Pipeline and Revenue Management

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Programme and Project Management
Crisis Response
- Standard Operating Procedure for Crisis Response and Recovery
  - Standard Operating Procedure for Crisis Response and Recovery
- Financial Resources for Response
  - Allocation of TRAC 3 Resources for Crisis Engagements
Financial Resources Management
Human Resources Management
Procurement
Partnerships
Administrative Services
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Information and Communications Technology
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Programme and Project Management
Crisis Response
Financial Resources Management
Human Resources Management
Procurement
Partnerships
Administrative Services
Accountability
Information and Communications Technology
Security

Programme and Project Management

Programming Standards
Design
Implement
Close
- Close and Transition

Crisis Response

Standard Operating Procedure for Crisis Response and Recovery
- Standard Operating Procedure for Crisis Response and Recovery
Financial Resources for Response
- Allocation of TRAC 3 Resources for Crisis Engagements

Financial Resources Management

Inventory Management
- Inventory Management
Cash Banking and Investment
Financial Closure of Development Projects and Trust Funds
Financial Management and Implementation Modalities
Financial Operations Management
- Corporate Operations and Information Management
- Statutory Financial Reporting
Pipeline and Revenue Management
Expense Management
Resource Planning and Cost Recovery
Working with External Auditors
- Working with External Auditors

Human Resources Management

Duties, Obligations and Privileges
- Standards of Conduct
  - UNDP Legal Framework for Addressing Non-Compliance with UN Standards of Conduct
- Harassment, Sexual Harassment, Discrimination, and Abuse of Authority
  - Harassment, Sexual Harassment, Discrimination, and Abuse of Authority
Classification of Posts
- Job Evaluation
Salaries and Related Allowances
Appointment and Promotion
Annual and Special Leave
Social Security
Travel and Removal Expenses
- Entitlement Travel
- Relocation Shipment
  - Relocation Shipment
Separation from Services
- Entitlements upon Separation
- Types of Separation
Disciplinary Measures and Appeals
- UNDP Legal Framework for Addressing Non-Compliance with UN Standards of Conduct
Non-Staff
Workforce Management
- Organizational Unit Restructuring
  - Organizational Unit Restructuring
- Performance Management
  - Performance Management and Development
  - Probation upon Appointment

Procurement

Procurement Overview
Procurement Strategy and Planning
- Procurement Forecasting and Delivery
- Transactional Procurement Strategies and Procurement Planning
Requisition
- Requisition and Procurement of Goods, Civil Works and Services
Sourcing of Suppliers
- Sourcing and Market Research
- Vendor Sanctions
Procurement Methods
- Procurement Methods
Innovation, CSO engagement
Solicitation Process
Evaluation of Offers and Pre-award Negotiations
- Evaluation of Offers
- Pre-Award Negotiations
Procurement Review Committees
- Procurement Oversight and Procurement Review Committees
Award and Management of Contract
Construction Works
- Construction Works
Individual Contract
- Individual Contract
Long Term Agreements (LTAs) and Cooperation with UN Entities
- Long Term Agreements (LTAs) and Cooperation with UN Entities

Partnerships

Managing Partnerships
- Managing Partnerships
Private Sector
- Policy on Due Diligence and Partnerships with the Private Sector
- Private Sector Partnerships
Foundations
- Foundations

Administrative Services

Asset Management - Property, Plant and Equipment
Asset Management (Intangible Assets)
- Intangible Assets
Vehicle Management
- Vehicle Management
Lease Management (Premises and Equipment)
Management of Local Presences
- Establishing UNDP-supported presence outside a country office
- Closing a Local Presence
Duty Travel
Corporate Purchasing Card
- Corporate Purchasing Card

Accountability

Accountability System Policy
- Accountability System Policy
Information Disclosure
- Information Disclosure
Internal Control Framework (ICF)
- Internal Control Framework
- Anti-Fraud Policy
Risk Management
- Enterprise Risk Management
- Anti-Money Laundering and Countering the Financing of Terrorism Policy
Business Continuity Management
- Business Continuity Management
Delegation of Authorities
- Delegation of Authorities
- Participation and Role of UNDP Delegates at Major International Conferences and Events
Ethics
Evaluation
- Evaluation Policy
Managing Prescriptive Content
- Managing Prescriptive Content

Information and Communications Technology

ICT Security
ICT Oversight
- Change Control and Release Management Standards
Enterprise Solutions
Global Services
- UNDP ICT Standards

Security

Framework of Accountability for Security
- Framework of Accountability for Security
Security Policy
- Security Policy
Commercial Air Travel Safety
- Commercial Air Travel Safety Guidelines

Home
Financial Resources Management
Pipeline and Revenue Management

Main navigation

Inventory Management
- Inventory Management
Cash Banking and Investment
Financial Closure of Development Projects and Trust Funds
Financial Management and Implementation Modalities
Financial Operations Management
- Corporate Operations and Information Management
- Statutory Financial Reporting
Pipeline and Revenue Management
Expense Management
Resource Planning and Cost Recovery
Working with External Auditors
- Working with External Auditors

Overview

UNDP resources and funding mechanisms fall into two main categories:

Regular Resources: UNDP resources that are co-mingled and untied. These include voluntary contributions, contributions from other governmental, intergovernmental or non-governmental sources and related interest revenue and miscellaneous revenue.
Other Resources: resources received for specific programme purposes, consistent with the policies, aims and activities of UNDP and for the provision of management and other support services to third parties. When a programme country government or another partner (also called third-party), such as a donor government, contributes resources to specific UNDP programmes or projects, the arrangement is known as cost-sharing. The revenue generated through cost-sharing forms part of the other resources of UNDP.

Cost-sharing resources are fully integrated into UNDP's budget and are used in accordance with UNDP's mandates, regulations and rules. Cost-sharing co-mingles the funds used to cover the costs of a given set of project outputs, whether they come from UNDP's regular budget or are contributed by various donors. It does not result in the creation of a separate accounting entity.

There are two types of cost-sharing agreements:
· Programme Country Government cost-sharing, and
· Third party cost-sharing

Policies

POLICY

Trust Fund Management

Pipeline Management

Country Co-Financing Cost Sharing Interest (Fund 11888), Non-Earmarked Programme Cost Sharing (Fund 30083), Country Co-Financing Project Residual balances (Fund 11890)

Policy updates

Pipeline Management 2 October 2024 Pipeline and Revenue Management	The policy has been updated to incorporate references to portfolio in alignment with the Portfolio Policy as a new delivery instrument.
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. EXPAND
Country Co-Financing Cost Sharing Interest (Fund 11888), Non-Earmarked Programme Cost Sharing (Fund 30083), Country Co-Financing Project Residual balances (Fund 11890) 30 May 2023 Pipeline and Revenue Management	The policy has been updated to reflect UNDP's transition to its new cloud-based management platform Quantum in January 2023, replacing its previous ATLAS system.
Memorandum for Provision of Services (formerly Management Service Agreements) 30 May 2023 Other Resources	The Accounting Guidance: Provision of Management and Support Services through the Memorandum for the Provision of Services (MPS) has been updated to reflect UNDP's transition to its new cloud-based management platform Quantum in January 2023, replacing its previous ATLAS system.
Disbursing Funds (Making Payments) \| Prepayments \| Regular Maintenance Accounts Payable \| Refunds to Donors \| Financial Statements \| Record Retention, Data Security and Contingency \| Certified Financial Reports \| Maintenance and Usage of Chart of Accounts \| Core Contributions \| Non-Core Contributions \| Revenue Management for Joint Programming \| US Letter of Credit (LOC) Agreements \| Accounts Receivable \| Government Contribution to Local Office Costs (GLOC) from LIC and MIC \| Inventory Management \| Designation and Responsibilities of Signatories \| Establishment and Use of Electronic Banking Systems \| Opening and Closing of Bank Accounts \| Cash Operations \| Petty Cash Fund for Management Project (PCF) \| Project Cash Advance (PCA) \| Project Cash on Hand for DIM Projects (PCH) \| Bank Account Reconciliation \| Management of Cash Planning/Forecasting of Cash Flows \| Management of Zero-Balance Account System \| UNFCU Share Account Management \| Supplier Banking Information Setup for IBAN \| Electronic Funds Transfer Standards \| Management of Petty Cash \| Handling of Cash and Receipts Treasury \| Project Petty Cash Fund (PPCF) \| GMS Fee Set-up and Collection \| Universal Price List (UPL) and Local Price List (LPL) \| Multiple Funding Lines for Positions \| Use of UPL and LPL \| Harmonized Conceptual Funding Framework and Cost Recovery Methodology \| Cost Recovery from Other Resources - GMS \| Expenditure of Income Accrued from Cost Recovery \| Government Contributions from Net Contributing Countries (NCCs) and High Middle-Income Countries (High-MICs) \| Planning and Paying for Delivery Enabling Services to Projects \| Service Clearing Account (SCA): Charging, Billing and Fee Collection \| UN Agency Services \| Pass-Through Fund Management: UNDP as a Participating UN Organization \| Parallel Fund Management \| Pass-Through Fund Management: UNDP as a Participating UN Organization \| Pass-Through Management: UNDP as Administrative Agent (AA) \| Pooled Fund Management Disbursing Funds (Making Payments) \| Prepayments \| Regular Maintenance Accounts Payable \| Refunds to Donors \| Financial Statements \| Record Retention, Data Security and Contingency \| Certified Financial Reports \| Maintenance and Usage of Chart of Accounts \| Core Contributions \| Non-Core Contributions \| Revenue Management for Joint Programming \| US Letter of Credit (LOC) Agreements \| Accounts Receivable \| Government Contribution to Local Office Costs (GLOC) from LIC and MIC \| Inventory Management \| Designation and Responsibilities of Signatories \| Establishment and Use of Electronic Banking Systems \| Opening and Closing of Bank Accounts \| Cash Operations \| Petty Cash Fund for Management Project (PCF) \| Project Cash Advance (PCA) \| Project Cash on Hand for DIM Projects (PCH) \| Bank Account Reconciliation \| Management of Cash Planning/Forecasting of Cash Flows \| Management of Zero-Balance Account System \| UNFCU Share Account Management \| Supplier Banking Information Setup for IBAN \| Electronic Funds Transfer Standards \| Management of Petty Cash \| Handling of Cash and Receipts Treasury \| Project Petty Cash Fund (PPCF) \| GMS Fee Set-up and Collection \| Universal Price List (UPL) and Local Price List (LPL) \| Multiple Funding Lines for Positions \| Use of UPL and LPL \| Harmonized Conceptual Funding Framework and Cost Recovery Methodology \| Cost Recovery from Other Resources - GMS \| Expenditure of Income Accrued from Cost Recovery \| Government Contributions from Net Contributing Countries (NCCs) and High Middle-Income Countries (High-MICs) \| Planning and Paying for Delivery Enabling Services to Projects \| Service Clearing Account (SCA): Charging, Billing and Fee Collection \| UN Agency Services \| Pass-Through Fund Management: UNDP as a Participating UN Organization \| Parallel Fund Management \| Pass-Through Fund Management: UNDP as a Participating UN Organization \| Pass-Through Management: UNDP as Administrative Agent (AA) \| Pooled Fund Management EXPAND 9 January 2023 Expense Management \| Financial Closure of Development Projects and Trust Funds \| Statutory Financial Reporting \| Corporate Operations and Information Management \| Regular Resources \| Other Resources \| Inventory Management \| Banking Arrangement \| Cash Arrangement \| Cash Management \| Enterprise Solutions \| Cost Recovery from Programmes funded by Regular and Other Resources \| Direct Project Costing \| UN Agency Services \| Joint Programming	The following policies and procedures have been updated to reflect UNDP's transition to its new cloud-based management platform Quantum in January 2023, replacing its previous ATLAS system. Expense Management Disbursing Funds (Making Payments) (policy and procedures)Prepayments (policy and procedures)Regular Maintenance Accounts Payable (policy and procedures) Financial Closure of Development Projects and Trust FundsRefunds to Donors (policy only) Financial Operations ManagementFinancial Statements (policy only)Record Retention, Data Security and Contingency (policy only)Certified Financial ... The following policies and procedures have been updated to reflect UNDP's transition to its new cloud-based management platform Quantum in January 2023, replacing its previous ATLAS system. Expense Management Disbursing Funds (Making Payments) (policy and procedures)Prepayments (policy and procedures)Regular Maintenance Accounts Payable (policy and procedures) Financial Closure of Development Projects and Trust FundsRefunds to Donors (policy only) Financial Operations ManagementFinancial Statements (policy only)Record Retention, Data Security and Contingency (policy only)Certified Financial Reports (policy only)Maintenance and usage of Chart of Accounts (policy and procedures) Pipeline and Revenue ManagementCore Contributions (policy and procedures)Non-Core Contributions (policy and procedures)Revenue Management for Joint Programming (policy only)US Letter of Credit (LOC) Agreements (policy and procedures)Accounts Receivable (policy only)Government Contribution to Local Office Costs (GLOC) from LIC and MIC (policy and procedures) Inventory Management Inventory Management (policy and procedures) Cash Banking and InvestmentDesignation and Responsibilities of Signatories (policy and procedures)Establishment and Use of Electronic Banking Systems (policy and procedures)Opening and Closing of Bank Accounts (policy and procedures)Cash Operations (policy only)Petty Cash Fund for Management Project (PCF) (policy and procedures)Project Cash Advance (PCA) (policy and procedures)Project Cash on Hand for DIM Projects (PCH) (policy only)Bank Account Reconciliation (policy and procedures)Management of Cash Planning/Forecasting of Cash Flows (policy and procedures)Management of Zero-Balance Account System (procedures only)UNFCU Share Account Management (policy and procedures)Supplier Banking Information Set-up for IBAN (procedures only)Electronic Funds Transfer Standards (policy only in ICT section)Management of Petty Cash (policy only) Handling of Cash and Receipts Treasury (policy and procedures)Project Petty Cash Fund (PPCF) (policy and procedures) Resource Planning and Cost RecoveryGMS Fee Set-up and CollectionUniversal Price List (UPL) and Local Price List (LPL) (policy and procedures)Multiple Funding Lines for Positions (policy and procedures)Use of UPL and LPL (policy and procedures)Harmonized Conceptual Funding Framework and Cost Recovery MethodologyCost Recovery from Other Resources - GMSExpenditure of Income Accrued from Cost RecoveryGovernment Contributions from Net Contributing Countries (NCCs) and High Middle-Income Countries (High-MICs)Planning and Paying for Delivery Enabling Services to Projects (procedures only)Service Clearance Account (SCA), Charging, Billing and Fee Collection (policy and procedures)UN Agency Services (policy and procedures) Financial Management and Implementation ModalitiesPass-Through Fund Management: UNDP as a Participating UN Organization (policy only)Parallel Fund Management (policy only)Pass-Through Fund Management: UNDP as a Participating UN Organization (policy only)Pass-Through Management: UNDP as Administrative Agent (AA) (policy only)Pooled Fund Management (policy and procedures) EXPAND

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Policy Areas

Pipeline and Revenue Management

Pipeline Management

Pipeline Management

Country Co-Financing Cost Sharing Interest (Fund 11888), Non-Earmarked Programme Cost Sharing (Fund 30083), Country Co-Financing Project Residual balances (Fund 11890)

Memorandum for Provision of Services (formerly Management Service Agreements)