Asian Forum for Solidarity Economy
Manila (Philippines)
October 17-20, 2007
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Documents
Social Performance Indicators initiative (SPI) - Questionnaire for MicroFinance Institutions (MFIs) v2.1 CERISE (Comité d’Echanges, de Réflexion et d’Information sur les Systèmes d’Epargne-crédit), FINSOL (l'atelier Finance solidaire du PSES) , 1 June 2005 This questionnaire on social performance is meant to bring additional information to financial assessments and to give a wider vision of MFIs performances. Operational Guide to the SPI Questionnaire CERISE (Comité d’Echanges, de Réflexion et d’Information sur les Systèmes d’Epargne-crédit), FINSOL (l'atelier Finance solidaire du PSES) , 1 June 2005 The operational guide is designed as a companion manual to help MFIs and external reviewers wanting to complete the Social Performance Indicators initiative (SPI) questionnaire. Solidarity Finance Renée Chao Beroff, Antonin Prébois , 1 November 2001 This Proposal Paper is a summary of the work by the Solidarity Finance Workshop.
Results of Field Testing for the SPI-2 Initiative CERISE (Comité d’Echanges, de Réflexion et d’Information sur les Systèmes d’Epargne-crédit), FINSOL (l'atelier Finance solidaire du PSES) , 1 June 2005 Presentation of the results of the field testing carried out for the second phase of the Social Performance Indicators initiative (SPI-2). The Social Performance of ASHI: a Participatory Assessment Mila M. Bunker (ASHI), Ben Quiñones (CSR SME Asia) , 5 February 2005 The SPI (Social Performance Indicators) initiative, now on its second phase, is testing the auditing tool developed in the first phase with selected MFIs in various parts of the world. The objectives of SPI Steering Committee in conducting this test are to check the accessibility, availability and reliability of the information provided, to define the questions precisely and to test the capacity of the tool to distinguish between different types of MFIs and different approaches to clients, in terms of social performances. One of those selected for an in-depth test of the social performance audit tool is Ahon Sa Hirap, Inc. (ASHI). ASHI engaged an external reviewer to administer the social performance audit. In the process, the external reviewer suggested adopting a participatory approach by involving the clients of ASHI in the external review. This report intends to describe this participatory approach to social performance assessment and to present the results of the experiment. Social Performance Indicators Reynaldo Marconi (Asociación de Instituciones Financieras para el Desarrollo Rural (FINRURAL) ) , 11 December 2002 The experience and viewpoints of the Asociación de Instituciones Financieras para el Desarrollo Rural (FINRURAL) in evaluating the impact of microfinance, with the aim of encouraging broader reflection on this issue. VARI method for assessing community projects (Banca Etica ) , 1 August 2002 A socio-environmental assessment questionnaire (VARI: Valori Requisiti Indicatori) developed and used by Banca Etica in assessing social enterprises. (Text available in French only.) Solidarity-based Microfinance and Social Links Reynald O. Walter (Red de Instituciones de Microfinanzas de Guatemala (REDIMIF)) , 1 July 2002 Preparatory contribution to the "Finance of solidarity and social links" workshop, Dourdan, (France), July 2002. (Text available in Castilian only.) Removal of limits applied to amounts relating to the preservation of social ties Paul Kampakol , 1 July 2002 Preparatory contribution to the "Finance of solidarity and social links" workshop, Dourdan, July 2002. (Text available in French and English only.) Solidarity Finance and social links: a reaction to the distributed working documents Charlot Razaaharivelo , 1 July 2002 The author's reaction to the documents from the Social Links and Social Capital Workshop, July 2002, Paris, based on empirical observation in South-Western Madagascar where his MFI, Vola Mahasoa (VM), operates, and taking into account his management training. (Text available in French only.) Social Finance and the Poor Riza Primahendra , 1 July 2002 Preparatory contribution to the "Finance of solidarity and social links" workshop, Dourdan, (France), July 2002. CONSORZIO ETIMOS - Microfinance in the South of the World Marco Santori , 1 July 2002 Presentation of the CONSORZIO ETMIOS. Preparatory contribution to the "Finance of solidarity and social links" workshop, Dourdan, July 2002. (Text available in French and English only.) Community Networking and Solidarity Dr. Elizabeth (Bina) Thomas , 30 June 2002 A case study of the Bodhigram- Disha Kendra Microfinance Programme. Contribution to the "Finance of solidarity and social links" workshop, Dourdan, (France), July 2002. (Text available in English only.) Microcredit in the North: Reaching Maturity? Benoît Granger , 15 June 2002 Preparatory contribution for the Solidarity Finance and Social Links Workshop in Dourdan, France, July 2002. (Text available in French only.) Finance of solidarity and social links: MUFFA CAMEROUN Alice Tchepannou , 1 June 2002 Presentation of the MUFFA CAMEROUN, a financial mutuality for African women. Contribution to the "Finance of solidarity and social links" workshop, Dourdan, July 2002. (Text available in French and English only.) Case studies on "Microfinance and Social Ties": saving and credit associations, Albania - The impact of historical experiences. Ruth Egger (Intercooperation) , 14 May 2002 Contribution to the Dourdan meeting between 2nd and 5th July 2002 ("Finance of solidarity and social links" workshop). « Microfinance and social ties » case studies: comparative analysis of MYRADA and SEWA Teresa Cerveau , 23 April 2002 Examples of NGOs in India. Comparative analysis of the functioning and constitution of the Indian NGOs: MYRADA and SEWA. A framework for regulating microfinance institutions: The experience of Ghana and of the Philippines Joselito Gallardo , 16 January 2002 World Bank, Financial Sector Development Department (October 2001) – Reflection on the microfinance regulation framework. Presentation of Banca Etica Francesco Bicciato, Laura Foschi (Fondazione Choros, Banca Popolare Etica) , 1 June 2000 An introduction to Banca Etica, the first alternative bank in Italy, constituted as a bank framework in May 98 and operational in February 99. (Text available in English only).
Presentation of the Social Performance Indicators Initiative Ben Quiñones (CSRSME Asia, Philippines) , 19 November 2005 Presentation given at the Toubab Dialaw meeting, 19 November 2005, by Cécile Lapenu from the Solidarity Finance Workshop. Measuring social performance of micro-finance institutions Cécile Lapenu (CERISE) , 24 October 2005 Concept paper written for the WSSE Dakar, Senegal meeting (Nov 19-21, 2005). Appendices and References for the SPI-2 Initiative CERISE (Comité d’Echanges, de Réflexion et d’Information sur les Systèmes d’Epargne-crédit), FINSOL (l'atelier Finance solidaire du PSES) , 1 June 2005 A collection of appendices and references relevant to the second phase of the Social Performance Indicators initiative (SPI-2). Final Report - Main Findings of Phase 2 if the SPI Initiative CERISE (Comité d’Echanges, de Réflexion et d’Information sur les Systèmes d’Epargne-crédit), FINSOL (l'atelier Finance solidaire du PSES) , 1 June 2005 The final report compiles findings of the second phase of the Social Performance Indicators initiative (SPI-2). In this second phase, supported by the Swiss Development Cooperation (SDC) and the Fondation Charles Léopold Mayer pour le progrès de l'Homme (FPH), the questionnaire was tested with Microfinance Institutions (MFIs) in order to finalize the auditing tool. The objectives were to check the accessibility, availability and reliability of the information provided, to define the questions precisely and to test the capacity of the tool to distinguish between different types of MFIs and different approaches to clients, in terms of social performance. Creating networks of solidarity finance organisations to strengthen the social/solidarity economy Yvon Poirier, RIPESS et Viviane Vandemeulebroucke, Inaise , 28 January 2005 Synthesis of the seminar of the same name, co-organized by Inaise, the RIPESS, and the Workgroup on Solidarity SocioEconomy (WSSE),during the World Social Forum 2005. (Text available in French only - also on www.ripess.org). Social Performance: the raison d’être of Microfinance Institutions that remains under-assessed. A look at some initiatives. Renée Chao-Béroff (CIDR (Centre International de Développement et de Recherche)), Martin Greeley (Institute of Development Studies, University of Sussex), Cécile Lapenu (CERISE (Comité d’Echanges, de Réflexion et d’Information sur les Systèmes d’Epargne-crédit)), Koenraad Verhagen (Fondation Argidius), Manfred Zeller (University of Goettingen, Institute of Rural Development) , 1 June 2004 A text that looks at the issue of the social performance of Microfinance Institutions (MFIs) and how it is assessed. (Text available in French only.) Social Capital in Finance of Solidarity Sunimal Fernando, Ben Quiñones , 2 December 2003 Preparatory document for a debate on solidarity finance indicators (WSSE Solidarity Finance Workshop). Why is a world solidarity financial system necessary? Ben Quiñones (CSR SME Asia/ WSSE - FinSol Workgroup) , 24 January 2003 Presentation at the Solidarity Finance Workshop, World Social Forum III - Porto Alegre 24/01/03 by Ben Quiñones. WSF III: Workshops and seminar on Solidarity Finance. Why not take a decisive step forward toward a global system of social finance? texte collectif , 24 January 2003 Text of the invitation to participate in the Solidarity Finance workshops and seminars at the III World Social Forum (Brazil, 23/28 January 2003). International Finance and Solidarity: Towards a global banking network of solidarity Henri Rouillé d'Orfeuil , 1 August 2002 Presentation of the concept of a global social finance network. Social Capital Debate texte collectif de débat , 5 July 2002 Transcription of the debate that followed Jean-Pierre Worms's contribution on Social Capital with all the partipants of the Dourdan workshop on "Finance of Solidarity and Social Links", July 2002. JP Worms' Contribution on Social Capital Jean-Pierre Worms , 5 July 2002 Transcription of the contribution of Jean-Pierre Worms to the "Finance of solidarity and social links" workshop on Social Capital and Finance of Solidarity, organised in Dourdan, France, from July 2 to 5, 2002. The Risks of Social Capital Sunimal Fernando (INASIA) , 1 July 2002 A response to the mid-term report on 'Social Finance and Social Ties' based on the experience of the People’s Rural Development Association (PRDA), a Sri Lankan NGO which has an ‘Economic Initiatives’ programme in 40 Sri Lankan villages. Contribution to the "Finance of solidarity and social links" workshop, Dourdan, (France), July 2002. An Overview of Social Capital: towards an understanding of the normative principles of finance of solidarity - Draft Document Benjamin Quinones (VEDCOR) , 26 December 2001 Preliminary draft: for comment only by the Solidarity Finance Workshop.
Comments on the Test Version of the SPI Questionnaire Cécile Lapenu , 25 June 2003 Analysis of the information provided by micro finance practitioners in response to the CERISE questionnaire on social performance indicators. Measurement indicators for social performance Yves Fournier , 23 June 2003 Document discussed on the Finsol forum from 23 June to 18 July 2003. Meeting of the Finance of Solidarity workshop coregroup Elisabeth Bourguinat , 10 January 2003 Minutes of the meeting of the Finance of Solidarity workshop coregroup, 9 and 10 January 2003, Paris. |
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