Pre-conditions for Successful
Sustainable Investment
“Financiación del acceso a servicios
públicos básicos para todos”
Brasília, 11-13 Diciembre de 2006
www.helio-international.org
Hélène CONNOR, Ph.D
The C -INVESTOR
ATTITUDE


“Without local institutions, a nation has
not got the “spirit of liberty” and might
easily fall victim to despotic tendencies”.
Alexis de Tocqueville
“Cela est bien dit, répondit Candide ;
mais il faut cultiver notre jardin”. Voltaire
C -INVESTMENT for
ECODEVELOPMENT FIRST!

PROMOTER’s PROMOTOR’S
SATISFACTION
SATISFACTIO
s
SUCCESSFUL
CO-INVESTMENT
ATTITUDE


LOCAL
POPULATION
SATISFACTION
Host-investor provides
natural capital, local
manpower and land
Promoter-investor brings
financial capital and
appropriate technology
Both investors benefit
when both are satisfied
that inputs are equal: the
co-investment is based
on collaborative
intelligence
C -INVESTMENT for ECODEVELOPMENT FIRST!
Draft checklist preliminary prior
to investment decision
PRE-CONDITIONS
FOR SUCCESSFUL
SUSTAINABLE
INVESTMENT
CHECKLIST
PRELIMINARY
BEFORE
A -
DECISION
TIME
B -
DURING
C -
AFTER
D -
PRELIMINARY
RESEARCH
DECISIONMAKING
PROTOCOL
BLUEPRINT FOR
IMPLEMENTATION
MONITORING
PROTOCOL AND
VALORISATION
PLAN
POPULATION
1. ASSESSMENT OF
LOCAL NEEDS AND
CONTEXT
DEVELOPMENT
FIRST
4. EARLY
INFORMATION AND
ONGOING
CONCERTATION
7. NURTURING
PARTNERSHIPS &
STAKEHOLDERS'
INVOLVEMENT
10. COLLABORATIVE
MAINTENANCE AND
OWNERSHIP CIVIC
APPROPRIATION
AND MONITORING
COUNTRY
2. INVESTIGATION
OF NATIONAL
INVESTMENT
CLIMATE
5. FIT WITH THE
NATIONAL
STRATEGY OF
ECODEVELOPMENT
(AGENDA 21)
8. ECODEVELOPMENT
IN ACTION
4 PILARS
11. LONG-TERM
SUSTAINABILITY
via MATURE ENERGY
STRUCTURES &
GOVERNANCE
INVESTMENT
3. TECHNOLOGY
SELECTION AND
CALIBRATION
6. COLLABORATIVE
INVOLVEMENT AND
RESPONSABILITY
9. FLEXIBLE
IMPLEMENTATION
(Trying-TestingTiming)
12. INNNOVATION
AND REPLICATION
OF
ECOCO*INVESTMENT
TO A PLANNED
CO- INVESTMENT
BEFORE the C -INVESTMENT:
Preliminary Research on:

Local Needs and Context
1. Identification and assessment of local needs
2. Democratic and cultural traditions, institutions,
existing users’ councils
 CUB & CUBE
3. Existing consultation/involvement procedures
4. Quality of local manpower
5. Scoping of possible partners
 find a local project « champion »
BEFORE
Preliminary Research on:
 National Investment Climate
1. In-depth knowledge of the territory
2. Predictable regulatory climate
3. Fiscal and legal framework e.g. anti-corruption
laws
4. Existing node of development or ecodevelopment cluster
5. Local banks involvement
6. Well-publicised sustainable development
strategy
BEFORE
Preliminary Research on:

Technology Selection and
Calibration
1. Effectiveness for the needs expressed locally
2. Fit with Millennium Development Goals and
local sustainable development strategy
3. Small footprint: green, clean and lean
4. Possible leap-frogging - search for excellence
DECISION
Decision-Making Protocol
Preparation:



Early information and on-going concertation
to create collective intelligence and ensure
success
Fit with strategy of eco-development
(Agenda 21) to ensure sustainability
Collective ongoing involvement and
responsibility to ensure collaborative
ownership and civic coherence
DURING
Blueprint for Implementation:

Nurturing Partnerships
1. Dissemination and transparency of
information
2. Genuine stakeholder involvement
3. Collective learning, both traditional and
modern
4. Training of skilled labour
DURING
Blueprint for Implementation:

Eco-development in Action on four
Pillars
1. Level-playing field
2. On-going balanced capacity-building
3. Appropriate institution-building
4. Long-term sustainability
DURING
Blueprint for Implementation:

Flexible Implementation
1. Appropriate timing and scheduling/no rush
2. Possibility of testing/retrying/improving
3. Technology improvements decided locally
AFTER
Feedback Cycle : Monitoring,
Improving, Scaling Up

Collaborative Maintenance and
Ownership
1. Create local networks for civic ownership
and monitoring
2. Forecast improved training
3. Stimulate collective intelligence, promoting
long-term public interest
AFTER
Feedback Cycle : Monitoring,
Improving, Scaling Up

Long-term sustainability
1. Implementation of the long-term goals of
the national eco-development strategy
2. Mobilisation of local private sector capital to
free public funds
3. Appropriate regional integration of energy
systems (for efficiency)
4. Policy and structural autonomy
AFTER
Feedback Cycle : Monitoring,
Improving, Scaling Up

Replication, scaling-up and
innovation
1. Update local technologies and promote
innovation appropriate to local circumstances
and needs
2. Stimulate local R, D&D policies in coooperation
with population and NGOs
3. Transfer appropriate knowledge and organise
replication of projects for climate-proof
development
CO-INVESTMENT for
ECODEVELOPMENT FIRST!
Muito obrigada por su atencion!
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www.helio-international.org
y
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