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World Bank • Portfolio Management & Impact Tracking

Committed

+5.2%

$160.0M

Total committed funds across all projects

Disbursed

+3.8%

$140.0M

Funds disbursed to implementing agencies

Utilized

+8.1%

$92.5M (66%)

Funds utilized on ground activities

Avg Days to Disburse

-2 days

11 days

Average time from commitment to disbursement

Beneficiaries Reached

+12.3%

128,450

Total individuals directly benefiting

Jobs Created

+18.5%

2,350

Direct employment generated by projects

AI Insight: Utilization ↑ 8.1% w/w, driven by Education & Youth projects in St. Mary. Disbursement cycle improved to 11 days.

Portfolio Overview
ProjectMinistryParishesCommittedDisbursedUtilizedProgressHealthNext Milestone

School Rebuild Phase 1

PRJ-EDU-001

MoEYSt. Mary, St. Ann$25M$20M$12.4M
62%
YellowRoofing complete (Dec 15)

Rural Clinic Expansion

PRJ-HLT-002

MoHPortland, St. Thomas$18.5M$18.5M$16.2M
88%
GreenEquipment installation (Dec 20)

Road Network Restoration

PRJ-INF-003

InfrastructureClarendon, Manchester$42M$35M$28.8M
68%
YellowPhase 2 paving (Jan 10)

Irrigation System Upgrade

PRJ-AGR-004

AgricultureSt. Elizabeth$12M$8.5M$4.2M
35%
RedProcurement approval (overdue)

AI Risk Analysis:

PRJ-EDU-001: Timeline slippage risk due to material delays
PRJ-HLT-002: On track, no significant risks identified
PRJ-INF-003: Budget variance 8% over; weather delays possible
PRJ-AGR-004: Critical: 45 days behind schedule, procurement blocked
Co-Funding Overlap Analysis

Total Co-Funded Amount

$29.7M

Across 3 shared projects

World Bank

$18.2M

IDB/CDB

$8.5M

Others

$3.0M

Shared Projects

School Rebuild Phase 1

PRJ-EDU-001

Low Risk

Co-Funders

World Bank, IDB

Overlap Amount

$8M

Lead Agency

World Bank

Road Network Restoration

PRJ-INF-003

Medium Risk

Co-Funders

World Bank, CDB, EU

Overlap Amount

$15.5M

Lead Agency

CDB

Rural Clinic Expansion

PRJ-HLT-002

Low Risk

Co-Funders

World Bank, UNDP

Overlap Amount

$6.2M

Lead Agency

World Bank

AI Consolidation Recommendations:

  • PRJ-INF-003: Consolidate reporting under CDB lead; merge quarterly M&E reports to reduce burden by 40%
  • PRJ-EDU-001: Harmonize disbursement schedules between WB and IDB to improve cash flow predictability
  • Consider joint procurement framework for shared infrastructure projects to reduce costs by 12-15%
Fund Flow & Timeline

Pending Approvals (SLA Age)

PRJ-AGR-004 - Procurement approval45 days (Critical)
PRJ-INF-003 - Phase 2 budget revision12 days

AI Forecast (Next 4 Weeks):

Expected disbursements: $18.5M based on 12-week trend. Critical: PRJ-AGR-004 approval pending 45 days (owner: S. Brown) will delay $3.2M disbursement. Recommend escalation to Permanent Secretary level.

Impact Metrics

2,350

Jobs Created

128,450

Beneficiaries Served

47

Facilities Restored

8,920

Students Trained

Impact by Parish

St. Mary$25.5M • 420 jobs • 85% target
Kingston$32M • 680 jobs • 78% target
St. Ann$18.2M • 310 jobs • 92% target
Portland$15.8M • 245 jobs • 88% target
Clarendon$28.5M • 380 jobs • 55% target

AI Impact Analysis:

Clarendon shows high spend ($28.5M) but low impact (55% of target). Root cause: delayed infrastructure projects affecting job creation. Recommend reallocation of $5M to high-performing parishes (St. Ann, Portland) to maximize ROI.

Transparency & Compliance

Transparency Index

75

Out of 100

Weighted Factors

Reporting completeness80% (weight: 30%)
Timeliness vs SLA72% (weight: 25%)
Utilization ratio66% (weight: 25%)
Exceptions resolved ≤30d70% (weight: 10%)
Disclosure freshness ≤7d90% (weight: 10%)

Evidence Locker

Project Contracts
K. Richards • 2024-12-01
M&E Reports Q4
M. Chen • 2024-12-10
Financial Receipts
pending
Site Photos
J. Thompson • 2024-12-08
Beneficiary Lists
overdue

Exception Log

Late M&E submission - PRJ-EDU-001

Medium
Owner: K. Richards
Due: 2024-12-20
Status: In Progress

Missing procurement docs - PRJ-AGR-004

High
Owner: S. Brown
Due: 2024-12-15
Status: Overdue

AI Remediation Recommendation:

Lowest factors: Utilization ratio (66%) and Timeliness (72%). Quickest fix: Expedite PRJ-AGR-004 procurement approval to improve utilization by 8% and gain +5 points overall. Estimated impact: 3-5 business days.

Reports: Upload / Sync

Drop files here or click to upload

Supports PDF, XLSX, CSV, images (max 50MB)

Sync Connectors

Scheduled nightly pull at 2:00 AM EST

Recent Uploads

Q4_Financial_Report.xlsx

2.4 MB2024-12-10

validated

Site_Photos_Nov.zip

15.8 MB2024-12-08

validated

M&E_Report_Draft.pdf

1.2 MB2024-12-12

pending

AI Document Analysis:

Extracted KPIs from Q4_Financial_Report.xlsx: Total spend $92.5M (matches ledger ✓). Anomaly detected: Line item 47 shows 12% variance vs budget. Recommend review with finance team.

Quarterly Review Export

Generate comprehensive quarterly review packs with all portfolio data, KPIs, and compliance reports.

PDF Pack Contents:

  • Cover page (partner, period)
  • KPI summary cards
  • Portfolio table (top 20 projects)
  • Co-funding overlap snapshot
  • Fund flow timelines
  • Impact metrics by parish
  • Transparency Index + exceptions appendix