> For the complete documentation index, see [llms.txt](https://unicef.gitbook.io/unpp/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://unicef.gitbook.io/unpp/overview/direct-selection-and-retention-dsr.md). # Direct Selection & Retention (DSR) ## What is a CFEI? The Direct Selection & Retention feature is a subset to the larger, more encompassing function for creating and answering Calls for Expression of Interest (CFEI) between an Agency and a Partner. Furthermore, it is an update to the "Direct Selection" Feature. To learn more about this feature, please visit [CFEIs](/unpp/agencies/cfeis.md) and [Answering a CFEI](/unpp/partners/answering-for-cfei.md), respectively. ## Agency: Direct Selection & Retention (DSR) ### Overview This feature allows the participating agencies to select a CSO for partnership without a competitive process. It provides flexibility for the agencies depending on the local context.\ This feature also allows for the maintenance of a retention decision of a previously identified CSO partner for a period ranging from 2-4 years ![NOTE: DSR was originally named WOS. Demo will be replaced in the future.](/files/-LAPwkj18W0DkKCgF_Tx) ### Assumptions & Dependencies * Participating agencies’ policies allow for direct selection and/or retention * CSO has completed profile on the portal * CSO’s profile has been verified by a participating agency ### Key Functions & Controls | Ability to filter list of direct selections & retention by agency, country, status, focal point, sector and areas of specialization and direct selection source. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Ability to view all direct selection & retentions irrespective of agency | | Ability to view justification reason and summary, including any uploads (if applicable) of a direction selection & retention | | Ability to indicate a CSO for a direct selection & retention | | Ability to directly select or retain a CSO for partnership | | Ability to view information such as project location, project background, expected results about the direct selection | | Ability to optionally upload documents in the justification summary when creating a direct selection & retention | | Ability to save, edit, delete or publish a direct selection & retention | | Ability for the user that created a direct selection & retention to be notified when the CSO responds | | Ability to view whether the CSO accepted or declines the direct selection & retention | | Ability to restrict deletion of direct selection & retention if already published. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Ability to restrict the creation of a direct selection & retention to the user’s agency. | | Ability to restrict viewing justification reason and summary, including any uploads (if applicable) of a direction selection & retention to user’s agency and advanced editor role | | Ability to restrict selecting CSO for direct selection & retention to advanced editor role | | Ability to restrict issuing a direct selection & retention to a CSO if their profile status is ‘pending verification’, ‘unverified’ and/or a valid red flag exists. | | Ability to restrict the finalization of a direct selection & retention process to the Focal Point or creator | | Ability to restrict accepting a direct selection & retention on behalf of a CSO to the direct selection Focal Point or creator | ### Processes & Performance Metrics | Ability to check, via reports, the number of direct selection & retention made per country and by agency | | ---------------------------------------------------------------------------------------------------------------- | | Ability to compare, via reports, the number of UN initiated direct selections to CSO initiated direct selections | ## Partner: Direct Selection & Retention (DSR) ### Overview This feature allows for a CSO to be notified when they have been made a partnership offer by participating UN agency via direct selection & retention. It provides the CSO with information on the nature of the partnership (location, activity, sector etc.) and offers them the opportunity to accept or reject the partnership offer. ### Assumptions & Dependencies * The CSO has a complete and up to date profile in UNPP. * The CSO’s profile has been verified. ### Key Functions & Controls | Ability for the CSO to be notified when a direct selection & retention offer has been made by a participating agency. | | ------------------------------------------------------------------------------------------------------------------------------------------------ | | Ability for CSO users to view the details of a direct selection & retention offer made to their organization | | Ability for CSO to download the direct selection & retention in a presentable PDF format | | Ability for a CSO to accept or decline a partnership offer made via direct selection & retention | | Ability for CSO users to view all direct selection & retention offers made to their organization. | | Ability to restrict the response to a direct selection offer to the following roles: • HQ Partner Admin/Editor • Country-specific Admin/Editor | | Ability to restrict response to direct selection until the CSO confirms that their profile is up to date. | | Ability to restrict selecting a CSO for direct selection & retention if the CSO status is ‘pending verification’ or ‘unverified’. | | Ability to view, via reports, how many partnerships are made via direct selection & retention. | | Ability to compare, via reports, the number of direct selection & retention offers made by location. | ### ##