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Technical Guides
Advancing Savings Services: Resource Guide for Funders: Supporting savings mobilization is fundamental to building inclusive financial systems. Implementing the Client Protection Principles: A Technical Guide for Investors, 2nd edition: This second edition reflects the developments in implementation and practices of the Client Protection Principles into investors’ policies and processes over the past year. SmartAid for Microfinance Index 2011: The SmartAid Index helps funders identify their strengths and weaknesses and draws management attention to priorities for change. Performance Based Agreements: This Technical Guide presents the rationale for the use of performance-based agreements and suggests ways to incorporate performance-based targets and incentives into existing loan and grant agreements. Measuring Results of Microfinance Institutions - Minimum Indicators that Donors and Investors should track (June 2009): This Technical Guide is written for funding agency staff who design or monitor projects that finance microfinance institutions (MFIs) or community-managed loan funds (CMLFs). The main text covers indicators for MFIs; CMLF indicators are treated in an Annex A. STAR Tool (October 2007): A self-assessment mechanism for microfinance funders to evaluate their effectiveness and identify their strengths and weaknesses in order to improve the way they work, coordinate more effectively, and achieve a better division of labor. Country-Level Savings Assessment Tool (June 2008): Provides guidance for analyzing obstacles to increasing poor people’s access to deposit services. Appraisal Guide for Microfinance Institutions (March 2008) to conduct an institutional and qualitative evaluation of a microfinance institution. Due Diligence Guidelines for the Review of Microcredit Loan Portfolios (draft) to evaluate the accuracy of reported levels of repayment and the extent to which the MFI employs sound loan management practices. Format for Appraisal of Network Support Organizations (March 2007) to conduct an institutional and qualitative evaluation of a microfinance network. CGAP Poverty Assessment Tool CGAP Poverty Assessment Tool (September 2003) to assess the extent to which microfinance programmes reach the poor. Assessing the Relative Poverty Level of MFI Clients: A CGAP Operational Tool, Overview (September 2003): This brief provides an overview on the CGAP Poverty Assessment Tool, including its development, who it is designed for, and how to use it. Assessing the Relative Poverty Level of MFI Clients, Case Studies (June 2000): Synthesis report based on four cases studies. Poverty Assessment Tool: A Poverty Assessment of the Small Enterprise Foundation (April 2001): This is a report of the findings of a poverty assessment conducted for CGAP and the Small Enterprise Foundation (SEF), an MFI operating in the Northern Province of South Africa. External Audits of Microfinance Institutions External Audits of Microfinance Institutions: a Handbook, Vol. I (December 1998): Volume 1 is geared towards the clients of MFI external audits: boards of directors and managers of MFIs, donors, creditors, and investors. External Audits of Microfinance Institutions: a Handbook, Vol. II (December 1998): Volume 2 is geared towards external auditors, furnishing an overview of the microfinance industry for auditors unfamiliar with these financial institutions, and guidance on a range of audit issues specific to MFIs. to refer their auditors to the External Audit handbook. External Audits of Microfinance Institutions: Annexes (December 1998): Guidelines, templates and TORs used for external audits. Terms of Reference (TOR) Many funders outsource extensively. Terms of Reference (TOR) describe a specific assignment, including relevant background information, objectives, organization, and deliverables to define work requested from an outside service provider (e.g., consultant, training facility). TOR need to address the agency's specific needs, its internal systems, and its administrative processes. Please refer to the TOR Guidance to find out how to write TOR adapted to your project. It also includes a quick checklist to make sure everything is included in the TOR.
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