficulty hearing even if using a hearing aid? Even if using a hearing aid refers to dif ficulty hearing with a hearing aid if the respondent has, and uses, that device NOT how hearing would be if hearing aids, or better hearing aids, were provided to one who needed them.

No, no difficulty Yes, some difficulty Yes, a lot of di fficulty Cannot do it at all * 11.c. Do any of the household members have difficulty walking or climbing stairs? The capacity to walk should be without assistance of any device (wheelchai r, crutches, walker , etc.) or human. If such assistance is needed, the person has di fficulty walking.

No, no difficulty Yes, some difficulty Yes, a lot of di fficulty Cannot do it at all

7. YOU MAY START FILLING UP THE FORMS by swiping from right to left.

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Collecting the data and saving the form

ct so they would lle Co bo Ko g in us le be comfortab sending accurate d an s, rm fo Enumerators need to ng vi sa collecting data, ese are the steps Th e. as ab at be more efficient in d ol To e field to the Kobo information from th ving the forms: for collecting and sa

1. To collect the data, you need to swipe from right to left. 3. For questions with buttons, you may only choose 1 answer.

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2. For questions with checkboxes, you may choose more than 1 answer. 4. Questions with asterisks mean they require responses in order to proceed to the next question.

Important T ip

ol as backup in case To S M ID e th of es pi uate co ea to print out adeq vice. It’s always a good id ct in your Android de lle Co bo Ko g in ss ce es ac you’ll have difficulti

HH_013_Dela Cruz

5. Once you are done in collecting the information, you will reach the last page. 7. If there are entries in the form that you are unsure of, uncheck MARK FORM AS FINALIZED so you can continue editing answers to the form. Submit forms only if you’re certain that all responses are correctly captured.

HH_013_Dela Cruz

6. Change the NAME of the form. Example: HH_Number_yourlastname

How do you submit accomplished forms? 1. From the home screen, click on Send Finalized Form. Here you will see a list of your recently collected and saved forms. 2. Click Toggle all (or select the ones you wish to send), then click Send Selected when you’re connected to the Internet. 3. You can check if all your forms are sent through the Internet by clicking View Sent Form.

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Disability-inclusive data collection tool

he IDMS Tool is a data gathering tool that gathers relevant information on persons with disabilities; aiding in the identification of persons with disabilities through the Washington Group Questions (WGQs), along with their needs, vulnerabilities, and capacities in peace time as well as in times of disaster. This tool was developed following five regional consultations held in Manila City, Baguio City, Borongan in Eastern Samar, Tagum City, and Cebu City, including eight exploratory meetings with government agencies and international non-government organizations. Suggestions and recommendations from multi-stakeholders on what information must be captured were included in the tool.

The IDMS Tool is currently available in English and Tagalog versions and is divided into the following sections:

Using the Washington Group Questions

Note that in both Parts A and B, an item asking for respondent’s Barangay is added. This is not an error. However, make sure to put the same answer in both items as this will make data management later less complicated. The simple explanation to this is that, in the file that will be downloaded from KoboToolbox once data collection is complete, responses to Parts B to D will appear in a separate sheet (the first sheet includes all Household Information or Parts A, E, F, and G). This is because Parts B to D of the IDMS Tool, by design, are sections that duplicate based on the respondent’s answer to question 12.a. (number of persons with disabilities in the household who can/be assisted to respond to the survey).

It is very important to be familiar with the IDMS Tool before conducting the survey. It is recommended to go through all the included questions before proceeding with the data gathering. Since not everyone has the same definition of what disability is, and since disability has a stigma attached to it, it’s critical that the questions used to collect disability data are well-designed and applied.The Washington Group has created comprehensive documents on how to ask the questions and interpret the results. DO NOT use the word ‘disability’ when introducing yourself and the IDMS project to the respondents and when asking the six questions from WGQs. This includes other negative terms and phrases that denote the same. Never change the question or response options’ wording. 15

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Part A. Household Information This section collects information from the Head of the Household or a representative of the Head of the Household. It collects demographic data from the household which includes the following: • Sex and Civil Status of the Head of

Household

• Number of families in the household • Income and expenses of the household

related to the needs of the members of the household with disabilities • Washington Group Questions (WGQs)

Part B. Profiling of Persons with Disabilities This part focuses on the individual profile of the person with disabilities. Questions include: • • • • • • • • •

Sex Gender Age/Date of Birth Civil Status Registration Status Employment Status Skills and Education Type and Cause of Disability Resources needed and resources the household member/s with disability currently have

Part C. Policies and Laws This part gauges the level of awareness and involvement of persons with disabilities in the implementation of policies related to disability and disaster risk reduction and management. It also looks into the roles of various agencies and sectors in the effective implementation of these laws: • Magna Carta for Disabled Persons • Accessibility Law • Disaster Risk Reduction and Management

Law of the Philippines

• Children’s Emergency Relief and Protection

Act

Part D. Services and Benefits Services and Benefits looks into the respondent’s level of awareness and ease of access to basic benefits and services as mandated by the law. These benefits and services include: • 20% Discount and Value Added Tax

Exemption on the purchase of certain goods and services such as Lodging Establishments, Restaurants, Recreation Centers, Purchase of Medicines and Foods for Special Medical Purposes, Medical and Dental Services, Diagnostic and Laboratory

• • • •

Fees and Professional Fees of Attending Doctors, Domestic Air and Sea Travel, and Land Transportation Travel Educational Assistance Benefits from GSIS, SSS and Pag-Ibig based on their respective charters Sidewalks, ramps, and railings in public spaces Express Lanes

Part E. Participation in governance The fifth part solicits information on household participation in government or non-government initiated activities related to disaster risk reduction, government planning, emergency preparedness, and programming for persons with disabilities.

Part F. Institutions The household’s access and frequency of interaction with the following public and private institutions that support the needs and provide services to persons with disabilities are included in this part of the tool: • Person with Disability Affairs Office/Officer • Local Disaster Risk Reduction and • • • • •

Management Office (MDRRMO) Barangay officials Local health officer Non-government organizations Schools Religious organizations

Part G. Awareness on DRR and disaster experience The last section probes respondent’s experiences in preparing for and responding to disasters. This part seeks to assess their understanding of their exposure to hazards, particularly for persons with disabilities in the household. It also allows them to share their expertise and skills that can contribute to the implementation of DRRM activities.

IDMS GUIDEBOOK

MS) Too D I ( n o i t c ta Colle a D e v i s ty-Inclu estions u Disabili Q f o t Full Lis

Part A. Household Information

1-3. Respondent’s Address/Location 4-6. Head of household info: name, sex, and civil status 7. Number of families in the household 8. Household’s monthly estimated income 9. Expenses for member/s with disability 10. Building materials 11. Washington Group Questions (WGQs) 12. No. of household members with disability

Part B. Profiling of Persons with Disabilities

13. Name, Barangay (same as no. 3) 14. Sex and gender 15. Date of birth 15. Age 16. Civil Status 17. Indigenous Group 18. Disability ID Registration Status 19. Disability ID Number 20. Employment status and skills 21. Education details and barriers 22. Type of disability 23. Cause of disability 24. Resourced being used 25. Resources still needed

Part C. Policies and Laws

26. Level of awareness on disability and DRR related laws 27. Sources of info on policies

Part D. Services and Benefits

28.Level of awareness on the benefits and services available for persons with disability 29. Ease of access to benefits and services 30. Quality of services from: a. Government offices and facilities b. Business facilities c. Educational facilities d. Religious facilities e. Recreational, tourist, or cultural facilities f. Transportation hubs

The PDF of the

English and Tagalog versions of the IDMS Tool are included in the

IDMS Resource Materials. 17

IDMS GUIDEBOOK

Part E. Participation in governance

31. Presence and accessibility of City/Municipal EWS 32. Presence and accessibility of Barangay EWS 33. Employment in government institutions 34. Participation of the head of household in: a. Planning and implementation of policies for persons with disability b. Livelihood programming c. Local government planning 35. Participation of the household member/s with disability in: a. Planning and implementation of policies for persons with disability b. Livelihood programming c. Local government planning 36. List of trainings household members received related to: d. Livelihood and trade e. Governance f. Emergency preparedness g. Local government planning

Help us improve the IDMS Tool further! You may send any feedback and suggestions to the IDMS Tool via: idms@cdp.org.ph

Part F. Institutions

37. Presence of rehabilitation or therapy centers in the area 38. Frequency of interaction with institutions/ offices to address the issues, needs and concerns of persons with disability such as: a. Persons with Disability Affairs Office b. Local DRRM Office c. Barangay Officials d. Local health offices e. Non-government organizations f. School teachers and administration g. Religious organizations 39. Other institutions working with and for persons with disability, and other facilities/ support/services that are needed by them

Part G. Awareness on DRR and disaster experience

40. Exposure to hazards 41. Disaster experience 42. Effects of disaster experienced 43. Susceptibility to earthquake 44. Frequency of barangay drills and participation of persons with disability 45-46. Experience in evacuation 47. Sources of disaster preparedness information 48. Household members doing DRR and climate change adaptation work 49-50. Emergency and DRR-related skills

IDMS GUIDEBOOK

Group on n o t g in h s a The W estion Sets u Q s ic t is t a t ability S

Dis

The IDMS Technical Working Group recommended the integration of the Washington Group Questions (WGQs) to the IDMS tool. WGQs is a standard tool used internationally and is advocated by different disability groups. Its method of use can be easily taught to enumerators. Essentially, WGQs are used to document the relationship between functional limitations and inclusion.1

Using WGQs to identify people with disability Disability is generally understood to mean ‘at greater risk for limitations in participation.’ The six Washington Group Questions can be used to collect data on functioning limitations. The WGQs consists of the following six questions that ask about the degree of difficulty in doing activities in six basic functioning domains: 1. 2. 3. 4. 5. 6.

1. 2. 3. 4.

No, no difficulty Yes, some difficulty Yes, a lot of difficulty Cannot do it at all

These questions do not outright ask respondents to identify themselves as having a ‘disability.’ Rather, an individual’s answers to the six questions are used to define whether that person is ‘with disability’ or ‘without disability.’3 Enumerators must not use the word ‘disability’ or its local translations when asking the WGQs. Asking the respondents, “do you have a disability?” must be avoided at all cost.

It is of vital importance that enumerators accurately capture responses in the WGQs. These questions allow for the rapid collection and disaggregation of population data by disability Do you have difficulty seeing, even if status, allowing researchers and organizations wearing glasses? Do you have difficulty hearing, even if to see whether people with disabilities are fairly represented in all areas of society.4 However, one using a hearing aid? of the pitfalls in using the WGQs is not capturing Do you have difficulty walking or the real characteristics of the respondent’s climbing steps? Do you have difficulty remembering or disability. Those who express a level of difficulty in the six questions must further be probed with concentrating? follow-up questions to determine if there is indeed Do you have difficulty (with self-care such as) washing all over or dressing? a disability. Using your usual language, do you There are six universal basic activities (functions): have difficulty communicating (for seeing, hearing, walking, self-care, cognition, example understanding or being communication that the Washington Group 2 understood by others)? Short Set on Functioning looks into to determine whether the respondent has a disability.

1 An Introduction to the Washington Group on Disability Statistics, Washington Group on Disability Statistics Question Sets [website], https://www.washingtongroup-disability.com/fileadmin/ uploads/wg/Documents/An_Introduction_to_the_WG_Questions_Sets__2_June_2020_.pdf, (accessed 12 January 2021). 2 Ibid. 19

Each question has four response categories, which are read after each question:

IDMS GUIDEBOOK

3 Ibid 4 Nora Ellen Groce, Which one to use?: The Washington Group Questions or The Model Disability Survey, https://www. ucl.ac.uk/epidemiology-health-care/which-one-use-washington-group-questions-or-model-disability-survey-0 (accessed 14 September 2020)

Individuals reporting ‘a lot of difficulty’ or ‘cannot do at all’ to the questions should be counted as having a disability when doing data analysis.

Categorizing Disability The IDMS Tool integrated both the general categorizations of disability (Physical, Sensory, Learning Disability, Mental Disability, Multiple) and the official government categorization of disability based upon the recommendation of National Council on Disability Affairs: • • • • • • • • •

Deaf/Hard of Hearing Intellectual Disability Learning Disability Mental Disability Orthopedic Disability Physical Disability Psychosocial Disability Speech and Language Impairment Visual Disability

Enumerators need to be familiar with the characteristics and differences between and among these categories. Finding out how these disability categories link to the respondent’s answers to the WGQs, therefore, only helps identify or validate the presence of disability. Individuals reporting “having a lot of difficulty” or “cannot do at all” on questions 1, 2, 4 and 6 will have difficulty in Accessing Information. Individuals reporting “having a lot of difficulty” or “cannot do at all” on questions 3,4,5, 6, on the other hand, will have difficulty in Acting on Information. Individuals who report high across both of these grouping of questions will have difficulty in Accessing Information and Acting on Information.5 Guidelines in using the questions are available online (https://www.washingtongroup-disability. com) and are included in the IDMS Resource Materials.

5 Ibid. IDMS GUIDEBOOK

Training enumerators for data gathering

s the people in charge of collecting the data, enumerators need to be trained not only in preparing the data collection tool, but also in soft skills, disability sensitivity and awareness, and basic knowledge of the subjects and topics included in the IDMS Tool. For this reason, carefully selecting the enumerators who shall carry out the data collection in the community is key. Even more important is training them to equip them adequately for the grueling yet important task at hand.

Enumerators must be selected according to the following criteria:

• Must have some experience in collecting data from the communities or doing household data collection • Must have a good understanding of the issues, policies, and legislation related to persons with disabilities

No, no difficulty Yes, some difficulty Yes, a lot of di fficulty Cannot do it at all * 11.b. Do any of the household members have difficulty hearing even if using a hearing aid? Even if using a hearing aid refers to dif ficulty hearing with a hearing aid if the respondent has, and uses, that device NOT how hearing would be if hearing aids, or better hearing aids, were provided to one who needed them.

No, no difficulty Yes, some difficulty Yes, a lot of di fficulty Cannot do it at all

IDMS GUIDEBOOK

• Members of an organization of persons with disability (OPDs) — working with OPDs present in the area is highly encouraged

Here are a few things to keep in mind when selecting enumerators and surveyors for data profiling using android devices with the KoboTool app: • Enumerators are responsible for carrying out the interview with individuals selected. • Enumerators have an important task of delivering first-hand information from the community. • Enumerators, hence, must be certain that the information they are collecting is accurate. • Enumerators must be diligent in checking survey forms upon completion and verifying the accuracy of the responses.

Here are some reminders to enumerators before going to the field:

• Study and understand all instructions in using KoboTool, IDMS Tool, WGQs and other information included in the enumerators guide and provided through the training in order; • Coordinate with the supervisor on how to carry out the survey and to report daily work done; • Check that material necessary to carry out the survey is sufficient and appropriate.

IDMS GUIDEBOOK

Upon reaching the household, as enumerator, you must:

• •

1. Introduce yourself, explaining who you are and for who you are working in a manner that compels the participation of individuals in the survey; 2. Ask questions in a clear and kind manner, and ask all the questions exactly as worded; 3. Probe to clarify unclear answers; 4. Input the answer using the mobile data collection tool in an ordinate and clear way, recording responses accurately; 5. Double check and revise accomplished form at the end of the survey in order to correct mistakes and only send the completed surveys once verified.

Field practice for enumerators is highly encouraged. This gives them enough time to familiarize themselves with the questions included in the IDMS tool and exercise navigating the KoboCollect app while still establishing and maintaining good rapport with their respondents throughout the survey.

IDMS GUIDEBOOK

•

DOs

Conduct careful translation following guidelines on WGQs Cognitively test the translated questions Thoroughly train interviewers to read the questions and response options as written Use neutral language

• • •

DONTs Use the word ‘disability’ or other negative terms and phrases Add an initial screener question (e.g., “Do you have a disability?”) Change the question or response options wording

Humanity and Inclusion recommends the following actions when interviewing persons with disabilities: • Use people- first language – for example, don’t say disabled person, but person with disabilities. • Treat persons with disabilities with the same respect as any other respondent. • Speak directly to the person with disability/ies, not to the third person (caregiver, parents), even if there is a translator or an interpreter present. • Do not make assumptions about a person’s capabilities. • Be close to the person but keep an appropriate distance.

Most of the enumerators selected by CDP for its pilot testing were persons with disabilities. In so doing, it allowed them to regain their self-confidence. They related how they felt a deep sense of fulfillment in obtaining and providing vital information to members of the community; while the community witnessed their capacity to help and perform when given the opportunity to be included, to be involved, and to participate.

IDMS GUIDEBOOK

Sample Training Design In collecting data, enumerators are required to undergo training and sensitization with focus on tool mastery so that they are better equipped with the necessary skills and knowledge, imbued with the proper temperament in interacting with community members. Having said that, the topics included in their training must be based on their needs to boost their confidence and ability to capture a more nuanced and accurate data from the community. Prior to the training, mobile devices must be adequately charged. If enumerators will be using their own android devices (KoboCollect is not available on iOS devices), remind them to free up enough storage prior to the training and to bring their mobile chargers.

Day 1 Module 1: Sensitization on Disability Session 1: Disability Etiquette; Disability vs. Impairment Barriers Session 2: Paradigm Shift (Models of Disability) Session 3: Classification of Disability Module 2: Disability-inclusive Community-Based Disaster Risk Reduction and Management Session 1: Legal Bases for DiDRRM and Data Management 25

IDMS GUIDEBOOK

Day 2

Session 2: Philippine and Local Situationer on DiDRRM Session 3: Intersectionality/ Multiple Marginalization Session 4: Basic Concepts on DRR Module 3: Using the KoboToolbox Session 1: KoboToolbox overview and usage

We recommend that enumerators be given enough time and opportunity to appreciate and understand modules on Disability Sensitization and Disability-Inclusive DRRM, among other things. You can also design the training according to their capacities and needs. Below is a sample training design that CDP used in training its enumerators for its pilot implementation. These topics were suggested by its partner organizations of persons with disability (OPDs). It took into account the experience of the enumerators, their practices, and their familiarity with the processes of community-based disaster risk reduction and management (CBDRRM).

Day 3

Day 4

Session 2: The Inclusive Data Management System Tool Session 3: Enumerator’s Guidelines Tips for enumerators

KoboTool Field Practice

Action Planning Mapping out of teams for deployment

Important Tip Inviting resource speakers from the local health office, DPOs, or schools to discuss topics related to the situation of persons with disability in the city/municipality may provide the participants an important overview of the programs and services that the sector and their family could access for rehabilitation, recovery, livelihood etc.

Guide for Disability-Inclusive CBDRRM You may refer to Fostering Inclusive Communities: A Guide to Facilitating Disability-Inclusive Community-Based Disaster Risk Reduction and Management, a guide developed by CDP, in partnership with CBM, in facilitating disability-inclusive CBDRRM. It integrates inclusive approaches to communitybased DRRM and promotes the rights and capacities of children, youth, older people, and persons with disabilities. The Lahat Handa manual is also made available to learners and is included in the IDMS Resource Materials. It is based on the Community-Based Disaster Risk Reduction and Management Basic Instructor’s Guide (BIG), a guidebook developed and prescribed by the National Disaster Risk Reduction and Management Council (NDRRMC) for CBDRRM trainers and practitioners in the Philippines. This manual explains why disability should be included in the CBDRRM process for relevant practitioners. It also explains how to incorporate inclusive community risk assessments and inclusive planning to ensure disability inclusion in the CBDRRM decision-making process, as well as the position of stakeholders, especially representatives of organizations of persons with disabilities, at various levels of the Community-Based Disaster Risk Reduction and Management process.

The Twin Track Approach To ensure that general services are accessible to all, an inclusive system requires the elimination of barriers and inequalities. It allows vulnerable groups to be included in a system that respects their rights and interests, ensures their involvement, and responds to their needs. In an inclusive system, they are actively engaged in planned operations and policies are in place to promote their active involvement and respond to their unique needs. Empowerment, on the other hand, refers to the process of improving the capacities of people with disabilities, older people, and children to engage in DRRM activities (actively discuss and share

their opinions, and do/lead particular tasks) and make choices about themselves and their sectors on a long-term basis. This can be accomplished by forming and strengthening sectoral associations, implementing training programs, and developing skills. The Twin Track Approach, as discussed in Lahat Handa,6 promotes the advancement of vulnerable individuals and groups by emphasizing the value of developing an enabling environment in which DRRM systems, authorities, and programming are inclusive and barriers to inclusion are removed. Nondiscrimination, inclusion, and accessibility, on the other hand, ensure that everyone in the DRRM has an equal chance, particularly the most vulnerable. Since it incorporates the two main techniques of (1) making an inclusive system and (2) empowerment, it is known as the twin-track approach. Both policies — promoting an inclusive system and empowering people — are needed to ensure that people with disabilities, older people, and children have the same access to resources and opportunities as the rest of the population. They are referred to as “twins” because they are related. Inclusion efforts could not be maintained without the other. 6 LAHAT HANDA: Inclusive Community-Based Disaster Risk Reduction and Management Training Manual Based on NDRRMC’s CBDRRM Basic Instructor’s Guide First Edition, English (2016) IDMS GUIDEBOOK

Data Management & Analysis

LDRRMO

Who should be the caretaker of the KoboToolbox account?

s mentioned in the chapter on KoboToolbox, it is recommended that KoboToolbox accounts be created by the organization/office/agency that will undertake the data collection. ‘Caretakers’ of the account must also be designated, preferably from the Local Disaster Risk Reduction and Management Office (LDRRMO) or Persons with Disability Affairs Office (PDAO) in the LGU, and the barangay secretary in the barangay level. It is best if the caretakers to be assigned have a level of familiarity in working with Microsoft Excel. 27

IDMS GUIDEBOOK

PDAO SEC BRGY.

As the main account administrator, LDRRMO and PDAO, can share data collection projects in each barangay, office, or department that are part of the IDMS project by giving access to forms and submissions in KoboToolbox. For this to happen, said barangay, office, or department must also each create a KoboToolbox account. Sharing of projects between and among stakeholders allows collaborative monitoring of the progress of enumerators and validation of their submissions; but more importantly, data analysis may be a shared responsibility among the different agencies and stakeholders within the municipality, city, or province that will promote the inclusion of persons with disabilities in their processes.

Collaborating in a data collection project With the LDRRMO and PDAO as the main caretaker, data collection projects can be shared to barangays, agencies, OPDs, etc. by granting them varying levels of access to the form and submissions.

2. Enter the username of the agency, office, barangay, and organization to be granted access.

BARANGAY

LOCAL GOVERNMENT UNIT

To control project sharing permissions: 1. First, go to PROJECTS and select the DEPLOYED FORM created for IDMS. Remember that the recommended project name is: IDMS Data Collection Tool_ (Name of Your LGU). Click the share icon.

3. Choose the level of access to be provided and click GRANT PERMISSION. The available permissions are: • • • • • •

View Form Edit Form View submissions Add Submissions Edit and Delete Submissions Validate Submissions

IDMS GUIDEBOOK

Managing the data on your KoboToolbox account Once the enumerators have started collecting data using the KoboCollect app, caretakers can log-in anytime on the account to see the progress of the data submission in the SUMMARY page. It is easy to monitor incoming data on the server to see if there are hitches such as duplicate entries, incomplete details, and other common errors in answering the survey. This way, enumerators in the field can take immediate action especially if there’s a need for them to contact or return to specific respondents and validate information.

Monitor the database for: • Duplicate entries - follow-up with the enumerator on possible duplicates • Errors in responses - while the form has restrictions to lessen possible errors in the responses, it is always best to check their responses from time to time. Remember, once the completed form has been submitted to the server, it enters the database and is no longer available for editing in the KoBoCollect app. It can only be edited via KoboToolbox. It can be duplicated and sent again to the database but this must be coordinated with the caretaker for proper handling of duplicate entries.

IDMS GUIDEBOOK

To edit data entries, open the DATA tab in the IDMS DATA COLLECTION PROJECT, and click TABLE on the left. You will see two icon options next to the checkboxes: OPEN or EDIT.

Select or check the entries you want to OPEN or EDIT. When the OPEN icon is selected, SUBMISSION RECORD MODAL will pop up. Entries’ validation status can be changed on the pop up window. You may check for duplicate entries and errors on the information entered per submission and mark them APPROVED, NOT APPROVED, ON HOLD. You may also EDIT or DUPLICATE submissions.

When the EDIT icon is selected, go directly to editing the submitted form. Scroll down and go to the item that needs to be edited and click SUBMIT once you’re satisfied with your corrections. NOTE: WHEN A RECORD IS DELETED IN KOBOTOOLBOX, IT CAN NEVER BE RECOVERED.

Data Analysis and Interpretation

Identify problem or issue

Understand the community better

Discover useful information

Select and filter IDMS data

Support public policy or action

Collecting data must lead to a better understanding of the community — its important local issues and contexts. Better understanding enables organizations to come up with better courses of action and develop more appropriate policies to confront and provide solutions to the community’s problems and issues. It all begins with a good quality data.

Why we need data? Data is generally regarded as the collection of facts or information. It can be in any language, code, shape, or form — numbers, words, measurements, observations or even just descriptions of things. When organized and presented in a meaningful way, data can be analyzed to provide helpful insights on many matters. Disability affects the daily life of an individual in many different ways and IDMS hopes to enable organizations to collect and make use of information they need to make positive changes, improve outcomes, and generally help the lives of people living with disability.

We need data because we need information, but these information need to be carefully selected, filtered, analyzed, and interpreted in order for them to show the realities on the ground. If done right, the results of the IDMS Data Collection will make it easier for its users to pinpoint problems and opportunities that need to be tackled for the community’s development.

IDMS GUIDEBOOK

Guide to Data Analysis The impact of an impairment and the barriers that persons with disability face can differ from city to city. Even the barriers present in a large city are not necessarily the same as those faced by the same sector in a rural community. Revisit your local plans and examine the recurring issues that perennially affect your community. What questions from the IDMS Tool are relevant to these issues? Does your organization have existing documents that can help you understand the problem further? Asking these questions is often a good way to start with data analysis. But the questions you really must be asking yourself when working with disability data are:

• What is happening? • Why is it happening? Essentially, data analysis is providing answers to these questions and supporting them with more data. There are millions of ways of interpreting a given data which makes it difficult and confusing.

Once you have identified the specific themes you need data for, the second phase is to decide what type of data you will be needing. The indicators you choose and the summaries you generate from those indicators must satisfy the themes you listed down in Step 1.

30 20 10

Step 1: Think about what you want the data for – what do you need to know? What is the overarching theme? This can be as big or as small as you like, for example, employability of persons with disability living in the community or number of accessible buildings.

7 Making Disability Data Work for You: A Community Data Toolkit (Part 1), Using disability data [website], https://www. gov.uk/government/publications/using-disability-data, (accessed 12 January 2021).

IDMS GUIDEBOOK

Employment status

Here’s a simple process in analyzing your data:7

Step 2: Come up with ideas. The aim is to try and find all possible measures of your chosen theme in Step 1. The reason behind this is to get your theme broken down into small manageable questions. For example if you try to look up ‘employability’ as a whole you will not be able to find anything.

However, if you split employability into ‘educational attainment’, ‘presence of educational institutions’ and ‘livelihood opportunities’ available, you may stumble upon important connections and get the answers you want.

Self-employed - 8 Unemployed (retired) - 3 Unemployed (not seeking) - 42 Unemployed (actively seeking) - 9 Contractual - 5 Student - 16 Part-time - 19 Business owner - 2 Full-time - 1

Generating a summary sheet KoboToolbox interface allows users to generate quick DATA SUMMARY REPORT. It also allows you to look at relevant indicators for the themes

you’ve listed down. This is the beginning of data management and analysis. Here are the easy steps in generating a summary sheet:

Log-in to your account.

Click the form that you would like to generate a summary for.

On the Reports page in the Data tab of your project, you can create and configure multiple summary reports with custom graphs, tables, and color schemes. The custom reports are shareable by either printing, saving as a PDF, or storing them in an external cloud service.

Search through previously created custom reports or create a new one by giving it a unique title and selecting which questions to include or exclude.

The Configure Report Style Feature allows you to change the graph types, color scheme, and group the report by selected questions.

Click the Printer icon to print the custom report, save it as PDF, or store it in an external cloud storage service, like Google Drive.

Toggle to full screen.

Click the 3 Dot icon to customize the colors and graph types for each individual question. IDMS GUIDEBOOK

Steps on using Microsoft Excel in data management and analysis

data which is why e yz al an d an e ag an also be used to m able navigating and rt fo Microsoft Excel can m co e ar rs ke ta ignated care ogram that is pr r te pu m it is a must that des co on m m ram. This is a co working with the prog data visualization. d an s rt po re l fu ng ni used to produce mea To begin, download all the data collected in the IDMS Project from DOWNLOADS in the DATA TAB of the IDMS Data Collection Tool Project. Select XLS in the Export Types. Data can be EXPORTED in English or Tagalog. Click EXPORT and wait for a few seconds for your file to become available.

Download link of the XLS file will appear at the bottom part of the page under Exports. Click on DOWNLOAD and choose where to save it to your computer.

IDMS GUIDEBOOK

Mistakes in the spelling or capitalization of streets, barangays, provinces, etc., during data collection is very common, especially when covering large areas. This underscores the importance of checking, validating, and editing submissions in the KoboToolbox by following the steps discussed on page 29. The downloaded Excel file contains two worksheets: Household Information and Persons with Disability Profile. Both sheets must be thoroughly checked before proceeding to data analysis. Here are the steps in preparing your data for data analysis:

Preparing the Data

1. In your Excel file, select the first ROW that contains the headers of the

columns. These are the titles of the indicators taken from the IDMS TOOL. After selecting them, go to SORT AND FILTER in the MENU and select FILTER. 2. Move to columns to the right so that Province, Municipality and Barangay COLUMNS are showing on the screen. Touch the down arrow in the HEADER of the column, and type the correct spelling of the area. Make sure the box next to the correct name of the place you want to correct is checked and click OK. 3. Choose the correct spelling, highlight and DRAG DROP to the very end of the list. Do this for all barangay entries until they all show uniform spelling. Move to the COLUMN of provinces and municipalities and do the same. 4. After that, select all columns with NUMBER data. After selecting, an exclamation mark will appear next to it. Click the exclamation mark and the choices will appear. Select ‘Convert text to number’ in the options. 5. Do this for all numbered data.

IDMS GUIDEBOOK

After cleaning the data, PIVOT TABLES can already be created. This is the most difficult yet exciting part of data management and analysis. Go back to the indicators you selected for data analysis based on the themes you identified earlier on page 31. Focus on these indicators. Do the following steps in both worksheets.

Creating Pivot Tables

IDMS GUIDEBOOK

1. On the left side of COLUMN A is the SELECT ALL button. Click it to select the entire sheet. 2. Go to the INSERT MENU and select PIVOT TABLE. In other versions of Excel it is in ‘Summarize with Pivot Table’ on the DATA TAB. 3. An option will appear to create a new spreadsheet for the Pivot Table. Click OK. 4. In the new sheet, HEADERS from the selected spreadsheet will appear on the right side of the screen. These are, basically, the indicators/ data gathered from IDMS. 5. HEADERS can be double-clicked or dragged into the FILTERS, COLUMNS, ROWS, and VALUES boxes to view and display IDMS data collection results. Try putting more than one HEADERS or INDICATORS. 6. See also different examples of PIVOT TABLES that can be generated.

Using the Pivot Table, one can easily make simple summaries from the many Pivot Table Fields available in the IDMS Data. Just follow these steps: 1. Duplicate a pivot table, by selecting the entire cells it covers. 2. Copy and paste it in blank cells below the copied table. 3. Select the new Pivot Table. The PIVOT TABLE FIELD should reappear on the right side of the screen. 4. Easily add or modify the indicators of a given Pivot Table by dragging, deleting, and manipulating the data on the Filters, Columns, Rows, and Values areas. 5. Select an indicator from the Pivot Table Fields. Indicator selected will automatically appear in the Column field of the table

Tips If you want to get the total number of respondents of a specific indicator, select it from the Pivot Table Fields and put it in the Values box. Drag it to either the columns, rows, and values to show the data you wish to reflect on the Pivot Table. You may do this with any indicator you want to use. To get the average value of numeric data such as age, number of persons with specific disability type, etc., put the relevant indicator/header to the values. When you hover over any indicator and right-click, the value field settings will appear. When it appears, you can choose what value you want to summarize.

Please check out sample pivot tables and charts using the data from CDP’s first field testing of the IDMS Tool available in an Excel File included in the IDMS Resource Materials. IDMS GUIDEBOOK

A single pivot table can have more than one indicator. An example of indicators that could be crammed in one pivot table is Number of Respondents by Age, Sex, or Disability. By combining these indicators in a single pivot table, organizations can easily illustrate the most prevalent type of disability in a given community for both women and men, including the age groups where the persons with disabilities belong to. Keep in mind that pivot tables that are most appropriate and relevant to the context of your community can be created. There are many indicators included in the IDMS Tool that can help organizations see more clearly what’s happening in the community. Take note of the indicators that provide compelling answers to why certain issues exist. Check out the page 17 and review the full list of the questions and the indicators available. A sample of indicators that can be considered for the development of Barangay, City, or Municipal Disaster Risk Reduction and Management Plan is shown on the next page. Focus on specific indicators that are relevant to the thematic issues you’ve identified so far. Feel free to expand or limit the indicators you’ll be preparing for data analysis.

Types of Data There are several types of data but the IDMS Tool contains specific types of data: quantitative and categorical. Quantitative data or those that show numerical values, but this type of data can’t be analyzed on its own. Categorical variables, on the other hand, represent types of data which may be divided into groups. Examples of quantitative data with categorical variables are sex, age group, and educational level. While age group and educational attainment can be interpreted as numerical data, it is often more informative to categorize such variables into a relatively small number of groups. Quantitative data can also be considered as cross-sectional when the data provides a snapshot of what the community looks like or what is happening at a particular group at a given point in time. These allow you to look at the features of your target group and explore their relationships. An example of cross-sectional data is the status of registration for persons with disability ID card in Bislig City as shown below.

Sample of Table and Chart showing Disability ID Registration Status

127

PWD ID REGISTRATION STATUS

Registered with ID

127

Not registered

Not registered (Senior Citizen) TOTAL

275 REGISTERED REGISTERED NOT WITH ID WITHOUT ID REGISTERED

IDMS GUIDEBOOK

Others

Total

Lost ID

Registered without ID

No. of persons with disability

Disability ID Registration Status

LOST ID

OTHERS

NOT REGISTERED (SENIOR CITIZEN)

Sample Local DRRM Plan Outline I.

General Information

A. Barangay Profile

• Location and Border • Land and Water Forms

B. Population and Population • Population by gender • Population by age • Population by disability • Population by indigenous group • Housing according to the type of material • Housing according to ownership C. Livelihood information

• Primary source of livelihood • Basic Infrastructure and facilities • Buildings and other infrastructure • Basic Services • People’s Organizations • Institutions and human resources II. Organizational Structure Narratives Organigram Composition Roles and Responsibilities of committees • Responsibilities of teams III. Community Risk Assessment • • • •

IV. V. VI. VII. VIII.

• Disaster risk Profile • Assessment Tools • Evacuation Plan • Early warning System Legal bases

General BDRRM Program

Program, Projects and Activities per thematic area Monitoring and evaluation

Annexes

Indicators from the IDMS Tool for the development of the Local DRRM Plan Part B. Profiling of Persons with Disabilities 14. Sex 15. Gender 16. Age 17. Indigenous Group 22. Type of disability

Part A. Household Information 10. Building materials

Part B. Profiling of Persons with Disabilities 20. Employment status and skills

Part G. Awareness on DRR and disaster experience 40. Exposure to hazards 41. Disaster experience 42. Effects of disaster experienced 43. Susceptibility to earthquake 44. Frequency of barangay drills and participation of persons with disability 45-46. Experience in evacuation 49-50. Emergency and DRR-related skills

Part B. Profiling of Persons with Disabilities 20. Employment status and skills 21. Education details and barriers 24. Resourced being used 25. Resources still needed IDMS GUIDEBOOK

Tables and charts are a great way to make sense of the hundreds of columns and rows that make up the IDMS Data you’ve downloaded from the KoboToolbox. Below is an example of a table showing the types of disability present in a barangay disaggregated by sex.

This table alone can inform the local health office which services or assistive devices must be made available to their community. They can also reduce access barriers to health services for different types of impairments included in this list.

Type of Disability Deaf/Hard of Hearing Deaf/Hard of Hearing Orthopedic Disability Deaf/Hard of Hearing Speech and Language Impairment Deaf/Hard of Hearing Speech and Language Impairment Visual Disability Deaf/Hard of Hearing Visual Disability Intellectual Disability Intellectual Disability Learning Disability Speech and Language Impairment Intellectual Disability Orthopedic Disability Intellectual Disability Speech and Language Impairment Learning Disability Learning Disability Mental Disability Mental Disability Mental Disability Orthopedic Disability Physical Disability Speech and Language Impairment Needs further assessment Orthopedic Disability Orthopedic Disability Needs further assessment Orthopedic Disability Speech and Language Impairment Orthopedic Disability Speech and Language Impairment Visual Disability Learning Disability Orthopedic Disability Visual Disability Physical Disability Physical Disability Needs further assessment Physical Disability Speech and Language Impairment Physical Disability Visual Disability Psychosocial Disability Psychosocial Disability Needs further assessment Speech and Language Impairment Speech and Language Impairment Learning Disability Visual Disability Visual Disability Needs further assessment Deaf/Hard of Hearing Grand Total 39

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Female

Male

17 1 1 1

2 11

3 1 5 1 2 40 1 1

1 7 10 13 1 126

11 1 1 3 4 5

Grand Total 25 1 6 1 2 22 1 1 3 7 1 10 1

9 53 1

11 93 1 1 1

2 8 1 1 1 7 1 9 1 13

2 15 1 1 2 14 1 19 1 26 1 271

145

Using the Pivot Tables created from both Household Information and Disability Profile worksheets, simple charts can now be easily generated. Here’s how:

Creating Charts and Graphs

1. Select the entire Pivot Table you want to use. 2. Click insert on the Microsoft Excel toolbar and the Recommended

Charts will appear. Excel provides chart and graph choices based on what data you have selected. 3. You may also select the chart of your choice and edit it according to your preference. The type, color, and appearance of the chart to be used in presenting the data from pivot tables can be altered.

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to use them n e h w d n a s t chart type

Differen

tand must help us unders ta Da S M ID e th at n th we ing data easier. Give e to present the data us to ts ar ch Charts make analyz of pe t ty ill needs, knowing wha hich interventions w w g tin ia nt ta bs what the community su d ory an . helpful in telling a st or in the community ct chose to focus on is se y lit bi sa di e th sitive impact to most likely bring po

Bar Charts Use bar charts, or column charts when vertical, to show change over time or comparisons.

Pie Charts Pie charts are most impactful with a small data set. They can be sometimes misleading because of their shape so be careful with how you use them. Use them to illustrate part-to-whole comparisons.

Line charts To show time-series relationships with continuous data, line charts are used. It is a good way to show trends and results over time. This can be particularly helpful when you have been collecting IDMS data over long periods of time.

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Area charts Area charts also show time-series relationship, but they are mainly used to represent volume.

Scatter plots Scatter plots show the relationship between items based on two sets of variables. They are best used to show correlation in a large amount of data.

Bubble Charts Bubble charts are good for displaying nominal comparisons or ranking relationships.

Heatmaps A heatmap shows the magnitude of a phenomenon as color in two dimensions. The difference in color represents how an event or phenomenon affects geographical locations represented in the map.

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of IDMS Data n io t a z li a u s of data vis Here example San Jose in Bislig City. from ? e data tell us s e h t s e o d t Wha

Sex of Head of Household Female Male

100

Educational Facilities Available in the Area None Private

Public

60 40 20 0

Out of 974 households surveyed in Brgy. San Jose in Bislig City, 860 are headed by male while 114 are headed by female.

A considerable number of persons with disability (42) have pointed out that there are no educational facilities that are available in the area where they could learn and maximize their full potential; while 82 said there are public institutions available in their area and only 11 private ones.

Civil Status of Head of Household 600

DRRM-related info include respondents’ perception of their hazard exposure; and based on 974 of them, heads of households perceive that they are prone to the following hazards: Typhoon – 928 Earthquake – 876 Flooding – 189 El nino or la nina – 542 Volcanic eruption – 2 43

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Fire – 3 Landslide – 114 Storm surge – 91 Tsunami – 6 Armed conflict – 10

Widow

500

Single

400

Separated

300

No Response

200

Married

100

Cohabitee

271 of the heads of the household are cohabitees. 560 heads are married, 27 are separated, 56 are single and 67 are widows.

Respondents were asked if they have coordinated with PDAO, LDRRMOs, Barangay officials, local health offices, NGOs, schoolteachers and administrators, and religious organizations on the needs of persons with disabilities. Based on their responses: • 60 of the household heads said that coordination with the PDAO is not applicable in their case. • 89 responded that they have frequently coordinated with their LDRRMO on their needs. • Household heads would rarely or sometimes go to barangay officials and local health offices to coordinate needs of persons with disabilities. • 70 respondents said that they never reached out to school teachers and administrators for students with disabilites.

There are more examples of data and charts with data interpretation from the DMS Pilot Testing Results both from Las Piñas City and Bislig City included the IDMS Resource Materials.

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Analyzing the IDMS data Make sense of the data. Look for causal relationships. Always keep in mind that analysis is precise – each finding tells you one thing – so you need to be careful not to misuse data. In the same way that wrong diagnosis by a doctor to a

patient’s illness could lead to illness, impairment, or worse, death; wrong analysis of the community’s current situation could result to plans that do not cater to the needs or the community nor address their real and most urgent concerns. Here are some of the common techniques in analysis that you can use:

Techniques in Data Analysis Trends Trends can be up and down, linear or exponential, steady or fluctuating, seasonal or random and there can be changes at a defined rate. Check out your data. Do you see apparent direction or trends when looking at the data on: • Level of knowledge about disaster? • Disability type and access to services? • Involvement in community activities by age? • Household income?

Up and down vs. Flat Linear vs. Exponential Steady vs. Fluctuating Seasonal vs. Random Rate of Change vs. Steepness

Comparison Comparisons can be based on ranking, measurements, range, context, relationships. Do you see a difference or similarity in data such as: • Gender and access to services? • Gender and knowledge about disaster? • Family costs for disability according to types of disability? Patterns A pattern is a series of data that repeats in a recognizable way. Does your data show: • Clear connection or relationship between or among the indicators? You may look at the disaster knowledge level according to the level of educational attainment. • Gaps such as lack of service access and knowledge about their rights? • Outliers? There might be a specific segment of the population that has zero knowledge about disasters, for example. 45

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Categorical comparison and Proportions RANKING: Big, small, medium MEASUREMENTS/VALUES: Absolutes Range and Distribution CONTEXT: Targets, forecasts, averages Hierarchical Relationships

Exceptions/outliers Intersections Correlations Connections Clusters Associations Gaps

Here are additional guide questions that can help in data analysis: • Are there any similarities or differences?

Do you see any pattern?

• Compare your data. It can be based on

time, amount, quality of data

• Find relationships in your data – is the

type of housing of the household relevant to their income?

• Trigger questions – and make sure you

answer them.

Indeed, there are many different ways of making sense of data and the following techniques are not new. Organizations do it all the time. The most basic way of analyzing something is by using comparisons. Drawing comparisons can put your analysis into context, it brings in the wider picture and it becomes easier to understand and appreciate what the data is telling us. The comparisons you can do are: • Compare your community data to the national or regional average; • Compare your results to past results, to get a view of how the issue/topic has changed over time; • Compare your results with other communities near you; and • Compare your results with other communities with similar characteristics to your own. Look at the sample table to the right showing summary for reasons for unemployment among persons with disability. Notice that the primary reason for unemployment in the barangay is functional limitations, followed by the lack of opportunity. What other indicators do you think organizations can look into if they plan to design and implement interventions aimed at reducing number of the unemployed among the sector?

Reason for unemployment Communication barrier Difficulty in daily commute/ transport Functional limitations Inaccessible workplace/s Lack of education Lack of opportunity Other reason/s Personal choice Refused to be allowed by family to work TOTAL

No. of persons with disability 21 3 40 2 18 24 32 24 8 172

There are many available indicators we could zoom into. For one, examining the capacities of persons with disability which are captured in the IDMS Data can certainly provide stakeholders and duty-bearers adequate bases which livelihood projects to fund or which skills training are much needed by the sector. Non-technical skills acquired Auto mechanic Carpentry Computer literacy Domestic chores Driving Tailoring Electrician Plumbing TOTAL

No. of persons with disability 3 10 12 40 8 13 4 1 91

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Analyzing data from WGQs One of the intended purposes of WGQ is to identify the prevalence of disability in order to measure the inclusion of programming.8 The type of disability and responses to the Washington Group Questions in the IDMS Tool can be used to analyze the relationship between functional limitations and inclusion by identifying if there are differences, say, in employment.9

risk of being excluded if faced with physical, informational, attitudinal, or institutional barriers in their surrounding environment.

This approach is based upon the social model of disability which lies at the heart of the UN Convention on the Rights of Persons with Disabilities (UNCRPD). The social model was groundbreaking in its view of people with disability. The model distinguishes between an impairment (e.g., a problem of body structure If the employment rates of people with and such as a person’s inability to move their legs) without a disability are compared and a gap and a disability. Disability is the result of the is found, that can be taken as evidence of interaction of the impairment and the surrounding environmental barriers. If people of the same age, environment (e.g., unable to move her legs, gender, area of residence, etc., who have difficulty this woman has not been able to attend school, seeing, for example, have lower employment marry or be hired for a job because of a nonrates than similar people with no difficulty seeing, accommodating environment). In other words, then the conclusion is that barriers are present for disability is not the same as an impairment but people with seeing difficulties.”10 emerges through the interaction of a person’s functional ability (which results from problems While the WGQs only ask about a single aspect with body structure and function) and their of the social model, that is a person’s functional environment. People are not excluded in society limitations, these six questions can be used in because they cannot move their legs. Rather, they conjunction with participation measures (such are excluded because they live in an inaccessible as employment) to analyze the relationships environment without access to assistive devices between individual functioning and participation 11 as affected by the environment. More importantly, and often also face discrimination. the WGQs are added to the IDMS to better understand how these functional limitations relate Interpreting IDMS Data for planning to other information and contexts at play such Asking the right questions and mastering the as individual’s environment, participation in local ability to pick the right data and glean insights governance, or access to services. to influence decision-making especially in Respondents who answer ‘a lot of difficulty’ governance is unnerving and intimidating at first. or ‘cannot do it at all’ to at least one of the six This is particularly challenging when dealing with functioning questions should be considered a IDMS data which are deemed high quality due person with disability for the purpose of data to the sheer number of questions included in the disaggregation, particularly for the Sustainable survey. Development Goals (SDGs). These are people Looking at the data (now presented in tables whose functional limitations place them at and charts) so far, what do you think are other 8 Disability Data Collection: A summary review of indicators from the IDMS Data that may be the use of Washington Group Questions by development and analyzed in order to understand the community’s humanitarian actors, Relief Web [website], https://reliefweb. situation better? What does this imply to your int/sites/reliefweb.int/files/resources/Disability%20Data%20 LGU programming? Collection%20DIGI.PDF (accessed 20 June 2020). 9 An Introduction to the Washington Group on Disability After selecting themes, picking data points, Statistics, Washington Group on Disability Statistics Question Sets [website], https://www.washingtongroup-disability.com/fileadmin/ uploads/wg/Documents/An_Introduction_to_the_WG_Questions_Sets__2_June_2020_.pdf, accessed 12 January 2021). 10 Ibid. 47

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and careful analysis, the next step is data interpretation. 11 Ibid.

Here’s where it gets tricky because there are many ways to misinterpret or misuse data. Watch out for common errors in data analysis such as: Not knowing the subject area. It’s important that you understand the nuances and context of your data analysis. Changes in policy or the addition of new variables can have a huge effect on society’s image. Changes in the data may or may not be linked to the causes you believe; Reading too much into the findings. When analyzing data, it is important to only report what the data says. It is very convenient to use your knowledge of the environment to add context to the data, but it is critical to distinguish between your knowledge and the data while doing so. You can’t say that the data is 100% supporting your point of view if it isn’t; and Making sweeping comments. This is somewhat similar to the previous pitfall in that it is more about figuring out what the data is really saying and reporting just that. When attempting to interpret findings and simplify what they mean, it is easy to lose sight of the data’s true meaning. As a result, you must be extremely cautious when interpreting the data.

Knowing your variables. In quantitative analysis, this is important. It’s important that you know what variables you’re working with. What exactly are they saying?12

Inclusive and participatory data analysis Organizations of persons with disabilities (OPDs) present in the community are highly encouraged to be invited and included in a plenary session in order to validate and make more accurate analyses and interpretation of the data collected. A sample of a chart showing the distribution persons with disability across different indigenous groups is shown below. In this example, validating with OPDs from the community whether or not Ilokano is indeed an indigenous group, or if Manobo is different from Manubo, can set the figures on record straight. This is just one of the 50 questions in the IDMS that need to be validated so your analyses are on point. Strategies in ensuring the data reflect the issues in the barangay are discussed in greater detail in the next chapter.

The cornerstone of all barangay and

Persons with disability that are part of Indigenous Groups Indigenous Groups

Total 0q Bisaya Bol-anon Cebuano Ilokano Ips Kamay o Mandaya Manobo Manubo N/A No Nobe Non

Total no. of persons with disability

Bol-anon

Bisaya

Cebuano

Ilokano

Ips

Kamayo

Manobo

Mandaya

Manubo N/A

12 2008.

Grand Total

178

WHO/ESCAP, Training Manual on Disability Statistics, IDMS GUIDEBOOK

IDMS GUIDEBOOK

Inclusive Planning and Budgeting LGU planning is the Department of Interior and Local Government’s Rationalizing the Local Planning System.

and participatory planning Here, the conduct of multi-stakeholder consultation g public policies and actions process to involve community members in identifyin Community members that are relevant and helpful for them is highlighted. in order to do not need to know the technical planning process participate.

arangays and local government units are mandated to have a comprehensive and multi-sectoral development plan,13 and a harmonized planning and budgeting.14

The Barangay Development Plan The barangay is the primary planning and implementing unit of government policies, plans, programs, projects, and activities in the community.15 As such, it must prepare, “a comprehensive multi-sectoral development plan that is formulated through an inclusive and participatory approach led by the Barangay Development Council (BDC) and approved by the Sangguniang Barangay.16 13 Local Government Code, Section 106 14 DILG, NEDA, DBM AND DOF Joint Memorandum Circular No. 1, Series of 2007 on Harmonization of Local Planning, Investment Programming, Budgeting, Revenue Administration and Expenditure Management 15 Local Government Code, Section 384 16 National Barangay Operations Office - Department of Interior and Local Government, Primer on Barangay Development Planning, 2020.

Put simply, the BDC must lead the preparation of Barangay Development Plan (BDP). The BDP must then be approved by the Sangguniang Barangay or the legislative body in the barangay level. It is an official document of the barangay that specify policy options, programs, projects, and activities intended to contribute towards the achievement of the barangay’s development goals and objectives.17 Here are some of the information that must be included in the plan: • Situational analysis,

• Organizational philosophy, • Policy options,

• Programs, projects, and activities, • Implementation timelines,

• Resource requirements, and

• Monitoring and evaluation system.

17 Ibid.

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Inclusive planning at the barangay level Governance in the context of development planning is about upholding the interest of the governed. As such, its primary purpose is to protect public interest and that of every individual who has a stake in the planning process. It’s important therefore to rationalize Barangay Development Plans (BDPs) to ensure that its contents directly address the needs of the community and its residents.18 BDP processes are open to ALL stakeholders. People from different sectors must actively participate in these processes. They should bring attention to their issues and suggest priorities and strategies through the help of the BDC. The BDC, on the other hand, must allow them to spell out the various issues that concern them. The representation and active involvement of numerous groups, especially marginalized groups, will ensure that issues affecting communities that cut across sectors are heard.

The BDC is mandated to formulate the BDP. It shall include members of the Sangguniang Barangay and Representative of the Congressman with the Barangay Captain as the chairperson (see diagram below). Barangaybased non-government organizations (NGOs) shall also be part of the council, and they shall constitute not less than one fourth (1/4) of the members of the fully organized council. This is important to note as this ensures participation of community-based people’s organizations (i.e. organization of persons with disability, women, children and youth, and older persons) in governance and developmental process. By encouraging sectoral groups and NGOs to participate in the planning process, the current planning system attempts to avoid multiplicity of plans and efficient use of resources. The Sangguniang Barangay must accept or accredit NGOs that will have a seat in the BDC.19

19 (DILG MC No. 2018-146: Accreditation of BarangayBased Non-Governmental Organizations (NGOs) and their Membership in the Barangay-Based Institutions (BBIs)

18 Ibid. BARANGAY HALL

Who should be a part of the Barangay Development Planning process?

Punong Barangay (BDC Chairperson)

All Sangguniang Barangay Members

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SK Chairperson

Representative of Congressman

At least 4 NGO Representatives

WHY

is there a need for the local government to plan?

WHO

are involved in planning?

HOW

is the plan accomplished?

WHAT

are the activities that will ensure the implementation of the prepared plan?

The needs of a community vary and may range from simple to complex. These issues or needs arise from the problems faced by the people who are part of it. The barangay or LGU must meet the needs of its constituents in order to be effective in its management. Otherwise, community members will find it difficult to own and embrace the programs and projects it wants to implement.

Accreditation of community-based people’s organization

But the BLGU cannot meet all the needs of their constituents all at once. It needs to allocate its available resources wisely, and addressing a variety of needs often times require a lot of resources.

Accreditation Form (AAF) to the SB • Certificate of Registration issued by the Securities and Exchange Commission • List of current officers, • Annual accomplishment report, and • Financial statement for the immediately preceding year Coordination is encouraged among NGOs working for the same sector in the barangay as only one NGO per sector will be accredited.

Given the limitations in resources and the wide range of needs present in the community, prioritizing is key. This will enable the local governments to focus on their most immediate needs. After careful analysis of the problems of the community, selecting priority issues must be carried out with the help of community members.

Requirements of accreditation are the following: • Letter of application for accreditation • Accomplished Application and

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Organization of Barangay Development Council - Technical Working Group Aside from accrediting sectoral groups or NGOs to be part of its BDC, the barangay can also invite sectoral representatives and organizations as members of the Barangay Development Council - Technical Working Group (BDC-TWG). This is formalized by the issuance of an Executive Order by the Punong Barangay. Formation of sectoral planning groups is highly recommended to ensure that specific concerns of each of the five Development Sectors (Economic, Social, Environment, Infrastructure, and Institutional Development) are considered.20 In organizing the BDC-TWG, representatives of OPDs and NGOs working with the sector shall be convened by the barangay. An orientation and workshop must be conducted for them to become familiar with the processes and principles involved in the planning process. This will also be an opportunity to level off expectations especially on their roles and responsibilities with regard to the preparation and updating of BDP so they can create work plans germane to the task at hand.

The key responsibilities of the BDC-TWG in IDMS are the following: • Help the BDC in data analysis and

interpretation; • Priority issues, concerns, and needs of persons with disabilities; • Recommend solutions to address priority problems; and • Monitor the implementation of programs and projects. Many tools can be used to identify priority issues. One of such tools is the Problem-Solution Matrix (shown below). By facilitating a workshop on the ProblemSolution Matrix, the BDC allows BDC-TWG members to have a deeper analysis of their community context and situation. They are encouraged to express their needs and concerns in their own colorful, meaningful, and realistic way.

Identifying projects, programs, and activities (PPAs) that will help the community, especially the persons with disabilities, will become straightforward and uncomplicated. The results of the Problem-Solution Matrix shall be one of the barangay’s main bases for the development of its plans and budget. National Barangay Operations Office - Department of In-

20 terior and Local Government, Primer on Barangay Development Planning, 2020.

Problem-Solution Matrix Issues, needs, and concerns (problems)

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Causes or Factors Proposed solution Implications of the affecting problems to issues, needs, problem being addressed and concerns

How to use the Problem-Solution Matrix 1. After listing down the problems and issues

that were reflected in the IDMS Data (including their proposed solutions), the participants shall rate the problems and needs of the disability sector according to a set of criteria they’ve agreed upon.

2. Examples of criteria are:

• Number of people to be affected (the

more people to be affected, the greater the importance)

• Urgency • Barangay capacity and resources 3. Rate each issue 1-5, 1 being the lowest

score that can be awarded, 5 being the highest;

The BDC must meet at least once every six months, or as required, to deliberate and review the plan’s requirements. \When deciding on priorities, keep in mind that the Barangay Development Plan should focus on the impacts and effects that will propel the community forward and further its development. It is also necessary to consider whether a development program is beneficial to the majority of the barangay population before prioritizing it. In poverty-stricken areas, for example, PPAs such as livelihood and anti-poverty alleviation programs are vital and important. PPAs can be classified as follows: • Urgent - initiatives that cannot be

• •

4. Get the total score of each item. The ones

with the highest scores are the ones to prioritize.

5. Include in the plan (BDP, BDRRMP, etc.)

proposed solutions to the issues with the highest scores; at

• •

postponed and can help to alleviate safety concerns, etc.; Essential - projects that can finish pending ones; Necessary - projects that must be implemented in response to potential needs; Desirable - initiatives that could lead to the expansion of other services; Acceptable - programs that can be put on hold without having an impact on the current situation.21

6. Cross-validate these problems and solutions

in a plenary session with organizations or federations of persons with disabilities.

7. Take note of their comments, feedback and

recommendations.

21 Ibid.

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Barangay Development Investment Program (BDIP)

On the next page is the Barangay Planning and Budgeting Calendar for the preparation and submission of development plans and budget.23

The BDP sets the priority areas of services and specifies target outputs and accomplishments of the barangay. It usually covers a fiveyear period or the medium term of 3 years. Furthermore, PPAs of LGUs must be consistent with AMBISYON NATIN 2040 and have a resultsoriented emphasis on national development targets.22

As you can see, data gathering and validation must be scheduled and completed by Barangay LGUs from August to September upon assumption to office during the Situational Analysis and Problem Identification. However, IDMS can be adopted and undertaken by Barangay LGUs even after the first year of the barangay officials’ assumption to office by including the IDMS activities and corresponding budget in the formulation of the Annual Investment Program (AIP).

The Barangay Development Investment Program (BDIP) is the primary tool for putting the BDP into action. It is a document that translates the BDP into initiatives, projects, and events, as well as the corresponding resource specifications, all of which are expected to be completed within three (3) years. Gender and Development Plan (GAD Plan), Barangay Disaster Risk Reduction and Management Plan (BDRRMP), Barangay Peace and Order and Public Safety (BPOPS) Plan, Barangay Anti-Drug Abuse Council (BADAC) Plan of Action, Barangay Ecological Solid Waste Management Plan (BESWMP), and Comprehensive Barangay Youth Development Plan are examples of sectoral plans that should be included in the BDP. For many years, CDP has advocated for higher budgetary allocations for persons with disabilities at the local and barangay levels. As a result, local government units have increased support for investment in disability-inclusive disaster risk reduction activities. Now, CDP continues to advocate for the same with a strong emphasis on the collection and maintenance of database where activities and expected results to be included in plans and budget could be derived from. 22 Executive Order No. 27 s. 2017, Directing all government agencies and instrumentalities, including local government units, to implement the Philippine Development Plan and Public Investment Program for the period 2017-2022

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Furthermore, sectoral groups, NGOs, CSOs, and POs need to identify the entry points in each step of the planning and budgeting process where they may assist the LGU, especially in mainstreaming issues and concerns of the vulnerable groups. If the Barangay Development Plans have already been prepared, an entry point for CSOs may be through the preparation of the sectoral/thematic plans and annual investment plan.

Barangay Development Plan (BDP) Practical Vision/Strategic Directions Long Term (5 Years) Annual Investment Program (AIP) Priority PPAs; Major Final Output; Performance Indicators/Targets Short Term (1 year) Annual / Supplemental Budget (1 year) 23 National Barangay Operations Office - Department of Interior and Local Government, Primer on Barangay Development Planning, 2020.

Barangay Planning and Budgeting Calendar (Upon assumption to office) Timeline

Year 1

(*occurs ever year)

JULY AUGUST -SEPTEMBER AUGUST SEPTEMBER OCTOBER OCTOBER NOVEMBER -JANUARY FEBRUARY MARCH

APRIL - JUNE JUNE 7* JULY 5*

Year 2

JULY 15* AUGUST* SEPTEMBER 15* SEPTEMBER 16*

Barangay Budgeting Process 1. Organization of BDC-Technical Working Group (TWG) 2. Situational Analysis and Problem Identification 3. Formulation/Review of Barangay Vision and Mission 4. Determination of Vision – Reality Gaps 5. Setting of Goals and Objectives 6. Identification and prioritization of programs/projects/ activities (PPAs) 7. Formulation of the Barangay Development Investment Program (BDIP) 8. Adoption and Approval of the BDP 8.1. Presentation of BDP to the Barangay Assembly 9. Submission of approved BDP to City/ Municipal Development Council 10. Formulation of the Annual Investment Program (AIP) 11. Approval of the AIP by the Sangguniang Barangay

12. Participation to the Budget Forum of the City/Municipal

13. Preparation and Submission of Budget Proposals of PPAs identified to be sourced out from City/Municipality 13.1. Participation to Budget Meetings of City/Municipality, when necessary 14. Submit detailed and itemized revenues and expenditures for the current year by the Barangay Treasurer to the Punong Barangay 15. Prepare annual barangay budget

OCTOBER 17–NOVEMBER 16* 16. Approval of the Barangay Budget by the Sangguniang Barangay OCTOBER*

OCTOBER –NOVEMBER 26* (within 10 days upon enactment of Appropriation Ordinance)

Year 3

"NOVEMBER –ONWARDS* (within 90 days upon receipt of the Appropriation Ordinance) JANUARY –DECEMBER*

17. Present the Annual Budget to the Barangay Assembly

18. Submit appropriation ordinance to the Sangguniang Panlungsod/ Bayan 19. Budget Review 20. Budget Execution 21. Budget Accountability

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Annual Investment Program (AIP)

Budget Preparation

The AIP is the annual slice of the Barangay Development Investment Program (BDIP). It is the yearly program of expenditures both for capital and operating requirements of the barangay that will serve as basis for the preparation of Annual and Supplemental Budgets. It contains the total resource requirements for all PPAs consisting of the annual capital expenditure and regular operating requirements of the LGU. This means, the AIP contains the specific PPAs with corresponding costs including the necessary fund flows for the timely release of funds in a year.

The Barangay Budget is a document that lists the costs of expenses in relation to the barangay’s income for a given period of time. The Punong Barangay, in collaboration with the Barangay Treasurer and the Barangay Development Council, prepares the barangay budget, which includes: (a) revenue estimates; and (b) overall appropriations as proposed by the Punong Barangay.24

The Punong Barangay, with the assistance of the Barangay Secretary and Barangay Treasurer, will prepare the AIP based on the authorized BDP. Without data on the needs, issues, and concerns of the vulnerable groups such as the persons with disability, there simply is no basis for the BDC to identify which priority programs, projects, and activities must be pursued to better serve their constituents, particularly the vulnerable sectors. And without priority programs and projects, there is no basis for the programming of funds; therefore, there is no basis for budgeting.

Preparing to Plan • Training of Enumerators • Data Collection

PPAs earlier identified in the Problem-Solution Matrix can be used not just for the preparation of the BDP. The BDC must also consider PPAs that could be included in the Barangay Disaster Risk Reduction and Management Plan or BDRRMP. Remember, all approved and ratified programs and projects must be adequately financed in accordance with the law’s mandate. Each barangay are required to allocate no less than: 1. Twenty percent (20%) of Internal Revenue Allotment (IRA) for development projects as mandated under Section 287 of RA No. 7160;25

Actual Planning

Post-Planning Activities • •

Participatory Monitoring and Evaluation

•

Implementation of plans 24 25

IDMS GUIDEBOOK

Packaging the BDP Communicating the results of the BDP Resource Mobilization

Local Government Code, Section 389(b)(7) DILG-DBM JMC No. 2017-01);

2. 5% of the estimated revenue from regular sources as an annual lump sum appropriation for its Barangay Disaster Risk Reduction and Management Fund;26 3. 5% of the General Fund for Gender and Development;27 4. 10% of the General Fund of the Barangay for Sangguniang Kabataan (SK) Fund;28 5. 1% of the IRA for Persons with Disabilities;29 6. 1% of the IRA for Senior Citizens;30 7. 1% of IRA for Implementation of the programs of the Barangay Council for the Protection of Children31 The barangay may also identify PPAs that can be funded by the parent LGU (e.g. the city or municipal government). Please refer to the Primer on Barangay Development Planning included in the IDMS Resource Materials for the complete guide in investment programming and budgeting in the barangay which are integral to operationalize the BDP. The primer also contains templates and other documents helpful for the barangay.

Preparing for Data Collection As was discussed at the beginning of this guide, data collection requires only android devices to collect data; but training and practice for both the use of gadgets and the proper approach in administering the data profiling tool must be conducted prior to data collection. The barangay 26 Section 21 of RA No. 10121, and Rule 18 of its IRR 27 RA No. 7192, RA No. 9710, and Philippine Commission on Women-DILG-DBM-National Economic and Development Authority JMC No. 2016-01 dated January 12, 2016 28 Section 329 of RA No. 7160, and Section 20 (a) of RA No. 10742. 29 R.A. 7277 30 R.A. 9994 31 RA No. 9344.

must ensure that enumerators or volunteers who will administer the IDMS tool to households are sufficiently trained to accurately enter and send accomplished forms to the database co-shared with the LGU. As such, preparation and planning for data collection must already be discussed among the BDC and BDC secretariat during the stakeholders meeting and planning at the beginning of the year (or the previous year), ensuring that data collection takes place before the actual planning. The number of days for actual data collection, however, depends on two things: total number of households to be covered, and number of data collectors, enumerators, or volunteers available for the field activity. Based on the project’s pilot testing, the data collection with one household typically takes 1245 minutes to finish, depending on the presence of household member/s who have disability/ies. Remember, Parts B to F of the IDMS Tool (see Full List of Questions) only appears if a number equal to or more than 1 is entered on question number 12.a. — the number of persons with disability/ies in the household who can or can be assisted to respond to the survey. Typically, an enumerator can collect data from 10 to 30 households or an average of 20 households per day.32 Bearing this in mind, you can now decide how many days and how many enumerators are needed to cover the entire barangay for the IDMS data collection project. If you have 10 available enumerators, for example, you can allocate six (6) days of data collection in a barangay with a total of 1200 households using this formula:

No. of Days for = Data Collection

Total No. of Households No. 20 x Total Enumerators

Maximum of six (6) hours of data collection in a day.

IDMS GUIDEBOOK

Making the Barangay Disaster Risk Reduction and Management Plan (BDRRMP) disability-inclusive

Collection of relevant information on persons with disabilities increases LGU’s potential

to mitigate, prepare for, to develop and strengthen the sector’s capacities . respond to, and recover from the effects of disaster

ore specifically, data collected can be used during capacity building activities in Community-Based Disaster Risk Reduction and Management, particularly during the Community Risk Assessments (CRA). It can also be used to further develop certain risk assessment tools, like the Elements-at-Risk tool, which determines the resources, capacities, and vulnerabilities of a community. Information collected from the CRA process is the foundation of a community’s disaster risk reduction and management plans. The more comprehensive the data on persons with disability are, the more likely an LGU is able to produce and implement local development and DRRM plans that cater to the specific needs and concerns of the sector, further boosting the community’s over-all resilience and reducing its disaster risk.

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Part of the Quality Assurance System developed by the Local Government Academy (LGA) is a Simplified BDRRMP Template that could guide barangay DRRM committees in crafting their BDRRMPs. In this chapter, we’ll look at the Barangay Disaster Risk Reduction and Management Plan (BDRRMP) and identify where the responses from the IDMS tool could be useful. The standard tool endorsed by the Department of Interior and Local Government (DILG) that could be used to measure the quality of a BDRRMP is the Quality Assessment Tool (QAT). It is mandated by the Philippine DRRM Law – RA 10121 – for use by LGUs to enhance their plans and integrate the concerns of women, children, older persons, persons with disability, and ethnic minorities. Putting emphasis on persons with disability, the QAT focuses on nine (9) Key Elements which contains Quality Benchmarks (QBs) with specific sets of required Criteria and Sub-criteria that should be reflected in the BDRRM Plan.

Outline of LDRRM Plans Local DRRM Plans are important as they are the main document that articulates the barangay’s vision of a safer, developed, and resilient community. As such, it must detail the strategies of the local government in achieving its goals based on its susceptibility to hazards and its overall disaster risk. Aside from the title, vision, mission, goals, and objectives, here are the main sections that must be included in the BDRRMP: VI. General Information A. Barangay Profile

VIII.

• • • •

• Location and Border

• Land and Water Forms

B. Population and Population

• Population by gender • Population by age • Housing according to the type of material • Housing according to ownership Primary source of livelihood Basic Infrastructure and facilities Buildings and other infrastructure Basic Services People’s Organizations Institutions and human resources

VII. Organizational Structure

Narratives Organigram Composition Roles and Responsibilities of committees • Responsibilities of teams • • • •

isaster risk Profile D Assessment Tools Evacuation Plan Early warning System

IX.

Legal bases

General BDRRM Program

XI.

Program, Projects and Activities per thematic area

XII.

Monitoring and evaluation

XIII.

Annexes

C. Livelihood information • • • • • •

Community Risk Assessment

Notice how some of the questions included in the IDMS tool, listed on page 6, could be easily matched and used to satisfy the needed information in some of the sections in the outline.

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The Barangay DRRM Plan Quality Assessment Tool

The QAT looks at 12 key elements with corresponding and well-defined criteria. Each BDRRMP can score a maximum of three points per element. BDRRMPs must score a total of 31-36 points in order to be assessed as high quality, and 21-30 as medium quality. If a plan gets a measly score of 20 or below, it means that it needs further work to become more disabilityinclusive. The QAT is great tool that could guide barangay and LGUs what must be taken into consideration when developing BDRRMPs. Out of the 12 areas, seven (7) puts heavy emphasis on the participation, involvement, and inclusion of the most vulnerable and marginalized sectors. Let’s now look at these key elements.

Representation of DPOs in the BDRRMC

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The main criterion for membership in the barangay DRRM committee is the representation of sectoral groups such the vulnerable and marginalized sector, schools, faithbased organizations, livelihood sectors, and environmental sector. Thorough consultations enables them to articulate their needs, issues, and concerns better.

Involvement of persons with disability in community risk assessment

Active and meaningful participation of persons with disabilities and other vulnerable groups are also given weight in the QAT. The maximum point of three points can be taken by BDRRMPs that show involvement of children and youth, women, pregnant and lactating mothers, persons with disability, older persons, and indigenous people (if there are indigenous groups present

in the community), in the risk assessment. Part G (Awareness on DRR and disaster experience) of the IDMS Tool may contain important risk information from the community as it presents households’ perceived susceptibility to hazards, disasters they experienced and their effects.

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Collection and use of disaggregated data in elements at risk

It is not enough that BDRRMPs contain results of community risk assessment (CRA) tools (e.g. elements at risk, seasonal calendar, etc.). The maximum score can only be attained by fulfilling all the sub-criteria under the section C, which includes data of the elements at risk disaggregated by age, sex, and abilities. This highlights the different and varying needs of affected families and individuals depending on their age, sex, disability, and susceptibility to hazards. The criteria for this key element looks at how risk information are linked to programs, projects, and activities (PPAs) included in the BDRRMP. This is where data analysis OF IDMS data can be crucial in substantiating the priorities

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that will be funded by the local government for disaster preparedness, prevention and mitigation, emergency response, and recovery and rehabilitation. Some examples of PPAs per thematic area is provided on page 75. The use of IDMS data must not be limited by the barangay LGU strictly for its Barangay DRRM Plans only. It can also be the basis for other development plans with much larger fund allocation. For example, if the data shows a large number of persons with disability from ages 18-60 years old are unemployed, skills enhancement or livelihood training could be included as priority program of the barangay in its BDP under the economic development sector, which has greater fund allocation.

Major issues and concerns of persons with disability are addressed

Given the absence of reliable data to account for persons with disability, basic social services are less likely to reach them. Part B of the IDMS Tool consists of questions for profiling of persons with disability. Data on the sector’s registration status, employment status, skills and education, and resources needed are some of questions included in the tool. These information, when analyzed vis-à-vis the results of the CRA, could paint a clearer picture of the real situation of persons with disability in the community.

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Persons with disability are given roles in the implementation of the plan

Aside from the roles of barangay officials, and local government units and agencies, the QAT also looks at the role that families and sectoral groups play in the implementation of the PPAs. The level of participation of persons with disability in local governance can be gleaned from the responses in Part E (Participation in Governance) of the IDMS tool. Part E also includes responses

that identify the trainings received by the members of the community (Question no. 36) on livelihood and trade, governance, and emergency preparedness. A thorough knowledge of the skills and capacities available for the LGU to tap can help them assign roles to persons with disability easily.

Persons with disability have roles and responsibilities in the monitoring and evaluation

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Part E also takes note of DRR-related experience and training members of the community have received in the last three years. This includes coordination, information management and sharing, communication, evacuation, food and relief goods packaging, service delivery, and transportation. The QAT emphasizes the potential contributions of the sector in not only the development and implementation of the DRRM plan, but also in its

monitoring and evaluation; hence, mechanisms must be in place so they can partake in governance. After all, the Section V on the Role of Stakeholders, under Paragraph 36(a) of the Sendai Framework for Disaster Risk Reduction (SFDRR) 2015-2030 ‘recognizes the critical role of persons with disabilities and their organizations in the assessment of disaster risk, as well as the design and implementation of plans that are in line with the principles of universal design.’

Appropriateness of Early Warning System (EWS) for persons with disability

Early warning systems in both the municipal/city and barangay-level can be made more accessible for persons with disability by incorporating accessible signals for the various impairments present in the community. This means that sirens or auditory warnings could be paired with visual signals such as color-coded flags or any alternate accessible formats. The IDMS Tool collects detailed information regarding the types of disability present in the barangay (Question no. 22). This could help

the barangay and LGU in ensuring that EWS are appropriate for the community’s vulnerable population. Responses to the population’s main sources of disaster preparedness information (Question no. 47) can also be examined to determine the channels that the barangay and LGU can take advantage of to disseminate and raise awareness around how the local EWS works.

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Recommendations for improvement of the plan

Programs, Projects, and Activities (PPAs) per thematic area

Those are only some of the parameters that are included in the Quality Assessment Tool (QAT) to evaluate the quality of BDRRMPs (You may refer to the full texts included in the tool from the IDMS Resource Materials). LGUs are encouraged to peruse the whole document and examine all the key elements and the criteria that go with them.

The main aim of IDMS is to promote the inclusion of persons with disabilities in planning, budgeting, and other development processes of local government and agencies particularly in DRRM.

List down all the key elements where your current BDRRMP scored poorly and take note of any recommendations that will help improve the BDRRMP. Use the template included in the QAT (as shown below).

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The collected and recorded information on disability and disaster risk reduction and management must be highlighted in the PPAs of not only the local DRRM plans, but in other local development plans as well, given the modest 5% budget allocation for local DRRM fund. Integration of the BDRRMP in the approved barangay development plan and annual investment plan allows the barangay in identifying other possible sources of funds to cater to the specific needs and concerns of the sector, thereby reinforcing the community’s preparedness and response capacities. Samples of PPAs per thematic area can be found on pp. 75-82.

Conclusion

We have tackled each of the steps included in the IDMS process — building a KoboToolbox account, using its mobile application on an Android device, training enumerators in data collection, data management, and analysis, and integrating IDMS with LGU or barangay planning — to achieve the goal of giving voice and service to the disability sector. Keep in mind that your LGU or barangay will only be able to implement the IDMS project once the following have been completed or are in place: • The IDMS Tool has been uploaded

and deployed in the main KoboToolbox account that will be used in the data collection project;

• The caretakers are confident in

managing, analyzing, and interpreting data using the KoboToolbox and Microsoft Excel;

• The KoboCollect app is installed on

android devices and the IDMS Tool is ready to use.

• Training and lots of field practice for

enumerators;

• Organizations that work with people with

We hope that this guidebook provided the users a clear grasp of what the IDMS entails and inspired among them creative ideas and strategies how it can be adopted into their own setting and context. Changing the system by which any organization operates on will always be challenging. This arduous task entails collaborative efforts between and among disability actors in a community, their dedication, and their conscious decision not to revert to the old practices which are easier and convenient, but often leads to generic proposals, inadequate budget allocations, and execution. We all must work together to make sure that disaggregated data on disability are updated regularly and that data collection, analysis, and management is sustained (until it becomes a common practice). The more we exercise steps on IDMS, the more persons with disabilities will be given space and opportunities to actively take part in our democracies. They must be heard and seen so that they are able to effectively influence policies and government actions that affect them, understand their full potential, and be at forefront of the positive social changes we’d like to see in our society.

disabilities are part of the BDC-TWG or are accredited member of the councils in the barangay or local government unit.

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Annexes

IDMS and COVID-19

On March 12, 2020, President Rodrigo Duterte ordered the observation of community quarantine in the National Capital Region (NCR) following an increase of Coronavirus or commonly called Covid-19 cases in the region. On March 16, this was changed into an enhanced community quarantine (ECQ) across Luzon. The IDMS Technical Working Group composed of different DPOs agreed to create an online survey that would assess the basic needs of persons with disabilities while in community quarantine. Recognizing the difficulties of managing the database and focusing on ease of access for target respondents, the team used Google Form to collect the data.

Online survey results Upon declaration of the community quarantine, local government units were instructed by the national government to implement measures to address health issues, workers displacement, and people’s survival within their respective communities.

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The Disability-Inclusive Data Collection Form was created on March 21, 2020 for the partners of the Inclusive Data Management System managed by Center for Disaster Preparedness for purposes of generating data on persons with disability. The data to be generated for this report will be used by partner organizations for sharing with local government to support response planning during the Covid-19 community quarantine in Metro Manila and nearby provinces. The results of the survey can be accessed through this link: http://bit.ly/idmscovidsurvey .

Questions from the survey include:

• Age group • Type of disability • Current needs while on community quarantine

Key results from the survey showed that:

• A total of 4,220 individuals have responded to the survey. From these households, 5,755 are persons with disabilities.

• How has the community quarantine affected the household

• 2,356 of the respondents are between 19 - 59 years old which is the workforce age in the Philippines.

• What are the current needs of the household for the persons with disabilities

• 36% of those who responded have physical disability, while 820 of them have multiple disabilities.

• Have you received feedback/support from the LGUs

• The top three most needed support while on community quarantine are: 1. Financial support - 2,829 2. Medicines/maintenance medicine - 1,763 3. Therapy - 1,221 • The major effects of the lockdown to the respondents are the following:

Age group of persons with disability

•

Inability to undergo treatment/ therapy,

• Inability to purchase medication/ assistive devices,

205 1942 2356

• Loss of income/livelihood,

60 and above

• Inability to go for check up,

19 - 59

• Inadequate basic needs e.g. food, water, and

0 - 18

• Higher health risks

IDMS GUIDEBOOK

Type of Disability Combination of disabilities* 820*

1,535

530 598

736

Physical Multiple disabilities Intellectual Sensory

Physical, Intellectual Psychosocial, Physical, Sensory, Intellectual Psychosocial, Physical Psychosocial, Intellectual Physical, Sensory Sensory, Intellectual Psychosocial, Physical, Intellectual Psychosocial, Sensory, Intellectual Physical, Sensory, Intellectual Psychosocial, Sensory

172 124 121 113 89 67 48 28 25 24

Psychosocial, Physical, Sensory Total

9 820

Psychosocial

Needs of persons with disability while on community quarantine in Las Piñas City

3000 2500 2000 1500 1000 500 0

Financial support

Personal assistant

Medical operations

Medicines

Assistive devices

Therapy

Psychosocial support

Prosthesis/orthosis

Accessible transportation

Hospitalization

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None

Effect of community quarantine to the households in addressing the needs of persons with disability Rank

Top 10 Responses

Total

Loss of income/livelihood

699

Loss of income/livelihood, Inadequate basic needs e.g. food, water

453

Inadequate basic needs e.g. food, water

285 266

Loss of income/livelihood, Inability to undergo treatment/therapy, Inability to purchase medication/assistive devices, Inability to go for check up, Inadequate basic needs e.g. food, water, Higher health risks Loss of income/livelihood, Inability to purchase medication/assistive devices, Inadequate basic needs e.g. food, water Loss of income/livelihood, Inability to undergo treatment/therapy, Inability to purchase medication/assistive devices, Inability to go for check up, Inadequate basic needs e.g. food, water Inability to undergo treatment/therapy

Loss of income/livelihood, Inability to undergo treatment/therapy

Loss of income/livelihood, Inability to purchase medication/assistive devices, Inability to go for check up, Inadequate basic needs e.g. food, water Inability to purchase medication/assistive devices

4 5 6

9 10

Have you received support/feedback from your LGUs?

1,710

Yes

2,510

138 118 102

When asked if they already received support or feedback from their LGUs, more than half of the respondents said they are yet to receive assistance as of April 21, 2020. This is according to respondents from over 800 municipalities/ cities all over the Philippines who had access to the survey. In Las Piñas, particularly, only 25% of the respondents — or 69 out of 207 — said they have received any type of relief from their barangay or local government units.

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Lessons learned The implementation of community lockdown was startling for most LGUs. Communities were poorly prepared for emergency crises such as the Covid-19 pandemic. In a country exposed to several hazards, both human-made and natural; health crises of this magnitude are hardly talked about, revealing serious and harrowing realities beleaguering the country’s response capacity and management of health risks. Still, there are lessons to be picked up by different levels of government from the experience, especially the health sector.

Assessing the needs of persons with disability In any type of hazard or emergency, there must be tools and survey questions that are readily available to be used for rapid needs assessment of the sectors most vulnerable in the situation. Simple surveys that pinpoint their immediate needs will provide LGUs clear grasp of the types of support and services they must provide to their most vulnerable constituents. The advantage of IDMS and the availability of data to inform government decisions especially in crisis situations could not be stressed enough. In the data collected from Brgy. Ilaya in Las Piñas City during the tool’s pilot testing, medicines, assistive devices, and therapy are three of the top needs of persons with disability that surfaced. These remained true even during the community

Assistive devices needed by persons with disability in Las Piñas City based on the data from IDMS Pilot Testing Results 60 50 40 30 20 10 0

Prosthesis/orthosis

Therapy

Accessible transportation

None

Medical operations

Assistive devices

Personal assistant

Medicines/maintenance medicine

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quarantine where public transportations were suspended and economic activities stifled. As a result, the need for financial support and accessible transportation increased making it a top priority during the community quarantine.

Data-informed responses Online data collection tools have greatly helped in acquiring data from various places especially during the lockdown. However, access to the internet remains to be a challenge in a lot of places in the country. Exploring other ways of collecting data during pandemic or lockdowns should also be given careful consideration. There are many tools for data visualization available online. They update instantaneously as answers come in. This enables other local government units, individuals, groups, agencies, or organizations have access to the data being collected for data-informed immediate responses.

Leave no one behind Using the data collected from the quick survey via web, CDP also launched online petition and sent letters to local chief executives to call for the urgent inclusion of persons with disabilities in their COVID-19 response, in coordination with several organizations working with and for the disability sector.

They were encouraged to utilize all available data on persons with disability such as: a. The Listahanan database of the Department of Social Welfare and Development as main source of information of who are persons with disabilities; b. The records of every LGU issuing Persons with Disability ID cards to complement the database of Listahanan; c. The data of organizations of persons with disabilities, organizations of parents of children with disabilities, and organizations for persons and children with disabilities to complement the database of Listahanan.

Given the absence of reliable data to account for persons with disability, basic social services are less likely to reach them; more so during disaster situations. To ensure that people who are very vulnerable are not left out, communities and local government units must adopt a data management system that would facilitate the accurate, comprehensive, and complete collection of data about them. It’s only through understanding our community’s problems that we are able to see clearly how best to serve them.

The petition contained specific measures to be undertaken by LGUs to ensure that persons with disabilities and their households are taken into account in the social protection measures.

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Sample PPAs per thematic area

lindol.

Tematikong Gawain: PAGHAHANDA (Preparedness)

3. Magkaroon ng kasanayan ang mga response personnel kung paano tutugon sa pangangailangan ng mga tao sa

Mga Layunin:

4. Magkaroon ng kakayahan ang bawat pamilya na maging handa bago, habang, at pagkatapos ng disaster,

panahon ng disaster,

1. Makapaglunsad ng pagsasanay, oryentasyon, seminar, at adbokasiya upang magkaroon ng sapat na kaalaman ang mamamayan ukol sa pag-iwas sa disaster at pagbawas sa posibleng epekto nito, 2. Makapagbuo ng mga contingency plans at sistema ng maagang babala para sa iba pang panganib tulad ng bagyo at

Programa

(per sector)

Proyekto

Activity

5. Makumpleto ang mga kinakailangang kagamitan (equipment at devices) para sa paghahanda, pagresponde, at pagbangon, at 6. Magkaroon ng updated na database at hazard map na magagamit para sa DRRM.

Inaasahang resulta 2021

Barangay

Alerto Kami

1. Seminar 2. Workshop on updating early warning system

1. Bawat miyembro ng pamilya ay may nakahandang “go bag”

2. Pamilyar ang mga tao sa EWS

Budget

Time Frame 2022

Kinakailangang Resources 2023

• Facilitator + stipend, • Folder, bond paper, printer, • Kit, laptop, LCD projector, venue,

1. Marso 2. Pebrero

allocation (PhP)

80,000.00

sound system, go bag

Responsible agencies

Preparedness committee

Fund source

BDRRM fund

1. May talaan ng kalagayan (buntis, may sakit, bedridden, mobility problem, Barangay

Kasali Ka

1. Databasing ng mga bulnerableng sektor

atbp) ng mga kababaihan, bata, person with disabilities at senior citizen, at naaupdate ito

√

2. Nabigyan ng prayoridad ang mga

• IDMS Tool • Enumerators (with own android devices)

GAD, Persons 40,000

Preparedness committee

with Disability, and Senior Citizens Budget

bulnerableng sektor sa lahat ng serbisyo ng barangay council

• Sponsorship • Processing ng ID (to avail Person with disabilities

“Agapay sa may kapansanan”

20% discount)

• probisyon ng hearing aid at iba pang assistive devices

• Database building

1. Natitiyak ang kanilang kalusugan 2. May tukoy at nakatakdang mga tao na susuporta sa kanila

3. Napapakinabangan ang mga benepisyong para sa kanila

4. May mga gamit na

• Assistive devices base sa mga √

√

natalang pangangailangan

napapakinabangan para sa

Development 120,000 x 3 = Preparedness 360,000

committee

Fund, Municipal Budget

ispesipikong pangangailangan

5. May talaan ng mga datos patungkol sa kanila at sa kanilang sitwasyon

Inclusive Data Person with disabilities

Management System for Persons with Disabilities

IDMS GUIDEBOOK

1. Maitala ang lahat ng persons with • • • •

Training of Enumerators Data Gathering Data Analysis Inclusive Planning

disability na nakatira sa barangay

2. Magkaroon ng kaukulang suporta, programa at serbisyo para sa sektor

3. Masanay ang mga volunteers,

barangay workers, at mga opisyal

• IDMS Tool • Enumerators (with own android devices)

kung paano naisasagawa ang IDMS IDMS GUIDEBOOK

Tematikong Gawain: PAG-IWAS at PAGBAWAS (Prevention and Mitigation) Mga Layunin:

1. Makapagpasa ng ordinansa para sa tree planting, tree trimming, at clean-up drive, 2. Mapataas at mas mapatibay ang river wall sa Ilog San Jose, at 3. Mapaluwag at mapalalim ng mga kanal sa mga lugar na mas bulnerable sa baha

Programa (per sector)

Proyekto

Activity

Time Frame

Inaasahang resulta 2021

2022

Kinakailangang Resources 2023

1. Nabawasan ang tsansa ng pagguho ng lupa sa gilid ng ilog, at nabawasan “Kapaligiran, Barangay

Kalinisan,

1. Riprapping repair

Kaligtasan”

ang pagpasok ng baha sa komunidad mula sa ilog

2. Nakakuha ng logistical support mula

√

Mainte-

nance

• • • •

Budget

allocation (PhP)

Responsible agencies

Fund source

Construction workers Volunteers Construction materials

170,000

Equipment

Prevention and

Municipal

Mitigaton Committee

LGU

GAD Committee

GAD Fund

sa municipal LGU

1. Konstruksiyon ng isang Kababaihan

“Babae ako,

collapsible na silid sa evac-

Ligtas ako”

uation centers para sa mga

1. Maiiwasan ang pang- aabuso / harassment

babae

Person with disabilities

Livelihood Program

• Dressmaking • Other options based on their skills

1. Pagiging produktibo ng mga may kapansanan at matatanda

Tuwing

may pag-

likas

√

• Karpintero • Construction materials, may pag• Lay out/ design Tuwing

75,000

likas

√

• Makina • Trainer/volunteer

Donations, Prevention 200,000

Partner

and Mitigaton Committee

NGOs, Disability Fund

1. Screening residente lalo na ang hindi residente na papasok sa komunidad.

COVID-19

Health Monitoring

Wellness Senior citizen

program: Kaya Ko Pa!

IDMS GUIDEBOOK

2. Temperature check 3. Contact Tracing 4. Isolation (if necessary)

1. Community exercise, ex. Zumba

2. Free therapy and regular check up

1. Nagpapatuloy ang pag-obserba sa mga health protocols (

1. Natitiyak ang kalusugan at ligtas na pangangatawan

• PPEs • Healt professionals/

√

80,000

Committee on Health

health workers

• Dance instructor/youth √

√

volunteers

• Food

50,000

Prevention and

Senior Citizen

Mitigaton Committee

Fund

IDMS GUIDEBOOK

Tematikong Gawain: PAGTUGON (Response) Mga Layunin:

1. Mabigyan ng maagang babala ang mga naninirahan sa buong komunidad sa pagdating ng bagyo at malalakas na pagulan;

3. Epektibong mapagana ang response clusters upang mabilis at agarang makapagresponde sa panahon ng disaster at/o emergency

2. Mapangasiwaan ang ligtas na paglikas ng mga tao kung kakailanganin, maayos na pamamahala sa mga evacauation center; at Programa (per sector)

Proyekto

Activity

Time Frame

Inaasahang resulta

2021

1. Reorganization/

reconstitution ng

Barangay

“Ligtas Lahat

response team o committee

2. Response team

1. May nakatoka sa bawat response cluster 2. Zero casualty 3. Malinaw ang designation, task at mga function

2022

Kinakailangang Resources 2023

• Facilitator • Food • Venue

Budget

allocation (PhP)

30,000

Responsible

Fund

agencies

source

BDRRMC

BDRRMF

orientation

3. Pagbibigay babala

1. Nabibigyan ng mga napapanahong abiso ang mga mamamayan

√

• Warning devices

mahala ng lugar na paglilikasan

10821

√

5. Natityak ang proteksyon ng mga kababaihan 6. Nagagamit na batayan ng pagtugon ang database para sa bulnerableng sektor

“Hindi kita Pababayaan”

IDMS GUIDEBOOK

1. Referrals for medical 1. Nabibigyang pansin ang mga magpopositibo sa attention

COVID-19, kung sakali

BDRRMF

paggamit sa mga pribadong lugar na hindi

alinsunod sa mga batas para sa kababaihan

COVID19

Response

• Resource speakers (maaring mula LGU) • Lugar na paglilikasan (isaalang-alang ang

bulnerableng sektor

4. Paglikas at pama-

10,000

Committee

1. Nasa ligtas na lugar ang mga mamamayan 2. Nabibigyan ng prayoridad at nagagabayan ang 3. Gender and disability sensitivity training 4. Natitiyak ang kaligtasan ng mga bata batay sa RA

Emergency

√

• • • • • •

napapakinabangan ngayon)

Donations,

Mga responders Food health kit,

60,000

bangka

Emergency

Partner

Response

NGOs,

Committee

Disability

Ambulance, Foton, food, fuel

Fund

Public address Warning sign/ alarms

• Ambulance • Referral slips

50,000

Committee on

Health

Budget

IDMS GUIDEBOOK

Tematikong Gawain: PAGBANGON AT REHABILITASYON (Recovery and Rehabilitation) 2. May tiyak na tulong at suporta sa mga apektadong mamamayan lalo na sa bulnerableng sector tulad ng senior citizen,

Mga Layunin:

bata at kabataan, kababaihan at persons with disabilities, sa pangunguna ng pamunuan ng barangay

1. Makapaglunsad ng programa para sa livelihood upang makapaghanapbuhay ang mga tao at maibsan ang kahirapan

3. Naitatayong muli at nasisiguro ang ligtas at mabilis na nakukumpuni ang mga nasirang kabahayan

pagkatapos ng disaster. Programa (per sector)

Proyekto

Activity

Time Frame

Inaasahang resulta

2021

2022

Kinakailangang Resources

2023

Budget

allocation (PhP)

2. May materyales na natanggap o Barangay

“Bangon Tayo”

1. Repair of damaged

structures and houses

gamit na puwedeng hiramin ang mga nasiraan ng bahay

3. Makumpuni ang mga istruktura sa

√

• Construction materials

Responsible agencies

Fund source

Recovery and 300,000

Rehabilitation

External support

committee

komunidad

Kababaihan

Persons with disability

Barangay

Livelihood for Recovery

Cash for work

Kabataan (out-of-

Agapay sa pag-

school youth)

aaral

1. Cosmetology 2. Manicure/ pedicure 3. Body massage or therapy 1. 2. 3. 4. 5.

Candle making Soap making

IDMS GUIDEBOOK

pangkabuhayan

√

1. Kumikita ng naaayon sa kapasidad. 2. Napanatili at nabigyan ng

Body Massage

kasiguraduhan ang kanilang

After Care Check-up

kalusugan.

1. Paglilinis 2. Pagtatanim

√

1. Scholarship 2. Seminars/ training 3. Maibalik at maihanda sila

1. May kita ang mga tao na magagamit sa pang araw-araw pagkatapos ng

√

mga disaster

1. Matapos ang kanilang pag-aaral 2. Madagdagan ang kaalaman para

makatulong sa kanilang kabuhayan

Participants Venue Materials needed

30,000

√

GAD Desk

GAD Fund

Therapist

• Facilitator/ resource

Wellness-Therapy

sa pag-aaral

1. Kumikita mula sa gawaing

• • • •

person

• Production materials • Doctor, nurse

Recovery and 80,000

Rehabilitation

Disability Fund

committee

• Cleaning materials • Seedlings • Gardening tools

200,000

• Resource persons • Venue/food/materials • ALS Consultant

40,000

Recovery and Rehabilitation committee

BCPC

Municipal LGU (Social Services Development Department)

SK Fund, External support

IDMS GUIDEBOOK

Inclusive Data Management System Guidebook

Articles inside

improvement of the plan

Lessons learned

Making the Barangay Disaster Risk Reduction and Management Plan BDRRMP) disability-inclusive

Conclusion

Barangay Development Investment Program (BDIP

Preparing for Data Collection

How to use the Problem-Solution Matrix

Organizing the BDC-TWG

The Barangay Development Plan

people’s organization

Analyzing the IDMS Data

Inclusive Planning at the barangay level

Creating Pivot Tables

Preparing the Data

Steps on using Microsoft Excel in data management and analysis

Generating a summary sheet

Guide to Data Analysis

Collaborating in a data collection project

KoboToolbox account?

Reminders for enumerators

Sample Training Design

KoboToolbox account

Categorizing disability

IDMS Tool: Full List of Questions

How to use the KoboToolbox?

Advantages and Disadvantages of using KoboToolbox

Disability-inclusive data collection tool

Why the need for IDMS?

Using the IDMS Guidebook

for use in data collection

Policies that support IDMS

Collecting the data and saving the form