Documentation
Reference materials for completing your SAM1 submission. If anything is unclear, contact your PBM focal point.
Quick start - How to complete SAM1
- Open the Dashboard to see the list of outputs assigned to your Budget Center.
- Click any output to open its detail page. Complete each of the four tabs in order: Budget Execution → KPI Performance → Narrative Report → Output Scorecard.
- In Budget Execution, enter the actual Spent amount per funding source. The execution rate updates automatically.
- In KPI Performance, enter the Actual value for each indicator. Status is auto-computed from actual vs. target (≥100% achieved, ≥50% on track, ≥20% at risk, else not achieved).
- Write your Narrative Report in the four sections. Keep entries factual and reference KPI evidence.
- Rate each Scorecard dimension with substantiating evidence. Evidence is mandatory.
- Use Save Draft at any time. When all outputs are at 100% completion, submit from the Dashboard.
Reference Documents8 documents
| Document | Version | Last updated | Format | Action |
|---|
KPI status - how it is calculated
For numeric and percentage KPIs, status is derived automatically from the ratio of actual / target:
| Ratio (Actual / Target) | Status | Meaning |
|---|---|---|
| ≥ 100% | Achieved | Target met or exceeded. |
| 50% – 99% | On track | On trajectory to meet target by end of biennium. |
| 20% – 49% | At risk | Behind expected mid-biennium pace; mitigation required. |
| 1% – 19% | Not achieved | Materially behind plan; corrective action and explanation required. |
| 0% / no data | Not reported | Activities not yet commenced or data unavailable. |
Scorecard - the six dimensions
Rate each dimension Strong (green), Moderate (yellow), Weak (red), or N/A (grey). Evidence is mandatory for every rating, including N/A.