Claim Submission

Claim Submission

The NEP Solar Home Systems OBF program uses the NEP Platform powered by Odyssey exclusively. Please read the guide thoroughly for instructions on how to submit your monthly claims to the NEP program. 

 

In addition to this participation guide, please review the complete Odyssey user guides and FAQs to troubleshoot

any issues, or reach out to the Odyssey support team via the support chat box in the bottom right corner of the application.

1. Create Claim

Once your pre-qualification application has been Selected, you may submit claims on a rolling basis. 
  1. Click on Finance > Programs

  2. Select the REA NEP SHS program to open it

  3. Click on Claims from the top navigation bar and create a Solar Home System claim

  1. You must create a new claim each month to submit the new connections for that month. This will be done beforethe 15th of each month.
  REA Requirement:
  1. You must label each claim by the month submitted using the format Month_Year_Name of Company (EX. "04_2022_Odyssey" for April 2022").
  2. You must also submit, at least, an average of 150 connections/month over three months.

  • Complete the claim information 
  • Click each field to fill out the required information
  • Learn more about each field below
Asset Name: Enter the month that your claim will be submitted using the Month_Year format
  1. Notes: Not required, but you may enter claim information here
  2. Country: Select "Nigeria" from the dropdown menu
  3. State: Select the city of your headquarters or distribution center (this field is not essential but must be
    filled out to proceed). 
  4. Program: you must add the project to the corresponding program in the Programs field in order to
    submit your claims. You will not be able to complete your proposal if the project is not registered with the program. 
  1. Save your claim 
NOTE: If the Save button is gray, make sure all fields are completely filled out. Once all the required information is entered,
the button will turn green.

 

2.  Populate Connections Template

You will need to submit proof of customer connections for each solar home system installed in order to receive the grant disbursement. You will need to create a new claim each month to submit a set of connections for that month.
  1. Download Template Connections
  1. Navigate to the connections module of the claim
  2. Select the Download Template button to download an excel template where you can import your proof of customer connections (e.g. newly installed systems). A description of the data you should include in each column is outlined below:

Column 

Definition 

External ID

Required - This is the ID of the system associated with the connection. This value must be unique for each row. In most cases, this is the serial number of the meter

Customer Name

Required - The name of the customer being connected to power. 

Gender of Primary Account Holder

Required - Specify the gender of the primary account holder of the connection. 

Customer Category

Required - The customer category of the connection. Each value must be either "Residential" or "Commercial". 

Customer Type

Required - The customer type name of the customer connection. This is a sub-category within Customer Category.  A few examples would be Large Household, Small Household, Shop, Tailor, etc. 

Location (Address)

Required - The physical address of the customer connection. 

Location (State)

Required - The state within Nigeria of the customer connection. 

Phone Number

Required - Enter the phone number associated with the customer connection.

Latitude

Required - The latitude of the connection in Decimal Degrees (ex: an acceptable format is: "12.7518" not 12°45.108' N)

Longitude

Required - The longitude of the connection in Decimal Degrees (ex: an acceptable format is: "12.7518" not 12°45.108' E)

Payment Date

Required - The date the customer made payment. The date should be formatted as: "YYYY-MM-DD" in your Excel template (ex: you would enter 2019-11-15 if the payment was made on November 15, 2019).

Serial Number

Required - Enter the serial number of the solar home system installed for the connection.

Model

Required - The model of the solar home system installed for the connection.

PV Capacity

Required - The capacity (in Watts) of the installed solar home system of the customer connection. 

Document URL

Include URLs for supplementary photos/documents/resources as proof. 

Discounted Sales Price

Required - Enter the discounted sales price of the system.

Input 0 if you are yet to apply the discount to the sales price

Total Sales Price

Required -Enter the total sales price of the system

Type of Payment

Enter the type of Payment as either Outright or Installment.


3. Upload Connections Template

When you have completed your Excel template, follow the instructions below to import the connections into Odyssey
  1. Select the Import/Update Connections button
  2. Upload the completed template
  3. Make any edits directly in the software by clicking a connection or Download Connections and re-upload
  4. Check the Submittable column to see whether the required information on each connection has been provided
  1. If the column says "Yes", you have provided the required information and can submit your connections.
  2. If the Submittable column is red and contains "No", you are either missing data that needs to be provided or your connection has already been submitted. Filter by "No" to see which connections need additional information.   Missing rows are highlighted it pink.

4. Verify your Connections

If you have successfully integrated your payment data onto the Odyssey platform, you can remotely verify your connections. See more about how to integrate your CRM software to Odyssey here 


To verify the connections in your claim;

  • Select the checkbox next to each connection you would like to submit

  • Select Verify

  1. Once you select Verify: the verification process will be Initiated and the status of each of them will be displayed. Review the meaning of each status below:
  1. Verification in progress
    The request to verify the connection has been sent.

  2. Payment not found
    A payment document could not be found for the external ID of the connection.
  1. Meter reading not found
    A meter reading could not be found for the external ID of the connection.

  2. Data out of date range
    Payment was found, but not within the date range of the rule. The payment date on your monthly claim has to be close in range to the payment date from your CRM data.

  3. Didn't meet requirements
    Payment is equal to/less than zero (0). Payment from CRM data has to be greater than zero to be verified.

  4. Error during verification
    An unexpected error occurred.

  5. Verified
    Verification was successful

 Note: Use the Remote verification dashboard in your account to investigate failed connections.

5. Submit your Connections

Once you have completed your verification process follow the steps below to submit your connections to the Program Administrator.
  • Select the checkbox next to each connection you would like to submit
  • Select the Submit button
  • Choose Submit Selected Connections or Submit All (Filtered) Connections from the dropdown menu
  • Verify that all connections were submitted in the summary panel at the top of the page
    • Filter the Submission Status to "Not Submitted" to see connections that were not submitted
    • Verify that your connections are complete (see above) and resubmit

6. Messaging program administrators

You can communicate with the Program administrators 

  • Navigate to the Messages module in your claim.

  • Write your message 

  • Click on Submit


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