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: 2008 2009
This is a new activity in FY 2008.
SUMMARY:
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).
RTC will use PEPFAR funds to support one or more NGO treatment organizations through financial
oversight, project management, human capacity development, training, mentorship programs, program
development, strategic planning, and audit readiness. PEPFAR funds will support components of UGM
within RTC, but the predominant focus will be on the pass through of funds to sub-grantee implementation.
BACKGROUND:
RTC currently supports 12 NGOs, and under the new UGM, additional organizations will be supported with
FY 2008 funds. The following proposed activities are designed to support sub-grantee initiatives to
implement the goals of PEPFAR and the South African Government's Comprehensive Plan. Over the last
two years, RTC has developed an Umbrella Grants Management capacity while developing specific skill
sets, competencies and capacity to support additional PEPFAR-funded organizations that will provide ARV
services.
RTC will work with Sustainability Solutions Africa, a financial management company, to conduct pre-award
assessments, and training in financial management and USAID regulatory compliance. RTC and the
Clinical HIV Research Unit, an extension of the current RTC PEPFAR-funded program, will provide
technical assistance in medical issues.
There are four main areas of activity:
ACTIVITY 1: Program Planning
Needs assessment, and program and budget planning are conducted regularly with new partners. Site visits
take place alongside sub-grantee staff to evaluate capacity, human resources, facility planning, and
approaches to treatment and care systematically. This evaluation helps sub-grantees meet determined
targets and ensure quality of care. The experience of RTC clinicians and program staff is extended to sub-
grantees to help develop proper planning and forecasting, and to facilitate organizational and program
growth.
ACTIVITY 2: Finance
The RTC finance department has developed systems to assist with sub-grantees' compliance and capacity
development to manage PEPFAR funds effectively. Support given to sub-grantees will include a complete
range of financial management tools, such as pre-award audits, regular budget reviews, and close-out
procedures. RTC currently meets with sub-grantees annually to align financial planning with programmatic
planning.
Regular oversight and support is extended to all sub-grantees, and monthly financial reports are required
from sub-grantees. Periodic internal audits are conducted at the sites of all sub-grantees to establish the
quality of financial management and asset control, and alignment with USAID financial management
policies.
The RTC finance department has developed a state of the art financial software tool, which uses Business
Intelligent Tools, to monitor and track all sub-grantee transactions against budget projections for modeling
and cash flow. This integrated program will allow for responsible management of budgets at all sites.
ACTIVITY 3: Monitoring, Evaluation and Reporting
RTC's monitoring, evaluation & reporting (MER) system (standards, systems, procedures and tools) is
established, documented and regularly updated. The system is based on best practices and quality criteria
in the programmatic areas of ARV treatment, HIV care and support, HIV/TB, counseling and testing,
outreach and training.
All sub-grantees will be provided with the support, training and technical assistance necessary to meet
USAID reporting requirements effectively. This includes data quality assessments (DQAs).
ACTIVITY 4: Technical Support
The Clinical HIV Research Unit will provide additional technical assistance on treatment issues to new sub-
grantees. Clinicians employed by NGOs will also be able to participate in the mentorship program that will
include doctor training and regular rounds at the Helen Joseph Hospital.
RTC will train NGOs on established policies and procedures that meet the requirements of the South
African labor laws as well as the USAID regulations.
RCT has had extensive experience in working on a variety of infrastructure projects, and the organization
has developed collective expertise in proper clinic flow and effective interior space design in care and
treatment sites, as well as in TB clinics. RCT staff will be able to advise sub-grantees on any infrastructure
developments.
Activity Narrative: The training department within RTC has trained healthcare professionals at all levels within the various
clinics and care organizations. Training will continue with doctors, nurses, social workers and counselors, as
well as with traditional healers, community members, and non-health staff members. This training will
continue to support new sub-grantees in increasing their expertise and capacity.
RTC's relationship with the Department of Health will continue to grow, to ensure that the response is in line
with the strategic priorities for South Africa will ensure sustainability, and hopefully the program will be
transferred to the South African government on completion of PEPFAR.
RTC aims to capacitate organizations who currently have inadequate programs and management systems.
Training and support will be provided to all sub-grantees so that they will be able to manage their programs
independently by the end of the training period. RTC plans to provide financial reporting systems,
management standard operating procedures, human resources policies and procedures, clinical guidelines,
and monitoring evaluation systems that will ensure sustainability beyond RTC support.
