Grant Management

Local Fund Agent resources related to grant management processes are available here for download.

Additional information and documents are in these sections:

Implementation Effectiveness
- Implementation Readiness Assessment Template
  download in EnglishImplementation Readiness Assessment Template

Progress Update/Disbursement Request - Enhanced Financial Reporting
- 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)

Finance
- Audit guidelines and templates
- Guidelines on Financial Risk Management
  download in EnglishGuidelines on Financial Risk Management FrançaisDirectives sur la gestion des risques financiers
- Local Fund Agent Review of the Principal Recipient/Sub-recipient Audit Arrangements and Audit Reports (June 2022)
  download in EnglishLocal Fund Agent Review of the Principal Recipient/Sub-recipient Audit Arrangements and Audit Reports (June 2022)
- Local Fund Agent Term of Reference for the Review of Independence and Effectiveness of Internal Audit Function (January 2020)
  download in EnglishLocal Fund Agent Term of Reference for the Review of Independence and Effectiveness of Internal Audit Function (January 2020)
- Local Fund Agent Terms of Reference for Finance Spot-Checks (March 2019)
  download in EnglishLocal Fund Agent Terms of Reference for Finance Spot-Checks (March 2019)
- Local Fund Agent Verification of the Principal Recipient Bank Details (February 2016)
  download in EnglishLocal Fund Agent Verification of the Principal Recipient Bank Details (February 2016)
- Principal Recipient Bank Information Template
  download in EnglishPrincipal Recipient Bank Information Template EspañolPlantilla de información bancaria de Receptor Principal FrançaisRécipiendaire principal : document-type de renseignements bancaires РусскийФорма с информацией о банковских реквизитах основного реципиента
- Review of Use of Country Public Financial Management Systems - Guidance for Local Fund Agents (LFAs)
  download in EnglishReview of Use of Country Public Financial Management Systems - Guidance for Local Fund Agents (LFAs)
- Terms of Reference for Local Fund Agent Funds Flow Adequacy Review (March 2019)
  download in EnglishTerms of Reference for Local Fund Agent Funds Flow Adequacy Review (March 2019)
- Third Party Bank Information Template
  download in EnglishThird Party Bank Information Template EspañolPlantilla de muestra para terceros: membrete de la entidad bancaria FrançaisDocument-type à un tiers : Papier à en-tête de la banque РусскийОбразец формы письма в отношении третьей стороны: фирменный бланк письма банка
- Use of Country PFM Systems Review Tool
  download in EnglishUse of Country PFM Systems Review Tool

Procurement and Supply Management
- GeneXpert Deployment Review - Terms of Reference
  download in EnglishGeneXpert Deployment Review - Terms of Reference
- Health Care Waste Management Assessment – Terms of Reference (May 2022)
  download in EnglishHealth Care Waste Management Assessment – Terms of Reference (May 2022)
- Health Care Waste Management Assessment Tool (May 2022)
  download in EnglishHealth Care Waste Management Assessment Tool (May 2022)
- Local Fund Agent Procurement Review Tool
  download in EnglishLocal Fund Agent Procurement Review Tool
- Local Fund Agent Spot Checks of ACT Co-payment Mechanism First-line Buyers Template
  download in EnglishLocal Fund Agent Spot Checks of ACT Co-payment Mechanism First-line Buyers Template
- Local Fund Agent Spot Checks of ACT Co-payment Mechanism First-line Buyers Terms of Reference
  download in EnglishLocal Fund Agent Spot Checks of ACT Co-payment Mechanism First-line Buyers Terms of Reference
- Local Fund Agent Verification of Health Product Expiries Guidance Note
  download in EnglishLocal Fund Agent Verification of Health Product Expiries Guidance Note
- Local Fund Agent's Guide to Price and Quality Reporting
  download in EnglishLocal Fund Agent's Guide to Price and Quality Reporting
- Logistics Management Information Systems (LMIS) Implementation Review
  download in EnglishLogistics Management Information Systems (LMIS) Implementation Review
- Quality Monitoring Activities for Pharmaceuticals
  download in EnglishQuality Monitoring Activities for Pharmaceuticals
- Review of implementation of PSA oxygen generating plants (May 2022)
  download in EnglishReview of implementation of PSA oxygen generating plants (May 2022)
- Supply Chain Management Review
  download in EnglishSupply Chain Management Review

Joint Procurement and Supply Management - Monitoring and Evaluation
- Joint Programmatic / Monitoring and Evaluation (M&E) and Procurement and Supply Management (PSM) Laboratory Services and Related Supply Chain Review
  download in EnglishJoint Programmatic / Monitoring and Evaluation (M&E) and Procurement and Supply Management (PSM) Laboratory Services and Related Supply Chain Review

Monitoring and Evaluation
- LFA Terms of References: Review of Global Fund KPI 6e - Availability, analysis and use of disaggregated data to inform HIV, TB and Malaria programs
  download in EnglishLFA Terms of References: Review of Global Fund KPI 6e - Availability, analysis and use of disaggregated data to inform HIV, TB and Malaria programs
- Programmatic Spot Checks Data Entry and Analysis Tools
  download in EnglishProgrammatic Spot Checks Data Entry and Analysis Tools
- Programmatic Spot Checks Reporting Template
  download in EnglishProgrammatic Spot Checks Reporting Template
- Programmatic Spot Checks Terms of Reference
  download in EnglishProgrammatic Spot Checks Terms of Reference
- Programmatic Spot Checks Terms of Reference Guidance Note
  download in EnglishProgrammatic Spot Checks Terms of Reference Guidance Note
- Targeted Data Quality Review (DQR) Tools
  download in EnglishTargeted Data Quality Review (DQR) Tools

Anti-Terrorism
- Anti-Terrorism Compliance Procedure: Annual Review and Report
  download in EnglishAnti-Terrorism Compliance Procedure: Annual Review and Report
- Local Fund Agent Scope of Work: Anti-Terrorism Compliance Procedure – Annual Review and Report (April 2015)
  download in EnglishLocal Fund Agent Scope of Work: Anti-Terrorism Compliance Procedure – Annual Review and Report (April 2015)

Grant Closure
- Financial Closure Report Guidelines
  download in EnglishFinancial Closure Report Guidelines EspañolInforme de cierre financiero FrançaisRapport de clôture financière