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Grant Management System

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Presentation on theme: "Grant Management System"— Presentation transcript:

1 Grant Management System
cbpf.unocha.org

2 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

3 Setting up a Login Go to Click Login

4

5 ERF Myanmar from the drop down list
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

6 Capacity Assessment All existing and new partners to be reassessed for capacity Two part process Due diligence “Risk Assessment” – Desk review of documents for all partners Capacity assessment – For most partners will use proxies

7 Due Diligence Application
Contact information Basic organisation information Organisation experience in country Signed Standard Declarations Key documents Off-line Due Diligence Application

8 Due Diligence Application
Go to Log in to GMS Land on Home page for Myanmar ERF

9 GMS – Home Page

10 Mouse over Risk Assessment Click on Application Form
Risk Assessment Process Mouse over Risk Assessment Click on Application Form

11 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

12 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

13 Application Form: Top half of page
Don’t forget to click Save or all changes will be lost Don’t forget to check the box Click to add highest official in country Click to add HQ focal point Click Save to close Click to add Global legal representative

14 Click to add HQ location Don’t forget to check the box if current
Application Form: Bottom half Click to add HQ location Don’t forget to check the box if current Click Save to close

15 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

16 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!

17 Click Documents Tab Tab to switch to the next Tab of application
Application Form: Top half of page Click Documents Tab Tab to switch to the next Tab of application

18 Required Documents Documents Form Bank Statement
Identity documents of legal representative 5 signed declarations National registration / MOU Donors & grants for last 3 years Organisational Organogram -

19 Click to download instructions
Documents Form Click to download instructions

20 Click to upload Bank Statement
Documents Form Click to upload Bank Statement Write comment here about file Click to select file Click to upload

21 Repeat process with other documents
Documents Form Repeat process with other documents

22 Fill out, print, sign, scan, and upload Click to download Template
Documents Form Fill out, print, sign, scan, and upload Click to download Template

23 Additional Documents Documents Form 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 Additional Documents

24 Additional Documents 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

25 Select “All Other Additional Documents”
Documents Form Select “All Other Additional Documents” Click to upload additional documents Description of file being uploaded Click to select file Click to upload Repeat process until all additional documents are uploaded

26 Click Bank Info Tab to switch to the next Tab of application
Documents Form → Bank Info Click Bank Info Tab to switch to the next Tab of application

27 Click to add New Bank Information
Bank Info Form Click to add New Bank Information

28 Click to add New Bank Information
Bank Info Form Click to add New Bank Information

29 Complete all relevant fields related to your bank account
Bank Info Form Complete all relevant fields related to your bank account Input bank information in this section 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

30 When ready to submit the Due Diligence application, click here
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

31 Questions? Contact: James Weatherill ERF Fund Manager
Humanitarian Financing Unit


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