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Direct Payments

21 February 2024

Harmonized Approach to Cash Transfers (HACT)

The policy and the procedures have been updated to reflect the following changes:Revision to approval requirements for direct payments in non-local currency has been added in paragraph 9 of the policy, where non-local currency payments to international suppliers engaged in line with the Letter of Agreement (LOA), the Responsible Party Agreement (RPA), the Performance Based Payment Agreement (PBPA), or similar contracts or agreements, as well as the project document or the annual work plan will be approved by Head of Office provided the contractual documents specify disbursements in non-lo ...

The policy and the procedures have been updated to reflect the following changes:

  • Revision to approval requirements for direct payments in non-local currency has been added in paragraph 9 of the policy, where non-local currency payments to international suppliers engaged in line with the Letter of Agreement (LOA), the Responsible Party Agreement (RPA), the Performance Based Payment Agreement (PBPA), or similar contracts or agreements, as well as the project document or the annual work plan will be approved by Head of Office provided the contractual documents specify disbursements in non-local currency.
  • Seeking UNDP HQ Treasury’s approval before non-local currency disbursement are made has been removed in paragraph 9 of the policy in line with the new changes to paragraph 9.
  • The explanatory notes in step 7 of the procedure have been updated to reflect the changes in the policy.
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Direct Cash Transfers and Reimbursements

21 February 2024

Harmonized Approach to Cash Transfers (HACT)

The policy and the procedures have been updated to reflect the following changes:Revision to approval requirements for non-local currency advances has been added in paragraph 9 of the policy, where payments for specifically identified activities and expenditures expected to be incurred in non-local currency in line with the Letter of Agreement (LOA), the Responsible Party Agreement (RPA), the Performance Based Payment Agreement (PBPA), or similar contracts or agreements, as well as the project document or the annual work plan will be approved by the Head of Office, provided the contractua ...

The policy and the procedures have been updated to reflect the following changes:

  • Revision to approval requirements for non-local currency advances has been added in paragraph 9 of the policy, where payments for specifically identified activities and expenditures expected to be incurred in non-local currency in line with the Letter of Agreement (LOA), the Responsible Party Agreement (RPA), the Performance Based Payment Agreement (PBPA), or similar contracts or agreements, as well as the project document or the annual work plan will be approved by the Head of Office, provided the contractual documents specify disbursement in non-local currency. Other non-local currency payments shall only be made, after seeking UNDP HQ Treasury approval.
  • Revision to paragraph 13 of the policy to include the requirement for UNDP HQ Treasury’s approval where the Partner maintains separate bank accounts for the project. If the project needs advances to make payments in local currency and non-local currency with applicable approval in line with the POPP, then two bank accounts matching the approved currencies of advances should be opened.
  • The explanatory notes in steps 8 and 9 of the procedure have been updated to reflect the changes in the policy.
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Use of UPL and LPL

19 January 2024

Direct Project Costing

Further guidance on preparing service bills to projects and recovering service costs (DES/DPC) is now available. The Zero Dollar Invoice (ZDI) shall be used for initial entries and subsequent correcting entries shall be done in the original invoices.

The following user guides are now published in the procedure steps:

Step 8 – User Guide on DES (DPC) Entries in Quantum: How to perform invoice adjustment on processed PO invoice, How to adjust Distribution information (or COA) and Project Segment in Non-PO Invoices.

Step 9 – Guidance on DPC Exception Report
Direct Payments

28 December 2023

Harmonized Approach to Cash Transfers (HACT)

The changes made are to provide additional clarification on HACT transaction processing in Quantum and references to available reports relevant for management of HACT balances.
Direct Cash Transfers and Reimbursements

28 December 2023

Harmonized Approach to Cash Transfers (HACT)

The changes made are to provide additional clarification on HACT transaction processing in Quantum and references to available reports relevant for management of HACT balances.
UN Agency Services

18 December 2023

UN Agency Services

The SCA dashboard has been linked in a new step 9 of the UN Services Procedure. Country offices and business units can now monitor and resolve the SCA rejections in a timely manner. 
Service Clearing Account (SCA): Charging, Billing and Fee Collection

18 December 2023

UN Agency Services

The SCA dashboard has been linked in a new step 9 of the UN Agency Services Procedure. Country offices and business units can now monitor and resolve the SCA rejections in a timely manner. 
Prepayments

13 December 2023

Expense Management

The Prepayments policy and the Create Prepayment procedure have been updated to reflect the recent technical solution in Quantum which has resolved double encumbrance of resources in the processing of prepayments.
Designation and Responsibilities of Signatories

21 November 2023

Banking Arrangement

The Designation and Responsibilities of Signatories policy document, as well as the Delegation of Signatories procedure and the Designating Signatories for Zero Balance Accounts procedure have been updated to clarify who transactional signers are and that a UNDP bank account without any transactional signers can be allowed under UNDP’s Financial Regulations and Rules.
Pipeline Management

21 September 2023

Pipeline and Revenue Management

The policy on pipeline has been updated to inform that pipeline is now tracked and managed in Quantum+ UNITY – “Partnership Opportunities” module. As a result, the pipeline is referred to as “Quantum+ Opportunity” and given a unique Opportunity ID. The non-core and XB (extra-budgetary) projection are now run in Quantum+ UNITY, with the adjusting factor being linked to the level of maturity of the respective pipeline. Pipeline/Quantum+ Opportunity is identified by a Maturity Stage. The Maturity Stage allows the user to define a level of Probability (as a percentage), that the pipeline ...

The policy on pipeline has been updated to inform that pipeline is now tracked and managed in Quantum+ UNITY – “Partnership Opportunities” module. As a result, the pipeline is referred to as “Quantum+ Opportunity” and given a unique Opportunity ID. 

The non-core and XB (extra-budgetary) projection are now run in Quantum+ UNITY, with the adjusting factor being linked to the level of maturity of the respective pipeline. Pipeline/Quantum+ Opportunity is identified by a Maturity Stage. The Maturity Stage allows the user to define a level of Probability (as a percentage), that the pipeline/Quantum+ Opportunity will result in a signed financing agreement and project document, if applicable. 

Resource Mobilization Forecast Reports across UNITY uses this adjustment factor to present both the Target Funding and calculate the Expected Funding based on the Maturity Stage and Probability of the Opportunity at the time the report is run.

Quantum+ UNITY “Partnership Opportunities” module captures and manages pipeline at the unit level as well as for corporate analysis.  The Quantum+ UNITY “Partnership Opportunities” module captures key information about pipeline/Quantum+ Opportunities, including brief description, maturity stage, implementing and funding partners, target funding (budget), sources of funding, approximate signature date, external partner contacts involved in the negotiations, currency, email communications, documents, related CPD output and more. Please refer to the Pipeline Management Guidelines and to Project Management Pipeline Management for more details.

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