Training Consultant

Reports to: Senior Manager, WaterCredit Adoption
Location: Remote
Effective: Jan. 10, 2018


844 million people – about one in nine – lack access to safe water. 2.3 billion people don’t have access to a toilet. We are working every day to change this. We are We’re here to bring water and sanitation to the world. We want to make it safe, accessible and cost-effective because we believe that water is the way to empowering a better life that we can all share in, worldwide. We are an international nonprofit organization based in Kansas City, Missouri that has positively transformed millions of lives around the world through access to safe water and sanitation. Founded by Gary White and Matt Damon, we have been pioneering market-driven financial solutions to the global water crisis for more than 25 years, giving women hope, children health and communities a future. 


As part of the effort to expand’s solution of WaterCredit, both in current countries of operations and to new countries, will contract with a third-party organization (Consultant) to prepare a WaterCredit training package.  The Consultant will be responsible for the training/curriculum design, the production of training materials and facilitator guides. The following outlines the Terms of Reference (TOR) which anticipates for this assessment:

WaterCredit Training Objectives and Content

The training materials are expected to cover the following topics and include the following deliverables. The use of tables, graphics and charts to present information is strongly encouraged, as is the use of interactive components. 

  1. Objective: To facilitate the rapid and effective uptake of WaterCredit by providing effective training materials that facilitate easy understanding, adoption and scale.
  2. Content - Desired training module topics include the following. The final training module outline will be proposed by the consultant. 

  • The case for WaterCredit (including local market research, demand, water/sanitation situation, evidence of WaterCredit benefits for institutions and clients) (tied to toolkit 1) Includes suggestions or samples of technology guides for water and sanitation and/or assessments to use to determine what water and sanitation technology clients could use. Includes communication with external stakeholders
  • Product development (tied to toolkit 2)
  • Marketing (tied to toolkit 3)
  • Communication -  how staff communicates with clients to generate demand and sell the product (tied to toolkit 1)
  • Modules tied to toolkits 4 and 5 as consultant deems most effective. May include topics such as: Portfolio viability analysis, and conducting a sustainability assessment of the water and sanitation portfolio; Staff incentive structures;  Loan utilization assessment; Asset verification of a water and sanitation asset. Possibly include a component on the technical requirements.
  • A series of one-hour webinar sessions. Consultant will provide the presentation and the facilitation guide for the trainer to conduct the webinar. Content is to be proposed by consultant, but may include topics such as: A presentation of one specific tool in the toolkit; Topics as proposed by the consultant that will effectively supplement and/or reinforce the in-person or online training

3.  Use and format: The materials are intended to be global templates that can be adapted (via changing photos/drawings, translating text to local language, changing facts as needed to other regional and country contexts). The templates will be developed and used first in Mexico, so it is acceptable to prepare the trainings for use in Mexico with a structure that allows for easy adaptation to other regions and countries. When appropriate, indicate within the template where staff need to update/change information for another country context.

4. Audience: The audience is financial institution professionals, operations managers and loan officers.

Scope of work

Based on the provisions and details of these terms, will contract with the Consultant to perform the following services:

  1. Review all existing training modules and tools provided by
  2. Identify and review external resources 
  3. Prepare the deliverables identified below
  4. Make a verbal presentation to staff (by phone or in person) after submission of the final deliverables
  5. Undertake local language translation for, as required to fulfill these Terms

  1. Training plan, include suggested topics and content for each module
  2. Series of training modules, prepared in PowerPoint.  This includes:

  • A training module for a 3-hour high-level buy-in training, aimed at financial institution leadership, with the objective of introducing WaterCredit and our offering to the institution and generating enthusiasm and buy-in to future participation and product development.
  • A series of operational level training modules that provides the information needed to operations staff (department leaders, branch managers, loan officers) to develop, operationalize and then scale a water and sanitation loan product.  

                                          i.     These modules will be delivered in 3 sets of trainings.

                                         ii.     Each training will be 3-5 hours

                                        iii.     The trainings will be spaced approximately 6 months apart -  Therefore, the first set should focus on the skills necessary to adopt and implement WaterCredit. The second set should focus on skills needed once the product has been piloted and is operational. The third set should strengthen existing knowledge and provide staff with the skills needed to carry the product forward without further technical assistance.

  • A series of ten one-hour modules appropriate for delivery via webinar that will supplement the in-person trainings and will be delivered quarterly.

3. Trainer facilitation guides, prepared in Microsoft Word or similarly easy to edit software, that accompany each training module. The modules and/or guides should incorporate:

  • Relevant tools provided by into the training modules.
  • Custom-created additional tools as needed

4. Training feedback instrument

5. Tool validation/feedback instrument

6. Guidelines for staff managing or conducting the implementation of trainings and toolkits regarding best practices:

  • Conducting training (length, content, how to present information to maximize retention)
  • Best practices for designing tools and other written materials for financial professionals to maximize use and the retention of information. 
  • Recommendations on how to scale training among staff members within the financial institution

7. Recommendations for possible development of video and/or online training modules (including content; best practices for presentation and recommendations of online training platform options).

8. A list of external resources that could provide supplementary information for each topic.

Expected timeline

The approximate time requirements for the materials are as follows: 

  • Initial research, including phone interviews with financial institutions in Peru, Mexico, India, East Africa and Philippines, review of provided materials and external resources. Prepare outline of training contents (in English), both for in-person and potential online training (2 weeks)
  • review of training contents outlines (1 week)
  • Development of training modules and facilitation guide; Development of online training concept note (#7 under deliverables) (6 weeks)
  • review, field test & resubmission requests (3 weeks)
  • Revisions; Additional review & resubmission requests as necessary. Translation as necessary and check of translation for accuracy. (2 weeks)
  • Possible add-on; Development of online training modules (4 weeks)


The complete WaterCredit training package process is expected to take approximately four months, between January 29th and May 29th, 2018. 

A proposed budget shall be included with Consultant’s submission, and the final budget approved shall be fixed and not subject to negotiation. A sample budget template can be provided. The Consultant shall provide budget information either in this format, or in a manner that includes similar details. All amounts shall be presented in USD. Budget notes are encouraged. 

Minimum qualifications and skills

Applicants may be individuals, groups of individuals with a designated team lead, or firms. Applicants must have at a minimum the following qualifications:

  • Proposed staffing plan includes at least one native or fluent English speaker as lead writer
  • Expertise in the development of training content and in the development of materials to facilitate adult learning
  • Demonstrated experience and familiarity with the micro-finance sector and the training and learning needs of financial practitioners
  • Experience designing training materials related to water and sanitation is desired, but not required. 
  • Experience developing online training materials preferred, but not required. 

Proposal submission and contact 

Proposals must include at a minimum the following sections: 

  1. Summary discussion of knowledge needs of financial professionals, particularly related to the development of a new financial product. 
  2. Discussion of tasks to be undertaken by consultant and proposed methodology for completion
  3. High-level recommendations regarding module content and structure. 
  4. Project staffing plan and staff bios
  5. Proposed key dates and timeline
  6. Firm qualifications and relevant work experience
  7. English writing sample
  8. Example of previously designed training module, facilitator guide and if relevant, online training module or platform
  9. Budget presented in manner equivalent to template provided above, with explanatory notes where necessary

Proposals must be signed by an official who is authorized to bind the organization. Proposals from consortia or partnerships are welcome. 

Proposals from outside the United States may be considered.

Proposals should be submitted to [email protected] no later than January 19, 2018 noting “WaterCredit Training Package Consultant Proposal” in the subject line.   Proposals submitted after January 19, 2018 will not be considered.

The contact persons for the WaterCredit Training Package project is: Jessica Jacobson, Senior Manager, WaterCredit Adoption, [email protected]

This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required. For a complete TOR, please contact [email protected]