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Category Archive: Publication - Activity Level

  1. Conditions

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    The terms and conditions of the activity may also be referred to as benchmarks, priors, or involve words such as “subject to…”. They are specific to an individual activity and explain what the recipient must do in order to be eligible for the funds to be released.

    The conditions should include loan repayment terms if the activity is financed by a loan.

    For IFIs and DFIs, this includes loan repayment conditions or special terms and conditions. In cases where the loan repayment terms are considered commercially sensitive, this information can be redacted. The reason for the redactions needs to be explicitly stated in detail and must clarify why the information is commercially sensitive and would cause material and direct harm if published.

    For private foundations and humanitarian agencies, statements setting out what the grant can be spent on are accepted.

    Templates for general terms and conditions are not accepted for scoring this indicator. If there are no policy, performance or fiduciary conditions associated with an activity, this must be explicitly stated.

    The score for this indicator is graduated based on accessibility.

  2. Impact Appraisals

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    Pre-project impact appraisals explain the totality of positive and negative, primary and secondary effects expected to be produced by a development intervention.

    Environmental impact assessments as well as impact assessments which explain what objectives the project itself intends to provide are accepted.

    IFIs and DFIs tend only to publish impact appraisals if regulations require them to, but given the link they have to the eventual impact and results of the activity, all organisations included in the Index are scored on this indicator.

    For loans or private sector investment, risk assessments and the fiscal objectives detailed in the loan document are accepted. These need to be sufficiently detailed and include any criteria used to assess eligibility for receiving the loan.

    Humanitarian Implementation Plans (HIPs) and project plans are accepted for humanitarian agencies.

    The score for this indicator is graduated based on accessibility.

  3. Results

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    The results show whether activities achieved their intended outputs in accordance with the stated goals or plans. This information often refers to logframes and results chains and may be within a specific results or evaluation section of the organisation’s website.

    Both current and completed activities are considered for this indicator. If the activity is ongoing then the expected results should be available. If the activity has ended then the actual results should be available within 12 months of ending.

    The score for this indicator is graduated based on format.

  4. Budget ID

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    The budget classification is a way of linking the activity to the recipient country government’s own budget codes. There are two parts to this indicator. The administrative classification can either be provided as the budget codes themselves, or as a common code that can map from a donor organisation’s detailed purpose codes to the recipient country’s functional or administrative budget classifications. In addition, the economic classification provides the percentage of the budget that is capital versus current expenditure.

    This indicator is retained for all organisations in the Index.

    The budget identifier helps to explain aid flows in the context of the recipient government’s own budget. It does not relate only to those flows that are direct to the government (“on budget”), but also to other flows which may relate to the government’s own budget. In cases where the organisation is only providing private sector investment, budget classifications are still possible. Such activities could, for example, be classified as current expenditure under the microfinance and financial services function.

    The score for this indicator is graduated based on format.

  5. Disbursements & Expenditures

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    Individual actual financial disbursements must be related to individual activities and must be on a per-transaction basis. Each activity is likely to have several transactions.

    While such information might be considered to be commercially sensitive by some organisations, Publish What You Fund’s view is that actual expenditure information is less sensitive once the money has been spent. Hence all organisations are scored on this indicator. For IFIs and DFIs, the total fund/loan amount spent is accepted and details of the loan repayment costs and related charges can be redacted. The specific reasons for the redactions need to be explicitly stated in detail and must clarify why the information is commercially sensitive and would cause material and direct harm if published.

    The score for this indicator is graduated based on format.

  6. Commitments

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    This refers to the financial commitment for the activity as a whole for the lifetime of the activity. This is generally a high level commitment rather than a detailed breakdown of the activity budget.

    The score for this indicator is graduated based on format.

  7. Budget

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    The budget of the activity is the breakdown of the total financial commitment to the activity into annual or quarterly chunks.

    In order to score for this indicator, the budget for at least the next year ahead (i.e. until 31 December 2014) or until the end of the activity – whichever is sooner – should be available.

    For organisations where this may be deemed as commercially sensitive information, total estimated cost of fund/grant/loan amount is accepted or sections within a document can be redacted. The specific reasons for the redactions need to be explicitly stated in detail and must clarify why the information is commercially sensitive and would cause material and direct harm if published.

    The score for this indicator is graduated based on format.

  8. Tenders

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    Tenders are the individual contracts or proposals that have been put out to invite bids from companies or organisations that want to provide goods and services for an activity. They may be on a separate website, possibly on a central government procurement website.

    Investment codes or policies for IFIs and DFIs are accepted. For private foundations, calls for grant submissions are accepted. For humanitarian agencies, documents that provide guidance on securing funding are accepted.

    Due to the difficulty with manually finding tenders linked to current activities, rather than looking for the specific tender, a review of the organisation’s overall calls for tenders is completed to check it is publishing them consistently and in-line with their procurement policy.

    For organisations that do not issue tenders related to aid projects (e.g. if procurement is undertaken by grantees or other implementing agencies), a statement explicitly clarifying this is required.

    The score for this indicator is graduated based on accessibility.

  9. Contracts

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    The individual contract(s) which is signed with a company, organisation or individual that provides goods and services for the activity. This could be on a procurement section of the organisation’s website, on a separate website or on a central government procurement website.

    Contract documents cannot simply be at the country level. If an activity contract is included in a larger country-level document, it is only accepted if the contract mentions the activity specifically and in detail. Basic information about the activity contract is accepted if it contains three of the following five information items: awardee, amount, overview of services being provided, start/end dates, unique reference to original tender documents.

    This indicator is retained for all organisations in the Index. In cases where organisations consider such information to be commercially sensitive, sections within the contract can be redacted but the reason for the redactions needs to be explicitly stated.

    Due to the difficulty in checking contracts manually, rather than looking for the specific activity and the contract linked to it, a review of the organisation’s overall contracts is completed in line with the organisation’s procurement policy.

    For vertical funds, equivalent documents are accepted, such as approved country proposals or agreements between the recipient and the funder.

    The score for this indicator is graduated based on accessibility.

  10. Budget Docs

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    This is a specific budget detailing what the intended spending is for the different lines of the individual activity. It is often a document published on the organisation’s website.

    Budget documents cannot simply be at the country level. If an activity budget is included in a larger country-level document, it is only accepted if the budget for the activity is broken down line by line.

    For organisations where budget documents might be considered commercially sensitive, documents with redactions of the commercially sensitive pieces of information are accepted but the specific reasons for the redactions need to be explicitly stated in detail and must clarify why the information is commercially sensitive and would cause material and direct harm if published.

    The score for this indicator is graduated based on accessibility.