Guidance

1. Financial guidelines

  • Principles of reporting

    This document presents the basic guidelines for financial reporting covering DFID’s UK Aid Direct.

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  • Budget classification and budgeting

    This section of the guidance covers the classification system of UK Aid Direct budgets, and the methodologies used in calculating the expenditure of grants.

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  • Exchange rates

    This document presents operational guidelines on the treatment of foreign currency denominated transactions and appropriate methodologies for the budgeting, recording, and management of exchange rate fluctuations.

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  • Due diligence requirements

    This document informs applicants about due diligence and how the process will be conducted.

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2. Further printable guidance

  • How to write a logframe

    This UK Aid Direct document details:

    • why it is important to have a logframe
    • how to create one
    • provides a checklist
    • a logframe template
    • a DFID practice paper
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  • Theory of Change

    This provides insight into the Theory of Change and gives guidance on how to design your project’s ToC.

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  • Value-for-money case study from grant holder

    This case study looks at a highly rated, completed UK Aid Direct supported project and specifically, at what Women for Women International (WfWI) did that demonstrate excellent value for money.

     

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  • Value-for-money

    This guide presents a comprehensive VFM strategy and answers some key VfM questions.

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  • Beneficiary feedback

    This document explains what we mean by using a beneficiary feedback mechanism, why use one, and what needs to be done to ensure beneficiary feedback mechanisms are effective.

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  • What do we mean by 'Sustainability'?

    This document explores exactly what sustainability means, and how to achieve it with your project.

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  • What do we mean by gender?

    This guidance seeks to ensure that UK Aid Direct applicants and grant holders understand what DFID means by gender and gender mainstreaming.

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3. Presentations

  • https://www.youtube.com/watch?v=wX-yySd4aak
    How to measure disability

    This is the first publication in the User Guide series, a learning resource compiled in collaboration with the UK Department for International Development (DFID) and the Washington Group.

    The User Guide is a narrated video on the UK Aid Direct Youtube channel, which provides information and advice on how groups can improve reporting on disability.

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  • General funding round: full application webinar 16 March 2017

    This is a copy of a presentation given by members of UK Aid Direct Team on 16 March 2017 for the general funding round launched on 14 November 2016. Concept notes were submitted 31 January 2017.

    Please note: the full application form has since changed but you may continue to find the information from previous funding rounds useful.

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  • Full application webinar - financial

    This is a copy of a financial presentation given by members of UK Aid Direct Team on 16 March 2017 to successful concept note applicants.

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  • Full application webinar - questions and answers 1.

    This document features the most commonly asked questions from applicants at our webinar on 16 March, 2017 regarding full application to the general funding round. Our technical team has provided the answers.

    Please note: the full application form has since changed but you may continue to find the information from previous funding rounds useful.

    Please note: the full application form has since changed but you may continue to find the information from previous funding rounds useful.

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4. Lessons learnt and application feedback

  • Review of UK Aid Direct funding round 2 and the lessons learnt

    We have compiled a lessons learnt document to profile: general feedback on the full applications received for Impact and Community Partnership grants during the November 2016 general funding round. We hope this is helpful for organisations considering applying for a UK Aid Direct grant in the future.

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