Scope of Work and Deliverables
The consultant will perform the following tasks:
- The consultant will conduct an assessment to determine the investment readiness status of the 12 BEs. This will be done through physical visits to the BEs sites.
- The consultant will provide training, coaching and mentorship to support the BEs to develop/review documents including Business plans, Pitch decks and 3-year financial plans.
3.1 Investment Readiness Assessment:
- Assess the current financial and operational status of selected Biodigester Enterprises.
- Identify gaps in business models, financial management, and investment readiness.
- Provide a detailed report with actionable recommendations for each BE on how to improve their readiness for investment.
3.2 Business Plan Development:
- Guide BEs through the process of developing or refining business plans that align with investor expectations.
- Ensure business plans get tailored to the specific needs of each enterprise and sector, considering financial projections, market strategies, and operational goals.
- Work closely with BEs to incorporate recommendations & enhance operational efficiency, market penetration, and financial sustainability.
3.3 Baseline Financial Data Development:
- Support BEs to compile and analyse their financial data, ensuring accuracy and consistency.
- Provide tools, templates, and training to help BEs develop baseline financial statements, including Profit & Loss (P&L) statements, and cash flow projections. Help BEs understand key financial metrics, profitability, and risk factors associated.
3.4 Advanced Results-Based Financing (RBF) Support:
- Work with BEs to ensure they are well-prepared to apply for and receive advanced RBF.
- Support BEs to develop financial models that clearly demonstrate their capacity to achieve results-based financing objectives.
3.5 Capacity Building and Mentorship:
- Provide capacity building sessions for BEs in areas such as financial management, business development, and investment readiness.
- Offer one-on-one mentorship to address specific challenges and foster long-term growth for each BE.
4. Methodology
- The assessment will be done through physical visits to the BEs sites
- The mentorship, coaching and training will be done through one-on-one sessions with the BEs. The consultant will conduct both physical and virtual sessions based on the status and needs of the BEs.
5. Consultants’s Deliverables
- A needs assessment report indicating the investment readiness status of all the 12 Bes including recommendations for improvement.
- 12 bankable business plans
- Baseline financial data and refined 12 pitch decks
- In-depth feedback to BEs on business plans with financials/ investment proposals. All documents will be developed by enterprises and reviewed by the consultant.
- 3-year financial plans with realistic projections for all the 12 Bes
- Final consultancy report with Training Materials, including attendance lists, and post-training evaluations.
Note: Committed BEs who complete their documents before the end of the contract will be eligible to receive advance RBFs.
Qualifications
10. Qualifications: The applicants shall possess the following minimum qualifications as mentioned in the Technical Assessment Grid.
TECHNICAL ASSESSMENT
Capabilities and Expertise
Extensive expertise in providing investment readiness advisory and financial consulting to renewable energy growth-oriented SMEs in Uganda (25 marks)
Documented experience in offering Business Advisory Service/support to renewable energy enterprises in Uganda to obtain growth-focused debt – capital, Expertise in developing business plans, financial analysis, and structuring investments. (Attach evidence of similar past engagements). Share at least 3 references for similar assignments conducted complete with contact details with in last two years. (25 marks)
Detailed Workplan: a detailed workplan falling within the proposed assignment’s timeframe (10 marks)
Experience in facilitating interactive and participatory workshops and Demonstrated capacity to mentor and build the capacity of entrepreneurs. (10 marks)
Strong knowledge of the biodigester and clean cooking sector, with a solid understanding of the challenges and opportunities for enterprises in this field. (10 marks)
Financial Proposal clear budget matching deliverables as detailed. (20 marks)