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.
USAID/South Africa (USAID/SA) supports institutional capacity-building of indigenous organizations that implement PEPFAR programs through a Umbrella Grants Mechanisms (UGM). The main purpose of the umbrella organization is to: (1) facilitate further scale-up of HIV and AIDS services through local and international implementing partners, and (2) develop indigenous capacity. Since 2004, USAID has obligated funds through the UGM to over 35 partners and sub-partners in South Africa, all of whom play
valuable roles in the fight against HIV and AIDS. These partners and sub-partners consist of non- governmental organizations (NGOs), faith-based organizations (FBOs), and community-based organizations (CBOs).
The Umbrella Grants Mechanisms were designed to increase the effective management of the PEPFAR program with a minimum number of management units while ensuring the quality of assistance. As the UGM is then responsible for the provision of hands-on and day-to-day program oversight to their sub- awardees, the USAID/SA has a reduced burden on the mission's health, contracts, and finance offices, thus allowing managers to focus on technical interventions. The UGMs are tasked with providing award management including the award and administration of grants, monitoring and evaluation, financial management, organizational development, reporting, and coordination of activities of implementing partner organizations. These services provided to sub-partners through the UGM allows more time for USAID officers to focus on providing technical guidance during implementation of activities; analysis of results and targets achieved; providing guidance during COP process; and participating in field visits and partner consultations in monitoring implementation.
The scope of partners and activities eligible to receive PEPFAR supports is expanded through the use of the UGMs, and the overall sustainability of the South African HIV/AIDS response is built because of that range of partnerships. The focus on capacity building and organizational development, a particular design strength of the UGMs, also creates greater opportunity for a sustained response by the participating partners, furthering the impact of the PEPFAR investments.
In order to maximize the impact of the UGM mechanisms, the USAID/Southern Africa Health Team is reviewing the efficacy of all four of the UGM mechanisms. The review will encompass an examination of the programs' efficiency, cost economics, responsiveness and management capacity. The intent is to ensure programmatic alignment with the larger objectives of the PEPFAR program, and with the initial intent of their creation (minimal management and institutional capacity building).
The specific subpartners under the UGMs will also be reviewed to determine if their performance (technical and administrative) is enhanced by their relationship with the UGM. Based upon this review of the sub-awardees' corporate standing (international vs. indigenous), the added value of the UGM's technical assistance in the realms of financial, technical, administrative and monitoring capacity of the sub-awardee, scale of annual funding and activities in multiple program areas, the USAID Health team will determine if some partners may be eligible for 'graduation' from under a UGM to prime partner status with USAID.
It is anticipated that the technical directions deriving from this UGM review will result in a realignment of
the UGMs, with a consolidation of sub-awardees under UGMs so as to create enhanced communities of practice via groupings of sub-awardees by geographic or technical affinity. These consolidations will be facilitated by increased capacity of UGMs gained through the graduation or termination of selected sub- awardees.
The FHI UGM was evaluated against these criteria, and the recommendation was made that their agreement will no longer receive USG funding. The subawards and activities supported through this UGM will be transitioned, with some actions coming to a close, and (most of the other) agreements transitioning to other UGM supports. This transition will take place throughout COP09, and this TBD mechanism will act as a placeholder until full reprogramming and realignment is comepleted.
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