Duncan Kahuria

TRAINING ON ADVANCED FINANCIAL MANAGEMENT, GRANTS MANAGEMENT & AUDITING FOR DONOR FUNDED PROJECTS

Start Date: 11/10/2021 End Date: 22/10/2021 for 10 days
Register online: https://bit.ly/2zmgpH1
Organizer: DATA-AFRIQUE CONSULTANCY (www.data-afriqueconsultancy.org)
Course fee: USD 2,000

INTRODUCTION

This course is designed to enable those involved with grant management to become efficient and effective in the acquisition and utilization of funds for development purposes, using appropriate techniques and application of accounting and finance principles.

WHO SHOULD ATTEND

Finance Directors, Finance Managers, Procurement Directors, Procurement managers, Procurement officers, Administrators, Project officers, Budget Accountants, Auditors, Chief Accountants, Credit Controllers

COURSE OBJECTIVES
At the end of the course, participants will be able to:
• Identify and understand the critical terms and conditions of grant aid; for donor-funded projects
• Ensure compliance with donor terms and conditions;
• Providing supporting documents, correct procurement of goods and services and meeting financial reporting requirements;
• Managing multiple-funded programmes
• Provide tools for efficient Management of Donor- funded project
• Design and monitor donor budgets
• Prepare a donor financial report to match with a project narrative report;
• Describe the phases in the grant management cycle clarify key responsibilities and routines needed for successful grant management;
• Identify the requirements for closing off a donor grant;
• Manage the relationship with donors, head office and implementing partners with greater confidence;
• Appreciate that finance and programme staff must work closely for Successful grant management.

DURATION

10 Days

COURSE CONTENT:
• Overview of Grants Management Cycle
• Developing proposal
• Budgeting
• Types of costs
• Grant Award Contract,
• Award Review,
• Fundraising Tips, Implementation, Compliance
• Eligible and ineligible costs,
• Cost Share/ Matching costs,
• Procurement Procedures,
• Grant Tracking Tools, :
• Costs eligibility, administration
• Programme evaluation
• Grant Reporting,
• Financial Documentation and Reporting
• Documentation, Internal Controls; Audit, Narrative Reporting, Partnerships & consortia management, Donor Compliance,
• Personnel &Staff Issues (ethics) : Contracts, Time sheets, Travel & Per diem: Itinerary, assigning, Assets & Inventory Management, Co-Financing &
• Multi- Donor Funding, Indirect Costs & Contingencies, Close Out Procedures & the Final Tranche.
• Basic concepts in grant management
• Key challenges in grant management
• The grant management life cycle
• Grant management plan
• Responsibilities and routines in grant management
• The flow of donor funds
• Assessing the terms and conditions in grant agreements
• Grant agreements, and accounting and procurement systems
• Complying with donor reporting requirements
• Managing key relationships for successful grant management

• Community Development and Projects funding
• Funding requirements
• Project finance
• Capital Budgeting and Investment Appraisal
• Donor Policies and procedures
• Complying with Donor procedures
• Disbursement methods
• Banking: Loan Management/Payment
• Expenditure Budgets
• Project Budgeting and Planning
• Project Financial Management
• Financial Risk Analysis Techniques
• Financial Performance Measurement
• Budgeting and Budgetary Control
• Internal Control and Control Mechanisms
• Integrated accounting & Financial Systems
• Accounting policies and systems
• Auditing of financial statements
• Management Control Framework
• Auditor’s duties and responsibilities
• Knowledge of the Law in relation to accounts and audit
• Internal controls
• Risk assessment
• Code of professional Conduct and Ethics
• Preparation of Auditing Procedures
• Planning and Publishing the audit schedule
• Periodic reports
• Project Management reports
• Financial Reporting (Periodic Requirements) • The role of government in donor funded projects.

General Notes

• This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice.
• The course is taught through a mix of practical activities, theory, group works and case studies.

• Training manuals and additional reference materials are provided to the participants.
• Upon successful completion of this course, participants will be issued with a certificate.
• We can also do this as tailor-made course to meet organization-wide needs. Contact us to find out more: training@data-afriqueconsultancy.org
• The training will be conducted at DATA-AFRIQUE TRAINING CENTRE, NAIROBI KENYA.
• The training fee covers tuition fees, training materials, lunch and training venue. Accommodation and airport transfer are arranged for our participants upon request.
• Payment should be sent to our bank account before start of training and proof of payment sent to: training@data-afriqueconsultancy.org