LFA Training Introduction to financial aspects

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LFA Training Introduction to financial aspects

• Geneva, Switzerland 16-18 December
• Program Finance

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Agenda

• Finance refresher
• Finance scope of work
• LFA Performance
• What do we like to see?
• What will we cover?

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Revisit - Performance-Based Funding
Performance-Based Funding
Programmatic Monitoring
Financial Monitoring
PBF is the key driver of our funding decisions
it is the CORE of our model
GP/290607/11
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REVISIT THE GLOBAL FUND GRANT PROCESS
APPLYING FOR FUNDING
ROUNDS-BASED CHANNEL
1.3 Proposal Screening
1.3 TRP Review
1.5 TRP Clarifications Process
1.4 Board Review
TRP Chair/Vice Chair Sign-off (final board
approval)
CALL FOR PROPOSALS 1.1 Planning for Funding
Windows
1.6 Appeals Process (if applicable)
Board Approval
Applications Submitted
Eligible Proposals Selected
TRP Recommendations
GRANT NEGOTIATION AND FIRST DISBURSEMENT
GRANT NEGOTIATIONS 2.1 PR Assessments 2.2
Review of Budget Workplan and Indicators 2.3
Negotiation (including conditions precedent) 2.4
First disbursement Preparation
CCM Confirmation of PR Nomination
LFA Selection and Contracting
PR Nomination Confirmed and LFA Contracted
Grant Signing
First Disbursement
PERFORMANCE-BASED FUNDING AND GRANT SUPPORT
PERFORMANCE-BASED FUNDING 3.1 Ongoing Reviews
and Disbursements
3.3 Phase 2 Grant Renewal Process
3.4 Grant Negotiations
PERFORMANCE-BASED FUNDING 3.1 Ongoing Reviews
and Disbursements
18 months since first disbursement
Phase 2 Go/No Go Decision
Updated Grant Agreement
End of Phase 2 Support
3.2 Grant Revisions
3.5 LFA Management
3.5 LFA Management
3.6 Grant Support
3.6 Grant Support
ROLLING CONTINUATION CHANNEL
RCC
PERFORMANCE-BASED FUNDING
4.1 18-month assessment period 4.2 4-month
review for RCC eligibility 4.3 9-11 month RCC
Process (proposal submission Grant Signing
RCC 1st Term (3 years)
RCC 2nd Term (3 years)
Mid-term Review
GRANT CLOSURE Continuity of Services
Grant Process Key Dates
Grant End (up to 11 years)
Board Approval
Grant Signing
Grant Start
Grant Renewal (2 years)
Phase 2 End (up to 5 years)
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LFA finance scope of work
Investigation of irregularities
Special budget review
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LFA Performance to date
Routine Work
2004
2008
1
2
3
4
5
6
7
8
9
10
PR Assessment
2008
2004
Disbursements
1
2
3
4
5
6
7
8
9
10
2004
2008
Phase 2 Assessment
1
2
3
4
5
6
7
8
9
10
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LFA Performance to date contd
Non Routine Work
1
2
3
4
5
6
7
8
9
10
Investigations
Special Budget Reviews
1
2
3
4
5
6
7
8
9
10
Grant Closure Assessments
1
2
3
4
5
6
7
8
9
10
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What do we like to see?
Demonstration of Independence
Clear and concise style
Go the extra mile
Well justified robust conclusions
Actionable recommendations
Quality Analysis
Answer the obvious questions
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How does this help?
Avoids pingpong!
Reduces secretariat time and cost!
We all sleep at night
Provides well supported credible
investment decisions
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Time for some examples
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Quality analysis
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Quality analysis
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Answer the obvious questions
80-90 of LFAs
50-60 of LFAs
5-10 of LFAs
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Actionable recommendations
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Well justified, robust conclusions
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Demonstration of independence
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Going the extra mile
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Questions