The document outlines the annual budget process and investment review (APP) at OverOps, including the timeline and responsibilities from APP development through approval. Key dates include April 4 for APP submissions, June 26-July 10 for analysis and regional budget meetings, and September 30 for final board approval and communication of the approved budget. The process involves allocation reviews, APP submissions by regions and divisions, analysis by finance and other teams, and executive-level discussions and approval.

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