Implementing Partner Management

Background

The Grantor Management module in Umoja enables staff to record, track and analyze the entire business life cycle of the relationship UN has with its Grantees, Implementing Partners and End Beneficiaries. Previous to the deployment of the Grantor Management module of Umoja, transactions with Implementing Partners and/or End Beneficiaries were recorded in Foundation modules of Umoja. Now, all steps and transactions in the life cycle of a grant will be entered into a new integrated solution which tracks the full process of grant management. Users will now be able to record, track and analyze the entire relationship with its Implementing Partners and End Beneficiaries.


It is recommended learners enroll and participate in the training in the following programme order:
1. Introduction to Grantor Management
2. Grantor Programme Management
3. Business Partner Management Programme
4. Grantor Management: Application and Agreement Programme
5. Grantor Management: Life Cycle Execution Programme

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REFERENCE MATERIAL

Certificate

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Implementing Partner Management - System Navigation

This course covers how to navigate around the Grantor Management module of Umoja.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Drafting & Negotiating Grantor Agreements

This course covers how to draft and negotiate a grantor agreement.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Creating a Funds Certification in Grantor Management

This course covers the key concepts and creation of a Funds Certification.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Approving a Funds Certification in Grantor Management

This course details the steps required to approve a Funds Certification.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Understanding the Transactions on the Grantor Agreement

This course explains the various transactions posted against the agreement and the information displayed on the accounting documents.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Approving an Amendment to an Agreement in Grantor Management

This course covers how to approve an amendment to a grantor agreement and verify the amendment status and changes to the agreement.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Approving a Refund in Grantor Management

This course covers how to approve a refund in Grantor Management.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Reversing an Expense Report in Grantor Management

This course covers how to reverse an expense report in Grantor Management.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Creating and Approving a Recovery in Grantor Management

This course covers how to create and approve a recovery in Grantor Management.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Approving a Grantor Program

This course covers how to approve a Grantor Program and verify the status of an approved Grantor Program.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Creating an Application to a Grantor Program

This course explains how to complete and submit an application for funding.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Reviewing and Assessing an Application to a Grantor Program

This course covers how to review and assess an application to a Grantor Program.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Introduction to Grantor Management

This course provides an overview of the Grantor Management system.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Grantor Management Overview

This course provides a general overview of the Grantor Management process.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Business Partner Contact - Creation and Maintenance

This course provides instructions on how to initiate requests for Business Partner contact creation and maintenance.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Partner Performance Evaluation

This course covers how to complete a Grantor Agreement's partner performance evaluation.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Introduction to Grantor Management

Introduction to Grantor Management

This course provides an overview of the Grantor Management system.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Grantor Management Overview

This course provides a general overview of the Grantor Management process.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Implementing Partner Management - System Navigation

This course covers how to navigate around the Grantor Management module of Umoja.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Grantor Programme Management

Approving a Grantor Program

This course covers how to approve a Grantor Program and verify the status of an approved Grantor Program.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Business Partner Management Programme

Business Partner Contact - Creation and Maintenance

This course provides instructions on how to initiate requests for Business Partner contact creation and maintenance.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Grantor Management: Application & Agreement Programme

Creating an Application to a Grantor Program

This course explains how to complete and submit an application for funding.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Reviewing and Assessing an Application to a Grantor Program

This course covers how to review and assess an application to a Grantor Program.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Drafting & Negotiating Grantor Agreements

This course covers how to draft and negotiate a grantor agreement.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Grantor Management: Life Cycle Execution Programme

Creating a Funds Certification in Grantor Management

This course covers the key concepts and creation of a Funds Certification.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Approving a Funds Certification in Grantor Management

This course details the steps required to approve a Funds Certification.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Understanding the Transactions on the Grantor Agreement

This course explains the various transactions posted against the agreement and the information displayed on the accounting documents.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Approving an Amendment to an Agreement in Grantor Management

This course covers how to approve an amendment to a grantor agreement and verify the amendment status and changes to the agreement.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Approving a Refund in Grantor Management

This course covers how to approve a refund in Grantor Management.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Reversing an Expense Report in Grantor Management

This course covers how to reverse an expense report in Grantor Management.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Creating and Approving a Recovery in Grantor Management

This course covers how to create and approve a recovery in Grantor Management.

IMPLEMENTING PARTNER MANAGEMENT FORUM

Grantor Management: Closure Programme

Partner Performance Evaluation

This course covers how to complete a Grantor Agreement's partner performance evaluation.

IMPLEMENTING PARTNER MANAGEMENT FORUM