CDC P4 PPP Toolkit

CDC P4 has developed the CDC P4 PPP Toolkit with the aim to ensure U.S. government public health PPPs are maximizing their impact and results towards achieving PEPFAR goals. Also the toolkit was designed to enhance the effectiveness of the menu of services that CDC P4 offers to OGAC, CDC and PPP partners. The project team continuously edits and updates the toolkit’s templates, guidelines and plans to offer solutions to evolving requirements of PEPFAR’s PPP models. Templates and guidelines are available for download below.


I.    PPP Management Tools

A.      MOU Template for PPPs 

Overview: To establish the terms of the agreement between all parties to the PPP including, describing the partnership goals and objectives, outlining roles and responsibilities, resource contribution, the governance structure, and the period of performance.

B.      CDC P4 PPP Orientation Guide New Pic

Overview: Provides guidance to new implementing partners on issues related to the implementation of CDC-awarded and Cardno-administered PPPs. The document highlights partner roles and responsibilities, subcontract and subrecipient policies, payment policies, strategic communications, reporting requirements, partner contributions tracking, subrecipient monitoring and monitoring and evaluation.

C.      PPP Governance Framework Template  New Pic

Overview: Provides guidance to PPPs on issues related to roles and responsibilities of key partners, contractor approval process, subcontractor and partner approval processes, communications, deliverables, contributions tracking, risk management, monitoring and evaluation, and relationship engagement with public partners (Ministry of Health), and other agencies.

D.      CDC P4 Quarterly Report Template

Overview: Assist subrecipient implementing partners to report most recent and relevant achievements, knowledge and data during reporting period.

E.      Travel Approval Request Form

Overview: Provide an expedient format for subrecipients to request approval for PEPFAR-funded travel.

F.      Subrecipient Trip Report Template

Overview: Report on results gained from trip towards program objectives.

G.      PPP Close-Out Report Template New Pic

Overview: Assist implementing partners efficiently closing out program and financial activities according to government guidelines.


II.    PPP Strategic Communications Tools

A.      Branding Guidelines

Overview: Guide in the creation of universal standards that govern the protection and application of a PPP’s brand identity for the achievement of programmatic and communications objectives.

B.      Communications Strategy & Monitoring Plan Template

Overview: Provides guidance on developing a strategy that supports the communications objectives, including target audience definition, key message creation and communications tool and channel selection of a PPP.


III.    PPP Financial Management Tools

A.      Subrecipient Risk Assessment Matrix

Overview: Assist Cardno to conduct a risk assessment of all PPP subrecipients it manages under CDC P4. It aims to help subrecipients comply with U.S. Government laws and regulations and strengthen internal controls.

B.      Subrecipient Self-Assessment Survey

Overview: Provide guidance to subrecipients on assessing their financial risk for Cardno’s reporting requirements as Global Secretariat.

C.      Subrecipient Audit Checklist

Overview: Guide Cardno in auditing subrecipient’s financial management of resources contributed through PPP.

D.      Guidance Note on Tracking the Contributions of Participating Stakeholders to PPPs

Overview: Assist the PPP partners in receiving and/or facilitating the inflow of cash and in-kind contributions to PPPs supported by Cardno.

E.      Quick Reference Guide: Tracking the Contributions of Participating Stakeholders to PPPs

Overview: Provide concise summary of Contributions Tracking Tool and Guidance Note to simplify application.

F.      CDC P4 Contributions Tracking Tool

Overview: Facilitate the tracking of contributions of participating stakeholders to PPPs.


IV.    PPP Monitoring and Evaluation Tools


A.      M&E Plan for PPPs Excerpt   New Pic

Overview: This document provides general guidance on PPP performance monitoring and reporting. It highlights PPPs guidance on developing a results framework, stakeholder mapping, diagram that conveys cause and effect linkages between a series of outcomes and impact that forms the basis for strategic planning and evaluation.

B.      CDC P4 Standardized Log Frame New Pic

Overview: Illustrate how a logical framework links intended program outcomes with activities and indicators of success with sample information.

C.      CDC P4 PMP Template New Pic

Overview: Illustrate how a PMP can be completed to organize performance management tasks and data over the life of a program. Examples of three types of data are provided for PPP partners to get an idea of how they would track and report against them.


V.    PPP Closeout & Transition Tools

A.      PPP Close-Out Report Template New Pic

Overview: Assist implementing partners efficiently closing out program and financial activities according to government guidelines.

B.      PPP Transition Plan Matrix New Pic

Overview: Cardno recognizes that there is no one-size-fits-all exit plan; rather, exit plans need to be tailored from the start of each public-private partnership (PPP) to plan for transition to local ownership and financing.  This tool helps to guide Cardno-managed PPPs to better align exit strategies with PPP goals to the program and country context. MOH and Country CDC Offices approve final Exit Plan.


Contact: For information on the CDC P4 PPP Toolkit and how to adopt it for your PPP, contact Vance Whitfield at We welcome your comments and feedback.