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Procurement and Supply Chain Management (PSCM) Section of the Progress Update

Reporting requirements are different for each of the portfolio categories:

  • Focused countries are required to submit an annual PU/DR.
  • Core and high-impact countries must submit two progress updates per year: one mid-year PU and one yearly full PU/DR.

All portfolios that include the procurement and supply chain management of health products are required to complete the PSCM Section of the Progress Update.

There are three sub-sections in this worksheet:

  1. Up-date on completeness of entries in PQR compared to the confirmed orders for health products associated with the 10 required Product Categories.

    Please refer to the Procurement and Supply Management section of this manual for detailed information on what should be reported in PQR.

  2. Analysis of stock status to determine the risks of stock outs and/or expiries in the upcoming reporting period.

    There are six product categories against which the PR must report – anti-malarial medicines, anti-tuberculosis medicines (main first, and second line formulations), antiretroviral medicines (for core/main ARV products used to treat 70% of the people on treatment), In-Vitro Diagnostic Products (core/main products only), Condoms (male & female), Lab supplies (e.g., CD4, Viral Load, Cartridges…), and Other.

    The category ‘Other’ includes other products that are procured which either represent a significant expenditure for the grant and/or are critical for achieving the program goals and objectives as determined by the Global Fund (e.g., needles and syringes, methadone in programs for opioid substitution therapy; insecticides for IRS, etc.). The product description is specified in the comment section.

    If any risks are identified, the PR must provide additional contextual information on specific items at risk of stock-out and/or expiry and briefly outline the mitigation measures in place or to be implemented in the ‘PR comments’ column.

    The specific products within each product category should be agreed through dialogue between the Global Fund and the PR.

    Stock status monitoring is an ongoing activity which is essential for the proper inventory management across the supply chain. For this analysis, the PR is required to use the most up-to-date stock status data. Stock status data generally includes the following information:

    • Stock on Hand (SoH) report: This is the aggregate quantity of usable stock available at the central level (at a minimum) covering all funding sources.
    • Average Monthly Consumption (AMC): This is the average quantity of a health product consumed per month calculated based on the analysis of the reported total consumption in the past (normally calculated for a period of six to 12 months) appropriately adjusted to reflect future demand levels.
    • Quantity on Order (and expected delivery dates) / Pipeline data: This is the aggregate quantity of stock with confirmed purchase orders issued to suppliers(s) by one or more funding sources.
    • Months of Stock (MoS): This is the stock on hand, with useable shelf-life, plus the quantity on order which is expressed in the estimated number of months of service coverage based on the AMC.
    • Expiry date: Expiry date for each batch of a product in stock is shown.

    These different sets of data are usually collated into a single stock status report.

  3. Additional information

The PR is required to comment on any additional issue(s) or information that could impact program implementation, in the coming reporting period and highlight any mitigation measure already in place or to be implemented. This could include data triangulation across key performance indicators and consumption data, any challenges impacting on proper management of health products, (e.g., any programmatic delays, regimen changes, human resources) or any delays in health products management activities that could impact on program performance.

During 2023, the Global Fund is planning to enhance the PSCM section to include additional reporting requirements related to:

  • Quantification and Forecasting
  • Grant Procurement Planning Performance
  • Central Stock (Stocked to Plan)

Once the details related to these reporting requirements are known, additional information and guidance will be incorporated into this section.

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