Operational Policy

Requirements for operational policies and procedures are differentiated based on portfolio category (High Impact, Core and Focused).

The Global Fund’s Operational Policy Notes (OPNs) and Operational Procedures provide guidance on grant life cycle processes for Country Coordinating Mechanisms, Principal Recipients, Local Fund Agents, relevant implementing partners and Global Fund Secretariat staff.

The OPNs define key principles, rules and requirements and associated grant deliverables. The internally-focused Operational Procedures operationalize policy rules and requirements.

The Operational Policy Manual [ download in English ] contains the complete set of OPNs. Global Fund processes evolve and adapt, and changes are communicated accordingly.

Grant Entity Data (OPN)
download in English

Grant Budgeting Guidelines
download in English | Español | Français

Operational Policy Notes

Funding Requests and Grant-making
- Design and Review of Funding Requests (2023-2025 Allocation Cycle)
  download in EnglishDesign and Review of Funding Requests (2023-2025 Allocation Cycle)
- Make, Approve and Sign Grants
  download in EnglishMake, Approve and Sign Grants
- Co-financing
  download in EnglishCo-financing

Grant Implementation
- Oversee Implementation and Monitor Performance
  download in EnglishOversee Implementation and Monitor Performance
- Annual Funding Decisions and Disbursements
  download in EnglishAnnual Funding Decisions and Disbursements
- Revise Grants
  download in EnglishRevise Grants
- Pooled Procurement Mechanism
  download in EnglishPooled Procurement Mechanism
- Portfolio Optimization
  download in EnglishPortfolio Optimization
- Supplier Misconduct
  download in EnglishSupplier Misconduct
- Implementing the Quality Assurance Policies for Pharmaceutical, Diagnostics and Other Health Products
  download in EnglishImplementing the Quality Assurance Policies for Pharmaceutical, Diagnostics and Other Health Products

Grant Closure
- Grant Closure
  download in EnglishGrant Closure

Throughout the Cycle
- Grant Entity Data
  download in EnglishGrant Entity Data
- Country Risk Management
  download in EnglishCountry Risk Management
- Challenging Operating Environments (COEs)
  download in EnglishChallenging Operating Environments (COEs)
- Additional Safeguards Policy
  download in EnglishAdditional Safeguards Policy
- Blended Finance and Joint Investments
  download in EnglishBlended Finance and Joint Investments
- Country Coordinating Mechanism Funding Policy
  download in EnglishCountry Coordinating Mechanism Funding Policy
- Strategic Initiatives Design, Approval, Implementation and Closure
  download in EnglishStrategic Initiatives Design, Approval, Implementation and Closure

Operational Procedures

Funding Requests and Grant-making
- Design and Review of Funding Requests (2023-2025 Allocation Cycle)
  download in EnglishDesign and Review of Funding Requests (2023-2025 Allocation Cycle)
- Make, Approve and Sign Grants (2023-2025 Allocation Cycle)
  download in EnglishMake, Approve and Sign Grants (2023-2025 Allocation Cycle)

Grant Implementation
- Oversee Implementation and Monitor Performance
  download in EnglishOversee Implementation and Monitor Performance
- Annual Funding Decisions and Disbursements
  download in EnglishAnnual Funding Decisions and Disbursements
- Revise Grants
  download in EnglishRevise Grants
- Pooled Procurement Mechanism
  download in EnglishPooled Procurement Mechanism
- Portfolio Optimization
  download in EnglishPortfolio Optimization

Grant Closure
- Reconcile Implementation Periods and Close Grants (for 2014-2016 allocation period and thereafter)
  download in EnglishReconcile Implementation Periods and Close Grants (for 2014-2016 allocation period and thereafter)

Throughout the Cycle
- Grant Entity Data
  download in EnglishGrant Entity Data
- Country Risk Management
  download in EnglishCountry Risk Management

Guidelines

Guidelines
- Guidelines for Annual Audit of Global Fund Grants
  download in EnglishGuidelines for Annual Audit of Global Fund Grants EspañolDirectrices para las auditorías anuales de subvenciones del Fondo Mundial FrançaisDirectives sur les audits annuels des subventions du Fonds mondial
- Guidelines for Fixed Assets Management
  download in EnglishGuidelines for Fixed Assets Management EspañolDirectrices para la Gestión de Activos Fijos FrançaisDirectives concernant la gestion des actifs immobilisés PortuguêsDiretrizes para Gestão de Ativos Fixos
- Guidelines for Grant Budgeting
  download in EnglishGuidelines for Grant Budgeting EspañolDirectrices para la preparación de presupuestos de subvenciones FrançaisDirectives pour l’établissement des budgets des subventions
- Guidelines on the Emergency Fund Special Initiative
  download in EnglishGuidelines on the Emergency Fund Special Initiative EspañolDirectrices sobre la Iniciativa Estratégica del Fondo de Emergencia FrançaisDirectives sur l’initiative stratégique du Fonds d’urgence