Home GROUPS PROFILING FOR VSLAs IN AFRICA 1. Start 2. SECTION A: GROUP BIO DATA 3. SECTION B: SAVINGS AND LOANING ACTIVITIES Spam protection, skip this field INTRODUCTION (optional) The purpose of completing this form is to provide key data for profiling VSLAs and capture baseline information for subsequent progress tracking. This undertaking seeks to identify capacity gaps and develop a capacity building module for improvement of VSLAs’ operations, enhance their investment capacity and raise their entrepreneurship skills for better market positioning. This is to be achieved by establishing group existence, level of activities and graduation readiness. Name of Country Kenya Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antigua & Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas, The Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia & Herzegovina Botswana Brazil British Virgin Is. Brunei Bulgaria Burkina Faso Burma Burundi Cambodia Cameroon Canada Cape Verde Cayman Islands Central African Rep. Chad Chile China Colombia Comoros Congo, Dem. Rep. Congo, Repub. of the Cook Islands Costa Rica Cote d'Ivoire Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Faroe Islands Fiji Finland France French Guiana French Polynesia Gabon Gambia, The Gaza Strip Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, North Korea, South Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macau Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia, Fed. St. Moldova Monaco Mongolia Montserrat Morocco Mozambique Namibia Nauru Nepal Netherlands Netherlands Antilles New Caledonia New Zealand Nicaragua Niger Nigeria N. Mariana Islands Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Puerto Rico Qatar Reunion Romania Russia Rwanda Saint Helena Saint Kitts & Nevis Saint Lucia St Pierre & Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome & Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka Sudan Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Togo Tonga Trinidad & Tobago Tunisia Turkey Turkmenistan Turks & Caicos Is Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Venezuela Vietnam Virgin Islands Wallis and Futuna West Bank Western Sahara Yemen Zambia Zimbabwe Name of Diocese Choose Nakuru Mt Kenya Central Murung’a South Makamba Matana Tanga Central Tanganyika Kagera Asante Mampong Cape Coast Tamale Harare Matabeleland Name of Savings Group Contact Person Name Email Phone number Name of the cover/sponsor organization (where applicable) (optional) List of Governing team/Board Members: SECTION A: GROUP BIO DATA (optional) 1. What is the formation of your group? a.Merry-go-round b.VSLA c.MFI d.Community trust groups e.Credit Unions f.Saccos g.CBO h.Local NGOs i.Other (Specify) (Tick for the applicable options) Specify here (optional) 2. When was the group formed? Month January February March April May June July August September October November December Day 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Year 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 3. How many Members are in the group? 4. Gender (optional) Number of Males Number of Females 5. Does the group have a constitution ? Yes No 6. Is the group legally registered? Yes No 7. Does the group have a vision and mission statement? Yes No 8. Is the group active or Dormant? Active Dormant If its Dormant when did it stop operations? (optional) Choose Less than six months 1 year ago 2 years ago More than two years ago 9. Does the group have full time Employees ? Yes No 10. What is the percentage of staff salary to the overall annual budget? How Many Full time Employees? (optional) 11. What are the members’ economic activities? (tick all the activities your members involved in) a. None b. Poultry business c. Dairy farming d. Horticulture farming e. Value addition (food drying, preservation, processing) f. Shop keeping g. Handicraft business (weaving, basketry, bakery, beadwork) h. Pottery i. Employed j. Have group business k. Mobile/Banking Agents l. Other (specify) Specify (optional) 12. What is the percentage of total expenses to total expenditure ? 13. Which of the following are the main Group activities ? Select a. Savings b. Welfare c. Loaning d. Micro enterprise/IGA support e. Trainings f. Insurance services g. Investments in shares and securities h. Vocational Training i. Real estate j. Agri-business k. Merry-go-round 14. Are you using any digital platforms e.g. mobile banking, internet money systems ? Yes No SECTION B: SAVINGS AND LOANING ACTIVITIES (optional) 15. What is the average loan taken by members? Select a. Less than 500 $ equivalent b. 500 – 1000 $ equivalent c. 1,000 – 10,000 $ equivalent d. 10.000-20,000 $ equivalent e. 21,000-50,000 $ equivalent f. 50,000-100,000 $ equivalent g. More than 100,000 $ equivalent How long does a member waits to qualify for a loan? How long does it take to process a loan? What is the minimum savings for a member to qualify for a loan? How is the amount of loan determined? Is there a loan refinancing option to the new members? Yes No options What is the percentage of refinancing to the initial loans? What percentage of the initial loan that need clearance in order to enjoy refinancing? What is the interest rate charged by the group /organization? 16. What is the interest rates provided by the VSLA? Select a. Less than 10% per annum b. 10%-30% per annum c. More than 30% per annum d. Interest free 17. What is the interest rates provided by the MFI? Select a. Less than 10% per annum b. 10%-30% per annum c. More than 30% per annum d. Interest free 18. Are the group’s finances separated as Welfare, Loan fund, investment and Savings ? Yes No 19. How much has the group been able to mobilize as savings? 20. What records does the groups maintain? Please tick the appropriate box ? a. Membership register b. Cash book c. Cash receipts & payment vouchers d. Members transactions tracker/journal e. General ledger system (Please tick the applicable boxes) 21. Cash Management; How is the group money managed? Select a. All money loaned out b. Some money in a box c. Some money kept in a bank d. Other Specify (optional) 22. How do members utilize the loan borrowed? a. Start new business b. Improve existing Business c. To support food security d. Education fees, books etc e. Buy assets (land, livestock) f. Build or improve home/shelter g. For sickness expenses h. Death expenses i. Birth Celebrations j. Wedding celebrations k. Real estate l. Import goods m. Transport n. Other (specify) Specify (optional) 23. Has the group ever been audited? Yes No If yes when was the last audit? (optional) 24. The VSLA level of skills & competencies: In the scale of 1-5 please indicate the level at which the group is under each attribute. (optional) Where 5 is the highest score and 1 is the lowest score a. Groups Dynamics 1 2 3 4 5 1 2 3 4 5 b. Leadership skills 1 2 3 4 5 1 2 3 4 5 c. Record keeping skills 1 2 3 4 5 1 2 3 4 5 d. Handicraft trained 1 2 3 4 5 1 2 3 4 5 e. Enterprise development 1 2 3 4 5 1 2 3 4 5 f. Governance 1 2 3 4 5 1 2 3 4 5 g. Financial management 1 2 3 4 5 1 2 3 4 5 h. Fundraising 1 2 3 4 5 1 2 3 4 5 i. Investment 1 2 3 4 5 1 2 3 4 5 Other(Specify) (optional) 25. Education level (optional) Please give the percentage of the level of education based on the categories for the members (e.g. 20% secondary school level) a. No formal education b. Primary c. Secondary d. Tertiary e. University and above 26. What are the 3 main achievements/ successes you have achieved as a Merry-go-round, VSLA, MFI etc? 27. What are the 3 main challenges you have faced?