Trust Fund Monitoring Tools Louisa Huang, EAPDE POV ACS Day July 2017

Data, Information, and Knowledge 1.85 President Obama is 1.85 meters high Black Americans are 1.85 meters in height on average

What am I looking for? What is the fund balance of my trust fund? What is the % of BETF contribution to ASA in my country? How many TFs are slowly disbursing in my practice? Is the donor unpaid contribution high enough to trigger RVP attention? Is the lending data and TF data integrated in one place ….

Tools Trustee Grant Development Partner Center - MyTF website Regional Trust Fund Dashboard (prepared by Dfi monthly and sent via email) Standard Reports Analysis for Office

TF Information for Better Management 5/7/2018 TF Information for Better Management Instrument When to Use 1) “myTF” is good for individual TF information or TFs for individual TTL 2) “Operations Dashboard” is good for TTL and/or PM portfolio 3) The TF country report is good at TF disbursement and approval and its comparison with BB, IBRD, and/or IDA in the last 3 years. It does not capture the contribution/grant amount/disbursement, etc., of TFs older than 3 years even though they are still active as of today. 4) The VPU dashboard in BI, provide an overall picture of TF portfolio and could be customized at regional or GP level. 5) TF Dashboard by regional/GP TF team: customized based the above sources. 6) DPC offers development partners to access their portfolio across all the financing instruments along with option of drilling down to fund level. MyTF2 Operations Dashboard TF country report BI TF Report Regional TF Dashboard New Development partner Center(DPC)

Path to Useful Reports Individual TF ; Exception Monitoring Type “myTF”: (require passkey) TF Country Report, VPU/GP Dashboard Type “reports”: trust funds (standard report) Operations dashboard Type “taskteam” (as TTL) or “PM” (as practice manager) Donor Report Type “clientconnection”, Select “DPC” TF analytical report in BI : Type “BI” : bireporting – analytics – trust fund analytics (AO as interface for customization)

Screenshot: My Trust Funds (myTF)

Screenshot: Region/GP Dashboard (standard reports) 8

Sreenshot: BI/AO (Customized Report) 9

Screenshot: New Development Partner Center

Select a Parent TF # and find the following information : Demo and Exercise 1: MyTF – type “myTF” Select a Parent TF # and find the following information : Contribution received from the Donors ? Who are the Donors ? How much funds available ? Closing Date ? How many grant accounts ? Other information ? TF072129

Select your GP and find the following information : Demo and Exercise 2: Dashboard – type “reports” Select your GP and find the following information : Grant portfolio as of today Overdue GRM TF projects in problematic status

Select your country and find the following information : Demo and Exercise 3: TF Dashboard – type “reports” Select your country and find the following information : RETF share of new commitments in the past 3 years BETF share of operational expenditure in the past 3 years

Select an agency and find the following information : Demo and Exercise 4: Development Partner Center– type “clientconnection.worldbank.org” Select an agency and find the following information : Contributions to various instruments (IBRD/IDA TFs, IDA, IFC and FIFs) Funds managed by GPs, CCSAs, Regions and Others central units. WBG Commitments and Disbursements to Countries and Regions, Financial information linked with operational information Progress reports, Completions reports of various projects. Access to Indicative Budgets, legal agreements, policy documents, framework agreements.

Thank you