consulting with i-tech
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CONSULTING WITH I-TECH. Session Objectives. By the end of the session, participants will be able to : Identify possible conflicts of interest Describe the terms, conditions, activities and deliverables outlined in your ClASS consulting agreement - PowerPoint PPT PresentationTRANSCRIPT
CONSULTING WITH I-TECH
Session Objectives
By the end of the session, participants will be able to:
• Identify possible conflicts of interest • Describe the terms, conditions, activities and
deliverables outlined in your ClASS consulting agreement• Accurately complete invoices for fees and
expenses• Explain the importance of trip and 360 degree
evaluations
Potential Conflicts of Interest
• Be transparent about potential conflicts of interest!– Reviewing former employer– Reviewing competing organization
• Scope of Work
• Specific Activities
• Deliverables
• Payment/Budget
• Travel & Related Expenses
• Meals & Incidental Expenses
The Consulting Agreement
Scope of Work
• Outlines broad work expectations • Details may change in order to address needs
identified in the field• Flexibility required in order to address emerging
objectives and needs
• Specific to a particular country
• Defines limits to billable hours
Activities and Deliverables
Payment & Budget
Travel & Related Expenses (1)
• In most cases, I-TECH will pay for capital city hotel directly
• Be prepared with several payment methods
• Lodging at secondary site• In-country airfare to site locations
Travel & Related Expenses (2)
Meals & Incidental Expenses (1)
• No need to keep meal receipts.
Meals & Incidental Expenses (2)
The M&IE rate is quoted as a single maximum amount; reimbursement for a particular meal is limited to 25% of that amount for breakfast,
30% for lunch and 45% for dinner;
Expense Reimbursement
• Save all receipts for non-meal business expenses
Invoicing
• Consultants should invoice for completed activities and deliverables• Invoices shall be submitted on a monthly basis for all
activities/deliverables completed during the prior month or as soon as possible thereafter • Final payment will be remitted upon receipt by I-TECH
of all receipts, deliverables and reports• Allow up to 45 days for reimbursement of each signed
invoice
Invoicing
• Reviewers are paid for 8-hour days
Trip Evaluations• Partner survey• Reviewer survey
Evaluating ClASS
360 degree evaluations• For new reviewers• For reviewers
serving in a new role
Evaluating the Reviewer (1)
Evaluating the Reviewer (2)
• Local Context Competency• Accountability Competency• Ethical and Legal Practice Competency• Service Provision Competency• Communication Competency
Key Points
• It is important to disclose any potential conflicts of interest as soon as you are aware of them.• Terms, conditions, activities, deliverables and
payment information are outlined in your ClASS consulting agreement.• Your evaluation feedback is invaluable, both for
the performance of other reviewers and to ensure the continuing adaptability and relevance of the ClASS process.
QUESTIONS?