The Sphere Project Phase II
Interim Narrative Report
1 November 1998 – 31 October 1999
 
1.0 Background

The Steering Committee for Humanitarian Response (SCHR) and InterAction, mindful of the continual need to improve the quality provided to people affected by disaster and to improve the accountability of agencies to their beneficiaries, their membership and their donors, embarked on a process to develop a humanitarian charter and a set of minimum standards in the core areas of disaster assistance. This process resulted in a handbook entitled Sphere Project: Humanitarian Charter and Minimum Standards in Disaster Response.  The Minimum Standards (derived from our Humanitarian Charter, which is drawn from existing international law), is relevant to everyone with a legitimate claim to assistance in disaster situations. The Sphere Project produced the preliminary edition of the document, which offers a principled and practical framework for humanitarian action and minimum standards in core areas of disaster response.

To undertake the dissemination and the implementation of this handbook, the SCHR and Interaction drew up a Phase II proposal in 1998, which has been funded by eight government donors as well as the agencies themselves.  This report covers the first year of the two-year Phase II of the Sphere Project.

1. 1 Management Structure:

As pointed out in the Phase II funding proposal document, the SCHR members and Interaction under the “Sphere Project” jointly manage this project.  The management committee consists of the SCHR members (International Save the Children Alliance, Oxfam International, Caritas Internationalis, International Federation of Red Cross and Red Crescent Societies, International Committee of the Red Cross, Lutheran World Federation, MSF International, World Council Churches and Care International) and three members from Interaction (currently Interaction staff and two NGO members of InterActions’ Disaster Emergency Committee).

Participating on the Management Committee as non-voting members are representatives from VOICE and ICVA, which provide the Project a broader base and wider dissemination of the Project.

Quarterly meetings of the management committee tool place in January, May and September 1999, to monitor progress, give guidance and support to the project manager and make decisions as and when required.  The Phase II Project Manager was appointed in October 1998 as planned and the Project Coordinator (Peter Walker of IFRC) undertook the day to day management of that post.
 
 

2.0 Objectives for Phase II

To disseminate and implement the Sphere Humanitarian Charter and Minimum Standards widely within the international humanitarian system and to encourage their adoption and practice by relief agencies and their donors.

2.1 Specific Goals

The objectives were/are being achieved through the following work:

Goal 1, dissemination of information about the Humanitarian Charter and the Minimum Standards developed in Phase I, throughout aid agencies, governments, and research/academic institutions:

To date, the Project has:
 

  •  sent out 5000 preliminary copies free to thousands of practitioners around the world. Launched an independent website in December 1998. This website (www.sphereproject.org) replaced the one that had been part of the IFRC’s webpage. By creating a separate site, the Project emphasized its independence from any one institution. Since its inception, the site has been promoted in Sphere presentations, in various humanitarian journals and newsletters and, of course, in the Project’s own literature. The number of hits to the site has grown every month: in the first month, there were 114 hits, and 10 months later, the monthly number had increased to 10,656 for a total of 72,896 hits. The majority of the hits are from Europe and the US, but the site has been visited from around the world (Ethiopia, India, Columbia, Saudi Arabia, etc.). In addition to the English text, the website carries French and Spanish-language versions of the preliminary edition as well as the Project’s newsletter, its PowerPoint presentation, and its London launch report, among other materials.
  • started a quarterly e-mail newsletter. Three editions of the newsletter have been distributed to over 1500 individuals. Many recipients of the newsletter subsequently pass it on to field staff so that effective distribution is probably closer to 2000.
  • produced an introductory four-color brochure in French, Spanish and English, for distribution at conferences and meetings, and for inclusion in mailings of the handbook.
  • Produced a nine-minute video that profiles the Project. In the first month of availability (October 1999), over 500 copies were ordered and shipped. The video is free and available in English, French or Spanish. The order form is available on the website.
  • presented at over 100 humanitarian meetings, conferences, academic institutions, training programs and NGO headquarter offices.
  • responds to an average of 100 inquiries a week. These messages range from NGO staff asking for the handbook and reporting on their use of the handbook to increasing numbers of university students conducting research to government and para-statal disaster response agencies looking to join international discussions on response.
While the overall response to the Humanitarian Charter and Minimum Standards is extremely positive, the universality of standards continues to be debated. In particular, some French humanitarian agencies have articulated concern that the handbook will replace the individuality of individual agency response and that each humanitarian situation demands unique standards. 1

The Sphere Project believes that just as the human rights that underlie the standards are understood be universal, so do the minimum standards themselves aspire to be universally applicable, although it is important to distinguish between the inalienability of rights, and the highly variable performance of states and other actors in upholding them.



 1. In December 1999, the Sphere Project was invited to participate at ETIKUMA 99, a conference organized by BIOFORCE in Lyon, France. The conference was well-attended and the debate about the use of Codes and Standards in humanitarian work spirited and open. It was clear from the discussion that there is no unified or singular position regarding Sphere and that, in fact, many leading French humanitarian actors welcome the Humanitarian Charter and the Minimum Standards as a useful political and technical tool.
 

Goal 2, trial the applicability of the Minimum Standards across a range of operational environments:

Field studies were conducted over a wide range of conditions and contexts so as to ascertain whether the Minimum Standards of the Sphere Project were relevant, and that the indicators were appropriate. It was hoped that this survey would provide a more detailed knowledge of the problems and opportunities that arise as humanitarian agencies move towards using universal norms. While the office received some very useful responses, there were too few to provide meaningful data. The response rate was reduced by the Kosovo emergency, which naturally superceded agencies’ prior commitment to the Sphere field studies.

Anecdotally, it appeared that the concept of universal standards was welcome and that the indicators were helpful. However, in some contexts (Angola, Sudan), the lack of access to populations in danger and the restrictive funding environment made it difficult to comment upon the application of the handbook. In India, the indicators for shelter were seen to be too high as victims of floods used whatever non-submerged land was available.

The Sphere Management Committee and some technical staff held two meetings (May and September 1999), to review existing comments on the Minimum Standards, analyze feedback from the field studies, review the debate, and refine the handbook.

Goal 3, reviewing and integrating the cross-cutting issues of gender and protection into the Humanitarian Charter and the Minimum Standards:

During Year 1 of Phase II, the Project undertook two formal reviews of the preliminary handbook. For the gender review, the project contracted the services of the Women’s Commission for Refugee Women, an NGO based in New York and known for its extensive expertise on gender issues in emergencies. James Darcy, an attorney and a Regional Director for Oxfam-GB (and one of the primary resource staff for the drafting of the Humanitarian Charter) conducted the “protection” review. The need for an understanding of the overarching gender and protection issues involved in all emergency situations was emphasized in each review. Both consultants met with a range of specialists appropriate to the reviews.

The gender review of the Sphere Project: Humanitarian Charter and Minimum Standards in Disaster Response addressed critical issues related to gender that had not been sufficiently covered in the initial Sphere document.  Among those key issues were: (1) a lack of acknowledgment of the need for gender equity in accessing humanitarian services and programs in emergency situations; (2) a lack of attention to the specific issues of physical safety faced by women and adolescent girls; and (3) a lack of emphasis on the equal participation of women and men of the affected population in decision-making with regard to humanitarian interventions.
The Sphere Management Committee incorporated the following recommendations:
 

  • the particular concerns of women and girls in emergency response be highlighted in the introduction of each sector.
  • indicators were developed to explicitly reflect women’s participation in a decision-making and ensure equal access to, and appropriateness of, humanitarian services and programmes for all members of the affected community.
In the gender review, an effort was made to increase awareness of the significance of gender roles to the ways in which women and men cope in emergencies, as well as how those situations impact them differently.  For that reason, throughout the Sphere document, the word “people” and the term “members of the affected community” were often changed to “women and men” or “the female and male members of the affected community”.  In addition, the term “family” was replaced throughout by “household” to avoid discrimination against single women or groups of girls or boys who are not related, but who live together and constitute a household.  These changes acknowledge the need for understanding gender roles when determining the proper humanitarian response in emergency situations.  Likewise, the textual changes emphasize the importance of incorporating a gender perspective in conducting the assessments, monitoring and evaluations.

The Women’s Commission stressed that the issue of gender violence had not been adequately dealt with in the preliminary Sphere document; there was scant mention of domestic violence and sexual exploitation. To remedy this problem, the revised handbook includes the Minimum Initial Service Package (MISP) in the section on health services. It is widely believed that the MISP is the most efficient means of preventing and managing the consequences of sexual violence, reducing HIV transmission, preventing excess neonatal and maternal morbidity and mortality, and providing comprehensive reproductive health services in the later phases of complex emergencies. A form for the reporting of incidences of sexual violence was also added to the appendices of the health services chapter.

The protection review of the Sphere Project: Humanitarian Charter and Minimum Standards in Disaster Response was based on a distinction between protection activities, whose primary purpose is to counter the type of threat that human acts or policies can pose to the fundamental well-being of individuals and groups; and the protection implications of relief activities, which may make people more or less vulnerable to these threats. The review concentrated on the latter. The question whether and how NGOs can most effectively engage in protection activities is beyond the scope of the Sphere project, which is not addressing protection activities per se. However, the Humanitarian Charter recognizes that humanitarian assistance activities, whose primary purpose is to provide for basic needs, can also have positive or negative protection implications - by reason of the context in which they are conducted, the way in which they are carried out, and their content 2.
It acknowledges the obligation of humanitarian agencies to minimize any such adverse effects of their interventions so far as they can, while stressing the duty of states and warring parties to respect the humanitarian nature of such interventions. 3

The review was mainly concerned with the protection implications of providing relief assistance, as defined in the standards as they were drafted in the preliminary edition of Sphere. It assumed that there are potentially both positive and negative implications for protection of providing assistance in certain forms and in certain ways. The review concentrated on the need to minimize or eliminate the potential negative effects of humanitarian interventions - that is, anything that makes people more vulnerable to the threats described above. It also made recommendations for strengthening the links between the minimum standards and the principles set out in the Charter. For the most part, however, it was concerned not with legal issues directly but with more practical protection issues such as arise in the daily course of humanitarian assistance programmes.


2 Assistance and protection are sometimes described as being ‘two sides of the same coin’, given the close linkages between them. The distinction between the two is not a precise one
3 Whether an intervention is genuinely and exclusively humanitarian may be disputed. The Red Cross/NGO Code of Conduct, which is incorporated into Sphere, is perhaps the best general guide here, particularly on the questions of impartiality and independence. The Red Cross/Red Crescent Movement, of course, has its own guiding principles of which these two form part. ___
 

Goal 4, developing and promoting training on the Sphere Standards:

The training programme was developed and implementation begun to ensure widest possible awareness of the standards, to promote participation of aid agency personnel, to allow for the refinement of the technical content, and to assist agencies in moving towards a position where they can fulfill the Humanitarian Charter and Minimum Standards.

To date, a Training Manager has been hired and has:
 

  • organised an advisory group to help think through both content and form of the training programme and the materials.
  • taken a field trip to Angola to observe first-hand the potential relevance of a training programme in a difficult environment.
  • developed training material that reflects the practical application of Sphere in the field and that follows the program cycle (for example: Using the Sphere handbook for Assessments, Analysis and Program Planning).
  • started to test the modules in inter-agency, field-based workshops.
Linked to the training programme and as part of the strategy of adoption of the Humanitarian Charter and Minimum Standards, a number of agencies have signed up to pilot the systematic incorporation of the standards in their agencies’ policy and practice.  This will not only test the document, but also be used as a way of gaining more detailed knowledge of the common problems and opportunities that arise as humanitarian agencies move towards compliance with universal norms. The pilot list consists of 6 NGOs from North America, 5 from Europe, and 6 from the Southern Hemisphere.

Goal 5, develop mechanisms for the handling of complaints:

To date, an investigation into mechanisms for promoting compliance with Sphere and the quality assurance around the Sphere concepts has not commenced. The terms of reference have been drawn up and it is expected that a researcher will be appointed early in the second year of Phase II.  The primary work of this undertaking will be to clearly describe the range of mechanisms and systems presently used for complaint-handling (in various fora) and to propose ways in which agencies committed to working towards the Sphere Standards can support compliance.

The researcher will concentrate on making recommendations for the ways in which NGO networks can effectively handle complaints that are made from within a network (as opposed to outside the network). The work will also propose ways in which the Sphere project can promote knowledge and eventual use of suggested quality assurance and complaint-handling methodologies.
 

3.0 Budget

The Phase II budget total is $1,185,762. Of that, $530,682 has been collected and $341,536 expensed. The balance as of 31 October was $189,146. A finance report reflecting report period income, expenses and percentage of budget spent, is attached. (Annex 2)

While the majority of expenses are very close to the original budget set, the overall expenditures are lower than anticipated. This is primarily due to delays in cashflow that subsequently delayed staff hiring and program implementation. It is planned to expense the full amount of the original budget in year two.

The revised handbook will be sold and distributed by Oxfam Publishing who are in a very strong position to undertake the world-wide distribution of the handbook. While the revised handbook will be for sale, the proceeds are not expected to amount to much. Current funding is being used to underwrite editing, design, publication, translations, and promotion expenses.
 

6.0 Looking ahead
In the second year of Phase II, the Project will concentrate on:
 

  • completion and distribution of the training modules.
  • conducting 20 interagency workshops world wide.
  • hosting a training of trainers workshop.
  • translating (into French and Spanish) and posting on the website all the training material.
  • producing a CD-ROM of the training material.
  • overhauling the website so that there are three separate language choices.
  • working closely with 20 pilot agencies and producing a lessons-learned document on the challenges and opportunities of institutionalizing the Humanitarian Charter and Minimum Standards.
  • continuing and expanding relationships with the UN operational agencies and identifying ways in which they can work more effectively with the handbook.
  • presentations to interested institutions and agencies.
END