1. COORDINATION OF THE APP PROCESS
OverOps Annual Budget Process and Investment Review
February March/April April 4 April - May May 25
APP DEVELOPMENT
Executives decide upon
Regional Agency and Divisional EVP OverOps APPs submission
CPs complete
Allocation Allocations. issues Regional Deadline – APPs
APPs
Reviewed Finance Issues APP Field Allocation and submitted to
for
to gain input from Guidance to Campaign Targets Sharepoint site by
RFO/DRD/MQ
Regions on RDs, DRDs/ / investment RFO/DRDs/MQ
Review
special needs MQ, RFOs and CPs guidance
(March 20th)
June 26 – July 10
APP ANALYSIS and REVIEW
May 26 – June 16 June 17 - 27
OSD prepares summary budget reports
Finance reviews APPs for financial Regional Budget Meetings with
and strategic program/investment
accuracy and communicates RRA, PRG, MPI and
analyses, based on APP re-
feedback to DRDs/MQ or RFO/DRDs/MQ to brief
submissions in dialogue w/ Region.
RFOs EVP/OverOps on regional budget
PQSD reviews APPs for capacity issues
Revisions re-posted to Sharepoint. highlights and issues
(HIV and AIDS and MF Units)
September 30
June 26 – July 10 July 10 July 27 – Sept 17
APP APPROVAL
Finance informs RDs (cc to
RRA/EVP/OverOps will Finance to review
DRDs/MQ and RFOs of
discuss with DRDs/MQ, Deadline for Final consolidated FY10 and
Board approval & sends
RFOs, RDs any major issues Revisions to be re- FY11 Budgets with ELT
Budget Reconciliation
to resolve before budget submitted to Finance Board Review of FY10 and
form to CRs.
approval (Action Items from by CPs/ROs FY11 Budgets (for
Field loads BRF into Sun
budget meetings) approval)
System