Principal Recipient Reporting

Effective implementation and oversight of grants are essential in order to deliver on targets set for the three diseases and to fight COVID-19. The Global Fund continues to strengthen the way in which results are tracked and measured, with the objective of improving the performance and results of all grants.

How We Oversee Grants

High quality information, collected more frequently, allows implementing countries and partners to anticipate issues, remove bottlenecks and course-correct to support problem-solving.

For this purpose, the Global Fund introduced two new complimentary tools: Pulse Checks and Supply Chain and Health Services Spot Checks. These tools put greater emphasis on the importance of data quality and accountability.

See the update on New Global Fund Tools to Oversee Grant Investments for more information.

Pulse Checks
- Completing and Submitting Pulse Checks: Guide for Principal Recipients
  download in EnglishCompleting and Submitting Pulse Checks: Guide for Principal Recipients EspañolCómo cumplimentar y enviar los chequeos de pulso: Guía para receptores principales FrançaisEffectuer et envoyer les prises de pouls : Guide à l’attention des récipiendaires principaux
- Pulse Check Example
  download in EnglishPulse Check Example EspañolChequeo de pulso FrançaisPrise de pouls
- Pulse Checks: Information Sessions for Principal Recipients
  download in EnglishPulse Checks: Information Sessions for Principal Recipients EspañolChequeos de pulso: Sesiónes informativas para receptores principals FrançaisPrises de pouls: séance d’information pour les récipiendaires principaux

Supply Chain and Health Services Spot Checks
- List of Countries for the Supply Chain and Health Services Spot Checks
  download in EnglishList of Countries for the Supply Chain and Health Services Spot Checks
- Supply Chain and Health Services Spot Checks: Allocation of Service Providers per Country
  download in EnglishSupply Chain and Health Services Spot Checks: Allocation of Service Providers per Country
- Supply Chain and Health Services Spot Checks: Information Session for Principal Recipients
  download in EnglishSupply Chain and Health Services Spot Checks: Information Session for Principal Recipients FrançaisContrôles ponctuels de la chaîne d’approvisionnement et des services de santé : séance d’information pour les récipiendaires principaux

Progress Update and/or Disbursement Request

The Progress Update and/or Disbursement Request (PU/DR) is a tool that enables the Global Fund and implementers to capture insights on how a grant is progressing. Principal Recipients, Local Fund Agents and other in-country actors receive the pre-populated form, which is then completed and submitted to the Global Fund through the Partner Portal.

Performance ratings and results reporting for each grant are established through the PU/DR, and are available on our Data Explorer site. For more information, please see the resources listed below.

For guidance on how to complete the Progress Update and Disbursement Request, please visit the Global Fund e-learning courses.

Progress Update and Disbursement Request
- Progress Report with Disbursement Request Example
  download in EnglishProgress Report with Disbursement Request Example
- Progress Update and Disbursement Request Form Instructions
  download in EnglishProgress Update and Disbursement Request Form Instructions EspañolInforme de actualización de avances a la fecha y solicitud de desembolso - Instrucciones del formulario FrançaisRapport sur les résultats actuels et demande de décaissement - Instructions pour remplir le formulaire
- PU/DR Interactive Guide
  download in EnglishPU/DR Interactive Guide EspañolInforme de actualización de avances a la fecha y solicitud de desembolso (PU/DR) FrançaisRapport sur les résultats actuels et demande de décaissement (RA/DD)
- Updates to the PU/DR Process and Performance Rating: Information Session
  download in EnglishUpdates to the PU/DR Process and Performance Rating: Information Session EspañolActualizaciones en el proceso del PU/DR y la calificación del desempeño: Sesión Informativa FrançaisMises à jour sur la procédure de rapport sur les résultats actuels et demande de décaissement (RA/DD) et la notation des résultats : Séance d'information

How We Oversee Grants

Progress Update and/or Disbursement Request

Related Resources

Principal Recipient Reporting Video