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 and Answering a CFEI, 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.

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.