Purpose

The checklists included in this article outline practical steps that users at each stage of the PEPFAR Budget and Projected Expenditure workflow must take to ensure data entry, accuracy, and completeness.

Workflow in DATIM

Budget and projected expenditure data will pass through an approval workflow in DATIM.  This workflow is shown in the diagram below and the responsibilities of users at each level are described in sequence.

Note: The Interagency user in DATIM is not included in this workflow.

 

 

Implementing Partners

Summary of responsibilities

• Complete the PEPFAR Budget and Projected Expenditure template in Excel
• Upload the PEPFAR Budget and Projected Expenditure template to DATIM via the ERB Processor app
• Submit the PEPFAR Budget and Projected Expenditure template mechanism in DATIM via the Data Approval app

Checklist for reviewing data

• IPs should use the "Checklist Before Submitting COP22 PEPFAR Budget and Projected Expenditure Template – Implementing Partners" attached to this article to verify the accuracy of data entry and submission.

Other resources

• Instructions for IP Users: Filling out the Template, DATIM Submission, and Error Resolution

Agency Field/AORs/CORs

Summary of responsibilities

• Review the PEPFAR Budget and Projected Expenditure template for accuracy and completeness via the ERB Processor app
• Accept and submit or reject the PEPFAR Budget and Projected Expenditure template mechanism in DATIM via the Data Approval app

Checklist for reviewing data

• Agency Field users should use the "Checklist for Reviewing PEPFAR Budget and Projected Expenditure Data- Agency Field User" attached to this article to verify the accuracy of an IP's submission.

Other resources 

• Instructions for Agency Field Users: Reviewing, Approving or Rejecting PEPFAR Budget and Projected Expenditure Template Data

Agency HQ

Summary of responsibilities

• Review budget and projected expenditure data for accuracy and alignment to program and strategy
• Accept and submit or reject the PEPFAR Budget and Projected Expenditure template mechanism in DATIM via the Data Approval app
• Agency HQ users may utilize the same resources listed above for reviewing and approving or rejecting the budget and projected expenditure data

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