Monitoring and Evaluation Consultancy-Development of the South African Global Fund Request for Funding (RFF)

Monitoring and Evaluation Consultancy-Development of the South African Global Fund Request for Funding (RFF)

Monitoring and Evaluation Consultancy-Development of the South African Global Fund Request for Funding (RFF)

  • Date Posted

    2 months ago

  • Apply Before

    31 Dec, 2023

Terms of Reference: Monitoring and Evaluation Consultancy-Development of the South African Global Fund Request for Funding (RFF) (1 April 2025-31 March 2028)


The South African National AIDS Council (SANAC) brings together government, civil society and the private sector to create a collective response to HIV, TB and STIs in South Africa. SANAC released the fifth National Strategic Plan (NSP) for HIV, Tuberculosis (TB) and Sexually Transmitted Infections (STIs) in 2023. This five-year plan (2023–2028), guides the multi-sectoral implementation of strategies to mitigate the impact of HIV, TB and STIs. 

International donors such as Global Fund (GF) support the implementation of the National Strategic Plan in SA, amongst others. The GF grant is coordinated through the Global Fund Country Co-ordinating Mechanism (GF CCM), which is a SANAC-hosted body set up to raise funds from the Global Fund to Fight AIDS, TB and Malaria (Global Fund). As part of its function, the CCM oversees the development and submission of a request for funding proposal to the Global Fund (GF) every three year cycle. 

Based on the Global Fund Board’s decision in December 2022 on the funding available for the period 2025-2028. South Africa has been allocated 536 040,497 USD for HIV, tuberculosis and building resilient and sustainable systems for health (RSSH). The allocation amounts for all countries have been determined according to a methodology approved by the Global Fund Board, primarily based on disease burden and income level. South Africa is classified as an upper-middle-income country.

A technical team comprising of in-country and external TB and HIV experts is being identified to assist in the development of the funding request. Additional technical assistance for the HIV Funding Request Technical Task Teams (TTT) are required to ensure that all elements of the HIV components are consistent and sound.

Purpose of the Monitoring and Evaluation Consultancy

In conjunction with the SA GF CCM, and the SANAC Secretariat team, the consultancy will lead the writing of the M&E component of the RFF. The RFF proposal should be in accordance with the GF Allocation Letter, which stipulates that South Africa has been invited to submit a request for funding for 536,040,497 USD over three years (1 April 2025 to 31 March 2028). 

The M&E Consultancy will work in collaboration with other writers, the expert consultants and   TTTs,  RFF subcommittee, the CCM, the SANAC Secretariat to participate in stakeholder consultations and in TTTs that will be involved in the RFF writing process. The aim of the consultations will be to understand the direction and intention of the country where evidence will be reviewed, priorities identified within what the evidence shows and the details of programme content and implementation arrangements finalised.

The consultancy will be ultimately responsible for the development of the Programmatic Gap Table, M&E Plan and the Performance Framework with all the necessary detail for all Principal Recipients (PRs), which form key appendices to the main RFF document. 

The consultant will bring to the M&E design, programme design process previous experience from developing and writing successful integrated, multi-sectoral, proposals involving several stakeholders for institutional donors. It is desirable that the consultant also brings a good understanding of issues relating to M&E; key populations and Resilient Sustainable Systems of Health ( RSSH).  

Regular briefing of the CCM and its RFF Subcommittee will be an integral component of the RFF development process. The successful candidate will need to meet all the requirements as set out in this Terms of Reference ( ToR). Prospective bidders must be able to provide adequate information proving that he/she will be able to satisfy the CCM’s set requirements. The request for funding (RFF) has to be a full review that contains a comprehensive overall review of M&E; program’s approach and strategic priorities. 


The main deliverable is a timeously completed high quality GF RFF for HIV, TB and Resilient and Sustainable Systems for Health (RSSH) (1 April 2025 to 31 March 2028) that includes all the necessary attachments completed fully and to the highest quality in support of the main RFF document. 

Other deliverables include:

  1. Development of  the Programmatic Gap Table,
  2. Development of the grant Performance Framework 
  3. Ensuring alignment of the M&E Plan with the main RFF document.
  4. All document must refer to current M&E researches; Population Size Estimates and studies
  5. Develop the logical framework, together with input from the lead technical team, which will guide the costing and budgeting process.

Scope of Work:

  1. Review of all relevant documents that will be used to inform the Programmatic Gap Table and the Performance Framework and other chapters of the RFF as appropriate. This will include (but not limited to)The GF allocation letteGF policies and guidance documents for applicants
  2. The National Strategic Plan for HIV, TB and STIs 2023-2028 with its monitoring and evaluation plan
  3. Mid- Term Reviews of the NSP
  4. Provincial and Multi-sectoral District Implementation Plans for 2023-2028
  5. More recent research findings and updates to work done in the NSP e.g. UNAIDS prevention coalition
  6. Current GF grant proposal and all updates of progress (from various oversight and CCM documents)
  7. GF grant evaluations
  8. Performance framework of current GF grant, understanding all the challenges and changes that have been made during implementation
  9. Review national datasets that relate to work being done in the current GF grant to update a programmatic gap table of existing work 
  10. Use information from the above documents and work with the lead writer to prepare an initial programmatic gap analysis with an up to date programmatic gap table for review by the CCM 
  11. After CCM input, work with the lead technical team, to prepare a combined gap analysis to be used for   national consultations
  12. Participate in consultations, dialogues and technical task teams to facilitate discussions and capture input from stakeholders, as per work plan.
  13. Participate in CCM meetings, GF RFF subcommittee meetings, dialogues/consultations and TWG meetings to accurately capture the comprehensive overall picture being built up as well as the details in the Programmatic Gap Table and the Performance Framework.
  14. Lead the M&E task team that work with all technical teams to identify the initial list of indicators and targets for the chosen programme focus areas and develop the first draft of the Programmatic gap table, the Performance framework and the M& E plan.
  15. Work with the GF country team, all the Principal recipients and other stakeholders at national, provincial and district level to develop a full draft of the Programmatic Gap Table, Performance Framework and M&E Plan based on agreed implementation arrangements and district specific data.        
  16. Prepare presentations and communication pieces to various stakeholders.

Qualifications and experience

  1. Post graduate degree in public health, development studies, public policy, social sciences or other relevant field. 
  2. Additional courses and qualification focusing on M&E will be an added advantage
  3. Extensive knowledge of the HIV and TB epidemics and RSSH in SA
  4. Strong understanding of M&E on of HIV and TB programming, including the need to focus on gender issues, key populations and human rights to meet GF requirements.
  5. At least five years’ experience with the participatory strategic planning processes.
  6. Experience in leading or being a major contributor to the development of M&E evaluation frameworks and plans for HIV and TB programmes at a national level in SA. 
  7. Previous experience in the contribution to the development of GF requests for funding, especially in the new format, will be an added advantage.

Other competencies

  • Strong analytical and strategic programming skillsOutstanding communication and facilitation skills
  • Highly proficient in Microsoft word and Excel with excellent attention to details.
  • Proficiency in oral and written English.
  • Ability to work under pressure
  • Ability to travel in and around South Africa

Timelines and commitment:


The consultant will be supervised by the Lead Writer; Support Writer and RFF Lead Co-ordinator: who will work closely with the consultant to discuss the work and the review drafts and the final product.  

Proposal Format  

A detailed CV in response to this ToR is due on 31 December  2023 by 09h00 containing all the information required to evaluate the bid against the requirements stipulated in these terms of reference document. Please send your proposals to   the following should be attached to the proposal as annexures:

i) Annexure A: Summary of experience. Please attach CVs of proposed team members, where applicable which show the range of similar assignments they have undertaken and the size of these assignments, three letters of reference or other means of verifying experience

ii) Annexure B: Summary details of proposed team 

iii) Annexure C: Consultant/Company Profile

iv) Annexure D: Tax Clearance Verification

v)   Annexure E: Recent Central Supplier Database (CSD)

vi) Annexure F: Pricing information. Price proposals should include VAT and should be fully inclusive of ALL costs ( including travel) to deliver the outputs indicated in the terms of reference. Budget notes should be provided to justify costs.

Criteria for Selection 

The selection of the best offer will be based on the combined scoring method: (the qualifications and experience will be weighted 80%, combined with the price offer, which will be weighted 20%).

  • The CV or Profile demonstrates clear process knowledge and experience for delivering high quality products in line with the ToR (80%).
  • Financial proposal (20%).
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