SUMMARY:

USAID/South Africa (SA) supports institutional capacity building of indigenous organizations that implement

PEPFAR programs, including abstinence and fidelity focused prevention programs, through three

competitively-selected Umbrella Grants Mechanism (UGM) partners: Pact, the Academy for Educational

Development (AED) and Family Health International (FHI).The main purposes of these UGM projects are to:

(1) facilitate further scale-up of HIV and AIDS prevention services through local and international

implementing partners in the short-term; and (2) 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). The current UGM with FHI will support

five sub-partners who have transitioned over from Pact and five new sub-partners. The activity described

below refers only to the USAID/SA UGM project managed by FHI.

BACKGROUND:

Currently, USAID/ SA's Health and HIV and AIDS strategy responds to the overwhelming challenges posed

by the HIV and AIDS epidemic on individuals, families, communities and society in South Africa. Through

this UGM, FHI is responsible for managing sub-grants to ten of USAID's partners (all of whom submit their

own COPs directly to USAID). As USAID's prime partner and the managing umbrella organization, FHI will

not directly implement program activities, but rather act as a grants management partner to manage and

mentor its ten sub-recipients who, in turn, will carry out the assistance programs. Thus, FHI functions

primarily as a sub-grant making entity and a relatively small percentage of overall funds are used for

administrative purposes. Given that grant recipients require significant technical assistance and

management support, FHI will devote a reasonable percentage of overall funding to providing this support.

USAID closely collaborates and coordinates with the South African Government (SAG) in supporting

PEPFAR partners through the umbrella grant mechanism. Although some of the partners work closely with

various SAG Departments at national and/or local (i.e. provincial and district) levels, the umbrella grant's

primary interface with the SAG is through the Senior Management Team (SMT), which includes key staff

from USAID, the National Departments of Health and Social Development (NDOH, DOSD), and

representatives from the provincial departments.

Under this UGM with FHI, USAID is supporting four indigenous and international FBOs and NGOs providing

abstinence and be faithful-focused (AB) prevention services to communities in the provinces. These are:

GoLD Peer Education Agency; Humana People to People; LifeLine; and Mpilonhle. Grants to prevention

partners support the delivery of AB programs in a variety of settings including schools, churches, and

outreach to communities. Services are delivered in accordance with the PEPFAR ABC guidance.

Approaches include capacitating community volunteers to conduct age-appropriate youth activities, working

with religious leaders to reach congregations with value-based prevention for men and women, conducting

participatory personal risk assessments, and promoting VCT and use of other HIV services.

ACTIVITIES AND EXPECTED RESULTS:

In the FY 2008, USAID will continue to support AB prevention activities through this UGM with FHI. Funds

budgeted under this narrative will support costs for administering and managing these AB prevention sub-

partners of FHI. The subpartners conducting Prevention activities are: GoLD Peer Education Agency;

Humana People to People; LifeLine; and Mpilonhle. Separate COP entries describe the prevention activities

implemented by each sub-partner under FHI. Institutional capacity building of indigenous organizations is a

key feature of the umbrella grant mechanism and an important strategy for achieving prevention, care, and

treatment goals of PEPFAR to ensure long-term sustainability of programs and organizations.

ACTIVITY 1: Grant Management

Through this UGM, FHI will award and administer grants to partners selected through the PEPFAR APS

competitive process to implement HIV and AIDS AB prevention activities. This involves an array of related

activities including award and administration of grants, monitoring of grant progress, meeting reporting

requirements, and grant closeout. FHI will continue to monitor prevention program implementation and

adherence to financial regulations, both within FHI itself and by its sub-partners (e.g., USAID's partners).

This involves provision of extensive technical assistance to partners on project development and

implementation, financial management, and reporting. All these functions provide key support to

organizations so they better implement AB activities.

ACTIVITY 2: Capacity Building

This umbrella mechanism will support institutional and technical capacity building of indigenous

organizations, a key strategy for PEPFAR prevention goal, thus promoting more sustainable programs and

organizations. (Capacity building activities are defined as activities that strengthen the skills of indigenous

organizations to implement HIV and AIDS programs efficiently, with diminishing reliance on external

technical assistance and support). FHI will support activities to improve the financial management, program

management, quality assurance, strategic information and reporting (including monitoring and evaluation),

and leadership and coordination of its sub-partner organizations implementing prevention activities. FHI will

also provide technical assistance to the USAID partners, as needed, to improve the technical approaches

used for AB prevention activities and to enable quality assurance/quality improvement (QA/QI) of activities

falling within this technical area. All these functions provide key support to organizations so they better

implement AB activities.

ACTIVITY 3: Monitoring and Evaluation (M&E) and Reporting

The UGM will ensure that support is provided to USAID's prevention partners in M&E, in order to strengthen

measurement of the implementation and impact of program activities, an eventual achievement of PEPFAR

goals. FY 2007 featured an initial intensive training workshop with the partners to address data collection,

data analysis, and data use and to develop their annual M&E Plans and data collection tools. Training and

technical assistance will continue to be systematically provided to all of FHI's sub-partners under the UGM

Activity Narrative: during FY 2008, as well. M&E support of prevention partners will include revision/updates to data collection

tools, as needed; measurement of program progress; provision of feedback for accountability and quality;

and implementation of information management systems. In addition, the UGM will provide supportive

supervision including guidance, monitoring, mentoring and oversight through site visits, virtual and direct

technical assistance, and QA/QI initiatives. All these functions provide key support to organizations so they

better implement AB activities.

The FHI UGM will contribute to the PEPFAR goals of providing treatment to two million HIV-infected people;

prevent seven million HIV infections; and provide care to ten million people infected by HIV and AIDS,

including orphans and vulnerable children (OVC).

SUMMARY:

Currently, USAID/South Africa (SA) supports institutional capacity building of indigenous organizations that

implement PEPFAR programs, including basic health care and support (BHCS) programs, through three

competitively-selected Umbrella Grants Management partners: Pact, the Academy for Educational

Development (AED) and Family Health International (FHI). The main purposes of these UGM projects are

to: (1) facilitate further scale-up of HIV and AIDS care services and (2) develop indigenous capability, thus

creating a more sustainable program. The 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). The current UGM

with FHI will support five sub-partners who have transitioned over from Pact and five new sub-partners. This

activity refers only to the USAID/SA UGM project managed by FHI.

BACKGROUND:

USAID/SA's Health and HIV/AIDS strategy responds to the overwhelming challenges posed by the HIV and

AIDS epidemic on individuals, families, communities and society in South Africa. Through this UGM, FHI is

responsible for managing subgrants to ten USAID partners (all of whom submit their COPs directly to

USAID). As USAID's prime partner and the managing umbrella organization, FHI will not directly implement

program activities, but rather act as a grants management partner to manage and mentor its ten sub-

recipients who, in turn, will carry out the assistance programs. Thus, FHI functions primarily as a sub-grant

making entity, and a relatively small percentage of overall funds are used for administrative purposes. Given

that recipients require significant technical assistance and management support to grant recipients, FHI will

devote a reasonable percentage of overall funding to providing this support.

USAID closely collaborates and coordinates with the South African Government (SAG) in supporting

PEPFAR partners through the umbrella grant mechanism. Although some of the partners work closely with

various SAG Departments, at national, and/or local (i.e., provincial and district) levels, the umbrella grant's

primary interface with the SAG is through the Senior Management Team (SMT), which includes key staff

from USAID, National Departments of Health and Social Development (NDOH, DOSD), and representatives

from the provincial departments.

Under this UGM with FHI, USAID is supporting four indigenous and international FBO and NGO partners

who provide basic health care and support services such as palliative and home-based care (HBC) to

communities in the provinces. These are: Humana People to People; LifeLine; MCDI; and PSA-SA. Grants

to palliative care partners support government clinics and hospitals with human resources including doctors,

nurses, pharmacists, and counselors. These partners also work closely with new and established hospices

to ensure hospice accreditation in accordance with national and global standards of palliative care.

Palliative care services supported by partners include holistic; family-centered; clinical, psychological,

spiritual, social care and integrated prevention services for PLHIV and their families, supported by

multidisciplinary teams at facility and community levels. An emphasis will be placed on TB screening,

national guidelines for OI prophylaxis, identification of pediatric cases, and ART referral, as services

become available. Through their partnership with PEPFAR, these providers will increase their reach two to

three-fold. This scale-up requires strong financial, monitoring and evaluation, and management systems to

accommodate growth in reach and maximize sustainability.

ACTIVITIES AND EXPECTED RESULTS:

In the FY 2008, USAID/SA will continue to support existing palliative care partners through this UGM with

FHI. Funds budgeted under this narrative will support costs for administering, managing and facilitating

technical support for FHI's palliative care sub-partners. Separate COP entries describe the palliative

activities implemented by each sub-partner under FHI. Institutional capacity building of indigenous

organizations is a key feature of the umbrella grant mechanism and an important strategy for achieving

prevention, care, and treatment goals of PEPFAR to ensure long-term sustainability of programs and

organizations.

ACTIVITY 1: Grant Management

Through this UGM, FHI will award and administer care grants to partners selected through a

USAID/PEPFAR APS competitive process to implement HIV and AIDS activities. This involves an array of

related activities including award and administration of grants, monitoring of grant progress, meeting

reporting requirements, and grant closeout. FHI will continue to monitor palliative care program

implementation and adherence to financial regulations both within FHI and in its sub-partners (USAID's

partners). This involves provision of extensive technical assistance to partners on palliative care project

development and implementation, financial management, monitoring and evaluation, and reporting. All

these functions provide key support to organizations so they can better implement care activities.

ACTIVITY 2: Capacity Building

This new umbrella mechanism will support institutional and technical capacity building of indigenous

organizations, defined as activities that strengthen the skills of indigenous organizations to implement HIV

and AIDS programs efficiently, with diminishing reliance on external technical assistance and support. FHI

will support activities to improve the financial management, program management, quality assurance,

strategic information (M&E) and reporting, and leadership and coordination of sub-partner organizations

implementing preventive activities. FHI will also provide technical assistance to the USAID partners, as

needed, to improve the technical approaches used for AB prevention activities and to enable quality

assurance/quality improvement (QA/QI) of activities falling within this technical area. All these functions

provide key support to organizations so they better implement care activities.

ACTIVITY 3: Monitoring and Evaluation (M&E) and Reporting

The umbrella grants mechanism will ensure support to USAID's care partners in M&E, in order to strengthen

measurement of the implementation and impact of palliative care program activities, an eventual

achievement of PEPFAR goals. M&E support of palliative care partners include: measurement of program

Activity Narrative: progress; provision of feedback for accountability and quality; surveillance; and implementation of

information management systems. In addition, the umbrella mechanism will provide supportive supervision

to provide guidance, monitoring, mentoring and oversight through site visits, technical assistance, and

performance evaluation.

The management of service delivery programs under the umbrella grant mechanisms will contribute to the

PEPFAR goals to provide treatment to 2 million HIV-infected people; prevent 7 million HIV infections; and

provide care to 10 million people infected by HIV and AIDS, including orphans and vulnerable children.

SUMMARY:

Currently, USAID/South Africa (SA) supports institutional capacity-building of indigenous organizations that

implement PEPFAR programs, including OVC focused care programs, through three competitively-selected

Umbrella Grants Mechanism partners: Pact, the Academy for Educational Development (AED), and Family

Health International (FHI). The main purposes of these UGM projects are to: (1) facilitate further scale-up of

OVC services in the short term; and (2) develop indigenous capability thereby creating a more sustainable

program. The 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). The current UGM with FHI will support five sub-

partners who have transitioned over from Pact and five new sub-partners. The activity described below

refers only to the USAID/SA UGM project managed by FHI.

BACKGROUND:

USAID's Health and HIV/AIDS strategy responds to the overwhelming challenges posed by the HIV and

AIDS epidemic on individuals, communities and society in South Africa. In response, the Mission has

obligated funds to many partners and sub-partners in South Africa playing valuable roles in the fight against

HIV and AIDS, including organizations that are providing comprehensive services to OVC. Through this

UGM, FHI is responsible for managing sub-grants to ten of USAID's partners (all of whom submit their own

COPs directly to USAID). As USAID's prime partner and the managing umbrella organization, FHI will not

directly implement program activities, but rather act as a grants management partner to manage and mentor

sub-recipients who, in turn, carry out the assistance programs. Thus, FHI functions primarily as a sub-grant

making entity, and a relatively small percentage of overall funds is used for administrative purposes. Given

that grant recipients require significant technical assistance and management support to grant recipients,

FHI will devote a reasonable percentage of overall funding to provide this support.

USAID closely collaborates and coordinates with the South African Government (SAG) in supporting

PEPFAR partners through the umbrella grant mechanism. Although some of the partners work closely with

various SAG Departments at national and/or local (i.e., provincial and district) levels, the umbrella grant's

primary interface with the SAG is through the Senior Management Team (SMT), which includes key staff

from USAID, National Departments of Health and Social Development (NDOH, DOSD), and representatives

from the provincial departments.

Under this UGM with FHI USAID is supporting six indigenous and international NGOs providing care and

support services to OVC in South Africa. Active in all provinces except Eastern Cape, these partners

identify and train caregivers, establish community care centers, and provide psychosocial support. These

are: Mpilonhle, NOAH, PSA-SA, Starfish, Hands at Work, and Heartbeat. Grants to OVC partners support a

range of locally-driven best practices for orphan care using a variety of models of service delivery and

working in collaboration with the South African Government's Department of Social Development. During

their partnership with PEPFAR, OVC partners will increase their reach two to three-fold. This scale-up will

require adequate financial, monitoring and evaluation, and management systems to accommodate growth

and maximize sustainability.

ACTIVITIES AND EXPECTED RESULTS:

In FY 2008, USAID will continue to support current OVC partners through this UGM with FHI. Funds

budgeted under this narrative will support costs for administering and managing these OVC sub-partners of

FHI. Separate COP entries describe the OVC activities implemented by each sub-partner under FHI.

Institutional capacity building of indigenous organizations is a key feature of the umbrella grant mechanism

and an important strategy for achieving prevention, care and treatment goals of PEPFAR to ensure long-

term sustainability of programs and organizations.

ACTIVITY 1: Grants Management

The umbrella mechanism will award and administer grants to partners selected through the PEPFAR APS

competitive process to implement OVC activities. These are: Mpilonhle; NOAH; PSA-SA; Starfish; Hands at

Work; and Heartbeat. This involves an array of related activities including award and administration of

grants, monitoring of grant progress, meeting reporting requirements, and grant closeout. The umbrella

mechanisms will monitor OVC partners' program implementation and adherence to financial regulations.

This involves provision of extensive technical assistance to partners on project development and

implementation, financial management, monitoring and evaluation, and reporting.

ACTIVITY 2: Capacity Building

The new umbrella mechanism will support institutional capacity building of indigenous organizations,

defined as activities that strengthen the skills of indigenous organizations to implement HIV and AIDS

programs efficiently, with diminishing reliance on internationally-based technical assistance and support.

The umbrella partners will support activities to improve the financial management, program management,

quality assurance, strategic information (M&E) and reporting, and leadership and coordination of partner

organizations implementing OVC activities.

ACTIVITY 3: Monitoring and Evaluation (& Reporting)

The umbrella mechanisms will provide support to OVC partners on monitoring and evaluation, in order to

strengthen measurement of the implementation and impact of program activities, an eventual achievement

of PEPFAR goals. M&E support of OVC partners includes: measurement of program progress; provision of

feedback for accountability and quality; surveillance; and implementation of information management

systems. In addition, the umbrella mechanism will provide supportive supervision to provide guidance,

monitoring, mentoring and oversight through site visits, technical assistance, and performance evaluation.

The umbrella grant mechanism will contribute to the PEPFAR goals to provide treatment to 2 million HIV-

infected people; prevent 7 million HIV infections; and provide care to 10 million people infected by HIV and

AIDS, including orphans and vulnerable children.

Activity Narrative: SUMMARY:

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).

BACKGROUND:

Since 2004, USAID has been obligating funds through umbrella grants to partners and sub-partners in

South Africa who are playing a valuable role in the response to HIV and AIDS, and particularly in the area of

antiretroviral treatment services. Through this UGM, FHI is responsible for managing sub-grants to at least

ten sub-partners (all of whom submit their own FY 2008 COP entries). FHI will not directly implement

program activities, but rather act as a grants management partner to manage and mentor sub-recipients

who, in turn, carry out the assistance programs. Thus, FHI utilizes a small percentage of overall funds for

administrative purposes, with the remainder used for technical assistance and management support.

The USG closely collaborates and coordinates with the South African Government (SAG) in supporting

PEPFAR partners through the umbrella grant mechanism. Although some of the partners work closely with

various SAG departments at national and/or local (i.e. provincial and district) levels, the umbrella grant's

primary interface with the SAG is through the Senior Management Team, which includes key staff from

USAID, National Departments of Health and Social Development (NDOH, DOSD), and representatives from

the provincial departments.

Under this UGM with FHI, it is possible that sub-partners will be providing ARV drugs for HIV-infected

individuals. The final details of this is not available, as all of the new sub-partners have not yet been

identified.

ACTIVITIES AND EXPECTED RESULTS:

ACTIVITY 1: Grants Management

Under this UGM, FHI will award and administer grants to partners selected through the PEPFAR Annual

Program Statement (APS) competitive process to implement HIV and AIDS activities, potentially including

treatment activities. This may involve an array of related activities including award and administration of

grants, monitoring of grant progress, meeting reporting requirements, and grant closeout. As relevant, FHI

will monitor antiretroviral drug provision program implementation and adherence to financial regulations.

This can involve provision of technical assistance to partners on project development and implementation,

financial management, monitoring and evaluation, and reporting.

ACTIVITY 2: Monitoring and Evaluation and Reporting

This umbrella mechanism also includes a provision for support to partners providing ARV drugs in

monitoring and evaluation, in order to strengthen measurement of the implementation and impact of

program activities. Monitoring and evaluation support for ARV services partners include measurement of

program progress, provision of feedback for accountability and quality, and implementation of information

management systems. In addition, the umbrella mechanism will provide supportive supervision to provide

guidance, monitoring, mentoring and oversight through site visits, technical assistance, and performance

evaluation.

The umbrella grant mechanisms will contribute to the PEPFAR goals of providing treatment to 2 million HIV-

infected people; preventing 7 million HIV infections; and providing care to 10 million people, including

orphans and vulnerable children.

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).

BACKGROUND:

Since 2004, USAID has been obligating funds through umbrella grants to partners and sub-partners in

South Africa who are playing a valuable role in the fight against HIV and AIDS, including ARV treatment

services. Through this UGM, FHI is responsible for managing sub-grants to at least ten sub-partners (all of

whom submit their own FY 2008 COP entries). FHI will not directly implement program activities, but rather

act as a grants management partner to manage and mentor sub-recipients who, in turn, carry out the

assistance programs. Thus, FHI utilizes a small percentage of overall funds for administrative purposes,

with the remainder used for technical assistance and management support.

The USG closely collaborates and coordinates with the South African Government (SAG) in supporting

PEPFAR partners through the umbrella grant mechanism. Although some of the partners work closely with

various SAG Departments at national and/or local (i.e. provincial and district) levels, the umbrella grant's

primary interface with the SAG is through the Senior Management Team, which includes key staff from

USAID, National Departments of Health and Social Development (NDOH, DOSD), and representatives from

the provincial departments.

Under this UGM with FHI, it is possible that sub-partners will be providing ARV services for HIV-infected

individuals, including patient uptake, counseling and testing, doctor consultations, laboratory testing,

treatment management, adherence support, patient counseling, telemedicine, and quality assurance

monitoring. The final details of this are not available, as all of the new sub-partners have not yet been

identified.

ACTIVITIES AND EXPECTED RESULTS:

ACTIVITY 1: Grants Management

Under this UGM, FHI will award and administer grants to partners selected through the PEPFAR APS

competitive process to implement HIV and AIDS activities, potentially including treatment activities. This

may involve an array of related activities including award and administration of grants, monitoring of grant

progress, meeting reporting requirements, and grant closeout. As relevant, FHI will monitor ARV services

provision program implementation and adherence to financial regulations. This can involve provision of

technical assistance to partners on project development and implementation, financial management,

monitoring and evaluation, and reporting.

ACTIVITY 2: Monitoring and Evaluation and Reporting

This umbrella mechanism also includes a provision for support to partners providing ARV services in

monitoring and evaluation, in order to strengthen measurement of the implementation and impact of

program activities. Monitoring and Evaluation support for ARV services partners include measurement of

program progress; provision of feedback for accountability and quality; and implementation of information

management systems. In addition, the umbrella mechanism will provide supportive supervision to provide

guidance, monitoring, mentoring and oversight through site visits, technical assistance, and performance

evaluation.

The umbrella grant mechanisms will contribute to the PEPFAR goals of providing treatment to 2 million HIV-

infected people; preventing 7 million HIV infections; and providing care to 10 million people, including

orphans and vulnerable children.