Actor Matt Damon makes it sound like a great idea to give small loans to poor families so they can get access to improved water and sanitation. After all, he is the co-founder of the NGO water.org, promoters of the WaterCredit loan:
“Gary, my partner, pioneered this idea of, you give people loans. So, for instance, in a place like India in a slum, the municipality will be pumping water right through the street … If you could give them a loan to connect directly to the municipality, so you pipe the water directly into their house, a 75 Dollar loan, they use that time that they were wasting waiting in line for water – working, they pay off the loan at rates of like 98 percent, 99 percent. And they’re using that time in a more productive way.”
He makes it sound easy and appealing. And it is appealing. I’m sure Matt Damon, who is known for ardently supporting social causes, sees this as a real solution. The trouble is, his model doesn’t tackle the fundamental problems – like piped water actually being in the slum in the first place, which it normally isn’t. Damon also doesn’t contemplate the fairness of asking the poor to pay for this human right with a loan. Will the poor want to pay? Will they even be able to pay? This idea of microfinance for water and sanitation may make an already unfair state of affairs even unfairer.
Earlier this year, I had the pleasure to present a paper at the University of Pula, which was later picked up by Microfinance Focus in a nice article. Since then, the ideas presented in that paper have mushroomed and matured into a more thorough, comprehensive and analytical (and 158.1% larger) piece, which has now appeared as a Discussion Paper in the MPIfG’s series.
This new paper again asks whether microfinance can really be an effective tool for ensuring poor people get access to water and sanitation. In doing so, it questions whether it should in fact be necessary to make the poor pay for these public goods. After all – weren’t these goods provided in today’s rich countries (from the 19th century onwards) by the state, using progressive taxation and transfer mechanisms? Like the previous one, this paper argues that goods like water and sanitation throw up serious collective action problems in their provision, which make it difficult (or impossible) to ensure that everyone gains access when private/individualist means of financing are used.
If microfinance loans are the means of finance, households must each individually find it in their financial best interest to take on a loan for water and sanitation improvements. This paper explores more deeply the reasons why many households will not find it in their best interest – individually – to take the loan and make the investment. First, it is difficult for many to recognise the benefits of improved water and sanitation, especially given the standard of education and the long-term nature of many of the benefits. Second, many of the benefits are well-spread throughout the community (if I stop going for “number 2” in the vacant lot, all the neighbours benefit), so why should one household want to finance the improvement for all? Third, most of the benefits are non-pecuniary, or at least not directly monetary, so loan repayment (in money form) will be difficult.
The paper also offers a deeper exploration of the pitfalls encountered in practice by projects using microfinance for water and sanitation, building on case studies from India and Vietnam. These problems are related to politics (water is a political resource, too!), the capacity of public providers (which isn’t strengthened by such projects), the values held by households (which don’t conform to rationalist assumptions), and equity (why should the poor pay? why so much?).
Aside from probably being destined for failure as a business model, microfinance for water and sanitation is also unfair – no matter how appealing Matt Damon may make it sound. Given how well many developing countries do succeed at supplying middle- and upper-class areas via public sector enterprises, suggesting in turn that microfinance is the solution for poor areas merely institutionalises a system of “public provision for the rich, self-help for the poor”. Worse yet, the poor would pay an additional premium in the form of interest on their loans; depending on the country’s microfinance sector, around 25 to 130 percent. That seems quite the opposite of a human right.
(phil)
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October 6, 2011 at 01:44
aprilrinne
Thanks for raising these points and concerns. As the Director of WaterCredit at Water.org — which applies microfinance tools for water and sanitation (and whom you interviewed as part of the report referenced above) — these issues are always close to mind.
I’d like to have an opportunity to respond in a way that’s useful for anyone who reads this post. There is much to share: the fact that people living at the base of the economic pyramid are paying dearly, in both time and money, for water and sanitation every day — such that when microfinance products are developed appropriately, they can drastically reduce such costs. WaterCredit clients typically not only gain water/sanitation access, they also end up with *more* disposable income than they did prior to taking the microloan.
At the same time, we are aware that microfinance is not a “one size fits all” solution, nor is it a panacea. We always carefully vet potential partner MFIs and the communities they seek to serve; we ensure this is a demand-led, market-oriented, sustainable solution; and we continually engage in feedback loops with our partners to ensure that this is, and remains, a solution that works for everyone — most of all, the MFI clients and their families.
We welcome anyone who’s interested in learning more about microfinance solutions for water and sanitation to visit http://watercredit.org, which has been designed as a public resource to inform, empower and encourage additional innovation in this space.
October 6, 2011 at 23:21
philmader
Dear April,
Thanks for reaching out and explaining Water.org’s view on microfinance as a tool for water and sanitation. My paper outlines why the arguments made for activities like WaterCredit produce problematic outcomes in practice, though they are very appealing in theory. It is good to hear that microfinance is not the only solution pursued in your programme.
I had the opportunity to interview your colleague Heather Arney in mid-2009; if I remember correctly, you were very busy at the time. Sadly, my repeated requests in late 2009 for visiting one/any of your projects in India as field research never were approved. Therefore, regrettably, I could never get my own impression of the successes claimed for WaterCredit.
I hope that the feedback loops of your organisation may soon lead into, or may be complemented by, independent impact assessments which could bring greater clarity into this pressing issue, and perhaps challenge the tentative findings I’ve discussed here.
Regards,
Phil
October 6, 2011 at 07:48
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October 6, 2011 at 16:19
Stephen Jones
Good summary and thanks for the updated paper Phil.
Patrick Moriarty (http://bit.ly/pocTfS) had some interesting thoughts the other day on what the WASH sector should do when the level of ‘demand’ (including willingness to pay, but also willingness to walk further to an improved source than an unimproved one etc) from users is below what we think is an acceptable level of service. His answers were 1) behaviour change to increase demand and 2) public subsidy to improve the supply side. I wonder if microfinance is sometimes being proposed as a way of focusing more on option 1) and not 2).
October 6, 2011 at 23:26
philmader
Thanks Stephen! Indeed, that is my impression too, that it is a way to increase demand, which however only functions through increased cost on the supply side (or reduced quality, or both). In any case, this is a great way of conceptualising it, which should be useful in my future work. I was unaware of the DRA idea until now, and will check it out. It’s interesting that Morarty’s blog entry links to WASHcost, some of whose researchers I interviewed in India…
Phil
October 8, 2011 at 13:23
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October 8, 2011 at 18:32
aprilrinne
Hi Philip: It is indeed a pity that you were not able to visit our work in India, because if you had, you would have seen that WaterCredit produces very successful outcomes in practice (as well as being based in sound sustainability theory). As I mentioned it’s a demand-driven solution, and MFI clients — not Water.org — continue to show very positive, encouraging demand. Our partner MFIs are now making literally thousands of water/sanitation loans per month, because clients are asking for them, not because anyone is “forcing” them. Also, important to note is that WaterCredit has a global repayment rate of 97% — which underscores the importance of water/sanitation to a family’s life and livelihood. If 97% repayment isn’t a sign of success, I’m not sure what is.
You can learn more about this and other aspects of WaterCredit on our website. There is also an executive summary of WaterCredit which provides additional detail on partners, repayment etc.: http://watercredit.org/library/watercredit-executive-summary/
I will follow up with Heather, and we would of course welcome you to visit our work in India or elsewhere in the future. Please keep in mind that we’re a small team and get many requests for visits, so we cannot always accommodate everyone’s particular schedule — but will always do our best!
October 10, 2011 at 15:51
philmader
Thank you April for your kind offer to allow me to visit (a) WaterCredit project(s) after all. You will surely understand that since I am presently at the writing stage of my dissertation with only a few months left, I must make do with the data I have and not spend further time on collecting new data. For future research, I will gratefully keep it in mind.
Careful reading of my paper will clarify that I do not say (or even wish to imply) that anyone is forcing people to take on water and sanitation loans. The question is not about demand, which no doubt is there, but about the right kind of supply. Sick people will demand the services of even the least-qualified doctor, were he the only one in town – and they may even pay very much! Repayment rates, sadly, prove nothing, as the RCT studies in recent years have shown, where benefits couldn’t be found, despite excellent repayment rates (https://governancexborders.com/2011/08/19/the-mothership-of-microfinance-impact-studies-has-landed/). There are simply too many intermediate steps involved in such a conclusion. I hope therefore that some rigorous impact studies may follow soon.
It’s very good, anyhow, to be in touch to discuss these things.
June 26, 2013 at 16:55
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