Developing Decentralised Renewable Energy (DRE) Training Modules and Contents for the Financiers for SELCO Skill Institute

Title Financing Consultant - Training Content Development for the financiers    
End Date 15-06-2023
Timeline 6 Months
Expected area of expertise Content development, Content Writing, Module Development, Financiers Training Skill Knowledge of financing sector            
Form to submit 
Email ID
Website Link
https://forms.gle/nbtQof6NBMCA2oad9
procurement@selcofoundation.org
https://selcofoundation.org/career/#tab4


  

About SELCO Foundation

SELCO Foundation, 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.

Context

With the current climate and energy crisis, the role of a clean, decentralized and sustainable energy source has become crucial. Not only does it provide accessible and affordable energy to off-grid areas, it also ensures a broad space for technological solutions and innovations to counter the current crisis and to work towards enabling the sustainable development goals.

Access to sustainable energy is one of the most critical drivers of poverty alleviation, and when these energy access solutions are created with strong supporting financial, social ecosystems, it would significantly contribute towards improving quality of life and social-economic wellbeing. Among the supporting environments around sustainable energy access, finance is one of the most needed pillars for the marginalized in society to build assets and attain social security.

Lack of affordable finance, financial products and absence of appropriate channels has been one of the most critical reasons why many of the poor in the developing countries have remained in poverty. One of the key aspects of delivering reliable energy solutions to the poor is access to financing which enhances their affordability and ability to purchase solutions that are suited to their needs. It is evident that in the areas where development has happened, one of the strongest factors is the presence of financial institutes that provide long term, need-based affordable finance. The products available are also numerous thus providing the clients with various affordable options. Similar efforts need to happen in the poorer parts of the world.

To help build the capacity of the financiers of different financial institutions and in-depth training on decentralized renewable energy financing program design, decentralized renewable energy financial proposal evaluation by the financial institutions, technical knowledge with financiers’ perspective etc to ensure smooth and affordable DRE financing for the end users like small & marginal farmers, micro entrepreneurs etc. However, there is a dearth of learning materials to deliver quality training for the financiers. With SELCO’s open-source policy and aim to develop solutions for the sector, this project focuses on developing modules to impart operations aspects in a format that becomes usable, understandable and with little effort can be contextualized by anyone across the globe.

Objective

The objective is to develop training modules and contents for the training of the financiers of the financial institutions about the requirement of decentralised renewable energy financing to. The aim of the training is to achieve the below mentioned goals.

  • To develop the needed skill sets of the employees to build an efficient operations system
  • To provide hands-on support and practical exposure on operations and administration aspects.
  • To build the capacity of the entrepreneur and employees in the following areas:
    • Develop and improve the operations and management of the enterprise
    • Provide an in-depth learning on Decentralised Renewable Energy ecosystem
    • Provide intensive training on marketing, sales, communications, inventory, vendor management and documentation
    • Equip the enterprise to curate and compile an impactful product portfolio
    • Develop and build the skills of the employees to set up an effective pricing and costing system for the enterprise
    • Enable the clean energy enterprises to emerge as major stakeholders in the renewable energy sector.

Scope of the Work

The scope of the work is to create customized practical learning resources for financiers to strengthen their capacity for energy / decentralized renewable energy financing. The contents and modules will be developed for different level of financiers (decision makers, policy makers, branch managers, Corporate BCs, Customer Service Points BCs)

Developing Decentralised Renewable Energy (DRE) Training Modules and Contents for the Financiers for SELCO Skill Institute

Topic Module Details
Decentralised Renewable Energy Financing Training Toolkit for Decision Makers The aim of this module is to equip financiers to understand the climate change, its disproportionate impact on the poor, along with the inequality that gets accentuated by lack of reliable access; building an understanding of how Decentralised Renewable Energy (DRE) could democratize access to services, sources of livelihoods, and other critical aspects, thus building safety net for the vulnerable and equitable societies; Providing an understanding of the critical role that local FIs play in strengthening last mile implementations of energy access , and also DRE financing

Note: The on-boarded consultant / agency will analse the training requirement of BCs around decentralised renewable energy.
Decentralised Renewable Energy Financing Training Toolkit for Mid level management like Regional Manager , Chief Manager The aim of this module is to support the financiers for setting the process of DRE financing program design. The key components can be considered - Financing ecosystem -Building an understanding of criticality of the partnership with a capable local energy enterprise and solar/ equipment technology vendors - with an overview of end to end processes, financial literacy of the end users etc
  • Providing an overview of DRE technologies (Only solar or other DRE as well?) - with a focus on relevant PUE solutions that are relevant for the region
  • Cash Flow of the DRE solutions
  • Case studies of different geography
  • Financing unlocking tool
  • Operationalisation of the financing program across all the branches
  • Decentralised Renewable Energy Financing Training Toolkit for operationalisation of the financing for end users by Branch level officials The module aims to equip the financiers for DRE financing. The module may contain (suggested modules)
  • Providing an overview of DRE technologies (Only solar or other DRE as well?) - with a focus on relevant Productive Use of Energy (PUE) solutions that are relevant for the region
  • Why DRE Financing is needed to meet SDGs goal
  • Technical details of solar system
  • Case studies
  • Note: The on-boarded consultant / agency will analse the training requirement of BCs around decentralised renewable energy.

    Decentralised Renewable Energy financing training toolkit for BCs This module aims to strengthen the capacity of the BCs for DRE awareness creations and financing . The module may include -
  • About DRE solutions and technical details
  • DRE solutions cash flow for the financing
  • Awareness Creation channel
  • Case Studies
  • Note: The on-boarded consultant / agency will analse the training requirement of BCs around decentralised renewable energy.



    The work will involve developing training content for financiers including interactions and workshops with stakeholders, doing secondary research as per the requirement and creating toolkits, modules, decks, (by means of documents, decks, guidelines, 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 financing programs for financiers.Through this exercise, the aim is to give the learner a complete understanding of decentralised renewable energy ecosystem and need of financing for DRE solutions .The document should also be able to guide financial institutions training institute to replicate the training contents and modules in their own contexts and geographies.

    Training plan and materials required for all the modules

  • Training materials:
    • Training documents: Facilitator's guide and Learner’s manual
    • Deck for training with activity and experiential based learning and mapped videos
    • Handouts : Checklist, Templates, Guidelines etc.
  • Training methodology :Classroom sessions, exposure visit, shadowing, VR videos etc.

    Training Target Audience : Ecosystem Stakeholders

    • Financiers Decision Makers like Chairman , Managing Director , Chief Financial Officer , Vice President etc
    • Financiers Middle Level Management ike Regional Manager
    • Financiers Mid Operational level - Branch Manager , Assistant Manager
    • Financiers Micro Operation level - BCs
    • Trainers who will train these financiers

    Methodology and approach for content development

    The methodology includes, but is not limited to review and usage of existing content, stakeholder consultations, field visits, etc..

    • Jahan
    • Piloting of training modules: On field testing of the training modules and training of trainers on the training modules.
    • Revision of the training modules and contents post piloting feedback

    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.

    Deliverable Required Number
    Preparation Plan 1
    Curriculum 1
    Facilitator’s Guide 4
    Learner’s Manual 4
    Training Decks in such a format which can be uploaded on LMS 4
    Mapping of videos required for each training

    Note: We have few old contents available for your reference.

    Expertise Required

    • Agency/ Individual with an experience in hands-on and practical content development and assignment writing for financiers
    • Knowledge and familiarity with financiers requirement for asset based financing
    • Experience on compilation of financing related information is preferable
    • Excellent written and verbal communication skills

    Selection Criteria

    The technical proposal will be evaluated based on the following general areas:

    • Agency/ Consultant experience in the field of assignment
    • Understanding of the aims and objectives
    • The qualifications and relevant experience of the personnel.
    • One person of the agency / consultant is to be based at SELCO Foundation office , Bangalore for any kind of coordination
    • The financial proposal will be evaluated on the basis of expertise, cost, lead-time and proposed payment terms.

    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 operationalise it will be critical

    ***It is recommended that the consultant depute one representative with documentation and project management skills to be stationed at SELCO Foundation office in Bangalore during the duration of this project to work closely for this project. The consultant’s representative will have to follow SELCO’s working hours and holidays during the period that they work from the SELCO office. . The modalities can be further discussed and finalised at the time of signing the contract.

    Payment Terms & Conditions

    • Payment will be released as per content completion
    • 50% advance payment will be done for each content and remaining 50% will be released post completion of the content
    Content Ist Installment 2nd Installment
    Content 1 50 % payment advance Remaining 50% after completion of the Content 1
    Content 2 50 % payment advance Remaining 50% after completion of the Content 2
    Content 3 50 % payment advance Remaining 50% after completion of the Content 3
    Content 4 50 % payment advance Remaining 50% after completion of the Content 4

    Travel budgets for the field research and meetings shall be reimbursed by SELCO Foundation upon the submission of the original bills. Reimbursements and process to be followed as per SELCO Foundation’s Travel policy.

    Interested consultants / organisations, 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 https://forms.gle/nbtQof6NBMCA2oad9 on or before 15 June’23

    Annexure 1

    Content 1
    (State Level Workshop for financiers)
    Content 2
    (Meeting in a small group)
    Content 3
    (District Level Workshop for financiers)
    Content 4
    ( District Level Workshop for BCs)
    Target Audience Senior Level Financiers like MD, CFO , Chairman, Zonal Manager, Credit Dept. etc Middle Level Financiers like Regional Manager , Zonal Manager etc. Financiers involved in operations like disbursement of loan , implementation of credit linked schemes etc like branch manager , assistant manager, Corporate BCs Business correspondent (customer service points) , bank sakhis
    Training Duration 3-4 Hrs 3-4 Hrs Classroom Training: 4-5 Hrs + Field Visit - same day Classroom Training : 5-6 Hrs + Field Visit - Same day
    Delivery Model In-Person Training On-line through LMS In-Person Training On-line through LMS In-Persons Training + Field Visit On-line through LMS In-Person Training + Field visit On-line through LMS
    Content Climate change, inequality and energy poverty
    Overview of Decentralized Renewable Energy and its role in reducing inequality and poverty
    Why financing for DRE products? - Roles of financing ecosystem for DRE
    DRE Solutions and its different phases
    SELCO Process of building ecosystem for financing
    Case Studies of financing which SF unlocked - 10
    Overview of Decentralized Renewable Energy and its role in reducing inequality and poverty
    DRE Solutions and its phases with detailed about the solutions - business & financial model
    Cases : Designing DRE Financing program involving financing unlocking tools & roles and responsibility of different stakeholders (SKDRDP , KVGB , NESFB)
    Overview of Decentralized Renewable Energy and its role in reducing inequality and poverty/ Why DRE Financing is needed to meet SDGs goal
    SELCO process of building financing ecosystem - case studies
    Technical details of solar system
    DRE solutions with technical specification, indicative costing and cashflow (includes NE , Karnataka and Odisha Jharkhand solutions)
    Case Studies of unlocking finance - 10
    Overview of Decentralized Renewable Energy and its role in reducing inequality and poverty
    Technical details of solar system
    Solar Product knowledge technical specification and cash flow
    Channel of Creation of awareness and lead generation
    Partnership with Clean Energy Enterprises for the installation and service & maintenance
    Case Studies of unlocking DRE finance - 10
    Relevant Videos / Films for the target audience To be mapped out for the training To be mapped out for the training To be mapped out for the training To be mapped out for the training