PEPFAR's annual planning process is done either at the country (COP) or regional level (ROP).
PEPFAR's programs are implemented through implementing partners who apply for funding based on PEPFAR's published Requests for Applications.
Since 2010, PEPFAR COPs have grouped implementing partners according to an organizational type. We have retroactively applied these classifications to earlier years in the database as well.
Also called "Strategic Areas", these are general areas of HIV programming. Each program area has several corresponding budget codes.
Specific areas of HIV programming. Budget Codes are the lowest level of spending data available.
Expenditure Program Areas track general areas of PEPFAR expenditure.
Expenditure Sub-Program Areas track more specific PEPFAR expenditures.
Object classes provide highly specific ways that implementing partners are spending PEPFAR funds on programming.
Cross-cutting attributions are areas of PEPFAR programming that contribute across several program areas. They contain limited indicative information related to aspects such as human resources, health infrastructure, or key populations programming. However, they represent only a small proportion of the total funds that PEPFAR allocates through the COP process. Additionally, they have changed significantly over the years. As such, analysis and interpretation of these data should be approached carefully. Learn more
Beneficiary Expenditure data identify how PEPFAR programming is targeted at reaching different populations.
Sub-Beneficiary Expenditure data highlight more specific populations targeted for HIV prevention and treatment interventions.
PEPFAR sets targets using the Monitoring, Evaluation, and Reporting (MER) System - documentation for which can be found on PEPFAR's website at https://www.pepfar.gov/reports/guidance/. As with most data on this website, the targets here have been extracted from the COP documents. Targets are for the fiscal year following each COP year, such that selecting 2016 will access targets for FY2017. This feature is currently experimental and should be used for exploratory purposes only at present.
Years of mechanism: 2007 2008 2009
SUMMARY:
Pact's Rapid Response for HIV and AIDS in South Africa is an umbrella grant mechanism for USAID
PEPFAR grants identified through a USG interagency competitive (APS) process. Pact's primary goal is to
build sustainable institutional capacity and increase the effectiveness of local partners to achieve expanded
and quality services. Pact conducts initial assessments (identifying key organizational strengths and
weaknesses) and works with each partner to develop and implement a tailored, phased capacity building
agenda.
BACKGROUND:
Since FY 2004, Pact has facilitated the efficient flow of grant funds during the rapid scale-up of the PEPFAR
South Africa program. Pact provides PEPFAR funding and assistance to over 30 total PEPFAR partners
and sub partners in South Africa playing valuable roles in the fight against HIV and AIDS. Primary target
organizations include non-governmental, private voluntary and faith-based organizations. Pact's major
emphasis is the enhancement of local organizational capacity building through the development and
implementation of documented organizational systems and procedures and human capacity development at
management and operational levels. Prevention activities have to date resulted in Pact partners reaching
over 200,000 people with Abstinence and Being Faithful (AB)-focused messages. Grants to prevention
partners support the delivery of AB programs in a variety of settings including schools, churches and
through household visits. Services are delivered in accordance with the President's Emergency Plan for
AIDS Relief (PEPFAR) policy guidelines and in line with the South African Government's Department of
Health strategy. Approaches include capacitating community volunteers to conduct age-appropriate youth
activities, working with religious leaders to reach congregations with values-based prevention for men and
women, conducting participatory personal risk assessments and promoting Counseling and Testing (CT)
and use of other preventive services.
ACTIVITY 1 - Grant Management
Pact conducts a participatory assessment of each partner organization and collaboratively develops an
organizational capacity building strategy that details planned interventions. These assessment results also
inform Pact of what type of assistance must be provided urgently in order to ensure that the organizations
comply with USAID rules and regulations. Prior to the signing of grant agreements, Pact provides extensive
assistance to organizations in developing comprehensive program design documents that accurately reflect
planned activities and clearly articulate defined goals and objectives. Further assistance is provided in
costing program activities and developing a detailed budget that is consistent with program objectives. Pact
assists partners in developing realistic cost share levels and emphasizes the sustainability aspect of this
requirement. After the signing of the agreement, Pact works with each partner in developing a very detailed
annual work plan that includes specific activities to be implemented, timelines, budgeted amounts, target
beneficiaries and projected reach. The ability to clearly articulate program goals and activities and develop
realistic budgets greatly enhances the ability of partner organizations to diversify their funding base and
ensure sustainability.
ACTIVITY 2 - Human Capacity and NGO Development
Pact has developed a customized training series to orient new partners and their sub partners. The training
series includes basic and advanced grants and sub grant management which addresses USAID rules and
regulations, good governance and minimum financial management standards. Monitoring and evaluation
courses cover basic principles of monitoring and evaluation and PEPFAR data requirements as well as
internal data quality assurance. Refresher courses are also offered throughout program implementation.
Pact ensures that ongoing, intensive on-site training and mentoring is provided to partners and sub
partners. On a quarterly basis, Pact assesses the level and type of assistance required by each
organization and develops a site visit plan that ensures that the necessary support is delivered to each
partner and sub partner. Pact organizes and supports technical consultation meetings for the sharing of
best practices and lessons learned among PEPFAR and non-PEPFAR partners. As required, technical
assistance from select regional and international providers is sourced to assist partners in improving their
technical capacity.
ACTIVITY 3 - Monitoring and Evaluation (M&E)
Pact SA assists each grantee in developing a results framework that tracks success against both PEPFAR
program and organizational indicators. Pact further assists partners and sub partners in the development of
monitoring, evaluation and reporting (MER) plans and systems. Participation in a five day M&E training is
mandatory for all partners prior to full implementation. Pact provides additional M&E assistance to all
partners in the following areas: review and development of effective data collection, analysis and reporting
tools; setting realistic and achievable targets; establishing and strengthening data quality management
systems, conducting internal data quality audits and verifying and validating partner and sub partner data
submissions
ACTIVITY 4 - Program and Financial Monitoring
Pact recognizes the importance of monitoring partner and sub partner program progress and early
identification and resolution of implementation issues. Pact has frequent and regular contact with partners
and if technical/programmatic gaps or problems are identified, ensures that issues are promptly addressed
and resolved. In addition to monitoring program progress, Pact closely monitors partner financial
management and ensures that grants funds are utilized only for activities approved by USAID under
PEPFAR funding. All partners submit monthly financial reports that that detail and document expenditures.
Once Pact has ascertained that the partner has implemented and/or strengthened financial management
systems which fully comply with USAID regulations, the documentation requirement is removed and only
the monthly reporting requirement remains in effect. Pact finance staff visit partners every quarter to audit
program expenses and accompanying documentation, compliance with USAID rules (including branding
requirements) and cost share.
ACTIVITY 5 - Technical Assistance
Activity Narrative:
Pact will provide and manage direct technical assistance in prevention, care and support strategies for all
sub-grantees. Pact technical staff will conduct assessments and provide consultation and training on the
development and implementation of programs and services (in line with best practice models, donor and
SAG recommended methodologies and standards). In addition, sub-grantees will be supported with
guidance and ongoing assistance on the design and delivery of partner HIV and AIDS curricula, training
modules and publications. Pact will also work closely with partners to ensure the effective incorporation and
strengthening of nutrition and food security, protection services, gender mainstreaming, and human
capacity development in existing programs.
Pact has contributed to the 2-7-10 PEPFAR goals through support to five indigenous and international
FBOs providing prevention services to communities in all nine provinces.
and quality services in the spectrum of palliative care. Primary targets include non-governmental
organizations (NGOs), private voluntary organizations (PVOs), and faith-based organizations (FBOs). Pact's
major emphasis is the enhancement of local subpartner capacity through the development and
management and operational levels.
Since 2004, Pact has facilitated the efficient flow of grant funds during the rapid scale-up of the PEPFAR
and sub-partners in South Africa playing valuable roles in the fight against HIV and AIDS.
Pact has contributed to the 2-7-10 PEPFAR goals through support to 8 partners providing palliative care to
over 80,000 individuals infected and affected by HIV and AIDS. These partners equip government clinics
and hospitals with the human resources including doctors, nurses, pharmacists and counselors. They offer
specialized training and infrastructure renovation required to more effectively serve their communities. In
addition, these partners work closely with new and established hospices to develop, improve, and evaluate
current services to ensure hospice accreditation in accordance with national and global standards of
palliative care.
Palliative care services extend beyond patient facilities and include the support of grassroots initiatives for
home-based care, prevention, and positive living activities. Partners engage private doctors, traditional
healers, church groups, and people living With HIV (PLHIV) support groups to extend and enhance the
networks for entry point and follow-up care. During their partnership with PEPFAR, these providers will
increase their reach two to three-fold. This scale-up will require strong financial, monitoring & evaluation,
and management systems to both accommodate the growth in reach and maximize sustainability. In FY
2008, Pact will continue to provide capacity building support through training and mentoring necessary to
further develop and strengthen partner organizations. Pact will also facilitate the sharing of these systems
between emerging and well-established partners and reinforce the use of data and reporting for strategic
decision making.
comply with USAID rules and regulations.
Prior to the signing of grant agreements, Pact provides extensive assistance to organizations in developing
comprehensive program design documents that accurately reflect planned activities and clearly articulate
defined goals and objectives. Further assistance is provided in costing program activities and developing a
detailed budget that is consistent with program objectives. Pact assists partners in developing realistic cost
share levels and emphasizes the sustainability aspect of this requirement. After the signing of the
agreement, Pact works with each partner in developing a very detailed annual work plan that includes
specific activities to be implemented, timelines, budgeted amounts, target beneficiaries and projected reach.
The ability to clearly articulate program goals and activities and develop realistic budgets greatly enhances
the ability of partner organizations to diversify their funding base and ensure sustainability. Consistency with
National Guidelines is emphasized.
Pact has developed a customized training series to orient new partners and their sub-partners. The
training series includes basic and advanced grants and sub-grant management which addresses USAID
rules and regulations, good governance and minimum financial management standards. Monitoring and
evaluation courses cover basic principles of monitoring and evaluation and PEPFAR data requirements as
well as internal data quality assurance. Refresher courses are also offered throughout program
implementation. Pact also ensures that ongoing, intensive on-site training and mentoring is provided to
partners and sub-partners. On a quarterly basis, Pact assesses the level and type of assistance required by
each organization and develops a site visit plan that ensures that the necessary support is delivered to each
partner and subpartner. Pact organizes and supports technical consultation meetings for the sharing of best
practices and lessons learned among PEPFAR and non-PEPFAR partners. As required, technical
Pact assists each grantee in developing a results framework that tracks success against both PEPFAR
program and organizational indicators. Pact further assists partners and sub-partners in the development of
systems, conducting internal data quality audits and verifying and validating partner and sub-partner data
Pact recognizes the importance of monitoring partner and subpartner program progress and early
Activity Narrative: and if technical/programmatic gaps or problems are identified, ensures that issues are promptly addressed
and resolved.
In addition to monitoring program progress, Pact closely monitors partner financial management and
ensures that grants funds are utilized only for activities approved by USAID under PEPFAR funding. All
partners submit monthly financial reports that that detail and document expenditures. Once Pact has
ascertained that the partner has implemented and/or strengthened financial management systems which
fully comply with USAID regulations, the documentation requirement is removed and only the monthly
reporting requirement remains in effect. Pact finance staff visit partners every quarter to audit program
expenses and accompanying documentation, compliance with USAID rules (including branding
Pact's Rapid Response for HIV/AIDS in South Africa is an umbrella grant mechanism for USAID PEPFAR
grants identified through a USG interagency competitive process. Pact's primary goal is to build sustainable
institutional capacity and increase the effectiveness of local partners to achieve expanded and quality
services. Primary target populations include Non-Governmental Organizations (NGOs), Private Voluntary
Organizations (PVOs), and Faith-Based Organizations (FBOs). Pact's major emphasis is the enhancement
of local sub-partner capacity through the development and implementation of documented organizational
systems and procedures and human capacity development at management and operational levels.
and sub partners in South Africa playing valuable roles in the fight against HIV and AIDS.
Grants to OVC partners support best practices for OVC care using a variety of models of service delivery
and working in coordination with the South African Government. During their partnership with PEPFAR,
Pact OVC partners will significantly increase their reach. Scale up will require strong financial, monitoring &
evaluation (M&E), and management systems to accommodate growth and maximize sustainability. Pact
conducts technical assessments of OVC partners and sources the assistance required to address any gaps
in service delivery. In FY 2008, Pact will continue to provide capacity building support to all OVC partners.
Pact will also facilitate the sharing of established systems between emerging and well-established partners
to further support enhanced and expanded networks of care.
Pact has contributed to the 2-7-10 PEFPAR goals through support to 11 PEPFAR partners providing care
and support services to over 60,000 OVC in South Africa. Active in all nine provinces, these partners
identify and train caregivers, establish community care centers and provide psychosocial and educational
support. Ongoing efforts to secure identification documents, social grants, increased access to education
and protection from abuse and exploitation have resulted in improved livelihoods for vulnerable children.
FY 2008 additional funds awarded to DSD under the PEPFAR sub-contract line item USAID/SA proposes
to expand its collaboration and partnering with the South Africa DSD in to promote the well-being of OVC in
South Africa.
ACTIVITY 1: Grant Management
the ability of partner organizations to diversify their funding base and ensure sustainability.
ACTIVITY 2: Human Capacity and NGO Development
Pact also ensures that ongoing, intensive on- site training and mentoring is provided to partners and sub
ACTIVITY 3: Monitoring and Evaluation (M&E)
submissions.
ACTIVITY 4: Program and Financial Monitoring
ACTIVITY 5: Technical Assistance
FY 2008 REPROGRAMMING:
ACTIVITIES AND EXPECTED RESULTS:
PACT will provide the following support to the DSD:
Exploration of opportunities for co-funding programs and assessing current co-funded programs to lessons
learned and identify scalable best practices. Continuation of technical, training and consultative support in
the areas of M&E of programs in support of the DSD Strategic Plan for OVC and Child Protection. Providing
TA on gender issues as they affect OVC programs. Assist with assuring that appropriate information is
available for OVC policy makers (e.g. studies, assessments, research). Providing support for forums,
sharing and skills development workshops, etc. in an effort to obtain broad based participation, input and
feedback for identifying the most effective action steps and interventions. Continuation of efforts to develop
an OVC Quality Improvement Program for OVC service in South Africa. Develop a focused bereavement
counseling activity for specific groups. Custom designed bereavement counseling will be developed and
grief workshop developed to strengthen the capacity of OVC, their family and caregivers so that effective
grief work will cascade down to the younger children receiving care. The focus will be on OVC caregivers at
all levels.
These activities are inherently aligned to several South African policy frameworks, including the National
Department of Social Development Strategic Plan 2005/2005-2009/10, the HIV&AIDS and STI National
Strategic Plan 2007-2011 (NSP), the National Action Plan for OVC and Other Children Made Vulnerable by
HIV and AIDS (NAPOVC), the National Guidelines for Social Services to Children Infected and Affected by
HIV/AIDS, and is rooted in conducting all activities in line with the new Children's Act (CA). The proposed
activities also support government's efforts to develop policies, strategies and programs on integrating
services for orphan and vulnerable children.
Currently, the USG PEPFAR Task Force supports institutional capacity building of indigenous organizations
that implement PEPFAR programs through four competitively selected Umbrella Grants Mechanisms: Pact,
the Academy for Educational Development (AED), Family Health International (FHI) and Right to Care
(RTC). The main purposes of these new umbrella organizations are to (1) facilitate further scale-up of HIV
treatment services; and (2) to develop indigenous capability, thus creating a more sustainable program. The
major emphasis area is local organizational capacity development. Primary target populations are
indigenous organizations, including non-governmental organizations (NGOs), faith-based organizations
(FBOs), and community-based organizations (CBOs).
As an Umbrella Grants Management (UGM) partner, Pact supports institutional capacity building, technical
assistance and grants administration for indigenous organizations that implement PEPFAR programs.
Pact's primary goal is to build sustainable institutional capacity and increase the effectiveness of local
partners to achieve expanded and high quality services. Primary target audiences include non-
governmental, faith-based, and private voluntary organizations, Pact's major emphasis is the enhancement
South Africa program. Pact provides PEPFAR funding and assistance to over 30 PEPFAR sub-partners in
South Africa, all playing valuable roles in the fight against HIV and AIDS.
The sub-partners procure USG and South African Government (SAG) approved antiretroviral drugs (ARVs)
through supply chain vendors and oversee their distribution to government treatment facilities and
accredited private providers. Partners also work closely with providers to develop drug tracking and
monitoring systems to facilitate correct and accurate patient uptake, treatment management, and referral.
Additional services in support of ARV drug distribution include lab testing, adherence support, patient
counseling, telemedicine and quality assurance monitoring. Partners also equip government clinics and
hospitals with the human resources including doctors, nurses, pharmacists, and counselors. In addition,
these programs provide specialized training addressing appropriate delivery of ART services and the
provision of holistic HIV care. Pact has contributed to the 2-7-10 PEFPAR goals through support to 2
partners providing ARV drugs to over 1,000 HIV-infected, uninsured individuals in treatment sites
throughout South Africa.
Partners work closely with and in the SAG provincial, municipal and district facilities to facilitate the
seamless transfer of patients in and out of public and private networks of care. As a result, their programs
continue to grow tremendously in both reach and complexity. This scale-up will require strong financial,
monitoring and evaluation, and management systems to accommodate the growth in reach and maximize
sustainability. With FY 2008 funding, Pact will continue to provide capacity-building support through training
and mentoring to further develop and strengthen partner organizations. Pact will also facilitate the sharing of
these systems between emerging and well-established partners and reinforce the use of data and reporting
for decision making.
inform Pact of what type of assistance is urgently to ensure that the organizations comply with USAID rules
and regulations (with emphasis on financial and procurement management).
Pact has developed a customized training series to orient new partners and their sub-partners. The training
series includes basic and advanced grants and sub-grant management which addresses USAID rules and
Pact also ensures that ongoing, intensive onsite training and mentoring is provided to sub-partners. On a
quarterly basis, Pact assesses the level and type of assistance required by each organization and develops
a site visit plan that ensures that the necessary support is delivered to each sub-partner. Pact organizes
and supports technical consultation meetings for the sharing of best practices and lessons learned among
PEPFAR and non-PEPFAR partners. As required, technical assistance from select regional and
international providers is sourced to assist partners in improving their technical capacity.
ACTIVITY 3: Monitoring and Evaluation
program and organizational indicators. Pact further assists sub-partners in the development of monitoring,
evaluation and reporting (MER) plans and systems. Participation in a five-day M&E training is mandatory for
all partners prior to full implementation. Pact provides additional M&E assistance to all partners in the
following areas: review and development of effective data collection, analysis and reporting tools; setting
Activity Narrative: realistic and achievable targets; establishing and strengthening data quality management systems,
conducting internal data quality audits and verifying and validating sub-partner data submissions.
Pact recognizes the importance of monitoring sub-partner program progress and early identification and
resolution of implementation issues. Pact has frequent and regular contact with sub-partners and if
technical/programmatic gaps or problems are identified, ensures that issues are promptly addressed and
resolved.
In addition to monitoring program progress, Pact closely monitors sub-partner financial management and
ensures that grants funds are utilized only for activities approved under PEPFAR funding. All partners
submit monthly financial reports that that detail and document expenditures. Pact finance staff visit partners
every quarter to audit program expenses and accompanying documentation, compliance with USAID rules
(including branding requirements) and cost share.
development and implementation of programs and services. In addition, sub-grantees will be supported
with guidance and ongoing assistance on the design and delivery of partner HIV and AIDS curricula,
training modules and publications. Pact will also work closely with partners to ensure the effective
incorporation and strengthening of nutrition and food security, protection services, gender mainstreaming,
and human capacity development in existing programs.
(RTC). The main purposes of these new umbrella organizations are to: (1) facilitate further scale-up of HIV
partners to achieve expanded and high quality services. Primary target include Non-Governmental
Organizations (NGOs), Private Voluntary Organizations (PVOs), and Faith-Based Organizations (FBOs).
Pact's major emphasis is the enhancement of local sub-partner capacity through the development and
South Africa playing valuable roles in the fight against HIV and AIDS.
The sub-partners procure USG and SAG approved ARVs through supply chain vendors and oversee their
distribution to government treatment facilities and accredited private providers. Partners also work closely
with providers to develop drug tracking and monitoring systems to facilitate correct and accurate patient
uptake, treatment management, and referral. Additional services in support of ARV drug distribution include
lab testing, adherence support, patient counseling, telemedicine and quality assurance monitoring.
Partners also equip government clinics and hospitals with the human resources including doctors, nurses,
pharmacists and counselors. In addition, these programs provide specialized training addressing
appropriate delivery of ART services and the provision of holistic HIV care. Pact has contributed to the 2-7-
10 PEFPAR goals through support to 2 partners providing ARV drugs to over 1,000 HIV positive, uninsured
individuals in treatment sites throughout South Africa.
sustainability. With FY 2008 funding, Pact will continue to provide capacity building support through training
and mentoring necessary to further develop and strengthen partner organizations. Pact will also facilitate
the sharing of these systems between emerging and well-established partners and reinforce the use of data
and reporting for decision making.
comply with USAID rules and regulations (with emphasis on financial and procurement management).
evaluation and reporting (MER) plans and systems. Participation in a five day M&E training is mandatory
for all partners prior to full implementation. Pact provides additional M&E assistance to all partners in the
realistic and achievable targets; establishing and strengthening data quality management systems,
