Gender RBF - (clean cookstoves)

Gender RBF - (clean cookstoves)

The Gender-focused RBF Pilot uses the Odyssey platform exclusively for claims submission and milestone tracking. Please read the guide thoroughly for instructions on how to submit your sales claims and share ongoing data with Odyssey. 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.

For upfront payment

  1. Integrate your CRM - In order to automatically share payment data with Odyssey for milestone disbursements, you will integrate your CRM with the Odyssey platform. The Odyssey Support team will support you through this process, but basic instructions are linked below:
    1. Google Sheet Integrations
    2. Angaza Integrations
  2. A “Pre-Claim” will be created in your account, called “Company Name_Pre-Claim” and will be found in the Claims section of the Gender RBF Pilot Program on Odyssey. The purpose of this Claim is to track your upfront payment.
    No connections will be uploaded / submitted for this claim.
  3. Upfront payment will be disbursed within 30 days of contract execution

For new product sales and Milestone 1 disbursement:

  1. Create a claim

    You may submit up to one claim for sales per month July 2024 to January 2025. At a minimum, each claim should have 50 sales.

    1. Click on Finance > Programs
    2. Select the Gender RBF Pilot Program from your Programs list
    3. Click on Claims from the top navigation bar and create a Productive Use claim
    4. Each claim must be labeled with the format Claim #_Month (i.e. Claim 1_July)
    5. Complete claim information
    6. Click each field to fill out the required information
      1. Asset Name: Enter the month that your claim will be submitted using the “Claim #_Month” format
      2. Notes: Not required, but you may enter claim information here
      3. Country: Select Country from the dropdown menu
      4. State: Select the city of your headquarters or distribution center (this field is not essential but must be filled out to proceed)
      5. Program: you must select the Gender RBF Pilot Program from the dropdown list to attach the claim to the program

  2. Connections Template
You will need to submit proof of customer sales for each productive use claim and sale in order to receive grant disbursement. You are required to create a new claim each month to submit a new set of deployments for that month.
a. Download template
  1. Navigate to Connections section of the claim
  2. Select the Download Template button to download an excel template where you can import your proof of customer deployments. A description of the data you should include in each column is outlined below

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 downloading the
  4. connections, editing them and re-uploading them
  5. Check the Submittable column to see whether the required information on each
  6. 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/cells are highlighted it pink.
IndicatorDescription
Customer Details: Customer ID / Unique IdentifierThe customer identifier in your internal systems and CRM. 
Customer Details: Customer NameThe name of the customer who purchased and uses the system. 
Customer Details: Date SoldThe date the system was sold.
Customer Details: Customer GenderPlease select the gender of the customer. 
Customer Details: VillagePlease enter the name of the village where the customer lives. 
Customer Details: CountryPlease select the country where the customer lives: Kenya, Nigeria, Uganda, Ghana, Tanzania
Customer Details: CurrencyPlease select the currency of sale from the dropdown: KSH, Nigerian Naira, UGX, GHS, TZS
Product Details: Product Serial NumberPlease enter the serial number of the product sold. 
Product Details: What appliance is being sold?Select the category of appliance being sold: Clean cookstove, Solar water pump, Solar cold storage, Solar ag-processing
Product Details: Product NameSelect the approved product that was sold from the dropdown list: Ag Processing - Wet Grinder, Ag Processing - Cassava Grater, Ag processing - Hammer Mill, Cold Storage - Nigeria 195L (Ice Maker), Cold Storage - Nigeria 195L Ice Maker - Battery Integrated Freezer (Mini), Cold Storage - Nigeria 195L Ice Maker - Battery Integrated Freezer + Solar Panel (Midi), Cold Storage - Nigeria 195L Ice Maker - Battery Integrated Freezer + Solar Panel (Maxi), Cold Storage - Nigeria 208L - Freezer Alone, Cold Storage - Nigeria 208L - Battery Integrated Freezer (Mini), Cold Storage - Nigeria 208L - Battery Integrated Freezer + Solar Panel (Midi), Cold Storage - Nigeria 208L - Battery Integrated Freezer + Solar Panel (Maxi), Cold Storage - Nigeria 538L - Freezer Alone, Cold Storage - Nigeria 538L - Battery Integrated Freezer (Mini), Cold Storage - Nigeria 538L - Battery Integrated Freezer (Midi), Cold Storage - Nigeria 538L - Battery Integrated Freezer (Maxi), Cold Storage - Kenya 208L - Freezer Alone, Cold Storage - Kenya 208L - Battery Integrated Freezer + Solar Panel (Mini), Cold Storage - Kenya 208L - Battery Integrated Freezer + Solar Panel (Midi), Cold Storage - Kenya 208L - Battery Integrated Freezer + Solar Panel (Maxi), Cold Storage - Kenya 538L - Freezer Alone, Cold Storage - Kenya 538L - Battery Integrated Freezer + Solar Panel (Mini), Cold Storage - Kenya 538L - Battery Integrated Freezer + Solar Panel (Midi), Cold Storage - Kenya 538L - Battery Integrated Freezer + Solar Panel (Maxi), Cold Storage Kenya 195L Ice Maker - Freezer Alone, Cold Storage Kenya 195L Ice Maker - Battery Integrated Freezer (Mini), Cold Storage Kenya 195L Ice Maker - Battery Integrated Freezer + Solar Panel (Midi), Cold Storage Kenya 195L Ice Maker - Battery Integrated Freezer + Solar Panel (Maxi), Cold Storage - Uganda 208L - Freezer Alone, Cold Storage - Uganda 208L - Battery Integrated Freezer (Mini), Cold Storage - Uganda 208L - Battery Integrated Freezer + Solar Panel (Midi), Cold Storage - Uganda 208L - Battery Integrated Freezer + Solar Panel (Maxi), Cold Storage - Uganda 538L - Freezer Alone, Cold Storage - Uganda 538L - Battery Integrated Freezer (Mini), Cold Storage - Uganda 538L - Battery Integrated Freezer + Solar Panel (Midi), Cold Storage - Uganda 538L - Battery Integrated Freezer + Solar Panel (Maxi), Cold Storage - Uganda 195L - Freezer Alone, Cold Storage - Uganda 195L - Battery Integrated Freezer (Mini), Cold Storage - Uganda 195L - Battery Integrated Freezer + Solar Panel (Midi), Cold Storage - Uganda 195L - Battery Integrated Freezer + Solar Panel (Maxi), Cold Storage - Nigeria 300L Scanfrost (Freezer Alone), Cold Storage - Nigeria 300L Scanfrost (Maxi), Cold Storage - Nigeria 600L Scanfrost (Freezer Alone), Cold Storage - Nigeria 600L Scanfrost (Maxi), Cold Storage - Nigeria 242L Brumh (Freezer Alone), Cold Storage - Nigeria 242L Brumh (Maxi), Cold Storage - Nigeria 219L Thermocool (Freezer Alone), Cold Storage - Nigeria 219L Thermocool (Maxi), Cold Storage - Nigeria 519L Thermocool (Freezer Alone), Cold Storage - Nigeria 519L Thermocool (Maxi), Water Pumps - ClimateSmart Direct + RainMaker 2S, Water Pumps - ClimateSmart Direct + RainMaker 2S, Water Pumps - ClimateSmart Direct + RainMaker 2C Kubwa, Water Pumps - ClimateSmart Direct + Surface Pump, Water Pumps - ClimateSmart Battery + RainMaker 2S/2C, Clean Cookstove, 214L Thermocool Freezer, 150L Thermocool Freezer, 158L Koolboks Freezer (Maxi)
Payment Details: InstallmentsPlease select from the the payment plan purchased for the product sold. You can only select from payment plans that were previously approved by the Gender RBF administrators for each product: 2 months, 3 months, 5 months, 6 months, 8 months, 11 months, 12 months, 15 months, 17 months, 21 months, 23 months, 24 months, 30 months, 36 months, 50 weeks
Payment Details: Retail Total Sale PriceThe total sale price of the system over the installment period. 
Payment Details: Retail Down Payment AmountThe amount of down payment paid by the customer. 
Payment Details: Retail Monthly Installment AmountThe monthly installment amount paid by the customer. 
Customer pre-pilot survey: How many people are in the customer's household?Please enter a number value. 
Customer pre-pilot survey: Before sale, have you had access to the appliance you are purchasing? Please select from the dropdown: Yes, No
Customer pre-pilot survey: If yes, how often have you used the appliance?Please select from the dropdown: Daily, Weekly, Once every two weeks, Monthly, N/A
Customer pre-pilot survey: Do you have a personal source of income?Please select from the dropdown: Yes, No
Customer pre-pilot survey: If yes, how do you earn your income?Please enter a text response. 
Customer pre-pilot survey: If you have a personal source of income, what has been your average monthly income (USD) prior to purchasing this appliance?Please enter a number value. 
Customer pre-pilot survey: Before purchasing this appliance, what has been your household’s sources of income?Please enter a text response. 
Customer pre-pilot survey: Prior to purchasing this appliance, how much income (USD) did your household earn on average per month (including yourself) on average across the year, taking into consideration seasonality? Please enter a number value. 
Customer pre-pilot survey: [For  water pumps] Before purchasing this appliance, how much money (in USD) did you spend in a month on irrigation / water collection? Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For  water pumps] Prior to purchasing this appliance, on average how many hours in a day do you spend on irrigation or water collection? Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For ag-processing] Before purchasing this appliance, how much money (in USD) did you spend in a month on ag-processing? Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For ag-processing] Before purchasing this appliance, how many hours in a day did you spend on running / working in a microenterprise that uses an ag-processing machine?  Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For clean cookstoves] Before purchasing this appliance, how much money did you spend (in USD) in a month on cooking fuel?  Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For clean cookstoves] Prior to purchasing this appliance, how many hours per day do you spend collecting firewood?Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For clean cookstoves] Prior to purchasing this appliance, how many hours per day do you spend cooking?Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For clean cookstoves] Prior to purchasing this appliance, how many hours per day do you spend running or working in a microenterprise based on cooking?Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For cold storage] Before purchasing this appliance, how much money did you spend (in USD) in a month on cold storage / running your business?  Please enter 0 if this is not the product type sold. '
Customer pre-pilot survey: [For cold storage] Before purchasing this appliance, how many hours in a day did you spend on running / working in a microenterprise that uses cold storage? Please enter 0 if this is not the product type sold. 

4. Submitting your connections

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

For Milestone 2 and disbursement based on usage:

Because your integration will have been set up at the outset of the program, disbursements will be automatically calculated based on whether a system has achieved the criteria of a payment within the last 45 days.

For Milestone 3 and end-line disbursement:
 6 months after claims submission, you’ll receive a notification to edit your claim and upload end-line survey data. To submit your end-line survey data;

1. Navigate to the Connections section of the claim
2. Select the Download Template button to download an Excel template where you will enter end-line survey data. You’ll notice this template includes different fields from the original template you completed for Milestone 1 disbursement. 

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 downloading the connections, editing them and re-uploading them
  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/cells are highlighted in pink.
Messaging program administrators

You can communicate with the Program administrators via the Messages section provided under the program. To do this,
1. Navigate to the Messages module in your claim.
2. Write your message
3. Click on Submit



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