Overview of Transition to Single Streams of Funding REGIONAL GLOBAL FUND GRANT CONSOLIDATION WORKSHOP DATE MODULE 2 1

SESSION I: Key Management Steps in Transitioning to Single Streams of Funding (SSF) SESSION II: Key Technical Processes in Consolidating Grant Activities o Group Work o Guiding Principles o Organizing Consolidation Work SESSION III: Best Practices o Challenges o Lessons Learned MODULE OVERVIEW 2

SESSION I: KEY MANAGEMENT STEPS IN TRANISITIONING TO SSF 3 Overview to Transitioning to SSF : Key Steps in SSF (1)

4 ActorTask PRPrepare the consolidated SSF grant documents for 1 st Implementation Period: PRSubmit the consolidated grant documents to TGF and LFA for review LFAReview consolidated grant documents & then submit recommendations & documents to GF TGFReview SSF documents, LFA recommendations & proceed with grant negotiations PR/ CCM/ TGF Sign SSF(s)!!! Overview to Transitioning to SSF : Key Steps in SSF (2)

SUMMARY OF THE CONSOLIDATION PROCESS 1. PR/GF initiate process 2. PR technical teams set up. Begin reviews 3. Teams & consultants review, cross check 4. Internal validation process 5. Submission to LFA 5

SESSION II: K EY T ECHNICAL P ROCESSES IN C ONSOLIDATING G RANT A CTIVITIES 1. MATCHING : Similar goals, Objectives, SDAs 2. RE-ORDERING: Alignment of activities 3. MERGING/CONSOLIDATING: merging similar activities 4. RESCHEDULING: re-planning the timing of consolidated activities 6

1. MATCHING R9 Goal 1 SDA R6 Goal 2 SDA 1 2 Consolidated R9 Goal 1 SDA 1/1 2 3/2 7

2. RE-ORDERING R9 Goal 1 SDA R6 Goal 2 SDA 1 2 Consolidated R9 Goal 1 SDA 1/1 SDA 2 SDA 3/2 Activities R9/R6 R9 R6 Activities R9 Activities R9/R6 R6 Activities Activities 1,1 1,2 1,3 2,1 2,2 8

Merging/consolidating (goals, objectives, SDAs, Indicators) Round 6 Round 9 Consolidated Round 9 Goals Consolidated Goals Objectives Consolidated Objectives SDAs Consolidated SDAs Indicators Consolidated Indicators Merging (activities, budget) Round 6 Round 9 Consolidated Round 9 RoundActivitiesConsolidated Activities Hosting File (Round 9) XYZ Consolidated activities XYZ Migrating File (Round 6) XYZ 9 3. M ERGING / CONSOLIDATING

4. RESCHEDULING Rescheduling to improve feasibility Round 9Round 6Consolidated Round 9 Year 1 = 150 VCT sitesYear 4 = 200 VCT sites Year 1 = 300 VCT sites Year 2 = 150 VCT sitesYear 5 = 100 VCT sites Year 2 = 300 VCT sites 10

GUIDING PRINCIPLES Older grants migrate into the new grant No important indicator will be left out Any activity with no similar one in the later Round, and which remains relevant, is maintained Similar activities & budget items in two grants are merged Activities needed to achieve the objectives of the separate grants must be retained in the consolidated grant The consolidated number of activities should be feasible, produce efficiency and reflect the absorption rate of the PR Commitments already made in terms of objectives must still be met 11

ORGANIZING THE CONSOLIDATION WORK Consolidating Technical Teams Consolidating Tools and Documents Consolidating Working Sessions M&E Technical Working Team Workplans & Budget Technical Working Team PSM Plan Technical Working Team PR Performance Framework (Rounds 6 & 9) PR M&E Plan (Rounds 6 & 9) Correspondence Tables and Alignment Forms PR Approved Workplans and Budgets (Rounds 6 & 9) Correspondence Tables and Alignment Forms PR PSM Plans (Rounds 6 & 9) Country profile Correspondence Tables and Alignment Forms One-on-one sessions + Technical Working Team Sessions + Internal validation and restitution sessions 12

SESSION III: CHALLENGES IN THE CONSOLIDATION PROCESS Impression that GC is easy and purely admin Must consider programmatic and stakeholder issues Can be complex and time-consuming if several Grants involved Strain on existing program and financial management systems and capacity GF expects PRs to identify efficiency gains Consistency between PF and budget must be assured Complexity encountered in details of the process Poor understanding of the process by SRs 13

LESSONS LEARNED GC is a complex programmatic process requiring diverse input from managers, implementers, policymakers and experts Ensure all relevant stakeholders are involved prominently and consistently, including CCM and SRs Establish at the outset the principles and assumptions that will govern the consolidation process Good communications with GF and LFA is vital; seek GF guidance before and during process Ensure adequate time for consolidation: start early, have a good action plan and set firm, realistic deadlines. 14

LESSONS LEARNED (2) Set up appropriate teams to manage the consolidation process Involve SRs in discussing how to consolidate SDAs, activities & budgets; assess whether SR contract renegotiation is needed Thoroughly document and justify changes to budgets and other documents Finalise the workplan & budget first, PF 2 nd then PSM plan and M&E plan. Countries intending to apply in Round 11 or 12 should ensure that they begin preparing early for the submission of a consolidated proposal! 15

GROUP EXERCISES AND CASE STUDIES GE1: matching (see Tanzania example) GE2: Re-ordering Merging/Consolidating and rescheduling Which Grant migrates to which? Why? 16

U SEFUL R ESOURCES GF: GF transition to SSF CHECKLIST.pdf GF : SSF Grant Consolidation Case Study.pdf GF : Architecture Review - Implementers Fact Sheet.pdf Further information available from: Architecture webpage: For communications, guidance materials & more For further questions: FPMs Architecture inbox: 17