Part I - World Health Organization
Contents
1. eem o ges ee eS 2 m C D E 1 12 1000 1 2 3 4 5 6 7 8 9 pP J dod ox ui ee ee 380 eg ed eee ee ws If by any chance automatic calculations are not happening do the following go to the Tools menu then select Options and then select Calculation Tools Options Calculation Make sure that the option automatic is selected otherwise you may press the F9 key to refresh the calculations manually If this message appears when you enter a number into a cell do the following The values that can be entered in some parts of the tool have in some cases been deliberately restricted This is to try to prevent incorrect data being entered If you are sure that the data that you want to enter make sense are correct then you will need to undo the restriction that has been imposed on these cells You can do this by highlighting the relevant cells using the mouse then go to the Data menu choose Validation and then make sure that any value is the option selected under the heading validation criteria Data Validation PLANNING AND BUDGETING TOOL USER MANUAL 36 Dragging values When you want to enter the same value more than once you dont across a row and down a column need to keep typing in the same number or formula You can simply use the mouse to drag the same value or fo2. 7 8535 8 15335 Training for PPMUISTC 8 Eaa Tanini 10 15 2 2 2 Training ACSM and civil society Please include in this section the general training on TE control as w 11 15 2 2 3 International training the training on new Skills i e training that is specific For instance PPM PAL CTBC or TBIHIY A Cut ag Baste Paste Special 2011 2012 session 25 25 iring per diem per session 25 EE 25 amp per day 4 0 x t Delete participant 30 rage per course er day Facilitator iring hotel typical per session Clear Contents 228 Format Cells Row Height per day per person amp per day Hide Unhide Lipeining ceremony amp Miscellaneous Secretariat Cost of trzi A B C n E F G 1 Objective 1 Pursue high quality DOTS expansion and enhancement BUDGET METHOD Detailed 2 1 5 3 3 HRD Training and other aspects of human resource development 3 15 2 21Training For patient care and programme management m 153 32 Training For di 22 Completed 15 223 Training E E 7 8 Latas Training for PAL 4 2 17 Training Please include in this section the general training on control well 11 15 3 2 3 International training the training on new skills Le training that is specific For instance For 2 15 2210 Other training PPM
3. C HN E CAN Rc DF ME 4 1 dede P d 2 Data regui emen S 4 3 Who should fill in the 5 HANGS ON Ie TOD enaa a eE anai 541 EROUEDO MS EE E E E dE E T EAE Th 5 2 Enable macros and choose the correct security 5 10 5 3 Start navigating Welcome page and emm 5 4 Need to customize the intervention 151111 AEL EM M IPC MEME 5 5 p 7 p 8 p 11 p 11 p 11 p 13 p 13 p 16 p 21 p 21 p 22 p 22 p 23 p 23 p 24 p 25 35 p 45 PLANNING AND BUDGETING TOOL USER MANUAL 4 Acknowledgements This manual was produced by In s Garcia Baena Overall coordination was provided by Katherine Floyd The manual was produced under the overall guidance of Marcos Espinal Executive Secretary of The Stop TB Partnership The manual was peer reviewed tested or edited by Pamela Baillie Victoria Birungi Christopher Fitzpatrick Katherine Floyd Andrea Pantoja and Suzanne Scheele The cover was designed by Tom Hiatt Original pictures WHO TDR Crump Contacts for user support Christ
4. 14 FEF irii has oma hee F oe E disA T bir 1 il ji EP hiim 1 wer ore Fo ge F F P r r api bah d Bm Ld OUT ee biw ip Ig De ee 4 rele N 5 Calculations masa b arom 1 ant arx in purple E a n n n n n a a Not to be changed WHO annually updates default data in worksheets such as epibyregion that feed into the intervention worksheets While users can modify default data within intervention worksheets the original epidemiology or financial data usually hidden should not be modified by the users PLANNING AND BUDGETING TOOL USER MANUAL 14 B Cost values for some interventions estimated by the Global Plan or by other sources for example cost of GDF drugs Figure 6 cost of office equipment cost of some PPM and PAL inputs cost of a laboratory package Figure 6 First line drugs for category and 111 patients cost of GDF drugs WHO StopTB ie ing for TE Control LI mee Ubjective 1 Pursue high quality 00
5. Health pepducts and health equipment and pharmaceutical products and managemen costs d tafireueture and equip se pion manera ig l J Meesering ated evaluation __ ee ee a cherie as OC A 1 06n a D Other e Je J J Jee 1 bg Global Fund cost ciregafier 8 l 18 ji 7T Global Fund Generic Cost Categories 7 Status of work done Planning and budgeting takes time and you probably will need to revise your data before work is complete To monitor your progress you may use the status button Figure 22 to evaluate the completion of planning and budgeting for each intervention Figure 22 The status button STATUS This in turn will be reflected at the status bar in the Welcome Page Figure 8 8 Back to Menu You might need to go back to the Welcome Page and to navigate to other pages of the tool Please use the Menu button Back to Menu TIT PLANNING AND BUDGETING TOOL USER MANUAL 33 Box 5 Using WHO TB P amp B to apply for a Global Fund grant The WHO TB P amp B is primarily designed to set out a comprehensive national plan and budget for TB control including identification of sources o
6. List of abbreviations ACSM advocacy communication and social mobilization ARI annual risk of infection ART antiretroviral therapy CTBC community involvement in tuberculosis care and prevention CPT co trimoxazole preventive therapy COPD chronic obstructive pulmonary disease DOTS the basic package that underpins the Stop TB Strategy DST drug susceptibility testing DTP diphtheria pertussis whooping cough and tetanus vaccination GNI gross national Income GF Global Fund GCC Generic Cost Category GLC Green Light Committee HIV human immune deficiency virus HIV AIDS human immune deficiency virus acquired immune deficiency syndrome IC infection control IPT amp E monitoring and evaluation KAP knowledge attitude amp practice surveys MDG Millennium Development Goal MDR multidrug resistant TB MOH Ministry of Health NSA national strategy application to the Global Fund NGO non governmental organization NTP national TB programme OR operational research PAL practical approach to lung health P amp B TB planning and budgeting tool PDR People s Democratic Republic PLWHA or PLWA people living with HIV AIDS PPM public private public public mix PMTCT prevention of mother to child transmission R amp R recording and reporting STB Stop TB TB tuberculosis TBCAP Tuberculosis Coalition for Technical Assistance TRP technical review panel UN United Nations PLANNING AND BUDGETING TOOL USER MANUAL 2 UNAI
7. 47316 A RS 17 r 198 LE aua in UN 3 1 gan ri pact of 10 eem Img n 3 5 Key Features 7 2 A The tool is structured according to the major components and subcomponents of the Stop TB Strategy Figure 1 and includes default values that are consistent with the targets set in the Global Plan It is also consistent with the Global Fund s definition of the 17 Service Delivery Areas It produces a standard set of summary tables and figures including summary tables by Generic Cost Categories that are needed for Global Fund grant proposals The content of the tool is indexed in the Welcome Page it includes e Menu system to choose your country e Menu system to choose which component of TB control to plan and budget for e Status bar e User guide that includes a colour code scheme e Application options feature for un protecting or protecting sheets displaying row and column headers displaying worksheet headers and showing or hiding background data mentioned above e Summary tables and figures PLANNING AND BUDGETING TOOL USER MANUAL 16 The following is an explanation of each of the above items 3 5 1 Menu system to choose your country In the Welcome Page you will find a scroll down button that allows you to choose your country Figure 8 Figure 8 Menu system to choose your country in the Welcom
8. so that the same formulae is used for all other years Drag the new formulae of the sub total to all years To start planning and budgeting for each of the interventions you may consult User manual PART Il Planning amp Budgeting Tool for Tuberculosis Control User manua Geneva December 2009 PLANNING AND BUDGETING TOOL USER MANUAL 44 Annex Glossary Box 7 Definitions of terms used within the Planning and Budgeting Tool Activities Available Funding Budget Financing Funding Gap Input Price Input Quantity Intervention Intervention cost Objective Planning Unit Cost In order to budget for an intervention you will provide unit costs and quantities for a number of activities Ex Activities for Patient Support are 1 3 1 Situation analysis 1 3 2 Incentives Financial resources available for an intervention from central provincial and local government as well as loans The Global Fund to Fight AIDS Tuberculosis and Malaria and other grants The total sum of money needed to undertake an activity and intervention Financial resources available for relevant activities interventions Calculated by subtracting total funding expected to be received from the total cost Amount of money for which input is bought or sold Quantity required for the activity detailed method or quantity required for the intervention quick method Refers to measures to implement the Stop TB strategy The i
9. titles insert tables and modify subtotals So here are some examples to refresh your Excel skills Example 1 Inserting lines modifying row titles modifying subtotals 1 Open your copy of the tool you have saved in your computer 2 Show tabs show row column headers and unprotect all sheets 3 Go to 1 5 3 3 HRD Training and other aspects of human resource development 4 Imagine you have the following data as on figure 23 on training for patient care and programme management i e Cost of training in 2008 2009 and 2012 is US 4850 Figure 23 Completing and inserting lines in Training for patient care and programme management L LI E F LA EN Objective 1 Pursue high quality DOTS expansion and enhancement BUDGET METHOD Detailed 1 5 3 3 HRD Training and other aspects of human resource development STATUS Completed 9 15 2 2 1 Training for patient care and programme management 15 2 2 2 Training Far diagnosis 15 2 3 2 Training For 15334 Training for 15 235 Training for PAJ 15336 Training for 15 2 2 7 Training Far community inolement 15 228 Training ACSM and civil zaciety Please include in this section the general training on TB control as 5 15 2 23 International training the training on new Skills i e training that iz specific For instance fo 15 2 3110 Other training PPM PAL CTBC MDHR TE or THIHIY id 15 2 3232 Other aspects of HAD
10. typical session Cost of international training q mber of international sessions to 2 fer of days ig Tor this training average session Sethe participant and day ast of air fare per participant Move the mouse to the ast of fees per participant number of the row where ther costs specify typical per session the table is going to be ost of international training inserted press the right button of the mouse and cells The table needs to 2 Athar training be inserted before the sub total of this sub activity International training 9 Include the total of the new training table in the total cost of this activity i e in the total of international training PLANNING AND BUDGETING TOOL USER MANUAL 43 eet poss pie Ceres et aes ane j ETH m SR e COS e CHND RAD 4501 9804 en PN 10 000 t International training of laboratory personnel for Molecular Number of international sessions to assist per year Length of one session average number of days Number of staff traveling for this training average per session Fer diem and day Cost of international training 1 5 3 3 9 Total cost of international training TODA RT Adjust the total of the activity and drag the formulae across the row
11. 2009 2010 2011 2012 2013 2014 2015 Total cost of establishingirepairlupgrade microscopy centres Equipment needed for one NEW microscops lab serving around 100 000 pop packages Standard Number of labs needing standard equipment for microscopy LI GI 1 DOre DER I TET 1 Cost of standard equipment needed for one microscopy lab serving 19624 19624 4 964 4 around 100 000 pop Equipment Chemicals Additional equipment for microscopy laboratories preparing or procuring staini 4 aborniar 0 16211 ing table the equipm ju do notke st of an equipn look at the f items wi Drug susceptibility texting 151 indicated quantifies based cc experirex a peric ming DAT and eed Bre in acd tsces owe ccn ey III I E di Vara tH Flach cores cd lass 1 Mel ee 45 tuin Ten deus salir Cullure rudis of 254 md Copa d aiea burro iw cniin citri tubos corper cd Optional Chest freezer linen inmperaiurs range 410 Cie 2870 complete wi h are
12. Other Summary af costs Sources of Funding 2008 2009 2010 2011 2012 2 raining of MIT personnel for Dafa Management fries Number of sessions per year Length of session average number of days per session Number of participants per session Number of participants requiring per diems per session Per diem average person amp per day Cost of transportation participant Number of Facilitators average per course Per diem per Facilitator amp per day Cost of transportation Facilitator Number of participants requiring hotel typical per session Cost of hotel per person amp per day Cost af refresher and lunch person amp per day Cost of room rental per day Cost of stationary per day Number of copies af training material per session Cost of quidelinesitraining material per copy Opeining ceremony amp Miscellaneous Secretariat Cost af In the second training please add row for the cost of renting computers The cost in each training session will be US 600 What is the cost of this training course now Total cost is now 5450 PLANNING AND BUDGETING TOOL USER MANUAL 38 A B C L E F G 1 Objective 1 Pursue high quality DOTS expansion and enhancement BUDGET METHOD Detailed 2 1 5 3 3 HRD Training and other aspects of human resource development 3 TECHN lasas Daning dor diagnosis STATUS Completed
13. all the worksheets in the tool Figure 6 shows the Welcome Page and indicates with numbers 1 to 5 the steps to follow to use the tool PLANNING AND BUDGETING TOOL USER MANUAL 27 Here is an explanation on each of these steps Choose your country as a country to plan and budget for The Region heading is updated automatically It refers to the TB epidemiological region of the Global Plan i e AFR High is Africa high HIV prevalence and so on 2 Go to the in built Guide On the top right corner of the Welcome page there is a user guide you may access by clicking It includes a colour scheme for data entry Below is the meaning of the different colours Yellow Read the cell on the left and write the answer in the yellow cell Numbers in blue are default values This means these are values we have estimated for your country based on various sources such as the Global Plan to Stop TB 2006 2015 the annual WHO TB control report UNAIDS and WHO If you have better data feel free to change them Purple Numbers in purple indicate calculations and should not be changed If you want to edit the information of non yellow cells you will receive a warning and an explanation on how to change it if you wish so Turquoise Boxes in turquoise include useful guidance notes as part of the In built user guide Epidemiological and financial results will show in black font 3 Go to Application Options In the defa
14. box of RHZE in blister packaging 2 35933 7 3693 3593 3593 3593 3593 Cost of 1 box of RH 150 75 in blister packaging i 1374 7 1974 19 74 1974 1974 Cost of 1 box of EH 400 150 in blister packaging 20 72 2072 2072 2072 2072 2072 2072 2107 2107 20 2107 20 2107 2107 7 161 Total cost of du S C Number of items and their cost for budgeting in detail Laboratories Figure 7 This default data was estimated by the WHO laboratory sub group of the DOTS expansion working group To comply with WHO recommendations of laboratory content in the detailed method you have the option of clicking into the List of items Here appears a list of equipment chemicals and consumables for different types of laboratories microscopy molecular DST etc Quantities and unit costs are often provided except for consumables and the user may decide to amend the quantities to better reflect the composition of her laboratory Unit costs are also reference prices so the user will most probably want to include local prices For further details please see figure 7 below and read about Improving diagnosis in Part 2 PLANNING AND BUDGETING TOOL USER MANUAL 15 Figure 7 Using the list of items to budget for your laboratories WHO Conuimbales Cultus story DI a na Back to Menu BUDGET Detailed starus v
15. rows columns worksheets default values applications options status bar formula etc accompanied by a brief explanation Box 6 Excel vocabulary EXCEL MEANING VOCABULARY User guide In built guideline accessible through the Welcome Page and the present manual you are reading Menu A Menu button allows to go navigate within pages and go back to menu jme gem ges ee 1 ete Menu system refers to the possibility to go back to the Welcome Page and index of interventions by merely pressing the Menu button Worksheets Pages within the Planning and Budgeting Tool There is one worksheet for each major component of TB tool Sheets rows Excel spreadsheets are comprised of rows and columns The rows are columns labeled with numbers for example row 4 or row 103 The columns are labeled with letters A B C and so on The place where a row intersects with a column is called a cell Cells are referred to by their column letter and row number The first cell in the top left corner of a worksheet is cell A1 If there are instructions to go to a particular cell for example cell C12 then this cell can be found in the third column twelve rows down from the top of the sheet An Excel workbook can contain several worksheets Each worksheet has a name which can be seen on the
16. so where To modify any of the default data that appears in blue within the intervention worksheet you will change the data on the corresponding cell within that intervention Since you need to modify a cell s content you will need to unprotect the worksheet first section 5 3 and Figure 17 Please note that all default data is updated by WHO during the first quarter of every year The newest versions of the tool are made available through the web site of the Stop TB Department at WHO Below is an explanation of the three types of default data A Epidemiology data a population projections b estimated TB incidence C country notifications up to year n 2 d Regional projections of trends in TB incidence from 2006 to 2015 for the region of which the country is a part Global Plan Estimates e TB HIV data such as Estimated number of TB patients to be tested and counselled for HIV Global Plan Estimates Figure 5 Epidemiology estimating the number of patients to be treated example DR Congo WHO eser i c Default data Notifications vu up to year n 2 And Projections Year n onwards member of TH paibsnts to ba ETATE ija ina DM Comp LL ES EE I NOT Population a 5 P MS n 1485 ho A r2 AT a UNP division r When 12 n For pie rima EFF re kaa MONS iridis
17. system for nav ag nad aetna within worksheets eps There s one worksheet for each major component of control MDR XDR TH e Each worksheet allows for detsted develope ent of plans and budgets or for the calculation of Quick estimates Wealth systems e Each worksheet indudes ready made list of kely lick inputs and actes to conssder as well as default Public Private lues based on experience from t versio Affected people The tool is flexible e g names of inputs and activities Dus 6 22Mb and defaut values can be appropriate TR research An Application options feature is included to enhance French version 3 in US user fnendiness dollars 1535 6 54 data ki nudes hestoncal epidemiological demograptuc and TB publications pec real data and oe aa ogrcal demogrsphic 3 About us e itis des a are redd ey indicators that underpin any plan and budget e g the number of Russian version 11 potie ae be treat ated Dis 6 36 1 Ther status bar to show the status of work done within the tool Spanish version 2 e Summary tables and figures are sutornatcally produced xis 6 56Mb The s isn dues inar i ba ied ahh version 3 in Euros te ore ngs awa 2 open ing 5 the too s amp te Cala 2 27Mb 1 When you are asked you wart to enable the macros
18. the TB control situation and the interventions needed to achieve goals objectives and related targets e Programme managers and planners for TB control at National and subnational levels PLANNING AND BUDGETING TOOL USER MANUAL 22 5 Hands on the tool 5 1 Open the tool Planning and Budgeting for TB control is a single Excel file Please click on the following link http www who int tb dots planning budgeting tool en index html Figure 14 The Excel file you have found in the link tb budgeting template xls is designed to be much like a master blank form used to reproduce copies for data entry It is best to create copies of the Planning and Budgeting for TB control before using it either by creating copies on your computer desktop or by opening the Excel file and saving it under a new name before you start using it This way you may enter different sets of data save and name your template files individually while keeping the original tool as a master file intact for future use Figure 14 Opening the P amp B posted on the web ty World Health d n _ 1 252 Organization Publications Planning and Budgeting for TB control activities Data and statistics Programmes an d inzcodusthen Benefits Coeumentagen FAQs feedback projects Tub T Download TB topics index Key features of the tool Stop Strategy Iis an Exc el based tool with an in built user guide THE TOOL DOTS eno
19. 15 expansion and enhancement Back to Menu il m TW din 4 First line drugs procureme d supply management BUDGET METHOD Detailed m uum l lFistline drugs for Category l Ill patients STATUS Not Started w 14 2 First line drugs for Category ll patients 14 3 First line drugs for children The quick method is based on the budget of first line drugs per patient as reported to WHO in 2008 multiplied by 14 4 Buffer stock for first line drugs the estimated number of new TB patients all forms as calculated en the previous page TB patients i The detailed method requires planning the quantities needed of each drug regimenfor each of the categories Other of TB patients Both methods are exclusive Summary of costs Sources of funding 2008 2003 2010 2 Name cf regimen speci Number of patients with this regimen Unit cost per patient of this regimen Total cost of regimen specify 4 Mame cf regimen specifg pas of patients with this regimen it cost per patient of this reg imen l l O Default data 8 88 Cost of GDF on Eg stopa orphna eee ee gJsupp d ru gs kit 2 RHZE 15027544002275 150 75 2240 6st per kit 2 RHZE 150 75 400 275 EH 400 150 26681 7 MA 2661 261 266 v 1 Cost per kit 2 RHZE 1504754400275 150 150 1667 P 1667 4667 6567 1667 Cost of 1
20. Costs Complete the sources of funding Check the link with GCC Global Fund Mark your work status Step 5 Go to Reports and Outcomes interpret results and revise your budgets if need be Back to menu Back to Menu Use this button to go back to the main menu of the tool The Welcome Page PLANNING AND BUDGETING TOOL USER MANUAL 25 Figure 16 Main steps to use the Planning and Budgeting tool WHO StopTB Planning 4 Bude Ir F mr Plog Select Coup rr sd us cogn 350 be nai red corm Lu AS 5 2 mmn eia pn ia Maii au peri Paine drugs pi recur mere germ on LS TREE r amd juu pu ee PHA rusa Trammng 5Culuriraru 12 23 ns grog 2 2 21 contra FE 49742 cim prse PRETE AGS 2 2 Curmmurnt y ammrurmi E rum ud nu suma ridi Che of gee hea eee im armi wert Suny lai come by accu rdg n utirdy exists urs 10 Fas are eb hi V cos by gon Bie 1 Pur EF
21. DS The United Nations J oint Programme on HIV AIDS UNDP United Nations Development Programme UNFPA United Nations Population Fund UNPD United Nations Population Division US United States Dollar UVGI ultraviolet germicidal irradiation UV ultraviolet VCT voluntary counseling and HIV testing WHO World Health Organization WHO EIP World Health Organization Evidence and Information for Policy XDR extensively drug resistant TB PLANNING AND BUDGETING TOOL USER MANUAL 3 Table of contents AcCknowledge MENTS andan UC MER SU FEES CONTACTS for user SUD ND ORE aha gece p NUS 2 Background and OD GCUVeS 2 Developing thE T 2 2 COUNTES USINO assa catal ps os cet emia 3 Description or te BRUDER BLEU eee IERIE L Maln advantage ETE TR TET SU TP CASE ccs A M DST MG i m DEM EI dig TT UM 4 Requirements TOF US
22. EFEF J Ape Oe WHO StopTB Planning amp Budgeting for TB Control AFRhigh Piguet blot an FKrorvonrkd Cur rd rosa esr Gas TE paru ind ed 10 Gar ined andes be TU LZ ampnronm 12 diras rue ee eee 15 L5 See 15 3 0 123 32 in kore Ered 15 435 21 Cubana ros FETHES 2 22 41992 ar cun 51 AEM 32 Cara hy mmo isr Cur cd tare Roots URAT E 0 ie Gora TETEN WELUR E cti Pirrarsang i cd corks ord el ey a for Lite TO STOP TB Pedal arabi 300 amp 2015 dure h Trad aed Furia babr int cd Triad corals Gere cns Glob Fore Hiran J wm Ap x x PLANNING AND BUDGETING TOOL USER MANUAL 26 bojici 7 Address TY MOR TI and other challenges MLET PiE THE 133 Chidhesd T Bachio Menu 5 ____ birra chegar Bo pectin cd recede 2 3 l
23. Once your work status shows that your interventions have been budgeted for the year or years ahead you will be able to use the Outcome Report tables and graphs Figure 9 There are summary tables and graphs costs by line item and funding source that appear for PLANNING AND BUDGETING TOOL USER MANUAL 18 each year for which the user has entered data from one year up to 10 years You may access these tables by merely clicking on the title of the table on the bottom left corner of the Welcome Page Figure 11 provides a brief explanation of the tables and figures automatically produced Figure 11 Reports Outcome brief description of tables and figures A summary table showing the funding available and the funding gap or a subset of these years depending on the years for which data have been entered with sources of funding broken down into the 6 major categories used within the tool A summary table of the budget for each year 2008 2015 with inflation as well as the table showing funding sources with inflation Reports Outcome A series of summary tables showing the budget for each Summary table of costs and funding sources year 2008 2015 for the intervention and the budget for Summary table of costs by intervention and activity a the activities within the intervention Total costs Figure 7 Sources of funding Figur Total NTP budget and sources of f
24. PAL MOR TE or THIHIY 13 14 15 16 if 18 13 2010 2011 2012 53 Number of participants per session 25 54 Mumber of participants requiring per per session 55 Fer diem average per person amp per day 55 Cost of transportation per participant 57 Mumber of Facilitators average per course ha Fer diem per Facilitator amp per day 53 Cost of transportation per Facilitator Mumber of participants requiring hotel typical per session 1 Cost of hotel per person day Cost of refresher and lunch per person day 53 Cost of room rental day 54 Cost of stationary per day Number of copies of training material session Cost of guidelinesttraining material copy Cost of renting computers 03 4 T PLANNING AND BUDGETING TOOL USER MANUAL 39 To come to this result please follow instruction to insert lines in the table Figure 24 Line inserted after row 66 Cost of hiring computers included in the new line 67 Label written in the corresponding cell B67 Cost of US 600 included for 2008 2009 and 2012 Formulae of cost of the training modified to include this new row It will now read as C55 C54 C52 4 C56 C53 4 C57 C58 C52 4 C57 C59 4 C60 C61 C52 4 C53 C62 C52 C52 C63 C64 4 C65 C66 4C674C68 C51 You need to check the formulae for any budget sub totals that include t
25. ReSh teF11 a EX r 8 a TA 88 PLANNING AND BUDGETING TOOL USER MANUAL 24 Pe D eee DE jd vB Aug arial s t ung 3 v bevel Trust 1 1 E 7 Very His Pale cb resti P rib local ret fap 3 Fo rur other ara twm epel aerem Erat ed poo caedi 4 Pans Ure ant mets aed id i Pedum ran cocer Sethe rr not 33 erate I H Lame trot recommended raj ane not prepected from n ursa m Leer Fan nrw oris See goal or poni use rare hw sal em ee On Opern 5 3 Start navigating Welcome page and beyond BOX 4 Using the Planning and Budgeting Tool summary of basic steps Introduction Review relevant strategy ies and obj ective s from the Stop TB Strategy Plan for inputs resources for inputs resources Step 1 Choose your country as a country to plan and budget Step 2 Go to the in built User Guide Step 3 Application Options click Step 4 Complete the intervention worksheets Choose an intervention Plan Choose method to budget for mal intervention quick detailed Choose an activity to cost Choose a budgeting period and start budgeting Quantities Unit
26. bique AFRhigh 2006 2011 2007 2012 2008 2013 2009 2014 2010 2015 Fiscal Year 2006 Expected number of ss patients to be treated 16 742 Expected number of ss EP patients to be treated 18 897 Budget Required Pursue high quality DOTS expansion and enhancement 1 1 Political commitment 2 Quality assured bacteriology laboratory supplies and equipment 125 000 3 Patients support Address TB HIV and other challenges 5 2 270 495 1 826 490 2 2 1 Second line drugs 2 2 Management of MDR TB excluding second line drugs Contribute to health system strengthening 3 2 PAL Engage all care providers 1 PPM Empower people with TB and communities 55 4 4 5 except advoca velvement in TB control Enable and promote research OTHER Total Budget 1 1 1 64145429 PLANNING AND BUDGETING TOOL USER MANUAL 20 4 Requirements for use 4 1 Prerequisites This tool does not substitute for the strategic planning process It does however help with resource planning and with revising the strategic plan if necessary in light of resource constraints Figure 13 Strategic planning is the process of defining your national TB strategy or objectives bringing the Global Plan down to the country level In this sense the strategic plan should guide the resource plan However strategic planning is also about making decisions on all
27. cal and demographic projections as well as information about the targets set out in the Global Plan v it provides a solid foundation for resource mobilization from national and local governments as well as donors such as the Global Fund vi it is easy to revise or update plans and budgets because it is set out in Excel vii it automatically produces summary analyses in the form of figures and tables Overall these benefits should help you improve the quality of planning and budgeting 3 2 Methods Costing Methods Costs are calculated following an ingredients approach Figure 2 where quantities are multiplied by the unit prices Cu Default data underlying assumptions and formulas used within the tool are explained herein Figure 2 Budgeting method Ingredients approach Cost per patient Quantity required X Intervention Cost Funding Gap Available funding PLANNING AND BUDGETING TOOL USER MANUAL 11 Quick versus Detailed method The tool offers two methods to plan and budget for a given intervention the detailed and the quick method Figure 3 Before you start planning and budgeting for activities within an intervention you will be asked to choose a method within each intervention worksheet Figure 3 Choice of methods within the tool WHO StopTB for Central Choose a method Back to Menu BUDGET METHOD STATUS 2012 At we do not k
28. d the WHO TB P amp B we suggest that you use this as the basis for identifying the inputs activities that still need to be funded and then enter the relevant budget data into the Global Fund template We would also like to take this opportunity to emphasize that both tools are best used after the following have been conducted a situational analysis to identify progress to date and remaining major challenges gaps in implementation definition of targets to be achieved within five years and definition of the objectives and associated main activities that need to be to be implemented to achieve the targets The national strategy application process 16 an initiative of the GF to enable countries to base their application primarily on their National Strategic Plan For countries whose strategy has been validated an applicant will only need to provide the Global Fund with the validated national strategy and some minimal additional information such as the existing financial contributions to the strategy the amount sought from the Global Fund and the results to which the funding sought is expected to contribute http www theglobalfund org PLANNING AND BUDGETING TOOL USER MANUAL 34 5 4 Need to customize the intervention worksheet 5 4 1 Refresh your Excel knowledge Here are a few general tips to help you as you use the tool In case you are not very familiar with Excel Box 6 shows some excel vocabulary i e Menu sheets
29. dence of malaria and other major diseases Indicator 6 9 Incidence prevalence and death rates associated with TB Indicator 6 10 Proportion of tuberculosis cases detected and cured under DOTS Stop TB Partnership Targets By 2005 At least 70 of people with sputum smear positive TB will be diagnosed i e under the DOTS strategy and at least 85 successfully treated These targets were first set by the World Health Assembly of WHO in 1991 Reduce prevalence of and death due to TB by 50 relative to 1990 The global incidence of active TB will be less than 1 case per million population per year Budgets and plans resulting from the tool s use can be used as the basis for resource mobilization from national governments and donor agencies The tool will save you time and improve the quality of planning and budgeting after a short period of learning about the tool The tool is structured around the Stop TB Strategy and sets out the scale at which interventions should be implemented in each year 2006 2015 to achieve 2015 MDG and Stop TB Partnership targets globally and for 7 regions The tool covers all interventions recommended in the WHO Stop TB Strategy Figure 1 that is interventions to detect and eradicate smear positive smear negative MDR and HIV TB patients in the world PLANNING AND BUDGETING TOOL USER MANUAL Figure 1 The Stop TB strategy The STOP TB Strategy 2009 Te WHO DEPARTMENT 1 Pursue hi
30. e Page The Welcome page is this page WHO StopTB Planning amp Budgeting for TB Control Bolivia ease selest MBtervention gt gt Current situation budget reported 2008 gt gt Epidemiology paticnts to be treated gt gt 1 1 Political commitment links to ACSM gt gt 12 improving disqaocis gt gt 154 gt gt 15 2 Programme management aad supervision gt gt 1534 HRD Steff gt gt 15 32 HRD International techsical gt gt 1533 HRD Trsisiaq gt gt 2 1Colfsborative TB HIV gt gt 22MOR TB gt gt 32PAL gt gt 4142 Involving care providers PPMANSTC gt gt 51ACSM gt gt 5 2 Community involvement gt gt 6 1 Operational research gt gt Other gt gt of general health carvices de THE GLOBAL PLAN gt gt Summary table of costs and fending sources Actions for Life TO STOP TB 15 Summary table of cocte by interwantion ond activity gt gt F iqere 2006 20 gt gt Toti costs by generic cost category of the Global Planning amp Budgeting for TB Control a Scroll down and Choose your country gt gt Sources of funding Fiqure gt gt Tota NTP budget and sources of funding by intervent gt gt Summary table WHO data collection form Please select an interve C TUE Longo Ecuador gt Current situation budget reported Egypt gt Epidemiol
31. egen cl adr i Lager hy ee Mu Geer co pug pnasdecrecs cd maeseriadr Tohd cogis cd pectin od BDC Ac lio a Ps o S ciat atas sc gue sue ve aui agus Kies mue air GU ae gana a eee eee du ww ar Ju i ie nca da de ree Nager as qu aln rpg eg i cahier Coma hor 241814 Fo dpa gis Cosi For 1 For A Tos how othe fe Tobh costa PR bie E jik faced hel pue Toral onara Kos TET Vera ca of eH rere cene H puru You may diso check the total budget by ggnerk cost category as defined by the Global Fund E x Result Sources of funding Graphs Summary of funding and funding sources THE PLAN Control 2006 2015 Bano 2 a E Se Es incensi IT ICE 1008 1611 umm Global Fund Loan Bl Sovernment Central Intermediate LocaD un The tool opens into a front page called the Welcome which provides links to
32. f funding and funding gaps The tool has been used by more than 50 countries and WHO will continue to recommend that it is used to budget your national strategic plan for TB control The WHO P amp B should be well suited to the National Strategy Applications NSAs that the Global Fund will consider from 2009 2010 onwards since NSAs will involve submissions of national plans and associated budgets with funding sought to close the funding gap The WHO TB P amp B is less well suited to Global Fund proposals submitted up to and including Round 9 These proposals typically include only parts of a national strategic plan the unfunded components and to use the tool for such proposals either i those parts of the national plan that are already funded must be removed leaving only a description of the budget for the unfunded components or ii the budget for the unfunded components of the plan must be entered in a new version of the tool The Global Fund budget template is an empty template designed to present a detailed budget for the unfunded components of a national strategic plan to the Global Fund i e it is expected that only the inputs activities and associated budget for which funding is sought from the Global Fund are included A major advantage of the template is that the TRP is familiar with it Our recommendation is that the Global Fund budget template is used to present budgets for R9 proposals For those countries that have already use
33. follows the Stop TB Strategy Please note that there is an alternative way to access a PLANNING AND BUDGETING TOOL USER MANUAL 29 worksheet and is to simply unhide worksheet tags in Applications Options and then click on the tab corresponding to the selected intervention Worksheet structure As explained in the in built guide there is a common structure to every intervention worksheet Figure 18 Figure 18 Worksheet structure Title of the intevention Country Name Region Name Back to menu List of activities within interventions 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 By default you will be presented with title of the intervention sub title of the intervention and list of activities within interventions You may edit any of these labels The titles refer to the objectives that you are about to cost As Figure 18 shows each intervention worksheet is structured as follows 1 STB Objective On the top left corner of every worksheet you will find the STB Objective this intervention iS responding to and there will be an index of all the activities we suggest you cost for this intervention 2 Title of the intervention within STB Objective The title of the intervention follows the wording of WHO s Stop TB strategy This is what you are budgeting for in this worksheet 3 Method to budget Choose a method to budget for this intervention You will have to choose from two mutually exclusive me
34. gh quality DOTS expansion and enhancement Political commitment with increased and sustained Financing b Early detection and diagnosis through quality assured bacteriology E Standardised treatment with supervision and patient support d drug supply and management system Monitoring amp evaluation system and impact measurement m 2 Address TB HI Y MDR TB and other challenges Scale up TB HIV collaborative activities b 5cale up prevention and managemernt of multidrug resistant TB C Address TB contacts Ehe poor and other highly vulnerable groups prisoners refugees 3 Contribute to health system strengthening Participate in improvement of health policies human resources Financing supplies service delivery and information a b Innovate introducing the Practical Approach to Lung Health PAL infection cortrol upgraded laboratory networks Adapt successful approaches From other fields and sectors 4 Engage all care providers a Involve all public voluntary corporate and private providers through Public Private Mix PPM approaches b Promote use of the International Standards Far TB Care ISTC 5 Empower people with TB and communities a Pursue advocacy communication and social mobilization b Foster community participation in TB care C Promote the Patients Charter For Tuberculosis Care b Enable and promote research Conduct programme based operational re
35. he items that you have added If the relevant rows cells that you have added are not included in the formulae you will need to modify the formulae so that they are included You can easily see which cells are included in any formula as follows a click on the cell that contains the formula for a sub total b then in the formula bar at the top of the screen click at the end of the formula Unless the formula is very complicated all the cells that are contributing to the existing formula will be highlighted Any items that you have added can then be included by adding the cell with the relevant total or subtotal to this formula You can do this by typing a new add sign into the formula bar at the top of the screen and then clicking on the cell that you want to add If you would like to enter formula linked to a cell in another page sheet The tool is set up with a menu system such that the names of individual sheets are not shown at the bottom of the screen in the way that you would typically see them in an Excel workbook If you are entering a formula in one sheet and you want to include a cell from another sheet in that formula then you will need to change the way that the workbook is displayed You can change this by going to the Tools menu then selecting Options and then selecting View Tools Options View In the View menu make sure that the box for sheet tabs is ticked Another way to solve this problem is go to the Application Op
36. he cost of a individual subcomponents of the main intervention It is a bottom up approach If users choose the detailed method they need to input quantities and prices for each activity PLANNING AND BUDGETING TOOL USER MANUAL 12 In some cases within the detailed method there are default values for prices or quantities which users can choose to use as input variables Within a given worksheet it is only possible to use one of these two alternative methods although across the tool as a whole it is possible to use a mixture of the two approaches e g quick method to cost first line drugs detailed method to cost treatment for MDR TB 3 3 Assumptions Behind calculations for the quick or detailed method there are often in built assumptions flagged by a pop up or explanation box as you position yourself on the cell containing them Figure 4 If you disagree with the in built assumption please amend the formula within the cell or cells related to that assumption Box 4 shows an example of an in built assumption to estimate the number of smears for the quick method to cost intervention 1 2 improving diagnosis Figure 4 Example of a built in assumption for improving diagnosis Obj ective 1 2 Objective 1 Pursue high quality DOTS expansion and enhancement 1 2 Improving diagnosis case detection through quality assured bacteriology Detailed 4 1 21 Microscopy laboratories r 1 2 2 Culture laborator
37. ide the basis for National Strategy Applications NSAs to the Global Fund PLANNING AND BUDGETING TOOL USER MANUAL 9 Box 3 User s previous experience of using the P amp B Tool AFRICA Three planning and budgeting workshops of two to five days each with follow up These have covered 39 of 46 African countries including all 9 high burden countries and 2 of the other very high incidence countries Malawi Zambia March 2007 September 2007 J une 2009 EUR Training workshop for WHO staff in Country and Regional offices early 2007 Training workshop for Asian Caucasus countries September 2009 LAC Planning and budgeting workshop with a very early version of the tool for 11 countries in May 2006 Training workshop for NTP managers and staff regional consultants and WHO staff in regional office in total 7 countries participated April 2008 SEAR Planning and budgeting workshop of five days for NTP managers and staff of 10 countries including 4 high burden countries April 2008 WPR Training workshop for NTP managers and staff as well as WHO regional and country staff 3 countries participated including 2 high burden countries August 2007 Training workshop for Cambodia s NTP national and regional TB Programme staff September 2009 In all regions almost all countries that have been trained have used at least some parts of the tool to prepare donor applications Other examples of how the tool has been Plann
38. ies STATUS Not Started 1 2 3 DST laboratory including molecular tests Built in 1 24 Molecular tests assumption 1 2 5 Other equipment 85 1 2 6 Quality assurance programme 1 2 7 Retooling process other Summary of costs sources of funding 2017 3uick method Unit cost for one smear 10 3 1 0 if Unit cost for one x ray 112 3 Estimated number of new zz TB patients to be treated 235 006 22 Estimated number new TB patients to be treated 30 413 28 71 Estimated number of Smears 1 957 018 81 Estimated number of x rays 265 231 214 254 20 Total costs Quick method SETS cna sae TE 1607333 1 325 154 1 071 272 i patient For diagnosis this Jetailed method means at least 3 slides per 1 2 1 Microscopy laboratories suspect therefore 30 slides per 55 and 9 x rays E During treatment at least amp Number of peripheral labs establ slides per new 55 Establish new microscopy ce uipment mm pr ET p Es a md st 5 Fm NT micros m a ls 1 5 0 004 ae 4 1 5 B PLANNING AND BUDGETING TOOL USER MANUAL 13 3 4 Default values Default values can be found in each intervention worksheet identified in color code blue There are three types of default data in the tool epidemiology cost values and laboratory packs that include quantities and prices of laboratory components Can you change default data If
39. in each intervention you should fill in a table like the one shown on Figure 20 for each year you are budgeting for The information collected will automatically feed into the Outcome Reports Please note that in the case of intervention 1 5 Monitoring and Evaluation there are two tables to track the sources of funding due to the disparity in costs between Routine Surveillance and Periodic Surveys and distinct sources of funding for each The user will not add nor label differently the categories of sources of funding PLANNING AND BUDGETING TOOL USER MANUAL 31 Figure 20 To complete the sources of funding for each intervention eR 1 eB 1 2 Improving diagnosis case detection through quality assured bacteriology Detailed w 1 2 1 Microscopy laboratories 1 2 2 Culture laboratories STATUS Not Started w 1 2 3 DST laboratory including molecular tests 1 2 4 Molecular tests 1 2 5 Other equipment X ray 1 2 5 Quality assurance programme 1 1 2 7 Retooling process Other Summary of costs Sources of funding 2010 2011 ee 2 7 Total cost for retooling proces Total cost for other tems 4 Home Total costs for laboratories sources of funding for improving diagnosis Government central national Government intermediate provincial Government local district Loans GF amp TM Other Grants Funding Gap 6 Link with Globa
40. ing and Budgeting Tool for Tuberculosis Control disseminated include presentations of IN Where do 1 ind the bol 7 workshops for the development of Global Fund proposals presentations at WHO StopTB international meetings and regional NTP manager meetings training workshops for technical partners and staff from WHO 28 WP regional and country offices inclusion of the tool at the international course on management and budgeting organized WHY SHOULD YOUR NATIONAL TS PROGRAMME USE THE TOG annually by the International Union Against Tuberculosis and Lung Disease and dissemination of a fact sheet PLANNING AND BUDGETING TOOL USER MANUAL 10 3 Description of the tool 3 1 Main advantages The tool is called planning and budgeting to highlight that plans should include a budget but sometimes don t Budgets should be based on and in line with plan goals objectives and planned activities The main advantages of using the tool are 1 if you have a clear plan for your national TB strategy the tool will help you implement it by presenting your financial requirements 11 it allows plans and budgets to be set out comprehensively in one place in a standardized format iii it offers a ready made list of inputs and activities to consider when planning and budgeting for each component of the Stop TB Strategy iv it includes epidemiologi
41. ities will be linked to your strategy and the priority areas you have identified prior to starting planning and budgeting Indeed only PLANNING AND BUDGETING TOOL USER MANUAL 21 once the objectives strategies and activities are comprehensively and coherently defined will you be fully prepared to plan and budget with this tool Figure 13 Budgeting in the management cycle Management cycle Assessment Review evaluation nw Supervision T Monitoring WHO StopTB Planning amp Budgeting Tor Control Planning Appraisal budgeting THE GLOBAL PLAN TO STOP In sum the user should set a plan and actions to achieve the Stop ategy prior to using the Planning and Budgeting Tool In the remaining sections we will explain the requirements for use followed by some instructions on getting your hands on the tool and finally an explanation of the basic structure of the tool and of each intervention s worksheet 4 2 Data requirements You will be providing data for case detection rate unit costs input quantities and intervention costs Data requirements include e Data for case detection rate unit costs input quantities and intervention costs e Basic computer skills and familiarity with Excel if possible e Windows and Excel installed in your PC e A readiness to invest some time in the use of tool 4 3 Who should fill in the tool e Someone with an excellent understanding of
42. l Fund Generic Cost Category Within each intervention at the bottom of the worksheet there is a table showing a breakdown of the budget by Generic Cost Categories of the Global Fund Figure 21 The link is automatically set within this sheet provided sub totals and totals within each activity should be revised when formulas are inserted for tips on revising formulas see section 5 4 If you wish to visualize the link between the Stop TB Strategy the 17 Service Delivery Areas of the Global Fund and the List of Interventions within the Budget and Planning tool read http www who int tb dots planningframeworks en index html PLANNING AND BUDGETING TOOL USER MANUAL 32 Figure 21 Link of 13 GCC of Global Fund Proposal and the total cost of activities within each intervention in the Planning and Budgeting Tool ective 2 Address MDR TB and other challenges BUDGET METHOD STEM anood TB Dee 2 LL Lo Congo STATUS Suman of ones inhermadiace provincial cesereemeena boca f district Loans Cher Granis Funding Gap amp Home bodget by genae cost cabergonses a5 degree Ba the Global Fund _ E Hamar Technical and assistance 4 7 t E Training 1 13 f s
43. lobal Fund proposal development J une Dec 2006 Field testing practical application Malawi Indonesia Kenya Somalia South Africa and regional planning workshop for 10 countries in Latin America une Dec 2006 Revisions and finalization based on field testing Oct Dec 2006 Accompanying documentation and shared point site prepared 07 Translation into French Spanish Russian 2007 and early 2008 Two sets of major updates revisions most recent to facilitate Rd 8 Global Fund applications Regional planning workshops in Senegal 16 countries Switzerland training of 2009 trainers Uzbekistan 13 countries and Cambodia 2 2 Countries using the tool The Planning and Budgeting Tool can be used by 211 countries in the world To date 27 countries are known to have used the tool to budget their national strategic plans for TB control Box 3 Cambodia the Democratic Republic of the Congo Ethiopia Kenya Mozambique Myanmar Thailand and Zambia are examples of countries that have developed particularly comprehensive and detailed plans and budgets using the tool Most of the countries that have attended the workshops have used the tool to budget at least some of the components of the Stop TB Strategy Others have used it to develop the budget component of a Global Fund proposal A recent example is Indonesia whose proposal was rated Category 1 recommended for funding with no or minor clarifications In future the tool could prov
44. ly updated version available in the Stop TB web site The uploaded version will contain the latest epidemiological and financial data available to WHO These are the key tasks you will be able to accomplish with ease when using the tool e You have a solid National Strategic TB Plan in line with WHO Stop TB Strategy and you would like to budget for each objective for one or several years e You are updating revising your National Strategic TB Plan e You would like to use the outcome for o Your National Strategic TB plan and budget o WHO annual TB data collection o Donor application such as Global Fund grant submissions or NSA Distributed through the web site of the Stop Department at WHO http www who int tb dots planning budgeting tool en index html the spreadsheet based tool estimates costs of TB control from the provider perspective and collects sources of funding for all interventions in line with the Stop TB strategy It is set up to cover the period 2006 onwards Users can decide which time frame they need and want to budget for PLANNING AND BUDGETING TOOL USER MANUAL 6 2 Background and Objectives The tool was developed by the WHO Stop TB department with USAID funding It is aimed at addressing MDG 6 and the targets endorsed by the Stop TB Partnership Box 1 BOX 1 Health in the Millenium Development Goals 6 Goal 6 Combat HIV AIDS Malaria and Other diseases Target 6c Halt and begin to reverse the inci
45. n according to the 13 generic cost categories used by the Global Fund from Round 7 onwards The total costs of each intervention by source of funding and their link to GCC are fed into the this table PLANNING AND BUDGETING TOOL USER MANUAL 19 The total costs for TB control are the same regardless of the reporting table Figure 12 i e Total costs for TB control in summary table of costs by generic cost categories equals Total Budget in NTP Budgets and sources of funding by line item according to the WHO annual data collection Figure 12 Reports Outcome different tables and figures but same results Summary table of costs by generic costs categori US Dollars Mozambique AFRhigh 2006 1n ollars Health products and health equipment Medicines and pharmaceutical products Procurement and supply management co Communication materials Monitoring and evaluation Planning and administration Other US MIT 1 826 490 echnical and management assistance raining Health products and health equipment Medicines and pharmaceutical products 125 000 3 706 390 S 487 549 nfrastructure and other equipment Communication materials Monitoring and evaluation iving support to clients Planning and administration Other otal costs for TB control 1 6 145 429 Identical NTP Budgets and sources of funding by line item according to the WHO annual data coll Mozam
46. ng and budgeting tool Figure 15a As you open the tool this warning message might pop up Le ea iddress http www nt inthe T Ge 2 D 218 Paes e S T auaa Programmera and pr jectx because runt Verg To ren the facras change the TE topics index Key te eae teal a lower and vent acres ane signed and Stop Strategy DOTS iliagnasis and treatment HDR XDE TB Health systems Public Private Affected people TB research TH data TH publications About us E o ose EE ey PORTU Int bat planas F7 E77 Open a new book Then in Excel go to the Tools menu and choose Macro and then under Macros choose Security Tools Macro Security Then select medium for your security level if set to High or Very high the tool will not work When you reopen the tool you will be asked if you want to enable or disable the macros Always choose to Enable macros Figure 15b How to enable macros to use the Planning and Budgeting Tool Excel ple gda oc b ERR wioMenu peip Jd Pee LAL 1 1 Siow tit ares P d Anal 10 n EIE E e A i 3 Deer Al 1 Basse 11 Mecrosoft Script Editor A
47. ng for TB Control AFRhigh Application Options loa aes 5 EA Alternatively you can unprotect sheets by going to the Tools menu choosing Protection and then selecting Unprotect sheet Tools Protection Unprotect Sheet When you have finished entering data you can choose to protect the sheet Tools Protection Protect Sheet Closing Opening the P amp B Tool Please note that every time you open the tool you might need to go to Applications Options because worksheet tags headers and columns are automatically hidden every time you close the P amp B tool 4 Select an intervention Plan and Budget Here is where you actually plan and budget for each intervention Each intervention is aimed at achieving the Stop TB Strategy and Global Plan Targets Accessing a worksheet 16 done through the menu system On the Welcome page click on an intervention button on the Welcome Page and you will be directed to the desired worksheet You may choose one of the 21 interventions to cost Figure 9 The tool allows you to fill in the interventions in any order you may want using a menu system for navigating through each worksheet provided you complete the epidemiology TB patients to be treated in the first place because you will need to know the number of expected patients to treat to start budgeting for every intervention The order of the interventions list
48. now any estimated budget per patient for Patients support however if you kn some approximation for your country please include it here Estimated budget per patient for support Estimated number of new TB patients 116 134 136 310 Total costs Quick method 156 164 159 130 161 435 164 787 163 802 172 467 Detailed method 1 3 1 Situation analysis Conducting situational analysis Number of consultants hired to work on situational analysis if applicable Per diem for consultant per person and per day Contract duration for conducting situational analysis number of days Other costs lt Other costs lt specify gt Other costs lt speoi e The guick method does not calculate the intervention cost of individual activities but rather calculates the total cost of that intervention It is a top down approach using default budget or cost values that are country specific and that you will be providing Where there are default values these come from data reported by countries to WHO STB annually and from the Global Plan to Stop TB 2006 2015 The user will also need to enter the estimated number of patients The total cost of that intervention is automatically calculated It is a broad estimate of the intervention s cost Detailed e BUDGET METHOD STATUS 4 e The detailed method which is the method we recommend calculates t
49. nterventions appearing in the welcome page are aimed at achieving the objectives of WHO STB Strategy There is one worksheet for each major component of TB control They are linked to Global Fund Service Delivery Areas Ex Intervention 1 3 Patient Support Monetary value of intervention here measured as Unit Quantity X Unit Cost Refers to the Stop TB Strategy objective in line with MDG Each intervention is aimed at achieving an objective and sub objective Ex Objective 1 3 Patient Support Act of formulating a TB program and activities to achieve an intervention s objective Cost per unit consumed in each activity PLANNING AND BUDGETING TOOL USER MANUAL 45
50. ocating resources including finances and workforce between the objectives For this reason the strategic plan and resource plan are often arrived at through an iterative process whereby once the resource requirements are estimated for each objective these may need to be revised in light of resource constraints Therefore before proceeding with this tool in a first pass strategic planning process you should have already 1 Aligned your goals and objectives with the Stop TB Strategy and Global Plan 2 Prepared your road map with A Progress realized B Targets for 20XX year of planning C1 Main challenges C2 Main strategic approaches 3 Set mid term targets to be achieved within five years or less and 4 Developed a logical framework of strategies and activities to be undertaken to achieve the mid term targets In the presence of a strategic plan a resource plan has many benefits It can confirm whether or not the identified targets are achievable and if they are not the plan can provide the evidence for further debate A plan can be used to express a clear and commonly understood approach of the TB strategy Do not worry if you do not yet have detailed lists of inputs required to undertake the main activities The tool will help you to make a comprehensive inventory of these Once you have a clear strategy it will be much easier to come up with the list of activities required to pursue your objectives All objectives and activ
51. ogy TB patients to be treated Political comrnitrmeg SM H J U aem E 1 atij ijk ro rex anam Thug 1300 nto mnn n This tool allows users to choose their country from the list of 212 built into the tool These default data for your country will automatically show throughout the tool This action will prompt Epidemiological data Demographic data Historical financial data Projections and default values 3 5 2 Menu system to choose which component of TB control to plan and budget for When you open the Planning and Budgeting tool by default you will first see the Welcome Page which lists the main components of the tool interventions status bar User guide Menu to choose the country Application Options In the Welcome Page you have a list of interventions and a list of reports and outcomes PLANNING AND BUDGETING TOOL USER MANUAL 17 Figure 9 Menu system to choose a component to plan and budget and list of outcome reports WHO StopTB Please select an intervention Current situation budget reported 2008 Epidemiology TE patients to be rested LIP clitcal eommatment links to ACSM 1 2 improving diagnosis 13 Patient Suppodt 4 14 First line drugs procurement and 15 2 Programme management nd 15 3 1 HAD Staff 15 3 2 HAD international x9 15 3 3 HAD Trai 2 Sgt actiuities RA risk ction control v Childhood TE 2 PAL 4 04 2 In
52. on opermng the tool always choo Enable download it so y use eo Ror keep ntaton there es Purgrusa Tee 1 8 O 0a ime 6 ED TE Fregrammes saa Eiris projec Ia gums Mi Dub aaa the Th dapi inden des iu He temmciphe eek 2 Lr Werkshont LAT Stop Pam diagresvis z riDR FS Pu afl Keel Please note that the tool is updated annually to incorporate new default data for your Pubic Private Hin hele rs orn ar innen can Dm uen can AFfarted pauple T du co fas Be muros di rol op m TB rr em d A ave your computer IB palic From now on you will I using your copy of the tool T 15 d PLANNING AND BUDGETING TOOL USER MANUAL 23 5 2 Enable macros and choose the correct security setting When you first open the tool a Security Warning might appear and you will be asked to enable or to disable macros In order to operate the tool correctly you must click on the box Enable Macros Figure 15b If a warning message appears with Macros are disabled Close the planni
53. opher Fitzpatrick fitzpatrickc who int Katherine Floyd floydk who int In s Garcia Baena garciabaenai who int Andrea Pantoja panto aa who int World Health Organization WHO TB TME 20 Avenue Appia CH 1211 Geneva 27 Switzerland PLANNING AND BUDGETING TOOL USER MANUAL 5 1 Introduction Welcome to the TB Planning and Budgeting Tool P amp B This tool has been designed to provide a single forum to help countries develop comprehensive plans and budgets for TB control within the framework provided by WHO s Stop TB Strategy and the Stop TB Partnership s Global Plan to Stop TB 2006 2015 This tool should be used by TB programme planners at the country level who can apply the tool at either the national or sub national level The tool includes epidemiological demographic and financial historical data relevant to TB as well as projections of these up to 2015 These are set as default values and can be changed by countries if necessary Targets for the coming years are set out as a starting point and are linked with the relevant interventions Each worksheet represents one intervention of the Stop TB Strategy and within each worksheet there is a ready made list of likely inputs and activities to consider for planning and budgeting Countries should appropriate the use of the tool and adapt the activities to cost within each intervention However should the country want to make use of default data within the tool please use the annual
54. rmula across a row or down a column To do this click at the bottom right hand corner of a cell and then drag the mouse across or down the screen When dragging formulae cell references to a column heading will be changed as you drag across a row e g if the original formula was written as b4452 03 when you drag that formula across a row the next entry will be 2 c44c2 c3 while references to rows will be changed when you drag a formula down a column MEM D Year 1 Year 2 Year 3 2 Cost of Drinks 400 600 500 3 Number of guests 39 35 45 4 Cost of Food 300 400 500 5 Costperguest 20 Press and 6 7 B4 B2 B3 drag the 6 1 mouse SIE r a Jie eee as A B C D 1 Year 1 Year 2 Year 3 2 Cost of Drinks 400 600 500 The formula is 3 Number of quests 35 35 45 4 Cost of Food 300 400 50 automatically al 1851 20 29 22 5 replicated 7 E S 4 2 9 pen TA m xem 1 1 LJ 224245 NENNEN ms FS iem PLANNING AND BUDGETING TOOL USER MANUAL 37 5 4 2 Inserting tables and lines When it comes to costing an activity and budgeting for an intervention you might not agree with the labelling of activities or you might simply need to add items within activities or customize the intervention worksheet You will therefore need to insert lines modify row
55. rse will be US 3 000 and the cost of air fare is US 2000 Question What is the total cost for this new international training What is the total cost for all courses in the international training section in 2009 Answer The total cost of this new training is US 32 000 Total cost of all courses in the international training section in 2009 is US 312 000 To come to this result please follow the instructions to insert a table e Select any table that is included under the heading international training This can be done by putting the mouse on the column where the number of the first row of the table is shown and drag down the mouse selecting all desired rows LI Br NE HE Ni amp eu we 2 341 o c mecs Ex a A 3 r Put your mouse here click 5 then drag down selecting all 8 desired rows r Copy them i e select the button that allows you to copy PLANNING AND BUDGETING TOOL USER MANUAL 42 H Be b gem Fen fume Dem Dea emen I 10 ESU DE emm 100 mda 4 ft n 1 _ 5 ill with the mouse held over on the number of the row press the right button of the mouse and then select copy ar 4 Adamo PETT ere mza Sse 22008 02 Other costs
56. search and introduce new bools into practice 4 b Advocate and participate in research to develop new diagnostics drugs and vaccines 2 1 Developing the tool In place since 2007 the tool has its own history Box 2 A proposal for development of the tool was submitted to TBCAP which is funded by USAID s TB Control Assistance Programme in February 2006 This proposal was approved in March A first draft of the tool was developed in April and May 2006 The starting point for development of the tool was the planning frameworks prepared by the DOTS Expansion MDR TB TB HIV and ACSM working groups for the Global Plan and the planning frameworks prepared by staff from the WHO Stop TB Department for Global Fund proposal development workshops This final version has been improved through field testing in several countries including Indonesia Cambodia Kenya Malawi Myanmar and South Africa and practical application of the tool during planning workshops held in the Eastern Mediterranean region 9 countries Latin America 14 countries Francophone African countries 16 countries It has also benefited from the input of many people who are closely involved in planning TB control activities at country level PLANNING AND BUDGETING TOOL USER MANUAL 8 Box 2 Development Process of the P amp B Work done April May 2006 Draft version of tool developed Building on planning frameworks developed for Global Plan and STB workshops for G
57. thods the so called quick or detailed method see section 3 2 The detailed method should ideally reflect the specificity of your country s programme so feel free to re label the items within each activity so that they are tailored to your needs to achieve the objective 4 List of activities within each intervention or Submenu Choose an activity to cost and click on its title within the list Figure 19 You will be directed to the table corresponding to this activity Alternatively you may scroll down and go with your cursor to the selected table PLANNING AND BUDGETING TOOL USER MANUAL 30 Figure 19 Navigating within an intervention worksheet Click on the activity ee ae m cra mm sow 14434 427 ee c on E M erm a LE SUN uu i x TB 2 2 Fe Chega _ tpi fees i 2 Highlighted area the activity you have chosen appears Within each activity you will Choose a budgeting period Choose an activity to cost and enter quantities and unit costs 5 Sources of funding How will you fund the planned activities Each intervention worksheet includes one table of sources of funding that you are requested to complete There are four categories Government Loans Global Fund and Other Grants such as PEPFAR USAID DFID CIDA etc Government is broken down by central intermediate and local With
58. tions in the tool on the Welcome page at the bottom right click on it and select show hide sheet tabs on the menu PLANNING AND BUDGETING TOOL USER MANUAL 40 Figure 24 Instructions to insert a line responding to Example 1 1 Insert row 66 2 Label cost of hiring computers 3 Enter 600 in 2008 2009 and erie Po fb EE EJ Atm eee ee EI dnm 1 eum 15 Teu dum 3 pui is 3 5 000 Anma ap cR E 8 ER 7 morer E E rem el ee E Hm denn ure UE TU 4 Formula of Cost of training is incorrect It is uua leaving out Line 66 hence it needs amending us Go to cell C69 and correct the formula Copy the formula for D69 and G69 Now Cost of training is correct 599 ILLOCEDEEDE prr EIE asa T PLANNING AND BUDGETING TOOL USER MANUAL 41 Example 2 Inserting a table Following on Example 1 the programme needs to include a new international training called International training of laboratory personnel for molecular biology One staff from the laboratory will attend this course in 2009 then in 2012 then in 2014 The cost of the cou
59. ult version of the tool the sheet tabs as well as the column row headers are hidden for presentational purposes Furthermore all sheets are protected and the background data are hidden for security purposes To improve user friendliness and be able to add rows for example so that you can insert duplicate tables modify contents or enter formulae that includes links with other sheets you will need to show the sheet tabs unprotect the sheets and show the column row headers To be able to do this you need to unprotect a sheet The Application options Figure 17 at the bottom right hand corner of the Welcome Page click on it allows you to simultaneously unprotect all sheets show row and column headings in all sheets and show all worksheet titles rather than doing this repeatedly in each page sheet Four buttons appear and you should press three of them o Show Hide sheets tabs o Show Hide header o Show Hide sheets PLANNING AND BUDGETING TOOL USER MANUAL 28 Please note that there 15 a fourth button Show Hide data option 15 set to Hide The data that are hidden and protected are data for default values ref Default values You should not need to work on these sheets and it is advisable not to Show the data or to modify the data If you want to change some of the values for your country please change them in the intervention worksheet where they appear Figure 17 Application Options WHO StopTB Planning amp Budgeti
60. unding by intervention Summary table as in WHO annual data collection for costs by generis cost ceteggny of the label Fund A summary bar graph of the total costs of TB control broken down into 12 major components some of the subcomponents in the tool are combined for the purposes of the figure A summary bar graph of the total costs of TB control broken down according to four major sources of funding the three levels of government funding are combined in one category for presentational purposes and remaining funding gaps 8 summary tables one for each year 2008 2015 showing the budget according to major line items in each year and the sources of funding and funding gap for each line item and overall Line items correspond to the 6 major components and related 18 subcomponents of the Stop TB Strategy which also correspond to the Service Delivery Areas SDAs used by the Global Fund from Round 7 onwards 8 summary tables one for each year 2008 2015 showing the budget according to major line items in each year and the sources of funding and funding gap for each line item and overall Line items correspond to those in the annual WHO TB data collection form With each table a summary or reminder of the number of patients to be treated in that year is also shown A summary table of the budget for each year 2008 2015 or a subset of these years depending on the years for which data have been entered broken dow
61. volving MI cane providers 5 1 ALCSMI 5 2 Community involvement PLAN TO STOW TR 1888 1811 M l Operational research Other Reports Outcome table of costs and funding sources Actions for 11 Summary table of costs by intervention ated Total casts Figure Sources of funding Figure at Total NTF budget and intervention Y Y MO LM Summary table as in wHO collection Form Tatal casts by ge cost category of the Global Fund e Within the section Interventions you will find a budget statement showing NTP budgets reported to WHO through the annual data collection form followed by an epidemiology section and by the interventions or Service Delivery Areas Global Fund 3 5 3 The Status bar appearing in a column in the Welcome Page Figure 10 shows the status of work done within the tool By default it is red and incomplete As you make progress through your budget and mark your work status eventually a green completed status bar will appear otatus Figure 10 The status bar Please select an intervention Partially completed Completed Current situation budget reported 2006 Epidemiology TB patients to be treated 1 1 Political commitment links to ACSM 1 2 Improving diagnosis Not Started 3 5 4 Outcome Report tables and graphs
62. worksheet tab at the bottom of your screen The active worksheet is the one with its name highlighted in the row of tabs at the bottom of the screen If you need to go to a different worksheet within the same workbook then click with your mouse on PLANNING AND BUDGETING TOOL USER MANUAL 35 Worksheets Doing calculations use of symbols Formula Automatic calculations The value you entered valid is not the name of the worksheet tab that you want and Excel will move the cursor to that worksheet One worksheet for each major component of TB control Mostly the symbols that you need to use in Excel are the same as the mathematical symbols used in books or on calculators One that is different is the symbol used for multiplication In Excel you use the sign i e an asterisk instead of x You can do calculations within Excel you don t need to do a calculation on a calculator and then enter the value in Excel For budgeting it is likely that some calculations are going to be necessary Instead of using a calculator you can enter the formula for the calculation that you want to do in Excel To do this click on the cell where you want to enter a formula Then type the equals sign followed by your formula For example if you know that the budget for a member of staff is US 1000 per month while the tool is asking you to enter the cost of that member of staff for one year you can write 12 1000 D een ar
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