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Nov
13
Tue
USAID Grants Policies and Procedures Course @ Holiday Inn, Rosslyn Virginia USA
Nov 13 @ 9:00 am – Nov 14 @ 5:00 pm

USAID Grants Policies and Procedures Course

$750.00

The number and complexity of U.S. Government and USAID grant administrative requirements are constantly growing and changing.  The most recent significant changes include 2 CFR 200 and 2 CFR 700 (USAID supplement) impacting all aspects for US Government and USAID grant administration.  This course is designed to provide the knowledge and practical application of USAID grant administration compliance requirements.  By mastering the requirements participants will be able to apply them to business development, application submission, grants administration, modifications/extensions, close-out and audit.  During course exercises participants will review relevant solicitations to determine how administrative requirements are being applied from application submission to grant administration and close-out.

Clear

SKU: UGPPC Category:

Product Description

Overview

d complexity of U.S. Government and USAID grant administrative requirements are constantly growing and changing.  The most recent significant changes include 2 CFR 200 and 2 CFR 700 (USAID supplement) impacting all aspects for US Government and USAID grant administration.  This course is designed to provide the knowledge and practical application of USAID grant administration compliance requirements.  By mastering the requirements participants will be able to apply them to business development, application submission, grants administration, modifications/extensions, close-out and audit.  During course exercises participants will review relevant solicitations to determine how administrative requirements are being applied from application submission to grant administration and close-out.

September 20-21, 2018 at Holiday Inn, Rosslyn, VA
  • Early – By September 6 – $675
  • Save $75
  • Regular – By September 19 – $750
  • Late – On September 20 – $800
  • $50 Last Minute Registration Fee
November 13-14, 2018 at Holiday Inn, Rosslyn, VA
  • Early – By October 30 – $675
  • Save $75
  • Regular – By November 12 – $750
  • Late – On November 13 – $800
  • $50 Last Minute Registration Fee

Content and Objectives

  1. What are the major administrative requirements?
  2. What is the hierarchy of USAID administrative requirements?
  3. What is the choice of instrument determination: acquisition vs assistance?
  4. What are the US Government cost principles?
  5. What are the USAID standard provisions (mandatory or as applicable)?
  6. What are the audit, suspension and termination requirements?

Prerequisites

Complete the on line questions when you register so Development Essentials can better understand your needs. If possible, bring a lap top to access the internet for classroom assignments and a Request for Application.

Registration

Course Duration – 2-days

Who Should Attend

Mastering administrative compliance requirements can be useful to all staff in business development, financial management, grants management, sub-awards & sub-contracts management, audit and close-out. It is designed for staff: entry level and mid-level.

After the Course

Participants will be able to apply the knowledge to business development, financial management, grants management, sub-award & sub-contracts management, audit and close-out.

Reviews

  1. (verified owner):

    I took this course last June and it was a great one and I am very glad I did it with Development Essentials. It was a solid two-day review going through USAID grants policies and procedures. The course was very interactive with quizzes and practical cases.
    Mr. Donald is an expert in this area and what I liked most about the training is the tips and do’s/ and don’t he provided us during the course.
    I definitely recommend this course.

  2. :

    I had the opportunity to participate in this course organized in July 2017 in Nairobi. This very detailed course has allowed me to significantly strengthen and deepen my knowledge and skills in Grant Management in accordance with USAID procedures and policies. Chris is an excellent facilitator and has extensive experience on issues related to USAID procedures and policies. I highly recommend this course to any Chief of Party, Deputy Chief of Party, Country Director, Senior Finance Manager and Grant Manager from any organization involved in the USAID grants administration.

  3. :

    I had the opportunity to participate in this course organized in July 2017 in Nairobi. This very detailed course has allowed me to significantly strengthen and deepen my knowledge and skills in Grant Management in accordance with USAID procedures and policies. Chris is an excellent facilitator and has extensive experience on issues related to USAID procedures and policies. I would highly recommend this course to the COP, DPCOP, Country Directors, Senior Grant Managers and Senior Finance Officers involved in the USAID Grants administration.

  4. :

    This was a really informative course and worthwhile for people with varying levels of experience. Chris did a great job tailoring the course to be both useful for people who are new to USAID and seasoned compliance staff. I appreciate the resources he has put together for future use.

  5. :

    The course was very useful and well tailored to our needs as a university. In the past several years, our university has substantially increased our work in partnership with USAID and other federal funding agencies, and Chris’ course was extremely useful to our whole group in reviewing and discussing procedures and policies for USAID, DOS, MCC, DOL, etc. Chris’ approach was very well organized and he provides a handbook to each participant that serves as an excellent resource for us moving forward. We very much appreciate the knowledge that Chris shared with our whole Team and his ability to adapt his Development Essentials course to our specific needs as a university.

  6. :

    I attended the USAID Grants acquisition and the compliance management courses this past week. I highly recommend them to anyone in a Chief of Party position as they give you an in-depth knowledge of what your team is up against and how to support them. Chris also has a deep practical field experience to draw from.

  7. :

    I would like to thank you for well organized training on USAID Grants Policies and Procedures. The material was very interesting and the discussions were truly inspiring. I particularly enjoyed the presentation and diseminated books, which made the content easily understandable.
    Please thank on my behalf everyone who was involved in the preparation and execution of the training. I look forward to attend future trainings once I will have an opportunity. I highly recommend to Grants Managers, DCOPs, COPs to attend this cource with mr.Chris O’Donnel.

  8. (verified owner):

    Our sincerest thanks to Chris for taking hundreds of policy pages and making them more approachable and relevant to our project work. One of the strengths of the training was Chris’ willingness to balance the overall USAID procedures and guidelines with real-world examples – both from Chris’ experience as well as all of the students in the course. Chris took care to answer all of the questions that we brought forward during this time and I feel more empowered and confident to engage with USAID grants as a result. Looking forward to a next opportunity to learn from Chris!

  9. (verified owner):

    I found the USAID Grants Policies and Procedures Course very informative. Our organization has never received a USAID grant before this course, and I thought it prepared us well for the prospect of applying for and managing one. Thanks so much Chris for your time and assistance.

  10. :

    I took this course in August 2017 and don’t regret it at all. USAID grants policies and procedures are complicated and require careful oversight. It was refreshing to walk through policies and procedures with someone who has been a part of USAID. The course felt even more personalised due to Chris’s experience working in the East Africa region, particularly Kenya. Chris was patient, and adjusted his training to meet the needs of the participants depending on what their level of experience with USAID was. Understanding the rationale for certain policies and USAID expectations boosted my confidence in working with USAID. Despite the trainings being all day, he was so engaging that time flew by without my noticing. I would recommend this training to anyone interested in learning more about USAID grant policies and procedures, especially for folks who are starting off their partnerships with USAID. Thank you Chris!

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Dec
5
Wed
Winning USAID Contracts Course @ Holiday Inn, Rosslyn Virginia USA
Dec 5 @ 9:00 am – Dec 7 @ 5:00 pm

Winning USAID Contracts Course

$950.00 $850.00$950.00

We understand the solicitation requirements are a challenge, the proposal process lengthy and the regulations sometimes confusing. Our courses are designed to provide the tools and skills every organization needs to use on daily basis and ultimately be successful at winning a USAID contract. In this three day course we will take you through every step of the process: advanced preparation and research; identifying contract funding opportunities, analyzing solicitations; drafting technical and cost proposals; and the negotiation process.

Clear

SKU: WUAC Category:

Product Description

Overview

We understand the solicitation requirements are a challenge, the proposal process lengthy and the regulations sometimes confusing. Our courses are designed to provide the tools and skills every organization needs to use on daily basis and ultimately be successful at winning a USAID contract. In this three day course we will take you through every step of the process: advanced preparation and research; identifying contract funding opportunities, analyzing solicitations; drafting technical and cost proposals; and the negotiation process.

October 15-17, 2018 Holiday Inn, Rosslyn, VA
  • Early – By October 1 – $850
    Save $100
  • Regular – By October 14 – $950
  • Late – On October 15 – $1,000
    $50 Last Minute Registration Fee
November 5-7, 2018 Holiday Inn, Rosslyn, VA
  • Early – By October 22 – $850
    Save $100
  • Regular – By November 4 – $950
  • Late – On November 5 – $1,000
    $50 Last Minute Registration Fee
December 5-7, 2018 Holiday Inn, Rosslyn, VA
  • Early – By November 21 – $850
    Save $100
  • Regular – By  December 4 – $950
  • Late – On December 5 – $1,000
    $50 Last Minute Registration Fee

Content and Objectives

  1. How do I prepare my organization in advance of a solicitation?
  2. What research can my organization accomplish in advance of a solicitation?
  3. What are the different types of contract funding opportunities (solicitations)?
  4. How do I analyze a contract solicitation?
  5. How do I prepare my organization for drafting the contract proposal?
  6. How do I respond to negotiation questions from USAID?

Prerequisites

Complete the on line questions when you register so we can better understand your needs. If possible, bring a lap top to access the internet for classroom assignments and a contract solicitation your organization is interested in submitting a proposal.

Registration

Course Duration – 3-days

Who Should Attend

The new business development team which may include technical, development, program, finance, contracting and administrative staff. As everyone in your organization has a role in new business development, the course is designed for the entire team.

After the Course

Most importantly–you will be able to begin drafting your first contract proposal knowing the necessary steps to prepare your organization in advance, what research you can accomplish, identify contract funding opportunities,  drafting the technical and cost proposals and successfully completing the negotiation process.

Reviews

  1. :

    First thank you very much for your kind consideration to support and helping me to get this valuable training with out any payment. Then in the five days training my expectation is I get a lot of knowledge and skills to win USAID Grant. I wish good time for you and hopefully we will see Development Essentials one of the vibrant organization.
    Thank you very much.

  2. :

    Very insightful. Other trainings on proposal writing are often from the point of view of the bidder, this was unique because it was from the point of view of a former USAID contracting officer. It was extremely useful to get tips on how to best communicate with USAID and understand expectations as well as to get a review of market intelligence resources and relevant regulations.

  3. (verified owner):

    Very thorough and engaging overview of the USAID contracting process. Helpful information and guidance about USAID presented in a low-stress environment. Easy for attendees to participate, ask questions, and get information needed about the Agency and its requirements. Well worth the money.

  4. :

    The USAID Winning Contracts Course was extremely helpful for myself and colleague. As a small business trying to enter into USAID for the first time the overview was extensive and provided us with excellent insights on how to start our engagement process. Chris was extremely professional, well spoken, and extremely well organized throughout the three-day workshop. Along with that, providing us with the full powerpoint presentation as a resource for us to continue to utilize moving forward will be beyond helpful. Overall I would suggest this course to anyone who would like to learn more about the inner workings of USAID Contracts and how to successfully secure them in the future.

  5. :

    This course was very useful for a small business trying to enter the USAID market. The most valuable items were discussions on costing and the proposal process. As an organization who mainly works with the UN it was valuable to learn how USAID works from an insider and get some of the tips. Chris did a great job keeping the class involved and sharing his experiences with USAID.

  6. :

    Chris is highly knowledgeable and a great presenter. We had participants from all over the world and with varying skills in business development, and he was able to engage the entire group and make it interesting and informative for everyone. He provided useful tips for communicating with USAID, and added to my depth of understanding of USAID’s side of the solicitation process.

  7. :

    The course was very thorough and useful. It covered every aspect and section of the submission process. While the focus was contracts, Chris very helpfully pointed out the similarities and differences with grants where appropriate.

  8. (verified owner):

    Chris has the unique perspective of having facilitated proposal review teams from the inside. That insight and knowledge, as well as his real-world experience and expertise, was apparent throughout his course, along with Chris’ passion for development work. The course outline and materials are methodically laid out and comprehensive. I took a similar course from another training provider, but felt Chris’ course provided me the real insights to be competitive.

  9. (verified owner):

    This course is very useful not only for small businesses but for anyone who is trying to learn the unique way USAID works. I was most intrigued by all the business development aspects and possibilities of the process. Great course, I took away a lot, and it definitely assisted me and my organization to review our strategy with USAID.

  10. :

    Chris was incredibly knowledgeable about USAID as well as government contracting in general. Easy going class where questions are welcome and answered thoroughly. This is a great class for anyone currently working in USAID or is looking to get into it.

  11. :

    Overall this course great and powerful. The handbook is full of information for non profit and for profit, for great and small organizations. The instructor is very knowledgeable and full of experience. At the end of the course I really feel ready to negotiate and win a contract with USAID, I understood the culture, the language and how to approach USAID officers.

  12. :

    This course was a great overview for someone like me who is new to the USAID contracts space! We had plenty of time for even the most detailed question and Chris made sure to give us full answers and tailor examples to us.

  13. :

    This course covers all the necessary points an organization or an individual should know in order to prepare a well researched and responsive proposal. It also provides a unique perspective and valuable insight from a former USAID Contract Officer. I found this course very useful.

  14. (verified owner):

    I highly recommend this course led by Chris. Having worked in the USAID business development world for about 7 years now, I was surprised to discover how much about the business there was to learn! Chris packed a lot of valuable information into this 3-day course. It was well-structured, sharply tailored, and provided keen insights from the perspective of a former USAID CO. Many thanks to Chris for this excellent course.

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Dec
10
Mon
USAID Contracts Compliance for Success @ Holiday Inn, Rosslyn Virginia USA
Dec 10 @ 9:00 am – Dec 11 @ 5:00 pm

USAID Contracts Compliance for Success

$750.00 $675.00$750.00

The solicitation requirements can sometimes a challenge, the proposal process lengthy and the regulations sometimes confusing.  This course is designed to provide the tools and skills every organization needs to use on daily basis to ultimately be successful at winning a USAID contract. In the two-day course every step of the process will be covered:  advanced preparations and research, identifying funding opportunities, analyzing solicitations, drafting technical and cost proposals, and the U.S. Government negotiation process.

Clear

SKU: UCCS Category:

Product Description

Overview

The FAR and AIDAR clauses in the awarded contract are sources of major compliance requirements effecting project implementation, financial management, audit and close-out.  These requirements vary by contract type and can affect an organization’s policies and procedures, proposal preparation, contract administration, monitoring and reporting, contractor accounting system, billing and invoicing, procurement and subcontracting, human resources and property management.  The course explains the most common used FAR and AIDAR contract clauses, under what circumstances they are applicable and how to comply with the requirements of the clauses. The course also informs participants how to review and develop sound organizational and contract project policies and procedures.

September 13-14, 2018 at Holiday Inn, Rosslyn, VA
  • Early – By August 30 – $675
  • Save $75
  • Regular – By September 12 – $750
  • Late – On September 13 – $800
  • $50 Last Minute Registration Fee
November 8-9, 2018 at Holiday Inn, Rosslyn, VA
  • Early – By  October 25 – $675
  • Save $75
  • Regular – By  November 7 – $750
  • Late – On November 8 – $800
  • $50 Last Minute Registration Fee
December 10-11, 2018 at Holiday Inn, Rosslyn, VA
  • Early – By  November 26 – $675
  • Save $75
  • Regular – By  December 9 – $750
  • Late – On December 10 – $800
  • $50 Last Minute Registration Fee

Content and Objectives

  1. When are the different compliance requirements by type of contract?
  2. What are the key project administration requirements (clauses)?
  3. What are the key components of the contractor accounting system?
  4. What are the USG procurement and subaward requirements?
  5. What are the personnel, (salary, fringe and allowance) requirements (clauses)?
  6. What are property management requirements?

Prerequisites

Complete the on line questions when you register.  If possible, bring an Request for Proposal and lap top to access the internet for classroom assignments.

Registration

Course Duration – 2-days

Who Should Attend

Technical, program, finance, contracting and administrative staff who are involved in business development, contract administration, project management, financial management, audit and close-out.

After the Course

Most importantly–you will be able to research and interpret key FAR and AIDAR contract clauses.  Second, you will know how FAR and AIDAR clauses impact proposal development, contract administration/project management, extension, audit and close-out.

Note:  the registration questions remain unchanged.  Same as other courses.

Reviews

  1. :

    The course is full of helpful resources. The instructor Is highly experienced in USAID contracts, and is capable of addressing all questions.
    The course is presented in an interactive manner, which makes it an interesting learning experience.

  2. :

    I attended a training by Chris in Nairobi in July 2017 and Chris came across as very knowledgeable on USAID rules and regulations on contract management. He breaks down and articulates the regulations so well. He is also up-to date on new regulations. I highly recommend this course for both Finance, and non-financial personnel.

  3. :

    It is quite rare to get an opportunity to engage such a seasoned Contracting Officer. The course captures and articulates all the critical aspects of contract management from solicitation to close out. One can not over emphasis the value that this course offers especially given the increased inclination towards contracts as the preferred procurement mechanism. The interactions/ questions and live examples will strengthen one’s clarity with regards to Contracts management. I would absolutely encourage any practitioner to attend this course for greater compliance.

  4. :

    The course is very helpful and has enabled my understanding on the application of the FAR and AIDAR clauses in the awarded contract which are major compliance requirements effecting project implementation, financial management, audit and close-out. The instructor is highly experienced and the course materials are very relevant to the course. The learning experience was fun because of the relevant experiences and interactive discussions we had.

  5. (verified owner):

    I had the opportunity to participate in this course organized in July 2017 in Nairobi. This highly detailed course has allowed me to significantly strengthen and deepen my knowledge and skills on contract management processes in accordance with USAID procedures and policies. The training methods used by Chris are essentially based on practical cases studies. In summary Chris is an excellent facilitator and has extensive experience on matters related to USAID contract procedures and policies. I highly recommend this course to any Chief of Party, Deputy Chief of Party, Country Directors, Senior Finance and Administration Officer, and Awards Manager from any organizations involved in the administration of USAID contracts.

  6. (verified owner):

    I had the opportunity to participate in this course organized in July 2017 in Nairobi. This highly detailed course has allowed me to significantly strengthen and deepen my knowledge and skills on contract management processes in accordance with USAID procedures and policies. The training methods used by Chris are mainly based on practical cases studies. In summary, Chris is an excellent facilitator and has extensive experience on matters related to USAID contract procedures and policies. I highly recommend this course to any Chief of party, Deputy Chief of Party, Country Directors, Senior Finance Officer, and Award Manager from any development organization involved in the administration of USAID contracts.

  7. (verified owner):

    I had the opportunity to participate in the course organized in July 2017 in Nairobi. This highly detailed course has allowed me to significantly strengthen and deepen my knowledge and skills on contract management processes in accordance with USAID procedures and policies. The training methods used by Chris are mainly based on practical cases studies. In summary, Chris is an excellent facilitator and has extensive experience on matters related to USAID contract procedures and policies. I highly recommend this course to any Chief of party, Deputy Chief of Party, Country Directors, Senior Finance Officer, and Award Manager from any development organization involved in the administration of USAID contracts.

  8. (verified owner):

    I had a great opportunity to attend this course in September 2017.The purpose of my training was to update my government contracts knowledge, also to maintain a company (Federal Contractor) USAID contracts compliance program. The training course provided by Mr. O’Donnell met all my expectations, as the course is designed as a very valuable resource to assist contractors in managing efficient compliance program. The course covered many areas of specific complexities, also practical guidance based on USAID experience and recommendations for appropriate actions.

  9. (verified owner):

    I attended this training in December 2017 in Virginia, U.S. The trainer Chris O’Donnell is a seasoned USAID contracting officer with a lot of knowledge and experience in USAID Contracts around the world. I found this class to be very productive and informative and I learnt so many rules and regulations and methods of approaching USAID that I would otherwise have not come across with. I recommend this training for staff of contractors at every level specifically for Compliance Managers, COP’s and Finance Managers.

  10. :

    This course is very good course for people who are looking to learn about government contracts. Chris O’Donnell has a lot of knowledge and experience. This training strengthened my knowledge and skills on contracts management issues, and helped me in interpreting many FAR articles and clauses. Chris met my expectation in this training, and was able to help me find answers for my questions in the FAR. I highly recommend this training.

  11. (verified owner):

    I have attended this course in February 2018 in Virginia. It has been a very detailed and comprehensive look at the USAID contracts compliance. The course covered many nuanced aspects of dealing with contracts and understanding the best practices. It has been valuable knowledge acquired. Anyone working with USAID contracts and hesitating about the compliance, this is the course to do!

  12. (verified owner):

    I got a lot out of this course, including a number of helpful resources and a better sense of what demands arise from laws / regs, vs those coming from preferences of a prime contractor or grantee. Thanks Chris.

  13. (verified owner):

    I am new working with USAID contracts so this course provided me with a lot of useful information. I feel that moving forward topics discussed in the course will come up and I will be more prepared to deal with them. Chris definitely has a lot of knowledge and experience to share and is more than willing to impart what he knows to help anyone navigate the field.

  14. (verified owner):

    Chris’ knowledge of USG regs combined with his experience supporting USAID contract awardees made this training both highly informative and applicable. I am new to USAID acquisition financing mechanisms and this two day overview of key regulations and compliance topics was incredibly valuable. In particular, I really appreciated the way Chris made an effort to understand the work and experience of each of the course participants in order to demonstrate where and how specific elements were relevant to each of us. This meant that we were not just learning theory, but how to implement it for successful execution of USAID contracts.

  15. :

    Chris was a great trainer, I attended the 2 day Contracts Compliance for Success and I learnt a lot. He made the rules and regulations seem easy and manageable by demystifying most of the requirements bu SAID. The course was participatory and very interesting.
    I would recommend that if there are an adequate number of applicants, maybe to have a separate class for NGOs and one for commercial entities which would allow the teams to dig deeper into what directly concerns them based on the type of their organization.

  16. (verified owner):

    Many people have recommended this course to me, so I was very excited to attend and it did not disappoint! I thought it was a very helpful, informative and well thought out course. The information provided covered many different regulations, requirements and compliance when working with USAID. As well, it was great to have the perspective from the government side and the private side. Chris is very knowledgeable and always made sure to answer everyone’s questions. I highly recommend this course to help understand the compliance requirements when working with USAID!

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