Sandii lewin part_en


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Sandii lewin part_en

  1. 1. Defining Global Fund Partnerships Middle East and Northern Africa Regional Meeting 21- 23 April 2009
  2. 2. Building Partnership <ul><li>Key principle of the Framework Document </li></ul><ul><ul><li>Global Fund operates as a financial instrument, not as an implementing entity, and countries rely on partners for implementation </li></ul></ul><ul><li>The Global Fund Vision of Partnership ,GF/B7/7, 2004 </li></ul><ul><ul><li>The Global Fund is essentially is a public/private partnership that cannot exist and function otherwise </li></ul></ul><ul><li>Technical Evaluation Reference Group for the 5 YE </li></ul><ul><ul><li>Study Area 1: recommends that the Global Fund needs to more explicitly define its expectations for entities and GF partnership arrangements, clarifying roles and responsibilities with various country partners </li></ul></ul><ul><ul><li>Study Area 2: recommends the Partnerships Cluster lead a thorough examination of all aspects of partnerships related to TA and grant implementation </li></ul></ul>
  3. 3. Background: Five-Year Evaluation The Global Fund's 2003 Board-approved M&E Strategy called for: “… a first major evaluation of the Global Fund’s overall performance against its goals and principles after at least one full grant funding cycle has been completed (five years)” <ul><ul><li>The Five-Year Evaluation is a major effort to review the functioning and performance of the Global Fund as an institution and a partnership </li></ul></ul><ul><ul><ul><li>Learning: identify strengths and weaknesses </li></ul></ul></ul><ul><ul><ul><li>Internal: Strengthen structural organization and efficiency of day-to-day operations </li></ul></ul></ul><ul><ul><ul><li>External: Work with partners to identify priorities and actions to improve partnership and thereby impact </li></ul></ul></ul><ul><ul><li>This external evaluation is being conducted under the oversight of the Technical Evaluation Reference Group (TERG), an independent body reporting directly to the Board of the Global Fund </li></ul></ul>
  4. 4. <ul><li>Study Area 2 evaluates the Global Fund partner environment </li></ul><ul><li>at global and country levels and in relation to grant </li></ul><ul><li>performance and health systems effects. </li></ul><ul><li>Primary Questions </li></ul><ul><ul><li>How effective and efficient is the Global Fund’s partnership system in supporting HIV, TB and malaria programs at the global, regional and country level? </li></ul></ul><ul><ul><li>What are the wider effects of the Global Fund partnership on country systems? </li></ul></ul>Background: Study Area 2
  5. 5. Summary Findings – Study Area 2 <ul><li>Global Fund achievement marks a major advancement of a partnership approach to development aid and a new model for global public-private partnership for health </li></ul><ul><li>Global Fund is a key component of a complex development architecture which is changing the paradigm of development assistance </li></ul><ul><ul><ul><li>from one based on programs largely defined by donor priorities to one that is demand driven and country led </li></ul></ul></ul><ul><ul><ul><li>through a performance-based funding model, promoting accountability and transparency </li></ul></ul></ul>
  6. 6. <ul><li>The model of the Global Fund is a work in progress…. </li></ul><ul><ul><li>The Global Fund Partnership presents a mixed picture </li></ul></ul><ul><ul><li>Better delineations of an international division of labor is required, which cannot be accomplished by the Global Fund alone </li></ul></ul><ul><ul><li>More integrated institutional approaches be established, with systematic institutional guidance (e.g., TA, HSS, grant oversight, global partnership, development architecture) </li></ul></ul>Summary Findings – Study Area 2
  7. 7. Strengthening Partnerships: GF Secretariat Strategy, Performance & Evaluation Cluster External Relations & Partnerships Cluster Finance & Pharmaceutical Procurement Cluster Country Programs Cluster Corporate Services Cluster Office of the Executive Director PARTNERSHIPS UNIT Civil society and private sector officers
  8. 8. Defining Partnership: Secretariat Partnerships Unit Civil Society and Private Sector Partnerships Team Southern Constituencies Team Bilateral and Multilateral Partnerships Team Board Relations Team CSO & PS Officers FPMs
  9. 9. Partnership Unit Work Streams <ul><li>Partnership Agreements: preparation, negotiation, signing and operationalization </li></ul><ul><li>Coordination of global level TA (e.g. GIST, RBM, Stop TB, CSAT) </li></ul><ul><li>Civil Society: ensuring sustainability of partnerships beyond duration of Global Fund grants </li></ul><ul><li>Southern Constituencies: enhance relations with implementing countries; build advocacy platform; and stronger involvement in Global Fund governance </li></ul><ul><li>Consolidate partnerships within key ministries of ‘emerging economy’ countries; south-south collaboration and trilateral cooperation </li></ul>
  10. 10. <ul><li>Development of Global Fund Partnership Strategy (Board approval - November 2009) </li></ul><ul><li>Management of all bilateral and multilateral partnership agreements </li></ul><ul><li>Operationalization of partnership agreements (Collaboration Agreements, MOUs) </li></ul><ul><li>Coordination of global level Technical Assistance </li></ul><ul><li>Examination of all aspects of partnerships related to technical assistance and grant implementation support </li></ul>Bilateral and Multilateral Team Work Stream
  11. 11. Agreements with Partners Letters of Agreement Memoranda of Understanding Collaboration Agreement UNDP UNICEF ILO UNAIDS Stop TB RBM IDB OIC World Bank AfDB WHO Revised/ Signed 2008 Revised/ Signed 2009 Revised, pending PSC Review Signed 2009 Pending Board approval 2003 2004 2003 Under Development Initial dialogue Initial dialogue
  12. 12. Defining Partnership: Global Partnership Unit negotiates global level agreements with partners with input from all clusters in Secretariat GF Secretariat puts in place operational plan for agreements, including monitoring/accountability framework for measuring implementation of agreements with partners Countries develop operational plans specific to country context and within CCM structure for country-level implementation Global Level Country Level
  13. 13. <ul><li>1. Two guiding principles for partnerships: </li></ul><ul><ul><li>country-focused </li></ul></ul><ul><ul><li>performance-based </li></ul></ul><ul><li>Options for monitoring: Standard guidelines & indicators </li></ul><ul><ul><li>Indicators following standard service delivery areas with </li></ul></ul><ul><ul><li>Agreement specific indicators </li></ul></ul>Global Framework for Partnerships
  14. 14. Operational Partnership Mechanism Step 1: Setting-up MoUs or Partnership Agreements Step 2: Implementing and Reporting Step 3: Evaluation and Revision Global Fund’s goals & inputs ** Partner input goals + inputs** Implement Measure and Report Evaluate Revise agreement? Continue Targets Met <ul><li>Review achievements against the indicators of the Global Partnership Performance Framework on a periodic basis and adjust as required. </li></ul><ul><li>Partners report achievements on the agreed-upon indicators based on performance framework for agreement implementation </li></ul><ul><li>Sign Partner Agreements and jointly develop global/regional/country level frameworks (based on country request for collaboration) </li></ul><ul><li>** inputs could include: funding, information, coordination & advocacy </li></ul>Yes No <ul><li>Based on existing reporting format </li></ul>Performance Framework Partnership Agreement
  15. 15. MOUs and Partnership Frameworks Memorandum of Understanding (MoU) Global Regional Country Grant Agreement Performance Framework MoUs or Partnership Agreements Partnership Frameworks Global Fund Grant Agreement Global Partnership Accountability Framework Regional Partnership Framework In-Country Operational Partnership Plan Indicators <ul><li>No. of MOUs operationalized </li></ul>Eg. Country requests for collaboration Integration of Indicators <ul><li>Consolidated Country Results </li></ul><ul><li>No. of Countries achieving targets </li></ul><ul><li>M&E Strengthening </li></ul><ul><li>Efficiency gains </li></ul><ul><li>Quality of TA </li></ul>(Examples)
  16. 16. Partner Involvement in Grant lifecycle Proposal Development Grant Signing Phase 1 Phase 2 Global Fund Grant Lifecycle Partner Involvement Activity: Support Proposal Development Indicator: Proposal Success Rate Partner A Partner B Partner C Partner D Activity: Support Grant Signing Process Indicator: Grant Signed < 8 months Activity: Strengthen M& E System Indicator: M&E Budget = 7-10% Activity: Support Procurement Plan Indicator: Timeliness of Approved Procurement Plan Indicator: Data Quality Index Timely Reporting Indicator: Data Quality Index Timely Reporting Indicator: Efficiency Gains Indicator: Efficiency gains
  17. 17. <ul><li>Common SDAs across current agreements: </li></ul><ul><li>1.- Strategic analysis and policy advice 2.- Provision of technical support 3.- Capacity building/capacity development </li></ul><ul><li>4. - Joint resource mobilization </li></ul><ul><li>5. - Governance </li></ul><ul><li>6. - Aid Effectiveness </li></ul><ul><li>7. - Health Systems Strengthening </li></ul><ul><li>8. - Communication and Advocacy </li></ul><ul><li>9. - Monitoring and Evaluation </li></ul>Core Activity Areas in MOUs
  18. 18.         C X X X X   Health Systems Strengthening         G,R,C X X X X   Advocacy                     Efficiency Gains         R, C X X X X Coordination of disease response and HSS 1         R, C X X X X Harmonization of data collection 1,2,3 Aid Effectiveness         R, C X X X X Support CCMs in oversight and general management 1,2,3         R, C X X X X Support multi-stakeholder representation on CCM 2,3         G X X X X Support relevant decisions of the Global Fund Board 3 Governance         G, R X X X X Meetings with potential donors         G,R X X X X Joint advocacy and coordination to mobilize resources 2,3 Joint Resource Mobilization         R, C   X   X M&E of trainings         R, C   X   X Conduct trainings         R, C   X   X Training and Material Design Capacity Building/ Capacity Development Grant closure Grant implementation (Phase 1 & 2) Grant signing Proposal development Source Year Value Baseline (if applicable) Indicator Indicator level G - global R - regional C - country Stage of Global Fund Grant Cycle Activities in SDA Service Delivery Area (SDA)**
  19. 19. <ul><li>Process began in Maputo meeting with 7 East & Southern Africa cosponsors </li></ul><ul><li>Current HQ level MOU Working Group with co-sponsors </li></ul><ul><li>Operational Plan discussions between UNAIDS RST Bangkok and Global Fund (Asia Unit) </li></ul><ul><li>Regional Management Meeting (18 March 09) for discussion with UCCs to define priorities and process </li></ul>Operationalizing MOUs: UNAIDS
  20. 20. Next Steps <ul><li>Development of Performance Framework for Partnership including defining indicators for measuring partnership effectiveness </li></ul><ul><li>Communication strategy for in-country partners on partnership operationalization process and plan </li></ul>
  21. 21. <ul><li>THANK YOU </li></ul><ul><li>SHOUKRAN </li></ul>