Forms

Here you can find forms for requisition of funds and relevant documents for continuous follow-up in the project work.

Request for Funding

The final request for funds must be submitted to Union to Union by 1 December at latest.

Request for transfer of funds 2022 (English)

APPLICATION

Please e-mail the application to your programme officer Union to Union by 31 May 2022.

The complete application includes:

Narrative application Narrative Application template (in french here: Application Narrative and in spanish here: Solicitud Narrativa )
Objective matrix Objective matrix template
Risk matrix Risk matrix template
Activity matrix with target groups 2023 Activity matrix template
Partner contact information on the Union to Union template Multilateral Partner template
Budget on the Union to Union template (one per year) Multilateral Budget template
Detailed underlying budget(s) (partners’ own formats)

Please observe that multilateral projects/programs and bilateral ones have different budget forms and partner information forms.

Please use Union to Union’s Application and budget guidelines to elaborate your application. (Guidelines in french and Guidelines in spanish)

As a reference, Union to Union provides also

Concept Note for application for 2023-2027

Common questions and answers: Q&A Concept note The time line for the application process ins described here: Timeline for application

More information on the thematic programmes can be found in our annual report: Union to Union Annual Report 2020

REPORTING

Mid Term Report 2022

The Mid Term Report is an update of the activity plan and an inventory of available funds. The purpose of the update is to evaluate the use of resources and timetables for projects and programmes. The Mid Term Report and a financial update (use the latest approved Budget-Report excel file for the year) shall be sent to your Programme officer at Union to Union at latest 15 August.

Template for Mid Term report

Reporting of Innovative Projects

Projects with agreement period 2020-2021 must submit a Final Report by 1 March 2022 at latest. If an extension to 2022 has been approved the report submitted by 1 March 2022 shall be a Progress Report covering 2020+2021 instead and the Final report must be submitted next year.

Template for Final Report: Final Report 2020+2021 (Innovative start 2020)

Template for Progress Report: Progress Report 2020+2021 (Innovative start 2020 + 2022)

Projects with agreement period 2021-2022 submit a Progress Report by 15 March 2022 at latest.

Template for Progress Report: Progress Report (Innovative start 2021)

Reporting 2021

Reporting of the annual support shall reach Union to Union no later than March 1, 2022. The reports must include the following (if there is any problem downloading the templates for narrativerreporting, please contact your program officer at Union to Union):

Narrative Report on results with the appendix Activity matrix (The narrative report will be divided in two templates due to some updates referring to the financial parts)
Financial Narrative Report

Links to Templates för Narrative reports: Narrative Report, Narrative Financial report 2021 and Activity matrix

Budget/Outcome report (update the excel template used in the midterm reporting, please send the excel file also) Instructions om Financial reporting 2021
Audit Report (ISA and ISRS, refer to the updated version of the Audit instructions: Appendix Cv3 Audit instructions 2021-2022)
Management Letter by a chartered accountant. The corresponding Management Response must be submitted by March 15 at the latest.
Partner information (update the submitted version from the application)

For reference, please also see the presentations from 2020-11-19:
Financial report
Narrativ report and web portal

To receive the link to "Union to Union Web Portal for Annual Reports" (sent by e-mail earlier) please contact your programme officer at Union to Union.

LOCAL PARTNERS

Assets in a project

In accordance with the requirements of Union to Union, if equipment with lasting value is acquired with project funds, the ownership of the equipment must formally be transferred to the projects local partner within the project’s agreement period, if not used in subsequent project with the approval of Union to Union. If the value of the equipment exceeds 5000 Euros, a copy of the transfer of ownership must be included to the project’s final financial report. If the value of the equipment is less than 5000 Euros a copy of the transfer of ownership does not need to be sent to Union to Union but be kept in the project records for control and audit purposes. Template for Transfer of assets

Sample field agreement

In accordance with the requirements of Union to Union, when funds are transferred to another partner organization within the project chain, the Swedish unions and Global unions must sign an agreement with that organization. This Sample agreement has been produced as an example to be used by our partner organizations.

Agreement_subsequent_levels_2020-2022
Sida Procurement Regulations