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

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