Appendix A: Reports Type Purpose When used Minimum content Frequency Progress report Informs activity For Activities longer Implementation progress: Delivery of outputs and progress Usually management and than 12 months towards outcomes, compared to what was planned (based or accountability on the costed workplan and Results Framework) annually. Never more than Financial: Actual expenditure and income compared with the quarterly. budget for the period, including comment on significant variances; balance of funds on hand at date of report The frequency Evidence of ongoing risk and issues assessment, should be identification and management. determined by Any other issues that need to brought to attention (including partner’s risk MANDATORY transition or exit planning). profile and cost. Where expenditure is less than forecast, implementing partners also provide updated expenditure forecast which confirms whether savings to date are permanent/temporary. Completion report Informs broader For all Activities Tasks undertaken and completed over the life of the contract Once, at the end learning and or grant, compared to what was planned of the contract accountability or grant (usually Summary of results against original objectives (based on within one Results Framework), including outputs and progress towards month). outcomes Risks and issues that emerged and how they were dealt with Overall judgement and critical issues Final actual expenditure against budget (including reporting on Activity cessation costs and disposal of assets, where relevant); significant variances explained. MANDATORY Primary implementing partners should also include: An assessment of Activity quality against the 5 DAC criteria Reflection on quality of Results Framework and its implementation Reflection on quality of transition or exit planning, including the degree to which this will aid sustainability of outcomes.
Appendix A: Reports Type Purpose When used Minimum content Frequency MANDATORY Progress report Informs activity management and accountability For Activities longer than 12 months Implementation progress: Delivery of outputs and progress towards outcomes, compared to what was planned (based on the costed workplan and Results Framework) Financial: Actual expenditure and income compared with the budget for the period, including comment on significant variances; balance of funds on hand at date of report Evidence of ongoing risk and issues assessment, identification and management. Any other issues that need to brought to attention (including transition or exit planning). Where expenditure is less than forecast, implementing partners also provide updated expenditure forecast which confirms whether savings to date are permanent/temporary. Usually or annually. Never more than quarterly. The frequency should be determined by partner’s risk profile and cost. MANDATORY Completion report Informs broader learning and accountability For all Activities Tasks undertaken and completed over the life of the contract or grant, compared to what was planned Summary of results against original objectives (based on Results Framework), including outputs and progress towards outcomes Risks and issues that emerged and how they were dealt with Overall judgement and critical issues Final actual expenditure against budget (including reporting on Activity cessation costs and disposal of assets, where relevant); significant variances explained. Primary implementing partners should also include: An assessment of Activity quality against the 5 DAC criteria Reflection on quality of Results Framework and its implementation Reflection on quality of transition or exit planning, including the degree to which this will aid sustainability of outcomes. Once, at the end of the contract or grant (usually within one month).
Activity-Implementation-Policy.docx