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Content Type: Policy Page Effective Date: 01-01-2012 Planned Review Date: 09-01-2026 Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Corporate Operations and Information Management

Content Type: Policy Page Effective Date: 07-12-2022 Planned Review Date: 07-12-2025 Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Statutory Financial Reporting

Content Type: Policy Page Effective Date: 26-07-2016 Planned Review Date: 09-01-2026 Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Corporate Operations and Information Management

Content Type: Policy Page Effective Date: 09-12-2022 Planned Review Date: 30-11-2025 Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Corporate Operations and Information Management

Content Type: Policy Page Effective Date: 01-01-2023 Planned Review Date: 01-01-2026 Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Statutory Financial Reporting

Content Type: Policy Page Effective Date: 01-01-2012 Planned Review Date: 01-06-2019 Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Corporate Operations and Information Management

Content Type: Policy Page Effective Date: 31-01-2023 Planned Review Date: 01-02-2026 Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Statutory Financial Reporting

Records Management Guidelines

Record Management Guidelines The present retention schedule complies with UNDP External Audit requirements. Temporary Files Depending on the archival value to the organization, files may have a temporary retention schedule of between one year and ten years. · Programme Files : Headquarters is the main repository for programme files. Programme files other than permanent files should be maintained …

Content Type: Document Document Type: Guide Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Corporate Operations and Information Management Policy: Record Retention, Data Security and Contingency

Maintenance and Usage of the Chart of Accounts

The only exception is the Project chartfield, which is created in the QuantumProjects and Portfolio Management (PPM).   … Send the form to  cfra.mdm@undp.org Quantum Account code creation forms … Quantum fund code creation/modify form … The assigned individuals should also be responsible for maintaining and updating related chartfield trees.  … Send the form to BMS OFM PDI bms.ofm.pdi@undp.org …

Content Type: Procedure Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Corporate Operations and Information Management Policy: Maintenance and Usage of Chart of Accounts

Record Retention, Data Security and Contingency

​Ascertain accuracy and correctness of the record and its supporting documentation Financial records should be created, managed and stored in accordance with paragraphs 4, 5 and 6 of the Record Retention policy Documents to be filed in a sequential order and in safe storage. When the office is closed, chequebooks, issued cheques and petty cash must be placed in the safe for safekeeping … Disposal …

Content Type: Procedure Policy Area: Financial Resources Management Policy Chapter: Financial Operations Management Policy Sub-Chapter: Corporate Operations and Information Management Policy: Record Retention, Data Security and Contingency