CABO VERDE EVALUATION TITLE CROSS-COUNTRY WORKSHOP FOR IMPACT EVALUATIONS IN FINANCE AND PRIVATE SECTOR DEVELOPMENT Dakar, February 1-4, 2010 Team Members.

Apresentação em tema: "CABO VERDE EVALUATION TITLE CROSS-COUNTRY WORKSHOP FOR IMPACT EVALUATIONS IN FINANCE AND PRIVATE SECTOR DEVELOPMENT Dakar, February 1-4, 2010 Team Members."— Transcrição da apresentação:

1 CABO VERDE EVALUATION TITLE CROSS-COUNTRY WORKSHOP FOR IMPACT EVALUATIONS IN FINANCE AND PRIVATE SECTOR DEVELOPMENT Dakar, February 1-4, 2010 Team Members

2 Title Pequenas (≤ 5 empregados, 75%, ≤5,000, empresas formais ) Outreach Mulheres Ilhas menos desenvolvidas Matching grant 1 - Pequena

3 Title Medias (≤ 10 empregados, 50%, ≤10,000, empresas formais ) Outreach Mulheres Ilhas menos desenvolvidas Matching grant 2 - PMEs

4 Curto prazo Medio prazo longo prazo Custos fixos vs custos variaveis Title PRIORITIES FOR LEARNING: INTERVENTIONS

5 Impacto do programa de Matching Grant em: 1. ↓ Constrangimentos financeiros Investimento (K Humano; K físico; tecnologico) efeito multiplicador interno Acesso a credito (valor de credito, taxa de rejeicao, valor colateral, modalidades de emprestimo, origem) 2. ↑ Lucros 3. ↑ Rendimentos 4. ↑Emprego 5. ↑ Diversificacao/ Especializacao 6. ↑ cambio organizacional (Reducao de stock, outsourcing, organizacao da contabilidade, gap entre facturacao e pagamento, etc.) 7. ↑ K social 8. ↑ Controle de qualidade 9. ↑ certificacao de qualidade 10. Criacao de novos produtos e/ou entrada em novos mercados Title EVALUATION QUESTION

6 Medias – 06 a 10 empregados permanentes (integrais) Seleccao aleatorea entre pares de empresas com caracteristicas mais parecidas possiveis Target de demanda ≥ 160 Tratamento 80 e controlo 80 Pequenas – 01 a 05 empregados permanentes (integrais) Seleccao aleatorea entre pares de empresas com caracteristicas mais parecidas possiveis Target de demanda ≥ 400 Tratamento 200 e controlo 200 Title EVALUATION DESIGN

7  Outreach Geografico Nivel 1: 22 municipios Estrategia de divulgacao informacao por meio de associacoes locais Divide-se em onze grupos de dois municipios similares e atribui-se aleatoriamente ao grupo de controle e tratamento Dois grupos (tratamento e controlo) igualmente heterogeneos Nivel 2: Nacional Estrategia de divulgacao de informacao por meio de comunicacao social (TV, radio, jornais, etc.) Mesmo proceso: Divide-se em tres grupos de dois ou tres ilhas similares e atribui-se aleatoriamente ao grupo de controle e tratamento Dois grupos (tratamento e controlo) igualmente heterogeneos Title EVALUATION DESIGN

8 Title TIMELINE FOR IMPACT EVALUATION Outreach municipal 039618 Outreach nacional Inquerito avaliacao (1 ano depois) Tratamento 1 Tratamento 3 Tratamento 2 Inquerito Empresarial 2010 + questionario candidatura (Baseline survey) Inquerito 2 Inquerito 4 Inquerito 3 12 Tratamento 4 24

9 Title Outreach  Diferencas na adesao Identificacao de participantes feita com o apoio de instituicoes/associacoes com base de genero. Participantes identificadas aleatoriamente atribuidas a grupos de controle e tratamento. Diferencas de impacto do programa Empresas lideradas por mulheres VS empresas lideradas por homens PERSPECTIVA DE GENERO

10 Title Fonte de dados: Instituto Nacional de Estatistica Universo de empresas 6900 (≈ 90% ≤ 10 empregado integral; ≈ 70% ≤ 5) Baseline survey (Inquerito as empresas 2010) + questionario de candidatura + questionario de seguimento. Informacoes gerais (localizacao, natureza, sector, etc.) Vendas Numero empregados K social Exportacao/importacao Investimento SAMPLING AND DATA

11 Total dos donativos= 860,000$ USD Medias - 650,000 $USD – 2000 $USD = total 325 grants; 50 por ano, target de demanda - 100 Pequenas - 150,000 $USD – 500 $USD = total 300 grants; 100 por ano, target de demanda – 200 Margem de manobra – 60,000 $USD (de acordo com a demanda) Monitoring & Evaluation – 40.000 $USD (1600 entrevistas de questionarios) Title BUDGET

12 Title

13 CABO VERDE Matching Grant Program for SMEs CROSS-COUNTRY WORKSHOP FOR IMPACT EVALUATIONS IN FINANCE AND PRIVATE SECTOR DEVELOPMENT Dakar, February 1-4, 2010 Mirian Lima (Ministry of Finance) Sandra Fortes (Ministry of Finance) Fernando Rocha (National Institute of Statistics)

14 Title ≤ 5 Full-time employees (75% of formal enterprises) ≤5,000 (size of grant) Outreach Women Less developed islands Matching grant 1 – Small Enterprises

15 Title ≤ 10 Full-time employees (50% formal enterprises) ≤10,000 (size of grant) Outreach Women Less developed islands Matching grant 2 – Medium Enterprises

16 Matching Program impact on: 1. ↓ Financial constraints Investment (human K; physical K; technological K) internal multiplier effect Access to credit (credit volume, rejection rate, collateral value, types of borrowing, origin) 2. ↑ Profit 3. ↑ Revenue 4. ↑ Number of employees 5. ↑ Diversification/Specialization 6. ↑ Organizational Change (Reduction of inventory, outsourcing, accounting standards, reduction of gap between delivery and payment, etc.) 7. ↑ Quality control 8. ↑ Quality certification 9. Creation of new products and/or entry into new regional markets Title EVALUATION QUESTION

17 Medium – 06 a 10 permanent employees (full time) Random selection between pairs of enterprises with the most possibly comparable characteristics. Demand target ≥ 160 Treatment 80 and control 80 Small – 01 a 05 permanent employees (full time) Random selection between pairs of enterprises with the most possibly comparable characteristics. Demand target ≥ 400 Treatment 200 and control 200 Title EVALUATION DESIGN

18 Outreach Geographic level 1: 22 municipalities Information strategy through local associations Divided into eleven pairs of similar municipalities, randomly distributed between control and treatment group Which results in: two equally heterogeneous groups (treatment and control) Level 2: National Information strategy through medial (TV, radio, etc.) Same process: Divided into eleven pairs of similar municipalities, randomly distributed between control and treatment group Which results in: two equally heterogeneous groups (treatment and control) Title EVALUATION DESIGN

19 Title TIMELINE FOR IMPACT EVALUATION Municipal Outreach 039618 National Outreach Evaluation Inquiry Treatment 1 Treatment 3 Treatment 2 Enterprise inquiry 2010 + Application questionnaire (Baseline survey) Follow-up inquiry 2 Follow-up Inquiry 4 Follow-up inquiry 3 12 Treatment 4 24

20 Title Outreach  Differences in take-up Participants identification made with the support of gender oriented institutions/associations Identified participants randomly assigned to control and treatment groups Program impact differences Women led enterprises VS men led enterprises GENDER APPROACH

21 Title Data source: Instituto Nacional de Estatistica (National Institute of Statistics) Enterprise pop. 6900 (≈ 90% ≤ 10 full-time employee; ≈ 70% ≤ 5) Baseline survey (Enterprise inquiry (2010) + application questionnaire + follow-up inquiry. General info (location, nature, sector, etc.) Sales Number of employees Social K Exports/imports Investment SAMPLING AND DATA

22 Total of grants = 860,000$ USD Medium - 650,000 $USD – 2000 $USD = total 325 grants; 50 per year, demand target - 100 Small - 150,000 $USD – 500 $USD = total 300 grants; 100 per year (margin to intensify treatment), demand target – 200 Maneuver margin – 60,000 $USD (according to demand) Monitoring & Evaluation – 40.000 $USD (1600 Follow- up inquiry interviews) Title BUDGET

23 Title P.S. – Special Thanks to Alvaro Gonzalez, Leo Iacovone and David McKenzie!