Donor Funded Project Management

Examines the role of the “project” relative to other aid delivery methods such as sector support and budget support used by the Donors/Development partners in pursuit of development cooperation objectives. An analysis of all the different phases of the project/programme cycle will be carried out to emphasis the methodology for preparing, implementing and evaluating projects and programmes. Particular effort will be made to bring clarity to the terminology used by the donors/development partners for the different stages for the project/programme cycle.

DESIGNING, DEVELOPING AND MANAGING DONOR FUNDED PROJECTS

COURSE OVERVIEW

The course examines the role of the “project” relative to other aid delivery methods such as sector support and budget support used by the Donors/Development partners in pursuit of development cooperation objectives. An analysis of all the different phases of the project/programme cycle will be carried out to emphasis the methodology for preparing, implementing and evaluating projects and programmes. Particular effort will be made to bring clarity to the terminology used by the donors/development partners for the different stages for the project/programme cycle.

PROGRAM KEY FEATURES:

  • The funding trends of major development partners
  • The project cycle, decision points, key documents and use of the quality frame
  • The principles of the logical framework approach
  • How to design a project according to the logical framework approach
  • How to prepare and assess the quality of a logical framework matrix
  • How to prepare activity schedules
  • How to prepare budgets and resources schedules
  • How to assess project implementation arrangements
  • How to design a monitoring and evaluation system
  • How to accurately choose indicators and sources of verification
  • How to apply the 5 evaluation criteria used by the major donors/development partners
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WHO SHOULD ATTEND

  • This course primarily targets Planning and Budgeting Officers, Technical Assistant and also relevant stakeholders involved in project design and implementation of projects and programmes.
FINANCIAL MANAGEMENT AND DISBURSEMENT FOR WORLD BANK DONOR FUNDED PROJECTS

COURSE OVERVIEW

The effective use and deployment of donor funds for various projects demands careful utilization and timely reporting mechanisms to the funders.  It is only when funds are effectively managed in accordance with the donors requirements will there be the motivation for re-imbursement of financial resources.

Unfortunately many NGO’s, and development agencies are caught up with inadequate management of donor financed projects and reporting mechanisms.

This course is designed to promote improved compliance with operational policies and donor agency procedures on effective financial management, and to empower participants on the use of various disbursement methods and the use of periodic project management reports (PMRs) in line with donor agency disbursement and requisition requirement.

PROGRAM KEY FEATURES:

  • Also participants will explore other core competencies and skill based on areas such as, planning, budgeting, financial and management accounting, auditing, accountability and transparency in the management of funds, procurement, and financial project monitoring systems.
  • The overall objective of this course is to enable participants to competently design and manage project financial management systems and accountability methods in accordance with donor guidelines and procedures

WHO SHOULD ATTEND

  • Principal Budget officers
  • Assistant budget officers
  • Budget Clerks
  • Finance Managers
  • Department or Sectional Heads
  • Accountants
  • Auditors

Senior Accountant

PROCUREMENT MANAGEMENT FOR WORLD BANK FUNDED PROJECTS

COURSE OVERVIEW

Procurement and the Bank

The articles of agreement require the Bank to ensure that the proceeds of its loans are used for purposes intended and with due attention to economy and efficiency.  Building on these fundamental concerns, the bank has developed a long tradition of international practice for the procurement of goods, works and services, now assembled in the “Guidelines for Procurement Under World Bank Loans and IDA Credits”.  These two sets of guidelines are incorporated by reference in the respective loan and credit agreements and thereby supersede any contrary provisions under borrower’s national procurement regulations.  These practices are under continuous review and evolve to meet the needs of a changing Bank portfolio and changing markets.  Many other development agencies, both multilateral and bilateral, have patterned their procurement procedures on those of the Bank.  Good procurement practices alone cannot assure that Bank-assisted project will achieve their developments goals, but poor procurement practices virtually guarantee these goals will not be fully realized.  Therefore, bank staff, including managers, devote a substantial amount of time to seeking to ensure that procurement practices are sound and in the best interest of all countries.

Procurement is a major and growing activity.  Because of it’s size and increasing competition, it is also a sensitive activity.  On a Bankwide basis, works and goods (including equipment) account for 92% of disbursements.  There are at present about 5,000 projects under execution, and the bank is currently disbursing as about US$50 billion per year, of which approximately 60% is for goods, 30% for works and 10% for services.

The Bank’s reputation as a competent, impartial manager and supervisor and ultimately as a sound financial institution is affected by how the procurement process is conducted.  Its guidance and supervision of the procurement process has enabled it to assure its member countries that procurement has been carried out in an objective and impartial manner, and this has been critical to their continued support of the institution. This course will enable participants to have a grasp of the core principles and guidelines in their procurement endeavors in their respective countries.

PROGRAM KEY FEATURES:

  • Scope of Guidelines (Bank Directives); Interpersonal Competitive Bidding; Bidding Documents; Bid Opening, Evaluation and Award of Contract
  • Modified ICD; Other methods of procurement; Review by the bank of procurement decisions; Domestic Preferences

WHO SHOULD ATTEND

  • Public procurement practitioners at the central (ministry) and sub-central (local government) levels
  • Officials of ministries of finance in charge of monitoring/controlling public procurement transactions
  • Member of national public procurement offices tender boards and tender/proposal evaluation committees
  • Procurement trainers from national educational institutes or government services
  • Procurement and financial auditors as well as “probity advisors” and staff from civil society organizations
AUDITING OF WORLD BANK FUNDED PROJECTS

COURSE OVERVIEW

The purpose of this course is to provide guidance to governmental and private sector auditors tasked with conducting audits of special purpose financial statements related to World Bank financed projects. Recipients of World Bank investment loan funding are required to produce these statements, and additional financial and operational information they considered appropriate, annually in accordance with the applicable loan agreements. This course will assist auditors in conducting auditing procedures sufficient to generate the special audit report outlined for the World-Bank reporting framework.

The course will also cover general information concerning World-Bank financed projects; project accounting, internal control and reporting considerations; as well as project audit considerations. Participants will thoroughly gain an understanding of World Bank financed projects, the financial management structure surrounding them and suggested methods for auditing them.

The level of effort required to conduct an audit of World Bank funded activities will vary from project to project. Relevant consideration in estimating that level of effort include the size of the project, the number of transactions executed during the period under review, the complexity of accounting and reporting issues, and the number of geographic locations where significant activity is conducted and accounted for. The auditor will need to consider these and other considerations before determining the planned scope of audit testing. In this course participants will be grilled on the mechanics of efficient and best reporting systems for World Bank financed projects in their respective project initiatives.

PROGRAM KEY FEATURES:

  • World Bank Financed Projects
  • Project Accounting, Internal Control and Reporting Considerations
  • Project Audit Considerations
  • Illustrative Audit Programs
  • Internal Control Checklist

WHO SHOULD ATTEND

  • Project Managers of World Bank Funded Projects
  • Project Auditors
  • Accountants
  • Managers of Donor Funds
  • Project Directors
  • Fund Managers
FINANCIAL REPORTING AND AUDITING OF PROJECTS

COURSE OVERVIEW

This program addresses the contribution of the financial and project management function in attaining the organization’s objectives in the light of dwindling resources.  Most funds obtained from donor agencies are invested in projects, which call for a sound financial, and project management techniques to ensure the success of both objectives.  These twin demand calls for the maximization of scarce financial resources to accomplish the organizational mandate for sustainable development of the organization.  These are the prime objectives of this program.

PROGRAM KEY FEATURES:

  • 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 programs;
  • Provide tools for efficient Management of Donor- funded projects
  • 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.
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WHO SHOULD ATTEND

  • Executive officers of government departments and parastatals
  • Officers responsible for the management of development organizations
  • Project managers and Evaluators
  • Financial managers and Trainers for Development