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  EXPERIENCES
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GRANT AND CONTRACT MANAGEMENT
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PROGRAM MANAGEMENT
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INSTITUTIONAL STRENGTHENING
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TRAINING
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DEMOCRACY AND GOVERNANCE
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EDUCATION
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RECRUITMENT
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GRANT AND CONTRACT MANAGEMENT

  • Wrote various manuals on grants management. See selected publications.
  • Provided guidance on satisfactory resolution of major EPA IG audit issues and wrote portions of audit response, developed labor distribution system and report, developed internal operating manuals, and resolved issues of allocation of indirect costs.
  • Directed one-day strategy session on managing sub awards.
  • For Thompson Publishing’s Federal Grants Management Handbook, wrote Sections 1 and 2 for the U.S. Agency for International Development Federal Agency Reference Chapter.
  • Wrote and negotiated $1,000,000 contract to the principal U.S. subcontractor, wrote fixed price and task-order subcontracts, and wrote research sub grants. 
  • Wrote comprehensive bid/solicitation package for 36 specialized laboratory equipment and supply items for waste-water treatment plants in Romania. 
  • Analyzed whether 29 universities were complying with grant terms and conditions.

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PROGRAM MANAGEMENT

  • For the IRS, developed the agenda and materials and served as facilitator for a two- day conference on restructuring management of its Low Income Tax Clinic Program.
  • Developed and conducted four three-day workshops on "Managing the Ambassador’s Small Self-Help Program." Wrote the Field Manual used by U.S. Embassy staff to award and manage the small community grants.
  • Designed and wrote the Training and Education for South Africa (TESA) proposal. It was initially funded ($5M) for five years and than for an additional five years.
  • Served as grants management and financial specialist that evaluated the management of a nonprofit’s $15 million USAID Cooperative Agreement. 
  • Analyzed the integrity of obligations and expenditures under a $31.5M Africa Private Enterprise Project and made recommendations for improved project management. 
  • Conducted a comparative review of over 65 USAID project evaluations conducted over a two-year period and synthesized the key issues and lessons learned. 

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INSTITUTIONAL STRENGTHENING

  • For a U.S. NGO with multiple projects and locations in Nigeria, interviewed participants and facilitated a 20-person staff retreat on strategic planning and team building. 
  • Advised on issues related to absorbing another non-profit organization. 
  • Conducted a comprehensive risk and vulnerability analysis of a $1.6 billion portfolio of 770 grants/contracts with 280 organizations and developed an accompanying Financial and Management Policy to reduce the risk. 
  • Advised and mentored eleven Bulgarian NGOs receiving USAID funds as sub recipients on institutional/management structural issues, financial and project management procedures, organizational budgets and recovery of indirect costs, and compliance with grant terms and conditions. Worked with the NGOs to develop their internal Operating Manuals. 
  • For new NGOs, wrote manual “Budgeting Guidelines for Partnership NGO Directors.”
  • Worked directly with the Executive Director to strengthen internal procedures, establish organizational internal controls, and provided guidance on the issues associated with managing federal grants and the impact on the organization’s culture.
  • Provided on-going advise on: calculating an indirect cost rate, developing procedures on identifying and documenting matching contributions, A-133 audit procedures and issues, internal organizational issues, grant management, and developed an indirect cost rate that was approved by HHS, USAID, BOI and EPA. 
  • Conducted a comprehensive review and assessment of management and control procedures and practices. Major areas reviewed were: financial management, grant compliance, procurement, management, personnel and staff development, and audit.
  • Conducted studies and wrote reports on "Donor Policies and Practices Regarding the Reimbursement of Overhead/Indirect Costs" and "Multiple Methods of Recovering Overhead/Indirect Costs."
  • Developed and wrote internal operating manuals on: Financial Systems, Personnel Operations, Travel Policies, Procurement Procedures, and Property Management. 

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TRAINING

  • Conducts customized workshops to meet clients’ needs in areas of: Cost Principles and Audit Resolution, Developing Indirect Cost Rates, Managing Federal Grants, Overview to RFP and other Contract Issues, Establishing and Managing an Overseas Field Office, Project Management, Sub recipient Monitoring, Institutional Impact of Receiving Federal Grants, and other related topics. 

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DEMOCRACY AND GOVERNANCE

  • Advisor on developing performance criteria for Local Government grant programs.
  • Team Leader that assessed USAID's Democracy and Human Rights Fund project, that awards small grants throughout sub-Sahara Africa. Directed three-person team and had overall responsibility for the final report.
  • Designed a $15 million, five year small grants project, Democracy and Human Rights Fund II, administered by U.S. Embassies throughout sub-Sahara Africa. The grants focus on human rights, democracy, civil society and governance. Developed and conducted workshops for managing the project, and wrote the Operations Manual. 

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EDUCATION

  • In Guinea and Namibia, negotiated with the Ministry of Education and USAID on the technical assistance and scope of work, e.g. curriculum development, school administration, teacher mentoring, of IFESH's long-term education advisors. Established offices in both countries, selected and hired a country representative, identified office space, and began the local NGO registration process.
  • In Malawi, negotiated with the Ministry of Education, USAID/Malawi, and Montfort College the scope of work and expected deliverables to be provided by three long-term special education specialists for primary school children. 
  • Wrote proposal to the Mott Foundation for professional training of historically disadvantaged junior level professionals in South Africa and to the Kellogg Foundation for basic adult education for rural women in South Africa.

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RECRUITMENT

  • Has successfully recruited and placed candidates with: ABT, AIHA, CHF International, Global Rights, GWU School of International Health, IFESH, IRD, IREX, LSN, and PADF. 

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Solloway & Associates, Inc.
All Rights Reserved Worldwide

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