“Progress Update /
Disbursement Request”
(PU/DR)
PSM Section
PSM section, R-7 Malaria
Sept 17,2011
Progress Update / Disbursement Request
(PU/DR)
• The ongoing progress update and disbursement
request (PU/DR) is both a progress report on the
latest completed period of program implementation
and a request for funds for the following period of
implementation.
• Its purpose is to provide an update of the
programmatic and financial progress of a Global
Fund-financed grant, as well as an update on
fulfillment of conditions precedent, management
actions and other requirements.
PU/DR submission & verification schedule
• The SR is required to submit the PU/DR to the PR
within 20 calendar days from the closing date of the
relevant progress update period.
• All sections of PR unit will complete the desk within
03 days after the receipt of the PU/DR.
• Feedback to the SRs (if any). 01 day
• SRs response on the PRs observation (if any).03 days
• Verification by the PR team (all sections). 02 days
delay in process = delay in disbursement
Procurement and Supply Management
(PSM)
Overall Purpose;
This section provides an update on PSM issues;
1. Status of reporting in the Price and Quality
Reporting (PQR) of the procurement of certain
pharmaceuticals and health products;
2. Risks of stock-out of pharmaceuticals and health
products.
3. Any issues related to PSM of pharmaceuticals
and health products.
Price and Quality Reporting (PQR)
• The PQR Tool is a web-based system used by TGF to
collect transaction level procurement information
from PR on key health products. The system’s goals
are to:
• Communicate market information to PR,
• Improve transparency,
• Enable TGF to monitor adherence to it’s Quality
Assurance Policy,
• Help TGF and its partners to better understand and
influence the market for pharmaceutical products
1. General Guidance on PQR Data Entry
• The update of the PQR system with complete
and accurate procurement related data is a
prerequisite for any disbursement decision.
• The pharmaceuticals and health products to be
reported in the PQR include ACTs , RDTs &
(LLINs).
• The PSM section is ultimately accountable for the
accuracy and completeness of procurement
information for the grant in the PQR system.
• Upon agreement with the PR, this data can be
entered in the PQR directly by SRs receiving
products and invoices.
1.
SR-Procurement Info
Quantity
S.No Particulars Opening
balance at
the start of
quarter
Balance at
Received Utilization
end of
in quarter in quarter
quarter
1 LLIN's
100
5,800
580
5,320
2 ACT's
39
500
198
341
3 RDT's
12
5,050
1,763
3,299
4 Others
0
0
0
0
5
Fixed
Assets
No
Remarks/
Comment
SR to maintain the district / facility level stocks
SR supply management at district level
Particulars
Opening
balance
(quarter)
Received in
quarter
Utilized in
quarter
End Balance
(quarter)
Comments
ACTs
10
25
10
25
Ok
RDTs
100
250
150
200
Stocks to be
replenished
LLINs
1000
5000
1000
5000
Ok
Others
• Gimsa
0.1 ltr
1 ltr
Fixed
Assets
•Laptop
Nil
1
SR supply management at facility level in
the district
• Monthly stock records should be maintained.
– Balance at the start of month
– Stocks delivered during the month
– Stock utilized during the month
– Balance at the end of month
Reallocation of stocks within the district / facility
will help to avoid the stock outs
2.Risks of stock-out of Pharmaceuticals and health
products in the next period of implementation.
• This information will help PR to measure the level
of risk of program implementation delays and
treatment interruption, and highlight the need
for any action to mitigate the risk.
• The SR should describe risks of stock-out of key
Pharmaceuticals and health products at the
regional / district level of the grant in the next
period of implementation by taking into account
the most up-to-date stock levels, consumption,
forecasts and procurement planning.
2.Risks of stock-out of key Pharmaceuticals
and health products in the next period of
implementation.
• In cases where the described risk is substantial,
the SR should indicate any mitigating measures
taken or planned.
NOTE:Any scale-up or program acceleration plans need to
be taken into account when assessing this risk.
Steps taken by PR
• Based on the most up-to-date information on
stocks at the provincial / district level of the
grant, consumption forecasts or, in their absence,
other best information available to the PR, the PR
should comment on the reasonableness of the
SR’s description of risks of stock-outs and actions
taken to address them.
• No additional fieldwork is required unless
specifically requested by the
authorities.
Steps taken by PR
• In cases where major risks are present the PR
should describe the risks in the PR Findings
and Recommendations Section, and make
actionable recommendations to improve
forecasting and procurement.
• The PR should discuss identified issues and
recommendations with the SR.
3. Additional issues related to procurement
and supply management.
• The SR should raise any issue(s) or information
on the procurement and supply management
of pharmaceuticals and health products that
could impact program implementation.
Steps taken by PR
• The PR should comment on any additional
issues related to the procurement and supply
management of pharmaceuticals and health
products.
• It should assess the impact of these issues
(current and/or future) on program
implementation.