Grant Management System cbpf.unocha.org. 2 Grant Management System On-line tool to manage full ERF...
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Transcript of Grant Management System cbpf.unocha.org. 2 Grant Management System On-line tool to manage full ERF...
Grant Management Systemcbpf.unocha.org
2cbpf.unocha.org
Grant Management System
• On-line tool to manage full ERF programme cycle:
• Application for eligibility• proposal submission → review →
agreement → reporting → final audit
• Will be used for all new proposal submissions starting from May 2015
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Setting up a Login
Go to http://cbpf.unocha.org/Click Login
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Select ERF Myanmar from the drop
down list
Check the box next to your user group
Select organisation from list – if not present, contact OCHA
For Clusters only, not Agencies or NGOs
Click Submit
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Capacity Assessment
• All existing and new partners to be reassessed for capacity
• Two part process1. Due diligence “Risk Assessment” –
Desk review of documents for all partners
2. Capacity assessment – For most partners will use proxies
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Due Diligence Application
• Contact information
• Basic organisation information
• Organisation experience in country
• Signed Standard Declarations
• Key documents
Off-line Due Diligence Application
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Due Diligence Application
• Go to http://cbpf.unocha.org/
• Log in to GMS
• Land on Home page for Myanmar ERF
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GMS – Home Page
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Risk Assessment ProcessMouse over Risk Assessment
Click on Application Form
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Risk Assessment ProcessClick Tabs to switch between three pages of Application
Application Form – Basic organisational Information
Documents – Upload documents
Bank Information for project payment
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Application Form: Top half of page
Click to add focal point
National Registration
Number
International Registration Number (for INGOs in
country of origin)
Alternate Organization Name
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Click to add highest
official in country
Application Form: Top half of page
Don’t forget to check the box
Click Save to close
Don’t forget to click Save or all changes will be
lost
Click to add HQ focal
point
Click to add Global legal
representative
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Application Form: Bottom half
Click to add HQ location
Don’t forget to check the box if current
Click Save to close
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Application Form: Bottom half
Click to add main office (in country)
location
Click to add sub-office location
Provide complete
information for each of
these points
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Application Form: Bottom half
Click to add Trustee
Don’t forget to click Save or all changes will be
lost!
Don’t forget to check the box
Click Save to close
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Application Form: Top half of page
Click Documents Tab Tab to switch to the next Tab of
application
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Documents Form
Required Documents
Bank Statement
Identity documents of legal representative
5 signed declarations
National registration / MOU
Donors & grants for last 3 years
Organisational Organogram
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Documents Form
Click to download instructions
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Documents Form
Click to upload Bank Statement
Write comment here about file
Click to select fileClick to
upload
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Documents Form
Repeat process with other documents
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Documents Form
Click to download Template
Fill out, print, sign, scan, and upload
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Documents Form
Additional Documents
Constitution
Mission statement
Annual reports (3 years)
Annual financial statements
Country level work plan/budgets
External audits of organisation
Audits of projects in Myanmar
Evaluations made in Myanmar
Project narrative reports
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Documents Form
Additional Documents
Implementing partners
Reference letters
Policies and manuals, including•Procurement policy•HR policy•Finance/Admin policy•Security/safety policy•Child protection policy•Cross-cutting issues•Sub-granting policy•Code of conduct
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Documents Form
Click to upload
additional documents
Select “All Other Additional
Documents”
Click to select fileClick to
upload
Description of file being uploaded
Repeat process until all additional documents
are uploaded
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Documents Form → Bank Info
Click Bank Info Tab to switch
to the next Tab of application
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Bank Info Form
Click to add New Bank
Information
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Bank Info Form
Click to add New Bank
Information
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Bank Info FormInput bank
information in this section
Complete all relevant fields related to your
bank account
Input bank account information in this
section
Input correspondent bank information if
applicable
Don’t forget to click Save or all changes will be
lost
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Completing Due Diligence Process
When all required information is
input/uploaded into the GMS, tabs will no longer appear
pink
When ready to submit the Due Diligence
application, click here
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Questions?
Contact:
James Weatherill
ERF Fund Manager
09-42-812-7430
Humanitarian Financing Unit
