Transcript No Slide Title

Grant Management System
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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
Click Login
Go to http://cbpf.unocha.org/
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Check the box
next to your
user group
Select
ERF Myanmar
from the drop
down list
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 process
1. 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 Process
Mouse over Risk Assessment
Click on Application Form
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Risk Assessment Process
Click 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
National
Registration
Number
International Registration
Number (for INGOs in
country of origin)
Alternate Organization Name
Click to add
focal point
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Application Form: Top half of page
Don’t forget to click Save
or all changes will be lost
Don’t forget to
Clickcheck
to addthe box
highest
official in
countryClick Save
Click to add
HQ focal point
to close
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
Don’t forget to
check the box
Click Save
to close
Click to add
Trustee
Don’t forget to click Save
or all changes will be lost!
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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
Bank Statement
Identity documents of legal
representative
Required
Documents
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 file
Click to upload
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Documents Form
Repeat process with
other documents
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Documents Form
Fill out, print, sign,
scan, and upload
Click to download
Template
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Documents Form
Constitution
Mission statement
Annual reports (3 years)
Annual financial statements
Country level work plan/budgets
External audits of organisation
Additional
Documents
Audits of projects in Myanmar
Evaluations made in Myanmar
Project narrative reports
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Documents Form
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
Additional
Documents
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Documents Form
Select “All Other
Additional Documents”
Description of file
being uploaded
Click to select file
Click to upload
additional
documents
Click to upload
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 Form
Input 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 ready to submit
the Due Diligence
application, click here
When all required
information is
input/uploaded into
the GMS, tabs will no
longer appear pink
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Questions?
Contact:
James Weatherill
ERF Fund Manager
[email protected]
09-42-812-7430
Humanitarian Financing Unit
[email protected]
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