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“The Unplanned Areas Upgrading and Employment Enhancing Programme in Egypt,” Needs Assessment and Activity Design Study for Informal Settlements in Cairo, Giza Governorates, Egypt, 2011-2016

Abstract

Between 2011 and 2016, I2UD worked with the Egyptian Government, the Agence Française de Développement (AFD), and Social Fund for Development (SFD) to create a risk assessment study for four informal settlement areas — ‘Izbit Khayrallah and Al Zawya al-Hamra in the Cairo Governorate and Mīt ‘Uqba and Ard el-Lewa in the Giza Governorate.

In October 2012, I2UD submitted an Expression of Interest for consultancy on a project in Egypt, titled “Redevelopment and Upgrading of Selected Unsafe and Unplanned Areas in Cairo and Giza Governorates.” I2UD posited Egyptian authorities could evaluate current informal settlements as key components in the Greater Cairo Plan to forestall future development of unregulated settlements.

From 2015-2016, I2UD partnered with the Tarek Waly Center (TWC) and Environmental Quality International (EQI) on the “Needs Assessment and Activity Design Study.” The study reviewed policies and institutions that impact the delivery of services in four informal settlements. I2UD and TWC identified the kinds of micro-finance services, making strong emphasis on community participation via assessment, and outreach training for community members.

Documents include a 2012 Expression of Interest, I2UD’s Deliverables No. 1 to No. 4 in multiple volumes, and a January 2016 presentation for the Cairo Governor, titled “Investment Programme for Izbit Khayrallah and Al Zawya Al-Hamraa, Cairo: The Unplanned Areas Upgrading and Employment Generation Programme in Egypt.”

Project Year:2012-2016
Project Type:Risk Assessment and Local Development Strategy
Geographic Regions:Cairo, Egypt / Giza, Egypt
Reports:
Needs Assessment and Activity Design Study: Deliverable 4 (Final Report, July 2016)

Presentation to Cairo Governor, “Investment Programme for Izbit Khayrallah and Al Zawya Al-Hamraa, Cairo” (January 2016)

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Full Document List:

Expression of Interest, “Consultancy Services on the Redevelopment and Upgrade of Selected and Unsafe and Unplanned Areas in Cairo and Giza Governorates” (October 2012)


Deliverable 1:
Final Methodology and Workplan: Deliverable 1 (June 2015)

Deliverable 2:
Deliverable 2 Vol 1, Needs Assessment and Situation Analysis Report: (November 2015)

Deliverable 3, Volumes 1-5:
Deliverable 3 Vol 1, Overview of the Activity Design Study (February 2016)

Deliverable 3 Vol 2, Izbit Khayrallah Activity Design Study (February 2016)

Deliverable 3 Vol 3, Al Zawya Al Hamraa Activity Design Study (February 2016)

Deliverable 3 Vol 4, Ard Al-Lewa Activity Design Study (February 2016)

Deliverable 3 Vol 5, Mît ‘Uqba Activity Design Study (February 2016)

Deliverable 4:
Needs Assessment and Activity Design Study: Deliverable 4 Final Report (July 2016)

Needs Assessment and Activity Design Study: Deliverable 4 Final Report Appendix (July 2016)
Authors:Tareq Abdalla; Wafik Arif; Mohamad Ashraf Al-Sayed Afifi; Abd el-Aziz el-Sayed Abd el-Aziz Mosa; Emad El-Din Nabil Al Bayoumi; John Driscoll; Emad Farid; Tarek Hamed; Maren Larsen; Enas El Mudaris; Mounir Neamatalla; Bruce Purdy; Shimaa Shaheen; Elda Solloso; Barbara Summers; Tarek Waly; Tariq Zulficar
Sponsors:French Development Agency (AFD); Social Fund for Development (SFD); European Union
Categories:Urban Finance
  
ID:2012_10_004

Related I2UD Projects

“Comprehensive Plan for Makkah, Madinah and Mashaer,” Urban Development Strategy for Ancient Holy Sites in Saudi Arabia, 2009

“The Unplanned Areas Upgrading and Employment Enhancing Programme in Egypt,” Needs Assessment and Activity Design Study for Informal Settlements in Cairo, Giza Governorates, Egypt, 2011-2016

“GCC Regional Spatial Strategy – Elements and Considerations,” Urban Development Plan, UN-Habitat Gulf States Regional Office Workshops, 2013

“National Urban Policies in Arab States,” Regional Assessment and Case Studies on NUPs in Egypt, Jordan, Morocco, Saudi Arabia and Sudan, 2014

UN-HABITAT Spatial Regional Plan and Assessment for the Kurdistan-Iraq Region Housing Program, 2014

Habitat III Regional Report for the Arab Region: Papers on “Inclusive cities,” “Migration and Refugees in Urban Areas,” and “Land Structure, Process, and Outcome,” for UN-Habitat (ROAS) and United Nations (ESCWA), 2015-2016

Galleries 6-7 – Egypt: Cairo and Helwan, 1986, 1990

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“Svishtov: A Community-Based Investment Program for Municipal Development,” Technical Assistance for Capital Investment Strategy in Svishtov, Bulgaria, 2002

Abstract

A 2002 report “Svishtov: A Community-Based Investment Program for Municipal Development” addressed the capital investment strategy in Svishtov, Bulgaria, involving an implementation strategy designed to encouraged financial partnerships among civic groups, the private sector, and the municipality to address city-wide and neighborhood improvement priorities.

Based on this initiative, the Svishtov municipality received a 2004 award from the Conrad Adenauer Foundation of Germany for innovations in Bulgarian municipalities. The initiative was also featured in a 2007 World Bank publication on participatory budgeting (Anwar Shah, ed).


[Excerpt: Introduction, “Svishtov: A Community-Based Investment Program, p.2]

“In Bulgaria, the current investment planning process for municipalities, regions and the central government is not able to mobilize the financing that is so desperately needed for municipal investments nor effectively leveraging local resources. Many municipal projects submitted for funding from central and regional sources are not funded and remain on waiting lists for a considerable period. This has a direct impact on citizen participation in the planning and budgeting process. Citizens are often unsure if their participation will prove meaningful. The lack of meaningful participation at the local level is often a result of a feeling that “nobody will listen to us.” Additionally, local authorities feel frustrated because regional and national projects that have a significant impact on local development policies are carried out with little consultation from local authorities.”

“Tight municipal budgets and an increasing demand for improved services among residents and businesses is leading to new public/private partnerships that focus on mobilizing community-based resources to improve the urban environment. This places a challenge to the local governments to integrate effective and sustainable participation of the local communities and businesses in improving the quality of the living environment.”

“This case study describes initiative currently underway in Svishtov to develop a community based investment program. The program is suitable for smaller municipalities that can fund local programs from their own resources and can mobilize external funds for community-based activities. The methodology concentrates on developing a more responsive planning system for community based programs that complements the existing investment process that is primarily oriented towards larger scale projects. While elements of the community-based investment program are specific to Svishtov such as project selection criteria that reflect the programs that are a priority for the municipality, the process can be adopted to other municipalities.”

Project Year:2002
Project Type:Technical Assistance
Geographic Regions:Svishtov, Bulgaria
Reports:



Authors:John Driscoll; Marianna Eneva; Anna Laskowska
Sponsors:RTI International; USAID
Categories:Informal Settlements and Urban Upgrading
  
ID:2002_03_001
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IEP May 2001: “Infrastructure Planning and Partnerships for Local Economic Development,” Eastern Cape, South Africa, International Education Programs, 2001

Abstract

Curriculum components from the 2001 IEP held in Eastern Cape, South Africa, from May 14-18, 2001. The report, titled “Infrastructure Planning and Partnerships for Local Economic Development,” and related documents include case studies and excerpts of CUDS reports used for the seminar.

[Excerpt: Executive Summary, May 2001, p. 1]

See related I2UD projects below

Project Year:2001
Project Type:IEP; Education
Geographic Regions:Eastern Cape, South Africa
Reports:
Authors:John Driscoll; Emly Costa; Mona Serageldin; Sameh Wahba; Patrick Bodart; Yves Cabannes; Boguslaw Trondowski
Sponsors:Center for Urban Development Studies, Harvard University Graduate School of Design
Categories:International Education Program; Education
  
ID:2001_05_001

Related I2UD projects

The International Training Programs (ITP) began in 1982, as 2-4 week long summer seminars held by the Unit for Housing and Urbanization (Harvard University) in Cambridge, MA. ITP curriculums were designed to strengthen the decision-making skills of senior professionals in public and private agencies responsible for urban development.

The I2UD Digital Library holds curriculum materials for ITPs from 1988, 1991, 1994, 1995, 1997 and 1998:

The tradition of ITPs continued after 2000, when CUDS (a re-organization of the Unit) continued training seminars as “International Education Programs” (IEP) from 2000-2004:

Programs included inter-linked modules, lectures, case studies, interactive computer simulation models, site visits to urban projects, discussion groups and networking with professional counterparts from international metropolitan regions. Sessions had a modular format and structured team teaching, taught by a team of senior faculty and guest lecturers. Programs ended with a synthesis presented through a project evaluation exercise. Participants used case projects to examine strategies from the viewpoint of both public and private partners — to assess the feasibility and potential impacts of policies and projects on the community and the city. Presentations by guest speakers representing U.S. and international agencies, NGOs, and community groups were also integrated within the pedagogic framework of each module.

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“Housing Microfinance Initiatives,” Case Study for USAID Microenterprise Best Practices Initiative, 1999-2000

Abstract

The Unit’s work on the “Housing Microfinance Initiative” case study spanned 1999 to 2000, along with USAID’s Microenterprise Best Practices effort.

The Unit produced reports to highlight the achievements of housing micro-finance initiatives around the world. Findings noted the challenges facing the extension of microcredit to poor households for funding shelter construction and improvements, land acquisition, and infrastructure provisions. Geographic regions addressed include South Asia, Southeast Asia, India, Bangladesh, Philippines, Latin America (specifically Guatemala), and Sub-Saharan Africa.

Documents include a final report, a 1998 draft background report on Guatemala, an inception brief, multiple summary and synthesis reports, supporting overviews, case studies with photos. Regional overviews address the broad geographic areas noted above.

See related I2UD projects below

Project Year:1999-2000
Project Type:Case Study
Geographic Regions:South Asia (India and Bangladesh) / Southeast Asia (Philippines) / Latin America (Guatemala) / Sub-Saharan Africa (South Africa)
Reports:
Housing Microfinance: (Final Report)

Housing Microfinance Initiatives: Genesis Empresarial Community Infrastructure Lending Program, Guatemala (Final Draft, December 1998)

Housing Microfinance: (Inception Brief, March 1999)

Housing Microfinance: (Regional Summary, January 2000)

Housing Microfinance: (Synthesis Report, March 2000)

Housing Microfinance: (Synthesis and Regional Summary, May 2000)

Housing Microfinance: (Executive Summary, May 2000)

Housing Microfinance: Proposed Scope (Case Study Overview)

Housing Microfinance: Proposed Scope (Synthesis Report)

Housing Microfinance: Proposed Scope, Asia and Africa (Regional Overview)

Housing Microfinance: Proposed Scope, Latin America and Eastern Europe (Regional Overview)

Housing Microfinance: (Case Studies and Photos)
Authors:John Driscoll; Graciela Fortin-Magana; Christopher Rogers; Mona Serageldin; Sameh Wahba; Christine Williams; Kimberly Wilson
Sponsors:USAID Microfinance Office; Development Alternatives, Inc. (Bethesda, Maryland)
Categories:Urban Planning
  
ID:1999_00_001

Related I2UD Projects

The International Training Programs (ITP) began in 1982, as 2-4 week long summer seminars held by the Unit for Housing and Urbanization (Harvard University) in Cambridge, MA. ITP curriculums were designed to strengthen the decision-making skills of senior professionals in public and private agencies responsible for urban development.

The I2UD Digital Library holds curriculum materials for ITPs from 1988, 1991, 1994, 1995, 1997 and 1998:

The tradition of ITPs continued after 2000, when CUDS (a re-organization of the Unit) continued training seminars as “International Education Programs” (IEP) from 2000-2004:

Programs included inter-linked modules, lectures, case studies, interactive computer simulation models, site visits to urban projects, discussion groups and networking with professional counterparts from international metropolitan regions. Sessions had a modular format and structured team teaching, taught by a team of senior faculty and guest lecturers. Programs ended with a synthesis presented through a project evaluation exercise. Participants used case projects to examine strategies from the viewpoint of both public and private partners — to assess the feasibility and potential impacts of policies and projects on the community and the city. Presentations by guest speakers representing U.S. and international agencies, NGOs, and community groups were also integrated within the pedagogic framework of each module.


“Planning for Climate Adaptation Program” for Four Dominican Republic Municipalities: Santo Domingo National District, Santiago de los Caballeros, San Pedro de Macoris, and Las Terrenas, 2015

“National Urban Policies in Arab States,” Regional Assessment and Case Studies on NUPs in Egypt, Jordan, Morocco, Saudi Arabia and Sudan, 2014

“Arusha Urbanization Strategy and Urban Development Plan,” Development Strategy for Arusha Municipality, Tanzania, 2009-2012

ICLRD: Urban Reconciliation Case Studies for Public Housing Estates in Ireland and Northern Ireland, with Study Profile on the Basel Metropolitan Area, 2010-2012

Executive Training Course 2006: “Strategic Planning for Sustainable Infrastructure Development,” Workshop Curriculum with Case Studies, Pretoria, South Africa, 2006

IEP 2003: “Infrastructure and Partnerships for Local Economic Development” in Pretoria and Bloemfontein, South Africa, International Education Programs, 2003

IEP 2002: “Strategic Planning for Local Development & Urban Revitalization,” Program Overview, International Education Programs, 2002

Workshops on “Strategic Planning and Management of Municipal Infrastructure Programs,” from Review of Grant-Funded MIPs in South Africa, May-June 1999

“Housing Microfinance Initiatives,” Case Study for USAID Microenterprise Best Practices Initiative, 1999-2000

ITP 1998: “The Role of Public/Private Partnerships in Urban Improvements,” with Case Studies on Kreuzberg, Berlin (Germany), GIS Mapping on Cape Cod (US) and the Maarouf Quarter of Cairo (Egypt), 1998

“City of Szczecin Capital Improvement Program,” Case Studies for Technical Assistance Program, Szczecin, Poland, 1996

ITP 1994: “Revitalization in Older Urban Spaces,” Upham’s Corner, Dorchester, Boston, South Boston, and New Haven (US); Montpellier (France); and Cork (Ireland) with Case Studies, International Education Programs, 1994

“Introduction to Local Finances,” Teaching Monographs and Case Studies on Finance Management, by Visiting Lecturer David C. Jones, 1994-1999

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ITP 1997: “South Boston Metropolitan Area Community Housing,” Case Studies from Boston, Massachusetts, International Training Programs, 1997

Abstract

Documents represent curriculum components from the 1997 ITP, primarily case studies on community housing projects around the South Boston area including:

– The Engleston Jackson Strategy
– Wharf Three
– Tower Hamlets Housing Action Trust
– The Massachusetts Third Harbor Tunnel Project
– The South Station Joint Development Project
– The Massachusetts Port Authority Project, and
– The Urban Development Policy in Contrats de Ville, France

Additional documents are resource materials for job creation and economic growth, micro-business models, an overview of Boston, and an outline of faculty, guest lecturers and speakers.

See related I2UD projects below

Project Year:1997
Project Type:ITP; Education
Geographic Regions:Boston, Massachusetts, US / Tower Hamlets, London, UK / France
Reports:
ITP 1997: South Boston Community Housing 1996 to 2000 Strategic Plan Report (Case Study)

ITP 1997: Engleston Jackson Strategy (Case Study, May 1997)

ITP 1997: Wharf Three (Case Study)

ITP 1997: Tower Hamlets Housing Action Trust (Case Study)

ITP 1997: Massachusetts Third Harbor Tunnel Project (Case Study)

ITP 1997: The South Station Joint Development Project, Boston (Case Study)

ITP 1997: South End Neighborhood Housing Initiative (SENHI), Boston (Case Study)

ITP 1997: Massachusetts Port Authority, Boston (Case Study)

ITP 1997: Urban Development Policy in France, Contrats de Ville (Case Study)

ITP 1997: Contrats de Ville (Resources)

ITP 1997: A Statewide Strategy for Job Creation and Economic Growth (Resources)

ITP 1997: Working Capital Metro Boston Proposal for a High Impact Model (Resources)

ITP 1997: Micro Businesses Create Jobs (Resources)

ITP 1997: Faculty, Staff, Guest Lecturers, and Guest Speakers (Resources)

ITP 1997: Boston Overview (Resources)

Authors:François Vigier; Mona Serageldin; Jerold Kayden; John Driscoll; David Jones; Judith Grant; Pat Cusick; Richard Dimino; Linda Mogelli Haar; Richard Henderson; James Kostaras
Sponsors:Unit for Housing and Urbanization, Harvard University Graduate School of Design
Categories:International Training Program; Education;
  
ID:1997_00_002

Related I2UD Projects

The International Training Programs (ITP) began in 1982, as 2-4 week long summer seminars held by the Unit for Housing and Urbanization (Harvard University) in Cambridge, MA. ITP curriculums were designed to strengthen the decision-making skills of senior professionals in public and private agencies responsible for urban development.

The I2UD Digital Library holds curriculum materials for ITPs from 1988, 1991, 1994, 1995, 1997 and 1998:

The tradition of ITPs continued after 2000, when CUDS (a re-organization of the Unit) continued training seminars as “International Education Programs” (IEP) from 2000-2004:

Programs included inter-linked modules, lectures, case studies, interactive computer simulation models, site visits to urban projects, discussion groups and networking with professional counterparts from international metropolitan regions. Sessions had a modular format and structured team teaching, taught by a team of senior faculty and guest lecturers. Programs ended with a synthesis presented through a project evaluation exercise. Participants used case projects to examine strategies from the viewpoint of both public and private partners — to assess the feasibility and potential impacts of policies and projects on the community and the city. Presentations by guest speakers representing U.S. and international agencies, NGOs, and community groups were also integrated within the pedagogic framework of each module.


ITP 1994: “Revitalization in Older Urban Spaces,” Upham’s Corner, Dorchester, Boston, South Boston, and New Haven (US); Montpellier (France); and Cork (Ireland) with Case Studies, International Education Programs, 1994

Reuse Plans for Boston’s Navy Yards and Military Bases: “Balanced Growth Reuse Strategies for Military Base Conversions,” Boston, USA, 1993-1996

City of Boston’s “Neighborhood Partnership Initiative” & “Main Street Program,” Urban Revitalization for Roslindale and West Roxbury, Boston, United States, 1997

ITP 1997: “South Boston Metropolitan Area Community Housing,” Case Studies from Boston, Massachusetts, International Training Programs, 1997

IEP August 2000: “Boston, Massachusetts: Strategic Plans and Community Participation,” International Education Programs, 2000

Seminar on “Partnerships and Urban Development in Older Neighborhoods in Paris and Boston,” with Centre de Recherches sur l’Habitat (CRH), April 2004

ITP 1982-2000: Survey of Modules for International Training Program Seminars

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“Community Based Credit for Housing, Infrastructure, and Microenterprises,” Micro-Finance Housing Shortage Study for Quito, Ecuador, 1995

Abstract

In 1995, the Unit for Housing and Urbanization (HU-GSD) researched a mico-finance study on housing shortages in Quito, Ecuador to assess the impact of USAID’s Regional Housing and Urban Development Office for South America (RHUDO/SA) Ecuadorian Credit Program.

The Unit’s research presented solutions for housing shortages in Quito, Ecuador. The study discusses mechanisms for the extension of credit to lower income households through community based credit institutions, including productive housing loans, micro-enterprise loans, infrastructure provisions, loan refinancing to solve housing shortages in Quito.

Documents are an Executive Summary, and the Main Report (1995). Supporting documents include a Microenterprise Component from January 1995, A Market report by Thomas J. O’Malley “Ecuador’s Secondary Market – Findings Possibilities and Recommendations,” and a Summary memo titled “Reaching the Bulk of the Housing Problem With Loans – Gustavo Riofrío to Mona Serageldin.”


[Excerpt: Executive Summary]

“The study reviewed the structure and operations of various institutions involved in housing in Ecuador. The strategic objective was the development of micro finance instruments offering lower income households credit for housing and housing related finance on terms that are affordable, convenient and responsive to their needs.

The purpose of the study was to: 1) Assess the RHUDO’s current credit program as it relates to efficient urban improvement; 2) Assess the feasibility of expanding the Program into the areas of productive housing loans, micro enterprise loans, and infrastructure provision as well as the possibility of refinancing these loans.

Microenterprise Development: The study recommends advocating the concept of a “productive house” used as shelter and as income generator as an integral component of the self improvement strategies of lower income families. It allows them to upgrade their economic conditions as well as their living environment. Home based income generating activities are particularly important in helping women address some of their financial needs. For the working poor, income generation is an integral part of housing development. Investing in the house helps establish and expand home based micro-enterprises. Building on this concept the study focuses of the following components:

– Linking micro-enterprise and home improvement finance through the credit unions.
– Utilizing the same credit channels to lend directly for housing and micro-enterprise development.
– Refinancing portfolios of productive housing loans in order to leverage capital resources.

See related I2UD projects below

Project Year:1995
Project Type:Research Paper
Geographic Regions:Quito, Ecuador
Reports:Quito, Ecuador: (Executive Summary)

Quito, Ecuador: (Main Report, May 1995)

Quito, Ecuador: Microenterprise Component (Report, January 1995)

Quito, Ecuador: “Ecuador’s Secondary Market – Findings Possibilities and Recommendations,” Thomas J. O’Mailey, Report)

Quito, Ecuador: Reaching Bulk of Housing Problem with Loans (Gustavo Riofrio to Mona Serageldin, Summary)

Authors:Mona Serageldin; David C. Jones; Sherif Lotfi; David Neilson; Thomas O’Malley; Gustavo Riofrio; Kimberley Wilson
Sponsors:USAID Regional Housing and Urban Development Office
Categories:Urban Finance
  
ID:1995_03_003

Related I2UD Projects

Gallery 16 – Venecuela: Caracas, 1989