This section provides UNDEF grantees with information and tools to manage their UNDEF funded project in accordance with UNDEF requirements. Please review this section carefully.

You can for instance access detailed information on branding and visibility of your UNDEF funding or what are the required steps to ask for a project extension.

All relevant documents, guidelines and templates can be downloaded from the tables below.

Furthermore, as an UNDEF grantee you have several monitoring, evaluation and reporting obligations towards UNDEF. For detailed information on UNDEF’s monitoring, reporting and evaluation requirements please refer to UNDEF 2nd Round Monitoring and Reporting Guidelines.

Please note that responsibility for project monitoring, reporting and evaluation, as well as the necessary documentation to be submitted, differs according to the type of management arrangement chosen for your project at the project document negotiation stage (please refer to your project document cover page to determine the management arrangement of your project):

IF YOUR PROJECT IS A ...

CSOP PROJECT - Projects implemented by a CSO without an executing agency

The Implementing Agency must submit the reports to UNDEF. Please refer to TABLE 1 below to download the required templates and corresponding guidelines.

CSOP+EA PROJECT - Project implemented by a CSO with a UN Executing Agency

The Executing Agency must submit the reports to UNDEF in consultation with the Implementing Agency. Please refer to TABLE 2 below to download the required templates and corresponding guidelines.

All reports should be sent to UNDEF project officer, with a copy to democracyfund@un.org. In addition, all executed financial reports for CSOP+EA projects should also be copied to trustfund@un.org indicating the type of report and the project number in the heading.

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TABLE 1: CSOP Projects Project implemented by a CSO without an executing agency
A. Guidelines
	Project Proposal Guidelines
	Project Document Guidelines -PDF; DOC
	Monitoring and Reporting Guidelines
	Project Revision and Extension Guidelines
	Evaluation Guidelines
B. Narrative Templates
	REPORTING TITLE	PREPARED BY	SUBMITTED BY/TO	DEADLINE
	Milestone Verification Mission Report
		UNDEF Monitor	By UNDEF Monitor to UNDEF	Following attendence of milestone activity by UNDEF Monitor
	Mid-Term Progress Report
		CSO	By CSO to UNDEF	13 months after PSD (1)
	Project Extension Request Form
		CSO	By CSO to UNDEF	To be submitted at least 2 months before the initially foreseen project termination date.
	Extension Status Report
		CSO	By CSO to UNDEF	For extensions of 4 months or longer 1/2 way through extension period.
	Final Narrative Report
		CSO	By CSO to UNDEF	1 month after project end or 25 months after PSD (1)
	Evaluation Report
		UNDEF in consultation with CSO	By UNDEF appointed evaluator to UNDEF	After submission of Final Narrative Report
vv	cc
C. Financial Templates
	REPORTING TITLE	PREPARED BY	SUBMITTED BY/TO	DEADLINE
	Milestone Financial Utilization Report
		CSO and certified by an external Accountant/Auditor	By CSO to UNDEF	Completion of each Milestone (#2 and #3)
	Final Financial Utilization Report
		CSO and certified by an external Accountant/Auditor	By CSO to UNDEF	3 months after project end or 27 months after PSD (1)

(1)The Project Start Date (PSD) is set by UNDEF according to the date of disbursement of 1st tranche of funds to the CSO or the UN Agency and is indicated on the cover page of the finalized Project Document.

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TABLE 2: For UN-executed projects (CSOP + EA) Project implemented by a CSO with a UN Executing Agency

A. Guidelines
	Project Proposal Guidelines
	Project Document Guidelines - PDF; DOC
	Monitoring and Reporting Guidelines
	Project Revision and Extension Guidelines
B. Narrative Templates
	REPORTING TITLE	PREPARED BY	SUBMITTED BY/TO	DEADLINE
	Annual Substantive Progress Report
		UN Agency/CO in consultation with CSO	By UN Agency/CO to UNDEF	By 31st January of each project year
	Project Status Report and Status of funds utilized to date
		UN Agency/CO in consultation with CSO	By UN Agency/CO to UNDEF	At time of request for second tranche of the grant (if Annual Substantive Progress Report timing does not correspond to the disbursement timing)
	Project Extension Request Form
		UN Agency/CO in consultation with CSO	By UN Agency/CO to UNDEF	To be submitted at least 2 months before the initially foreseen project termination date.
	Extension Status Report
		UN Agency/HQ and certified by authorized person	By UN Agency/CO to UNDEF	For extensions of 4 months or longer 1/2 way through extension period.
	Final Narrative Report
		UN Agency/HQ and certified by authorized person	By UN Agency/CO to UNDEF	3 month after project end or 27 months after PSD (1)
	Evaluation Report
		By external evaluator appointed by UN Agency/CSO	By UN Agency/CO to UNDEF	After submission of Final Narrative Report
vv	cc
C. Financial Templates
	REPORTING TITLE	PREPARED BY	SUBMITTED BY/TO	DEADLINE
	Annual Interim Financial Statement
		UN Agency/CO in consultation with CSO	By UN Agency/CO to UNDEF	By 31st January of each project year and when requesting the second tranche of the grant
	Annual Certified Financial Statement
		UN Agency/CO in consultation with CSO	By UN Agency/CO to UNDEF	By 31st May of each project year of implementation. To be signed by the authorized UN Agency’s financial person at HQ.
	Final Interim Financial Statement
		UN Agency/CO in consultation with CSO	By UN Agency/CO to UNDEF	3 month after project end or 27 months after PSD (1)
	Final Certified Financial Statement
		UN Agency/CO in consultation with CSO	By UN Agency/CO to UNDEF	No later than 30th June of the year following the financial closing of the project

(1) The Project Start Date (PSD) is set by UNDEF according to the date of disbursement of 1st tranche of funds to the CSO or the Executing Agency and is indicated on the cover page of the finalized Project Document.

(2) Additional requirements may apply for some UN executed projects and should be contained in an agreement signed between UNDEF and the UN agency/CO. For instance, UNDP executed projects will also refer to the agreement signed between UNDP and UNDEF