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FORUM ON MICROENTERPRISE IDE SPECIAL REPORT Publication of the Inter-American Development Bank The Multilateral Investment Fund. that supports microfinance institutions with equi- Declaration of support ty investments and provides other services. The IDB is also carrying out technical The microenterprise forum took place against the backdrop of an historic San MICROENTERPRISE assistance projects to support microen- terprises. among them several regional pro- José meeting of the heads of state of grams. One will set performance standards countries of Central America and the for microfinance institutions to improve their Caribbean. At the meeting's close, all financial administration and strategic plan- signed the Declaration of San José, ning. Another is focusing on improving the which affirmed their support for the operations of rural-based institutions. Fi- small business sector. nally, an IDB-financed program to train microfinance specialists will result in the "We agree that micro, small and creation of a consortium of training institu- medium-sized businesses are im- tions. portant for the social develop- ment of our countries. These en- For further information. contact the trepreneurial undertakings make Microenterprise Unit. B-0600. Inter- Ameri- it possible for a wide range of so- can Development Bank. 1300 New York cial sectors to expand produc- Ave., N.W., Washington, D.C., 20577. Fax: tively and make a decisive con- (202) 623-2307. E-mail: sds/[email protected]: tribution to the democratization or http://www.iadb.org/sds. of capital and the equitable dis- tribution of wealth. "We will broaden our efforts to promote such businesses and Hands across to increase their capabilities. We also request that the Inter- American Development Bank, the World Bank and other insti- the world tutions and donors continue to strengthen their support of these activities." HE UNITED STATES AGENCY FOR INTERNA- T tional development is investing $120 José María Figueres Olsen Success from hard work and ingenuity. million annually worldwide to support President of Costa Rica the following performance-based pro- United States first lady Hillary Rodham Clinton was among the guests who heard microentrepreneurs tell what it takes to grow a small business. grams: William J. Clinton Steadfast ally Grants to established microfinance orga- President of the United States of nizations. America CONFERENCE BIG BUSINESS NORMALLY Grants to build institutional HE INTER-AMERICAN OPMENT BANK capacity of microfinance in- Carlos Roberto Reina Idiáquez A presentations by corporate executives. The people lady Josette Altmann de Figneres. and their USAID devotes a large part of its agenda to counterparts from Nicaragua. Honduras. Guatemala and Belize. "We have all won- T has been a pioneer in microenterprise stitutions and exchange visits. President of Honduras But when microenterprise is the sub- dered how we can promote development development since it launched its Small Matching grants for U.S. ject, the head table is usually dominated by Projects Program in 1978. Since then. Leonel Fernández Reyna speak up without sacrificing traditional values, said private voluntary organiza- people who have never actually created a Clinton heraddress. Microenterprise the 1DB has undertaken new initiatives, such tions. President of the Dominican Republic business. who have never had to nurse it offers a partial answer, for it is sustained by as financing countrywide microenterprise A program to manage loan and guarantee along in good times and bad times. who those very values that have stood us so well programs and strengthening the network of vilities supporting efforts of commercial Armando Calderón Sol depend on it for their livelihood. recommendations that constitute a road map for SO long: hard work. ingentity sacrifice a financial institutions that specialize in serv- banks to provide microenterprise credit. President of El Salvador This was why the meeting held in May for success in croenterprise desire for a better life." ing the sector. Grants from USAID overseas missions to 1997 in San José. Costa Rica, was special. The small businesspeople featured here IDB President Enrique V. Iglesias under- Just since 1990 alone. the support microenterprise programs. Alvaro Arzú Irigoyen Called the Regional Consultative Forum on (see pages 2-3) were three among many who scored the success of microenterprise in al- IDB has lent more than $520.7 In addition. USAID supports training and President of Guatemala Microenterprise: Lessons and Opportuni- gave first-hand accounts of their journeys to leviating povertyand improving the status of million to benefit mestimated extensive research into microenterprise best ties. its 450 attendees included top political success in: business environment filled with women. But he declared that more must be 700,000 microent repreneurs practices. including business development Arnoldo Alemán Lacayo figures. internationally recognized experts. obstacles. In addition, each of the micro- done. particularly in providing technical as- inevery one of its Latin Ameri- services. village banking. savings mobiliza- President of Nicaragna and even the first ladies from the Central entrepreneurs received help some critical sistance. training in business management can and Caribbean member tion, management information services and American countries and the United States. juncture specifically. access to credit and and improving the legal environment for countries. commercial banks. Activities to assess the Manuel Esquivel But the stars were )small-scale manu- technical assistance. microenterprises. Mark Schneider. USAID as- During the next five years. the Bank will impact of microenterprise services include Prime Minister of Belize facturers. merchants. service providers and "Although we can walk on our own, we sistant administrator for Latin America and invest $500 million in microenterprise in detailed study as well as the development farmers. Their messages. practical and often still occasionally need a helping hand," said the Caribbean. described some hopeful signs three main ways: and testing of assessment tools that can be personal. left impressions participants would small-scale businesswoman Berta Esmeralda especially in the area of financing. "We have The Small Projects Program, which con- used in the field. MICROENTERPRISE, 1998. Photos by never forget. Alarcón. of El Salvador. seen microfinance institutions become the times to provide credit and training services David Mangurian. Produced by the Periodi- The meeting's sponsors, the Inter-Ameri- The testimonials. intenselv human sto- trusted links between microenterprise and through local NGOS and other groups. For more information. contact the Of- cals Unit. Inter-American Development can Development Bankand the United States ries of resourcefulness. creativity and sheer the formal banking system." he said. citing The Global Microenterprise Loan Pro- fice of Microenterprise Development, USAID. Bank. 1300 New York Ave., N.W., Washing- Agency for International Development. were grit, were presented before an attentive and institutions in Bolivia and Guatemala that gram. that channels IDB funds through na- RRB Room 2.11-024 Washington, D.C. ton. D.C. 20577. Tel. (202) 623-1000. determined the event would leave more than influential audience. Among those present depended on subsidies at the beginning but tional microfinance institutions, primarily 20523-0058. Fax (202) 216-3593. Internet Internet: http://www.iadb.org. memories. So in a day-long series of work- were United States first lady Hillary Rodham that are now self-sufficient competitors in commercial banks. http://www.mip.org. shops. participants hammered out agroupof Clinton. accompanied by Costa Rican first the commercial banking sector. IDB SPECIAL REPORT 1998 FORUM ON MICROENTERPRISE Prescription Investment Fund. With the money she bought a stock of shoes. Today Alarcón manages five shoe stands under the name "Calzados Bertha." Her credit record is so good that she recently for success borrowed $5,000 for further expansion. "I have 25 years of experience in this business and ve managed to support three Workshops produce blueprint for action children and my mother with my earnings," she said. "1 have even been able to send my eldest daughter to science HESANJOSE CONFERENCE'SMOSTGRAPHIC invest in needed infrastructure. the University of North Carolina." T moments came when microentre- At the same time, microfinance organiza- Alarcón urged participants at the forum preneurs described their survival tech- tions need a sustainable source of financing to have faith in microentrepreneurs, and to niques for coping with very difficult for technical assistance and training They continue lobbying for better and faster conditions. It struck many participants that noted that microfinance and community sources of credit for men and women like their prescriptions for success also apply to development organizations cannot expect to herself. We are proving that we are respon- the and international organizations that fully recover from clients the cost of their sible. that we repay our loans and that we're serve them. according to Marguerite Berger. services. at least in the initial stages. There- determined to get ahead,' she said. chief of the IDB'S Microenterprise Unit. fore. they must rely on public subsidies and For example, successful microentre- private charitable donations. preneurs learn early on that they must put Finally, workshop participants agreed that the customer first. One must work long and community-based organizations must have Sewing for success hard to win a customer they said, but it only clear property rights. be committed to effi- takes one false step to lose one. The same ciency in providing services, and have as Alba Argentina Xica de Cotón began work- goes for microfinance programs. said Berger. their goal institutional sustainability They ing at age 10 in Quetzaltenango, Guatemala, Whereas once they were the only institu- said that the state should do what it can to helping her parents "so that my brothers tional lender available to low-income clients. facilitate rofinance organizations. but not could get ahead. Thanks to those efforts. they now face competition from banks, fi- to engage in financing activities directly she now has two brothers who are profes- nance companies and credit unions. sionals she said proudly. Similarly, roentrepreneurs must live But Xica de Cotón's work ethic has ben- by their wits. using both creativity and flex- Improving financing Organic farmer Guerrero applies an insecticide he makes by boiling and fermenting seven insect repellent plants. His vegetables command premium prices. efitted more than her brothers. Today she ibility to weather constant economic and owns and operates a sewing supply business personal crises. In recent years. microfinance products and services with the help of her husband and daughter. organizations have also started to reinvent But to go that additional step and grow Workshop participants emphasized the im- the business. microent repreneurs need out- Budding organic farmer With her income, she sends her own chil- themselves. constantly looking for new ways dren to school. Several years ago, Xica de to meet their clients financial needs. says portance of giving place side help. In many cases. donor agencies and Cotón received a small loan from FUNDAP, a Berger. Now. international development to deposit their savings. With safe. secure. governments must step in to help a Henry Guerrero. a 26-year-old farmer from local microcredit institution supported by agencies must learn these same lessons. liquid savings. microentrepreneurs can ac- microent repreneur to product lines. Zarcero, Costa Rica, was brought up in a USAID, and affordable credit has remained an The resultsof the conference's work- cumulate wealth for financing investments build strategic alliances with other businesses. family of vegetable growers. As a child he essential part of her life Without those shops reflected the experiences of hands-on and meeting social and educational needs. obtain subcontracts from larger firms, pen- remembers hearing his father speak about loans we would not have known what to do. experts. Among their conclusions were the In addition to short-term loans. micro- etrate new markets. exchange information hisconcern over health dangers posed by the she said. "Today we are beginning to gener- following: entrepreneurs also need a broader range of on market conditions and adopt technology. excessive use of chemical pesticides. Later ate some of our own capital. but it is not financial services, including life insurance. In other cases. microent repreneurs orga- on he joined a pilot project in organic farm- enough. We need credit to grow the business housing loans and credit cards. Participants nized in groups or associations can lobby for ing techniques organized in 1988 by and improve enstomer service." Microenterprise and urged that formal, regulated institutions be changes in government regulations or seek COOPEBRISAS. a local cooperative. created to offer both loans and these other community development government investment in local infrastrue- "Only a few of us decided to make a financial services. candidates would ture. Participants agreed that donors and serious of it. because it was very riskv. he be nongovernmenta organizations presently governments should do more to provide recalled. During the first few years. he and Community owned and operated micro- engaged in microcredit activities that could nonfinancial services to the microenterprise the others learned the hard way. suffering Alarcón sent her daughter to college. finance institutions help to empower local turn themselves into regulated financial sector. Although clients need loans when serious losses of crops and money. Many communities and in the process strengthen entities. they start their businesses. consolidation and gave up but Guerrero persisted. When he the movement toward political decentraliza- expansion depends on access to market in- heard about an IDB-funded project that of- tion and democratic institution building. formation, training in management and vo- fered the technical expertise. credit and train- Sidewalk shoestores concluded participants in this workshop. Growing a cational skills. and longer-term financing. ing. he decided that he had found the helping Locally controlled microfinance and de- Although some microenterprise organi- hand he needed to eventually succeed. velopment organizations promote commu- microenterprise Berta Esmeralda Alareón, a 37-vear old zations often offer both credit and technical Todav. about 100 local farmers are pro- mother of three. started selling nail files on nity self-reliance and autonomy by raising assistance services. workshop participants dueing wholesome vegetables that have no the streets of San Salvador when she was 12. local capital to meet local credit needs. In Participants stressed that starting and main- felt that this was neither necessary nor, in chemical residues. "We're selling our pro- Her parents could not afford to send her to addition. these organizations help to bring taining a microenterprise is a considerably many cases. advisable. For one thing. a cre- duce in the nation's principal supermarkets, school. but she taught herself to read and together local microenterprises as an inter- different proposition from expanding the dit provider that gives advice becomes partly and income has improved treinendously." write. est group. giving them the ability to improve business. roentrepreneurs get their start responsible for the debt in the eves of the said Guerrero. Even though 1 never got past Poor but ambitions. Alarcón later set "P marketing and make use of training and mainly on the strength of personality and borrower. In addition. nonfinancial services primary school. todav am an entrepreneur. a stall to sell clothing and other goods. Then. agencies. Finally, microfinance.or- initiative-determination expertise. knowl- is a very competitive market. one in which a horticultural -Imician and a consultant to in 1988. she received a $200 loan from ganizations help to give the sector the politi- edge of their clients, willingness to make lenders should stay ont of in order to keep the University of Costa Rica. the National Financiera Calpia. a finance company in San cal clout needed to persuade government to sacrifices. responsibility in using credit. their costs down. Learning Institute and the IDB." Salvador supported by the IDB'S Multilateral Xica de Cotón used credit to expand. 2 IDB SPECIAL REPORT 1998 IDB SPECIAL REPORT 1998 AEO Policy Paper ASSOCIATION FOR ENTERPRISE OPPORTUNITY APRIL 1998 70E. LAKE STREET # 1120 CHICAGO, IL 60601 312-357-0177 FAX: 312-357-0180*[email protected] EXECUTIVE SUMMARY The Role, Complexities and Practice of Microenterprise in the United States Small business is the backbone of the U.S. economy, accounting for 53.1% of all jobs. (Office of Advocacy, Small Business Administration). Though often overlooked, the smallest firms within this realm, self-employed individuals and microenterprises employing fewer than ten workers, are playing an increasingly vital role. As reported by the U.S. Small Business Administration, while firms of five to five hundred employees in all industries experienced a net loss of 2,065,000 jobs from 1989-1991, microenterprises experienced a net increase of 2,624,000 jobs. Despite their critical role, it remains virtually impossible for most microentrepreneurs to obtain the capital and management assistance they require to grow their businesses, develop new products, tap new markets, and create new jobs. The U.S. Microenterprise Industry The most striking feature of the U.S. microenterprise industry is its diversity. While the individuals and communities in the U.S. that need and benefit from microenterprise assistance are quite varied, most microenterprise development programs target their services to low-income people. Programs are tailored to meet the needs of specific target groups such as persistently poor individuals and individuals dependent on public assistance, women, minorities, the working poor, and individuals or business sectors who, for these and other reasons, lack access to credit. Programs may also specifically target young people, refugees, rural areas, homeless individuals, dislocated, underemployed or unemployed workers, or ex-offenders. The goals adopted by each program depend not only on its community and target groups, but also its organizational structure. In the U.S., a wide range of institutions -including stand-alone microenterprise development organizations, community development corporations, loan funds, community action agencies, women's organizations, community development banks and credit unions, housing and social service programs, and federal, state and local government agencies - are involved in implementing microenterprise development programming. Working independently or as part of a larger organization or network, microenterprise programs pursue diverse goals that include job creation, business and community development, poverty alleviation, human What is the Association for Enterprise Opportunity? capital development, income generation, and asset devel- opment and economic self-sufficiency among women, The Association for Enterprise Opportunity (AEO) is ethnic minorities and other disadvantaged populations. the national association of organizations committed to microenterprise development. We provide our U.S. microenterprise programs have evolved many members with a forum, information and a voice to different development models that use a variety of credit, promote enterprise opportunity for people and technical assistance and personal support to meet diverse communities with limited access to economic goals. There are three principal program models that resources. dominate microenterprise programs in this country. Founded in 1991, and based in Chicago, AEO also Credit-led individual loan programs provide loans to clients on a one-to-one basis. represents the U.S. microenterprise agenda in the growing international community. Membership in AEO Training-led programs are based on providing is open to practitioners, individuals, public agencies, substantive training and/or technical assistance to funders and others who share in AEO's mission. clients before offering or referring clients to credit. AEO's challenge, issued to all microenterprise supporters Peer lending programs provide credit to across the country, is to help one million low-income microentrepreneurs through borrower or peer groups, individuals in the U.S. to achieve self-sufficiency through self- in which individuals come together to make group employment by 2008. We invite participation from all sectors underwriting decisions, create some safeguards and welcome their support. against default, and provide mutual support and technical assistance. Clinton Presidential Records Digital Records Marker This is not a presidential record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. This marker identifies the place of a publication. Publications have not been scanned in their entirety for the purpose of digitization. To see the full publication please search online or visit the Clinton Presidential Library's Research Room. FORUM ON MICROENTERPRISE IDB SPECIAL REPORT Publication of the Inter-American Development Bank The Multilateral Investment Fund. that supports microfinance institutionswith equi- Declaration of support ty investments and provides other services. The IDB is also carrying out technical The microenterprise forum took place against the backdrop of an historic San MICROENTERPRISE assistance projects to support microen- terprises. among them several regional pro- José meeting of the heads of state of grams. One will set performance standards countries of Central America and the for microfinance institutions to improve their Caribbean. At the meeting's close, all financial administration and strategic plan- signed the Declaration of San José, ning. Another is focusing on improving the which affirmed their support for the operations of rural-based institutions. Fi- small business sector. nally. an IDB-financed program to train microfinance specialists will result in the "We agree that micro, small and creation of a consortium of training institu- medium-sized businesses are im- tions. portant for the social develop- ment of our countries. These en- For further information. contact the trepreneurial undertakings make Microenterprise Unit. B-0600, Inter-Ameri- it possible for a wide range of so- can Development Bank, 1300 New York cial sectors to expand produc- Ave.. N.W., Washington. D.C., 20577. Fax: tively and make a decisive con- (202) 623-2307. E-mail: sds/[email protected]: tribution to the democratization or http://www.iadb.org/sds. of capital and the equitable dis- tribution of wealth. "We will broaden our efforts to promote such businesses and Hands across to increase their capabilities. We also request that the Inter- American Development Bank, the World Bank and other insti- the world tutions and donors continue to strengthen their support of these activities." HE UNITED STATES AGENCY FOR INTERNA- T tional development is investing $120 José María Figueres Olsen Success from hard work and ingenuity. million annually worldwide to support President of Costa Rica the following performance-based pro- United States first lady Hillary Rodham Clinton was among the guests who heard microentrepreneurs tell what it takes to grow a small business. grams: William J. Clinton Steadfast ally Grants to established microfinance orga- President of the United States of nizations. America CONFERENCEO BIG BUSINESS NORMALLY Grants to build institutional THE INTER-AMERICAN DEVELOPMENT BANK capacity of microfinance in- Carlos Roberto Reina Idiáquez A presentations by corporate executiv The people lady Josette Altmann de Figueres. and their USAID devotes a large part of its agenda to counterparts from Nicaragua, Honduras. Guatemala and Belize. "We have all won- T has been a pioneer in microenterprise stitutions and exchange visits. President of Honduras But when microenterprise is the sub- dered how we can promote development development since launched its Small Matching grants for U.S. ject, the head table is usually dominated by Projects Program in 1978. Since then. Leonel Fernández Reyna speak up without sacrificing traditional values." said private voluntary organiza- people who have never actually created a Clinton heraddress. Microenterprise the IDB has undertaken new initiatives, such tions. President of the Dominican Republic business, who have never had to nurse it offers a partial answer. for it is sustained by as financing countryvide microenterprise A program to manage loan and guarantee along in good times and bad times. who those very values that have stood us so well programs and strengthening the network of facilities supporting efforts of commercial Armando Calderón Sol depend on it for their livelihood. recommendations that constitute a road map for SO long: hard work. ingenuity. sacrifice a financial institutions that specialize in serv- banks to provide microenterprise credit. President of El Salvador This was why the meeting held in Mav for success in microenterprise desire for it better life. ing the sector. Grants from USAID overseas missions to 1997 in San José, Costa Rica, was special. The small businesspeople featured here IDB President Enrique V. Iglesias under- Just since 1990 alone, the support microenterprise programs. Alvaro Arzú Irigoyen Called the Regional Consultative Forum on (see pages 2-3) were three among many who scored the success of microenterprise in al- IDB has lent more than $520.7 In addition. USAID supports training and President of Guatemala Microenterprise: Lessons and Opportuni- gave first-hand accounts of their journeys to leviating poverty and improving the status of million to benefit an estimated extensive research into microenterprise best ties. its 450 attendees included top political success a business environment filled with women. But he declared that more must be 700,000 microent repreneurs practices. including business development Arnoldo Alemán Lacayo figures. internationally recognized experts. obstacles. In addition. each of the micro- done, particularly in providing technical as- inevery oneof its Latin Ameri- services. village banking. savings mobiliza- President of Nicaragua and even the first ladies from the Central entrepreneurs received help: some critical sistance, training in business management. can and Caribbean member tion, management information services and American countries and the United States. juncture specifically. access to credit and and improving the legal environment for countries. commercial banks. Activities to assess the Manuel Esquivel But the real stars were 100 small-seale manu- technical assistance. microenterprises. Mark Schneider. USAID as- During the next five years, the Bank will impact of microenterprise services include Prime Minister of Belize facturers. merchants, service providers and "Although we can walk on our own. we sistant administrator for Latin America and invest $500 million in microenterprise in detailed study as well as the development farmers. Their messages, practical and often still occasionally need a helping hand." said the Caribbean. described hopefulsigns, three main ways: and testing of assessment tools that can be personal, left impressions participants would small-scale businesswoman Berta Esmeralda especially in the area of financing. "We have The Small Projects Program. which con- used in the field. MICROENTERPRISE, 1998 Photos by never forget. Alareón. of El Salvador. seen microfinance institutions become the tinues to provide credit and training services David Mangurian. Produced by the Periodi- The meeting sponsors. the Inter-Ameri- The testimonials. intensely human sto- trusted links between microenterprise and through local NGOS and other groups. For more information. contact the Of- cals Unit, Inter-American Development can Development Bankand the United States ries of resourcefulness. creativity and sheer the formal banking system," he said. citing The Global Microenterprise Loan Pro- fice of Microenterprise Development, USAID, Bank, 1300 New York Ave., N.W., Washing- Agency for International Development, were grit, were presented before an attentive and institutions in Bolivia and Guatemala that gram, that channels IDB funds through na- RRB Room 2.11-024. Washington. D.C. ton. D.C. 20577. Tel. (202) 623-1000. determined the event would leave more than influential audience. Among those present depended on subsidies at the beginning but tional microfinance institutions, primarily 20523-0058. Fax (202) 216-3593. Internet Internet: http://www.iadb.org. memories. So in a day-long series of work- were United States first lady Hillary Rodham that are now self-sufficient competitors in commercial banks. http://www.mip.org. shops, participants hammered out a group of Clinton, accompanied by Costa Rican first the commercial banking sector. IDB SPECIAL REPORT 1998 FORUM ON MICROENTERPRISE Prescription bought a stock of shoes. Todav Alarcón manages five shoe stands under the name "Calzados Bertha." Her credit record is so good that she recently for success borrowed $5,000 for further expansion. "I have 25 vears of experience in this business and I've managed to support three children and niv mother with my earnings. Workshops produce blueprint for action she said. I have even been able to send my eldest daughter to study computer science at GRAPHIC invest in needed infrastructure. the University of North Carolina." T moments came when microentre- At the same time. nicrofinance organiza- Alarcón urged participants at the forum preneurs described their survival tech- tions need a sustainable source of financing to have faith in microentrepreneurs. and to niques for coping with very difficult for technical assistance and training. They continue lobbying for better and faster conditions. It struck many participants that noted that microfinance and community sources of credit for men and women like their prescriptions for success also apply to development organizations cannot expect to herself. "We are proving that we are respon- the NGOS and international organizations that fully recover from clients the cost of their sible, that we repay our loans and that we're serv them. according to Marguerite Berger. services, at least in the initial stages. There- determined to get ahead." she said. chief of the IDB'S Microenterprise Unit. fore. they must rely on public subsidies and For example, successful inicroentre- private charitable donations. preneurs learn early on that they must put Finally, workshop participants agreed that the customer first. One must work long and community-based organizations must have Sewing for success hard to win a customer, they said. but it only clear property rights. be committed to effi- takes one false step to lose one. The same eienev in providing services. and have as Alba Argentina Xica de Cotón began work- goes for nicrofinance programs. said Berger. their goal institutional sustainability. They ing at age 10 III Quetzaltenango, Guatemala, Whereas once they were the only institu- said that the state should do what it can to helping her parents "so that my brothers tional lender available to low-income clients. facilitate microfinane organizations. but not could get ahead. Thanks to those efforts, they now face competition from banks, fi- to engage in financing activities directly. she now has two brothers who are profes- nance companies and credit unions. sionals. she said proudly Similarly. microentrepreneurs must live But Xica de Cotón's work ethic has ben- by their wits, using both creativity and flex- Improving financing Organic farmer Guerrero applies an insecticide he makes by boiling and fermenting seven insect repellent plants. His vegetables command premium prices. efitted more than her brothers. Today she ibility to weather constant economic and owns and operates a sewing supply business personal In recent years, microfinance products and services with the help of her Imsband and daughter. organizations have also started to remvent But to go that additional step and grow Budding organic farmer With her income. she sends her own chil- themselves. constantly looking for new ways Workshop participants emphasized the im- the business. microent repreneurs need out- dren to school. Several years ago, Xica de to meet their clients' financial needs. says portance of giving repreneurs place side help. In many cases. donor agencies and Cotón received a small loan from FUNDAP, a Berger. Now. international development to deposit their savings. With safe. secure. governments must step in to help a Henry Guerrero. a 26-year-old farmer from local microcredit institution supported by agencies must learn these same lessons. liquid savings. microentrepreneurs can ac- repreneur to diversify product lines, Zarcero. Costa Rica. was brought up in a USAID. and affordable credit has remained an The results the conference's sthree work cumulate wealth for financing investments build with other businesses. family of vegetable growers. As a child he essential part of her life. "Without those shops reflected the experiences of hands-on and meeting social and educational needs. obtain subcontracts from larger firms, pen- remembers hearing his father speak about loans we would not have known what to do. experts. Among their conclusions were the In addition to short-term loans. micro- etrate new markets. exchange information hisconcern over health dangers posed by the she said. "Todav we are beginning to gener- following: entrepreneurs also need a broader range of on market conditions and adopt technology. excessive use of chemical pesticides. Later ate some of our own capital, but it is not financial services, including life insurance. In other cases. microentrepreneurs orga- on he joined a pilot project in organic farm- enough. We need credit to grow the business housing loans and credit cards. Participants nized in groups or associations can lobby for ing techniques organized in 1988 by and improve customer service." Microenterprise and urged that formal. regulated institutions be changes in government regulations or seek COOPEBRISAS. a local cooperative. created to offer both loans and these other community development government investment in local infrastrue- "Only a few of us decided to make a financial services. Obvious candidates would ture. Participants agreed that donors and serious of it. because it was very riskv. he be nongovernmental organizations presently governments should do more to provide recalled. During the first few years, he and Community owned and operated micro- engaged in microcredit activities that could nonfinancial services to the microenterprise the others learned the hard way. suffering Alarcón sent her daughter to college. finance institutions help to empower local birn themselves into regulated financial sector. Although clients need loans when serious losses of crops and money. Many communities and in the process strengthen entities. they start their businesses. consolidation and gave up but Guerrero persisted. When he the movement toward political decentraliza- expansion depends on access to market in- heard about an IDB-funded project that of- tion and democratic institution building. formation. training in management and vo- Sidewalk shoestores fered the technical expertise, credit and train- concluded participants in this workshop. Growing a cational skills. and longer-term financing. ing. he decided that he had found the helping Locally controlled microfinance and de- Although some microenterprise organi- hand he needed to eventually succeed velopment organizations promote commu- microenterprise Berta Esmeralda Alareón, a 37-vear-old zations often offer both credit and technical Today. about 100 local farmers are pro- mother of three. started selling nail files on nity self-reliance and autonomy by raising assistance services. workshop participants dueing wholesome vegetables that have no the streets of San Salvador when she was 12. local capital to meet local credit needs. In Participants stressed that starting and main- felt that this was neither necessary nor. in chemical residues. "We're selling our pro- Her parents could not afford to send her to addition, these organizations help to bring taining a microenterprise is a considerably many cases, advisable. For one thing. a cre- duce in the nation's principal supermarkets. school. but she taught herself to read and together local microenterprises as an inter- different proposition from expanding the dit provider that gives advice becomes partly and income has improved tremendously." write. est group. giving them the ability to improve business. Microentrepreneurs get their start responsible for the debt in the eves of the said Guerrero. "Even though I never got past Poor but ambitions. Alarcón later set up marketing and make use of training and mainly on the strength of personality and borrower. In addition. nonfinancial services primary school. todav am an ntrepreneur. a stall to sell clothing and other goods. Then. extension agencies. Finally. microfinance or- initiative-determination expertise. knowl is a very competitive market. one in which horticultural technician and consultant to in 1988. she received a $200 loan from ganizations help to give the sector the politi- edge of their clients. willingness to make lenders should stay out of in order to keep the University of Costa Rica. the National Financiera Calpia. a finance company in San cal clout needed to persuade government to sacrifices, responsibility in using credit. their costs down. Learning Institute and the IDB." Salvador supported by the IDB'S Multilateral Xica de Cotón used credit to expand. IDB SPECIAL REPORT 1998 TDB SPECIAL REPORT 1998 Steven A. Cohen 04/23/98 11:58:06 AM Record Type: Record To: Michael A. O'Mary/OPD/EOP, Laura E. Schiller/WHO/EOP, Christine N. Macy/WHO/EOP CC: Subject: is there a line in tomorrow's AEO address re: an Accion Study, and if so, can someone forward to me for their use in a press release. by words, SBA, and pledged their support for helping AEO to achieve their goals; HHS is pledging its support as well for child care package; I nkow you've heard form many fedeal agencies who pledged their support; treausrey, SBA, hud, HHS; Commerce; dept of agriculture; - - a lot of support; getting into this broader comprehesnie approach; that everyone has a role to play; treasury hoff; commend cdfi funds for their cooreindating efforts; it's working, an increase efforts to those agencies who are not yet fully aware of microenerprise yet; challenge us and leading us; her vision; for the next century; legislative agenda; underscret level making presentations; Rubin, Alverez; senators Pete de Menici; Sen. Carey from Mass; harkin from Iowa; honored Dale Bumpters form Arksnas retiring; champion and founding father of micro loan program within SBA; senator wellstone; AOE: is the national association of orgs committed to microenterprise devel; provide forum, information, and voice to promote opportunities for people and communities limited access to resources; and reps us in growing international community. Kate McKEE -- policy volunteers; slef help in norch carolina; appointed chief of microenetrprise develpment program at usaid; she's leading in us enterprise; new bridge between us and other programs will be broadened considerably. We're as excited about htis important -- KATE is member of policy committee AEO; she's a key leaders in policy dewvel arena; and well known to federal agencies, treasury, ag and sba. Everyone very excited; economically -- but that such a commitment makes a very real difference in people's lives. But perhaps as important, these studies confirm what many of us have known from talking to entrepreneurs across the country, and around the world. That people involved in micro-enterprises define success beyond financial gain. They also talk about a sense of pride, and control over their future. They talk about more flexibility in their family life. And they talk about the pleasure they feel as more active participants in the revitalization of their communities. So what is our mission here today, and over the next few years, to ensure that more micre-entrepreneurs across America can fulfill those same dreams, and expand the opportunities for themselves, their families, and their communities? What can we do, as individuals, as community organizations, as government agencies, as churches, as financial institutions, as social service providers, to open up more doors of opportunity and self sufficiency for our most disadvantaged citizens? Thanks to so many of you here today, we've already broken the stereotypes about the poor, about economic opportunity, and about what's possible with public/private partnerships. We know what tools and resources must be leveraged to make a difference in people's lives. Now we must take the next steps. And go beyond preaching to the choir, and convince the uncoverted. I'm pleased that this Administration is committed to taking those next steps, and expanding its support for microenterprise iniativives across the country. The Small Business Administration, which is the lead federal agency for micre-enterprise, has been steadily increasing its support for micro-loans -- and technical assistance -- since the late 1980s, when it first established domestic microenterprise sites around the country. SBA now plans to increase access to its microloan program -- by expanding to the the full 200 microlenders and 25 technical assistance providers allowed by current legislation. SBA is also increasing awareness of its loan program by spreading the word about success stories, and educating potential funders about SBA's contributions in this area. There will also be a greater emaphasis on electronic tools, such as assisting in the development of web sites for mocriborrowers to create global markets for local products. SBA is also working to ensure greater financial security for the microloan program, by seeking, among other things, to eliminate population based state funding caps. I wanted to mention that SBA's administrator, Aida Alvarez -- who I believe you heard from yesterday -- joined me in a small town in Chile just a few weeks ago, where we met with women entrepreneurs, and heard their stories of economic success and empowerment. We are very fortunate to have such a strong champion of microenterprise on our side, pushing for greater commitments of public funds for the microenterprise movement. And I understand that you heard from Secretary Rubin the other night about new initiatives -- the second series of presidential awards for microenterprise deelopment. (President has requested $125 million for the Treasury CDFI fund. -- which runs both programs by hrc.) 200 individuals hosted at wh for these awards. Senator Kennedy is introducing her. Refer to His letter. HILLARY RODHAM CLINTON REMARKS AT THE ASSOCIATION FOR ENTERPRISE OPPORTUNITY CONFERENCE WASHINGTON, D.C. APRIL 24, 1998 Thank you, Senator Kennedy, for that kind introduction. But more, for your courageous leadership in opening up opportunities for America's citizens in every field. I also applaud your proposed legislation that will call for a dollar-for-dollar match between federal and private funds, aimed at supporting educational and training programs for micro entrepreneurs. We are all indebted to you for you support. It is a great pleasure to be here today, and to join the many partners, in both the public and private sector, who have come together to participate in this important conference. I am thrilled to see such an extraordinary turn out, because your presence here today underscores the growing commitment across America to give people the tools of opportunity to create a better life for themselves, their families, and their communities. I applaud congratulate you on your Conference theme: Microenterprise Works When we all Work Together, because if we are to meet the ambitious goals of this conference, and continue to build the micreenterprise movement across this country and around the world then everyone has a role to play. Everyone must contribute. I want to thank the Association for Enterprise Opportunity for sponsoring this national event, and its two chairs, Mary Mathews and Christine Benuzzi, for inviting me join you here today. We are all indebted to the work of the the Host committee from the Virginia Microenterprise Network, particularly Becky Clay Christensen, and the members of AEO's Conference Planning Committee, especially Welthy soni, its chair, and Kay Cole, Becky Christensen, Kate Mckee and Lawrence Yanovitch and so many others who have worked so hard to make this conference a success. AEO is dairy invaludle We' re (cantin here, first and foremost, to celebrate the progress of micro enterprise initatives work in promoting the opperlints across the state a subject near and dear to my heart. I first heart about micro-credit and micro- nationals, enterprise when my husband, then the governor of Arkansas, and I were involved in looking for ways to create economic opporutnity in the poorest sections of one of the poorest states in this nation. We heard about the work of the Grameen Bank in Bangladesh, and the efforts of the South Shore Bank in Chicago. And ever since that initial exposure to these pioneering efforts to and lift people out of poverty, and ever since I've seen what small amounts of credit or other we I investments can do to turn their lives around, I've sought to spread the word about about applew their microenterprise and its ever widening circle of benefits. allert here tabood confumed ay leade ship . When I look out at this audience this morning, I am struck not only by how our numbers are growing, but how our faces are changing. Over the past five years we've seen organizations created soley to serve economically disadvantaged entrepreneurs are being joined by those involved in housing, and social services, and public health. Today, more and more church groups, manufacturing organizations, and chambers of commerce are also becoming partners in went and te and support the US t cred world in muco celre this movement to open up economic opportunities for Americans. But thanks to the efforts of leaders like the Association for Enterprise Opportunity, we're also changing how we're helping people to create and develop and sustain their own businesses. Training and technical assistance remains a critical component for success. I've just returned from a trip to Chile with the President, and met with a number of women entrepreneurs who had received training from a non governmental organization. They talked about how important it was to receive that training -- which combined self esteem issues and business development. And I could see, from their beautiful crafts, and their growing businesses in down products and dried flowers, how these efforts had changed their lives. Everyone here today has heard stories similar to this one over and over again, as entrepreneurs gain the knowledge, and the confidence, to plan for their businesses, including better managing the money they already have. Community efforts are also growing to ensure fledgling entrepreneurs access to credit and loans. Micro-credit loans are critical to their efforts to grow and build their businesses. They are also a great business investment. As many of you know so well, the default rate for many of these loans is extremely low -- about 2.2 percent -- and the repayment rate is extremely high. I often say to my banker friends that if they had customers like these entrepreneurs -- who pay off their loans at 95, 96, 97 percent -- they would be very lucky indeed. We are also seeing progress when individual entrepreneurs are joining forces -- and sharing resources -- with each other. They're publishing joint catalogues, and joining up on trade missions. And as a result, small entrepreneurs are expanding their markets beyond their neighborhood borders, and getting into industries like day and elder care, housewares, recycling. I've heard about one story where a woman who produced salsa in a rural community couldn't afford to step up out of her own kitchen. So the community donated an old building, with commercial equipment, and leased it to her. And now, that woman is not only making a lot of salsa, she's attracted other entrepreneurs who are making jars and other related products. I believe we must all work to encourage these joint efforts, which produce an ever widening cirle of opportunity. New strategies are emerging -- again thaks to AEO and others -- that will further the progress we're already seeing. We need to encourage greater economic literacy within the micre-entrepreurial community. To run a small business, people must understand the importance of having checking accounts, and saving acounts, and have a greater knowledge about IRS rules and regulations. These too are the tools of any bussiness, and our most disadvantaged entrerpreneurs, in particular, must have access to them to succeed. Today, there is growing evidence that these efforts to expand the number of partners, and implement more comprehensive strategies to support small business entrepreneurs, are having a very real and positive impact. A 3-year study just released by Accion International, for example, shows that after three loans, an entrepreneur's take home income increased an average of $455 -- with low income entrepreneurs doing even better. Business profits also shoot up dramatically after three loans. So we'e learning that it takes a longer term commitment to lift people up CHRONOLOGY OF THE FIRST LADY'S INVOLVEMENT IN PROMOTING MICROENTERPRISE DEVELOPMENT 1986 Mrs. Clinton and then-Governor Clinton met with Mohammed Yunus, the founder of the Grameen Bank in Bangladesh, in Arkansas to discuss the relevance of the model of the Grameen Bank to rural Arkansas communities. 1988 Mrs. Clinton was involved in the creation of, and served on the Board of, the Southern Development Bank Corporation and its non-profit affiliate, the Good Faith Fund -- one of the first rural microenterprise fund in the United States. Modeled after the Grameen Bank in Bangladesh, the Good Faith Fund provides small loans, training and technical assistance to low- and moderate-income entrepreneurs in rural communities in Arkansas. Several U.S. Foundations, through program-related investments, have partnered with the Good Faith Fund. March, 1995 Mrs. Clinton visited the Self Employed Women's Association (SEWA) in India and the Grameen Bank in Bangladesh to highlight these important microcredit programs enabling poor women to become self-sufficient. May 14, 1995 Mrs. Clinton's op-ed in the Washington Post, "Investing in Sisterhood," underscores how microcredit helps women overcome poverty. July 26, 1995 Mrs. Clinton visited Mi Casa, a program in Denver, Colorado promoting microenterprise development, that has received support from the Small Business Administration. She also spoke to the Women's Foundation of Colorado Conference on microenterprise as a tool of opportunity. August 28, 1995 President Clinton directed the Secretary of the Treasury to develop an awards program to honor excellence in microenterprise development, and to coordinate all microenterprise programs within the U.S. government. This was announced as part of the U.S. commitments to the United Nations Fourth World Conference on Women. September 5, 1995 Mrs. Clinton spoke in Beijing, China, at the United Nations Development Fund for Women (UNIFEM) panel discussion on "Women's Economic Empowerment." Other panelists included Ela Bhatt of India's SEWA, and Mohammed Yunus of the Grameen Bank. October 12, 1995 Mrs. Clinton visited a FINCA bank, "Mothers United," in Nicaragua (which was subsequently re-named "Mothers United with Hillary"), and an Accion microenterprise project, "PenaSol," in Santiago, Chile. Both projects serve very poor women and have been successful in providing economic opportunity. June 26, 1995 Mrs. Clinton was the keynote speaker at the RESULTS Dinner in Washington, DC honoring Dr. Yunus. November 8, 1995 Mrs. Clinton spoke at the "Beyond Beijing" World Bank Conference, where she highlighted microcredit and economic opportunity. The World Bank has committed itself to microenterprise lending, which is of great importance to women's economic development. March 19, 1996 Mrs. Clinton spoke about the importance of microenterprise in development to the Council on Foreign Relations in New York. May 2, 1996 Mrs. Clinton and Secretary Rubin announced the details of the Presidential Awards for Excellence in Microenterprise Development via video to the Association for Enterprise Opportunity Conference in Rhode Island. September 16, 1996 Mrs. Clinton spoke at the USAID "Lessons Without Borders" Conference in Baltimore, Maryland, where she described how lessons learned through international assistance can be applied to solve problems at home. December 3, 1996 Mrs. Clinton visited BancoSol in La Paz, Bolivia -- Bolivia's largest commercial bank and the world's only commercial bank dedicated solely to micro lending. (The BancoSol borrowing group that Mrs. Clinton met with re-named itself the "Hillary" group in honor of her.) January 30, 1997 The President, joined by First Lady and Secretary Rubin, to present the Inaugural Presidential Awards for Excellence in Microenterprise Development at the White House. February 3, 1997 Mrs. Clinton to keynote at the International Micro Credit Summit in Washington, D.C. February 3, 1997 Mrs. Clinton to visit a Foundation for International Community Assistance (FINCA) borrowing group in Washington, DC. AEO Exchange UPDATE UPDATE UPDATE UPDATE UPDATE ASSOCIATION FOR ENTERPRISE OPPORTUNITY APRIL 1998 70E. LAKE STREET # 1120 CHICAGO. IL 60601 312-357-0177 FAX: 312-357-0180 [email protected] First Lady Hillary Rodham Clinton to Serve As Honorary AEO Conference Chair irst Lady Hillary when Mrs. Clinton and then- Development Bank Corporation 1997. the First Lady and F Rodham Clinton has Governor Clinton met with and its nonprofit affiliate, the President Clinton presented agreed to serve as Mohammed Yunus, founder of Good Faith Fund, one of the first the Inaugural Presidential honorary chair of the AEO the Grameen Bank in rural microenterprise funds in Awards for Excellence in Conference to be held in Bangladesh, to discuss the the United States. More Microenterprise Development. Washington D.C. relevance of the Grameen Bank recently, Mrs. Clinton has where all award winners were model to rural Arkansas. In Mrs. Clinton has a long continued to speak publicly on members of AEO. We are 1988. Mrs. Clinton was involved history of supporting and microenterprise development. delighted at the First Lady's in the creation of, and served promoting microenterprise particularly as it affects low- acceptance of AEO's invitation on the Board of, the Southern development. beginning in 1986 income women. In January. to serve as honorary chair. Conference Registration to Conference is Opportunity for Legislative Visits: Schedule Yours be Tight: Register Now If you have not registered sessions and asked to return to If you have not yet scheduled an appointment with for the AEO Annual Conference the registration desk. your Congressman or Senator, please do so now. and Membership meeting and Call to say you will be in town for the AEO Please call or fax your Conference and would like to meet with him or her plan to attend please register registration and session sign-up immediately. Only those briefly to discuss mciroenterprise development. You along with your procedure for attendees who have registered should also invite him or her to the legislative payment in order to ensure and have registration badges reception. If you do not know the number of your proper registration. Registra- will be allowed into AEO Congressman or Senator, the Capitol Switchboard is tions received without payment 1-202-225-3121 sessions. A government-issued will not be accepted. photo ID will be required at If you have questions, AEO to Sponsor Conference registration. Anyone who does please contact AEO by fax at Legislative Reception not have a proper registration 312-357-0180. badge will be turned away from AEO is sponsoring a legislative reception for members of Congress and staff on Thursday, April CDFI Core Component/Technical Assistance NOFAs 23 from 3:30 to 5:00, in Room B-340 of The Rayburn The U.S. Department of the Treasury is making available at Building. least $40 million to fund the Community Development Financial AEO sent invitations to all members of Congress. Institutions (CDFI) Program core components. involving direct Please contact your Congressional representatives financial and technical assistance to CDFIs and has issued a to ask them to attend this meeting. In addition, all separate NOFA for a TA-only component to address the unmet members have been invited to attend key capacity needs of CDFIs. Conference events as guests of AEO. If you have Deadline: June 12, 1998 any questions, or need another invitation to be sent, Applications: CDFI Awards Manager contact: TEL: 202-622-8662 FAX: 202-622-7754 Zulma Mustafa at AEO 312-357-0177 X26 AEO Exchange New Tentative Agenda for Sold-Out Sessions Friday, April 24 All of Wednesday's pre-conference sessions, starting at 8:00 AM 7:30 to 8:45 Committee Meetings and Continental are sold out and oversubscribed. If you signed up and your Breakfast registration was received after the cut-off date you will be con- tacted. 9:00 -11:15 Partnerships Plenary The response to the Microenterprise Training Institute was so 11:30 12:45 Lunch strong that AEO is planning a series of regional institutes to be 1:00 -2:45 Concurrent Training Sessions (originally offered at statewide meetings. Watch for more information. scheduled for Friday morning) 3:15 5:00 Concurrent Training Sessions MICROENTERPRISE TOURS 6:00 Motorcoaches leave for FUN night at the Torpedo Factory Meet working entrepre- neurs from the Washington Sessions Cancelled D.C. and Northern Virginia Thursday area. The Ethiopian Commu- MO11 Accessing Markets: the Internet and Specialty Food Entrepreneurs nity Development Corporation (ECDC) and FINCA. will be PA3 Microenterprise Development and Minority Organizations conducting bussed tours on PA8 Creating Partnerships with Job Developers both Thursday and Friday. On Friday Thursday. the ECDC Tour will Roundtables have been cancelled. Other opportunities to meet on-site will be offered. depart at 12:30 PM and FINCA MO4 So Your Non-Profit Organization Wants to Run a Business will run two cycles of tours beginning at 12:30 PM and 1:30 MO2-3 How to Build a Diversified Funding Base PM. On Friday, both tours will PD5 Innovative Program Design: Creative Ways to Expand, Improve, and Deliver depart at 2:30 PM. Tours will Microenterprise Programming leave from the area adjacent to Saturday the Virginia Microenterprise PA12 Building Effective Corporate Partnerships Network Concierge Desk. ET11 Beyond the Basics: Where True Empowerment Begins Please meet at least 15 minutes LE2 prior to departure and check in Using Partnerships to Support Peer Lending with the program staff person. PA10 Partnerships between Microenterprise Development and Housing Programs Preregistration is required, and LE10 Identifying Business Finance Markets each tour is $15. Space is RE6 Practical Outcome Measurements in Microenterprise limited. Please stop by the Registration Desk for details. Conference Updates: Open Immediately Association for Enterprise Opportunity 70 East Lake St. Suite 1120 Chicago, IL 60601 © Association for Enterprise Opportunity. 1998 Executive Director: Christine M. Benuzzi Editor: Mary Lou Egan 04/23/98 THU 05:11 FAX 002 May 7, 1997 Dear Friends: Thank you for inviting me to attend the Association for Enterprise Opportunity's Seventh Annual Conference and Membership Meeting in Omaha, Nebraska. I am grateful for organizations like the Association for Enterprise Opportunity that work to foster partnerships between public and private enterprise. In communities throughout our nation, there are individuals who have the initiative and the desire to take responsibility and work hard. If they are to succeed, they must be given tools of opportunity - - one of these is access to credit. Microcredit is an invaluable tool in alleviating poverty, promoting self- sufficiency and stimulating economic activity in communities throughout our nation and the world. As I travel across the country and around the world meeting with people, I listen to them share their stories about the opportunities microcredit has brought to their lives. The ripple effect from microcredit projects can lift individuals out of poverty, move mothers from welfare to work, create jobs, promote businesses and build capital in depressed areas. It is my hope that your dedication to and success with microcredit projects in your local communities will resonate throughout the nation and encourage others to invest in the economic and human potential in their own neighborhoods. Please accept my best wishes for a productive and enjoyable conference. Sincerely yours, Clinton Hillary Rodham Clinton FIRST LADY HILLARY RODHAM CLINTON VIDEOTAPED REMARKS FOR ASSOCIATION FOR ENTERPRISE OPPORTUNITY SIXTH ANNUAL CONFERENCE APRIL 23, 1996 Good morning. Although we can't join you in person, Secretary Rubin and I wanted to take this opportunity to congratulate the Association for Enterprise Opportunity and all your members on the important work you are doing to expand economic opportunity to all Americans. This is a vital undertaking, and your gathering comes at a crucial time. The basis for any long-term solution to poverty rests in a community's ability to help those living in poverty raise their own incomes. Low-income Americans are capable and hard-working. What they lack is not initiative, but opportunity and access to credit. As one woman working to establish her small business in Colorado said to me, "Too many great ideas die in the parking lots of banks." Members of AEO know the importance of microenterprise. You have provided people across our country with opportunity -- the opportunity to borrow small amounts of money and prove that all kinds of people are credit-worthy. You have given people the opportunity to gain technical knowledge, to start small businesses to bring some great ideas to life, and most important, to improve their own lives and the lives of their families. In my travels throughout our country and around the world, I have seen first-hand the transforming effects small loans can have, especially for women and their families in both the developing and developed world. At the Grameen Bank in Bangladesh, I encountered women who told me how they were achieving economic security. I met a woman who used a small loan to buy a milk COW. After she paid off the loan with proceeds from the milk, she took out a loan for another COW. After repaying that loan, she decided it was time for her husband to help increase the family income. She took out a third loan to buy him a rickshaw. And I met a woman in Chile whose whole outlook on life was changed by the fact that someone took a risk and lent her money to buy a sewing machine. She said she felt like "a bird freed from its cage" when she received her first loan. Whether it is for a milk COW in Bangladesh or for a computer in Chicago, women and men need help, encouragement -- and credit -- to make that first investment. Here in the United States, we are working to build up a micro-enterprise network. It is still very young, but already several hundred programs, most of them represented here today, have enabled tens of thousands of Americans to gain access to credit and training as well as something more fundamental: self-respect and self-sufficiency. Some of the people served by these programs are on welfare, but they are creating a better future for themselves and their children. And they just needed a little help -- a jump start -- to realize their own potential. But too often that jump-start is hard to come by. I became a believer in microcredit years ago, when my husband was governor of Arkansas. We combined elements of the Grameen Bank and Chicago's South Shore Bank to create a development bank and a borrowing fund that began to make the kind of investments in that state that we wanted to see throughout the country. Last year at the United Nations Fourth World Conference on Women, where I was privileged to represent our country, the United States made two commitments to further self-employment and micro-enterprise in the United States. First, the President established a new Presidential Awards program to honor outstanding and innovative programs that provide access to credit, training or technical assistance to microentrepeneurs and potential microentrepeneurs. Today, we are happy to announce the formal structure and specifics of these awards. The President also directed the Treasury Department to coordinate microenterprise programs across a number of our federal agencies to ensure that those programs are doing the job they were designed to do. Additionally, the United States will continue to support microenterprise in developing countries through USAID. In today's global economy, microenterprise development needs to become a key element in providing economic opportunity for women and men everywhere in the world. I now have the pleasure of introducing Treasury Secretary Robert Rubin, who will discuss the Administration's initiatives and particularly the development of the Presidential Awards for Microenterprise Excellence program. ### THE WHITE HOUSE Office of the Press Secretary For Immediate Release February 3, 1997 REMARKS BY THE FIRST LADY AT THE MICROCREDIT SUMMIT Sheraton Washington Hotel Washington, D.C. MRS. CLINTON: Thank you very much. Thank you, choir, that was wonderful. I got to listen to you as I stood outside. I am thrilled to see such a turnout for this summit, which is one of the most important gatherings that we could have anywhere in our world, to talk about what is possible for raising the sights and aspirations of people, giving them the tools of opportunity, expanding access to credit and creating conditions in which men, women and children will be able to make for themselves better lives. I'm very grateful to all who have made this summit possible, particularly to the co-chairs, to the heads of state who are gathered, to other distinguished guests, to the Results Educational Fund, to many of the private corporations and other foundations that have helped to sponsor this important gathering. This is truly an historic occasion. Microfinance is a subject that is near and dear to all of our hearts who are gathered here. And this first global summit on microcredit offers an unprecedented opportunity for us to draw attention to the successes of microcredit in developing countries, as well as in applications in advanced economies around the world. By bringing together experts from every continent we will be able to learn from each other's challenges and achievements, and apply those lessons within our own borders. I hope that this conference will engender new understanding of microcredit and its potential to transform the lives of individuals, their families, their communities and their nations. Although it is called "microcredit," this is a macro idea. This is a big idea, an idea with vast potential. Whether we are talking about a rural area in South Asia or an inner-city in the United States, microcredit is an invaluable tool in alleviating poverty, promoting self-sufficiency and stimulating economic activity in some of the world's most destitute and disadvantaged communities. I first heard about microcredit more than a decade ago when my husband, then the governor of Arkansas, and I were involved in looking for ways to create economic opportunity in the poorest sections of one of the poorer states in the United States. We had heard about the work of the Grameen Bank in Bangladesh and about the work that the South Shore Bank in Chicago. And we reached out to representatives of both to explain to us how this idea of very small amounts of credit could make such a difference. I remember well when we met with Muhammed Yunus in the Governor's Mansion in Little Rock in 1986. We sat there and listened as he told us how the idea which he had had as an economics Ph.D. and then a teacher back in his home in Bangladesh began to be put into practice. He offered advice as the project in Arkansas got off the ground. Within a few years we, too, could see how the fruits of theGood Faith Fund, as the project in Arkansas was called, were beginning to take root. It was so contrary to conventional thinking about finance and economic development. And, yet, before our eyes and based on reports from Bangladesh and India and Chicago and elsewhere, we knew something important was happening that had escaped the notice of many who worked in development, of many who were in finance departments of governments. And both my husband and I were determined that the concept of microcredit would have universal relevance. We looked for ways to apply microcredit in America, taking the best of the principles and values that it represented, but making it sure that it could be put into practice in different settings. Now, more than 10 years later, we can look around this room, from one end to the other, and appreciate the power of Muhammed Yunis' vision. And we can celebrate the courage and dedication it has taken on the part of all of you today -- pioneers in microfinance, lenders in microcredit enterprises, representatives of government and private business and foundations and grass-roots community organizations from all over the world -- the courage that it took to come and understand how the conventional wisdom about poor people and economic opportunity was no longer adequate. (Applause.) To really understand the significance of this summit one must recognize that you are here because you have broken a paradigm, you have gotten out of the conventional box of thinking about the poor, about economic opportunity, about the partnership between the public and private sector. It is this type of unconventional thinking that we need more of in our world today, to address the problems that all of us confront. (Applause.) I know those of us here understand that microcredit is a tool -- not the only tool, but we believe an important tool available to promote economic and social development. We have seen with our own eyes in the last several decades how the global economic revolution has transformed lives, many for the better. People with opportunities in places that never thought or dreamed they could see clean water, roads, their children attending school, access to health care. And yet, we also know that global economic change has not only made winners, it has over the next five years. (Applause.) As I said last week at the White House when we were celebrating microcredit, there are millions of people in our country as there are millions of people in all the nearly 100 countries represented here who are brimming with initiative and desire to take responsibility and to work hard. But they need what I call the tools of opportunity, and one of those tools is access to credit For too long, many people -- not only the poorest of the poor, but working people and others have had to turn to the lenders in the community that extract great price and cost for the credit money that they give. Others have been shut out completely from any kind of access to credit. And the result has not only been to depress their opportunities, but to depress that of those in their families and in their communities. menned Later today, I will visit a microcredit project right here in Washington, D.C. one of the FINCA USA projects. I spent time with a FINCA borrowing group in Managua, Nicaragua, and I'm looking forward to hearing from the borrowers in this group here in Washington -- how that model is working for them. What we are finding is that modest loans are transforming lives, reclaiming villages and rural areas and cities from decay and decline, and helping to reduce the number of people living in substandard conditions or extreme poverty. I have seen that with my own eyes. Many of you are veterans of microcredit who are here, but others of you have come for the first time to learn how this concept can be translated and transplanted where you live. And others of you in the press are finding this a new idea, something you had not really focused on before. And still others in government and private business are looking for ways to help the economic development of people in the communities that you serve. And I want to take just a few minutes to visualize why I am such an admirer and supporter of microcredit; why I believe that it has such great potential. So I brought with me some of the pictures that I have had taken as I have traveled to various continents and countries looking at microcredit efforts, and if I could I'd like to show them to you as I talk a little bit more about why they make such an important difference. I want to start with a picture from India, and those of you who are familiar with SEWA and I believe that Ela Bhatt is here and will be speaking -- know how important the Self-Employed Women's Association has been. This group has made it possible for very poor Indu women to learn about finance, to borrow money, to be part of a bank, to save money. And when I visited I met with hundreds of women, some of whom had walked for 12 or 15 hours to come to meet with me, to tell me what those initial small loans meant. And I want to emphasize that it was not just stories about what the loans bought and what they were able to do with the loans, it was the entire of sense of self-worth and potential that those loans created in the women that made the biggest impression on me. Women stood up and said that they had been vegetable vendors in the markets and had been abused by police officers, others of authority, with no place to turn to try to keep their businesses going when times were difficult. They told me of working on their family farms, eking out a living in very hard soil with little equipment and little support. And yet, woman after woman stood up and said to me that since they had become members of the Self-Employed Women's Association, they were no longer afraid. They were not afraid to speak up for themselves, to find their place in their family and their village, to help contribute to the income that made it possible for them to think of sending a child to school or having a child get the health care that child needed. Many of you will find and be able to relate the same kinds of experiences that I have had. And I hope that as we talk about microcredit and as we look at the physical manifestations of loan, ledgers, and I have reviewed of businesses that have been started, of milk cows that have been bought, we will also not forget that you are seeding those people with a dream and a hope that they will be functioning members of society whose children's lives will be better. I've also seen firsthand what happens in Bangladesh, and for anyone interested in microcredit you know that it is a journey to the Grameen Bank that is often part of the learning experience because of the longtime efforts that have been undertaken there. When I visited with a group of women in a village outside of Jasore, I realized that I was visiting a Hindu village, and my schedule did not permit me to go down the road further to visit a Muslim village. And I wanted to see women from both communities who were participating with Grameen. The women in the Muslim village came to the Hindu village, the first time there had ever been such participation together. Never had there been a meeting like that. And I listened as 150 Hindu women and 150 Muslim women told me how their lives had been transformed by virtue of earning income. These women had lived much harder lives than any I could even imagine, and yet they were filled with hope about their future. And one of the reasons is that Grameen doesn't just extend credit, as many of you know. It tries to put the women and the men who are borrowers not only in borrowing groups for credit purposes, but to help support one another in solidarity, to build stronger families and communities. Each person who joins the bank has to abide by 16 decisions or principles that range from the mundane such as "we shall build and use pit latrines," to the much more difficult to explain and understand -- "we shall not inflict injustice on anyone; neither will we allow anyone to do so," or "we shall always keep our children and the environment clean." There is even one principle against dowry, which is extraordinary considering the attitudes in many of those communities about the proper role of women and certainly the importance of dowry. As each woman waits her turn to get a loan, she knows she cannot borrow money until the woman before her has repaid her loan. So there is a built-in incentive to support each other's enterprises. I saw women making steel and concrete beams they can sell to other women who use them to build houses with loans from Grameen and I visited such a house. So a whole self-sustaining market is created within one village. Grameen also in Bangladesh attempts to work with children to change attitudes about what is possible for them. Here there was a skit performed in which some of the young children, young boys and girls, were talking about attitudes that were held about education, and in particular, whether or not girls should be educated as well as boys. And by performing that skit, they were serving notice that they understood there was another way, another idea of what could be possible for them. And so when you go to Bangladesh, and you see, as many of you have, what Grameen means, just like what the Self-Employed Women's Association means in the lives of these women, their husbands, their families, it makes it clear that we're talking about not only economic transformation, but social transformation as well. (Applause.) USA Some months later, I visited a microenterprise project in Denver, Colorado, here in the United States. In this case women, many of them Hispanic Americans, received career counseling and vocational training, and entrepreneurial technical assistance. It is provided by a group called Mi Casa. And here, the women were explaining to me what it meant for them to finally be taken seriously. Many had been on welfare or were just off welfare, and they were looking for an opportunity to take the skills that they had acquired and turn them into income. Many of those women were good bakers, good seamstresses. They could make alterations. They could provide food for small restaurants. But they didn't, as we hear so often, have access to credit to get started. One woman said to me something I have never forgotten, when she described to me what it was like trying to go to her local bank. She did not have any traditional collateral, but she was a hard worker. She's always worked for other people. She had a good product to sell. But she was turned away because the amount of money that it would have taken for the bank to process her loan was not, in the bank's eyes, worth the investment. And she said, too many great ideas die in the parking lots of banks. (Applause.) And one of the hopes I have is that conventional banking will understand that there is an economic opportunity, a market niche for those willing to service this community. I certainly was impressed by that when I was in Managua, Nicaragua, meeting with women in a borrowing group shortly after the United Nations Fourth World Conference on Women in Beijing, where the platform of action included a commitment microcredit. And as I have said, and as the President's said, much of the work that we are doing in the United States to advance microcredit is in part a fulfillment of our responsibilities under that platform of action. (Applause.) I went here to the weekly meeting of the FINCA Group and there were about 30 women who described how they had received small loans to start neighborhood bakeries, seamstress shops -- one was making mosquito netting; one was selling auto parts door to door. I was surprised and very excited when several of the women not only gave me their products, but also asked me what I had been doing in India because some of them had seen on television some pictures of my trip to the Self-Employed Women's Association. They wanted to know what the women there were spending their money on and what businesses they were starting. And I felt that there was an opportunity for this to be literally a global movement, with people learning from each other and supporting each other. And this is exactly what this summit means to do. I've also been impressed by the work I've seen in Santiago, Chile, where community bank relies on peer networks to promote and sustain local miicrobusinesses. Here in a local market I met the vendors who were showing their commitment to the bank by putting up awnings in matching blue and yellow to demonstrate that they were part of microenterprise. Most memorable to me was a woman who told me that as a seamstress she could not compete with the larger factories, and yet she knew there was a market for her work because she had many people who had come and asked her to make something for them but she did not have the capacity to do so. With a small loan, she was able to buy a high-speed sewing machine and replace her old, antiquated one. She said that when she got that new sewing machine she felt like a caged bird set free. And that is a good a way to describe how many of the people I have met seem to feel when given the opportunity. I saw that again firsthand recently in La Paz, when I met with borrowers at Banco Sol and had a chance to visit the bank itself -- a physical place that is dedicated to microcredit. And the people there were very proud of what they had accomplished. And the United States is pleased that this bank, now the largest bank in Bolivia, was initially supported through a loan from USAID. It is the first commercial in the world completely dedicated to microlending. The default rate is extremely low, about 2.2 percent; and the repayment rate, obviously, extremely high. I often say to my banker friends that if they had customers like these people, who paid off their loans at 95, 97, 98 percent, they would be very happy. And I think if more banks understood -- (applause) the tenacity, the commitment, the entrepreneurial spirit of people like these who are given a chance to help themselves, we would go a long way in not only extending credit, but in eliminating many of the unfortunate stereotypes about people who are put poor. (Applause.) Anyone who has worked with microcredit or seen its impact around the world as I have will testify that those stereotypes are just plain wrong. Most people who are eligible for microcredit around the world work as hard as they know how, from sunup to sundown, and sometimes for many hours before and beyond. And yet, too often, those of us in positions of influence or authority or power dismiss them. We seem to have a belief that if they are poor, they are meant to be poor and will always remain poor. Yet many of us come from families, generations back who themselves were poor, and through hard work and sometimes lucky breaks and opportunities an extended helping hand, we were able to climb our own way out of poverty and to have the benefits that that gave us and our children. These microcredit projects are proof of what we can unleash if we invest in the economic and human potential of all the world's citizens. I am heartened that so many commercial banks and finance ministries and others around the world are beginning to show such an interest in microcredit. We know that this is not the only answer; we still need investments in education and health, infrastructure in many parts of the world, but we know that this is a critical component of what will work in nearly any setting we can define. It is becoming increasingly obvious that this tool not only transforms lives but lifts communities and societies as well. And that, after all, is what this summit is about. It is not just beneful about giving individuals economic opportunity, it is about community, it is about responsibility. It is about seeing how we are all interconnected and interdependent in today's world. It is recognizing that in our country the fate of a welfare recipient in Denver or Washington is inextricably bound up with all of ours. It is understanding how lifting people out of poverty in India or Bangladesh redounds to the benefit of the entire community and creates fertile ground for democracy to live and grow because people have hope in the future. So I think all of you who have helped to make the pictures that I've shown a reality, who have been advocates on behalf of microcredit and the concepts of community and responsibility that it represents, and I hope that as a result of this summit, many, many more people will understand how microcredit can transform lives, will learn lessons on how to do it right -- (inaudible) -- all of us will recognize that as we move toward this 2 st century, we have an opportunity that has seldom come, if ever, in the history of humankind. We have a world that can, with technology, democracy, free enterprise, extend the benefits of prosperity and peace to countless millions whose lives can be lifted up. So, for all of us, I hope that we will go forward from this summit more convinced than ever that providing economic opportunity, giving people a chance to be responsible, building community can happen everywhere if we have the will to make it so. Thank you for what you're doing. Godspeed on the work ahead. (Applause.) END SBA Jermy Demyups : M Temuco 8 AKUAEL / Chiis his Sale ad CEO 6 Jamie Danisus u APR-23-1998 11:10 P.01/06 COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFI) FUND U.S.DEPARTMENT OF THE TREASURY FACSIMILE TRANSMITTAL SHEET TO: KATY BUTTON COMPANY: OFFICE OF THE FIRST LADY FAX NUMBER: 456-6244 FROM: Bill Luecht, Public Affairs Officer, CDFI Fund DATE: TOTAL NO. OF PAGES INCLUDING COVER: April 23, 1998 6 RE: Per your voice mail message X URGENT FOR REVIEW PLEASE COMMENT PLEASE REPLY PLEASE RECYCLE NOTES/COMMENTS: Katy- Sorry I missed you when I called. Per my voice mail to you, attached is the section of the press release from the Presidential Awards ceremony last year which outlines the various federal programs supporting microenterprise development. It may be a little out of date, but hopefully it will help. I'll be heading back to the conference this afternoon. If you have any questions and need to reach me, my pager number is 1-888-617-1851. Bill damus 5 den the and Teal APR-23-1998 11:10 P.02/06 FEDERAL PROGRAMS SUPPORTING MICROENTERPRISE DEVELOPMENT There are several federal programs that support microenterprise development efforts in the United States in addition to the Presidential Awards for Excellence in Microenterprise Development. The following are the primary programs that support these efforts, and a list of the Presidential Award winners who have received funding through these programs. Some of the Presidential Award winners have received funds from other federal sources that are less specifically-targeted to microenterprise development; these programs are not listed below. U.S. Department of the Treasury Microenterprise Initiatives Community Development Financial Institutions Fund The CDFI Fund is charged through a presidential memorandum with implementing two microenterprise programs. The first is the Presidential Awards for Excellence in Microenterprise Development. The second is an interagency effort to coordinate microenterprise programs administered by the Federal agencies and departments. The Fund will be convening the first formal meeting of the interagency effort in the next few months. The contact person for the Presidential Awards for Excellence in Microenterprise Development is Jeannine Jacokes, CDFI Fund, (202) 622-8662. The contact persons for the CDFI Fund's interagency effort are Jeannine Jacokes and Joyce Klein, (202) 622-8662. Community Development Financial Institutions (CDFI) Program Community Development Financial Institutions Fund The CDFI Program makes grants, loans, and other investments in community development financial institutions (CDFIs). CDFIs include community development banks, credit unions, loan funds, venture capital funds, and microenterprise loan funds. In July of 1996, the CDFI Fund awarded $37.2 million to 32 community development financial institutions. Among these awardees were two microenterprise organizations, and several other community development financial institutions that include microlending as part of their community financing efforts. Two of the Presidential Award winners -- Cascadia Revolving Fund, and ACCION Texas of the ACCION U.S. Network -- have received assistance through the CDFI Program. The contact person for the CDFI program is Bill Luecht, (202) 622-8662. January 30, 1997 APR-23-1998 11:11 P.03/06 Bank Enterprise Awards Program (BEA) Community Development Financial Institutions Fund The BEA program provides incentives for traditional banks and thrifts to invest in CDFIs -- including microenterprise loan funds -- and to increase their lending and provision of financial services in distressed communities. In October of 1996, the CDFI Fund awarded $13.1 million to 38 banks and thrifts that participated in the BEA program. The contact person for the BEA program is Jeannine Jacokes, (202) 566-6640. U.S. Small Business Administration Microloan Demonstration Program Office of Financing The SBA Microloan Demonstration provides loans and technical assistance grants to intermediaries that make loans of less than $25,000 to entrepreneurs. It also provides grants to microenterprise organizations that provide technical assistance to low-income individuals to assist them in securing private sector business financing. To date, the Microloan Demonstration has loaned more than $68.9 million to microenterprise intermediaries, with no loss to the federal government. There are currently 103 lending intermediaries and 23 technical assistance providers participating in the program. The demonstration period ends this fall, and Congress will be considering the status of this program. Two of the Presidential Award winners -- the Women's Self-Employment Project and the North Carolina Rural Economic Development Center -- participate in the Microloan Demonstration Program. The contact person for the Microloan Demonstration Program is Jody Raskind, Office of Financing, (202) 205-6497. Women's Business Demonstration Program Office of Women f Business Ownership The Women's Business Demonstration Program provides three-year grants to organizations that provide assistance to women-owned businesses. Most of the businesses assisted are microenterprises. Fifty-four programs in twenty-eight states and the District of Columbia have received grants to date. The Demonstration received a $4 million appropriation in FY1997. The contact person for the Women's Business Demonstration Program is Robin Diamond, (202) 205-3850. January 30, 1997 APR-23-1998 11:11 P.04/06 U.S. Department of Health and Human Services Job Opportunities for Low-Income Individuals Program (JOLI) Office of Community Services The JOLI program provides three-year grants to nonprofit organizations engaging in demonstration projects aimed at creating jobs for low-income individuals, particularly welfare recipients. The program has funded a number of microenterprise programs, and has been a key source of support for microenterprise organizations placing a special focus on welfare recipients and very low-income individuals. The JOLI program received a FY1997 appropriation of $5.5 million. This enables the program to make ten three-year grants of up to $500,000. One of the Presidential Award winners, the Women's Self-Employment Project, has received three grants from the JOLI program. The contact person for the JOLI program is Nolan Lewis, Office of Community Services, (202) 401-5282. Micro-Enterprise Development Project Office of Refugee Resettlement Provides grants to states and public or private non-profit organizations providing microenterprise services to refugees. Targeted refugees are those receiving public assistance, at risk for receiving public assistance, and lacking the ability to secure small loans. The Office of Refugee Resettlement provided over $2.3 million in grants in FY1996. One of the Presidential Award winners, the Women's Self-Employment Project, has received a grant from the Office of Refugee Resettlement. A second award winner, the Cascadia Revolving Fund, served as a partner and subcontractor to another grantee under the Micro-Enterprise Development Project. The contact person for the program is Carmel Clay-Thompson, Office of Refugee Resettlement, (202) 401-4557. U.S. Department of Labor Self-Employment Assistance Program (SEA) Unemployment Insurance Service, Employment and Training Administration The North American Free Trade Agreement legislation gave states the authority to allow recipients of unemployment insurance to pursue self-employment. States that pass enabling legislation can pay "self-employment allowances" in lieu of regular unemployment benefits to dislocated workers who choose to start a business. Only January 30, 1997 APR-23-1998 11:12 P.05/06 individuals who are likely to exhaust their unemployment benefits may participate, and states are required to provide self-employment training and assistance to unemployment insurance recipients pursuing this option. Ten states have enacted authorizing legislation, six states have implemented the program, and programs are operational in five states. Federal authorization for this program expires at the end of 1998. The contact person for the Self-Employment Assistance Program is Tom Edwards, (202) 219-6871. U.S. Department of Agriculture Rural Business Enterprise Grants Rural Business - Cooperative Services, Specialty Lenders Division Rural Business Enterprise Grants help public bodies, non-profit corporations, and federally recognized Indian Tribal groups to finance the development of small and emerging private business enterprises located in rural areas. Grant funds can be used to support the costs of a wide range of business-development activities, including developing and acquiring land; constructing buildings and streets; refinancing; obtaining business technical assistance and associated training; and financing business start-up and working capital. Two of the Presidential Award Winners -- Working Capital and the Nebraska Microenterprise Partnership Fund -- have received funding from the RBEG program. The contact for the program is Carol Boyko, Rural Business - Cooperative Service, Specialty Lenders Division, (202) 720-0661. U.S. Department of Housing and Urban Development Community Development Block Grant Community Planning and Development In the 1992 reauthorization of the CDBG program, microenterprise development was included as an eligible activity. Although only a small proportion of total CDBG funding is used to support microenterprise activities, this is an increasingly important source of funds for local microenterprise programs. For example, many state governments that support microenterprise do so by providing funds out of their Small Cities Block Grant allocations. Three of the Presidential Award winners -- Cascadia Revolving Fund, the Nebraska Microenterprise Partnership Fund, and the Women's Self-Employment Project -- have received funds through the CDBG program. The contact for the CDBG program is Ken Williams, Deputy Assistant Secretary, Grants Programs, (202) 401-6367. January 30, 1997 11:12 P.06/06 Empowerment Zones/Enterprise Communities Community Planning and Development The Enterprise Zone and Empowerment Communities program provides incentives to enable communities to enhance economic opportunities within distressed urban neighborhoods and rural areas. Four types of federal incentives are provided: (1) tax incentives; (2) flexible block grants; (3) waivers and flexibility with existing federal resources; and (4) priority consideration for discretionary federal programs. The application for the program required communities to come together to create a strategic plan for utilizing the federal tools. More than 100 Empowerment Zones and Enterprise Communities were designated in 1994 through a competitive application process. One of the Presidential Award winners -- the ACCION Texas affiliate of the ACCION U.S. Network -- has received funding through the EZ/EC program. The contact for the EZ/EC program is Julian Potter, Director, EZ/EC Initiatives, (202) 708-6339. TOTAL P.06 APR 23 '98 06AM P.1/4 U.S. Small Business Administration Fax Transmission Cover Sheet SBA The U.S. Small Business Administration offers opportunities for all Americans to start, build and To: Christie Macy grow their own businesses into the 21st century. Did you know that in fiscal year 1997 Organization: White House the SBA - maintained a guaranteed-loan portfolio of more than $29 billion in loans to 200,000 small busi- Phone: Fax: nesses that otherwise would not have had such access to capital? Date: Time: backed over 49,400 loans totaling a record $10.9 billion to America's small businesses? Number From: of Rages (including this page): Lehnn Oliver made a record 2,700 investments worth $2.37 bil- lion through its venture capital program? provided a record 50,000 loans totaling $1.1 bil- Office: SBA lion to disaster victims for residential, personal- property and business losses? extended management and technical assistance Phone: Fax: to nearly 900,000 small businesses through its 12,400 Service Corps of Retired Executive volunteers and approximately 1,000 small busi- ness development center locations? Message: assumed a leadership role in the President's Welfare-to-Work Initiative by encouraging entrepreneurship and linking small businesses with potential employees? Did you know that America's 23 million small businesses - employ more than 50 percent of the private workforce, generate more than half of the nation's gross domestic product, and are the principal source of new jobs? Note: Be aware fax machines using thermal paper produce an unstable image which will deteriorate. Copy messages onto plain paper prior to filing as Call us at 1-800-U-ASK-SBA a record! or visit our website at www.sba.gov CONFIDENTIALITY NOTE: The information contained in this facsimile transmittal sheet and the document(s) that follow are for the exclusive use of the addressee and may contain information protected by the Privacy ACI. 5 U.S.C. 552a. or otherwise confidential. privileged. or non-disclosable information If the recipient of this facsimile is not the addressee or is not the person responsible for delivering this facsimile to the addressee. the recipient may violate the law by reading. photocopying, distributing or otherwise using this facsimile transmission or its contents in any way. If the recipient has received this facsimile transmission in error, call the sending office immediately. SBA Form 959 (04/98) Previous editions are obsolete. [ I - APR 23 '98 11:07AM P.2/4 Microenterprise Briefing Paper Administrator Alvarez, Chile, April 1998 Domestic Industry Domestic microenterprise development sites were established in late 1980's at several independent sites around the country, notably in Pine Bluff, Arkansas, at the Good Faith Fund and Iowa City, Iowa, at the Institute for Social and Economic Development. In 1991, SBA entered the field when legislation was enacted establishing the Microloan Demonstration Program. SBA Microloan Program goal is to provide access to credit to those individuals and businesses which cannot access traditional financing institutions and, to provide integrated business based technical assistance to microborrowers. Under the program, SBA makes loans and grants to non-profit intermediaries that make microloans and provide technical assistance to very small businesses. In June, 1992, SBA funded its first 37 organizations. Since 1992, SBA has provided approximately $67 million in microloans to over 6,700 microbusinesses. Approximately 45% of SBA funded microloans have been made to women, 40% to minorities. The SBA Microloan Program filled a gap in rural lending with over 35% of the microloans reported being made in Rural areas. Business based Technical Assistance (TA) is available to all microborrowers under the SBA program. Other domestic funders include the Department of Agriculture, the CDFI fund, private foundations, banking consortiums, state and local government and individual private sector supporters Domestic Concerns Expansion without sufficient funding for Technical Assistance; The industry is interested in seeing microloans made available nationwide. However it is concerned that without appropriate technical assistance funding, lenders will be at risk with weakened portfolios and inadequately supported small business owners. Microlending as the panacea for welfare to work; While the industry has long been active in moving people toward self sufficiency, we must be realistic in our understanding that only a small percentage of welfare recipients are oriented toward entrepreneurship. HILLARY RODHAM CLINTON TALKING POINTS MICROENTERPRISE EVENT TEMUCO, CHILE APRIL 18, 1998 Thank you, Victoria Gonzalez, for that introduction, and thank you and Mayor Castillo for the tour. It's been such a pleasure to come to this mercado today, and to have had the opportunity to visit with some of the women entrepreneurs here who are lifting up their lives, and the lives of their families, through their wonderful businesses. You are all here because you were filled with good ideas, and the desire to take responsibility and to work hard. What you needed were the tools to take those ideas and turn them into businsses. And thanks to the training you got, and the small loans you recieved, you transformed your ideas into these wonderful flowers and crafts and other products that I have just had the pleasure of seeing. I've witnessed many examples today here in Temuco of what is being accomplished all across Chile when people work together, at the community level, to open up opportunities for themselves and their communities. I've visited a Mapuche cultural center, where people from the community and the non governmental organizations are working as partners to boost the educational opportunities for their children. And I've visited a health clinic, where the government and the local doctors are sharing resources and medical knowledge to meet the health needs of the indigenous population. And here, I see a successful micro credit project -- supported by public funds and charitable organizations -- that are helping you and SO many more out of poverty, and giving you the opportunity to be self sufficient. I've had the privilege of travelling to many communities like this around the world, and talking to women like yourselves about how they have changed their lives through these small microenterprise projects. But the story I remember most was from a woman I met in Santiago a few years ago. She told me she worked as a seamstress, but knewshe could be far more productive if she only had a new sewing machine. She said when she got her new sewing machine, she kissed it. She said she felt like a caged bird set free. That was a wonderful image to describe what so many people feel when given an opportunity to contribute to their family, their community, their nation. As we meet here in Temuco today, the democratically elected leaders of our hemisphere are meeting in Santiago at the Summit of the Americas. They are discussing how all of their nations can contribute to economic growth and stability of the hemisphere, improve the quality of life for their citizens, and strengthen democracy Among the Summit documents they will be signing is a commitment to strengthen the development of micro and small and medium size enterprises -- particularly for women. It calls for three important things that I believe will help all of you. 1) Getting you the training and know how to expand and buildd your businesses. 2) Seeking a lot more money from the World Bank, the IDB, and other bilateral donors to offer more loans to micro enterpreneurs thoughout the Americas. (I know that the IDB plans to boost its lending by $4-500 million, and I can promise you USAID will increase its grants to support microfinance by $120 million over the next 3 years. And 3) A commitment that governments look at their laws and regulations so that microfinance institutions like the Residencias Universitarias Femininas can grow and become banks, and that commercial banks can open micro finance windows that let you in. I wish those leaders could be here today, and to see what can be accomplished when people with innovative ideas and deternination to do better are given the tools to improve their lives. If these leaders were here in Temuco with us, they would see with their own eyes how right their Summit is to call for expanded micro-credit and greater economic opportunities for women. Because programs like this work. And we need more of them. Yet while the government has taken a leading role in these critical areas -- like education, and health, and micro-credit -- that is only the beginning. It's the partnerships we build, here at the community level, that truly transform lives, and fulfill dreams. What we see here is what can be accomplished when everyone -- the U.S. Inter- American foundation, the Spanish government's AID program; the non-governmental organizations like RUF and Inerned, and citizens like yourselves, all come together to open up opportunities for people to rebuild their lives. These partnerships are the building blocks of a better life for the citizens of this community. But they are also the building blocks for an even stronger democracy throughout Chile, and throughout this hemisphere. I look forward to hearing from all of you this afternoon. I want to hear you talk about your experiences and the challenges you continue to face in making your small businesses succeed and grow. And I know that in your stories, I will hear the voices of progress, and the hope for a better future. And perhaps I will see the wings of that bird that has escaped from its cage to freedom. U.S. Small Business Administration SBA Tax Transmission Cover S eet Championing America's Entrepreneurs To: Christie Macy Did you know the SBA Organization: Office of the First Lady Has a portfolio guaranteeing over $29 billion in loans to 200,000 small businesses that otherwise would not have had such access to capital? Telephone: Fax: 202//456-5709 Guaranteed over 52,700 loans totaling $10 billion Date: April 23, 1998 Time: 12:01 PM to America's small businesses in fiscal year 1996? Number of Pages (including this page): 3 Last year extended management and technical assistance to nearly 850,000 small businesses From: Jenny Dominguez through its 950 Small Business Development Centers and 13,000 Service Corps of Retired Executives volunteers? Office: the Administrator Provided more than 38,000 loans totaling $987 million to disaster victims for residential, Telephone: 202/205-6684 Fax: 202/205-6230 personal property, as well as business losses in fiscal year 1996? Has 7,000 private sector lenders as partners Message: providing their capital to small business? As per our earlier conversation, enclosed please Has increased its venture capital program with find information from the Mapuche woman, one of more private capital in the past two years than in the ladies Mrs. Clinton visited during her visit to a the previous 15 years combined? 57234 microenterprise in Chile. I traslated her e-mail Provides loan guarantees and technical assistance and have enclosed both English and Spanish to small business exporters through U.S. Export versions. Hope this is useful. Assistance Centers in 15 cities? Can be contacted through the SBA Home Page on the Internet (http://www.sba.gov)? Can respond to written small business questions through the U.S. Business Advisor on the melen Internet (http://www.business.gov)? Sanjoy Did you know that America's 22 million small businesses Employ more than 50 percent of the private workforce, Generate more than half of the nation's gross Gupta Note: Be aware fax machines using thermal paper produce an unstable image domestic product, and which will deteriorate. Copy messages onto plain paper prior to filing as a record! Are the principal source of new jobs? CONFIDENTIALITY NOTE: The Information contained in this facsimile transmittal sheet and the document(s) that follow are for the exclusive use of the addressee and may contain information protected by the Privacy Act, 5 U.S.C. 552a, or otherwise confidential, privileged, of non-disclosable Information. If the recipient of this facsimile is not the addressee or is not the person responsible for delivering this facsimile to the addressee, the recipient may violate the law by reading. photocopying, distributing or otherwise using this facsimile transmission or its contents in any way. If the recipient has received this facsimile transmission in error, call the sending office immediately. SBA Form 959 (3/97) Previous editions obsolete Federal Regyling Program Printed on Recycled Paper 10'd INVESTMENT DEPT. APR-23-1998 12:26 Dominguez, Jenny From: CEDM Liwen[SMTP:[email protected] Sent: Wednesday, April 22, 1998 1:18 PM To: Dominguez, Jenny Subject: para Chris Sale English text translated: Hello! My name is Soledad Milacura; I am a Mapuche and we met during Mrs. Hillary Clinton visit to Temuco, Ninth Region of Chile a few days ago. On that occasion, I promised to send you information on our microenterprise. Our organization is called Traditional Mapuche Food and Beverage Wvf Ko (which means water that springs from mapudungun), established in August 1996, through a project for the National Corporation for the Development of Indigenous Peoples (CONADI, from its Spanish acronym) We are 4 young Mapuche women from different zones and regions. Our main objective in developing this type of enterprise is to market, promote and rescue our traditional Mapuche cuisine through a food and beverage service in authentic tradition. Our proposal arises from a true feeling to maintain alive and project the essential cultural identity of our people, as well as to share our values and culinary expertise with those not of Maphuche origin in view of contemporary intercultural relations, especially for city dwellers. We also endeavor to generate added income for our families without impactiong our culture, and to generate employment and compete with the outside world. We know that we lack experience regarding business management and administration, and this is why I am very interested in getting in touch with other women working on similar projects. If possible, could you please send me information in this regard on what your administration does. I greet you once more.... Soledad Millacura Antilaf Wvf Ko CEDM Liwen Centro de Estudios y Documentación Mapuche e-mail : [email protected] Voz - Fax : 56 45 ) 235 Carrera 165, Temuco, Chile Spanish text as recieved: Me complace saludarle, mi nombre es Soledad Millacura, soy Mapuche y nos conocimos en la reunion que sostuvo la Sra. Hilary Clinton en la ciudad de Temuco, Novena Región de Chile, hace unos dias atras. En esa ocasion me comprometi a enviarle informacion sobre nuestra microempresa. Nuestra entidad se denomina Servicio de Cocteleria y Comida Tradicional Mapuche Wvf Ko (lease wüf ko, significa agua que brota en mapudungun), nace en agosto del año 1996, a traves de un proyecto presentado a la Corporacion Nacional de Desarrollo Indigena, CONADI, somos 4 jovenes mujeres mapuche provenientes de diferentes zonas y realidades. El objetivo primordial que nos mueve a involucrarnos en una empresa de esta naturaleza es conocer, Page 1 20 ° d INVESTMENT DEPT. 12:22 TOTAL P.03 rescatar y difundir los alimentos tradicionales Mapuche bajo la forma de un servicio de cocteleria, pretendiendo recrear un elemento cultural propio, de particular importancia y trascendencia. Nuestra propuesta obedece a un sentimiento sincero por mantener vivo y proyectar un esencial valor cultural de nuestro pueblo, busca tambien compartir nuestros valores y conocimiento culinarios hacia el publico no mapuche en el espacio caracteristicos de las relaciones interculturales contemporaneas como lo es la ciudad. Otro de nuestros objetivos es poder generar ingresos, sin que necesariamente se vea afectados nuestros intereses culturales, generar mano de obra y competir con el medio externo. Sabemos que nos falta experiencia en lo que se refiere a administracion y manejo de negocios, es por esto que me interesaria de sobremanera si ustedes me pudieran contactar con otras mujeres que estuviesen trabajando con alguna experiencia similar. Si es posible que me envien informacion sobre esto de lo que ustedes manejan. Le saludo nuevamente... Soledad Millacura Antilaf Wvf Ko CEDM Liwen Centro de Estudios y Documentación Mapuche e-mail : [email protected] Voz - Fax : 56 45 ) 235 790 Carrera 165, Temuco, Chile Page 2 P.03 INVESTMENT DEPT. 2:22