For program officers and funders

You should not have to read 33 different reports to know which grantees need support.

movó turns public and grantee-approved reports, staffing signals, grant updates, conference activity, and program evidence into a portfolio view that helps program officers support grantees before renewal season.

Scope your portfolio engagement →Or scope a brief first

We scope Portfolio Intelligence around your cohort — a First Render per grantee, or one portfolio-wide lens — by conversation. Scope and terms are set with you, not off a price card. Full pricing →

What just changed in the sector

A grantee portfolio is moving even when nobody is sending updates.

Every signal below is verified against its primary source and cross-referenced against your cohort before any renewal meeting.

State drug-assistance cuts

Florida's AIDS Drug Assistance Program cut financial eligibility from 400% to 130% of the Federal Poverty Level effective March 1 2026, discontinued the premium assistance program, and reduced its formulary. Cost-sharing assistance remains available to self-insured clients with incomes up to 400% FPL.

Approximately 12,000 Floridians are projected to lose AIDS Drug Assistance Program (ADAP) coverage under the new ceiling, per the state. Premium assistance discontinued; cost-sharing assistance for self-insured clients remains up to 400% Federal Poverty Level (FPL).

Source: NASTAD ADAP Watch, February 2026 · accessed 2026-05-23

State drug-assistance cuts

Pennsylvania's AIDS Drug Assistance Program cut financial eligibility from 500% to 350% of the Federal Poverty Level for new applicants beginning October 1 2025, with current clients reassessed at next reenrollment cycle.

Roughly 1,592 Pennsylvanians are estimated newly ineligible at the lower ceiling. Current clients reassessed at next reenrollment.

Source: NASTAD ADAP Watch, February 2026 · accessed 2026-05-23

State drug-assistance cuts

Sector-wide: 10 state and territorial ADAPs forecast major deficits for fiscal year beginning April 1 2026.

NASTAD ADAP Watch February 2026 reports 44 state and territorial AIDS Drug Assistance Programs responded to its Request for Information (data collected January 20-30 2026). For the fiscal year ending March 31 2026: 5 programs reported minor deficit (<5% of budget), 5 reported major deficit (>5%). Forecasting the next fiscal year starting April 1 2026: 10 programs forecast minor deficit, 9 forecast major deficit. Zero waiting lists currently reported.

Source: NASTAD ADAP Watch, February 2026 · accessed 2026-05-23

Federal Ryan White cliff

The House Appropriations Committee's FY2026 Labor-HHS-Education bill cuts $525.4 million from the Ryan White HIV/AIDS Program, lowering total appropriation to $2 billion. The bill eliminates Part C (Early Intervention), Part D (Children/Youth/Women/Families), Part F (AIDS Education Training Centers and Dental Programs), and the Ending the HIV Epidemic initiative.

Senate markup pending. The bill would zero out Parts C, D, F and the Ending the HIV Epidemic (EHE) initiative.

Source: HIV Medicine Association news release · accessed 2026-05-23

Federal Ryan White cliff

The White House FY2026 request lowers the Ryan White HIV/AIDS Program (RWHAP) by $74 million and eliminates Part F.

The White House FY2026 budget request funds the Ryan White HIV/AIDS Program at $2.5 billion (a $74 million decrease, 3% reduction from FY2025), eliminates Part F (AIDS Education Training Centers, Dental Programs, Special Programs of National Significance demonstrations), includes $165 million for Ending the HIV Epidemic activities within Ryan White, and proposes moving the program from the Health Resources and Services Administration to a new Administration for Healthy America entity.

Source: KFF analysis · accessed 2026-05-23

Pharma landscape

The U.S. Food and Drug Administration approved lenacapavir (brand name Yeztugo) on June 18 2025 as the first and only twice-yearly subcutaneous injectable pre-exposure prophylaxis for adults and adolescents weighing at least 35 kg at risk for HIV-1 acquisition. List price: $14,109 per shot ($28,218 per person per year). Manufacturer: Gilead Sciences. Mechanism: HIV-1 capsid inhibitor.

Insurance must cover preventive services at no cost, but step therapy is permitted. Populations most affected by step-therapy gating overlap with the populations Community Health Worker (CHW) and Ryan White Part B-funded programs serve.

Source: San Francisco AIDS Foundation · accessed 2026-05-23

Litigation watch

The U.S. District Court for the District of Maine paused implementation of the HRSA 340B Rebate Model Pilot Program on December 29 2025. The U.S. Circuit Court of Appeals for the First Circuit affirmed the pause on January 7 2026 in American Hospital Association et al. v. Kennedy et al. The pilot covers 10 non-HIV drugs selected for Medicare Drug Price Negotiation Year 2026 (Eliquis, Enbrel, Farxiga, Imbruvica, Januvia, Fiasp/NovoLog, Jardiance, Stelara, Xarelto, Entresto).

Implementation of the rebate-model pilot remains paused pending appeal. Manufacturer approvals issued October 2025 are not in effect.

Source: The Pharma Force · accessed 2026-05-23

Litigation watch

Iowa's Department of Health and Human Services filed a nine-page complaint in Polk County District Court on March 6 2026, alleging that NuCara Specialty Pharmacy failed to remit more than $22 million in 340B program income generated through Iowa's AIDS Drug Assistance Program. The complaint covers eight missed monthly payments from October 2024 through January 2026. Iowa terminated the contract the same day it sued.

A 340B contract pharmacy dispute large enough to disrupt a state ADAP cash position. Worth tracking as a template other states may follow.

Source: HIV/HCV Watch · accessed 2026-05-23

Acronyms — ADAP: AIDS Drug Assistance Program. RWHAP: Ryan White HIV/AIDS Program. EHE: Ending the HIV Epidemic. FPL: Federal Poverty Level. CHW: Community Health Worker. 340B: Drug Pricing Program under section 340B of the Public Health Service Act.

Trust by default

What movó will not do.

No grantee surveillance. Public-source views use public evidence.
No back-channel scoring. Deeper views require grantee authorization.
No funder-facing view without grantee approval.
No client-level or patient data, ever.
Estimates are labeled. Unknowns stay unknown.
Every number cited. Every source named.

Portfolio readiness · sample

What do you need to know about your portfolio?

Tap a question to see how movó would surface it across your grantees. Fictional sample portfolio. Real portfolios are private.

(FICTIONAL EXAMPLE)

Birch HIV Services Coalition

Savannah, GA · HIV prevention + retention

Evidence ready

Renewal lens — Prevention activity cited; 12-month retention proven.

(FICTIONAL EXAMPLE)

Linden Health Partnership

Newark, NJ · Integrated care + behavioral health

Evidence partial

Support need — Outcomes assembly before grant due date.

(FICTIONAL EXAMPLE)

Saguaro PrEP Network

Phoenix, AZ · PrEP navigation

Evidence ready

Renewal lens — Retention proven; community-partner reach documented.

(FICTIONAL EXAMPLE)

Magnolia Community Care

Birmingham, AL · HIV/AIDS prevention, care, and housing

Evidence partial

Support need — Board narrative + funder-ready story assembly.

(FICTIONAL EXAMPLE)

Cedar Health Coalition

Detroit, MI · Workforce + outreach

Evidence gap

Support need — 12-month outcomes data; cited evidence missing.

(FICTIONAL EXAMPLE)

Willow Behavioral Health

Memphis, TN · Behavioral health + housing

Evidence ready

Renewal lens — Integrated care model documented; renewal-ready.

(FICTIONAL EXAMPLE)

Tamarack Outreach Project

Milwaukee, WI · Community outreach + testing

Evidence partial

Support need — Program story not yet aligned to numbers.

(FICTIONAL EXAMPLE)

Sycamore HIV Equity

Charlotte, NC · Health equity + prevention

Evidence ready

Renewal lens — Community trust proven; equity outcomes cited.

How it works

How a funder relationship works with movó.

Step 1

Grantee opt-in

Nothing happens without a grantee saying yes. Public-source views start from public evidence; deeper views require explicit grantee authorization. No back channels.

Step 2

Public-source first

movó starts from public filings, public program pages, and approved exports. A funder can see a defensible outside-in view without asking grantees for one more report.

Step 3

Grantee-confirmed deepening

When a grantee chooses to share more, movó assembles the cited version they will show their own board. Nothing becomes funder-facing without their approval.

What movó produces for a funder relationship

From scattered grantee evidence to a portfolio you can support.

— Portfolio readiness — see which grantees have evidence ready and which need support.

— Evidence gaps — see where reporting will fall short before renewal season.

— Support needs — see which grantees need technical assistance, not extra reporting.

— Open roles as capacity signals — staffing changes that affect grantee operating health.

— Living report review — see the same report a grantee shows their board.

— Renewal questions — the right two questions for each grantee, not 33 generic templates.

— Grantee-approved funder view — every deeper view is opt-in.

— No extra reporting burden — public-source first, grantee-confirmed second.

Patterns we have seen

What changes when scattered evidence becomes one cited story.

Pattern shown. Identifying details fictional. Real customer stories require written approval.

(FICTIONAL EXAMPLE)

Conference → 12-month attribution → funder renewal

What changed

A national HIV/AIDS service organization planning a major conference needed to prove that booth and stage conversations translated into 12-month outcomes.

What movó did

Connected QR engagement, attendee follow-up, and grant-cycle evidence into one cited brief. Tagged each conversation back to a downstream decision or outcome.

What the funder said

Approved renewal with an expanded scope. Asked for the same brief format every quarter.

(FICTIONAL EXAMPLE)

CRM transition → board readiness → grant on time

What changed

A multi-program community-health organization in the middle of a CRM transition risked missing a grant deadline because the underlying evidence was scattered across the old and new systems.

What movó did

Assembled the funder-ready story from public sources and grantee-approved exports first, while the CRM migration continued in parallel. Drafted board and funder versions from the same cited evidence.

What the funder said

Accepted the application on time. Asked for the cited evidence ledger as part of the next site visit.

(FICTIONAL EXAMPLE)

PrEP program outcomes → cited evidence → funder TA approved

What changed

A community-based prevention program could not yet show 12-month outcomes the way their funder lens required, and the next reporting cycle was 90 days away.

What movó did

Mapped the evidence gap from public-source first, then grantee-approved deeper view. Produced a cited brief that named what was ready, what was partial, and what was a true gap.

What the funder said

Approved technical assistance funding to close the gap. The next reporting cycle landed clean.

Trust by default — Public-source views use public evidence. Deeper views require grantee authorization. Nothing becomes funder-facing without approval.

Start here

Tell movó what portfolio decision is next.

Public-source first. No internal data needed to start.

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What portfolio decision are you preparing for?

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