Cooperativa Fondesurco (Peru)

Case Study: Cooperativa Fondesurco & HEDERA

Energy access is multidimensional. In order to quantify and address energy demand and energy needs of the rural population, it is highly necessary to implement tools that are not limited to a purely binary assessment (household connected/not connected to the grid). Assessing energy needs shall take into account a wider range of attributes, measuring energy access in terms of affordability, reliability, quality, and safety of energy, as well as include the possibility of using modern and alternative sources (e.g., solar home systems, mini-grids). The purpose of this study was to assess energy access of 137 households in the region of Arequipa (Peru). The approach implemented is based on the Multi-Tier Framework (MTF), developed by The World Bank.

The objective of this project is to analyze the access to energy of a sample of clients of the microfinance institution Cooperativa Fondesurco with the HEDERA Impact Toolkit for energy access assessment. Relevant information concerning the use, associated costs and several attributes describing access to electricity and cooking solutions has been collected the customers of the financial institution in rural and remote areas using the App HEDERA collect.

The sample - and the evaluation of the energy access attributes - allows also to evaluate a baseline with respect to SDG7: Affordable, reliable, and safe energy for all. The baseline evaluation is based on standard metrics, implementing the Multi-Tier Framework (MTF) developed by the ESMAP sector of The World Bank. The case study is also a pioneer application of the Progress out of Energy Poverty Index (PEPI), which is also based on the MTF.


Household data can be efficiently collected using the mobile survey integrated in HEDERA collect. The survey optimizes the ESMAP Energy Survey based on the Multi-tier framework, and can be efficiently completed in less than 15 minutes.

HEDERA offers two approaches for data collection

  • In Person (the App is used by loan officers during household visits)

  • Combination of in person and telephon interview (the App is used by both loan officers, for example to record GPS, and by employees interviewing the clients by telephone)

In both cases, collected client data can be integrated into exiting databases available at the institution, in order to perform analysis including demographic, social, and credit historical data

import os,sys, folium, pandas
HIT_PATH = '../../../../src/' # local path to HIT src code
sys.path.insert(0, os.path.normpath(os.path.join(os.path.abspath(''), HIT_PATH)))
import hedera_types as hedera
import odk_interface as odk
from pivottablejs import pivot_ui
import matplotlib.pyplot as plt

# change plot layout
#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})

# load institution data
mfi = hedera.mfi(2)
odk_data_dir = '../../../../../ODK_Collect_Data/Fondesurco/'
odk_survey_folder = ['FONDESURCO_1/','FONDESURCO_2/']
odk_data_name = [odk_data_dir + odk_survey_folder[0] + 'PEPI_results.csv',
                 odk_data_dir + odk_survey_folder[1] + 
mfi.gpsFile = '../../../../../HIT-2019/_datasets/Fondesurco/HederaGPS/All.txt'
mfi.data_client_file = '../../../../../HIT-2019/_datasets/Fondesurco/ClientDatabases/data_with_GPS_3.csv'
data = mfi.read_survey(odk_data_name, delimiter=":")
mfi.HH = odk.households(data)
collection_overview = odk.overview(mfi.HH,mfi)

Collection overview


The Map allows to visualize the location of the collected GPS data. Missing data points are displayed with coordinated (0,0)

#Define initial geolocation
initial_location = [-15.6, -71.66]
map_osm = folium.Map(initial_location, zoom_start=8,tiles='Stamen Terrain')
colors = {0: hedera.tier_color(0), 1 : hedera.tier_color(1), 2 : hedera.tier_color(2), 
          3 : hedera.tier_color(3), 4 : hedera.tier_color(4), 5: hedera.tier_color(5)}
mfi.HH.apply(lambda row:folium.CircleMarker(location=[row["GPS_Latitude"], row["GPS_Longitude"]],
                                        popup=' MTF Index: ' + str(row['E_Index'])).add_to(map_osm), axis=1)

Data per location

Data have been collected in five different locations.

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})

Access to Electricity


#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})

MTF Index (Access to electricity)

The MTF Index is given, for each household, by the minimum ranking among all considered attributes.

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})
mfi.tier_barh(['E_Index'],['Access to Electricity'])

Power Sources

Primary Sources of Electricity and Illumination

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})

Use of Multiple Power Sources

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})
collection_overview = odk.overview(mfi.HH,mfi)

MTF Electricity Index vs. Primary Source

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})

Access to Cooking Solutions

Primary Cooking Fuels

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})

Attributed describing access to cooking solutions

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})

MTF Index (Cooking solutions)

The MTF Index, for each household, is given by the minimum ranking among all attributes

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})
mfi.tier_barh(['C_Index'],['Access to Modern Cooking Solutions'])

MTF Index (Cooking Solutions) vs. Primary Cooking Fuel

#plt.rcParams[""] = "TW Cen MT"
plt.rcParams.update({'font.size': 20})