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Instructions |
Notes |
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Step 1 |
Fill out the basic information on the “MFI
INFO” sheet |
Please note the “Number of Incomplete Data
Points” counter as you fill in information. |
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Step 2 |
Fill out a “LOAN PRODUCT” worksheet for
every loan product you have, following instructions on the sheet carefully.
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If you have questions after reading the
instructions, feel free to e-mail us for clarification.
The data tool has capacity for up to 10 loan
products. If you have more, simply use multiple copies of the data
collection tool. |
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Step 3 |
Collect sample repayment schedules for EACH
product using the guidance contained in the tool. |
Please note: The data
tool indicates how many samples are needed, and what loan amounts they
should be for. They should be loans that
were disbursed within the past two months. |
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Step 4 |
Double check your work, perhaps with a
colleague, to ensure accuracy of the data. |
Verify that there are no incomplete cell
errors or the data approval process will fail. You will be able to save the
incomplete file, however. |
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Step 5 |
Email
data@mftransparency.org to request a
confidential authorization code. This code is needed to insure that the
data is being submitted by an authorized representative of the
organization. Please include the name and email address of
your Executive Director (or equivalent) in this request. |
The confidential code will only be
sent via email to the Executive Director (or equivalent) of your
institution.
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Step 6 |
MFTransparency will email the Executive
Director (or equivalent) the confidential authorization code. |
We strive to return this code within 24
hours. |
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Step 7 |
Have the Executive Director (or equivalent)
of your institution do a final review of the data and APPROVE its submission
on the “Approval Sheet”, with the confidential authorization code.
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Once approved, all data in the tool will be
LOCKED and nobody can make any changes.
If you notice changes that need to be made after you lock the worksheet,
please contact us. |
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Step 8 |
Email this workbook and the repayment
schedules to
data@mftransparency.org. If you cannot email
the repayment schedules, please contact
data@mftransparency.org to
obtain a fax number you can use. |
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Step 9 |
MFTransparency will contact you and your
Executive Director (or equivalent) if we have any questions regarding the
data. Please contact
data@mftransparency.org with any questions or
concerns you may have throughout the process. |
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