Description

 Contract Management for Donor-Funded Projects (With Excel Applications) 


Module 1: Introduction to Contract Management in Donor-Funded Projects

  • Definition and importance of contract management.
  • Key stakeholders in contract management.
  • Contract life cycle stages.
  • Excel Functions: Basic formulas (SUM, AVERAGE, COUNT, CONCATENATE), data formatting for contract databases.

Module 2: Procurement and Contract Planning

  • Procurement planning and contract strategy.
  • Developing effective Requests for Proposals (RFPs).
  • Supplier evaluation and selection criteria.
  • Excel Functions: IF, VLOOKUP, HLOOKUP, INDEX-MATCH for supplier analysis.

Module 3: Contract Negotiation and Award

  • Key principles of contract negotiation.
  • Drafting and reviewing contract terms.
  • Ensuring compliance with donor guidelines.
  • Excel Functions: Conditional Formatting, Pivot Tables for comparative contract analysis.

Module 4: Contract Execution and Administration

  • Managing contract deliverables and timelines.
  • Communication and relationship management with contractors.
  • Documenting contract amendments and variations.
  • Excel Functions: Data Validation, Drop-down Lists, Comments for tracking contract changes.

Module 5: Risk Management in Contract Execution

  • Identifying risks in contract execution.
  • Risk assessment tools and mitigation plans.
  • Compliance with donor regulatory frameworks.
  • Excel Functions: Scenario Manager, Data Tables for risk evaluation.

Module 6: Contract Financial Management and Budgeting

  • Budgeting and cost estimation in contracts.
  • Financial tracking and payment scheduling.
  • Managing variations in contract costs.
  • Excel Functions: Financial Functions (NPV, IRR, PMT), Cost Analysis using Custom Charts.

Module 7: Contract Performance Monitoring and Evaluation

  • Setting Key Performance Indicators (KPIs) for contracts.
  • Performance appraisal and compliance tracking.
  • Reporting mechanisms for donor agencies.
  • Excel Functions: Macros, VBA for automation of contract monitoring reports.

Module 8: Legal and Ethical Considerations in Contract Management

  • Key legal frameworks and compliance in donor-funded projects.
  • Ethical procurement and contract integrity.
  • Dispute resolution and conflict management.
  • Excel Functions: Text Functions (LEFT, RIGHT, MID), Power Query for contract documentation analysis.

Module 9: Contract Closure and Post-Implementation Review

  • Contract closure processes and documentation.
  • Lessons learned and best practices.
  • Impact assessment of contract performance.
  • Excel Functions: Advanced Pivot Tables, Dashboard Creation for post-contract reporting.

Module 10: Case Studies and Advanced Excel Application in Contract Management

  • Real-life case studies of donor-funded contract management.
  • Hands-on exercises on financial analysis and reporting.
  • Final project presentation and feedback session.
  • Excel Functions: Power BI Integration, Data Modeling, Interactive Dashboards for contract performance visualization.


Description

Course Objectives

By the end of this course, participants will be able to:

  1. Understand the fundamentals of contract management in donor-funded projects.
  2. Develop effective procurement and contract administration strategies.
  3. Implement best practices in contract negotiation and risk management.
  4. Utilize contract monitoring tools to ensure compliance with donor regulations.
  5. Manage contract finances, budgets, and financial reporting.
  6. Identify and mitigate risks associated with contract execution.
  7. Enhance performance evaluation and reporting using key contract indicators.
  8. Apply legal frameworks and ethical considerations in contract management.
  9. Develop contract closure and post-contract evaluation strategies.
  10. Leverage Advanced Excel functions for contract tracking, financial analysis, and reporting.


General Notes

GENERAL NOTES
i.   The clients have many options on where they would wish to have the training
ii. The client should communicate their preferred training venue at least seven days before the training date failure to which the training shall take place in Nairobi.
iii. 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.
iii. Training manuals and additional reference materials are provided to the participants.
iv. Upon successful completion of this course, participants will be issued with a Chania finance consultancy certificate.
v.   The onsite training fee covers tuition fees, training materials, tea at 10am, lunch, tea at 4pm, training venue and a certificate on completion. Accommodation and travel may be arranged for our participants upon request.
vi.   The online training fee covers tuition fees, training materials, and a certificate on completion.

Available at the following Venues

  • Nairobi
  • Google Meet

Choose the date you would like to take the course