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OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

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Page 1: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

OVC Monitoring, Evaluation and Reporting Strategy (“the MER”)

Feb 20-21, 2014Pretoria, South Africa

OVC HQ Technical Working Group

©USAID/ Tash McCarroll

Page 2: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

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OVC MER Strategy – Moving Towards Outcomes

• New OVC MER strategy is a critical and positive shift toward a comprehensive, outcomes based strategy for showing impact

• USG investments in OVC programs substantial, but impact mostly undocumented.

• Challenges to understanding impact: lack of standardized measures and tools tailored to OVC population & child well-being

• OVC TWG & Measure developed set of core quantitative child outcomes and caregiver/ household outcomes tools– Toolkit formed strong foundation to build a new set of indicators and

global strategy when OGAC commissioned a new MER strategy. – Pilot-tested in Zambia and Nigeria; Translations to French in progress

Page 3: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Specific Shifts in Data Collected

• Emphasize program effectiveness & outcomes

• Reflects 2012 PEPFAR OVC Guidance-developmental milestones across ages/stages

• Track coverage: active beneficiaries for OVC

• Track contribution to Continuum of Response

• Elevate core indicators from OVC Survey toolkit

Page 4: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

OVC Indicators in the MERMER Code

NGI Code Indicator Description Reporting Level

FY 14Targets

and results

FY 15Targets

and results

OVC_SERV New. Replacing C1.1.D <18

Number of active beneficiaries served by PEPFAR OVC programs for children and families affected by HIV/AIDS

1 √ √

OVC_ACC N/A –new indicator

Number of active beneficiaries receiving support from PEPFAR OVC programs to access HIV services

1 √

OVC Outcome Indicators Package (special studies)OVC_HIVST

N/A- new indicators

Percent of children whose primary caregiver knows the child’s HIV status

2 Budget and Plan

√No

Targets required

OVC_NUT Percent of children <5 years of age who are undernourished

OVC_SICKPercent of children too sick to participate in daily activities

OVC_BCERT Percent of children who have a birth certificate

OVC_SCHATT Percent of children regularly attending school

OVC_PRGS Percent of children who progressed in school during the last year

OVC_STIM Percent of children <5 years of age who recently engage in stimulating activities with any household member over 15 years of age

Child Protection IndicatorOVC_CP% eligible households able to access money to meet important family needs

Page 5: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

REPLACED C1.1.D- OVC_SERV

Number of active beneficiaries served by PEPFAR OVC programs for children and families affected by HIV/AIDS

Indicator REPLACES Umbrella CARE starting in FY14

Implications:– Overall intent is comparable to old indicator: Measures coverage– More specific: uniquely OVC-related vs. overlap with clinical care– Defines “active beneficiary” as receiving quarterly contact-aligns with

criteria needed to meet direct support definition– Clarification of who is counted is anticipated to improve quality of data

Page 6: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

PEPFAR MER Introduction 2013_11_21 6

OVC Level 1 Indicators-OVC_SERV

Indicator code:OVC_SERV 1

Number of active beneficiaries served by PEPFAR OVC programs for children and families affected by HIV/AIDS

NGI Mapping: C1.1.D <18 disaggregation continuing – significant modification in definition; trend analysis will be impacted

PEPFAR Support Target/Result Type:

Both Direct Service Delivery (DSD) and Technical Assistance-only (TA-only) targets and results should be reported to HQ

Numerator: 1 Number of active beneficiaries served by PEPFAR programs for children and families affected by HIV/AIDS

Denominator: 1 N/ADisaggregation(s): 1 Sex: Male, Female

1 Age: <1, 1-4, 5-9, 10-14, 15-17, 18+ Data Source: Registers, organization records, or other program monitoring toolsData Collection Frequency:

Data should be collected continuously as part of service delivery. Data analysis and review should be done semi-annually, in time for PEPFAR reporting cycles to monitor progress towards achieving the targets and to identify and correct any data quality issues.

Page 7: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

PEPFAR MER Introduction 2013_11_21 7

OVC Level 1 Indicators

Indicator code:OVC_SERV 1

Number of active beneficiaries served by PEPFAR OVC programs for children and families affected by HIV/AIDS

Method of Measurement: The indicator is generated by counting the number of active beneficiaries (children or caregivers) who received at least one PEPFAR service from facilities and/or community -based organizations (see definition of an ‘active beneficiary’ below). To reduce the burden of counting on organizations providing services, registers with names of children who meet the criteria for “active beneficiary” are sufficient for generating the number included in this indicator. The types of OVC programs required to report on this indicator are outlined in the 2012 PEPFAR OVC Guidance and are those designed to address critical care needs. Explanation of Numerator: Active beneficiary is defined as an individual who has received program services in the last three months and who is scheduled to receive program services at least once every three months, as outlined in program guidelines or standards of practice. New beneficiaries who only registered in the last quarter will be counted as active even if they have not yet received services. Partners will report on the number of beneficiaries on their “active” registries. Partners will not be required to count the number of individuals receiving services at each reporting period.

Page 8: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

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OVC Level 1 Indicator: OVC_ACC

Number of active beneficiaries receiving support from PEPFAR OVC programs to access HIV services

• This is a direct output indicator that measures the number of children and/or caregivers who are referred to and enabled to access HIV-related services. The data obtained from this indicator can inform cross-program planning including PMTCT, pediatric and adult HIV testing, and treatment programs.

• Learning year-2014; Report starting in FY15

Page 9: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

PEPFAR MER Introduction 2013_11_21 9

LEVEL 2 INDICATORS

Page 10: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Reminder: Distilling core indicators

• Our starting point: 6+1 domains of PEPFAR OVC programming

• Step 1: Extensive literature search• Step 2: Gaps (HES, PSS) filled through targeted research Result: >600 child/HH wellbeing questions/indicators• Step 3: Analysis against 8 criteria

Result: shorter list of questions for discussion

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Page 11: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

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Highlights of MER Outcomes Package:Data Collection for Improved Quality

• Biennial (every two years)• Greater Age Disaggregation – all indicators• Utilize trained data collections external to

service delivery– Relieve burden of front line service providers– Build on capacity of local research institutions

Page 12: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

OVC OUTCOMES PACKAGE – LEVEL 2

Outcomes Package- Quality*• % <15 whose primary caregiver knows their HIV status • % children <5 who are undernourished• % children who are too sick to participate in daily activities • % children who have a birth certificate• % children regularly attending school• % children who progressed in school during the last year• % eligible children <5 years who engaged in stimulating activities with household

members over 15 years of age• Child Protection indicator (in development)• % eligible households able to access money to meet important family needs

* See Survey Toolkit: http://www.cpc.unc.edu/measure/our-work/ovc/ovc-program-evaluation-tool-kit

Page 13: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

PEPFAR MER Introduction 2013_11_21 13

Added MER Level 2 indicators (not in current version of Survey Toolkit)

• Percent of children whose primary caregiver knows the child’s HIV status

• Child Protection Indicator (in development)

Page 14: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

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STAY TUNED FOR…

• OVC SPECIFIC MER SUPPLEMENTAL: TECHNICAL GUIDANCE FOR PLANNING AND IMPLEMENTING SPECIAL STUDIES (Forthcoming, May 2014)

• * See Survey Toolkit: http://www.cpc.unc.edu/measure/our-work/ovc/ovc-program-evaluation-tool-kit

Page 15: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator: NC.1 Percent of < 15 whose primary caregiver knows their HIV status

Indicator Type Outcome

Numerator: Number of active beneficiaries <15 years of age whose primary caregiver knows the child’s HIV status

Denominator: Number of active beneficiaries surveyed

Disaggregation(s):

Required:

Sex: male, female

Age group: <1, 1-4, 5-9, 10-14 years, 15-17

Data Source: Special Study

Data Collection Frequency: Biennially

Indicator Reference Sheet (Level 2)

Page 16: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator Reference Sheet (Level 2)

Indicator: CW.1 Percent of children <5 years of age who are undernourishedIndicator Type Outcome

Numerator: Number of active beneficiaries <5 years of age with physical growth below international growth standards

Denominator: Number of active beneficiaries <5 years of age surveyed

Disaggregation(s):

Required:

Sex: male, female

Age group: 6-11 months, 1-4 years of age

Data Source: Special Study

Data Collection Frequency: Biennially

Page 17: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator Reference Sheet (Level 2)

Indicator: CW.4 Percent of children too sick to participate in daily activitiesIndicator Type OutcomePurpose:

Numerator: Number of active beneficiaries who are too sick to participate in daily activities

Denominator: Number of active beneficiaries surveyed

Disaggregation(s):

Required:

Sex: male, female

Age group: <5 years, 5-9 years, 10-14, 15-17 years

Data Source:Special Study

Data Collection Frequency: Biennially

Page 18: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator Reference Sheet (Level 2)

Indicator: CW.9 Percent of children who have a birth certificate

Indicator Type Outcome

Numerator: Number of active beneficiaries who have a birth certificate

Denominator: Number of active beneficiaries surveyed

Disaggregation(s):

Required:

Sex: male, female

Age group: <1, 1-4, 5-9, 10-14, 15-17

Data Source: Special Study

Data Collection Frequency: Biennially

Page 19: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator Reference Sheet (Level 2)

Indicator: CW.11 Percent of children regularly attending schoolIndicator Type OutcomeNumerator: Number of active beneficiaries aged 5-17 years of age regularly attending school

Denominator: Number of active beneficiaries aged 5-17 years surveyed

Disaggregation(s):

Required: Sex: male, female Age group: 5-9 years, 10-14 years, 15-17 years Optional:

Further disaggregation by age, particularly within the 5-9 age group may be useful at the national level as often children do not begin school until the age of 6 or 7.

Data Source: Special StudyData Collection Frequency: Biennially

Page 20: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator Reference Sheet (Level 2)

Indicator: CW.12 Percent of children who progressed in school during the last year Indicator type Outcome

Numerator: Number of active beneficiaries aged 5-17 years of age who progressed in school during the last year

Denominator: Number of active beneficiaries surveyed who were enrolled in school during the previous year

Disaggregation(s):

Sex: male, female

Age group: 5-9 years, 10-14 years, 15-17 years Optional:

Further disaggregation by age, particularly within the 5-9 age group may be useful at the national level as often children do not begin school until the age of 6 or 7. It may also be useful to disaggregate by primary and secondary school.

Data Source: Special Study

Data Collection Frequency: Biennially

Page 21: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator Reference Sheet (Level 2)

Indicator: CW.13 Percent of children <5 years of age who recently engage in stimulating activities with any household member over 15 years of age

Indicator Type Outcome

Numerator:Number of active beneficiaries <5 years who have engaged in stimulating activities with any household member over 15 years of age during the last 3 days, as reported by an adult

Denominator: Number of active beneficiaries <5 surveyed

Disaggregation(s): By sex: Male, Female

By age group: 0-11 months, 12-23 months, 2-4 years

Data Source: Special Study

Data Collection Frequency: Biennially

Page 22: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator Reference Sheet (Level 2)

Indicator: HW.2 Percent of households able to access money to meet important family needs

Indicator Type Outcome

Numerator: Number of active beneficiary households able to access money to meet important family needs

Denominator: Number of households surveyed that contain at least one active beneficiary

Disaggregation(s):Optional:

Location: urban, rural

Data Source: Special Study

Data Collection Frequency: Biennially

Page 23: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

Indicator Reference Sheet (Level 2)

Indicator: CW.14 Child Protection Indicator (to be defined)

Indicator Type Outcome

Numerator:

Denominator:

Disaggregation(s):

Data Source: Special Study

Data Collection Frequency: Biennially

Page 24: OVC Monitoring, Evaluation and Reporting Strategy (“the MER”) Feb 20-21, 2014 Pretoria, South Africa OVC HQ Technical Working Group ©USAID/ Tash McCarroll

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LET’S KEEP DISCUSSING!