Tuesday, January 15, 2019

Call for Proposal: WaterConnect Adoption Training (WACAT) Indonesia Package Development

1.      BACKGROUND
Water.org is an international non-profit charitable organization based in the US.  It has field or country offices in 13 countries which includes Indonesia and the Philippines.  Water.org is focused on promoting wide access to water and sanitation services, especially toward poor households or Base of Pyramid (BoP) households. Water.org works with partner organizations in various countries including microfinance organizations and water utilities. The purpose is to help these institutions promote water and sanitation loans or water connection financing services (in the case of water utilities) to BoP households..  As of September 2018, Water.org has empowered more than 16 million people (include 586K people in Indonesia) through its major programs to gain access to clean water and sanitation. 

WaterConnect Indonesia. Since 2016, Water.org Indonesia has been working with water utilities (PDAMs) and wastewater utility (PD PAL) in Indonesia on implementing WaterConnect program. Currently, Water.org has established cooperation with 4 PDAMs in Java Island and 1 PDPAL in DKI Jakarta Province to offer water financing products to improve access to clean water to low-income communities. Throughout the past two years, the program has produced great results and high demand to scale the program through an “adoption” approach.
WaterConnect Adoption Training (WACAT). To provide PDAMs with TA effectively and systematically, Water.org plans to develop a Training of the Trainer (ToT) conceptual package to train (1) any new direct engaged PDAM partners and (2) individual “trainers” that will be acting as training agents to subsequently train PDAMs on behalf of or in partnership with Water.org.
2.      SCOPE OF WORK 
Assignment Summary
Consultant will be responsible to assist Water.org in reviewing the generic modules set and provide recommendation to modify and adjust the content to the local Indonesian Urban Water Utility (PDAMs/PDPALs) context. The WACAT Package module set will be used by Water.org Indonesia’s PDAM partners understand WaterConnect program approaches and increase their capacities and strengthen their internal capacity to implement the program. The scope of work for “WACAT Indonesia Package Development” consultancy work are as follows: 
1.                Develop Four WaterConnect Modules including trainer guideline, toolkits, visual aids and related documents needed on how to implement the program and is easy to understand by Water.org Indonesia, trainers, and PDAMs top management and field staff. The Consultant shall develop modules listed as follows:
a.      Module 1: Marketing Strategies and Customer Acquisition 
b.      Module 2: Human Resource Development
c.      Module 3: Financial Risk Management 
d.      Module 4: Innovative Financing Scheme for Low Income Household
e.      Study Cases.. Case Study might be part of each modules and they are designed in simply narrative, easy to understand and might need maximum 2 pages.
2.                Trainer Manuals: is the document that accompany each of the modules to assist trainers when delivering the training session. It mainly contains the method for trainers to lead a training and group activities. It also has a deeper explanation on the materials presentation. The training is also expected to be spread out throughout clients’ branches by the attendees. This manual is expected to be able to help the trainees in delivering the message to their peers.
3.                Working Paper/Case Study: each module is also completed with case study and working paper for group discussion activity. These materials are the supporting materials to help participant understand the key messages.
4.                The Consultant should design and use a few Quizzes in some of the training sessions to gauge whether the participants are able to absorb the materials being taught.  
a.      Each session should not have more than 2 quizzes and each quiz should not be longer than 7 questions. 
b.      Answers to the quizzes should be discussed afterwards to check the right and wrong answers and clarify the subject matter further. 
5.                WACAT Package Pilot Testing
6.                Toolkit: Water.org’s standardized guidelines for WSS product development which provides more extended technical information to the materials.

3..        TIMELINE
The WACAT Indonesia Package Development is required to be completed by March 30, 2019, Detailed timeline is as follows:

1)     Draft deliverables are completed – 1 month after sign agreement
2)     Consultant submits draft final deliverables by March 15, 2019. Water.org will provide comments within 7 working days and the Consultant shall submit final deliverables by March 30, 2019.

4.   DELIVERABLES
The following table provide deliverables expected from consultant:



No
Activity
Purpose
Activity Description
Output
Estimated Working Day(s)
1
Module Review
Develop 4 WaterConnect Modules
Consultant to dig deeper into the key messages and adjust the content based on the Water utility (PDAM) in Indonesia PDAMs. It is expected to provide case study and motivational messages to the trainees.
The module set is also subject to be translated into Bahasa Indonesia with adjusted financing and PDAMs terms as needed.
Adjusted Module
To be adjusted with the schedule
2
Trainer Manual
Adjusted Trainer Manual
3
Toolkit Review
Adjusted Toolkit
4
Working paper/case study
Adjusted Working Paper/Case Study
5
Training pilot
Consultant to test out the adjusted modules to similar possible participants.
Consultant to seek the information quality and training method effectiveness of the adjusted training module set through one training pilot. Feedback from the training pilot should be well documented and addressed to further refine the module.
- Training pilot delivery on selected topic
- Report on training pilot
To be adjusted with the schedule
6
Module set refinement
Consultant follow up the feedback from the pilot
Consultant perform refinement to the modules set based on the feedback received during the pilot.
Refined Module Set
To be adjusted with the schedule
7
Presentation to Water.org Indonesia Team
Consultant to present their recommendation of the adapted modules
Consultant presenting the final module set to Water.org Indonesia team
Presentation
To be adjusted with the schedule
8
Training Delivery
Delivery of training to WACAT Partners based on the future arranged schedule
Consultant to provide the training to Water.org Indonesia's WACAT partners at the arranged schedule.
Training Delivery and Training Report
To be adjusted with the schedule

All documents related to this scope of work will be wholly-owned by Water.org. The Consultant is not entitled to distribute the secondary data, reports and deliverables, wholly or in part, without the prior written permission of Water.org.

5.    REQUEST FOR PROPOSAL
Water.org aims to hire a Consultant to work with Water.org Indonesia to develop WACAT package as described in the scope of work outlined above. The proposal should include a technical and financial proposal well as a project timeline, please refer to number 7. Timeline section for additional information. Applicants may be firms or groups of individuals with a designated team lead.  Applicants must exhibit the following qualifications: 
·        Demonstrate experience in developing training packages for business organization in English and Bahasa Indonesia
·        Demonstrated experience with Urban Water Utility (PDAM)
·        Demonstrated experience and familiarity with the WASH and/or Banking and Finance Sector particularly microfinance sector

6.   BUDGET
The budget proposal must be submitted by the Consultant, and approval of the final budget is fixed and cannot be negotiated. All budgets will be provided in IDR or USD[KK1] . Budget notes are encouraged.

Examples are provided the attached budget template. Consultant must provide budget information in the attached format, or with any other format that specifies the details of the same. All components of the tax should be included in the budget. The Consultant will be responsible for paying all the taxes.

ACTIVITY
Plan Date Activity
Estimated Number of Persons per Day
Personnel Costs
Unit Cost
Total










Activities Total




Other Related Costs
Total Travel
Number of Persons (Travel)
Unit Cost
Total
Travel




Plane




Train




Cars / Other




Per diem




Communication




Supplies




Tax
Tax type
% Tax


Total - Other Costs




Grand Total





A sample of payment terms is by following:
·        First tranche - 35% of the contract price – upon signing of the Contract
·        Second tranche – 35% - upon draft training package completion
·        Third tranche – 30% - upon submission of the final reports

7.        SUBMISSION PROPOSAL
Full proposals must be sent to emailed to Dwinita Wulandini Water.org Indonesia Program Manager at email address dwulandini@water.org, copying positions_indonesia@water.org with “WACAT Indonesia Package Development” in the subject line. Proposal submission deadline is January 31, 2019 Jakarta Time Zone. Proposals will be examined in turn.


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