Advisor’s Knowledge Base

General Information

Please navigate to Climate Invest to reset or create your password. 

After clicking the link under the Sign in button, a new window will open asking for your email address. Please use the email address you were registered with in Climate Invest. 

You will receive an email with a link to set a new password for your Climate Invest account. You will automatically be logged in to your account after resetting/creating your password.

Please also check your spam/junk folder for an email from Climate Invest if you do not receive it in your inbox. 

Climate Invest stores information about users and their linked organisations. 

To update your personal information, please navigate to PEOPLE > My Profile and click the Edit button on the top left of the form. Please do not forget to save after updating your personal information.  

To update your organisation’s information, please navigate to ORGANIZATIONS > My Organization and click the Edit button on the top left of the form. 

Please keep your personal data on Climate Invest up to date, as it is used for the contracting and invoicing processes! 

You bank account information is required to ensure smooth processing of your invoices by the PFAN team. 

Please navigate to PEOPLE > My Profile on the grey menu bar on the left side of your screen. On top of the form, click the + sign next to the Bank Accounts headline. Please insert all relevant information into the pop-up window. Please be aware that the Name of the Account Holderneeds to be identical to the name stated in your contract. 

You can amend the information provided through clicking on the blue link that appears after saving. 

Due to sensitive data about yourself, your organisation and the projects you are coaching, we advise that you log out of Climate Invest when you are not actively working in the system anymore. 

In order to log out, please click to the cogwheel on the bottom left of the portal page and select ‘Logout’. 

Projects and Reports

Documents that were submitted from the entrpreneur, e.g. Project Proposal, Financial Model and Business Plan can be found at the bottom of the project card. 

In order to access the documents on the project card, please navigate to PROJECTS > Active Projects, select the respective project and scroll to the very bottom of the card. 

You can preview the document by clicking the magnifying glass on the right side of the respective document. You can open the document preview in a separate window through clicking the pop out icon on the top right of the preview screen. 

In some reports you will be asked to upload documents to the report card, e.g. the Interim and Final Coaching Reports. 

To add documents please scroll to the bottom of the respective report card. You can either use the ‘+’ sign next to the name of the required document or the ‘+’ sign on the top left of the Attachment or Documents box. 

After clicking the ‘+’ sign, a pop-up window will appear where you can either drag and drop or browse your files to add a document. Please wait until the upload status is 100% for the upload to be completed. 

You can change the document type (e.g. Final Report, TOR, …) of already uploaded documents though clicking the ‘edit document icon on the right side of the document name. Please select the respective document in the dropdown menu and click save. 

There are two different types of reports that can be assigned to you as an Advisor: the Interim Coaching Report (formerly Assessment Report) and the Final Coaching Report. Once a report is created, you can find them in the REPORTS > New/Sent Back AdvisorReports section of the Advisor’s Portal. 

Please select the report you would like to work on by clicking the respective overview box. Click the Edit button to start working on your report. Please be aware that all fields in the Interim Coaching Report need to be filled out before submitting the report. Additional information about the specific assessment criteria can be found when clicking on the ‘Assessment Criteria’ heading at the bottom of each section. Do not forget to save your report! 

Please be aware that you need to click the SUBMIT button on the bottom left to submit your report for review. Once you saved and submitted your report, the status will change from New to REEEP Review and you will not be able to edit the form anymore. 

You can find the submitted report in the Completed Advisor Reports section. 

Error messages will show when mandatory fields were not filled out or mandatory documents not uploaded to the report.  

After clicking the submit button, a red error message will show on top of the form indicating which information is missing. You can also find the fields lacking information by scrolling through the form and looking for bold and red text. 

Climate Invest will not let you submit the report before completing the missing information. 

Information about Tipping Point Requests can be found when scrolling to the bottom of the grey bar on the left side.

Please navigate to Tipping Point Facility > Active to find information about all active Tipping Point Requests. You can find all attached documents at the bottom of the form. 

Framework Agreement, Call-Off Requests and Reports

In July 2020, PFAN introduced a new Framework Agreement between REEEP and the Advisor. The final stage in the network accession process is for the prospective PFAN Advisor to sign the Framework Agreement which sets out the services which the Advisor is to project project developers on a call-off basis. 

The Framework Agreement includes a total of seven Call-Offs, which can be requested by the PFAN Advisor based on the Advisor’s perceived need of the project. Once a project is accepted into the PFAN pipeline by the Technical Committee, the first Call-Off that is allocated to the Advisor is always Call-Off 1, and therefore there no requirement for the Advisor to request it. 

Once Call-off 1 has been submitted, approved by the Regional Coordinator and paid for, PFAN Advisors can request the following Call-Offs: 

  • Call-Off 2 – Project Development 
  • Call-Off 3 – Investment Facilitation 
  • Call-Off 4 – Finance Mobilisation Report 
  • Call-Off 6 – Ad-hoc Services (e.g. events) 

Call-Off 5 – Supplementary Support and Call-Off 7 – Project Update and Re-Assessment are exclusively requested by either the Technical Committee or the Regional Coordinator. 

Call–offs are requested by the PFAN Advisor based on the Advisor’s perceived needs of the project.  

Please see more detailed information such as deliverables, expected outcome and financial remuneration in the tables below. 

More detailed infromation on the Framework Agreement and the Call-Offs can be found in the PFAN Handbook (link) or the PFAN Journey PowerPoint (link), and new Framework Agreement webinar (link). 

Call-Off Requests and Reports

New Call-Offs can be requested in the Advisor’s Portal from active Project Cards (Call-Off 2 – 4) as well as from the Regional Supporting Services card (Call-Off 6).  

There are different questions linked to each Call-Off request. These questions are mandatory and need to be answered before being able to submit the Call-Off request. 

Regularly save your Call-Off request to not lose any data. All Call-Off requests that have not yet been submitted or sent back by the PFAN team can be found in the PFAN requests section under New / Sent Back Call-Off Requests. 

Once all the relevant information has been provided, you can submit the Call-Off request by clicking Submit on the bottom right of the form. The submitted request will show in the Submitted Call-Off Requests section of the Advisor Portal. 

Once you have submitted the Call-Off request, it will be reviewed by the PFAN team. You will receive an email notification once the Call-Off request has been approved. After the approval of the Call-Off request, the PFAN team will prepare a Call-Off contract that needs to be signed between yourself and REEEP. 

Similar to the previous contracting system, a number of deliverable reports has to be submitted for each Call-Off (see tables above). The format as well as the workflow of the deliverable reports is identical to the previous reporting system. 

More information on how to find, edit and submit reports can be found in ‘Edit and Submit a Report’ in this Knowledge Base.  

Invoicing

Depending on the Call-Off, invoices can be started from the project card or the regional supporting services card. Call-Offs 1-5 are started from the project card while Call-Offs 6-7 need to be started from the Regional Supporting Services card. If you are invoicing for deliverables under the old contracting framework, please start your invoice from the project card. Project cards can be found in the Active Projects section under PROJECTS. 

A new invoice can be started through clicking on ‘Create Invoice’ on the very top of the form, wherein a pop-up window will open. Relevant personal information such as address and bank account information will be shown after saving the invoice. Guidelines on how to update your bank account information can be found here. 

Alternatively to working in the small pop-up invoice, you can click ‘Save’ and open the invoice in a bigger window in INVOICE > New. 

Before submitting your invoice, you must specify the deliverable or Call-Off you are invoicing for. 

To add a deliverable or Call-Off, please navigate to the respective invoice at INVOICE > New and scroll to the ‘Items for Invoicing’ section. After clicking the ‘+’ sign, a new window will pop up in which you are asked whether you want to invoice for a deliverable (for old DP, IF contracts) or a Call-Off. Depending on your selection, you can select the respective deliverable or Call-Off you want to invoice for. Please be aware that you cannot invoice for deliverables under a Call-Off separately but only invoice for all deliverables under a Call-Off e.g. PDD1 & PDR2 for Call-Off 2. 

After choosing the respective deliverable or Call-Off, Climate Invest will auto-complete the amount you are invoicing for according to your contract. 

An overview table will be displayed including the deliverable type or Call-Off, the amount and the status after saving. 

Please be aware that invoices for Call-Offs 1-5 are started from the respective project card while invoices for Call-Offs 6 & 7 need to be started from the Regional Supporting Services card. 

For submitting your invoice, please navigate to the INVOICE > New section and select the invoice you would like to submit. You can find the submit button on the bottom right of the form. 

After submission, the status of your invoice will change from ‘New’ to ‘PFAN Check’. The invoice itself will move from the ‘New’ section to ‘Under Review’.  

Please be aware that you are not able to edit the invoice or the deliverables after submitting your invoice. However, you can still view your submitted deliverables through clicking on ‘View’ on the invoice form. 

You can also check the status of your invoice at the top of the project form in PROJECTS > Active Projects. 

Once your invoice is approved by the PFAN team, the payment will be processed. You can monitor the status of your payment at the top of project form in PROJECTS > Active Projects. 

Once your invoice is reviewed and approved by the PFAN team, you can track the status of your payment at the top of the respective invoice form. The ‘Payment Status’ section will only be displayed on approved invoices. 

To access your approved invoices, please navigate to INVOICE > Completed and click the respective invoice. The ‘Payment Status’ section shows both the amount that will be paid and the status of the payment. 

The status of the payment can be either ‘Processing’ or ‘Paid’. 

You will receive an email notification once your invoice has been paid. Please allow for up to five days for the money to arrive in your bank account. 

Information about Tipping Point Requests can be found when scrolling to the bottom of the grey bar on the left side.

Please navigate to Tipping Point Facility > Active to find information about all active Tipping Point Requests. You can find all attached documents at the bottom of the form. 

If you have any additional questions or face any problems, please contact support@pfan.net. 

 

Photo: EarthSpark International