Designing and developing toolkits and modules for supporting financial institutions from across the world to design end-user financing programs and solutions for long term asset based financing

About SELCO Foundation

SELCO Foundation is an NGO established in 2010 is working on building a holistic ecosystem for sustainable energy access. In this regard SELCO Foundation engages in technical, financial and social innovation, enterprise development, skill building and financial inclusion. The organization works on demonstrating and catalyzing the role of renewable energy across verticals of well- being, health, education, livelihoods and the built environment.

Documentation Brief

SELCO Foundation, along with its partners has been working to strengthen and unlock the end-user financing ecosystem in India for DRE (decentralized renewable energy) based solutions. This involves working with banks, MFIs, cooperatives, etc. and helping develop appropriate end-user financing tools and programs to provide long term asset based financing for DRE based applications.
With SELCO’s open source policy and aim to develop solutions for the sector, this project focuses on capturing SELCO’s learning in a format that becomes usable, understandable and with little effort can be contextualized by anyone across the globe.


The work will involve reviewing SELCO’s documentation on its financing work, interactions and workshops with stakeholders, doing secondary and primary research on the financial landscape in other parts of the world (see focus region below) and creating toolkits, modules, decks, (by means of documents, decks, videos, self explanatory checklists and other easy to use formats) which can be used in totality and in modular formats to help build capacities, co-develop programs, or design solutions and tools with any financial institution and other stakeholders working in finance ecosystem for DRE.
Through this exercise, the aim is also to capture the concepts, program designs and implementations to give the reader/ learner/ user a complete understanding of the program from its conceptualisation to the closure. The document should also be able to guide other stakeholders to be able to replicate these programs in their own contexts and geographies. SELCO is seeking a consultant to help achieve the above objectives and also present the documentation and the deliverables in a format which has (but not limited to):

  • Atleast 10 cases and decks on program analysis (financing programs across India and otherwise)
  • Atleast 5 institutional process documentation- both document and explanatory deck. (financial institutional structures in India and otherwise, eg. how is NABARD structured, each component of it, what support ecosystem was either developed or taken up by NABARD itself for its success, etc.- to document it in a way that anyone reading this document and deck are able to contextualize it to their geography or country)
  • Support in 5 explanatory videos to compliment the program (videography will be contracted separately- consultant will be expected to giving the information and work with SELCO to identify the concept of the video and handhold the video consultant on the quality and outcomes of the videos)
  • 5 modules of financial program design which can be used as a training and capacity building tool

The consultant will also be required to pilot these modules with relevant stakeholders of SELCO:

  • Plan a workshop with stakeholders of SELCO and its partners to pilot the modules and training documents
    This should help in getting feedback and improving the final documents and modules.

Methodology and approach

The methodology includes, but is not limited to secondary research, stakeholder consultations, field visits, etc.

  • Secondary research: in-depth understanding and review of the financing programs (aimed at providing long term asset based financing to consumers and end-users) across the world especially in the global south (Eastern Africa, Western Africa, South Asia, etc.)
  • Stakeholder consultations: Meeting and interacting with stakeholders from across India (including the ones from SELCO’s network) to verify the information and get feedback on the process, documentation and modules.
  • Field visits: This includes sample sites of meeting financial institutions, their end-users, their support ecosystem stakeholders who are designing, implementing and monitoring these programs on a regular basis in India.
  • Focus regions: This project is focused on creating modules which can be easily understandable and usable by anyone in the world. For ease of creating this and for piloting the same, the regions of Uganda, Tanzania, Rwanda, and Ethiopia can be selected from the east Africa region to map the learnings and programs to the financial scenarios, stakeholders and programs in those countries.
  • Relevance for low resource settings and of bottlenecks in considering these programs: An important aspect of the approach has been to ensure that the relevance for low-resource settings is highlighted, including taking note of the challenges, best practices and highlighting opportunities within the recommendations for both these communities and on all the bottlenecks that the stakeholders face in the given settings.

The above points are intended to help in making the learning more holistic which helps in creating a set of modules, decks, etc. Hence, understanding the process of creating these programs, bottlenecks around the same, and ways on how to operationalize it will be critical.

Kindly note: conditions and way to apply

***It is recommended that the consultant depute one representative/ or has a representative based out of Bangalore and is willing to work out of SELCO’s office on certain days of the agreement period.

Interested consultants, with relevant experience (please include samples and/or references of the previous similar work as proof of experience) and based out of India are requested to reach out with a detailed proposal giving a brief on the methodology and the process they will uptake for this project, including budgets (with break-ups and explanation), timelines and milestones and send the same to marking in cc with a subject line: “Proposal for designing and developing financing toolkits” on or before 15th of October 2022.