If you have not received your UEI number yet, please access the SAM.gov website to retrieve it. The template and DATIM system have new validations that will confirm that will replace existing validations for the DUNS number. Therefore, in COP22, the “Metadata and Error Checks” tab of the PEPFAR Budget and Projected Expenditure template will require you to input your newly assigned UEI number, rather than your DUNS. On April 4, 2022, SAM.gov announced they will be retiring the Data Universal Numbering System (DUNS) and using a new identification number, the Unique Entity Identifier (UEI) number.

COP21 and COP22’s work plan budget process is a continuation of this work plan budget process and does not substantially change the process that was implemented last year. COP budget development according to the PEPFAR financial classification was introduced during COP/ROP 19, and work plan budgets arrayed according to the PEPFAR financial classification was introduced during were introduced in COP20. Expenditure reporting according to the PEPFAR financial classification was introduced for COP17/FY18. This was done to ensure consistency of financial information by using the same PEPFAR financial classification for COP budget formulation, budget execution and expenditure reporting. Starting in COP20, OGAC required work plan budgets to be submitted in a standard template known as the PEPFAR Budget and Projected Expenditure Template. Work plans consist of program narratives, budgets, and budget narratives. The objective of OGAC’s review of work plans is to ensure that planned activities of the implementing mechanisms (IM) are aligned with the strategic direction and programs agreed to in the annual country or regional operating plans (COP/ROP). In 2018, OGAC started collecting work plans of PEPFAR funded activities as part of its oversight responsibilities.

Work plan and budget template