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.

Participants who successfully complete the course will receive a Certificate of Participation.

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

2 Weeks

COURSE CONTENT:

Day 1

1.    Overview of Grants Management Cycle

2.    Developing proposal

3.    Budgeting

4.    Types of costs

5.    Grant Award Contract,

6.    Award Review,

7.    Fundraising Tips, Implementation, Compliance

Day 2

1.    Eligible and ineligible costs,

2.    Cost Share/ Matching costs,

3.    Procurement Procedures,

4.    Grant Tracking Tools, 

5.    Costs eligibility, administration

6.    Programme evaluation

Day 3

1.    Grant Reporting,

2.    Financial Documentation and Reporting

3.    Documentation, Internal Controls; Audit, Narrative Reporting, Partnerships & consortia management, Donor Compliance,

4.    Personnel &Staff Issues (ethics) : Contracts, Time sheets, Travel & Per diem: Itinerary, assigning, Assets & Inventory Management, Co-Financing &

5.    Multi- Donor Funding, Indirect Costs & Contingencies, Close Out Procedures & the Final Tranche

Day 4

1.    Basic concepts in grant management

2.    Key challenges in grant management

3.    The grant management life cycle

4.    Grant management plan

5.    Responsibilities and routines in grant management

6.    The flow of donor funds

Day 5

1.    Assessing the terms and conditions in grant agreements

2.    Grant agreements, and accounting and procurement systems

3.    Complying with donor reporting requirements

4.    Managing key relationships for successful grant management

5.    Community Development and Projects funding

6.    Funding requirements

Day 6

1.    Project finance

2.    Capital Budgeting and Investment Appraisal

3.    Donor Policies and procedures

4.    Complying with Donor procedures

5.    Disbursement methods

6.    Banking: Loan Management/Payment

Day 7

1.    Expenditure Budgets

2.    Project Budgeting and Planning

3.    Project Financial Management

4.    Financial Risk Analysis Techniques

5.    Financial Performance Measurement

Day 8

1.    Budgeting and Budgetary Control

2.    Internal Control and Control Mechanisms

3.    Integrated accounting & Financial Systems

4.    Accounting policies and systems

5.    Auditing of financial statements

Day 9

1.    Management Control Framework

2.    Auditor’s duties and responsibilities

3.    Knowledge of the Law in relation to accounts and audit

4.    Internal controls

5.    Risk assessment

6.    Code of professional Conduct and Ethics

Day 10

1.    Preparation of Auditing Procedures

2.    Planning and Publishing the audit schedule

3.    Periodic reports

4.    Project Management reports

5.    Financial Reporting (Periodic Requirements) 

6.     The role of government in donor funded projects.

General Notes

·      The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

·      The participants should be reasonably proficient in English as all facilitation and course materials will be offered in English.

·      Upon successful completion of this training, participants will be issued with a certificate.

·      The training will be held at Kincaid Training Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.

·      All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

·      Accommodation and airport pickup are arranged upon request. For reservations contact the Training coordinator at Email: training@kincaiddevelopmentcenter.org or Tel: +254 724592901

·      This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our Kincaid Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254 724592901 or send mail to training@kincaiddevelopmentcenter.org.

Payments are due upon registration. Payment should be sent to our Bank account before commencement of training and proof of payment sent to training@kincaiddevelopmentcenter.org.