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GLOBAL FUND’S NEW FUNDING CYCLE APPLICATION MATERIALS
GFO Issue 419

GLOBAL FUND’S NEW FUNDING CYCLE APPLICATION MATERIALS

Author:

Aidspan

Article Type:
News

Article Number: 5

What’s different and what’s new

ABSTRACT As the Global Fund launches its new funding cycle for the 2023-2025 allocation period, we provide you with an overview of the timeline and materials, including what’s different from the previous funding round. As usual, there is some new terminology to get used to: after all, it wouldn’t be the Global Fund without yet more jargon! Now the Replenishment Conference has been held, with $14.25 billion of the desired $18 billion already pledged, countries can soon expect to receive their Allocation Letters in preparation for the new funding round.

Now that the Global Fund’s Seventh Replenishment has taken place with so far $14.2 billion raised out of the $18 billion estimated as needed by the Investment Case, the Global Fund will be able to determine the funding envelope for each eligible country and will issue countries with their Allocation Letters in December 2022.

In April this year, we described the results of the extensive consultants with thousands of internal and external stakeholders, including focus group discussions, interviews with Global Fund Country Teams, the Technical Review Panel (TRP) and the Technical Evaluation Reference Group (TERG) as well as the Prospective Country Evaluations (A first look at NFM4 application materials), all of which were used as the basis for funding request (FR) application material refinement and revision. However, while we were able to tell you about the lessons learnt, recommendations and the timeline for the two sets of materials, we did not yet know what changes there would be from the previous NFM3 funding cycle application materials.

At the time of writing, most of the materials have now been developed and are available (some will come later this year). This article looks at the timing of the new funding cycle’s processes and highlights what potential applicants need to know regarding changes and additions. It also notes some contradictions which will have to be ironed out at a later date.

The timeline

In July, following widespread discussion, the Global Fund launched the package of materials to support the 2023-2025 funding cycle. Application materials are aligned with the new 2023-2028 Global Fund Strategy. The timing for the new funding cycle is displayed in Figure 1 and remains the same as that shared with you earlier this year..

Figure 1. 2023-2025 Funding Cycle Timeline

Additional resources, including key annexes, information notes, the Modular Framework Handbook and frequently asked questions are also available to support FR development. Additional guidance materials, such as the Applicant Handbook and a range of technical briefs will be published in the coming months.

All application materials are and will be available in the aforementioned new section on the Global Fund website, consolidating important information and making it easier to find the right resources and understand how the funding cycle works. On the Global Fund website, you can find the following materials:

Table 1. Applicant and partner resources

Already Available

October-December 2022

Early 2023

  • FR Forms, Annexes, Instructions
  • Modular Framework Handbook
  • Guidance on Country Coordinating Mechanism (CCM) Eligibility Requirements 1 & 2
  • Frequently Asked Questions
  • Core Information Notes (HIV, TB, Malaria, RSSH)
  • Technical Briefs & Guidance Notes:
  1. Sustainability & Transition for TB/HIV
  2. Procurement & Supply Chain Management
  • 2020-2022 TRP Observations Report
  • Applicant Handbook
  • Frequently Asked Questions (Updated)
  • 15 additional Technical Briefs & Guidance Notes covering Community, Human Rights, Gender, Sustainability, and more
  • Funding Request Example

 

  • Funding Request Tracker
  • Matching Funds Tracker
  • Country Information Tool (key information on allocations, grants, and FR development into one accessible place)

 

To support applicants and partners, a series of webinars will take place on new materials and expectations for the next Global Fund funding cycle. The draft schedule is below.

Table 2. Schedule of Global Fund new cycle application webinars

Session Date
Applying for funding 2023-2025Detailed Overview (for those who have not worked with the Global Fund before 22 September 2022
Applying for funding 2023-2025What Has Changed (for those who ae experienced with the Global Fund) 23 September 2022
Country Dialogue Expectations, including Program Split 5 October 2022
High Impact and Core Portfolios: Applying with Full Review and Program Continuation Application Approaches 25 October 2022
Focused Portfolios: Applying with the Tailored for Focused and Transition Application Approaches* 2 November 2022
Applying with Tailored for National Strategic Plan Application Approach* 9 November 2022
Program Essentials and Updates to Information Notes 23 November 2022
Sustainability, Transition and Co-Financing, Innovative Payments and Payments for Results 30 November 2022
Allocations: Overall outcome 7 December 2022
Matching Funds 13 December 2022
*These sessions will provide an overview of funding request forms, instructions and annexes, introducing community priorities, country dialogue narrative, RSSH gaps and priorities, and Gender Equality Marker Assessment

 

You can register for specific webinars here and we highly recommend that anyone who will be involved in developing a funding request, take advantage of these sessions. eLearnings covering many of these topics are also in development and will be shared on iLearn, on the Global Fund website.

Applying for funding

You’ll be familiar with the diagram in Figure 2 from the previous funding cycle, NFM3. There has been no change to key process points.

Figure 2. Global Fund funding cycle process points

 

Key changes for 2023-2025 cycle

All templates will be adjusted to ensure alignment with the new Strategy. All templates will also be optimized to ensure questions are clear and to reduce duplication in responses. There are three new mandatory annexes:

  • Resilient and Sustainable Systems for Health (RSSH) Gaps &Priorities;
  • Funding Priorities from Civil Society  and Communities;
  • Country Dialogue and Narrative.

The five application approaches are shown in Figure 3. Applicants will receive an Allocation Letter indicating an allocation amount and which application approach should be completed.

Figure 3. 2023-2025 application approaches

The Full Review is the standard approach for countries categorized as High Impact or Core portfolios unless they have been invited to apply using the Tailored for National Strategic Plans or Program Continuation approaches.

The Program Continuation is the standard approach for enabling the continued implementation of Global Fund-supported grants for the next funding cycle under a similar strategic approach and programmatic interventions as the current grants. The purpose of this FR is for applicants to provide the justification for the continuation of these grants.

The Tailored for Focused Portfolios application is the standard approach for countries categorized as Focused Portfolios. This is also the standard approach for country components receiving transition funding or using a transition workplan as the basis for the FR.

The Tailored for Transition FR is for countries that are:

  • Receiving transition funding or have previously received transition funding;
  • Projected to move to high income status; or
  • Identified for the Tailored for Transition approach for contextual reasons.

 

The development of this FR should build on previous efforts to assess transition readiness and develop and implement transition workplans, as indicated in the instructions and the FR Form.

National Strategic Plans (NSPs) are national documents that follow country priorities and cycles. The Global Fund has designed the Tailored for NSPs application approach to enable applicants to draft a less detailed narrative responses within their FR and refer as much as possible to the country’s NSP and other national documents. This is particularly suitable for: (i) a country whose NSP duration overlaps with the grant duration, and (ii) if the NSP content includes most of the elements useful for the FR. If, at the time of applying, the Country Coordinating Mechanism (CCM), in consultation with the Fund Portfolio Manager (FPM), considers that this application is not suitable (for example, if the NSP is not ready), they can revert to a different application approach (Full Review for countries categorized as High Impact and Core, or Tailored for Focused Portfolios for countries categorized as Focused).

Content areas in Funding Requests

The FR template does look quite different to the one we are used to working with in the previous cycle, NFM3. As Figure 4 shows, the template is in three sections: the Rationale, then Maximizing Impact, and it ends with Implementation. Cross-cutting areas running throughout the Funding Request cover Human Rights & Gender, Value for Money, and Opportunities for Integration.

Figure 4. Content sections in Funding Requests