A-Z
The New Zealand Aid Programme tools are a collection of resources to guide good practice and good process in programme and activity cycle management. The tool clusters were reorganised in March/April 2011 so the strategic management and engagement are now found within either the Strategy, Policy and Process tools cluster, the Programme tools cluster or the Activity tools cluster.
- Activity Appraisal: Guidelines and Templates
- Use these guidelines and templates when appraising an Activity concept or design. They include a templates for appraisal of an activity concept or design and an appraisal meeting minutes template.
- Activity Completion
- These tools are intended to help partners and MFAT staff to prepare reports at completion of an activity supported by the New Zealand Aid Programme.
- Activity Design
- This page provides links to policies, processes, guidelines and templates for developing, appraising and approving an Activity design. It provides details about completing an Activity Design Document (ADD) which includes a results framework made up of a results diagram, a results measurement table, and a monitoring and evaluation workplan. A list of IDG's standard output indicators is also provided. It also links to an Activity procurement plan and an Activity schedule template.
- Activity Identification
- The Activity identification process and Activity concept templates are used when a potential Activity has been identified. The concept is appraised and approval obtained before more detailed design can proceed.
- Activity Implementation, Monitoring and Reporting
- The activity implementation tools are designed to guide and assist with monitoring and reporting on the progress of an Activity during the implementation phase.
- Activity Monitoring Assessment (AMA)
- The AMA is intended to help MFAT staff prepare and complete an activity monitoring assessment of an activity supported by the New Zealand Aid Programme.
- Activity Quality Policy and Rating Scale
- The Activity Quality Policy and the accompanying Activity quality rating scale (which uses the DAC criteria) apply across all stages of the Activity cycle.
- Activity Quality Rating Scale
- The Activity quality rating scale is based on the five DAC criteria of relevance, efficiency, effectiveness, impact and sustainability. It uses a 6-pont scale to rate each criterion and is used in Activity appraisals, assessments, reporting and evaluations.
- Activity Risk Assessment
- Templates and guidelines for assessing Activity risk.
- ADAF-PSD | Asia Development Assistance Facility
- The Asia Development Assistance Facility - Partnerships for Sustainable Development (ADAF-PSD) provides funding opportunities for New Zealand organisations that have established a partnership with an organisation from an eligible country in the Asia region.
- Aid Effectiveness in Fragile States
- This guideline explains what is meant by the term ‘fragile states’ and outlines the DAC Principles for Good Engagement in Fragile States and Situations, which NZAID has committed to. It then provides basic guidance to staff about how to promote the principles in a relationship with a partner in a fragile state or situation, or in discussions with other government agencies about engagement in situations of fragility.
- Aid Modalities Guideline
- The aid modality guideline defines and describes the range of aid modalities currently used by the New Zealand Aid Programme.
- Approved Contractor Scheme (ACS)
- This topic provides links to policy, guidelines and templates for the Approved Contractor Scheme which enables selection of a pre-approved contractor from a database.
- Climate Change: Delivering and Tracking Climate-Change-Related ODA
- This document details the New Zealand Aid Programme’s operational policy for delivering support for addressing climate change and describes how that support is to be recorded and quantified. It is designed to help staff meet the New Zealand Government’s commitment to deliver and track climate change related ODA.
- Communities of Practice Guideline
- This tool includes guidance and good practice for those establishing, coordinating or participating in Communities of Practice (CoPs). It contains information for directors and team leaders regarding participation on CoPs and in the CoP processes.
- Conflict of Interest Declarations
- This topic includes policy statements and Conflict of Interest declaration forms for completion by staff, contractors and assesment panel members.
- Conflict Risk Assessment
- This guideline covers the fundamentals of conflict-risk assessment and provides guidance on different methodologies for undertaking conflict-risk assessment at the country, sector, and development activity levels.
- Contracting
- This topic provides links to the New Zealand Aid Programme contracting policies, processes and guidelines, forms and templates. Most of the material is available to MFAT staff only.
- Contracting at Post
- Summarises and provide links to policy, processes and templates that apply to post on contracting for services and grants.
- Contracting Manual Front Matterr
- The front matter for the contracting manual (Contracting Policy and Guidelines) contains the table of contents and other introductory material.
- Contracting Manual: Contracting Policy and Guidelines
- This page shows the contents of the New Zealand Aid Programme contracting policy and guidelines manual with links to the different parts. The manual is available to MFAT staff only.
- Contracting Policy
- The New Zealand Aid Programme contracting policy includes contracting principles and the business rules that apply to contracting and contract variations. It includes policy statements on value for money, accountability and transparency, and sustainability and environmental factors.
- Contracts for Services / MOU Templates
- This page provides links to templates and forms for planning and drafting contracts for services.
- Costed Workplans for Grants and MOUs
- The costed workplan templates are for use with grants and Memorandum of Understanding (MOU) with other New Zealand Government Departments.
- Country Strategic Frameworks / Joint Commitments for Development
- These documents support the development of a country strategic framework for development. The outputs from this process are either: for non-Pacific countries, a Country Strategic Framework for Development (CSFfD); for Pacific countries, a Joint Commitment for Development (JCfD) that includes a results framework. A list of IDG's standard output indicators is also provided.
- Development Leadership Team Paper | Template
- Use this template to prepare a paper for the Development Leadership Team (DLT).(This template is also available within Microsoft Word under the name Aid Management Paper.
- Diagram of Activity Management and Contracting Tools by Process Stage
- This diagram provides links to the documents and templates that support the Activity management and contracting processes.
- Environment: Integrating Environment into Aid Activity Design | AusAID Rules and Tools
- This tool is available to MFAT staff only.
- Evaluating an Activity
- These tools provide guidance on evaluating Activities. They include an Evaluation Decision Checklist, templates for Terms of Reference (TOR)for Evaluations and for Evaluation Steering Groups, templates for evaluation plans, evaluation reports, providing feedback and reporting on evaluations.
- Evaluation Series | DAC Evaluation Quality Standards
The DAC Quality Standards for Development Evaluation identify the key pillars needed for a quality development evaluation process and product. They are intended for use by evaluation managers and practitioners. The Standards are not mandatory, but provide a guide to good practice. They were developed primarily for use by DAC members, but broader use by all other development partners is welcome.
- Evaluation Series | Reviewing and Evaluating NZAID Country Programmes
- This guideline provides guidance on reviewing and evaluating NZAID country programmes (bilateral and constitutional relationships) and their strategies.
- Financial Delegations Policy
- This policy applies to financial delegations for Vote ODA for departmental (non-Crown expenditure.) It is available to MFAT staff only.
- Gender Analysis
This guideline covers key gender concepts and outlines the methodologies used in gender analysis to assess the differential impact of a development programme or Activity on females and males and on gender relations.
- Gender: Integrating Gender Equality into Aid Activity Design | AusAID Rules and Tools
- This tool is available to MFAT staff only.
- Gender: Multilateral Thematic Brief (DRAFT) (in development)
- Grants: Templates
- This page provides links to templates for planning and drafting grants. it includes templates for grant funding arrangement, grant contribution, costed workplans, contribution towards expenses (which replaces letters of disbursement) and letters of scholarship offer.
- Health: The Role of Health in Economic Development
- This document discusses recent research investigating health’s role in fostering economic development.
- HIV/AIDS: Multilateral Thematic Brief
- A multilateral thematic brief on our approach to HIV/AIDS.
- HOMF | Head of Mission Funds Guidelines
- The Head of Mission Fund (HOMF) is a small discretionary funding (usually grants) scheme overseen by NZAID and MFAT and managed through New Zealand posts for discrete development activities of a short duration.
- Human Rights Mainstreaming Guideline
- This guideline covers: NZAID commitment to human rights, NZAID and Mainstreaming, Human rights concepts and principles, Key questions to ask at all stages of the programme cycle, and during appraisal processes, Expectations at various stages of the activity cycle. The Guideline will assist staff to implement NZAID’s approach to human rights as a means to ensure good outcomes and manage risks across NZAID programmes (during policy and strategy development and throughout the activity cycle).The Guidelines aims to assist NZAID achieve its objective of screening all activities for human rights impact.
- In-Country Managed Funds
- This guideline is a principles-based guideline on designing funds and covers areas such as principles of good fund design and practice; fund criteria and delivery mechanisms; and resource management implications. The general introduction sets out the key elements of In-Country Managed Grant Funds.
- Interim Koru Workarounds
- These interim Koru workarounds for setting up templated and complex grants and contracts for services from 1 July 2011 until updates to Koru are completed.
- LADAF | Latin America Development Facility
- The Latin America Development Assistance Facility - Partnerships for Sustainable Development (LADAF-PSD) provides funds to New Zealand organisations that have established a partnership with an organisation from an eligible country in Latin America.
- Managing Global Humanitarian Aid
- Handbook for managing global humanitarian aid to areas other than the Pacific.
- Market Chain Approach
- This tool outlines the Market (or Value) Chain Approach (MCA) and its practical application to the identification and/or design of development Activities. It is intended for use by MFAT staff managing the New Zealand Aid Programme and partners involved in the identification, design and/or implementation of market-oriented development Activities.
- Minor Contracting (at Post)
- Minor contracts may be used at post for grants and contracts for service (CFS) and in Wellington for grants only. Wellington staff must use the more recent template for CFS under $100,000. Minor grants and contracts may be used only for low-value, low-risk grants and contracts. These templates are available to MFAT staff only.
- PAA | Programme Activity Authorities
- The Programme Activity Authority (PAA) guideline is available to MFAT staff only.
- Participatory Evaluation
- We encourages the use of participatory approaches for assessing performance.
- Poverty Analysis Guideline
- This guideline covers the fundamentals of poverty analysis and different methodologies for the application of poverty analysis at the country, sector and development Activity levels.
- Programme Committee Guideline
- The Programme Committee is an advisory body to which important matters can be taken for discussion and guidance. This guideline outlines the purpose, structure and procedures of the Programme Committee, and identifies the key appraisal questions to be covered in a submission to the committee.
- Responding to Natural Disasters in the Pacific
- A guideline and contact list for responding to natural disasters in the Pacific.
- Scholarships
- Handbooks and operating guidelines for New Zealand Development Scholarships, Commonwealth Scholarships and for Short Term Training Awards(STTA).
- Screening Guide for Cross-Cutting Issues
- This Screening Guide assists NZAID staff to take into account and address NZAID’s mission and its cross-cutting issues in the identification, design, and appraisal of all NZAID development Activities. It also applies to NZAID work with wider bilateral and programme strategy development and appraisal.
- Sustainable Livelihoods Approach
This guideline covers the principles and framework of the Sustainable Livelihoods Approach, and its practical application to development Activities.
- SWAps | Sector Wide Approaches
- A SWAp reflects an approach or philosophy that is based on working in support of partner government policies, strategies and systems. The emphasis is on working in a harmonised and aligned way and may encompass a range of partnership arrangements, aid delivery instruments and modalities.
- Technical Advisors
- The Technical Advisor documents are available to MFAT staff only.
- TOR | Terms of Reference
- These tools set out general principles and support good practice for the preparation of Terms of Reference (TOR) for contracts for service (CFS).
- Value for Money Guideline
- This guideline defines Value for Money and provides guidance on MFAT expectations, on how value for money is pursued by the New Zealand Aid Programme during the activity cycle, and on a number of possible approaches to assessment.
- Variations: Policy, Quick Reference Guide, and Letter of Variation
- This page contains links to the variations policy, a variations quick reference guide and the letter of variation template.
- Working with Civil Society Organisations
- This guideline sets out key concepts, principles, and funding practices which guide NZAID’s engagement with civil society organisations (CSOs), within New Zealand and off-shore. It establishes consistent parameters but still leaves scope for the particular elements of individual funding windows.