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BTR Template reference

Purpose​

This page mirrors the BTR Template User Guide that KCFIS displays at the bottom of the Support screen. Use it offline (in the PDF) or when filling the template in your spreadsheet tool.

Column definitions​

ColumnMeaning
Project_IDUnique identifier for the project.
Reporting_YearThe year for which the data is being reported.
Project_TitleName or title of the project.
Project_DescriptionBrief description of activities and objectives.
Project_TimeframeDuration or timeline.
Amount_Committed_USDTotal committed amount in US Dollars.
Amount_Committed_KESTotal committed amount in Kenyan Shillings.
Actual_Expenditure (KES)Actual amount disbursed in KES.
Financial_InstrumentSee Financial_Instrument options.
Climate_componentPercentage of project that is climate-related.
Climate_UseSee Climate_Use options.
Climate_Marker_Mitigation0, 1, or 2 — see Climate marker options.
Climate_Marker_Adaptation0, 1, or 2 — see Climate marker options.
Climate_Marker_Cross-cutting0, 1, or 2 — see Climate marker options.
NCCAP_SectorSee NCCAP_Sector options.
Climate_SubsectorMore specific subsector classification within the NCCAP sector.
ChannelSee Channel options.
SourceInstitution or organisation providing the funds.
Implementing_EntityInstitution or organisation implementing the project.
Primary_Data_SourceMain source of data for this entry.
Secondary_Data_SourceAdditional data source (optional).

Option lists​

Financial_Instrument options​

  • Grants
  • Concessional Loan
  • Non-Concessional Loan
  • Equity
  • Guarantee
  • Insurance
  • Other

Climate_Use options​

  • Adaptation
  • Mitigation
  • Cross-cutting

Climate marker options​

For Climate_Marker_Mitigation, Climate_Marker_Adaptation, and Climate_Marker_Cross-cutting:

  • 0 — Not climate-related.
  • 1 — Significant climate objective (significant but not principal).
  • 2 — Principal climate objective.

NCCAP_Sector options​

  • Disaster Risk Management
  • Food & Nutrition Security
  • Water & Blue Economy
  • Forestry, Wildlife & Tourism
  • Health, Sanitation & Human Settlements
  • Manufacturing
  • Energy and Transport
  • Children and Youth

Channel options​

  • multilateral
  • bilateral
  • regional
  • domestic
  • private

Currency conversion​

The template includes automatic currency conversion between USD and KES.

  • Current placeholder rate: 1 USD = 128.84 KES (1 KES = 0.0078 USD).
  • The Amount_Committed_USD and Amount_Committed_KES columns are linked with conversion formulas.
  • Enter a value in either column; the other will be calculated automatically.
  • If both are filled manually, KCFIS keeps your entries as-is.
Placeholder rate

The exchange rate above is a placeholder and will be updated to a treasury-specific averaged value. Always check the value embedded in the latest template.

Assumptions​

  • Reporting period is calendar or fiscal year as specified.
  • All financial amounts are entered as positive numbers.
  • Climate markers (0, 1, 2) reflect the principal climate objective.
  • Data is entered for completed projects or projects with committed funds.

Methodologies​

Data collection​

  • Collect data from project documentation, financial records, and reporting systems.
  • Cross-reference with primary and secondary data sources.

Climate classification​

  • Use climate markers to indicate the climate relevance of each project.
  • Mark 2 (principal) only when climate is the main purpose.
  • Use 1 (significant) when climate is important but not primary.

Financial reporting​

  • Report amounts in the currency specified (USD or KES).
  • Use actual expenditure for completed projects.
  • Use committed amounts for ongoing or planned projects.

Sector classification​

  • Classify according to NCCAP sector categories.
  • Use Climate_Subsector for more detail when applicable.