Global Fund M&E System Requirements and Budgeting
The Global Fund requires a functional routine reporting system with reasonable coverage to be in place to report programme performance accurately and in a timely manner. The relevant HIV, TB, malaria and RSSH indicators should be aligned with international definitions and should be coded in the HMIS. The M&E system also needs to have a data-assurance mechanism in place to regularly verify data.
Sufficient grant funds should be dedicated to strengthening M&E systems in the country. The Global Fund recommends that grants allocate 5–10 percent to M&E, which includes strengthening national data collection and reporting systems (including routine HMIS, analytical capacity and reviews, population-based and risk group surveys, and birth and death statistics).
The M&E activities must be included in the funding request under the module ‘RSSH – Monitoring and Evaluation Systems’. All M&E activities should be included under this module, whether disease-specific or cross-cutting. All M&E-related activities under this module will be considered as HSS, irrespective of the disease grant for which this module is included. Only those supervision-related activities that are specifically for data collection, reporting and/or data validation should be included under this module. Costs related to the supervision of other programme aspects should be included under the module ‘RSSH/PP: Human Resources for Health (HRH) and Quality of Care’. For more guidance on M&E budgeting, see the Global Fund Modular Framework Handbook – RSSH module.
The RSSH – Monitoring and Evaluation Systems module has 9 standard intervention packages that covers the whole universe of activities to strengthen Health Information Systems and M&E. The table below provides an overview of the M&E module of the Global Fund’s Modular Framework (May 2023). Specific examples and detailed guidance can be found in the Modular Framework.
Overview of intervention packages in the modules RSSH-Monitoring & Evaluation Systems
| Module | Intervention package | Description |
| RSSH – Monitoring and Evaluation Systems. | Routine reporting | Activities related to establishment, expansion, maintenance, strengthening of national programmatic data systems, such as health management information systems (HMIS), both disease specific and/or cross-cutting. This includes aggregate and/or patient level reporting, any level (national, sub-national) and providers (public, private, community), for either paper based or digital reporting systems (such as DHIS2 or j other software). Note: disease-specific routine reporting activities should be planned as integrated and/or interoperable parts of the national routine health information system. |
| Surveillance for HIV, tuberculosis and malaria | Activities related to setting up and operationalization of systems for continuous and systematic collection, analysis, interpretation and the use of disease-specific or behavioural data for public health response for HIV, TB and malaria. | |
| Pandemic preparedness: Surveillance for priority epidemic-prone diseases and events | Activities related to supporting the development and implementation of a national public health disease surveillance systems based on IHR requirements with emphasis on early warning surveillance, event verification and investigation and analysis and information sharing. | |
| Surveys | Activities related to assessment of morbidity, mortality, service coverage and bio-behavioural surveys/studies in general populations or identified populations at risk. Note: This intervention package also includes national and targeted health facility assessments (HFA) with a quality of services component and other assessments of program quality including cost efficiency analyses | |
| Data Quality | Activities related to monitoring and improving data quality. It includes data generated through routine systems (facility, community and private health sector), surveys and assessments. Note: Training and supportive supervision specific to data collection, data quality assurance, reporting and implementation of data quality improvement plans should also be included under this intervention package. | |
| Analyses, evaluations, reviews and data use | Activities related to analysis, visualization, interpretation and use of available data at national and sub-national level, collected through various sources, such as routine reporting, surveys, special studies, evaluations, reviews and others. Note: The intervention package also includes training and mentoring of national and subnational staff on data analysis and use, as well as annual, biannual and quarterly performance reviews at national and sub-national levels. | |
| Administrative data sources | Activities related to establishment, expansion, maintenance or strengthening, including digitalization, of national administrative and service availability data sources, systems and registries, whether disease specific and/or crosscutting. | |
| Civil registration and vital statistics | Activities related to establishing/strengthening and scale-up of vital registration information system. | |
| Operational research | Operational research studies for HIV, TB, malaria and RSSH programs. |
Practice PointerResources
Global Fund Information Note on Resilient and Sustainable Systems for Health (RSSH) – Annex 4 Download
Functional Area: Monitoring and Evaluation Project Stage: Grant Making and Signing; Grant Implementation; Reporting Author: The Global Fund Language: English Type: Policies, Procedures and guidance Topic: (RSSH), Resilient and Sustainable Systems for Health, Global Fund M&E System Requirements and Budgeting Resource File Format: PDF Resource Accessibility: Publicly accessible
Functional Area: Monitoring and Evaluation Project Stage: Grant Making and Signing; Grant Implementation; Reporting Author: The Global Fund Language: English Type: Policies, Procedures and guidance Topic: Global Fund M&E System Requirements and Budgeting Resource File Format: PDF Resource Accessibility: Publicly accessible