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Category Archive: Planning

  1. Strategy (Country)

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    A country strategy paper sets out the organisation’s planned approach and activities in the recipient country. For it to be accepted it needs to be a detailed document, rather than just a paragraph on the organisation’s website.

    For organisations such as IFIs, philanthropic organisations and vertical funds which may not have country-level strategies, mid-level documents between organisation and activity-level are accepted, e.g. thematic or sectoral level documents.

    If the organisation follows the strategy of a parent or related organisation, a statement clarifying this is needed on the website along with a link to the relevant strategy document. Similarly, if the organisation supports a country-led or developed strategy, this must be explicitly stated on the website and the link to the relevant strategy document needs to be provided.

    The score for this indicator is graduated based on accessibility.

  2. Procurement Policy

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    An organisation’s procurement procedures explain the process used to tender and contract (invite bids for) goods and services. This must fully explain the criteria on which decisions are made, and could be in a single procurement policy document or attached to each tender.

    For IFIs which are often demand-driven, this is understood as their investment policy. For private foundations, this is their grant making policy.

    For organisations that do not undertake procurement related to aid projects (e.g. if procurement is undertaken by grantees or other implementing agencies), a statement explicitly clarifying this is required, as well as the overall policy for procuring goods and services at the headquarter level.

    The score for this indicator is graduated based on accessibility.

  3. Allocation Policy

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    Aid allocation policies are the detailed policy documents by which the organisation chooses where to spend its resources, i.e. on which countries or themes rather than others. Relatively general documents or web pages outlining which countries, themes and institutions the agency will fund are accepted, as long as this is forward looking and not wholly retrospective.

    For organisations such as IFIs and private foundations which do not have an “aid allocation” policy, equivalent documents are accepted; for example, “investment strategy/policy” or “grant-making policy”.

    The score for this indicator is graduated based on accessibility.

  4. Annual Report

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    Annual reports outline basic (normally aggregate) information about how aid was spent in the previous year, broken down by sector and/or country. This should be backward looking.

    Annual reports which are up to date within their regular cycle, i.e. the organisation publishes an annual report a year behind, the most recent document within this time frame are accepted.

    To score for this indicator, the annual report needs to include details of where the organisation is spending its resources and the information needs to be forward-looking, i.e. cover current activity period.

    The score for this indicator is graduated based on accessibility.

  5. Strategy

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    An overarching strategy document explains the general approach and policies of the organisation towards international development. This should be forward looking.

    For organisations whose primary mandate is not development, documents clarifying their overarching development strategy are accepted. This information needs to be forward looking.

    The score for this indicator is graduated based on accessibility.