Development of Financial Management Training Curriculum Tender, USA - 26608360

Procurement Summary

Country : USA

Summary : Development of Financial Management Training Curriculum

Deadline : 19 Sep 2018

Other Information

Notice Type : Tender

TOT Ref.No.: 26608360

Document Ref. No. :

Competition : ICB

Financier : Department For International Development

Purchaser Ownership : -

Tender Value : Refer Document

Purchaser's Detail

Purchaser : ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION (EGPAF)
1140 Connecticut Avenue NW, Suite 200; Washington D.C. 20036 Attn: Cathy Colbert, Sr. Awards & Compliance Officer / Katie Queen, Director, Finance & Accounting / Gabrielle Bielen, Director, Project Management
USA
Email :ccolbert@pedaids.org / kqueen@pedaids.org / gbieln@pedaids.org
URL :http://www.pedaids.org/

Tender Details

Request for proposals are invited for Consultant will Develop a Three-Day Financial Management Training Curriculum for EGPAF-s Programs (Non-Operations) Staff, Focused Specifically on the Needs of Project Managers.

The Elizabeth Glaser Pediatric AIDS Foundation, a non-profit organization, is the world leader in the fight to eliminate pediatric AIDS. Our mission is to prevent pediatric HIV infection and to eliminate pediatric AIDS through research, advocacy, and prevention and treatment programs.

For more information, please visit http://www.pedaids.org.

BACKGROUND

Over the last few years EGPAF has developed a strong in-house training program for Project Managers following the PMD Pro (Project Management for Development Professionals) Guide and using a tailored in-house curriculum. As training has rolled-out across the organization, there has been an identified need for basic financial management training for our programs (nonfinancial) staff and specifically Project Mangers. EGPAF has explored the FMD Pro (Financial Management for Development Professionals) curricula and decided to invest in a more tailored financial management training approach, which speaks to the PMD Pro and EGPAF tools and processes.

PURPOSE/SCOPE OF WORK

Consultant will develop a three-day financial management training curriculum for EGPAF-s programs (non-operations) staff, focused specifically on the needs of Project Managers. The curriculum will use terminology and process from the PMD Pro, while introducing programs staff to key financial management concepts and EGPAF specific tools and processes. The curriculum will train Project Mangers in their role and responsibilities for project financial management while providing other programs staff with knowledge and skills to be knowledgeable consumers of project financial information.

Development of materials will be done in close consultation with EGPAF-s Director of Finance and Accounting, and Director of Project Management. The Foundation is working with a hard deadline of December 31, 2018 for completion of work.

CONTRACTOR DELIVERABLES

? Detailed training syllabus or outline

? Facilitator guide including

o specific learning objectives

o facilitator talking points

o session plans for each lesson - see sample “Session Plan” attached, although we are open to recommendations on the best format

? Participant workbook covering all key content from the training - designed as reference for participant use post-training (formatted for printing)
? Presentation slides (in PowerPoint format with EGPAF branding, template to be provided)
? Training activities utilizing participatory training approaches
? Training evaluations (pre and post)

DESIRED EXPERIENCE:

The Foundation is looking for a consultant with the following experience:
? Familiarity with PMD Pro
? Experience in instructional design of finance trainings

? Knowledge of U.S. Government funding. Knowledge of non-USG donors, like DFID, UNITAID, UNICEF, etc. a plus

? Demonstrated ability to collaborate closely with staff to understand existing processes and tools which will be presented in curriculum
? Experience facilitating finance trainings a plus
? Knowledge of the international development sector a plus

FOUNDATION RESPONSIBILITIES:

EGPAF will make our systems, tools and procedures available to consultant. Additionally, key staff responsible for roll-out of the training will work closely with the consultant to provide regular feedback during the development of these materials.

LOGISTICS:

Preference given to consultants who can be available to meet on site regularly with EGPAF staff. Phone calls and other remote working communications expected regularly.


KEY CONTRACT TERMS: The anticipated contract type is fixed price. Unless stated otherwise in the statement of the work, the Contractor is responsible for providing equipment and/or supplies required to perform the services.

All deliverables provided to the Foundation must be furnished for the use of the Foundation without royalty or any additional fees. All Materials will be owned exclusively by the Foundation. Contractor will not use or allow the use of the Materials for any purpose other than Contractor-s performance of the Contract without the prior written consent of the Foundation.

EVALUATION CRITERIA AND SUBMISSION REQUIREMENTS:

The Foundation will accept the proposal that presents the best value. All proposals will be evaluated against the following Evaluation Criteria. Each proposal must contain the items listed in the Submission Requirements column in the following chart. Please submit your Submission Requirements in the order that they appear below.

PROPOSED TIMELINE:
DATE: September 5, 2018 - Release of RFP
DATE: September 12, 2018 - Submission of Contractual and Technical Inquiries: Cathy
Colbert, Sr. Awards & Compliance Officer, at ccolbert@pedaids.org with a “cc” to Katie Queen,
Director, Finance & Accounting, at kqueen@pedaids.org and Gabrielle Bielen, Director, Project
Management, at GBieln@pedaids.org .

No phone calls please.
DATE: September 14, 2018 - Question and Answer Response Document posted on EGPAF
website at http://www.pedaids.org/pages/contracting-opportunities.
DATE: September 19, 2018 - Completed proposals must be delivered electronically by the
deadline mentioned on page one to: Cathy Colbert, Sr. Awards & Compliance Officer with a
“cc” to Katie Queen, Director, Finance & Accounting and Gabrielle Bielen, Director, Project
Manager at the above e-mail addresses.
DATE: On or about September 24, 2018 - Final decision announced and Offerors notified
DATE: On or about September 28, 2018 - Contract executed and Services begin.
Please note it is our best intent to comply with the above timeline but unavoidable delays
may occur.

Documents

 Tender Notice