Mastering USAID Cost Reimbursement Contracts: A Comprehensive Workshop for Chiefs of Party and Project Managers
Presented by Humentum and Avallon Consulting, this course goes into every detail of USAID cost-type contracts.
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Special Offer
If you register three or more people to attend this course, you’ll automatically receive the USAID Cost Reimbursable Contract Audits Overview and Checklist! The downloadable guide, valued at $1,250, focuses on the annual audits of USAID Contracts. This includes detailed checklists and useful tips preparing for an audit, financial review, or other examination of your cost-reimbursable contract with USAID.
Save yourself the headache and be prepared in advance. With the USAID Cost Reimbursable Contract Audits Overview and Checklist, you’ll be able to navigate contract audits and examinations with ease. To claim your guide, email workshops@humentum.org.
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Description
Presented by Humentum and Avallon Consulting. Are you navigating the intricate world of USAID contracts as a new or proposed Chief of Party or a Field or Home Office Program Manager? Whether you are stepping into the realm of USAID cost-type contracts for the first time or are an experienced implementer looking to deepen your understanding, this training is designed to cater to a diverse range of expertise. Not only will this course help you to grasp key cost-reimbursable contract concepts, it will demystify many of those jargon-y contractual documents. Learners will spend time really getting to know both FAR and AIDAR clauses and key compliance requirements whilst also developing an understanding of managing financial transactions, personnel, and effective performance reviews. By the end of this course, learners should feel confident to manage their cost-reimbursable contract from start to project closure.
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What will you learn
By the end of this training, learners will be able to:
- Understand the fundamental principles and different types of cost-reimbursement contracts.
- Read, interpret, and understand cost reimbursement contracts with USAID, turning complex legal language into actionable knowledge.
- Understand all relevant Federal Acquisition Regulation (FAR) and Agency for International Development Acquisition Regulation (AIDAR) clauses, along with their compliance requirements, to ensure adherence to regulations.
- Understand the processes for allowable costs and payments, cost principles, and know how to navigate the complexities of subcontracts, other procurements, and grants under contract.
- Know best practices of project implementation, from startup to closeout, to ensure efficient and successful project management.
- Know effective strategies for personnel onboarding and management, establishing fair and compliant compensation practices for various types of employees and consultants.
- Know how to handle project terminations, extensions, modifications, closeouts, audits, and record-keeping, to ensure a smooth transition at the end of the contract lifecycle.
- Understand Contractor Performance Assessments (CPARs), a critical aspect of continuous improvement and relationship management with USAID.
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Who should attend
This training is designed for anyone involved in USAID cost reimbursable contracts, at all levels, including:
- New or existing Chiefs of Party or Project Managers for USAID cost reimbursement contracts
- New partners, i.e. anyone bidding on a USAID cost reimbursement contract for the first time
- New entrant commercial contractors planning to bid or implement cost reimbursement contracts with USAID for the first time
- Experienced non-profit and for-profit implementers looking to refine their understanding of the nuances of cost-reimbursable contracting with USAID
- Veterans in USAID contracting who are already well-versed in this topic, but can use this training as an opportunity to validate interpretations and reinforce knowledge
- Contracts, procurement, and project management staff who want to understand what needs to be done to comply with USAID cost-type contracts, and why
- USAID contracting officers (Cos) who are interested in understanding the contractor’s perspective
If you’re still not sure if this course is right for you, feel free to contact us and we can help!
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How will you learn
Humentum’s practical training puts the learner first. Our expert facilitators draw on their own sector and subject-specific knowledge for a worthwhile and enjoyable learner experience. They will share relevant tools, techniques, and insights that are immediately transferrable to your own work. You are also actively encouraged to engage in collaborative learning through discussions and group work. This training runs over 5 days and you are required to log in at set times each day to attend live webinars, each lasting approximately 90 minutes. You will also access videos and join discussions. You can find out more about our training platform by watching this video. We estimate this training requires four hours per day, depending on your pace of learning, and previous experience.
FAQs
What happens if an attendee misses a webinar?
We recognize that learners might need to fit this training into a busy schedule; if a webinar is missed, we post a recording onto the learning platform within 24 hours for attendees to catch up
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Agenda
Day 1: Understanding the Fundamentals
Webinar 1
- CPFF Term, Completion, and Award Fee Contracts Structure
- Similarities and Differences between Cost Type Contracts
- Cost Type Contracts & Cooperative Agreements
- Cost Proposal & Basic Policies Checklist
- FAR, AIDAR and ADS
- USAID Team Structure
- Contractor Team Structure (Delegation of Authority)
Webinar 2
- Start-Up Procedures and Checklist
- Mandatory Trainings for Staff, Annual Updates, and Records
- 100 Inherent Risks in Cost Type Contracts
- Mitigation Strategies & Assignment of Risk & Mitigation Roles
- Record Retention Set Up/Correspondence Trackers
- Always Start as You Mean to Go On
Day 2: Expending USAID Funds
Webinar 3
- Buying Goods & Services
- Subcontract vs Procurement.
- Source and Nationality
- Restricted Procurement
- Competition
- Consent
- Consultants
- Property Management & Disposition (Including Gov Property & Use and Charges)
- Travel Costs
Webinar 4
- Allowable/Unallowable Costs
- Collection of Fee
- CO Approvals
- Obligations and Accruals (how does USAID plan funding)
- Limitation of Funds Notices
- Budget Realignments
- Financial Oversight
- Value Added Tax
- NICRA
- Invoices
- Audit Checklist
Day 3: Personnel Management, Reporting and Communications
Webinar 5
- Personnel
- Compensation Policies
- Employment Agreements Best Practices and Tips
- Legal Preparations for Locals and Expats
- Cultural and Disciplinary Preparations
- DBA Insurance
- Terminations
- Difficult Situations
Webinar 6
- Basic Compliance Requirements: Reports, Certifications, Approvals
- Copy Editors, Templates & Formats
- Branding & Marking
- Monitoring, Evaluation, Learning and Quality Assurance Standards
- Success Stories & Library
- Creating Effective Mandatory Reports
- Quarterly IPRs and Annual Planning
Day 4: Client Relationship and Compliance
Webinar 7
- Effective Communication Protocols and Formats
- Interactions with USAID, Counterparts, and Other COPs
- Handling Difficult Conversations and Escalation Procedures
Webinar 8
- Fraud, Waste, Abuse, Safeguarding
- Policies
- Training
- Internal Reporting Procedures, Trackers and Investigations
- OIG Reporting
- Remedies
Day 5: Project Closure and Performance Evaluations
Webinar 9
- CPAR Process & Challenges
- Best Practices and Tips
- Terminations, Changes Orders, and Stop Work Orders
Webinar 10
- Financial and Programmatic Closeout
- Final Report
- Demobilization
- Best Practices
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Certificate
Upon completion, Humentum provides a certificate of attendance for this course.
CPE Credits are not offered for this workshop.
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Pricing and Discounts
Humentum encourages teams to attend this course together.
We offer a 15% discount for groups of 5 or more to attend this course.
Learn about our Organizational Training Package for members – an offer that allows even more flexibility and cost savings for your organization – starting at groups of 15 or more.