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Following the introduction of the new Portfolio Policy and the Portfolio Document Template, the On-Granting Provisions Applicable to the Implementing Partner template has been updated to reflect portfolio as a new delivery instrument.

Following the introduction of the new Portfolio Policy and the Portfolio Document Template, the Offline Risk Register Template has been updated to reflect the portfolio as a new delivery instrument.

22 March 2024

Design

The new Portfolio Policy introduces a new delivery instrument for UNDP to contribute to one or more country programme outcomes and engage one or more implementing partners to address system level challenges for strategic development results. The policy defines the key principles and requirements for the design, approval, implementation, monitoring, reporting, and evaluation of UNDP portfolios....

The new Portfolio Policy introduces a new delivery instrument for UNDP to contribute to one or more country programme outcomes and engage one or more implementing partners to address system level challenges for strategic development results. The policy defines the key principles and requirements for the design, approval, implementation, monitoring, reporting, and evaluation of UNDP portfolios.

The new policy is accompanied by the Portfolio Document Template, the Portfolio Document Guidance, and the mandatory annexes for the Portfolio Document Template: the Portfolio and Project Risk Register; the Portfolio Board Terms of Reference; On-Granting Provisions Applicable to a non-UNDP Implementing Partner; the Portfolio Multi-Year Workplan; and the Portfolio Theory of Change.

Following the update of the GEF Project Document Template, the GCF Project Document Template has also been updated (version January 2024) to reflect the latest standard UNDP and GCF requirements.

The French and Spanish versions of the guidance document Considerations for South-South Cooperation Design, Implementation and Documentation have been published in paragraph 3 of the French and Spanish versions of the Multi-Country and South-South Cooperation Projects policy. The translated document is also linked in Step 1.0 of the French and Spanish versions of the Multi-Country and South-South Cooperation Projects Procedures. The document provides guidance for the formulation, activities, monitoring and evaluation of UNOSSC South-South projects and aims to support teams wishing to explore o...

The French and Spanish versions of the guidance document Considerations for South-South Cooperation Design, Implementation and Documentation have been published in paragraph 3 of the French and Spanish versions of the Multi-Country and South-South Cooperation Projects policy. The translated document is also linked in Step 1.0 of the French and Spanish versions of the Multi-Country and South-South Cooperation Projects Procedures. The document provides guidance for the formulation, activities, monitoring and evaluation of UNOSSC South-South projects and aims to support teams wishing to explore one or more topics in the mainstreaming of South-South cooperation.

Paragraph 3 of the Multi-country and South-South Cooperation Projects policy has been updated to include the guidance document: Considerations for South-South Cooperation Design, Implementation and Documentation which provides guidance for the formulation, activities, monitoring and evaluation of UNOSSC South-South projects. The guidance document aims to support teams wishing to explore one or more topics in the mainstreaming of South-South cooperation and is also linked in Step 1.0 of the Multi-Country and South-South Cooperation Projects Procedures.

The PCAT template has been updated to align with the Anti-Money Laundering and Countering the Financing of Terrorism policy. The updated PCAT, which includes the link to the Self Certification (Programming – Entities) template, is published in Step 3.0 of the Select Responsible Parties procedure and in Step 2.1 Opt of the Select Grantees procedure.

The PCAT template has been updated to align with the Anti-Money Laundering and Countering the Financing of Terrorism policy. The updated PCAT template, which includes the link to the Self Certification (Programming – Entities) template, is published in Step 2.0 of the Select Implementing Partner procedure.

The updated GEF Project Preparation Grant (PPG) Initiation Plan Template has been published in Step 2.2. OPT of the Formulate Development Projects Procedure and reflects the latest UNDP and GEF policies and requirements. Key updates made in the GEF Project Preparation Grant (PPG) Initiation Plan Template include: ...

The updated GEF Project Preparation Grant (PPG) Initiation Plan Template has been published in Step 2.2. OPT of the Formulate Development Projects Procedure and reflects the latest UNDP and GEF policies and requirements. Key updates made in the GEF Project Preparation Grant (PPG) Initiation Plan Template include: 

  • links to templates and guidelines;
  • list of core indicators & Least Developed Countries Fund - LDCF/ Special Climate Change Fund - SCCF results framework worksheet;
  • GEF submission deadlines and cancellation deadlines;
  • references and guidance on Atlas changed to Quantum;
  • Social and Environmental Standards (SES) pre-screening requirements, SES Toolkit, Stakeholder Engagement Plan; 
  • Total Budget And Work Plan, budget notes and list of eligible expenditures;
  • Risk register annex.

In addition, the updated GEF Project Document Template has been published in Step 3.0 of the Formulate Development Projects Procedure and reflects minor updates in Annex 6 UNDP Risk Register to align with the standard UNDP format.