Procurement

TERMS OF REFERENCE

CAPACITY BUILDING FOR FINANCIAL INSTITUTIONS ON RENEWABLE ENERGY AND ENERGY EFFICIENCY (RE/EE) FINANCING.

Implemented by UIBFS in collaboration with GIZ PREEEP

October-November 2026

1. Background

Uganda’s transition towards a low-carbon and climate-resilient economy requires increased mobilisation of private and institutional finance for Renewable Energy (RE) and Energy Efficiency (EE) investments. Financial institutions play a critical role in providing appropriate financial products and credit to businesses, enterprises and projects investing in RE/EE solutions.

However, in a Baseline and Needs Assessment (BNA) conducted among financial institutions, it was identified that there are several capacity gaps among credit officers and assessors in appraising RE/EE projects. These gaps included limited understanding of RE/EE technologies and business models, challenges in assessing project cash flows and financial viability, limited capacity to identify and mitigate RE/EE-specific risks, and limited experience in structuring appropriate financing solutions.

In response to these gaps, the Uganda Institute of Banking and Financial Services (UIBFS), in collaboration with GIZ PREEEP, is implementing a structured RE/EE training programme targeting different levels within financial institutions.

PREEEP is implemented by GIZ on behalf of German government in cooperation with the Ugandan Ministry of Energy and Mineral Development (MEMD). PREEEP aims at improving the contribution of selected public and private actors to the implementation of market development and decentralization strategies in the fields of Renewable Energy (RE) and Energy Efficiency (EE) in Uganda through four key components:  Component 1: Capacity development, Component 2: Skills and Market development, Component 3: Decentralization and Component 4: Policy.

PREEEP through its Skills and Market development component intends to further promote market development initiatives through a practical and tailored training to equip financial institutions with the relevant tools, knowledge and skills, necessary for unlocking the potential of clean energy financing and driving sustainable development. The program aims to support local partner institute, the Uganda Institute of Banking and Financial Services (UIBFS) integrate RE/EE course amongst its course offerings for the financial sector with professionals from selected financial institutions composed of commercial banks, Non-Governmental Organisations and Microfinance Institutions trained on RE/EE lending principles for unlocking domestic capital. The training modules that have been developed via baseline and needs assessment are well integrated with different work packages to enable FI professionals such as Credit Officers, middle and top management make fact-based decisions while undertaking RE/EE lending and strategizing.

The training for Credit Officers (Credit Managers, Administrators and Loan Officers) and Assessors will focus on strengthening practical skills required to identify and generate business cases, appraise, structure, disburse, monitor, and report RE/EE financing opportunities/performances.

2. Purpose of the Terms of Reference

These Terms of Reference define the scope, deliverables, responsibilities and implementation arrangements for a qualified facilitator or training team to support UIBFS in designing and delivering practical training on RE/EE financing for two cohorts of credit officers and assessors from participating financial institutions.

3. Training objectives and expected outputs

The training aims to strengthen participants’ practical capacity to identify, appraise, structure, assess risks for, and monitor RE/EE financing opportunities.

By the end of the training, participants should demonstrate improved ability to:

• Explain relevant RE/EE technologies, business models and financing opportunities.
• Conduct technical, financial and credit appraisal of RE/EE projects.
• Assess and mitigate technical, financial, market, operational, environmental and climate-related risks associated with RE/EE financing.
• Structure appropriate financing solutions based on project cash flows and risk profiles.
• Integrate relevant ESG and climate-related considerations into credit appraisal and decision-making.
• Prepare, review and monitor RE/EE financing proposals and related portfolios.
• Apply RE/EE financing concepts through case studies, financial modelling and project-appraisal exercises.
• Recognize applicable green classification, documentation and reporting considerations, including relevant provisions of Uganda’s National Green Taxonomy 2025, as confirmed through approved training materials

4. Scope of work and work packages

The assignment shall be implemented through the following four work packages

5. Training content and methodology

The detailed programme shall be finalised with UIBFS and GIZ and aligned to the BNA findings and the approved session plan. Subject to that review, the training shall cover:

1. RE/EE technologies, applications, business models and market opportunities relevant to Uganda.
2. RE/EE project screening, technical appraisal and due diligence.
3. Credit appraisal and financial viability, including cash-flow projections, repayment capacity, net present value (NPV), internal rate of return (IRR), debt service coverage ratio (DSCR) and sensitivity analysis.
4. Technical, financial, market, operational, environmental and climate-related risks and mitigation measures.
5. Financing structures appropriate to project cash-flow profiles and risk characteristics.
6. Preparation and review of credit proposals, including relevant documentation and decision-making considerations.
7. Environmental, social and governance (ESG) and climate-related considerations in appraisal.
8. Post-financing monitoring of RE/EE projects and portfolios, including relevant indicators and reporting practices.
9. Relevant requirements and application considerations under Uganda’s National Green Taxonomy 2025, subject to confirmation of the applicable official guidance.

The methodology shall be practical and participatory, combining short presentations, facilitated discussions, group work, case studies, financial-modelling exercises, project-appraisal exercises and simulations. Materials and examples should be contextualised to Uganda’s financial sector and RE/EE market. Sufficient time shall be allocated to practical application.

6. Training cohorts, duration, dates and venue

The training shall be delivered to two cohorts. Each cohort shall receive three training days, resulting in six training delivery days in total. The dates, daily schedule, participant numbers and venue remain subject to confirmation by UIBFS in consultation with GIZ.

The financing experts shall back stop the energy expert to ensure the technical materials are streamlined with the necessary bank processes.

7. Participant composition and selection

Participants shall be drawn from selected participating financial institutions targeted under the RE/EE financing capacity-building programme. The intended profiles include credit officers, loan officers, credit analysts, credit assessors, credit managers/administrators, relationship managers and other relevant staff involved in credit generation, assessment, approval, disbursement, lending, portfolio management and recoveries. Selected UIBFS and programme technical staff may also participate where appropriate.

UIBFS shall lead participant identification, selection and confirmation in consultation with GIZ and participating financial institutions. Selection criteria, cohort composition and participant numbers shall be agreed before invitations are issued. The facilitator shall advise on the participant profiles and any prerequisite knowledge required for effective learning.

8. Required expertise and team composition

The assignment may be delivered by an individual facilitator or a team. The provider shall demonstrate the expertise necessary to cover both RE/EE technical considerations and financial-institution credit appraisal practice.

9. Roles and responsibilities

10. Learning assessment, monitoring and reporting

The facilitator shall administer a pre-training assessment to establish participants’ initial knowledge and understanding of RE/EE financing and a post-training assessment using the same or directly comparable measures. Results shall be analysed by cohort and in aggregate to show changes in knowledge and understanding. The report should state the number of participants assessed, assessment completion rates, scoring approach, results, limitations and any outstanding learning needs.

Training content shall include appropriate RE/EE portfolio monitoring and reporting practices. Relevant provisions of Uganda’s National Green Taxonomy 2025 should be addressed where applicable to the participants’ roles and the programme’s objectives. UIBFS/GIZ shall confirm the specific official taxonomy guidance and report expectations to be referenced in the approved materials.

11.Deliverables and reporting schedule

The final training report shall cover a minimum of:

• Summary of activities and delivery against the approved programme.
• Participant numbers and attendance by cohort, with relevant disaggregation where available and appropriate.
• Pre- and post-training assessment results, including the approach used to calculate learning gains.
• Summary of practical exercises and participant performance.
• Participant feedback, lessons learned and good practices.
• Remaining capacity gaps and recommendations for future capacity development.
• Annexes, including the final agenda, attendance records and assessment tools/results, subject to applicable data-protection requirements.

12. Assignment duration and implementation schedule

Energy Expert trainer: The training delivery comprises 12 days in total: Six days of material development and three (3) days for each of two cohorts.

Financial modelling specialist: The training delivery comprises 8 days in total: 2 days of material development and three (3) days for each of two cohorts.

Preparation activities shall be completed before the first cohort, and the consolidated training report shall be submitted within five working days after completion of the second cohort, subject to the reporting deadline.

13. Training materials, ethics and data handling

The facilitator shall submit all training materials to UIBFS for review and approval before delivery.

• The facilitator shall use relevant policies, guidelines, standards and reference materials appropriate to RE/EE financing and credit assessment.
• Participant assessment data and feedback shall be handled confidentially and used only for training assessment, reporting and agreed programme purposes.
• The facilitator shall share training records and deliverables with UIBFS through the agreed secure channel and shall not disclose identifiable participant results without authorization.
• The facilitator shall incorporate reasonable feedback from UIBFS into materials and delivery arrangements before the training.

14.Financial and contracting arrangements

Facilitation fees, financial proposals, payment terms and any reimbursable costs shall be addressed separately through the applicable UIBFS procurement and contracting process. The facilitator’s financial submission shall follow the instructions issued by UIBFS.

Application Deadline: 29^th, October, 2026

Submit applications to:procurement@uib.or.ug