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UNHCR Assistance to Older Refugees
EVAL/01/98 REV.1

Evaluation Reports, 1 March 1998

SCOPE OF THE STUDY

This study seeks to examine the processes that can increase the isolation and dependency of older refugees and displaced persons of concern to UNHCR, to analyze the issues involved in seeking durable solutions for them and to survey the measures that may help in the rehabilitation of the young elderly, and in the provision of care for the very old. Particular attention is given to identifying optimal implementing arrangements and phase out strategies for social assistance projects which address these needs.

The findings of the study are based on the results of a field survey on elderly refugees undertaken by the Community Development Unit of PTSS in early 1997 as well as on observations made during field visits to Bosnia, Croatia, Egypt, Russia, Sudan and Yemen which took place between mid-September and mid-November 1997. Some 200 elderly refugees were interviewed during the mission and meetings were held with staff from UNHCR, governments, local and international NGOs and UN agencies. Extensive consultations were conducted with community development staff both at headquarters and in the field.

The study is in two parts. The first is a review of key issues which results in a number of general recommendations aimed at consolidating and improving UNHCR's response to the elderly. The second part consists of case studies each one of which dwells upon a different constellation of problems. They show that adequate measures on behalf of the elderly require an integrated policy involving several, if not all, programme sectors in a given country. The case studies include a number of specific recommendations discussed and agreed with UNHCR staff in the countries concerned.

The field work in Bosnia, Croatia, and Russia was undertaken jointly by Constantin Sokoloff, Senior Officer, Inspection and Evaluation Service and Stefan Sperl, a former UNHCR staff member who now lectures at the School of Oriental and African Studies in London. Mr Sperl also undertook the field work in Egypt, Sudan and Yemen and prepared this report. Field research in Armenia was conducted by Ms. W. van Bemmel, who also wrote the corresponding case study.

OVERVIEW

The elderly are among the most invisible groups of refugees and displaced persons. I hope to change that.

Mrs. Sadako Ogata1

1. When official refugee emergencies are over and aid agencies are beginning to scale down their programmes, a different but no less insidious emergency can begin for older people, especially those who have been parted from their families. They may find themselves increasingly marginalised and often face enormous difficulties in trying to rebuild what remains of their lives. The consequences involved have been closely witnessed during the field visits undertaken to prepare this study which included interviews with some 200 individuals.

2. The elderly are, however, by no means a homogeneous group. How greatly the problems and situations can differ is illustrated by the countries visited which fall into two sets: Bosnia, Croatia and Russia on the one hand, and Egypt, Sudan and Yemen on the other. In the Eastern European countries the elderly persons of concern to UNHCR are normally entitled to state pensions, were forced to flee in their old age and form a well known part of the refugee population which has often benefited from special UNHCR programmes.

3. In the other three countries, the refugees are not entitled to any form of state aid and must rely on the traditional family-based safety net. Most of them fled as young or middle aged persons and have grown old in exile, particularly the Eritreans in the Sudan and the Armenians in Egypt which are among UNHCR's oldest caseloads. Their presence has been little noticed and they have not attracted any special community services programmes; those in Egypt, however, have benefited from regular allowances.

4. Considering the many differences between these groups and the countries in which they reside it is remarkable that there are a number of basic features which these situations have in common. In all countries, the elderly have been the population group most affected by three crucial factors: social disintegration, negative social selection and chronic dependency. The implications for UNHCR are also broadly similar. What is required is: better integration of the elderly into all aspects of programme planning and implementation; more emphasis on targeted community services projects with competent linkage partners; and greater advocacy on behalf of the elderly during the crucial phase-out stages. To document this with reference to concrete situations and discuss options based on lessons learnt is the purpose of this review.

Social Disintegration

5. In the countries visited, the two main factors behind the erosion of social support systems, whether formal or informal, are: economic decline, resulting in a drastic reduction of living standards for the poorest, with refugees among the hardest hit; and the separation and dispersal of families as a result of war, flight and economic or security pressures, resulting in a rise in the number of unaccompanied elderly persons in need.

6. In Eastern Europe, the comprehensive pension, health care and social welfare systems of the socialist era have not survived the transition to a market economy which has lead to a catastrophic drop in the standard of living of all those who had to depend on welfare provided by the state, principally, of course, the elderly. Hardest hit of all are the victims of forced displacement such as those in the former Yugoslavia and in the Caucasus region who lost not only the value of their former entitlements but also their homes and with it all their economic assets.

7. While the problems in Eastern Europe have been more frequently reported, the gradual but no less painful erosion of traditional support networks in developing countries and its impact on refugees is much less well known. In the Sudan, for instance, everyone interviewed paid lip service to traditional community values but admitted in the same breath that economic decline, social mobility and the pace of social change meant that the elderly no longer enjoyed the same authority, care and attention they had in the past. Also, the degree of support and respect the elderly receive is by no means uniform but depends very much on their social status within the community: not all elderly are elders.

8. As a result, unaccompanied elderly refugees in developing countries may face situations of utmost misery and destitution. In both Sudan and Yemen, the poorest among them live a totally marginalized existence as beggars and may never even come to the notice of UNHCR and aid agencies. Due to bad nutrition, appalling living conditions and lack of medical attention, they are invariably prone to illness and their life expectancy is severely curtailed.

Negative Social Selection

9. This term is used in the former Yugoslavia to describe the manner in which camps and collective centres have been observed to empty over time. Those who are young, healthy and able bodied are the first to depart, leaving behind the more vulnerable members of the group: the sick, the handicapped, single mothers with young children and the elderly. At the end there remains a hard core of mostly elderly persons who have nowhere to go and no one to take care of them. In this way, some collective centres in Bosnia, Croatia and Serbia have become geriatric wards in all but name.

10. This phenomenon is not limited to the former Yugoslavia but is, to a greater or lesser extent, a spontaneous process characteristic of camps and collective centres everywhere. In the Sudan, for instance, negative social selection has been an important factor in nullifying UNHCR's 20 year efforts to help wage-earning settlements become self-sustaining. As shown in a recent report, these settlements now comprise a disproportionate number of small children, single-headed households and elderly who live in extremely poor conditions and remain wholly dependent on the continuation of assistance provided by UNHCR and WFP.

11. Government resettlement policies can contribute to the negative selection process by discriminating against elderly applicants who may not pass medical screenings and be left behind in countries of first asylum, painfully separated from the rest of their kin. Reports received from UNHCR Branch Offices in different parts of the world indicate that this is a common problem. There is a clearly a need to raise the issue with resettlement countries as a matter of principle instead of dealing with it on a case-by-case basis.

Chronic Dependency: Primarily a Protection Challenge?

12. Avoiding chronic dependency on the part the elderly must be UNHCR's first objective, which is primarily a protection challenge. Wherever possible, the Office must ensure that elderly victims of forced migration are able to regularise their status and obtain access to all possible benefits, entitlements and rights. Where elderly people with mobility problems are involved, legal counselling sessions should be made available to them in their places of residence such as old people's homes, collective centres or private accommodation.

13. Despite such efforts, many refugee situations produce over time a residual caseload of solitary older persons who have not found a durable solution, are unable to secure state benefits or family support, and may become dependent on UNHCR for long periods of time. This has been the case with many Russians and Armenians who became refugees in the 1920s. UNHCR has been providing the destitute elderly among them with allowances in countries as far afield as, Argentina, Egypt, Morocco and Venezuela.

14. The Office should continue to assume its responsibilities in this regard by ensuring that the experience of exile is not compounded by an old age marked by poverty and destitution. General criteria to determine the adequacy of such allowances have, however, never been established and there is evidence that standards vary markedly from one country to another, in some cases the allowances do not even cover minimum subsistence needs. A more comprehensive approach is needed because the problem of residual elderly caseloads may well increase in severity as the ageing of populations and global trends towards social disintegration may lead to a rise in the number of unaccompanied older refugees.

Integrating the elderly in all aspects of programme planning and implementation

15. While the elderly clearly have special problems there is little to be gained from establishing yet another separate refugee category with a distinct set of guidelines and interventions such as those devised for refugee women and children. What is clearly required, however, is a more targeted inclusion of the elderly in all aspects of programme planning and implementation, with the aim of helping young elderly to be more self-supporting and promoting better community care initiatives for the very old.

16. Outside Eastern Europe where the elderly have attracted more attention, the social assistance policies adopted by UNHCR and its implementing partners are often focused primarily on children and women of child-bearing age for whom elaborate strategies are being devised. Rarely have training programmes, income-generation schemes, micro-loan projects or even community development projects been designed so as to deliberately include older refugees, tap their potential and ensure that their voices are heard.

17. The reason for this is partly a question of attitude which perceives preoccupation with the elderly as a low priority, since their needs are supposedly met by the community as a whole and they appear to have little of substance to offer. The topical focus on women and children as preferential beneficiaries of assistance tends to breed oblivion of the fact that the well-being of the old has a profound impact on the entire family, especially the very young.

18. Moreover, in many cases where the middle generation is absent for some usually tragic reason, grand parents can find themselves in sole charge of their grandchildren. Families such as these are often without a breadwinner and constitute the neediest and most unfortunate cases witnessed during this mission. Their existence which appears to be widespread in refugee situations, is eloquent testimony of the need to adopt a more family-centred concept of care rather than one in which certain groups are singled out for special treatment.

19. The attitude problem is compounded by a shortage of community services staff with a background in geriatric care. There are none in UNHCR, and the situation among NGOs is little better, with the notable exception of Help Age International. There is a need for UNHCR's staff and its implementing partners to participate in training and awareness-raising sessions to discuss ways in which their activities can be made more deliberately inclusive of the elderly. A survey of different types of relevant approaches and programmes is included in this review.

Community Services' Input is Vital

20. The field visits have shown that an adequate response to the needs of the elderly depends primarily on the quality and competence of the community services' input provided by UNHCR. The neediest among the elderly are often the least visible, and a proper assessment leading to a well designed programme requires a targeted effort under the supervision of qualified staff. One example is the network of refugee monitors established through a local NGO in Vladikavkaz which proved indispensable in identifying beneficiaries who might otherwise never have come to the notice of the Office. Comparable successes were also noticed in Bosnia and Croatia where UNHCR's community services input is strong.

21. At the other extreme is the situation in the refugee camps and settlements of the Sudan where there has been no community service structure of any kind. This is one of the main reasons why UNHCR has for a long time been insufficiently aware of the disastrous consequences brought about by negative social selection in the camps. Personnel policy is partly to blame as the community services dossier in the country has for long been entrusted to very junior staff who could hardly be expected to make an impact on the management of one of UNHCR's largest and most intractable programmes. In Yemen and Egypt the lack of a qualified community services presence was evident in the work of local NGOs who are clearly in need of more guidance on the part of UNHCR so as to develop more effective and creative counselling and outreach initiatives, not only concerning the elderly.

22. Securing accurate information on the socio-economic circumstances of the refugees and their quality of life is a vital by-product of well-managed community service programmes. Such information is notoriously difficult to come by but is essential for the proper design of assistance activities in all other sectors, including the enhancement of community participation and self-help initiatives. For this reason, a close interface must be maintained between community service projects and those in other sectors, particularly health and education. They are not a luxury but a necessity upon which much else can depend.

Phasing Out Responsibility

23. Phasing out programmes that benefit the elderly is likely to be problematic, particularly if a residual caseload of abandoned older persons is involved who have no alternative means of support. Thought must be given to the long-term implications of such programmes even before they begin and their phase-out should never be sudden but subject to a multi-year planning horizon.

24. The main problem areas identified in this context are three: service delivery through local NGOs which are unlikely to survive the withdrawal of UNHCR funding; lack of sufficient involvement of competent government departments such as the ministries of social affairs; and insufficient co-ordination with fellow UN agencies able to provide relevant support and advice, in particular WHO, UNDP and the World Bank.

25. Experience with local NGOs has shown that they may not become independently viable unless UNHCR engages early on in a concerted capacity-building effort which goes much beyond the occasional briefing workshop. They need to be thoroughly trained in project design and fund-raising techniques and helped in setting up a sound administration and in identifying and liaising with potential donors. To further this, UNHCR should also take a leading part in system-wide efforts to consolidate the legal position and technical competence of local NGOs in a given country. All this takes time to be effective, and competent NGOs should be granted a two- or three-year period of assured support prior to the withdrawal of UNHCR support.

26. Concerning government implementing partners, it was remarkable to note that in all the countries visited UNHCR's co-operation with social affairs ministries was at best tenuous and often non-existent. In Eastern Europe, preference for implementation through NGOs has meant that existing government service outlets, such as social welfare centres which could have played a useful role in outreach services for the elderly, were often ignored. If UNHCR wishes to phase out responsibly it must ensure that residual caseloads of needy elderly persons become the responsibility of competent government departments. This should not be initiated at the last moment; rather, any government capacity in this field should be tapped and enhanced already at the emergency stage.

27. As part of its phase-out strategy, UNHCR should also seek to ensure a successful transition from relief to development also in the social assistance sector. For the elderly, whether refugees, returnees or displaced persons, this means that they should have access to the same services which are available to locals and that relevant welfare structures should be helped to develop the capacity necessary to cope with any added demands. However, in countries affected by war, economic decline or structural adjustment welfare provision is gravely under-resourced and usually occupies a very low priority. In these circumstances, UNHCR can only hope to influence government policy on welfare provision and funding if its interventions are closely co-ordinated with sister agencies that are habitually engaged in offering support and advice in this field, particularly the World Bank, but also WHO and UNDP.

28. These and other agencies have in recent years become closely involved in assisting governments to manage health care and welfare reforms and to set up major poverty alleviation programmes. The difficulties of integrating refugee concerns into such national development plans are notorious, but in certain situations UNHCR itself seems to be part of the problem. Locked into the often stifling embrace of a local government bureaucracy, it pursues its own programmes with little consultation and is not sufficiently proactive in seeking the involvement of other agencies despite the fact that the latter will have a vital role to play during the phase-out stage.

29. In large, complex programmes, UNHCR's phase-out strategy should be subject to a multi-year plan in which the gradual withdrawal of its services in the social assistance sector is linked to the implementation of government welfare reforms and poverty alleviation programmes supported by the World Bank and other bilateral and multilateral donors. This requires complex negotiations that need to be engaged well in advance.

1999 is an opportunity not to be missed

30. UNHCR should see the forthcoming International Year of the Older Persons not only as a public relations exercise but as an opportunity to put older refugees more decisively on the map, both within the organisation and among its partners. A programme of activities could be devised with the objective of raising more awareness about the subject among UNHCR staff, giving implementing partners the opportunity to acquire more relevant training and expertise, and securing a greater measure of co-operation and support on the part of donor governments and fellow UN agencies. The review includes some specific proposals to this effect.

RECOMMENDATIONS

Recommendation 1

In seeking durable solutions for elderly refugees, UNHCR must ensure that the tragedy of their exile is not compounded by an old age marked by poverty and neglect; it must draw the attention of the international community to their plight and make every effort to ensure that they have access to a basic level of safety, mental and physical welfare and continuity of care.

Recommendation 2

In seeking durable solutions for refugees, UNHCR should be mindful of the situation of their elderly dependants, including those in the country of origin; it should seek to facilitate family reunion by intervening with countries of asylum, origin or resettlement and should, if appropriate, seek the support of other competent agencies in mitigating threats to their security and well-being.

Recommendation 3

Organised efforts should be made to seek out and identify elderly refugees in need of legal advice to regularise their status and secure access to benefits and entitlements; to this effect legal counselling sessions should be held in collective places of residence such as old people's homes, and home visitors should monitor the legal needs of clients for liaison with protection staff.

Recommendation 4

Elderly refugees who have not found a durable solution in their country of asylum and have no other means of income or support should be assisted by UNHCR even on a long-term basis if necessary; allowances paid to them should be calculated to cover at least minimum subsistence needs.

Recommendation 5

UNHCR should promote the position that family reunification between adult refugees and their dependent parents should be treated as a basic right; on the occasion of the International Year of Older Persons, the Office should prepare documentation on pending cases for presentation to governments of resettlement countries.

Recommendation 6

During voluntary repatriations operations, UNHCR should ensure that its legitimate concern for the consequences of return fully extends to elderly returnees and covers not only their transportation and reception arrangements but also their long-term reintegration prospects; to this effect a strong community service presence should be established in the country of origin and maintained for an extended period if necessary.

Recommendation 7

In order to ensure the effective integration of older refugees into all relevant assistance sectors, UNHCR's community development activities need to be strengthened and refocused ;

This requires:

  • the assignment of staff of sufficient seniority and experience, especially to large programmes;
  • appropriate training of local staff and implementing partners;
  • mechanisms to locate and identify older persons in need;
  • better supervision and guidance of counselling services;
  • an effective interface between community development activities and other sectors, in particular health, nutrition, education and training;
  • the assignment of a role for the elderly in all community services initiatives; and
  • the appointment in the Community Development Unit (within PTSS) at Headquarters of one staff member with a specialist background in gerontology to give appropriate guidance and training.

Recommendation 8

To optimise health and nutritional care for older refugees, UNHCR should:

  • develop standard mechanisms and reporting formats to identify the health and nutritional situation of older age groups;
  • design supplementary feeding programmes to meet the specific needs of older persons;
  • develop a policy on preventive health measures for older persons;
  • develop a policy on the treatment of chronic diseases, including supportive measures for the chronically ill; and
  • ensure an effective interface between health and community services at field level.

Recommendation 9

Efforts should be made to include older persons in education, training and income-generation activities both as recipients and providers; to this effect their interests and abilities should be more systematically assessed and projects designed accordingly; whenever appropriate, older people should be brought together with younger people and children.

Recommendation 10

In large refugee situations, relief substitution projects should be introduced with the aim of training local craftsmen to manufacture good quality walking aids, including shoes, sticks, crutches, wheel chairs and prostheses, for use by elderly and handicapped people.

Recommendation 11

Wherever possible, UNHCR should seek to implement social assistance programmes, in particular those likely to involve recurrent costs, from the beginning through the competent line ministry and, in doing so, strengthen the capacity of its dependent institutions in preparation for eventual phase-out.

Recommendation 12

Local NGOs, in particular those involved in longer-term social assistance programmes, should be provided with a two- or three-year period of assured support to allow for financial and administrative consolidation prior to the withdrawal of external funding; they should also be helped with developing fund-raising approaches and given opportunities for specialised training in geriatric care.

Recommendation 13

Wherever possible, UNHCR should attempt to integrate its social assistance activities into social development programmes adopted by other UN agencies and the local government; to make this effective, the phase-out stage should be subject to a multi-year strategy negotiated jointly with linkage partners and donors and based upon clear objectives and realistic time frames; if necessary, field offices should be strengthened to help with establishment of such a strategy.

Recommendation 14

In the light of the recommendations of this review, UNHCR should use the forthcoming International Year of Older Persons as an opportunity to draw donors and implementing partners into a dialogue on ways to improve awareness, policy planning and projects for older beneficiaries; an overall training and information strategy should be developed to this effect.

I. BACKGROUND

31. Speaking on the occasion of the International Day of Older Persons in October 1997, the High Commissioner expressed her belief that UNHCR needed to increase its efforts "at improving awareness, policy planning and projects for older refugees". An initiative in that direction had already been undertaken earlier in the year when the Community Development Unit of PTTS conducted a survey of field offices to produce a summary assessment of older refugees under the care of the Office.

32. Geographical differences abound in the data obtained. Definitions of the term "older" range from the age of 46 in Ethiopia to the age of 73 in Venezuela and the proportionate number of elderly as well as the nature of their problems vary from one situation to another. The overall trends, however, justify the High Commissioner's concern. Older refugees everywhere tend to have diminished access to training and employment opportunities, often lack information about rights, services and facilities available to them and are at risk of neglect or abandonment by family members who are not able to provide care.

33. The present review which makes extensive use of the PTSS data was sparked off by mounting concern over the long term dependency of elderly refugees in urban situations. To elicit first hand information, field visits were undertaken to selected countries which can be divided into two groups: Bosnia, Croatia, and Russia on the one hand, and Egypt, Sudan and Yemen on the other. The Eastern European countries were an evident choice as they harbour large proportions of elderly refugees and displaced persons. Armenians in Egypt and Eritreans in Sudan are among UNHCR's oldest caseloads and provided interesting case studies of long-term dependency among the elderly. Yemen was included on account of BO Sana'a's response to the field survey which indicated concern for the situation of elderly urban refugees.

34. Already during the first field visit to Croatia it became clear, however, that a distinction between elderly in urban and non-urban settings could not be meaningfully upheld and that the dynamics of displacement in any given country could only be understood if the entire caseload was taken into account. In the end, elderly refugees and displaced persons were visited without discrimination as to residence. In total, some 200 interviews were conducted in collective centres, old people's homes, refugee camps and private accommodation in rural and urban areas. All had been arranged with the help of UNHCR Community Development staff and implementing partners who provided invaluable support throughout. Meetings were also held with relevant UNHCR, NGO and government staff as well as fellow UN agencies, in particular the World Bank, UNDP, WHO and WFP.

35. The High Commissioner's concern for the elderly must be seen in the larger global context where changing demographic patterns in developed countries have led to an intense debate on all aspects of ageing, with inevitably implications also for UNHCR. In 1991, the General Assembly adopted the 18 United Nations Principles for Older Persons several of which are so relevant to refugees that they can be used as guidelines for UNHCR's policy planning and are cited as such in this review. The following year, the General Assembly declared 1999 as the International Year of Older Persons. This may represent an important opportunity for UNHCR to draw more attention to the special difficulties faced by older refugees and develop new policy, programme and fund-raising strategies on their behalf. The findings and recommendations of this review are intended to contribute to this process.

II. OLDER REFUGEES: SOME BASIC CONSIDERATIONS

Older persons are more likely to be givers than receivers of aid

36. Abdi Omar is 69 and lives in al-Basatin, a slum on the outskirts of Aden. He lost an arm during the fighting in Somalia and his two sons were killed in the Yemen civil war. He now supports his daughter-in-law and a grandchild with the minimal income he derives from reading the Qur'an in people's houses. When asked why the family does not move to the refugee camp where food and shelter are available for free, his answer is clear: there is no future for the children in the camp, no education beyond primary level; for the sake of his grandchild, he will make any sacrifice and struggle to survive in town for as long as he can.

37. Another scene: a transit centre run by the Federal Migration Service in Stavropol Kray, Southern Russia. Olga Gatieva lives there, a frail old lady from Grozny. Her injured son is still in Grozny, destitute and unable to get away. Olga sends him whatever she can save from her minuscule pension and is left penniless herself. She is not alone. In many displaced families in the CIS, pensioners are the only ones who have any regular income and share the little they receive with their children and grandchildren.

38. These case histories, and many others like them, contradict the widely-held assumption that older persons, and older refugees in particular, are synonymous with passivity and dependency and therefore somehow socially redundant. Most older persons are highly motivated to make an active contribution to the well-being of their next-of-kin and become dependent in a full sense only in the final stages of disability or illness. The tragedy of older people who have been forcibly displaced is not so much that they become dependent on others but that they have been robbed of the means to provide for others in the manner they would wish.

39. For this reason alone, assistance programmes must be designed in such a way as to include the elderly as much as possible in all activities and provide them with the means and the opportunities to restore and realise their potential. Such initiatives, targeted at the young or active elderly are quite different from measures designed to ensure proper care and medical attention for frail elderly who have become incapacitated due to sickness or old age.

40. The neediest cases witnessed during the field visits concerned what may be termed elderly-headed households where a grandparent was in charge of grandchildren following the death or forcible departure of the middle generation. Whether in North Ossetia, Sudan, Bosnia or Yemen, such families live in desperate poverty due to the lack of an employable breadwinner. The physical and mental strains are enormous as the grandparent struggles to cope, often neglecting his or her own needs in the process.2

41. Any measures designed to support elderly people in this position will help not only them but, by extension, the entire family. Currently this is happening very much on an ad hoc basis and there appears to be no adequate prioritisation on the part of UNHCR. The well-publicised focus on Refugee Women and Refugee Children is not sufficiently family centred and encourages staff members to take the elderly for granted. One colleague recounted the story of an old man carrying a child during the Rwanda exodus. On arrival in the camp the child was immediately examined and provided with emergency food but nobody paid attention to the old man.

42. That this manifestation of ageism in action3 is not an isolated incident is indicated by the 1995 Joint Evaluation of the Agreement Between Rädda Barnen and UNHCR which concluded that prioritisation of refugee children was leading to "relative and unavoidable neglect of other vulnerable groups, notably elderly and disabled people who do not feature prominently in ... mission reports" (p.26). The evaluation recommends that corrective steps should be taken, "consciously and not by default" (Recommendation 23, p.39). Conscious steps will more readily be taken once the role of the elderly as givers and providers is more widely recognised. Mistaken assumptions about their role as givers can lead to them being ranked lowly as receivers.

Older refugees: a chronic emergency?

43. For the elderly most affected by the circumstances of displacement those who have lost both their material assets and their families a serious problem of dependency can build up over time. When the official emergency is over and aid agencies withdraw, as able-bodied refugees and those with assets and connections begin to rebuild, a new emergency begins. Left behind in camps, collective centres or dingy dwellings, the elderly find themselves supplied with ever-diminishing resources and facing a most uncertain future. This situation has become familiar in the former Yugoslavia where negative social selection has turned many collective centres into veritable geriatric wards.

44. The refugee camps in the Sudan show that the same negative social processes can also be at work over a much longer period of time. As revealed by a recent study, wage earning settlements and reception centres that have existed now for well over a decade have been gradually abandoned by younger, economically active refugees and come to be populated by a disproportionate number of vulnerable individuals, especially elderly, single-headed households and children, many of whom live below the poverty line. Conditions are so bad that full WFP cereal rations are having to be reintroduced.

45. A related phenomenon, though on a lesser scale, is observable in Pakistan where BO Peshawar has identified some 1,000 elderly Afghan refugees without family or community support. Repatriation for them is no longer an option as "the most affluent and enterprising individuals of the community who were most likely to support older persons were among the first to return" (BO Islamabad) and many elderly have now become too frail to face the harsh journey into Afghanistan alone. As assistance resources diminish, their situation and that of other extremely vulnerable groups in Pakistan poses a serious dilemma.

46. More examples could be found to show that the gradual emergence of a residual caseload of frail elderly refugees without family or community support tends be a characteristic of most refugee situations. If no durable solutions have been secured, UNHCR may find itself in the position of being the last remaining lifeline of support. Having understood the social processes at work, the challenge for the Office is, on the one hand, to design programmes in such a way as to discourage the emergence of such residual caseloads from the outset and, on the other hand, to assume totally its humanitarian responsibilities in cases where long-term dependency is indeed unavoidable. Both options require a range of measures some of which are taken up in the recommendations of this review.

Patterns of family separation and dispersal

47. Family separations invariably put the elderly at risk and are often at the root of long-term dependency. They can occur at all stages during flight for a multiplicity of reasons but certain characteristic patterns arise which can be summarised as follows:

Pre-flight

  • Genocidal crimes: younger people are killed, leaving the elderly as IDPs or refugees without support; and
  • Younger people flee, leaving the elderly behind as "remainees" in the country of origin.

Local Integration

  • Negative social selection: elderly left behind in camps, or collective centres, while younger people depart in search of greater security or employment; and
  • Long-staying refugees face old age in country of asylum without family support.

Resettlement

  • Younger people resettle while elderly are left behind, either because they are excluded under discriminatory criteria or because they do not want to leave.

Repatriation

  • Isolated long-staying refugees have lost touch with their country of origin and do not wish to return or are not able to return; and
  • The elderly repatriate alone, leaving the younger generation behind in exile.

48. These different types of family separation or dispersal have major implications for the protection and assistance requirements of older refugees, particularly in the context of the search for durable solutions. This is the subject of the next chapter.

III. OLDER REFUGEES AND DURABLE SOLUTIONS

A fundamental principle

49. "We must make sure that the unbearable tragedy of living through the Holocaust is not compounded by an old age marked by the fear and sadness of poverty. We must let them know that the international community is not indifferent to their plight". These remarkable words, recently spoken by the British Foreign Secretary4, apply with equal force to all innocent survivors of comparable crimes. No one who has witnessed the pain of abandoned older persons grieving for children and relatives lost in such circumstances can come away without the feeling that humanity owes them some compensation for what they have suffered.

50. The decimation of families during genocide often has long-term consequences in contributing to the isolation later in life of people who were children at the time of the crime. Many of the elderly Armenians in Cairo attribute their isolation in old age to the fact that their extended family was wiped out seventy years ago. Inevitably, the long term consequences of the Rwandan genocide will be felt for generations, with children and elderly people having to bear the brunt.

51. The notion that the international community has an obligation to be mindful of the needs of genocide survivors in their old age has a convincing moral force which should be taken into account by UNHCR and adopted as a guiding principle in approaching the issue of elderly refugees as a whole.

Recommendation 1: In seeking durable solutions for elderly refugees UNHCR should ensure that the tragedy of their exile is not compounded by an old age marked by poverty and neglect; it must draw the attention of the international community to their plight and make every effort to ensure that they have access to a basic level of safety, mental and physical welfare and continuity of care.

Elderly remainees also need solutions

52. When the Croatian military stormed the UN Protected Zones on 4 August 1995, most of the population fled instantly, leaving behind several thousand elderly persons who were "in all aspects dysfunctional"; scattered in villages over a wide area they were "in poor, even critical health condition, in destroyed homes and in communities with no transportation, services or even food supply" (Lang, 1997, p.269). A large emergency operation had to be mounted with the help of LRCS and UNHCR, and the Office has ever since attempted to promote the accelerated repatriation of their relatives, so far with little success.

53. This situation which has been termed "social collapse" (Lang, 1997, p.270), is a particularly extreme example of a phenomenon which is widespread in refugee situations: the fact that many elderly relatives of refugees remain behind in the country of origin because they are unable or unwilling to depart. In certain cases this may lead to tragic consequences as elderly remainees are exposed not only to destitution but to reprisals, abduction and murder. Refugees often worry desperately about their elderly dependants at home and may be powerless to help them in any way. Recently reported cases of this kind concern elderly Russian remainees in Chechnya5 and Yazidi remainees in Turkey6.

54. The problems of elderly remainees are normally outside the competence of UNHCR. In situations of large-scale displacement, however, where the Office assumes a regional lead agency function which includes the country of origin it should follow the precedent established in Croatia and give close attention to this issue. In pertinent cases, durable solutions for refugees should be planned taking into consideration the needs of elderly dependants in the country of origin, and family reunification through repatriation or resettlement should be promoted wherever possible. In cases where UNHCR cannot intervene directly, it should seek the support of other competent agencies such as ICRC, IFRS or the UN High Commissioner for Human Rights to provide protection and support.

Recommendation 2: In seeking durable solutions for refugees, UNHCR should be mindful of the situation of their elderly dependants, including those in the country of origin; it should try to facilitate family reunion by intervening with countries asylum, origin or resettlement and should, if appropriate, seek the support of other competent agencies in mitigating threats to their security and well-being.

Local integration of older refugee: primarily a protection a challenge

Older persons should have access to social and legal services to enhance their autonomy, protection and care. United Nations Principles for Older Persons, (No 12) (Annex to General Assembly Resolution 46/91, 16 December 1991).

55. In many countries, the most effective manner to help elderly refugees and displaced persons and reduce their dependency on humanitarian aid consists of securing their access to legally prescribed entitlements and benefits. This means, first and foremost, access to a recognised legal status which is usually a precondition for all other rights, including pensions, welfare benefits, right of abode (e.g. the Russian propiska), compensation for loss of property etc.

56. In highly bureaucratised societies such as those in Eastern Europe, the paperwork in such transactions involves complex procedures that are often subject to obstruction and delay. Scarcity of resources and discriminatory practices by officials can act as a further disincentive to the speedy resolution of claims. It is here that UNHCR has an important role to play in setting up networks designed to help the elderly find their way through the legal maze. Typical problems that have been observed during the mission are:

  • lack of information about rights, entitlements and claims procedures to be followed;
  • need for expert legal advice or representation to deal with specific issues; and
  • lack of access to important documentation, especially documents left behind in places of pre-flight residence.57. The mere presence of protection officers, legal support agencies or UNHCR-sponsored local lawyers is not enough. Often, the elderly are not even aware of such services and even if they are, may not be mobile or confident enough to go and ask for help. Where legal problems are known to exist, elderly people concerned need to be actively sought out and identified. For this purpose, legal counselling sessions should be organised on a regular basis in places such as old people's homes, collective centres and geriatric wards to provide expert advice and to follow up on pending cases.

58. Community workers should be encouraged to bring legal problems of those resident in private accommodation to the notice of legal staff so that similar meetings or visits can be arranged. All this can be done by local personnel at relatively little cost; the benefits it brings to the elderly, however, are immeasurable in terms of giving them a clearer understanding of their situation and making them realise that someone cares about their rights and tries to protect them.

Recommendation 3: Organised efforts should be made to seek out and identify elderly refugees in need of legal advice to regularise their status and secure access to benefits and entitlements; to this effect, legal counselling sessions should be held in collective places of residence such as old people's homes, and home visitors should monitor the legal needs of clients for liaison with protection staff.

59. Where refugees have no access to legal rights, cannot obtain entitlements to pensions or government welfare and have no family or community support, situations of long-term dependency on the part of some elderly inevitably arise which may actually worsen with the passage of time. Problems of this nature also occur with elderly refugees who are left behind in countries of first asylum because they are unable (or, in some cases, unwilling) to resettle or repatriate. Such cases are always likely to be small in number but thought needs to be given to their circumstances, particularly if UNHCR is due to phase out of the country programme concerned.

Recommendation 4: Elderly refugees who have not found a durable solution in their country of asylum and have no other means of income or support should be assisted by UNHCR even on a long-term basis if necessary; allowances paid to them should be calculated to cover at least minimum subsistence needs.

Resettlement: family reunion for the elderly?

Older Persons should benefit from family and community care and protection in accordance with each society's system of cultural values. United Nations Principles for Older Persons (No 10)

60. The UNHCR Resettlement Handbook states that "resettlement of the elderly should only be considered in the context of family reunification and elderly dependants should be included in resettlement submissions". In practice, the resettlement of elderly dependants has often met with considerable obstacles. Under governmental criteria, family reunion as an entitlement only extends to the members of the nuclear family (spouse and minor unmarried children) and does not include elderly parents of adult refugees. 61. Reports with case studies to illustrate the types of problems encountered have been prepared for the purpose of this review by a number of field offices, including Croatia, Germany and India. From the data provided, it appears that traditional resettlement countries such as Australia, Canada, and the USA tend to judge such cases on the basis of health status, employability and general integration potential while ignoring the primary goal of reuniting elderly refugees with their immediate relatives. As a result a number of cases that are highly deserving from a humanitarian point of view have been rejected. No consistent pattern is observable, however, and the exact reason for accepting or rejecting such applicants often remains unclear.

62. The situation with respect to European countries is even more problematic. The right to family reunion cannot be invoked in favour of elderly dependants on any account and there are usually no alternative criteria under which older refugees might hope to join their younger relatives. BO Bonn even cites a case where elderly parents and their children have found refuge in different European countries and still were not permitted to live together.

63. Elderly refugees who are rejected and have family members abroad may face enormous personal difficulties on account of "the lack of psychological and in some cases financial support from family members, and the limited assistance which can be provided by UNHCR" (BO Delhi).

64. The Office should take the year of the elderly in 1999 as an opportunity to address the issue of family reunion for elderly dependants as a matter of principle and raise it as such with resettlement countries.

Recommendation 5: UNHCR should publicly promote the position that family reunion between adult refugees and their dependent parents should be treated as a basic right; on the occasion of the International Year of Older Persons the Office should prepare a documentation on pending cases for presentation to governments of resettlement countries at a specially convened meeting.

65. Another related problem concerns elderly refugees who purposefully choose not to join their children in countries of resettlement. This may lead to difficulties in the long run as shown by the example of several very old Armenians in Cairo whose children left for Australia up to thirty years ago. In several cases, contacts between them and their children have ceased altogether and they have become entirely dependent on annuities paid by UNHCR.

Voluntary Repatriation: long-term needs require attention

66. It has become standard practice for UNHCR to give special attention to vulnerable individuals in preparing the movement stage of voluntary repatriations and general guidelines have been established to this effect (see Refugee Emergencies, A Community-Based Approach, p. 93). A good example of practical implementation is the Report on Special Needs for Repatriation Status of Elderly and Disabled Refugees commissioned from a local NGO by the UNHCR Office in Bratislava.

67. The purpose of the report was to make an assessment of the mental and physical health of the persons concerned, prepare a registry of special needs and disabilities, and establish a transportation plan. The precautions taken as a result proved to be vital as the journey back to Bosnia was subject to extensive delays at border crossings which could otherwise have been a source of even greater discomfort. The information obtained was also communicated in advance to the country of origin to help with reception arrangements.

68. From discussions with staff members it became clear that comparable measures have been undertaken in many other repatriation operations but it proved difficult to locate any of the relevant reports. It would be useful if such information could be centrally compiled by the Community Development Unit (PTSS) to provide a record of the experience gained by the Office in the transportation and reception of elderly and vulnerable persons during voluntary repatriation operations. This is a problem which UNHCR encounters very frequently and more easily accessible information on the measures taken in specific situations may provide a helpful resource for staff training purposes.

69. Transportation problems are insignificant compared to the challenge which vulnerable elderly persons may face when trying to rebuild their lives in war-torn countries. This is perhaps nowhere more evident than in the former Yugoslavia where older refugees and displaced persons have proved to be more willing to return to their former homes than younger people who are often kept at bay by fears about security and poor economic prospects. Elderly persons who return face immense difficulties, including the task of having to rebuild their destroyed homes. The long-term assistance measures their rehabilitation will require are both a challenge and an opportunity for all the actors involved.

70. The repatriation of older refugees is also an issue in other countries, particularly when they have been in exile for long periods and have lost contact with their home communities. Several Laotian families in Ban Napho camp in Thailand, for instance, have been split between resettlement and repatriation, leaving the elderly to return "with no family support and no relatives in Laos" (BO Vientiane). Unaccompanied elderly Ethiopian returnees from the Sudan are also likely to face severe difficulties as resources in Ethiopia are known to be more than scarce.

Recommendation 6: During voluntary repatriation operations, UNHCR should ensure that its legitimate concern for the consequences of return fully extends to elderly returnees and covers not only their transportation and reception arrangements but also their long-term reintegration prospects; to this effect a strong community services component should be established in the country of origin and maintained for an extended period if required.

71. In such situations a more sustained UNHCR involvement in the country of origin may be required and phase out strategies should be subject to longer term planning (see also below recommendations 11-13). Such an approach has been adopted with success in Kampuchea where community services staff where retained for a period of two and a half years after the repatriation was completed in order to help in the reintegration of vulnerable groups.

IV. ASSISTANCE MEASURES THAT MAY BENEFIT THE ELDERLY

Older persons should remain integrated in society, participate actively in the formulation and implementation of policies that directly affect their well-being and share their knowledge and skills with younger generations. United Nations Principles for Older Persons (No 7).

72. It would be counterproductive to view older refugees as a separate category of persons requiring a distinct set of assistance measures destined only for them; this may only be necessary in exceptional circumstances. What is required is the opposite: instead of being segregated or, as is sometimes the case, ignored, they should be more deliberately included in all aspects of ongoing programmes. This requires more awareness of their needs and their potential as well as more understanding of the range of measures that may be taken.

73. The survey given below focuses on certain key issues that have come up repeatedly in different programmes and are equally applicable to refugees, returnees and internally displaced persons. It is no more than a beginning and there may be a case for a thorough study which could provide material for a training module on the subject.

74. A major consideration with all these measures is their sustainability in the longer term. This depends largely on the implementing arrangements and the phase-out strategy adopted, topics that are addressed in the next chapter.

Community Services: a basis for all other sectors?

75. For the rehabilitation and long-term welfare of the elderly, community development projects run by competent and experienced staff are without doubt among the most important. The reasons are as follows:

76. Community development projects can play a key role in mobilising self-help initiatives. Their importance is widely recognised and UNHCR has on many occasions provided the necessary support for the establishment and functioning of community centres. The problem is that in many instances activities tend to be organised principally for the benefit of younger persons. This was observed during field visits to Sudan (Port Sudan) and Yemen (Sana'a) and appears also to apply to other programmes. Clearly, it is not the result of a deliberate policy but springs from a staff mentality long conditioned to give priority attention to women and children. When the inclusion of older persons in centre activities was proposed, staff immediately agreed and began to think of ways this could be achieved.

77. The neediest elderly are often the least likely to come forward and may have to be actively sought out. This may involve extensive and time consuming efforts and requires community service projects designed for the purpose. Two particularly impressive examples may be given. The first concerns the Bosnian NGO Zena 21 which runs a psycho-social programme in Sarajevo with UNHCR funding. Their activities began with a thorough house to house search in selected districts during which they "discovered" many older people who had been completely isolated and had lost all contact with family and friend; Zena 21 enabled them to become part of a supportive social network once again.78. In Vladikavkaz, the Children's Fund, a UNHCR-supported local NGO, engages in similar work. It employs social monitors and medical information assistants, most of whom are themselves refugees, to identify persons in need and put them in touch with relevant local institutions for support. They have made an enormous difference to the most vulnerable people, including many elderly. One particularly tragic elderly-headed household living in a remote rural area would never have come to anyone's notice without their efforts.

79. It is more than likely that there are other UNHCR programmes where similar efforts to search for elderly or immobile beneficiaries are lacking. Part of UNHCR's Community Services role should, as a matter of policy, be to make such surveys a routine procedure. By employing refugee monitors, costs can be kept to a minimum.

80. Keeping in touch through outreach services and home visits can be life saving. For immobile older persons without family or friends, the mere fact of having regular contact with a sympathetic home visitor may be worth more than material benefits. Research in Canada has shown that the mortality rate of older persons actually increased with the cancellation of such projects7. There is a need for them at all stages of a refugee programme but their role becomes particularly important in the post-emergency phase when isolated older people are at risk of being gradually forgotten and abandoned. This also applies to long term refugees in residual caseloads who have become old in their country of asylum.

81. Visiting services are often difficult to provide as they require continuity and a substantial input of time on the part of sensitive and trained staff. In Venezuela, for instance, the dispersal of beneficiaries and the limited capacity of the implementing partner mean "that regular follow up visits are difficult to make" (BO Caracas). In Moscow it was observed that home visits when they occur tend to be investigative rather than pastoral: the prime objective is to verify the beneficiary's continued eligibility for assistance. Visits undertaken in this spirit are more likely to cause offence than succour.

82. Counselling services require supervision and guidance from staff experienced in community development. If this is not available, they may become mere mechanisms for the hand-over of material assistance, without proper follow up or thought given to ways in which the refugees' self-help attempts might be better supported. The Refugee Counselling Service in Khartoum may be cited as an example, but CARITAS in Cairo and Partners in Action (PAD) in Yemen could also benefit from more training and advice, particularly concerning activities aimed at involving the elderly. The chances are that this applies to other programmes as well.

83. More professional guidance is also required when it comes to the level of living allowances which UNHCR-supported counselling services provide to elderly refugees in a variety of countries. Criteria to determine their adequacy have never been established and levels vary considerably from one country to another. While elderly Armenians in Cairo receive US$60 per month, a modest but adequate sum, an elderly Ethiopian or Eritrean in Khartoum obtains no more than US$6 even though the cost of living in Sudan is higher than in Egypt and rents are considerably more expensive than the peppercorn rents paid by the beneficiaries in Cairo. There are many reasons that mitigate against a significantly higher allowance in the Sudan (including the need to avoid disincentives to repatriation) but the disparity between the two figures is excessive and shows the lack of a consistent approach to the issue on the part of UNHCR.

84. The Community Development Unit at headquarters should draw up basic criteria for the level of allowances, taking into account local salaries and pensions; they should not be permitted to fall below minimum subsistence needs (see also recommendation 4 above).

85. Community development projects are an important monitoring tool, providing insights into the living conditions of the refugees in general. This is a welcome by-product of projects based principally on close and regular communication with the refugees themselves. The Social Monitors in Vladikavkaz, for instance, provide the UNHCR office there with valuable first-hand information on the quality of life of the refugees. Where such projects do not exist, this information is often absent. The most striking example of the kind is the Sudan where the absence of a community service structure in the camps is one of the main reasons why UNHCR has for a long time been insufficiently aware of the negative social trends which were taking place.

86. By stimulating self-help initiatives, community development projects can make a major contribution to the proper implementation of assistance measures in other sectors. The most telling example seen with respect to the elderly in particular, concerns a project implemented for Help Age International by the Sudanese Red Crescent. The beneficiaries, internally displaced persons in a deprived suburb of Khartoum, were helped to put their own plans and priorities into effect. This meant the running of health and social centres, home visiting programmes, a micro-credit scheme and fund-raising by levying charges on younger patients in the health centre. All activities are open to the community as a whole but using the elderly as a target group ensures that they are fully integrated despite the fact that many are living on their own. There appears to be no UNHCR project of similar scope, certainly not in the Sudan. The project (which has just received renewed funding from ECHO) certainly shows what community organisation with focus on the elderly may be able to achieve.

87. The reasons given above sufficiently illustrate the pivotal role of community services in ensuring that the elderly are integrated in assistance activities. This fact has been recognised by UNHCR in theory and appropriate guidelines are included in the Community Services Information Kit. In practice, however, it is undeniable that older refugees tend to be marginalised in UNHCR programmes, especially outside Eastern Europe. The results of the PTSS survey show that in many African programmes, community service activities involving the elderly are either lacking (specifically in Rwanda, Uganda, Zambia, and in Tabou in Ivory Coast) or merely at the planning stage (Ghana, Senegal). Reasons given include lack of staffing, funding or suitable technical advice. The observations made during the field visits to the Sudan and Yemen more than confirm these data.

88. If UNHCR wishes to ensure that, in the words of the High Commissioner, "mechanisms are put in place allowing older persons to express themselves, raise their voices and contribute their knowledge and skills"8 then community development activities in many programmes need to be strengthened and their priorities refocused.

Recommendation 7: In order to ensure the effective integration of older refugees into all relevant assistance sectors, UNHCR community development activities need to be strengthened and refocused; this requires

  • the assignment of staff of sufficient seniority and experience, especially to large programmes;
  • appropriate training of local staff and implementing partners;
  • mechanisms to locate and identify older persons in need;
  • better supervision and guidance of counselling services;
  • an effective interface between community development activities and other sectors, in particular health, nutrition, education and training;
  • the assignment of a role for the elderly in all community services initiatives; and
  • the appointment in the Community Development Unit in Headquarters of one staff member with a specialist background in gerontology to provide appropriate guidance and training.

Shelter: institutions or community care?

89. The lack of somewhere to live is often the greatest and costliest problem faced by elderly refugees, especially in countries with inclement weather. The solution to be adopted depends to a considerable extent on government policies and resources, and, for the frail elderly, may involve the much debated choice between institutional placement and community care.

90. UNHCR's policy on this is clear: "only when there is no other possibility should institutional care be considered" (see UNHCR Community Services Information Kit). Institutions such as old people's homes have, in fact, come to acquire a bad name as costly, artificial environments which breed despondency and depression. In some countries they are culturally inappropriate, and there may be local traditions which are more effective in providing shelter for the elderly; in Kampuchea, for instance, homeless older persons can live and work in Pagodas.

91. In other countries, however, these institutions may have a very important role to play as was shown by two well run homes visited in Stavropol Krai (Southern Russia). The elderly accommodated there, most of them ethnic Russians from Chechnya and Georgia, were clearly far happier than those in transit centres and rented private accommodation. The mere fact of having an assured roof over their heads clearly made a vital difference to their state of mind and removed some of their anxieties. In return for having accepted the refugees UNHCR provided the homes with a renovation grant as the premises had partly fallen into disrepair. After having seen so much misery the positive impact of this project was truly striking.

92. In many other countries UNHCR has made similar contributions to the construction, renovation or furnishing of homes for the elderly, the oldest being perhaps the Russian Old Age Home in Cairo which goes back to the 1960s. Recent examples include the construction of a cluster house for elderly in Armenia as well as several projects in the former Yugoslavia where shelter needs are by far the greatest. For the sake of institutional memory and staff training, it may be of interest to the Office to maintain a central record of elderly home construction projects in which the Office has participated, with particular emphasis on innovative or culture-specific approaches.9

Health and nutrition: more policy considerations needed

Older persons should have access to health care to help them to maintain or regain the optimum level of physical, mental and emotional well-being and to prevent the onset of illness. United Nations Principles for Older Persons (No 11).

93. Health problems are inevitably a major concern for older persons, and many respondents to the PTSS survey on the elderly listed a range of ailments common in their regions. Those mentioned most frequently included TB, diabetes, hypertension, rheumatism and cataract, the latter most prevalent in Africa.

94. The vulnerability of older persons to war-related stress has been documented in a recent study of displaced persons in Croatia which showed that they are far more susceptible to traumatic disorder than younger people. Symptoms such as persistent recall of stressful events, depression, insomnia, nightmares, emotional numbness and fear were markedly more common among the older persons (Havelka 1995). The psycho-trauma of war and exile can weaken the immunological system and has been shown even to accelerate the onset of senile dementia in certain cases (Fornegovic-Smalc, 1997).

95. Considering the risk of increased morbidity among the old in refugee situations it is surprising that UNHCR has not as yet developed a standard mechanism for the identification and monitoring of health problems among this group. While such data exist for refugee children, they are difficult to come by for the elderly. There are no standard reporting categories for the older age groups and each Office appears to establish its own criteria. A typical case is Pakistan where all refugees above the age of 35 were reported as one group during the 1996 census and the number of persons above 60 could only be estimated. The absence of such data makes reliable reporting on elderly health very difficult.

96. Another point is the absence in UNHCR of a policy on preventive measures commonly recommended for the elderly (e.g. cervical smears) and the treatment of longer-term illnesses, in particular diabetes and TB which have been found to be a scourge among elderly refugees in many countries. Local conditions will inevitably influence the degree to which medical services can be provided and there is an understandable tendency not to intervene when sustainability of the drug supply cannot be assured. Nevertheless there are regional differences which are hard to explain. Why should TB patients in Yemen receive treatment whereas in North Ossetia they do not? A systematic identification of the health situation of the elderly might yield the necessary data for a more consistent approach, including measures UNHCR may take to improve the quality of life of those suffering from chronic ailments.

97. The lack of interface between the terms of reference of health workers and those of community workers in many programmes adds to the incomplete picture of elderly health and welfare. Health workers often focus only on the collection of quantitative health related data which reveal little about the respondents' quality of life and the extraneous circumstances that may have an impact on their mental and physical health. Community workers, on the other hand, are concerned with the latter but lack the technical capacity to deal with health issues. There is a strong case for training health visitors to act as community workers and vice versa, and design terms of reference and monitoring formats accordingly. This is particularly important for the immobile elderly who may depend on home visitors for contact with the outside world; where this is the case, health visitors should also be provided with training in geriatric care.

98. The relative neglect of the elderly in the health sector is more than matched when it comes to nutrition. It is symptomatic that WFP has so far never undertaken a study to determine the nutritional requirements of older persons, let alone established any projects targeted at this group10. Supplementary feeding programmes run by UNHCR are primarily designed for children under five and pregnant or lactating mothers and rarely cater for the specific needs of the elderly.

99. Recognising the wide-spread lack of information on the nutritional status of older persons in developing countries Help Age International and the London School of Hygiene & Tropical Medicine engaged in a research programme in 1992 which has now resulted in a field handbook on assessing nutritional vulnerability. This document may assist UNHCR staff in designing more targeted responses to the nutritional needs of older persons in emergencies and camp.

Recommendation 8: To optimise health and nutritional care for older refugees, UNHCR should

  • develop standard mechanisms and reporting formats to identify the health and nutritional situation of older age groups;
  • design supplementary feeding programme to meet the specific needs of older persons;
  • develop a policy on preventive health measures for older persons;
  • develop a policy on the treatment of chronic diseases, including supportive measures for the chronically ill; and
  • ensure an effective interface between health and community services at field level

Education, Training and Income-Generation also for the elderly

Older persons should have the opportunity to work or to have access to other income-generating opportunities. United Nations Principles for Older Persons (No 2).

100. Available data indicate that the approaches adopted by UNHCR Offices concerning education, training and income-generation projects for older refugees vary considerably and much depend on the personal initiative of staff members in the field. Not surprisingly, the bulk of resources under these sectors goes to the benefit of younger people; it is a fact, however, that older people have greater difficulty of reinsertion into the labour market and that their skills are often unrecognised and under-utilised. Moreover, the income situation of many elderly-headed households is often particularly desperate. The need for language classes for elderly refugees has also been noted in several instances.

101. It has to be more widely recognised that older persons should be systematically included as a target group for education, training and income-generation activities in keeping with their interests, abilities and needs. This requires an assessment of the caseload which may best be done by community service staff using proven techniques such as those described in the forthcoming UNHCR publication entitled Self-reliance, Employment and Microfinance Assistance. While the draft version of this excellent document mentions elderly as potential beneficiaries of self-reliance strategies, it was interesting to note that they do not figure in any of the numerous examples given.

102. Another very different topic to be treated under this heading concerns the production of suitable mobility aids such as walking sticks, crutches and wheelchairs for use by elderly and handicapped persons. The poor quality of such utensils in the Sudanese camps was evident, and in large refugee situations there may be a rationale in favour of training craftsmen to produce such goods to a high standard for sale to aid agencies and interested local people. Relief substitution projects of this kind have already been tried with some success. They may include the production of shoes and clothes suitable for older persons since in-kind donations of these goods are frequently destined for younger recipients.

Older persons should have access to appropriate educational and training programmes. United Nations Principles for Older Persons (No 4)

103. It is clear that older persons may themselves have a role to play in the education and training process, both formally and informally. It has often been mentioned that they are, in the words of the High Commissioner, "the fundamental link between the past and the future, transmitting norms and values from one generation to the next". To enhance their role in this respect, community development projects may be designed in such a way as to bring older people more regularly into contact with children and to organise storytelling sessions, thus perpetuating the oral tradition which many older people are still part of. Primary school classes might be set aside for that; also visits to old people's homes could be organised. In this respect, it is worth pointing out that the mutual benefits of bringing the very old and the very young together has been the subject of much recent experimentation and research, evidence of a healthy new trend which mitigates against the segregation of old age (e.g. in Armenia).

Recommendation 9: Efforts should be made to include older persons in education, training and income-generation activities both as recipients and providers; to this effect their interests and abilities should be more systematically assessed and projects designed accordingly; whenever appropriate, older people should be brought together with younger people and, in particular, children.

Recommendation 10: In large refugee situations, relief substitution projects should be introduced with the aim of training local craftsmen to manufacture good quality walking aids, including shoes, sticks, crutches, wheelchairs and prostheses, for use by elderly and handicapped people.

V. IMPLEMENTATION AND PHASE-OUT

Basic patterns

104. The implementing arrangements set up at the beginning of a programme determine the ease or difficulty of phasing out of it at the end. This is illustrated in the Case Studies in the second part of this review, particularly those on Bosnia and Sudan. As a rule, the more the implementing arrangements are set up as separate structures and the more limited the number or capacity of the partners involved, the more difficult UNHCR's withdrawal is likely to be; on the other hand, the more the implementing arrangements are integrated into existing structures and the wider and stronger the partnership base, the easier it will be for UNHCR to hand over residual responsibilities.

105. While this rule applies to all programme sectors, it is nowhere more important than in projects involving recurrent costs catering for chronic needs such as those of frail older persons with little prospect of rehabilitation. They will require some form of care for the remainder of their lives and phasing-out of projects on their behalf may be traumatic or humanly indefensible. To prevent open-ended commitments while effectively addressing their needs requires careful long-term planning from the start of the operation. The following basic principles can be said to apply to an equal extent to programmes involving older refugees, IDPs or returnees:

  • involve competent government departments and line ministries from the beginning;
  • mobilise a multiplicity of actors and resources in the local community (not only local NGOs but religious organisations, schools, universities, volunteer groups etc.);
  • assist communities in forming effective self-help groups by providing premises, training, equipment etc;
  • design programmes that also bring benefit local people and thus lend themselves to integration into national development plans;
  • involve fellow UN agencies from the beginning;
  • engage early on in sustained capacity-building campaigns to strengthen local partners financially and administratively;
  • advise local partners on fund-raising techniques and approach funding agencies and donors on their behalf; and
  • in consultation with all partners, establish a multi-year planning horizon for phase-out and stick to agreed deadlines.

106. Perhaps the best example to illustrate some of the principles listed above is the approach adopted by UNHCR in Armenia. The beneficiaries of the programme were some 3,000 extremely vulnerable older persons, including both refugees and nationals; the key government partner was the relevant line ministry; many other local actors were involved as part of a well co-ordinated plan; and initial funding was provided by both UNHCR and the World Bank. Here, the Office was clearly instrumental in bringing together different actors and setting a process in motion which is most likely to remain functional well after it has withdrawn from the scene.

107. The Armenian programme has benefited from a favourable political climate rooted partly in the fact that all the beneficiaries are ethnic Armenians. In many other programmes, the implementation of similar strategies is fraught with a host of obstacles; in some cases, however, UNHCR may not have been proactive enough in broadening its support base and in seeking the timely involvement of other competent partners. The Case Studies in this report contain some pertinent examples, and the lessons that can be learnt from them are summarised below.

Involving competent government counterparts

108. It was remarkable to observe that virtually all the country programmes visited had the following features in common:

  • many projects benefiting older people were implemented by local NGOs entirely dependent on external funding for the continuation of their work;
  • UNHCR's contacts with line ministries concerned with social welfare were often tenuous or non-existent; and
  • UNHCR's government implementing partners had neither the resources nor the facilities to cope with the long term needs of the elderly.

It goes without saying that such factors are a recipe for difficulties at the phase out stage.

109. The circumstances that lead to this are usually established already at the time of the emergency: preference for implementation of social services programmes is given to NGOs as they are cheaper, more flexible and easier to control; and the central government establishes a separate refugee or migration office to act as UNHCR counterpart. This means that existing government social welfare structures which could have played a useful role may be ignored or even duplicated. Bosnia and North Ossetia could be cited as examples in Eastern Europe, but the problem also exists in developing countries. Provincial offices of the Sudanese Ministry of Social Affairs, for instance, are said to have the facilities and expertise to run effective social programmes; if they have not so far been involved in any implementing arrangements this is largely because of the stranglehold of the local refugee bureaucracy (COR) which seeks to monopolise all UNHCR input in the country.

110. In discussing the sustainability of social assistance programmes, a recent World Bank publication points out that "public agencies are better equipped to meet recurrent costs through the national budget process than are NGOs and community groups" (Subbarao, 1997, p.107). Mindful of this UNHCR should, as a rule, seek to implement social welfare programmes from the beginning through competent government institutions despite the fact that it might be simpler to work through NGOs. Drawing the Ministry of Social Affairs (or its equivalent) into the picture from the start is at any rate likely to be easier than attempting to do this later on when institutional rivalries may become insurmountable.

111. In implementing such programmes through the competent government organ, UNHCR should aim to strengthen its capacity sufficiently so it will be able to assume responsibility for providing welfare services for residual caseloads of persons with long term needs and meeting the recurrent costs involved. Clearly, this is already being done in a number of instances; there is, however, a case for the practice to become far more widespread.

Recommendation 11: Wherever possible UNHCR should seek to implement social assistance programmes, in particular those likely to involve recurrent costs, from the beginning through the competent line ministry and, in doing so, strengthen the capacity of its dependent institutions in preparation for eventual phase-out.

Strengthening local NGOs and community organisations

112. Even if first preference is given to government networks, NGOs will always have a vital part to play in providing welfare for the elderly, both for those in need of rehabilitation and those in need of continuing care. The excellent work undertaken in this field by many local and international NGOs in the former Yugoslavia is ample testimony of the contribution they are able to make.

113. The main problem that may arise, however, is one of short-term approaches to long-term needs. International NGOs tend to pull out soon after the emergency, local NGOs may lack the capacity to become independently viable, and funding cycles are short and unpredictable, allowing little time for the creation of locally sustainable entities. The Bosnia Case Study dwells on this in some detail, but the phenomenon as such is attested in many situations.

114. The difficulties inherent in this are perhaps best addressed within the framework of a multi-year phase-out strategy which aims on the one hand at a sustained capacity building effort targeted at selected local NGOs and, on the other, at seeking to ensure that such NGOs may become eligible as government implementing partners in the long run. Both objectives require a considerable input of time and effort, and their viability will depend on local circumstances. There is, however, a world-wide trend for welfare services to be contracted out to NGOs and private firms as part of the "care in the community" approach increasingly adopted by numerous governments. A pre-condition for this to work, however, is that the services delivered by UNHCR funded NGOs should not be haphazard but closely interlinked and co-ordinated with the existing (or evolving) government system. This is another reason why close co-operation between UNHCR and the competent line ministry is crucial.

115. How such an approach works in practice can be seen from the example of the United Kingdom where the government in the guise of the local authority provides funding for refugee community organisations which in turn assume responsibility for the welfare of their poorer members, including the frail elderly.

116. An additional word must be said about capacity-building for local NGOs. For it to work, it must go much beyond the occasional seminar and should ideally involve a longer period of assured support during which financial and administrative consolidation can really take root. This very much confirms the findings of a recent study of post-repatriation phase-out strategies undertaken by the Inspection and Evaluation Service which notes that "unrealistic time frames put all the emphasis on providing services at the expense of capacity-building. Expectations of a two or three year involvement, as opposed to one year, can help NGOs make reasonable plans for developing the capacity of local staff" (Review of UNHCR's Phase out Strategies: Case Studies in Selected Countries of Origin, 1997, p. 13).

117. In the social assistance field, capacity-building should also include training on work with the elderly. Such expertise is generally rare and many UNHCR implementing partners (such as some witnessed in Sudan and Yemen) would undoubtedly benefit from training and awareness-raising in this regard. Help Age International has local and international staff-members with extensive training experience who might be contracted to organise workshops for UNHCR's implementing partners in the field.

Recommendation 12: In preparation for phase-out, local NGOs, in particular those involved in longer term social assistance programmes, should be provided with a two- or three-year period of assured support to allow for financial and administrative consolidation; they should also be helped with developing fund raising approaches and given opportunities for specialised training in geriatric care.

Seeking partnership with other UN agencies

118. Close co-operation with other UN agencies is a requirement governing all aspects of UNHCR's work and is no less important when it comes to the well-being of the old. This is particularly clear when the issue is viewed from a wider perspective. What has most affected the elderly world-wide is the spread of poverty caused by economic transition in the former Eastern block and structural adjustment in many developing countries. The tragedy of forced displacement is often no more than an additional element in an already bleak picture.

119. The challenge of providing effective long-term relief in these circumstances is a developmental one which goes much beyond anything UNHCR can achieve on its own. To be effective its strategy should be closely integrated with social development programmes adopted by other UN agencies. Their activities in this field have been given a new direction by the 1995 World Summit on Social Development which recognised the urgent need for national poverty alleviation programmes with focus on employment creation and access to health, education and basic social services for all.

120. Evidence of this new approach could be witnessed in Yemen where UNDP is currently engaging in a large poverty alleviation project with the World Bank and interagency support. One of the target areas for the UNDP project happens to be a refugee-affected suburb of Aden which also figures high on UNHCR's priority list. The potential for convergence is clear but the regrettable absence of consultation between the two Offices during the design stage illustrates once more the difficulty of integrating refugee assistance projects into national development plans. There is a need for UNHCR field staff to be vigilant and take advantage of such opportunities as soon as they arise.

121. A partner with a major role to play in the field of elderly welfare in particular is WHO. Its 1996 report entitled Health and Social Situation of Elderly People in Sarajevo appears to be one of the first studies of elderly people in man-made disasters ever undertaken and contains numerous practical recommendations. It was used as a starting point for an international WHO-sponsored seminar on Multidisciplinary Aspects of Ageing held later that year which was intended to promote the formulation of a comprehensive health policy for older citizens on the part of the Bosnian Government. This shows that the expertise of WHO is a significant resource which may be called upon, both to assess the situation of the elderly persons of concern to UNHCR and to stimulate the adoption of national programmes that are responsive to their needs.

122. Perhaps the most important partner when it comes to long-term planning in the social assistance sector is the World Bank. It is able to make reliable assessments of the viability of social safety nets and can provide technical and financial resources to assist in developing government strategies in this field. A pertinent example is Bosnia where the World Bank has taken a leading role. Its analyses of social protection programmes such as the one published in the 1997 Bosnia Country Study (World Bank 1997, pp.75-84) are important sources of information which can be used as a basis for the formulation of phase-out strategies by UNHCR and as an argument for enlisting continued donor support. In the Bosnian case the macroeconomic data clearly indicate that in the shorter term continued donor involvement in the social assistance sector is vital "to provide a floor of protection".

123. If UNHCR wishes to make the best use of what other UN agencies have to offer in the field of social development (or any other specialisation for that matter), it is first and foremost essential that, in the words of the recent study on phase-out strategies, it "should make a conscious effort to understand their organisational objectives and programme expectations" (para. 18). The lack of such understanding appears to be at the root of some instances of negative thinking and poor inter-agency communication witnessed in the field. To help prevent this, headquarters should keep field staff regularly informed about the evolving policies and objectives of other agencies and give them the opportunity to become closely acquainted with different types of co-operation and programme interface; staff exchanges and secondments should be strongly encouraged.

Long-term planning is a necessity

124. Generally, the conclusion is inescapable that in situations involving residual social assistance needs of a longer-term nature, UNHCR should be realistic enough to adopt multi-year phase out plans jointly negotiated with donors, development agencies and the local government; they should contain a clear statement of objectives linked to a timetable indicating when and under what conditions other partners will assume responsibilities for specified programme sectors, in keeping with the implementation of an overall government plan. Such an initiative may also stimulate the government into giving sufficient priority to social assistance programmes in budgeting resources.

125. It is interesting to note that the need for a longer-term planning perspective is also very much emphasised in the recent study on phase-out strategies. It states that UNHCR should overcome its "emergency mind-set" and be prepared to engage in comprehensive programme planning which is more likely to generate long-term stability; a period of two or three years is repeatedly mentioned as a realistic time frame for this purpose (see paras. 9, 19, 34, 41, 45, 58, 59).

126. Planning exercises of this kind and the negotiations and contacts that they involve require a considerable amount of time which is often not available as regular staff are more often than not fully occupied in running day-to-day programmes. This should be recognised and headquarters should be prepared to strengthen field offices with the secondment of additional staff to assist in the formulation and implementation of phase-out plans.

Recommendation 13: Wherever possible, UNHCR should attempt to integrate its social assistance activities into social development programmes adopted by other UN agencies and the local government; to make this effective, the phase-out stage should be subject to a multi-year strategy negotiated jointly with linkage partners and donors and based upon clear objectives and realistic time-frames; if necessary, field offices should be strengthened to help with establishment of such a strategy.

1999: an opportunity not to be missed

127. The findings of this review confirm the High Commissioner's belief that UNHCR needs to make further efforts at "improving awareness, policy planning and projects for older refugees". The forthcoming International Year of Older Persons would seem to be an excellent opportunity to draw UNHCR's partners into a dialogue on this topic and take concrete action. To this effect UNHCR might wish to:

  • develop a strategy for the implementation of the recommendations of this report, to be submitted to the Executive Committee for discussion and approval in October 1998;
  • develop a training module on ways to optimise the inclusion and participation of older refugees in assistance activities, with particular attention to community development, health, nutrition, shelter, education, training and income-generation;
  • assess the geriatric care training needs of implementing partners and organise training seminars with the help of outside expertise;
  • upgrade in-house POP training materials by including case studies on older refugees (at present there are virtually none); and
  • organise an inter-agency seminar to discuss ways in which inter-agency co-operation in the field of social development can be strengthened for the benefit of vulnerable groups of refugees, returnees and displaced persons; the findings should be used to brief UNHCR field staff and assist them in the formulation of appropriate inter-agency approaches.

Public Information campaigns planned for the year, such as the special issue of Refugees magazine, should be integrated into this overall plan and designed to give it maximum effect.

Recommendation 14: In the light of the recommendations provided in this review, UNHCR should use the forthcoming International Year of Older Persons as an opportunity to draw donors and implementing partners into a dialogue on ways to improve awareness, policy planning and projects for older beneficiaries; an overall training and information strategy should be developed to this effect.

BOSNIA-HERZEGOVINA: A LONG-TERM PHASE-OUT STRATEGY REQUIRED

128. As lead agency in the former Yugoslavia, UNHCR continues to have the largest programme of the UN system in Bosnia-Herzegovina. From the beginning, its activities have dominated every aspect of the international relief operation and benefited not only the displaced but also many persons in need who did not have to leave their homes. In fact, it can be said that UNHCR did much to maintain the semblance of a social safety net at a time when government institutions were no longer in a position to do so.

129. This was confirmed by interviews with elderly refugees that were conducted during the mission in various localities, including Banja Luka, Bihac, Mostar, Zenica and Sarajevo. UNHCR-funded projects have enabled both local and international NGOs to conduct numerous programmes which provide medical and psycho-social care and essentially needed supplies to destitute elderly. Their number includes many single, abandoned or immobile persons who are still resident in their own homes but are unable to cope on their own. This was the result of a deliberate policy which did not wish to make a distinction between different categories of beneficiaries, and there is no doubt that many lives have been, and continue to be, saved as a result.

130. Two years after the signature of the Dayton Agreement, however, the continuation of such programmes is a matter of debate. UNHCR is under donor pressure to scale down its activities and the question is being asked to what extent the most urgent needs have now been met and whether local NGOs and government services are in a position to assume the bulk of social welfare responsibilities for the remaining vulnerable persons, including the elderly. The impression gained by this mission is otherwise: needs remain extremely high while local institutions have as yet neither the resources nor the structure to be able to respond without substantial external support. This must have implications for the phase-out strategy to be adopted by UNHCR.

Why are needs still so high?

131. In pre-war Bosnia there were very few residential homes for elderly persons. Care for them was assured by a patriarchal family network bolstered by state pensions, free health care and selected cash benefits for the poorest. Since 1992 this entire system has collapsed. According to the recent World Bank Country Study, pensions have fallen "below any reasonable poverty line", the health-care systems in both entities "are experiencing severe financial crisis", and "neither entity has the resources to finance a programme of cash transfers to the poor" (1997, p.78-83). Perhaps worst of all, the old patriarchal system, the main guarantor of security and support, has been largely destroyed as families were dispersed and lost their economic base. Often, younger family members who would normally have been expected to provide for their elders have become victims of the war.

132. The consequences of this chain of misfortune are profound and cannot be remedied quickly. For a start, the re-establishment of a functioning government system is not only a question of raising sufficient tax revenue which in turn must depend on the pace of economic recovery. As in other countries of the old socialist block, the former social protection programmes are unsustainable and cannot simply be reintroduced. While the melt-down of the old system might be seen as providing "a unique opportunity for fundamental reform" (p.75) the decision-making process on the design and implementation of such reforms is slow because of the continued political and administrative fragmentation of the country.

133. What we see today is a disturbing picture. While the Bosnia emergency is officially over, for many elderly it is continuing unabated and in some cases even worsening as aid programmes are being reduced. Those who have to depend exclusively on their pensions are barely able to survive even if they have not been directly affected by the fighting. In the collective centres, negative social selection has meant that those who remain include a disproportionate number of elderly persons who have nowhere to go and no-one to take care of them. Some centres have become veritable geriatric wards despite the fact that their premises and facilities are unsuitable for this purpose. Their long term financing and staffing is far from assured and those accommodated there are distressed and deeply worried about the future.

134. For many persons in temporary accommodation and collective centres, the most burning question concerns return to their places of former residence. Because of their attachment to the land, the elderly are more willing to contemplate return even to minority areas from where they were expelled but many lack the means and strength to reconstruct their homes and resume a rural life in areas that are often quite isolated, especially if the younger generation is not with them. While repatriation is the solution they most desire, a lot of material help and aftercare is needed for them to achieve it, quite apart from overcoming the persistent political obstacles that impede return to minority areas.

135. Altogether, the mission observed that the psychological trauma incurred by many elderly victims of the war, particularly those who lost close relatives and children, remains like an open wound. Elderly interviewees broke into tears at the mention of what they had experienced. As shown by recent research undertaken in Croatia, older persons are indeed more susceptible to psychosomatic symptoms and disorders resulting from war trauma, and suffer from a much higher rate of depression, insomnia and persistent recall of traumatic events than younger people (Havelka, 1995). Their resulting state of mind clearly has a bearing upon their general health condition and life expectancy. As shown by another Croatian study, war trauma can even speed up the onset of senile dementia.

136. Psycho-social programmes can do much to bring elderly trauma victims out of their isolation and give the more able-bodied ones the energy and hope to rebuild what remains of their lives. This, however, is a process which takes not months but years. Yet, already with the end of the official emergency, donor priorities began to shift away from such programmes despite the fact that "actual needs remain extremely high, and, in many cases, the possibility of doing real psycho-social healing is only just beginning" (Smillie, 1996). While it is clear, that outside funding for such programmes cannot be made available indefinitely, their withdrawal should normally be commensurate with the development of a local capacity to cater for the remaining needs. It seems, however, that the local structures are as yet ill equipped to take over the responsibility for running such programmes.

Local NGO capacity remains weak

137. According to a study undertaken on behalf of CARE in late 1996 (Smillie, 1996), implementing arrangements adopted by UN agencies and international NGOs may be partly to blame for the slow consolidation of independently-viable welfare mechanisms in Bosnia, both in the government and the non-government sectors. International preference for NGOs has meant that "government departments and social service centres have received very little donor attention" (p.5), and this despite the fact that many welfare offices continued to operate throughout the war, relying on staff who worked without salaries and provided "services to the extent possible" (World Bank, 1997, p.83). If the international community had used this network more extensively for service delivery during the emergency, the government might now be in a better position to assume its welfare responsibilities. Instead, the overriding preference given to NGOs "who are, in many cases viewed as having been over-funded" (Smillie, 1996, p.5) has meant that existing government welfare offices have in some instances been marginalized and their ability and effectiveness may have been undermined.

138. Moreover, generously-funded implementing arrangements with local NGOs do not necessarily make the organisations concerned sustainable in the long term. Many of them were hurriedly set up by external donors and international NGOs for the purpose of cheap service delivery and were not provided with sufficient resources, training and expertise to help them become financially viable institutions. Their fragility was compounded by the short time frames of agreements which impose very limited planning horizons and create a climate of unpredictability and insecurity. Smillie evaluates UNHCR's role in this process as follows:

Despite its good intentions in channelling funding through local NGOs, UNHCR is perhaps one of the most prominent culprits is setting up organisations for a fall. Its rigid adherence to "implementation costs" and its avoidance of "organisational costs", combined with the fact that it has been the biggest source of NGO funding for the past three years, has created a community of organisations that live an almost completely unsustainable hand-to-mouth existence. Many other donors are no better.

139. While this criticism was made a year ago, discussions with staff members in the UNHCR Office in Sarajevo have shown that the inherent weakness of many local NGO partners remains very much a live issue. The uncertainty about their future has potentially grave implications for the elderly in need. Government services will remain under-resourced for some time to come and if the continuing reduction of external funding leads to the collapse of vitally needed NGOs, they may find themselves without any source of support. Inevitably, the poorest and weakest among them will suffer most. UNHCR's phase-out strategy must include measures to avoid such a scenario.

Phasing Out Responsibility

140. Sarajevo based staff of the World Bank, ECHO, WHO and UNDP met during the mission, stated unequivocally that it would require an economic recovery period of at least two more years before the government would be able to run sufficient social protection programmes to meet the vast demands. The conclusion is inescapable that until that time, the continued involvement of UNHCR is very much needed, especially in view of the country-wide role assumed by the Office during the emergency which carries with it an added element of responsibility for the post-emergency period. With the well-being of so many people still depending on the input of UNHCR, a phase out strategy is required which is not sudden and unilateral but long-term and mindful of the inevitably slow recovery process of a society so thoroughly devastated.

141. Devising such a strategy is far from simple, however, because of the fragmentation of the country, the magnitude of the problems and the multiplicity of actors involved. As far as the elderly are concerned, a needs assessment should be conducted as a first step so as to elicit more detailed information on the number, status and location of those who are most in need. Various approaches will then have to be adopted to take account of the local circumstances which differ not only between the two entities but also between cantons and municipalities. The result should be a plan with a three-year time-frame which should be discussed with all relevant parties, well-publicised and strictly adhered to.

142. The plan should aim to prepare the ground for a phased hand-over of responsibility for different groups of beneficiaries by:

  • enhancing the capacity of government welfare offices and geriatric institutions while ensuring as a counter-measure that welfare needs receive adequate priority in the government's long-term spending plans at federal, cantonal and municipal levels;
  • strengthening the most competent local NGOs and facilitating arrangements between them and funding organisations, including bilateral aid agencies;
  • closer co-operation with UNDP, particularly in regions covered by their Area Based Development Programmes which should also include support for social protection measures;
  • co-operation with WHO and the World Bank in their efforts to advise the authorities on the current reforms in the pensions, health care and welfare systems;
  • UNHCR phase-out should to the extent possible be linked to the time-frame and progressive implementation of these reforms; and
  • seeking donor support for the concept of a three-year phase-out plan which in turn may allow local implementing partners the necessary time to become more financially viable and self-supporting.

143. When deciding on budgetary cuts, it should be accepted as a matter of principle that items of expenditure which directly benefit the poorest and most vulnerable beneficiaries should be the last to be affected. This must include the community services sector which is at any rate one of the least costly parts of the country budget as detailed in the Country Operations Plan: with US$4.1 million it amounts to only 3% of the total needs of US$122 million during 1997.

144. From a fund-raising point of view, the lynch pin of this entire strategy must be the focus on elderly returns. Donors are supportive of repatriation programmes and the willingness of many elderly to return to their former homes provides opportunities for the reconciliation of divided communities. However, the success and sustainability of elderly returns depends on the availability of functioning health and welfare services in the areas concerned. One of the key aims of the phase-out plan is to provide time, resources and inter-agency advocacy to allow for the consolidation of such sources of support while passing a clear cut message on agreed deadlines for UNHCR involvement. Couched in such terms donors may be willing to provide for the staffing and material resources needed for its implementation.

CROATIA: RESTRICTED ACCESS TO A WELFARE SYSTEM UNDER STRAIN

145. By international standards Croatia's population is ageing rapidly. The birth-rate is low and the number of persons over the age of 65 has risen from 7% in 1953 to 13.1% in 1991. Welfare provision for the elderly, already under growing pressure as a result of this demographic change, has been stretched beyond capacity by the catastrophic consequences of the recent war which has led to a drastic increase in the number of older persons requiring support. To the Croatian elderly in need must be added some 68,000 refugees from Bosnia who live in private accommodation and various collective centres run by the Office for Displaced Persons and Refugees (ODPR). No less than 20,000 of them are over the age of 60 and the majority have no direct family support.

146. During its brief visit to Croatia, the mission interviewed elderly refugees in collective centres in Varazdin and Gasinci and met with ODPR staff and several NGOs involved in providing services for the elderly. Home visits were conducted in Zagreb, Varazdin and Okucani (Western Slavonia) where the mission met with elderly Serbian returnees.

Assistance entitlements depend on legal status

147. Access to government services for the elderly is first and foremost a question of legal status and a distinction must be made between three groups: Croatian citizens in possession of an ID card, Bosnian Croats who have access to a Croatian residence permit (domovnica) if they can prove their Croatian identity but are not considered full citizens, and Bosniaks who can make no claim to Croatian nationality.

148. Croatian citizens are legally entitled to state pensions and services provided by the Ministry of Labour and Welfare which may include institutional placement, financial support, and home care. In practice, access to such services is anything but straightforward. There is a drastic shortage of beds in institutions where the waiting list now tops 9,000 persons while in-home care remains to be developed and is only available in a few localities.

149. Bosnian Croats, the second group, form the majority of the refugee population. Holders of the domovnica have indefinite residence rights in Croatia as well as other privileges such as access to free education but they are not entitled to state pensions. Access to government welfare may be granted on a case-by-case basis but is not systematic. Institutional placement for the elderly is very difficult to obtain and subject to a partial subsidy by ODPR at the rate of DM6.- per person per day. In recognition of the urgent need to increase the number of available places, the IFRC has recently reconstructed four residential homes on the understanding that the added capacity will be used to accommodate refugees and displaced persons. Most of these can be expected to be Croatian.

150. The third group, Bosniak refugees, currently number some 17,000 of whom 30% are over the age of 60. They are in the weakest position, both legally and materially. Most of them are from minority areas which means that their repatriation prospects are as slim as their chances of local integration in Croatia. Their attempts at securing access to their Bosnian government pensions have mostly met with failure and they tend to find themselves at the end of the ODPR queue for placement in Croatian residential homes. Unless solutions are secured for them in their country of origin they may turn into a long term residual caseload with increasing rather than diminishing needs. Both from a protection and an assistance point of view, their situation must remain a priority for UNHCR.

151. A major difficulty shared by both Croat and Bosniak refugees concerns access to health services. As refugees they may obtain primary health care free of charge while secondary health care is only available for emergencies and tertiary care is not provided. The chronic ailments usually suffered by older people are therefore not covered and those without support from family or friends find themselves unable to secure the treatment and medication they require.

Voluntary Repatriation: obstacles and opportunities

152. The elderly represent a key element in the voluntary repatriation process for different and contrasting reasons. The returnees, most of whom are ethnic Serbs, fall into two groups: those who left during the height of the Serbo-Croat war in 1992-93 and those who departed from the former sectors South and North following the Croatian military offensive against the so-called Krajina Republic in 1995. Among the former group the elderly tend to be the first to return, while many of the elderly of the second group never departed but were left behind as remainees because of the suddenness of the exodus. What is vital for the latter is the repatriation of their younger relatives who alone can ensure their long-term care. The two situations are problematic in different ways.

153. The repatriation of elderly Serbs to regions such as Western Slavonia was observed first-hand by the mission. They have less reason to fear for their safety than their children who often prefer to remain as refugees in FRY. They are also more prepared to resume ties with their Croat neighbours but their main motivation for returning is their wish to die in their ancestral land to which they are deeply attached. It was indeed remarkable to see how happy the returnees were to be back home but it was equally clear that they are facing enormous problems in trying to rebuild their frequently devastated homes and work the land without the help of their children.

154. The assistance available to the returnees appears to be very limited considering their age and the fact that many have lost all their possessions. Those who return in an organised manner receive help from ODPR for a six month period but until very recently there was no government support for the many who return spontaneously to avoid the official procedure which is very slow, particularly for ethnic Serbs. Moreover, returnees cannot apply for social welfare from local funds because beneficiaries must have been resident in the area for the previous two years. The government's evident unwillingness to encourage a rapid spontaneous return is due to political and security factors, not least the highly sensitive problem that many Serb houses have, with government approval, been taken over by Croat refugee settlers who are now facing the prospect of being displaced yet again as the rightful owners return.

155. For UNHCR, the willingness of the elderly to repatriate must be seen as a valuable opportunity to set in motion a process of reconciliation and social reconstruction of neighbourhoods affected by the war. In view of the underlying tension that persists in many regions and the restricted availability of government support, the continued presence of UNHCR-sponsored NGOs in areas of return is highly desirable. Community development projects and aid in shelter reconstruction for the elderly is and must remain a priority. However, beyond that UNHCR should attempt to ensure that discrimination between spontaneous and organised returns should be minimised and that all returnees should have access to social care both from local funds and centrally managed welfare institutions. In addition, there would seem to be a need to monitor carefully the problems faced by Croat refugee settlers who are having to be rehoused to make room for returnees. If UNHCR can be seen to provide them with some support, even as a symbolic gesture, this might help the reconciliation process in affected neighbourhoods and prevent UNHCR and its implementing partners from being associated exclusively with help for former enemies while ignoring the plight of the Croats.

156. The main objective of the exercise must be to create a climate which encourages the repatriation of the younger generation, for without their presence and support the long-term outlook for the elderly returnees is bleak. This is vividly illustrated by the fate of the elderly remainees in the former sectors South and North, many of whom have become helpless and destitute after the departure of their younger relatives. Under an IFRC project known as Operation Save Lives some 6,000 beneficiaries, mostly abandoned elderly persons living in remote areas, have been provided with support by mobile teams since 1995. The hoped-for repatriation of their younger relatives has been painfully slow, however, despite UNHCR intervention to secure priority clearance for them from the Croatian authorities. Cumbersome government procedures have purposefully delayed the processing of applications while the bleak economic outlook of the area where unemployment runs at 90% acts as a further disincentive to the return of the young who hope to find a better future for themselves in the FRY.

157. As in other parts of the former Yugoslavia, one cannot escape the conclusion that as young and old were separated and dispersed by the war, the old patriarchal networks of support that have kept families in rural areas together for generations have been irredeemably destroyed. Even where communities have been preserved, the economic consequences of the war have been such that they are no longer able to take care of their vulnerable family members in the way they would have done in the past. The resulting hardship suffered by the elderly represents a serious dilemma for aid agencies and the government, especially as their needs are, if anything, increasing rather than diminishing.

An uncertain future

158. At the interviews conducted during the mission, many of the elderly remarked on the fact that food and medical aid which had been provided to them during the emergency had been reduced or were no longer available while their material circumstances had not improved to make up for the loss. They expressed considerable anxiety about the future and their worries clearly added to the war-related traumas suffered particularly by those who had lost children or close relatives in the fighting.

159. There are still a considerable number of NGO-implemented projects for the elderly in Croatia, including home visiting programmes, geriatric care in collective centres and community counselling teams. However, many of these activities are expected to be phased out in 1998 and consideration must be given at this stage as to how to prevent the most vulnerable among the beneficiaries from plunging further into isolation and misery as UNHCR's support begins to vanish.160. There is a chance that for 1998, ODPR will receive additional government funding to support the 19,000 elderly refugees still accommodated in collective centres. Some of these are likely to be converted into informal homes for the elderly but this cannot be more than a temporary arrangement because ODPR is not a permanent government body. Another plan under discussion is to convert some of the centres into regular homes for the elderly recognised by the Ministry of Social Affairs but run by NGOs. This would be an entirely new venture for the social welfare system and would require substantial initial support to help the NGOs convert the centres into homes. Even then, however, the Ministry may not be prepared to cover the expenses of the refugees residing in the homes.

161. For UNHCR the challenge is considerable. On the one hand, the provision of care for the elderly in Croatia is a national problem which much exceeds the mandate and capacity of UNHCR; on the other hand, the elderly population in the country includes many persons of concern to the Office who, due to the prevailing legal and political circumstances, do not have equal access to government services and entitlements while their chances of voluntary repatriation remain subject to obstruction. In the light of this, a two-pronged strategy is required which must combine advocacy for the rights of individuals with an attempt to integrate support measures for them into the evolving national framework.

162. From a protection point of view, this means countering the discriminatory treatment of certain groups, in particular Bosniak refugees and Serb returnees, and helping individuals to gain access to their rights, including pensions and welfare provision from government and local NGO sources. This must go hand-in-hand with maximum exploitation of UNHCR's potential function as a catalyst by seeking to bring together all available partners to ensure that national plans for the provision of welfare for the elderly include coverage of the needs of displaced persons and refugees and receive adequate priority in resource allocation.

THE RUSSIAN FEDERATION: FOCUS ON PROTECTION ISSUES

163. The situation of refugees and internally displaced persons in the Russian Federation is of bewildering complexity. The mission took stock of this complexity in Moscow where some 30,000 urban refugees reside precariously. Most of the refugees in and around the capital who have become known to UNHCR, come from beyond the Former Soviet Union. Afghans, Somalis and Iraqis make up for the largest urban groups.

164. The mission also travelled to Saratov, North Ossetia, Ingushetia and Stavropol Krai, which together host some 185,000 people who were forced to flee from many different places: Chechnya, South Ossetia (to North Ossetia), North Ossetia (to Ingushetia), as well as Abkhazia, Tajikistan, Armenia, Azerbaijan and other countries in the former Soviet Union. North Ossetia is simultaneously the point of departure and the destination for voluntary repatriation programmes, and one of the populations involved, the Ingush of North Ossetia, were displaced twice: first deported by Stalin after World War II, they returned to their native Prigorodny District only to become victims of ethnic cleansing in 1992.

165. The picture is further complicated by the cultural, ethnic, religious and linguistic differences between the various caseloads involved. From the point of view of the elderly, the most important distinction is perhaps that between persons of Russian and non-Russian descent. Patriarchal family traditions tend to be more prominent among the non-Russians, whether Christians (such as the Georgians) or Muslims (such as the Ingush and the Chechens as well as the Afghans in Moscow), and unaccompanied older persons are rare in this group. Among the ethnic Russians, on the other hand, birth rates and family cohesion tend to be lower and family members more widely dispersed, resulting in a significantly higher ratio of isolated older persons, in particular women.

166. The following remarks are focused primarily on protection-related topics which assume particular prominence in the highly-bureaucratised environment of the former Soviet Union.

Residence rights

167. The propiska is an obligatory residence permit introduced in Soviet times to control the movement of populations. It has since been outlawed at federal level but the system is de facto still applied. For refugees and displaced persons, the acquisition of a propiska is vital to secure legally-sanctioned access to employment and social welfare. There are many obstacles on the way and the more desirable the district or neighbourhood, the harder it is to obtain. Applicants need a proper place of residence (this automatically disqualifies everyone in transit or collective centres) and may have to make a down payment of up to 2.5 million roubles; cancelling propiskas in previous places of residence may require additional payments. There appears to be no hard and fast rules, however, and much depends on the whims of local officials.

168. The discretionary management of propiska applications can lead to instances of what may be called negative social engineering. In Stavropol, families have been split as propiskas are granted to older applicants but denied to their children in an attempt to prevent them from entering the local labour market. In North Ossetia, families returning to their ancestral places of residence after thirty or forty years in Tajikistan can find it impossible to obtain propiskas for their children without payment and are left in limbo as they have no money and nowhere else to go. Georgian refugees, on the other hand, are being offered parcels of land and propiskas for free by the authorities in Prigorodny district, an area formerly populated by Ingush; in doing so, the authorities may wish to pre-empt their return, a risky policy with potential implications for the UNHCR repatriation programme.

169. In Moscow the registration by Russian authorities of refugees originating from outside the Former Union has been a slow and ineffective process. First, most refugees have not been registeres and status determination not carried out. In several camps though the Russian Federal Migration Service tested registration, but apparently without follow-up. Secondly, those refugees who have obtained some form of documentation complain that it is not recognised by the militia and that harassment is common. Several Afghan elderly refugees reported to the mission having been repeatedly threatened by the militia in their apartments. During the mission's visit, the city authorities of Moscow announced that all Afghan refugees would be registered for the regularisation of their residency status.

Compensation claims

170. This concerns mainly ethnic Russians from Chechnya and Tajikistan who are in principle entitled to compensation for loss of property and personal assets suffered during the armed conflict in these countries11. The settlement of a compensation claim is vital for a family's standard of living and future prospects; for older people it can make the difference between abject misery and minimal comfort. Unfortunately the funds set aside for compensation by the federal government appear to be insufficient and the legal procedures are slow and bureaucratic. Many families are finding it impossible to supply documentary proof of property ownership because they cannot get hold of any papers from Chechnya.

More legal counselling needed

171. The mission showed that older persons have the greatest difficulty in coping with the legal pitfalls and the paperwork involved in compensation claims, propiska applications and other legal matters such as pensions rights, invalidity benefits etc. Moreover, they easily become the preys of blackmailers and other types of pressures. They are often ill-informed about their entitlements and do not know whom to turn to for help. In Moscow, UNHCR limited assistance activities implemented by Equilibre have not allowed at present to provide for adequate assessment of certain older refugees' situations, or improve it through support and counselling. Similarly, staff in the many outlying district offices of the Federal Migration Service cannot always be relied upon to provide advice as they are themselves not well informed and at times even fail to refer persons in need to potential sources of support such as NGOs or the local UNHCR lawyer.

172. These problems were discussed thoroughly with the newly-opened UNHCR office in Stavropol. The following package of measures was thought to be appropriate in these or similar circumstances:

  • strengthen the local lawyer's office with one or two additional staff;
  • encourage the lawyer to organise regular legal counselling sessions in the old people's homes housing internally displaced persons and the transit centres run by the Federal Migration Service;
  • encourage the lawyer to produce and disseminate, through the FMS Offices, a user-friendly guide to the legislation and entitlements affecting displaced persons and refugees as well as an indication of the help his office may provide;
  • appoint a legal counterpart in Grozny to facilitate the processing of compensation claims; the Chechnya Committee for Human Rights has been suggested for this function; and
  • provide UNHCR funding for regular information exchange and training sessions bringing together FMS staff from outlying offices and the central office; to the extent possible this should also include staff from other concerned ministries and government departments (health and social protection, labour, education etc).

It goes without saying that such measures would not only benefit the elderly but refugees and internally displaced persons in general.

Local NGOs in need of better statute

173. In both Stavropol and Vladikavkaz the Children's Fund, a local Russian NGO has proved invaluable as an implementing partner for UNHCR projects targeted at vulnerable groups. The Vladikavkaz project includes funding for a network of refugee monitors who have the task of locating beneficiaries and engaging in outreach and follow up work. Through them the social services section in the UNHCR office is able to obtain reliable first-hand information about the circumstances faced by the refugees and IDPs, and the monitors have come to be known as "our barometers".

174. While it is evident that vulnerable groups among the displaced in the area will require support for some considerable time to come, the long term sustainability of the projects run by the Children's Fund is very much open to question. One of the main problems, encountered also in other countries of the former Eastern block, is the unsatisfactory legal status of NGOs which makes their revenues susceptible to taxation and thus seriously limits their ability to become self-supporting. It is very much in the interest of UNHCR to try and promote, both at federal and at local level, the adoption of more favourable legislation which would recognise the charitable status of NGOs and allow them a greater degree of autonomy. To this effect UNHCR should join forces with other UN agencies promoting the same aim. Such efforts must go hand in hand with effective capacity-building measures as discussed in the main body of the review.

Protection and government welfare provision

175. While UNHCR's government counterpart is the Federal Migration Service, the institution responsible for the welfare of the elderly is the Ministry of Health and Social Protection. The latter runs a network of old peoples' homes and social welfare centres which appears to be remarkably functional in the Saratov Region, Stavropol and North Ossetia, despite a significant reduction in funding.

176. Co-operation with this Ministry is evidently vital in the search for durable solutions through local integration and repatriation. In Saratov and Stavropol an excellent beginning has been made through projects providing for the renovation of old people's homes that have taken in displaced persons. Less has been achieved in the much more complicated situation in North Ossetia where contacts with the Ministry and its welfare network have been tenuous. Judging by a visit to one of the welfare centres in Vladikavkaz which was much frequented by elderly Georgian refugees the impression was gained that the Ministry's network might be used much more extensively for the implementation of social assistance projects for displaced persons, refugees and returnees.

177. This may be of some importance in the rather fraught repatriation of the Ingush. The Ministry may, with UNHCR support, be prevailed upon to open a welfare centre in the area concerned to help in the rehabilitation of the returnees. The reluctance of the Ingush to frequent Ossetian institutions might be overcome by recruiting mainly Ingush staff for the centre. In this way, the centre may fulfil a valuable confidence-building function and help to integrate the area more permanently into the government service network.

178. Co-operation with the Ministry requires co-ordination with the Federal Migration Service, which may not be without obstacles. In preparation for the impending closure of some collective centres, the FMS has drawn up a list of vulnerable persons in need of continuing support. There is a lack of clarity about the criteria used and the composition of the list has been questioned by some quarters, including staff working for the Children's Fund project. Protection staff should monitor the list to ensure that non-discriminatory criteria have been applied and any longer-term support measures should, to the extent possible, be designed by recourse to the facilities that may be provided by the Ministry of Health and Social Protection.

179. All the points raised in this case study illustrate the degree of interface between social welfare measures and protection concerns, particularly in countries where complex bureaucratic procedures are implemented with some degree of institutional arbitrariness and bias. Close co-operation between protection and community development staff is indispensable in such circumstances. In the Russian Federation, UNHCR appears to lack protection staff of sufficient number and experience to deal with the multiplicity of challenges involved.

YEMEN: INTEGRATED POLICIES FOR URBAN REFUGEES

An unprecedented spread of poverty

180. Perhaps the most important point to take note of about Yemen is that the refugee caseload there resides principally in urban centres, especially Sana'a and Aden, and is likely to continue doing so for the foreseeable future. Of the 30,000 Somalis who have so far been registered by UNHCR, only some 5,800 are living at Al-Gahin, a temporary camp located in a barren and inhospitable area. A new more permanent site with agricultural potential has now been identified but it is not able to accommodate a higher percentage of refugees nor are many more of them likely to move out of the cities. Taking account of this situation, the country operations plan presented by BO Sana'a stresses the urgent need for assistance measures in urban areas in order to "enhance the access of the refugees to local social facilities while improving their earning capacities". Future plans thus include an expansion of current programmes in Sana'a and a renewed focus on Al-Basateen, a particularly deprived urban neighbourhood in Aden which currently lacks any form of medical facility.

181. The need for such measures has become all the more pressing due to the serious economic downturn suffered by the country since 1990. The combined effects of the Gulf war, the civil war of 1994 and the stringent economic reform package adopted in 1995 have created "an unprecedented spread of poverty in all regions of the country" (UNDP 1997, p.4) which affected the refugees no less than the nationals. Many of the elderly saw their children leave to escape unemployment in Yemen and try their luck as clandestine workers in the Gulf. Some of them were able to find jobs and send remittances back to their parents in Yemen but the situation was not to last: a recent Saudi crackdown on illegal migrants has led to the deportation of numerous Somalis. The consequent loss of remittances has affected many members of the refugee community, in particular elderly persons who are now not only destitute but also in anguish about the fate of their children.

Town is better than camp also for UNHCR?

182. Following this chain of events it might have been expected that families and individuals in need would move to Al-Gahin camp in order to benefit from the material assistance available there. Very few appear to have done so, however. When questioned why they did not wish to move to the camp various responses were received. All elderlies who had families pointed to the lack of secondary schooling in the camps and stated that they were ready to cope with any form of hardship in order to remain in urban areas for the sake of their children's education. As for the single elderly, they appeared reluctant to leave their familiar urban neighbourhood network, able to provide them with a limited level of support, for what they described as the tense social environment of the camp where they had no friends or relatives and would receive only a minimal assistance. It was observed that some refugees are giving shelter to homeless elderly persons even when they themselves were unemployed and in arrears with rental payments for their premises.

183. From UNHCR's point of view, the refugees' negative attitude to the camp is only to be welcomed. It is clearly not in the interest of the office to see the camp being populated by increasing numbers of vulnerable persons in a situation of open-ended dependency. This would accelerate the process of negative social selection so frequently observed elsewhere and jeopardize the economic prospects of the agricultural activities planned for the new settlement. Instead UNHCR should, as an integral part of its policy of providing support for the urban caseload, encourage community development measures to assist the young elderly to become economically self-supporting, to help the community take care of older persons in need and target support for vulnerable elderly-headed households.

Towards a more effective inclusion of the elderly

184. A strategy to this effect remains to be worked out. As in many other UNHCR programmes the elderly have so far not been actively included in programme planning in Sana'a. In this respect it is symptomatic that the activities hitherto foreseen for the new refugee social centre were focused exclusively on children and adolescents! One essential prerequisite for any strategy is a needs assessment because at this point there are no reliable data available on the number of needy elderly in urban areas. Refugee monitors might be the most effective way to achieve this (see para above); but their selection would need to take account of the ethnic diversity of the refugee caseload. The refugee clinic in Sana'a which has a considerable number of elderly patients might be another starting point.

185. A no less essential requirement is training and sensitization of the UNHCR implementing partner, Partners in Action (PAD), a local Yemeni NGO involved in social and basic legal counselling in Sana'a and Aden. As such they are in charge of a new UNHCR microloan project which could well benefit some of the young elderly and they might also be encouraged to become more active in the community development field. However they are, at this stage, not equipped to think creatively about possible solutions to alleviate the plight of the elderly and stand to benefit greatly from professional advice. Some of the highly competent and experienced Help Age staff in Sudan who are working in a comparable cultural and linguistic environment might be invited to Sana'a for a one week briefing and training seminar to meet PAD staff.12 Enhanced inter-agency dialogue may create more opportunities.

186. As in other situations, the question of long-term sustainability of any such assistance measures must be taken into account from the outset. In the Yemeni context, a way ahead should be sought through attempting to integrate UNHCR's activities in the medical, income-generating and NGO capacity-building fields into the large-scale and longer-term development projects currently being planned by fellow UN agencies. Chief among these is an inter-agency Poverty Alleviation and Employment Generation Project spearheaded by UNDP and valued at some US$40 million. Among the five target areas selected for the project are "Aden's various poor neighbourhoods, particularly Al-Basateen" which is also a priority area for UNHCR (UNDP 1997, p.17). It is symptomatic of the poor linkage between refugee relief activities and national development plans that the voluminous UNDP project document refers to the existence of "poor returned Yemenis from Somalia" in the Aden suburbs but makes no mention of the many refugees residing in this area. In the same vein, UNHCR does not figure among the agencies listed by UNDP as having programmes with "similar objectives, and/or working in the same areas" (p.28).

187. The UNDP project umbrella also extends to another potentially interesting interlocutor, the World Bank-sponsored Social Fund for Development which has considerable resources for community development (including primary health care), micro-credit schemes and local NGO capacity-building. During an exploratory visit, the Director of the Fund expressed considerable interest in partnership arrangements with UNHCR whereby the latter would support the refugee component of any designated projects. Any such joint enterprise should be a priority for UNHCR as the benefits would accrue not only to refugees but to all inhabitants of the area concerned and thus contribute positively to local integration and communal harmony.

188. Altogether there is clearly a need for an enhanced inter-agency dialogue so as to ensure that any UNHCR project activities and implementing arrangements in the country and, particularly in the Aden suburbs, fall in line with longer-term developmental initiatives as this alone would guarantee their sustainability and truly assist refugees in their local integration efforts. Such an interface should also be a key element of any phase-out strategy.

189. Last but not least, it is important that any measures to improve the degree of self-reliance among refugees in Yemen should be matched to the extent possible by assistance projects and developmental initiatives in Northern Somalia, otherwise an additional pull-factor in Yemen may be created. Here UNHCR has an important advocacy role to play as it is currently the only UN agency with a major programme in the area.

Summary of recommendations specific to Yemen

a) Conduct needs assessment and resources assessment of urban elderly.

b) Organize training for local NGOs through Help Age Sudan.

c) Integrate the elderly into Sana'a's community centre activities (regular social gatherings, health education and adult literacy classes, recruiting elderly to help out with children's day care centre, job placement information network taking account of skills and needs of elderly).

d) Initiate similar community activities in Aden (al-Basateen); funds from a locally negotiated Italian donation have already been earmarked for this.

e) Target income-generating microloans to include young elderly, elderly-headed households and households giving shelter to homeless elderly.

f) Integrate community development, capacity-building and income-generation projects into inter-agency development strategy for poor urban neighbourhoods in Aden (Al-Basateen).

g) Act as a catalyst to mobilize increased international support for development projects in Western Somalia.

EGYPT: ASSISTANCE FOR LIFE?

190. The collapse of the Tsarist and Ottoman Empires in the wake of the First World War led to large-scale population displacements which also affected Egypt. People of many different nationalities, but in particular Russians and Armenians, settled in Cairo and Alexandria during the 1920s and attempted to rebuild their lives. Some succeeded in finding employment and obtaining Egyptian nationality while others have remained stateless. UNHCR has been involved in assisting this caseload ever since the opening of the Cairo office in 1954. The bulk of the support has gone to elderly refugees many of whom found themselves alone and destitute. At one stage UNHCR even contributed funds for the construction of a Russian Old People's Home.

191. By now the Russians have virtually all passed away and the great majority of the 170 persons currently registered by the Office are Armenian. The oldest among them are now in their nineties and will have benefited from UNHCR assistance for some twenty years. What is the rationale for such long term support? There is, first and foremost, a protection factor: as long as these persons remain stateless they cannot be considered integrated, especially as in Egypt the condition of statelessness entails considerable financial disadvantages. Stateless persons have no access to government institutions such as schools, hospitals and retirement homes, they cannot obtain employment in government service and, most importantly, have no access to state pensions. Moreover they are regularly requested to renew their residence permits. Repeated attempts by UNHCR to persuade the Egyptian Government to grant nationality to these long-term residents have so far failed to bear fruit.

192. During its visit to Egypt, the mission met the UNHCR implementing partner CARITAS and visited ten elderly Armenian refugees in private accommodation and old people's homes, as well as the Armenian Archbishop Zaven Chichinian. In addition, a meeting with elderly Somali and Sudanese refugees, much more recent arrivals in Cairo, was held at the CARITAS premises. The following provides more details on the current status of this caseload and its future prospects.

Stateless for Three Generations

193. The Armenian community in Egypt which according to the Archbishop Chichinian once numbered 35,000 persons has dwindled considerably since the 1952 Revolution and now comprises no more than 7-8,000. Of these the stateless are a small minority who missed the opportunity to obtain Egyptian nationality when it would have been legally possible to do so, (before 1952 and during a brief period in the 1970s); it seems that the main disincentive was the high fee demanded. The stateless caseload today can be divided into three generations: the oldest who were born in Turkey and comprise the majority of those assisted by UNHCR, their children who were born in Egypt, and their grandchildren.

The first generation

194. These frail survivors of another era who are now in their 80s and 90s comprise mostly women but there are also some men and married couples. What they share is a considerable lack of extended family support which is due to a variety of factors. Many had lost close family members during the Armenian massacres and their reduced kinship base has had long-term consequences in contributing to their isolation in old age. Many of their children, on the other hand, saw no future for themselves in Egypt and migrated to Australia, Canada and the USA leaving their elderly parents behind. Many left 20 or 30 years ago and in several cases, contact between parents and children has ceased altogether. The large proportion of spinsters among this group is explained by the fact that many of the women never married as they could not find suitable Armenian husbands in Egypt.

195. Those living in private accommodation (often in the upper floors of high buildings!) are barely able to look after themselves and depend on occasional help from friendly neighbours and visits by the CARITAS social worker. There is no doubt that the UNHCR allowance is enabling them to live through their final years with some degree of dignity. The quarterly allowance of some LE.600 (i.e. US$712 per annum) is slightly above the minimum government pension and can be considered modest but adequate in view of the fact most beneficiaries are paying very low rent.

196. UNHCR support is no less vital for those in old people's homes and not only for financial reasons. Residence in retirement homes approved by the Ministry of Social Affairs is normally restricted to Egyptian nationals only and stateless persons only have access thanks to UNHCR sponsorship.

The second generation

197. This group, aged between 55 and 75, is generally in better condition than the first generation. Unlike their parents, they have been spared the trauma of a disrupted childhood and are fully integrated in Egypt where they have spent their entire lives. Some married Egyptian spouses and their children obtained Egyptian nationality. For those with an Egyptian father this was an automatic procedure but those with stateless fathers faced more problems. Some living in poorer neighbourhoods were able to register their children as Egyptian with the help of local midwives while others took advantage of a brief window of opportunity, Law 26 of 1975 ( One) which gave access to Egyptian nationality to all children of mixed couples born after 1964. The law was, however, revoked after only one year.

198. The home visits conducted during the mission showed that certain members of this group have been able to obtain a limited type of pension from their former employers while others failed to do so despite paying pension insurance contributions throughout their working lives. UNHCR support focuses on persons facing chronic health problems such as diabetes who are not eligible for medical treatment under the state system and cannot afford the cost of private treatment.

The third generation

199. Because of the high level of emigration among the young this group is small. Most of those who have remained in Egypt are currently employed and do not benefit from any UNHCR support. Cases where assistance has been required in the past concerned children of parents unable to pay fees for private schools. Only one such case has come to the notice of the mission, the five-year-old daughter of a 50 year-old Armenian father who is disabled and ill with schizophrenia while his Egyptian wife is also mentally disturbed. The family requires regular follow-up by CARITAS social workers and the question of the girl's schooling remains to be settled.

Future Options

200. The enduring support provided by UNHCR to the stateless elderly in Egypt has been vital in helping them to live through their final years with some degree of dignity. The question must be asked, however, how much longer this type of support can continue and what should happen if the Egyptian authorities should accede to UNHCR's request and grant nationality to this group. These issues were raised with the Armenian Archbishop who expressed his profound appreciation for UNHCR's support throughout these years and stated that his church would be prepared to take charge of any new cases from now on. He appealed to UNHCR, however, to continue supporting those persons who are currently on its list while taking account of the fact that their number is likely to decrease rapidly in the next few years as many of them are very advanced in age.

201. The Archbishop also asked for continued UNHCR intervention with the authorities to help the stateless elderly obtain access to retirement homes including any new cases who may not be assisted by the Office. Concerning schooling he pointed out that the Armenian community schools are prepared to waive the school fees of stateless children provided they are of Armenian confession.

202. The Archbishop's request for continued UNHCR assistance to those who are currently receiving annuities while excluding any new cases should be granted for a variety of reasons. Not only do the beneficiaries depend on UNHCR's financial support but the visits by the CARITAS social workers are no less important and provide a veritable lifeline for the neediest and most isolated cases. However, in order to reduce the recurrent costs of the project, UNHCR and CARITAS might wish to investigate the possibility of approaching Armenian charitable foundations to solicit financial support.

203. Altogether, there is a need for CARITAS to go beyond its present approach and become more creative in its case management and the types of support it provides. With respect to the stateless elderly, the options are admittedly limited on account of their advanced age but more could be done for the Sudanese and Somali groups as became evident during a meeting with a dozen elderly from these communities. They do not benefit from any home-visit programme or outreach service nor are there any community support projects. The temporary assignment of an experienced community services officer to advise CARITAS on principles of case management and a wider range of possible counselling initiatives might be very beneficial and further enhance the effectiveness of their staff who show much evidence of dedication and goodwill.

SUDAN: AGEING IN ONE OF AFRICA'S OLDEST CASELOADS

204. Most of the adult Eritrean and Ethiopian refugees in the Sudan have been in the country for up to 20, some even for as long as 30 or 40 years. Many of the elderly among them have spent their entire working lives in exile and are now, due to age and ill health, no longer able to support themselves. Like most Sudanese, they have no access to pensions and for those who do not have an extended family to fall back on or who are responsible for the care of younger dependants, prospects are harsh. They face a life of penury in a country afflicted by economic crisis and rising poverty or, in the case of the Ethiopians, repatriation to a country of origin where they may no longer have contacts.

205. Despite these dire circumstances very little information is available on the number and circumstances of elderly refugees in the Sudan nor has this group been given much attention by UNHCR, whether in the context of its ongoing programmes or its current phase-out strategy. The reason for this must be sought in the widely-held belief that in an African context the elderly are taken care of by the community and thus do not require special attention. In the Sudan, this assumption can no longer be considered entirely valid either for nationals or for refugees and the issue clearly needs to be addressed. The following remarks are based on interviews conducted in Khartoum, Port Sudan and Gedaref as well as visits to the camps of Wad Sherife and Tawawa.

Negative Social Selection in the Camps

206. News of a visitor with interest in the elderly had reached Wad Sherife and Tawawa well in advance and in both camps the mission was greeted by a great throng of older persons who had gathered in the hope of making themselves known. The very limited number who could be interviewed in the time available does not, of course, constitute a representative sample. The overwhelming impression of poverty gained during these brief encounters is corroborated, however, by the findings of the recent household food security study undertaken in the Sudanese camps by SCF/UK on behalf of UNHCR and WFP.

207. The study found a "very unusual population structure" dominated by "the elderly, the infirm, the weak and the poor" and noted the prevalence of households headed by "the widows, the divorced and the abandoned". This situation came about as a result of the negative social selection process characteristic of many camps and collective centres: those refugees with the ability, initiative, connections and material means to leave the camps do so whenever they can, while those least able to fend for themselves remain. The inevitable outcome is open-ended and increasing dependency; indeed, "many of the refugee camps in Eastern Sudan the reception and wage-based camps in particular- hardly have any economy at all". The sale of their food rations was found to be the only source of income for the very poor, estimated at some 15-20% of the total population, while those classified as "poor", another 35-50%, are hardly better off. Following the recommendations of the report it has since been decided to increase cereal rations in the reception and wage-based camps.

208. It comes as no surprise to find that the "very poor" category identified in the report comprises principally "female-headed households and the elderly, unable to work and with little family support". Judging by the interviews conducted in the camps during the mission, the neediest among these are likely to be elderly-headed households such as those where a younger wage earner has departed or passed away, or those where the wage earner him or herself is no longer able to work due to illness and old age. What is most important to realise here is that such tragic situations afflicting individual families have all developed in the years since the refugees entered the camps. Indeed the entire category of the "very poor" are a product of life in exile: the children of the poor female-headed households were all born in the camps and that is where the elderly grew old and lost their ability to work. This shows that population patterns resulting from negative social selection are accentuated over time as the number of persons in need increases and the impoverishment of the community as a whole worsens.

209. In view of these dire conditions it was all the more regrettable to find how little information is actually available on the quality of life and the socio-economic conditions faced by the refugees in the camps. Many of the elderly appeared to be in a state of distress, had poor quality walking aids and were dissatisfied with their food but their actual condition appears never to have been surveyed in any detail. One cannot escape the impression that the negative social trends in the camps developed largely unnoticed over the years until they were finally documented in the recent SCF/UK study. The reason for this must be found first and foremost in the lack of a community services structure in the camps which could have helped UNHCR to come to a better understanding of the situation and to identify the types of problems and difficulties faced by individual families. The Camp Profiles and Field Monitoring Reports in their current format are woefully inadequate for this purpose as they focus only on quantitative technical information and make no reference to social indicators of any kind. Similarly, the home visitors employed by the Office of the Commissioner for Refugees (COR) in the camps focus only on the collection of health related data and are not trained to observe or report on social problems.

210. Greater attention to community services in the camps is now foreseen with the recent identification of a post in Showak. This should be used as an opportunity to change the reporting format for the camp monitors so as to include information on employment patterns, family composition, births, marriages and deaths and the identification and follow-up of vulnerable individuals. Field monitors and camp home visitors should be trained to look out for such information and provide reports accordingly.13 The resulting information should help in decision-making concerning the future assistance policy towards this caseload which is certainly far from having reached the point of self-reliance. It may also provide valuable data to prepare for the eventual repatriation of these refugees once negotiations with Eritrea progress again. Last but not least such data may provide more insight into the processes of negative social change which have brought this refugee caseload, despite decades of assistance, back to a quasi-emergency state of impoverishment and deprivation. There are surely lessons to be learnt here which go far beyond the purview of this report.

The Urban Elderly: a piecemeal approach?

211. The lack of a community services policy concerning the elderly was also perceptible with respect to the urban caseload. While monthly assistance and some medical support is provided to 140 particularly vulnerable individuals living in Khartoum, Gedaref and Port Sudan, the elderly are, unlike women and children, not targeted for any special community services activities. Moreover, the monthly payments (some. US$ 5-6 per month) are far below basic needs and there appears to be a lack of follow up to ascertain whether basic needs are actually covered. This applies particularly to the Refugee Counselling Service in Khartoum; outreach services in Port Sudan appear to be more consistent and the sums awarded to individuals less indiscriminate.

212. Home visits undertaken during the mission showed that while some unaccompanied elderly had found permanent refuge and support with foster families, others were semi-vagrants, moving from one kind of temporary accommodation to another while others were forced to rely on begging to survive. As so often, elderly-headed households, though few in number, appeared to be in particular need and there would seem to be justification to award them a substantially higher level of financial support. The impression was also gained that the poorest of the single elderly, often men, are the least likely to ask for help and instead live a twilight existence in the margins of society. Many a blind beggar in the souks of Gedaref or Port Sudan might in fact be a refugee.

213. In these circumstances, the approach currently adopted, i.e. handovers of minimal sums of money, can hardly be considered adequate. There is a need for a more creative strategy involving a number of different measures, including a better needs assessment, better outreach and home visiting services, income-generation projects targeted at older persons and elderly-headed households which aim at strengthening a community's ability to look after its older or vulnerable members; last but not least such a strategy must provide for the deliberate inclusion of the elderly in current community services projects such as those managed by the Ockenden Venture in Port Sudan.

214. While the adoption of a new approach may sound desirable in principle, it is likely to be perceived as contrary to the overall UNHCR policy for the Sudan which aims at a scaling down operations and discouraging any new investments or initiatives which might act as a disincentive to voluntary repatriation. Moreover, the difficulty of co-operating with the local government implementing partner calls for utmost restraint in the planning of any new approaches.

215. It is a fact, however, that the urban elderly in the Sudan do represent a humanitarian problem which needs to be addressed, now perhaps more than at any other time. The most destitute group of older persons encountered during the mission were those of Gedaref; yet the UNHCR Office there is due for closure as part of the scaling-down process. Altogether, UNHCR plans to phase out assistance for Ethiopian urban refugees in connection with the cut-off date for repatriation; yet, it is clear that a certain number of the elderly among them do not wish to repatriate because they have lost all links with their home country. What is the future of these people? And, indeed, what is in store for those unaccompanied elderly who do decide to return?

Local integration versus voluntary repatriation

216. As part of its preparations for the final phase of repatriation to Ethiopia, the UNHCR office in Khartoum is currently drawing up plans for the screening, registration and transportation of Extremely Vulnerable Individuals, including, of course, the old elderly. However, the relevant document stresses that collating information on such cases can only be meaningful if "it is used on the other side of the border during the reintegration phase" (Qasem 1997, p.2). Discussions with staff members in Khartoum showed that this cannot be guaranteed. Resources in Ethiopia are very limited and it was stated that there are at present no structures of any kind in place that could provide for the reception and rehabilitation of helpless and destitute persons. This means that family tracing is of even greater importance to ensure satisfactory reception arrangements for the unaccompanied elderly. Here too, however, prospects do not seem to be too encouraging. Tracing requests transmitted so far from SO Port Sudan to RLO Addis (via BO Khartoum) have met with no response, presumably because the information provided by the refugees is often vague and out of date.

217. In these circumstances, the worries expressed by many of the elderly encountered during the mission, about their having nothing and no-one to return to in their home country, appear to be quite justified. It is at any rate highly likely that there will be a residual caseload of elderly urban refugees remaining in the Sudan after the end of the Ethiopian repatriation; the same will apply to the Eritrean repatriation once it becomes feasible. UNHCR must, as of now, take account of the question how to deal with this caseload in the context of its phase-out plan. The draft document UNHCR Sudan Phase Out Strategy makes no mention of vulnerable groups but merely states that refugees who do not want to repatriate will be subject to individual status determination and that "assistance will be stopped for those who are screened out". This approach is unassailable from a legal point of view but consideration must be given to its de facto implications for hitherto assisted vulnerable ICs such as the elderly who will almost certainly not qualify for continued refugee status under the determination procedure. In view of their age, none of them are likely to be under any kind of threat in their country of origin while those who arrived in the Sudan decades ago as migrant labourers and have been considered prima facie refugees will be screened out in any case.14

218. A responsible and humane phase-out plan should provide for arrangements to ensure that vulnerable remainees, whether screened in or out under the determination procedure, will benefit from some kind of support network once UNHCR assistance is no longer available. For the elderly, the likelihood that they will not qualify for refugee status may actually be an advantage as it may provide UNHCR with a welcome justification to escape from the straightjacket of COR and seek the involvement of a wider range of government interlocutors.

Innovative local approaches do exist

219. Exploratory meetings to identify potential sources of support for elderly refugees and remainees were held with the Humanitarian Aid Commission (Dr El-Obied, Commissioner General), the Sudanese Red Crescent (Mr. Mustafa Omar, Head of Development and Ms.Najat Malik, Co-ordinator for the Elderly), Help Age Sudan (H.A.Husein) and leading members of SSCOP (Sudanese Society for the Care of Older People). The discussions showed that options do exist, largely thanks to the fact that the need for better geriatric care, until very recently a non-issue in the Sudan, is now beginning to be taken seriously in government quarters and NGOs. Help Age and the Sudanese Red Crescent have developed a sophisticated project for elderly displaced in a suburb of Khartoum, covering health, income-generation, social activities and fund raising, while SSCOP is hoping to develop day centres for the elderly, a volunteer-staffed outreach service as well as clinics where specialised support for the elderly is provided by volunteer doctors. It is certainly worth investigating whether, by providing temporary support for such activities, UNHCR can ensure that elderly refugees and remainees will be able to benefit from them in the future.

220. According to the Humanitarian Aid Commissioner General Dr El-Obied it is also worth engaging in a closer dialogue with provincial departments of the Ministry of Social Planning. At central level, the Ministry has neither the funding nor the strategy to deal with the needs of the elderly but at local government level more resources may be available. Gedaref in particular was singled out as a rich state while in Kassala the Ministry is actually providing funding for a small old people's home for men which also accommodates refugees. Local departments of the Ministry might also be approached with a request to make zakat funding available for poor and homeless elderly.

221. What is required before all else, however, is a needs assessment survey to obtain a clearer understanding of the number and circumstances of the caseload involved. It would be unwise for UNHCR to engage in this directly as this would only result in creating expectations; however, such a survey could be undertaken on behalf of the Office by a competent third party. The survey should actively attempt to seek out the poorest of the poor and, in the process, ascertain the number of refugees among the beggars in the major cities of Eastern Sudan.15

Allowances do not cover basic needs

222. In the meanwhile, there is the question of the limited level of financial support provided for the urban elderly, an average of US$5 per person per month, amounting to a total of US$8400 per year for the entire caseload. When the symbolic nature of these payments was queried it was repeatedly stated that funds are limited, the Sudan programme is being cut back and that even further economies under all budget items will be required in the near future. Considering the extremely poor conditions faced by all the urban refugees assisted by UNHCR in the Sudan, the point must be made most emphatically that any further cuts in the country programme should avoid items of expenditure which go directly to the benefit of refugees and instead target the 80% of the country budget consumed by programme support measures including the needs of COR. If anything, allowances for refugees should be increased, not reduced.

223. A last option must be considered. What if UNHCR stopped providing support for any remaining urban elderly after the repatriation deadline and without securing any alternative support? No one would immediately starve; but there would be more begging, the poor nutritional status of the elderly would further deteriorate, illness would be even more prevalent and life expectancy further shortened, with concomitant mental suffering. The decision-making on this issue ultimately depends on the degree of misery that a humanitarian agency and its donors consider acceptable as a price to pay for its disengagement.

Summary of recommendations specific to Sudan

Refugees in Camps

  • establish community services structure in the camps to monitor quality of life, social problems and needs of vulnerable groups;
  • revise field monitoring report format to include social indicators
  • train field monitors and home visitors in observing and reporting on social indicators;
  • ensure all elderly in need are given access to supplementary feeding; and
  • engage refugee craftsmen in the production of good quality walking aids (sticks, crutches etc.) for the elderly.

Urban Caseload

  • conduct a needs assessment of vulnerable cases;
  • target income-generation microloans to include young elderly, elderly-headed households, and households giving shelter to homeless elderly;
  • integrate elderly actively in Port Sudan community development projects;
  • ensure Kassala-based ophthalmic programme run by Help Age also covers Port Sudan (funds in principle available with Help Age);
  • provide one-time support to Kassala Old People's Home through the provision of decommissioned vehicle;
  • ensure destitute cases in Gedaref receive continued support after closure of the UNHCR office there;
  • encourage the Red Crescent Society in Khartoum to improve case management, outreach service and home visiting programmes and to be more discriminating in fixing levels of monthly support payments;
  • avoid any further reduction in LS/400 project pending repatriation of beneficiaries; and
  • liaise with NGOs and competent government departments to prepare alternative avenues of support for unaccompanied elderly and other vulnerable refugees who are unwilling or unable to repatriate.

In Country of Origin

  • trace relatives of vulnerable cases to help in reintegration; and
  • provide support mechanism for EVI returnees, including elderly-headed households.

ARMENIA: A COMPREHENSIVE STRATEGY BASED ON EFFECTIVE PARTNERSHIPS16

224. Over the past eight years 335,750 refugees have been registered by the State Department for Refugees, all ethnic Armenians and the vast majority coming from Azerbaijan. The harsh economic situation in Armenia has forced a considerable number of male refugees to move abroad in search of employment and leave behind women, children, elderly and vulnerable refugees. The Ministry of Social Security has revised the figures, now being 218.956 registered refugees (1/3/1997), of whom some 40 % male, and 60 % female. Forty percent of the total refugee population lives in Yerevan in temporary dwellings, such as student dormitories, hostels, and even a former prison. In many places refugees share the communal buildings with internally displaced persons; victims from the earthquake and persons severely affected by the economic crisis. The other refugees are scattered throughout the country in whatever building was found available to host the large influx, with the largest concentration in abandoned Azeri villages close to the border with Turkey and Azerbaijan. Refugees can obtain Armenian citizenship if they have a permanent propiska (residence permit). However, although refugees can easily obtain a temporary propiska, it is impossible for most of them to get a permanent one, since they cannot fulfil one of the criteria; having permanent housing.

Apalling conditions for older persons in Yerevan

225. According to the Ministry of Social Security, thirty percent (65,691) of the total refugee population are older refugees (above 65), of whom 55 % are female and 45 % male. Elderly -refugees and non-refugees- are entitled to pension, the pension age for women being 60 and for men 65. Pensions range from 2200 to 4800 Dram (some US $4 to $8) per month. The pensions are paid irregularly. While in socialist times pensions were sufficient to cover expenses, the costs of housing, medical services etc. being supported by the Government, they now are not sufficient to ensure survival. Many refugees live in extreme poverty, under very minimal living-, hygienic, health, and nutritional conditions. Health care is no longer free and thus not accessible for many older people. Those refugees who do not get family support either in Armenia or from abroad have immense difficulties surviving, and can only do so through external assistance. Most buildings where refugees are housed, are in deplorable condition. Wooden floors, window-frames and handrails were demolished for use as firewood, during the very harsh past years where there were acute shortages of fuel and electricity. Only very slowly are living conditions improving.

226. Traditionally an Armenian household consists of three or four generations under one roof, older persons having a respected place in the family. With the economic downfall the traditional values of care and respect for the elderly declined, where caretakers -relatives or neighbours- were not even able to support themselves, leaving many elderly uncared for. Major needs of older people are basic material needs; proper housing, income, food, clothes, fuel, medical care. However, as important is their need to have a sense of belonging to a caring community and to regain a valued role in the community.

UNHCR joins forces with the line ministry

227. UNHCR Armenia has been looking extensively for ways to respond to the often bitter needs of older refugees. The Ministry of Social Security has, together with UNHCR, compiled a list of some 3000 single extremely vulnerable older persons in Yerevan, either living in elderly homes or on their own, of whom some 30 % are refugees. An ambitious comprehensive project proposal was issued April 1997 by the Ministry of Social Security and the Centre for Democracy and Human Rights, in cooperation with UNHCR, to assist these most vulnerable single elderly in Yerevan. The proposal resulted from extensive discussions between the Ministry of Social Security, UNHCR, Mission Armenia, a local NGO taking care of single older sick and bed ridden persons in Yerevan, the Armenian Red Cross, providing home care for older persons both in and outside Yerevan, and the Yerevan State Medical University.

228. The project involves: coordination between the government and the organizations taking care of older persons; public awareness raising on the needs of older people; strengthening of home care; upgrading of medical care in elderly homes, as well as setting up a medical ward for elderly patients in an existing hospital; management and administration capacity building of existing elderly homes; free legal services to older persons; setting up of an emergency telephone line in each elderly home for medical assistance/ psychological counselling; capacity building of services providers through training; involvement of volunteer workers (medical students in social and basic health services).

Wideranging and innovative approaches by NGOs

229. In Nork, a quarter in Yerevan, some 800 people, refugees, IDPs from the earthquake affected area and other victims from the economic crisis, live together in two former student dormitories. The majority of the inhabitants are women, children and older persons. With UNHCR's support a community centre has been build in the basement of the dormitories, by CCMI (Christian Cultural Ministries International). The centre is a meeting point for the inhabitants. Each floor of the two buildings has chosen a representative. The representatives meet to discuss problems and solutions. From amongst the inhabitants people were identified with specific skills (technicians, medical professionals, teachers). A variety of courses are given to children and adults by teachers-inhabitants. The community started to care for each other and to take better care of the building they live in. This initiative reinforced traditional community caring and sharing, and community responsibility. A similar process has been started by CCMI in a former prison hosting refugees.

230. Mission Armenia takes care of single older sick and bed ridden persons who live in Yerevan. A team of professional workers visits the most vulnerable elderly at their home, they provide free drugs and food. The workers provide basic medical services as well as any other services needed; washing the person, cleaning the house, cooking, shopping, doing the laundry. Some of their clients are also supported by neighbours. Mission Armenia is funded by UNHCR and SCF USA.

231. A very innovative plan may be implemented by UMCOR (United Methodist Committee on Relief). The plan is to combine care for older people with care for orphans who have to leave the orphanages when reaching the age of 18, without at all being prepared to live on their own. UMCOR plans to bring orphans and single older persons who have no family support, together to live in a communal place, with a paid middle generation of parents. The commune would have agricultural and other self-supporting activities. A location has already been identified in Keramavan with the assistance and approval of the Ministry of Social Security.

Lessons learnt from Armenian response to needs of older refugees

232. Armenia has focused on improving the life of the most vulnerable older persons. Many of this group's needs have been targeted through responses varying from medical care to legal assistance, from institutionalized care to home care. Experience which could be of use to other offices are to be found in the fields of community development, coordination of care, emphasis on training and capacity building, awareness of legal needs, involvement of volunteers and programme emphasis on home care.

233. A major constraint for the implementation and expansion of care programmes for older persons is the lack of sufficient funds. Although organizations like Mission Armenia have proven indispensable and the professional care they provide should be continued, the concept of volunteer work should be further developed, involving neighbours (or others interested) in basic care, rewarding them through training in minor health care or other incentives (e.g. incidental sharing in food distribution). Volunteers could be added to the professional workers, improving the quality of life of older individuals and at the same time enabling the professional workers to raise their caseload.

234. Although care for the elderly is of major importance, more attention could be given to older persons as a resource. The community should make use of the skills and experience of older persons. They could be involved in teaching, maintenance of buildings, negotiations with government authorities and agencies, child care, passers/preservers of culture (songs, stories, dances, history). One could also explore the possibilities of a support network of older persons, not only for older persons. Also, where feasible, older persons could be included in income generating activities.

235. Finally, more emphasis could be put onto community development. Only minimal resources are required to encourage community organization, participation, and caring. The initiatives of CCMI in communal centres where refugees and others live in large groups, could be expanded to other communal centres throughout the country. A communal centre would enable a skilled community worker to work quickly and efficiently towards community development and participation. Moreover, where there are no communal centres, and where refugees live scattered throughout a town or neighbourhood, neighbours or members of the community could be supported and trained to again take care of each other. Existing resources within a community, persons with specific skills and experience, should be identified and mobilized.

SOURCES CONSULTED

A. Balaband, Welfare in the Republic of Croatia Accent on Care for the Elderly, Ministry of Labour and Welfare, Zagreb 1996

European Centre for Social Welfare Policy and Research, Welfare in a Civil Society, Report for the Conference of European Ministers of Social Affairs, Bratislava 28 June 2 July, 1993

V. Folnegovic-Smalc et al., Psychotrauma Related to War and Exile as a Risk Factor for the Development of Dementia of Alzheimer Type in Refugees, Croatian Medical Journal 38(3), 1997

M. Havelka et al., Psychological Reactions to War Stresses among Elderly Displaced Persons in Croatia, Croatian Medical Journal 36(4), 1995

Help Age International, Carton Barona Integrated Social Development Project, Khartoum Sudan, London 1997 (a)

Help Age International (with the London School of Hygiene and Tropical Medicine), Assessing the Nutritional Vulnerability of Older People in Developing Countries, London 1997 (b)

B. Hughes, Older People and Community Care Critical Theory and Practice, Buckingham 1995

S. Lang et al., "Save Lives" Operation in Liberated Parts of Croatia in 1995: an Emergency Public Health Action to Assist Abandoned Elderly Population, Croatian Medical Journal 38(3), 1997

B. J. Mizek, Report on Special Needs for Repatriation Status of Elderly and Disabled Refugees, Bratislava 1996

S. Olivier, Study of Older Refugees Issues, Needs and Capabilities, PTSS, Geneva 1997

D. Petrovic, Elderly Refugees in Yugoslavia, Belgrade October 1997

M. Qassem, Minutes of Meeting about Vulnerable Groups during Repatriation, UNHCR BO Khartoum 15/9/97

SCF-UK, Household Food Economy Assessment of Eritrean & Ethiopian Refugees in Eastern Sudan, Nairobi 1997 (draft)

G. de Sagarra and D. Tolfree, Joint Evaluation of the Agreement between Rädda Barnen and UNHCR, Geneva-Stockholm 1995

I. Smillie, Service Delivery or Civil Society? Non-Governmental Organisations in Bosnia and Herzegovina, Care Canada, Sarajevo December 1996

K. Subbarao et al., Safety Net Programmes and Poverty Reduction, Lessons from Cross-Country Experience, World Bank, Washington 1997

UNDP, Poverty Alleviation and Employment Generation Programme, Programme Components III and IV , Sana'a 1997 (draft)

UNHCR Community Services Information Kit, Geneva 1996

UNHCR Inspection and Evaluation Service, Review of UNHCR's Phase Out Strategies: Case Studies in Selected Countries of Origin, Geneva 1997

UNHCR Inspection and Evaluation Service, A Review of Capacity Building in Central and Eastern Europe, Geneva 1997

UNHCR Resettlement Guidelines, Geneva

UNHCR, Repatriation and Reintegration: the Role of Community Services, October 1997 (draft)

UNHCR, Self-reliance, Employment and Microfinance Assistance, Geneva 1997 (draft)

UNHCR Sudan Phase Out Strategy, Khartoum 21/8/97 (draft)

WHO, Health and Social Situation of Elderly People in Sarajevo, Sarajevo-Geneva 1996

WHO, Report of the Seminar on Multidisciplinary Aspects of Ageing, Sarajevo 25-29 November 1996, Copenhagen 1997 (draft)

World Bank, Bosnia and Herzegovina From Recovery to Sustainable Growth, World Bank Country Study, Washington 1997

CASE STUDIES


1 High Commissioner's speech on the International Day of Older Persons (3/10/97).

2 A no less distressing variant, also witnessed in several countries, concerns elderly mothers in charge of dependent handicapped children who are themselves by now in their middle age. Having been forcibly displaced they can find enormous difficulties in securing adequate shelter.

3 Ageism, defined as a matrix of stereotypical and generally negative beliefs and attitudes concerning old age can lead to "social and economic policies which discriminate against older people as a group in the allocation of resources of all kinds" (Hughes 1995, p.43).

4 Speech given when launching a fund for holocaust survivors (The Independent, 3/12/97).

5 As reported by the UNHCR Offices in Vladikavkaz and Stavropol.

6 Pogrom (1997) reports the murder of an elderly Yazidi couple who were the sole remainees in a village in Eastern Turkey.

7 Personal communication from CARE Canada (Sarajevo).

8 Speech on the International Day of Older Persons, 3/10/97.

9 An example is the Elderly Care Village concept developed by IFRC in Croatia as alternative to the traditional hotel type homes for the elderly.

10 Personal communication from WFP staff in Rome and Khartoum.

11 To qualify for compensation, losses in Chechnya have to have been incurred in the period between 12/12/94 and 23/11/96; it would appear that this limits the number of claimants considerably.

12 Since the mission was undertaken BO Sana'a has began talks with the French NGO Generation Triangle about a new community development and income-generation project with the specific aim to provide opportunities also for older refugees.

13 According to BO Khartoum this is now being introduced: camp monitoring tools will include socio-economic indicators and UNHCR and implementing partner staff will be trained in community services issues.

14 The phase out document is being revised in early 1998 and the situation of vulnerable groups will be taken into account.

15 A survey of this kind is now being planned; BO Khartoum is currently negotiating a research project with a local university and COR to collect data on the refugees likely to remain in Sudan so that a plan of action can be drawn up; special attention will be paid to the elderly and other vulnerable groups.

16 extract from PTSS Mission Report 97/30/N; Older Urban Refugees: Their Needs and UNHCR's Response in Armenia, Community Services Assessment Mission Report, 23 to 28 July 1997, Wies van Bemmel.

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Health crisis in South Sudan

There are roughly 105,000 refugees in South Sudan's Maban County. Many are at serious health risk. UNHCR and its partners are working vigorously to prevent and contain the outbreak of malaria and several water-borne diseases.

Most of the refugees, especially children and the elderly, arrived at the camps in a weakened condition. The on-going rains tend to make things worse, as puddles become incubation areas for malaria-bearing mosquitoes. Moderately malnourished children and elderly can easily become severely malnourished if they catch so much as a cold.

The problems are hardest felt in Maban County's Yusuf Batil camp, where as many as 15 per cent of the children under 5 are severely malnourished.

UNHCR and its partners are doing everything possible to prevent and combat illness. In Yusuf Batil camp, 200 community health workers go from home to home looking educating refugees about basic hygene such as hand washing and identifying ill people as they go. Such nutritional foods as Plumpy'nut are being supplied to children who need them. A hospital dedicated to the treatment of cholera has been established. Mosquito nets have been distributed throughout the camps in order to prevent malaria.

Health crisis in South Sudan

Assessing Refugee Needs in Brazil

UNHCR staff have been visiting and talking to urban refugees around Brazil to assess their protection needs of refugees and other people of concern. The refugee agency, working with local partners, carries out a three-week Participatory Assessment every year. UNHCR uses an age, gender and diversity approach during the exercise. This means also talking to minority and vulnerable groups, including women, older people, those living with disability and more. The findings allow UNHCR to develop an appropriate protection response. This year's exercise was conducted in five cities - São Paulo, Rio de Janeiro, Brasília, Rio Grande de Sul and Manaus. Refugees taking part said the assessment allowed them to share views, problems and solutions with UNHCR and others. Various stakeholders, including government officials, aid workers and academics, also participated.

Assessing Refugee Needs in Brazil

Galkayo: Vulnerable in a volatile land

Galkayo, located in Somalia's Puntland region, is home to more than 60,000 displaced people who fled war-torn south-central Somalia and harsh drought conditions in many parts of the country.

The displaced people are scattered around 21 makeshift settlements in Galkayo. Multiple families often share small, rudimentary shelters made of cardboard and plastic sheets. Despite overcrowding and extreme poverty, it is not uncommon for families to take in abandoned children and elderly people who are on their own.

Squalid conditions and lack of proper health care mean that simple ailments can easily develop into complications. There is little employment in Galkayo and most displaced people find informal day labour, such as collecting garbage or washing clothes for the locals.

UNHCR provides basic assistance to Galkayo's displaced people through vocational training and income generation programs meant to improve their livelihoods. The refugee agency also provides temporary shelter and emergency relief items for vulnerable families.

Galkayo: Vulnerable in a volatile land

South Sudan: Bringing Aid to MalakalPlay video

South Sudan: Bringing Aid to Malakal

UNHCR and its partners have been able to start handing out aid items to thousands of people in the South Sudan town of Malakal, where insecurity and widespread looting had prevented distribution. There are many women, children and older people among the displaced.
Lebanon: Turning 100Play video

Lebanon: Turning 100

Syrian refugee Halloum will mark her 100th birthday this year. There's not much to celebrate in exile, as war continues to tear apart her homeland. She looks back on her life in happier times and as a refugee in Lebanon and tells of the challenges facing older people in exile.
South Sudan: Helping the Most VulnerablePlay video

South Sudan: Helping the Most Vulnerable

UNHCR comes to the assistance of older, disabled and sickly Sudanese refugees arriving in Yusuf Batil Camp.