Understand the Roles of Donor, Intermediary and Delivery Partner

Map decisions, responsibilities, money, information and assurance across three levels; distinguish accountability from doing every task oneself.

Draw More Than a Money Arrow

A contributor provides resources. An intermediary may select, contract, support or aggregate work by other organizations. A delivery partner carries out agreed activities. An organization can occupy more than one role, and a bank transfer does not tell you which responsibilities it holds.

Map decisions, money, information and assurance separately. Accountability for a commitment does not mean doing every task personally; asking another organization to act does not by itself transfer every duty to it.

A Fictional Three-Level Arrangement

This original exercise is not a real fund, standard fee or legal structure. Contributor C agrees 60,000 units with intermediary I. The agreed budget assigns 26,000 to partner A, 22,000 to partner B and 12,000 to I's specified coordination, support and administration. Thus 26,000 + 22,000 + 12,000 = 60,000. The retained amount is a disclosed fictional budget component, not a claimed market rate or evidence of value.

FunctionContributor CIntermediary IDelivery Partners A/B
Purpose and selectionSets the contribution's agreed purpose and conditionsSelects partners under its actual delegated scopeDecides whether proposed work/terms are feasible and acceptable
CommitmentSigns its actual agreement with ISigns separate actual partner agreements and retains its own upstream dutiesAccepts only its own agreed obligations through authorized roles
MoneyReleases funds under the contribution termsRecords receipts, its own costs and transfers; checks conditionsRecords actual receipts, commitments and use under its terms
InformationReceives the agreed consolidated evidenceReconciles compatible reports and explains gaps/overlapSupplies defined evidence and raises concerns or needed support
AssuranceChecks I's performance and material risks within its remitChecks partner work proportionately and addresses its own controlsMaintains agreed evidence and manages its actual delivery responsibilities

The agreements determine these roles in the case. A contributor's preference is not automatically an instruction to a partner that has no such agreement. I must clarify what requires downstream action rather than forwarding every upstream clause unchanged.

Follow One Decision Through the Chain

Suppose partner A needs a delivery-period change. A first checks its terms with I. I then checks whether it can decide the request or must seek C's approval because the upstream commitment would change. A's request, I's recommendation and C's authorized outcome are separate records. A friendly reply from an officer who lacks the relevant authority does not close the issue.

For information, the direction can reverse. A explains incomplete records; I assesses the consequence for the consolidated report; C receives an honest limit and any required decision request. I should not conceal uncertainty by declaring all partner results verified. Nor should C assume that seeing a dashboard means every underlying record has been independently checked.

Distinguish Administration From Programmatic Control

Some arrangements separate a fund administrator's financial functions from a governing body's allocation decisions and a secretariat's coordination. Other intermediaries combine these functions. Do not infer the design from the word fund, trust or partner. Identify the legal entities, governing instruments, agreements and actual authority. An inter-agency pooled-fund model is one example, not the template for every local fund or charitable intermediary.

Use upstream-condition tracing to assign actual obligations and partner-report reconciliation to avoid adding incompatible results. The broader giving-mode comparison addresses the contributor's choice of pathway.

Source and Scope

Pooled-fund quality features, sections 4-5 and 9, describes roles/reporting in the UN inter-agency model. The three-level arrangement here is fictional. No model-specific duty, fee, current efficiency claim or legal control is generalized.