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

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

3. 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 ….

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

5. 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)

6. 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)

7. Screenshot: My Trust Funds (myTF)

8. Screenshot: Region/GP Dashboard (standard reports)8

9. Sreenshot: BI/AO
(Customized Report) 9

10. Screenshot: New Development Partner Center

11. 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

12. 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

13. 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

14. 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.

15. Thank you