Proposed Universal Standards for Social Performance: Request for Feedback<br />May 25, 2011<br />
Agenda<br />Overview of and rationale for the standards<br />Development process<br />Use of the standards<br />Presentati...
The SPTF Universal Standards of Social Performance…<br />… are a set of standards to which all double- and triple-bottom l...
We are developing the Standards in response to demand from our membership<br />Call for standards by members of the Task F...
Are clients being harmed? What is happening to the client?
Why are profits so high? What interest rates are being charged?
What are the motivations of investors?
Can quality be sustained with such rapid growth?
What is the capacity and motivation of the governance?</li></li></ul><li>Agenda<br />Overview of and rationale for the sta...
The Standards combine and build from the work of other key initiatives<br />Standards have their origins in work that bega...
Imp-Act Consortium
MFTransparency
MIX
Smart Campaign</li></ul>Standards are aligned with, and reinforce, existing initiatives<br />
Agenda<br />Overview of and rationale for the standards<br />Development process<br />Use of the standards<br />Presentati...
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Sptf proposed universal standards for social performance

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Sptf proposed universal standards for social performance

  1. 1. Proposed Universal Standards for Social Performance: Request for Feedback<br />May 25, 2011<br />
  2. 2. Agenda<br />Overview of and rationale for the standards<br />Development process<br />Use of the standards<br />Presentation of proposed standards<br />Feedback process<br />Concluding remarks<br />
  3. 3. The SPTF Universal Standards of Social Performance…<br />… are a set of standards to which all double- and triple-bottom line microfinance institutions should be held<br />…. establish clear expectations for both social performance and social performance reporting<br />…. represent the foundation for social performance expectations, not the pinnacle<br />
  4. 4. We are developing the Standards in response to demand from our membership<br />Call for standards by members of the Task Force <br /><ul><li>Annual meeting last year in Bern revealed support for Task Force taking on a more prescriptive role</li></ul>Attitude shift in the microfinance industry<br /><ul><li>Crises in Andhra Pradesh and other overheated markets have created concerns about the welfare of clients and excessive profits
  5. 5. Are clients being harmed? What is happening to the client?
  6. 6. Why are profits so high? What interest rates are being charged?
  7. 7. What are the motivations of investors?
  8. 8. Can quality be sustained with such rapid growth?
  9. 9. What is the capacity and motivation of the governance?</li></li></ul><li>Agenda<br />Overview of and rationale for the standards<br />Development process<br />Use of the standards<br />Presentation of proposed standards<br />Feedback process<br />Concluding remarks<br />
  10. 10. The Standards combine and build from the work of other key initiatives<br />Standards have their origins in work that began in 2005 to collect social performance data through the SPTF/MIX Social Performance Report<br />The Standards incorporate work of many other initiatives/organizations:<br /><ul><li>CERISE
  11. 11. Imp-Act Consortium
  12. 12. MFTransparency
  13. 13. MIX
  14. 14. Smart Campaign</li></ul>Standards are aligned with, and reinforce, existing initiatives<br />
  15. 15. Agenda<br />Overview of and rationale for the standards<br />Development process<br />Use of the standards<br />Presentation of proposed standards<br />Feedback process<br />Concluding remarks<br />
  16. 16. The Standards will guide the work of multiple stakeholder groups<br />Double- and triple-bottom line microfinance institutions:<br /><ul><li>Set expectations
  17. 17. Evaluate their performance
  18. 18. Self regulate</li></ul>Investors and donors:<br /><ul><li>Position their expectations for investees/partners
  19. 19. Inform due diligence and monitoring processes</li></ul>Networks and associations:<br /><ul><li>Position their expectations of members
  20. 20. Educate / inform membership of standards</li></ul>Social raters and auditors:<br /><ul><li>Inform their social performance evaluation products</li></li></ul><li>Agenda<br />Overview of and rationale for the standards<br />Development process<br />Use of the standards<br />Presentation of proposed standards<br />Feedback process<br />Concluding remarks<br />
  21. 21. Universal Standards for Social Performance <br /><ul><li>SPTF is developing universal standards for MFIs in the following areas:</li></ul>Governance and Staff Commitment to Social Goals <br />Client Protection<br />Products and Services that Meet Client Needs<br />Social Responsibility to Staff<br />Client Monitoring<br />Responsible Financial Performance<br />Standards information organized into five categories<br />Proposed standard<br />Objective (why is this standard important)<br />Benchmark / guidelines<br />Existing indicators<br />Reference tools and resources<br />
  22. 22. Agenda<br />Overview of and rationale for the standards<br />Development process<br />Use of the standards<br />Presentation of proposed standards<br />Feedback process<br />Concluding remarks<br />
  23. 23. Proposed timeline to build universal standards of social performance for MFIs<br />Upcoming: developing timelines for drafting standards for investors and associations as well<br />
  24. 24. The feedback survey asks for feedback on content and policy for enforcement<br />The survey takes 10-45 minutes and has 3 parts:<br /><ul><li>Background: your stakeholder group
  25. 25. Standards :
  26. 26. Content in each of the six categories of standards
  27. 27. Structure and organization
  28. 28. Comment process
  29. 29. Enforcement:
  30. 30. Should we use raters an auditors to externally verify compliance?
  31. 31. Should Task Force members in compliance have a different membership status from those who are not, or receive an award?</li></li></ul><li>Agenda<br />Overview of and rationale for the standards<br />Development process<br />Use of the standards<br />Presentation of proposed standards<br />Feedback process<br />Concluding remarks<br />
  32. 32. Feedback from you on the universal standards<br />Questions?<br />Reactions?<br />Download the standards: http://sptf.info/page/sptf-universal-standards-for<br />Take the survey: https://www.surveymonkey.com/s/V7Q7Z73<br />This initial comment period ends June 7th<br />We want to hear from you!<br />
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