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THIS VERSION IS A DRAFT AND HAS NOT BEEN OFFICIALLY APPROVED

AS4 : Budgeting procedure

Objective

Ensure that budgets are prepared based on clear operational objectives, to accurately reflect the financial needs of the PROCEED program, and that they are reviewed and approved by appropriate individuals.

Responsibilities

  • The RTF coordinators with the financial expert of the sector bureau are in charge of preparing the budget, to revise it if needed and to perform the request of the drawdown (see Annex AS3).
  • The administrative assistance ensures that the individuals involved in budgeting processes have the required capabilities to undertake the tasks and complete it on a timely basis.

Inputs from other processes

  • Water Points (WP) allocation (see process WS-Annex IS2)
  • New Communal Multiplication Sites (CMS) allocation (see process SWC-A1)
  • Operational plans defined by technical processes.

Budgeting

- BUDGET PREPARATION
Key tasks Prepared by Validated by Inputs Output (document) Timing / deadline
Definition of the Workplan for the year Zone task force Coordinator or Region task force expertRegional task force Coordinator WP allocation (WS)

New CMS allocation, together with the operational plan (SWC)
Yearly regional Workplan July 15th of each year
Yearly budget by sector and region

Breakdown by quarter + budget category (see AnnexAS4-A1 for template)
Region sector bureau – RTF financial expert Region sector bureau – Regional task force CoordinatorYearly Workplan) Region sector budget in excel 30 August of each year
Consolidation of regional budgets (“Region PROCEED budget”) Region BoF – financial expert Administrative and financial assistance Yearly region sector budget Region PROCEED budget (work plan annual budget)15 September of each year
- BUDGET REVISION
Key tasks Prepared by Validated by Inputs Output (document) Timing / deadline
Physical plan revision Zone task force Coordinator or Region task force expert Regional task force Coordinator Field event Physical plan revision As requested
Preparation of revised budget – sector and region Region sector bureau – financial expert Region sector bureau – Regional task force CoordinatorPhysical plan revision + last financial report Revised budget Within one month of physical plan revision request
Approval of budget revision Region sector bureau – Regional task force Coordinator Region sector bureau – Bureau Head or representative Revised budget Approved revised budget Within two weeks of revised budget receipt

Outputs

  • Annual work plan and budget with:
  • Annual Operational plans defined by technical processes.
  • Approved budget presented in the format set out in Annex Annex AS4 – A1