USAID Contract Management for NGOs: An Introduction

Learning Opportunities

Workshop

USAID Contract Management for NGOs: An Introduction

October 02, 2017 - 9:00am to October 04, 2017 - 5:00pm

Washington , DC , United States

Instructor(s):

Steve Kroll , Alison Brady , Christine Balatbat

Language: English

Related Events

Roundtable
Workshop

Training of Trainers

Jan 23 to Jan 25

Washington, DC

Early - Aug 21 Regular - Sep 11 Late - Oct 02
HUMENTUM MEMBERS $1,200 $1,300 $1,400
NON-MEMBERS $1,450 $1,550 $1,650

Overview

This three-day workshop is designed to stimulate critical thinking about and effective decision making for USAID contract implementation. If your organization is new to contracts, or if you are a prime contractor partnering with NGOs that are new to contracts, this workshop will give you key insights into deciding strategically whether or not to bid on contracts, how to conduct a thorough review of the Request for Proposal, and where your organization may be at risk.  Facilitated by experts in a highly participatory manner, this course delivers the knowledge and the tools you need to effectively administer USAID contracts as well as contracts issued by other US Federal agencies.

Who Should Attend

In addition to individual participants, we encourage teams of employees to attend this workshop together. Staff who will benefit include:

  • Finance and administrative staff, including finance officers, controllers, accountants, and compliance managers
  • Program staff
  • Business development staff
  • Independent auditors

What You Will Learn

This workshop explores USAID contracts and helps your organization avoid risks and prepare for success.  You will learn how to:

  • Articulate the differences between US Government Assistance and Acquisition funding
  • Distinguish between the various types of contracts
  • Manage relationships with USAID and/or other funders
  • Work within contract terms and applicable regulations
  • Administer key contract terms and conditions, such as approvals, source/nationality, audit, and subcontracting
  • Practice close-out planning from field and home office perspectives
  • Utilize reference tools for understanding day-to-day management of contracts
CPE Credits

Participants at the workshop will earn 23.4 CPE credits and receive a certificate of attendance. The course level is Basic. The delivery method of this program is Group Live and the Field of Study is Specialized Knowledge.

InsideNGO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

DAY 1


Introduction to USAID and its Funding:

  • Why Acquisition vs. Assistance?

Risks Associated with USAID Contracting

FAR Part 3 Business Ethics

Review Sample RFP

FAR Part 9.104 Contractor Responsibility Internal Systems:

  • Financial, Property & Procurement Management
  • Eligibility for Funding

Contract Types:

  • Cost Plus Fixed Fee
  • Firm Fixed Price
  • Time & Materials
  • Indefinite Quantity Contracts

 

 

DAY 2


Opening, Review:

  • Federal Acquisition Regulation (FAR) Overview
  • Budget, Cost or Pricing Data, Exemption from Cost or Pricing Data
  • FAR Part 15

2 CFR 200 Cost Principles:

  • Budget Notes
  • Fee/Profit: FAR Part 15.404
  • Post Award Conference           
  • Contact Administration
    • Key FAR Clauses:
      • Contract Administration
  • Indirect Cost Rates
    • Disallowed Costs

Stop Work Orders:

  • Contractor Performance Review

Subcontract Administration:

  • FAR Part 52 Contract Clause Matrix
  • Audit and Records
  • Allowable Cost and Payment Provision
  • ​Small Business Contracting Plan

Limitation of Funds/Cost:

  • Mandatory
  • Non-Mandatory but Recommended

 

 

DAY 3


Opening, Review:

  • AIDAR
  • Labor
  • Key Personnel
    • Bio-Data Sheets

Compensation Salary Threshold

Physical Fitness         

Local Compensation

Allowances and Differentials

Defense Base Act Insurance:

  • Medical Evacuation Insurance

Approvals:

  • Travel          

Source/Nationality

Property:

  • Branding

Grants Under Contracts:

  • Basic Rules Applicable to US and Non-US
  • Based Organizations                 

Fixed Amount Subawards

Close-out: Timelines and Tools

Closing, Evaluations

Location & Hotel


InsideNGO
1120 20th St, NW
Suite 520-S
Washington, DC 20036

The nearest Metro stop to the workshop is Farragut North on the Red Line. Find a map of the DC metro system here.

Participants are responsible for making and paying for their own hotel/lodging arrangements. We have found that www.hotels.com usually offers comparable or even lower rates than we are able to negotiate. We recommend attendees look for hotels in the Dupont Circle neighborhood. Check out some suggestions for convenient hotels.