3. Standardized Procurement Data
First Submission (Catch‑Up):
If your project has already been operating before you start reporting, your first submission must include all data from the project start date up to the current reporting month.
This ensures the dataset is complete from project inception.
Ongoing Monthly Submissions:
After the first submission, each new submission should include only the data for that specific reporting month (e.g., August submission = August data only).
This keeps future reporting simple and consistent.
Data Requirements
The data that is required can be easily exported from most CRM/Accounting and Payroll systems.
Procurement
The necessary procurement data must be laid out in the following way:
Project Name
Vendor
Amount Paid ($)
Date
Contribution?
Description of Contribution
Is Training (Was the procurement related to funding a training initiative.)
This data is to be uploaded to Pehta Portal as a .csv/.xls file.
Please use the following template for each upload. This is the only acceptable format: Link.
Sample sheet:
