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

Purpose: 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.      PPP Orientation Guide 

Purpose: Provide guidance on key issues and risks to be considered at the start of implementation.

C.      CDC P4 Quarterly Report Template

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

D.      Travel Approval Request Form

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

E.      Subrecipient Trip Report Template

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

F.      PPP Close-Out Report Template

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


II.    PPP Strategic Communications Tools

A.    Branding Guidelines

Purpose: 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.

III.    PPP Financial Management Tools

A.      Subrecipient Risk Assessment Matrix

Purpose: 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

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

C.      Subrecipient Audit Checklist

Purpose: 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

Purpose: 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

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

F.      CDC P4 Contributions Tracking Tool

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


IV.    PPP Monitoring and Evaluation Tools

The following templates provide CDC P4-supported PPPs guidance on planning for monitoring and evaluation as well as monitoring tools to capture and quantify their contributions to health outcomes throughout the life of the PPP, as well as document lessons learned on PPP implementation for evaluation.

These tools allow for a) continuously monitoring for adaptive management, ensuring specific project targets are being met and to understand what challenges and successes emerge throughout implementation; b) flow of data from the project level to the CDC level and provide guidance to supported PPPs regarding reporting expectations, timelines, templates and plans for data collection; and c) standardized performance metrics that will allow for a level of aggregation across PPPs; and d) support to a robust knowledge management platform with best practices and knowledge on PPP models collected.


M & E Planning Tools

A.      Results Framework

Purpose: This document provides PPPs guidance on developing a Results Framework diagram that conveys cause and effect linkages between a series of outcomes and impact that forms the basis for strategic planning and evaluation.

B.      Stakeholder Analysis Mapping

Purpose: Lead readers through an exercise of developing network maps, a stakeholder identification matrix and strategies to manage these stakeholder relationships in order to categorize them according to their level of influence and contribution to PPP activities either directly or indirectly.

C.      Logical Framework

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


Monitoring Tools

A.      Performance Monitoring Plan (PMP)

Purpose: 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.

B.      Quarterly Report

Purpose: Provide an understanding of how the Quarterly Report combines PMP data with narrative, open ended questions and financial tracking to streamline PPP reporting.


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