Research support services
TECHNICAL PROPOSAL
CONSULTING SERVICES TO DEVELOP RRA STAFF TRAINING STRATEGY TO SUPPORT RRA’S CORPORATE STRATEGY.
APEX CONSULTING GROUP LIMITED
PLOT 07, NAMIREMBE ROAD
P.O.BOX 2000 KAMPALA
TELEPHONE: +2563009867598
EMAIL; apexconsultinggroup@gmail.com
Website; www.apexconsulting.org
Contents
1.1 OBJECTIVES OF THE ASSIGNMENT.. 4
2 CONSULTANT’S ORGANIZATION AND EXPERIENCE.. 5
2.1 CONSULTANT’S ORGANISATION.. 6
2.1.1 PROFILE OF THE CONSULTANT.. 6
2.1.2 OUR MISSION, VISION AND CORE VALUES. 6
2.3 CONSULTANT’S EXPERIENCE.. 11
3.1 Understanding the Objectives of the Assignment 15
3.2 Comments on the Terms of reference. 17
On Counterpart Staff and Facilities. 17
4 DESCRIPTION OF THE METHODOLOGY AND WORK PLAN FOR PERFORMING THE ASSIGNMENT 17
4.1 APPROACH OF THE ASSIGNMENT.. 18
4.1.1 PLANNING AND ORIENTATION.. 18
4.1.3 PHASE II- IMPLEMENTATION OF THE ASSIGNMENT.. 19
4.1.4 DEVELOPMENT OF STAFF TRAINING STRATEGY.. 21
4.1.5 IMPLEMENTATION STRATEGY AND PLAN: 22
4.1.6 A MONITORING FRAMEWORK FOR RRA STAFF TRAINING STRATEGY FOR RRA 22
5 PROPOSED TEAM COMPOSITION AND THEIR QUALIFICATION.. 23
6 CIRRICULUM VITAE FOR PROPOSED PROFESSIONAL STAFF. 24
1st October,2019
TO THE PROCUREMENT OFFICE
KIMIHURURU KGA AV8
P.O BOX 3987 KIGALI
Dear Sir:
We, the undersigned, offer to provide consultancy services for developing RRA staff Training strategy to support the RRA’s Corporate strategy in accordance with your Request for proposal issued 30th August 2019 and our Proposal. We are hereby submitting our proposal which includes this Technical Proposal, and a Financial Proposal sealed under a separate envelope.
We hereby declare that all the information and statements made in this Proposal are true and accept that any misinterpretation contained in it may lead to our disqualification.
If negotiations are held during the period of validity of the proposal, i.e. 120 days, we undertake to negotiate on the basis of the proposed staff. Our proposal is binding upon us and subject to the modifications resulting from Contract negotiations.
We understand you are not bound to accept any RFQ you receive.
We remain,
Yours Sincerely,
NATUWHERA GLORIA
EXECUTIVE DIRECTOR
1 INTRODUCTION
Rwanda Revenue Authority has received funds from the government of Rwanda towards the cost for Hiring a consultancy firm to develop RRA Staff Training Strategy to support the RRA’s corporate strategy. The Client intends to apply a portion of the funds to eligible payments under the contract for which this Request for Proposals is issued. Rwanda Revenue Authority (RRA) wishes to develop Staff Training Strategy aligned to the Authority’s 5-year strategic plan, develop the competencies that are required to run an effective and efficient revenue administration, capacity to its people to help them achieve current and future roles while integrating it with other HR functions. In this regard, RRA is seeking to recruit a consulting firm that should be able to develop the strategy and a plan to implement it.
1.1 OBJECTIVES OF THE ASSIGNMENT
The main objective of the assignment is to develop a training strategy aligned to RRA’s corporate strategy with a view to achieving the Authority’s mandate through improved staff competencies.
1.2 SCOPE OF WORK
The Consulting services will include, but not limited to the following scope of services;
- Understand the Authority’s:
- Strategic plan, mandate, vision, mission and values
- Operation environment.
- Operations of the Training Department.
- Training interactions with and support of other Departments.
- Training and Development policy and other relevant HR policies.
- Develop a training strategy that:
- Is aligned to the Authority’s 5-year strategic plan, develops all the competencies that are required to run an effective and efficient revenue administration, capacitate its people to help them achieve current and future roles.
- Integrates with other HR strategic functions
- Develop a plan for implementation of the training strategy developed.
- Undertake skills audit/skills gap analysis for the entire organization to compare current skills with skills required for the future.
- Undertake a training needs analysis.
- Develop a plan to implement the RRA Training Strategy by the Authority to address immediate, short-term and long term skills and knowledge requirements.
- Propose a process for periodic review of the strategy for it to remain relevant and aligned to organizational current and future training needs in line with its strategy.
- Ensure skills transfer for training and development personnel in undertaking the assignment.
- Recommend necessary governance structures/stakeholders and responsibilities for effective implementation of the strategy and training plan.
- Prepare progress reports for presentation to RRA.
- Make presentations to RRA on completion of each deliverable.
- Present the draft final training strategy to RRA.
- Produce final training strategy, the plan to implement the training strategy and submit it to the Principal, RRA training Institute for approval.
- Prepare an end of assignment report for presentation to RRA.
- To undertake a desktop review to gather background information to help in the development of the training strategy.
- To develop a training strategy that is aligned to the Authority’s 5-year strategic plan
- To develop a roadmap and a plan for implementation of the strategy.
- To prepare progress reports for presentation to RRA.
- To prepare draft and final training strategic plans for presentation to RRA.
- To prepare an end of assignment report for presentation to RRA.
2 CONSULTANT’S ORGANIZATION AND EXPERIENCE
2.1 CONSULTANT’S ORGANISATION
2.1.1 PROFILE OF THE CONSULTANT
Apex Consulting Group Limited is a key regional player in business consulting and advisory services field within the East African Countries of Uganda, Kenya, Tanzania, South Sudan, Rwandan regions and Burundi with the aim of bridging gaps between the management approaches and its actual implementation plans. Apex Consulting Group Limited’s services are grouped into three main categories:
- Business Advisory
- Technical Consultancy
- Training and Development
All categories serve a wide range of domestic, regional and multinational clients in the region and are recognized as market leaders in multiple business areas. Our daily challenges are acquiring the most up-to-date knowledge in different management functions as well as an up-to-date knowledge of the latest technologies and utilizing this knowledge to maximize the value added services to our clients.
Persistently working toward continuous improvement, and stretching our potential, we have succeeded in developing models and tools that serve to identify our clients’ specific requirements and cater to addressing them in the most effective and efficient manner. We believe that this represents our main competitive edge, and as such we strive to constantly upgrade and fine-tune these methodologies to remain in line with local and regional business environments.
We offer a holistic range of financial management and business advisory services, suited to public service organizations and small and medium enterprise
2.1.2 OUR MISSION, VISION AND CORE VALUES
Our vision
To be the best known, hands-on accounting, business advisory and management consulting firm for public service organizations and small and midsized businesses in the East African region and neighboring area.
We believe we will achieve our vision by delivering best in class business and financial advisory solutions for public service organization and small and midsized organizations with better collaboration, professionalism and exceptional client service. By building a culture that attracts the best people drawn to the opportunity to work on the hardest problems.
Our mission
Our mission every day is to make available to public service organization and small and midsized businesses, the business advisory solutions and expertise typically enabling them to achieve their long-term financial, economic and operational vision.
Our objective every day is to help our clients make substantial improvements in their performance and to build a great firm. We partner with our clients’, providing unparalleled support and best in class business and financial solutions.
Our values
As our business continues to grow we work hard to keep these values at the core of our operation. We are a company that values individual excellence and strong teamwork, where people care about each other and share their knowledge freely.
We strive for excellence and aim to exceed expectations. We work hard to achieve our goals and we encourage our staff to be ambitious. We constantly reward and celebrate individual and team success. Retaining our competitive edge through innovation is central to the way we operate and we are always looking to improve our business processes and services.
2.2 COMPANY’S HISTORY
Apex Consulting Group Limited was incorporated in Uganda in 2008 with offices in all the East African countries. Apex Consulting Group Limited specializes in the strategic outlook of various disciplines including, capacity building, Monitoring and Evaluation, project management, public private partnerships, procurement, information and communication technology, HR management, Finance, Accounting, Auditing, service operations and etc. This team of experts blends professionalism with a wealth of market knowledge, experience, and track record and have worked together on various assignments in different countries. Apex Consulting Group Limited has its head office located in Uganda situated at Plot 07 Namirembe Road opposite Lohana Academy, Kampala Uganda.
What we do
Capacity Building and Change management
We do train employees at different levels and help them appreciate the organisational goals and objectives to work in with them. We conduct customized training in the following areas:
- Human Resource Management
- Procurement
- Change management
- Team building
- Financial management
- Customer relationship management
- Strategic management
Accounting services
Our comprehensive range of accounting services assist clients in dealing with complex accounting and financial management challenges allowing them to rather focus on their core competencies. our unique approach enables our clients to be in complete control of this function without feeling that it has been outsourced.
Our accounting services include;
- Project cost management and budgeting
- Feasibility studies
- Financial due diligence
- Business planning
- Financial sustainability reviews and recommendations
- Financial modelling and analysis
- Facilitation of funding
- Tax compliance, application and clearance certificates.
Company secretarial services
We offer a range of company secretarial services that assist clients in meeting legislative requirements. We are also in position to assist upcoming entrepreneurs in registering their companies and ensuring that they are tax compliant.
Our company secretarial services include;
- Company registration
- Annual returns
- Change of members/directors
Internal audit and risk management
We provide independent and objective assurance, advisory and consulting services to evaluate and improve the adequacy and effectiveness of our clients control, risk management and governance processes.
Our internal audit and risk management services include;
- Risk assessment
- Governance reviews
- Independent audits and audit reviews
- Developing appropriate policies and procedures
Procurement management
Today’s global economy demands that organizations implement strategic processes to maintain their competitive edge. Our strategic sourcing and procurement solutions help clients transform their supply chain processes by adopting holistic approaches of procurement and IT systems integration. We have formed strategic partnerships with leading business and technology companies whose products and services complement our solutions.
Our procurement management services include;
- Spend analysis
- E- procurement
- Invoice management
- Strategic sourcing
- Data base management
- Contact and SLA management
- Preferential procurement management
Asset Management
We provide a complete and reliable asset management service. This includes compiling asset registers, identifying assets and their values, tracking assets, and reporting or our client’s asset environments. We partner with engineering firms and technical experts in dealing with the complex, technical aspects of asset management.
Our asset management services include;
- Asset verification
- Conditions assessment
- Developing appropriate procedures and policies
- Advisory services and training
Revenue enhancement
We are committed to assisting our clients in making the most out of existing and new revenue sources. Our approach is to help clients not only manage their revenue but maximize it. We tap into our strategic network of revenue enhancement specialists in crafting solutions that actively address challenges on this front.
Our revenue enhancement services include;
- Monitoring and evaluation
- Awareness campaigns
- Meter reading and billing process reviews
- Cash flow management and budget evaluations
- Debt management and credit control
- Data management and reviews
- Indigent management and surveys.
Our training and consulting services are based on international best practice and concepts. We demonstrate our commitment to the client through tailored training for each entity. We also partner with development authorities. We endeavor to work with start-up, transforming, growing and established entities in strategy implementation, strengthening systems and processes and building capacity and competencies.
2.3 CONSULTANT’S EXPERIENCE
Training Uganda Police Kampala Police station: Procurement and Contract Management
Assignment Name Training in Procurement and contract Management of Uganda Police procurement department | Approx. Value of the Contract
UGX 5,000,000 |
Country Uganda | Duration of Assignment 2-Day |
Address Uganda Police P.O. BOX, 123 Uganda | Approx. Value of services provided by Apex Consulting Group Limited staff
100% |
Start Date(Month/year)
November 2012 | Total number of Staff-moths of the Assignment
1 Month |
Name of Associated Consultants if any
| Name of Senior Staff of Apex Consulting Group Limited involved and functions performed
LEAD TRAINER Dr. Kiiza Brian
Trainer: Natuwhera Gloria |
Narrative Description of the project
To enhance, through training, the skill and competence of procurement management staff | |
Description of Actual services provided by Apex Consulting Group Limited staff:
|
Training Uganda Police Procurement and Logistics Staff of Mbuya
Assignment Name: Training of the Uganda police force procurement and logistics staff | Country: Uganda | |
Location within Country: Kampala | Professional Staff Provided by Your Firm/Entity(profiles): Team Leader Procurement Specialist
| |
Name of procuring entity: Uganda Police | No of Person Months: 3 | |
Address: Mbuya Plot 10 P.O. Box 10056 Kampala Uganda
| Duration of Assignment: Three Months | |
Start Date (Month/Year): December 2013
| Completion Date (Month/Year): February 2014 | Approx. Value of Services (in Current Ugx): 15,000,000 |
Name of Associated Consultants, If Any:
| No of Months of Professional Staff Provided by Associated Consultants:
| |
Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: 1. Team Leader: Musoke Sam 2. Team member: Kwagala Pamela | ||
Narrative Description of Project: Procurement training
| ||
Description of actual services provided by your staff within the assignment:
Training procurement staff into procurement processes, principles and ethics in procurement.
| ||
Training Procurement Officers, Rwanda: Procurement and Contract Management
Assignment Name Procurement Management training for public officers in Rwanda | Approx. Value of the Contract
$ 220,000 |
Country Rwanda | Duration of Assignment 4 months |
Address Rwanda Public Procurement Authority P.O. BOX 43452, KIGALI | Approx. Value of services provided by Apex Consulting Group Limited staff
100% |
Start Date(Month/year)
December 2016 | Total number of Staff-moths of the Assignment
4 Months |
Name of Associated Consultants if any
| Name of Senior Staff of Apex Consulting Group Limited involved and functions performed
LEAD TRAINER Kijjambu Sam Trainer: Mukisa Fred |
Narrative Description of the project
To enhance, through training, the skill and competence of staff working in the public sector in the area of procurement in Rwanda | |
Description of Actual services provided by Apex Consulting Group Limited staff:
|
Development of Staff Training Strategy for Pride Micro Finance, Uganda
Assignment Name: Development of staff training Strategy for Pride Micro Finance | Country: Uganda | |
Location within Country: Kampala | Professional Staff Provided by Your Firm/Entity(profiles): Team Leader: Mukasa Bill
| |
Name of procuring entity: Pride micro finance | No of Person Months: 2 | |
Address: Pride Micro Finance Head office P. o. Box 7567 KAMPALA | Duration of Assignment: One month | |
Start Date (Month/Year): April 2017
| Completion Date (Month/Year): May 2017 | Approx. Value of Services (in Current US$): Ugx 10,000,000 |
Name of Associated Consultants, If Any:
| No of Months of Professional Staff Provided by Associated Consultants: 100% | |
Name of Senior Staff (Project Director/Coordinator, Team Leader) Involved and Functions Performed: Team Leader: Kijjambu Sam
| ||
Narrative Description of Project: Specific Objectives: · Provision of training services for administrative officers · Take on higher roles in the different departments · Effectively manage themselves, their subordinates and their “Bosses” · Manage stress and pressure in an increasingly challenging environment · Develop the managerial aspects of their role · Communicate confidently, be more assertive, and become more proactive
| ||
Description of actual services provided by your staff within the assignment: · Design and deliver a tailor made program to suit the identified needs of the participants · Development of the staff training strategy · Provide soft copies of the training materials to the participants · Employ a wide range of training programs that include lectures, group discussions
| ||
3 COMMENTS AND SUGGESTIONS OF CONSULTANTS ON THE TERMS OF REFERENCE AND ON DATA, SERVICES, AND FACILITIES TO BE PROVIDED BY THE PROCURING ENTITY
3.1 Understanding the Objectives of the Assignment
Apex Consulting Group Limited has carefully reviewed the Terms of Reference and understands the main objective of the assignment is to develop a training strategy aligned to RRA’s corporate strategy with a view to achieving the Authority’s mandate through improved staff competencies.
Apex Consulting Group Limited further acknowledges that the above objectives will be achieved through a training course that imparts knowledge and skills, which will enable participants to confidently handle diverse challenges and demands of supporting the RRA’s Corporate strategy.
Apex Consulting Group Limited also comprehends the key tasks expected of the consultant which include:
- Develop a training strategy that:
- Is aligned to the Authority’s 5-year strategic plan, develops all the competencies that are required to run an effective and efficient revenue administration, capacitate its people to help them achieve current and future roles.
- Integrates with other HR strategic functions
- Develop a plan for implementation of the training strategy developed.
- Undertake skills audit/skills gap analysis for the entire organization to compare current skills with skills required for the future.
- Undertake a training needs analysis.
- Develop a plan to implement the RRA Training Strategy by the Authority to address immediate, short-term and long term skills and knowledge requirements.
- Propose a process for periodic review of the strategy for it to remain relevant and aligned to organizational current and future training needs in line with its strategy.
- Ensure skills transfer for training and development personnel in undertaking the assignment.
- Recommend necessary governance structures/stakeholders and responsibilities for effective implementation of the strategy and training plan.
- Present the draft final training strategy to RRA.
- Produce final training strategy, the plan to implement the training strategy and submit it to the Principal, RRA training Institute for approval.
- To undertake a desktop review to gather background information to help in the development of the training strategy.
- To develop a training strategy that is aligned to the Authority’s 5-year strategic plan
- To develop a roadmap and a plan for implementation of the strategy.
- To prepare draft and final training strategic plans for presentation to RRA.
Lastly, Apex Consulting Group Limited understands that development of the training strategy is primarily targeting public officials involved in Rwanda Revenue Authority with duration of 4 months. The mode of presentation will include group discussions, presentation, question and answers, illustrations and examples.
3.2 Comments on the Terms of reference
We appreciate the TOR as summarized above and have no further observations and suggestions because they are clearly stated.
On Counterpart Staff and Facilities
3.2.1 Staff Availability
Apex Consulting Group Limited does not expect the client to provide staff to perform the assignment.
3.2.2 Facilities
In line with the TORs Apex Consulting Group Limited expects the client to provide office space facilities. However, Apex Consulting Group Limited will provide equipment such as laptops that will be used during developing of the training staff strategy.
4 DESCRIPTION OF THE METHODOLOGY AND WORK PLAN FOR PERFORMING THE ASSIGNMENT
The development of a training staff strategy of this kind is intrinsically a straight forward process, although the specific settings in which the training strategy is to be developed requires detailed training needs analysis. We are aware that the main objective of the assignment is to develop a training strategy aligned to RRA’s corporate strategy with a view to achieving the Authority’s mandate through improved staff competencies.
4.1 APPROACH OF THE ASSIGNMENT
This assignment will be carried out in three phases namely
Phase I- Planning and orientation
- Entry meeting with key stakeholders to gather information of the assignment
- Confirming terms of reference, objectives and scope of the assignment
- Understanding the Authority’s:
- Strategic plan, mandate, vision, mission and values
- Operation environment.
- Operations of the Training Department.
- Training interactions with and support of other Departments.
- Training and Development policy and other relevant HR policies.
- Develop a detailed methodology
- Agree on a work plan
- Draft an inception report
Phase II- Implementation of the assignment
- Execution of the assignment according to the agreed work plan
- Hold consultations with the key stakeholders to gather information relevant to the assignment.
- Review all documents available in the organization relevant to the assignment.
- Undertake a training needs analysis
- Training & Development strategy and implementation plan
Phase III- Reporting
- Preparation of situational Analysis report
- Preparation of draft final training strategy to RRA
- Submission of draft training strategy to RRA
- Preparation of final Training and Development Strategy and implementation plan
- Submission of the final report
4.1.1 PLANNING AND ORIENTATION
Any capacity development assigned is well executed with a clear and well thought out evaluation and training analysis plan. Our evaluation and training analysis plan will be an organized description of the activities and resources leading towards specific learning objectives.
We will have an activity breakdown showing the subject matter as in the TOR, time needed, the strategies for developing a training and development strategy.
After the entrance meeting with clear re-echoing of the intention of the client and the project at hand, with goals and deliverables reaffirmed, road map and action plans with clear projected timelines, clear background, the consultants will go ahead to execute the project following the guidelines below.
4.1.2 INCEPTION REPORT
After the training needs assessment, the consultant will go ahead and clearly describe the outline of the materials to be developed an agreement reached with the client. Currently we try to design the possible methodology for the assignment, however, from the entrance meetings, situational Analysis and training needs assessment we will be able to have a clear perspective on the nature and depth to the materials to be covered. During this stage as well, the consultant will clearly map out the teaching areas and try to expand them more. This will help in the next steps of designing full training modules.
4.1.3 PHASE II- IMPLEMENTATION OF THE ASSIGNMENT
SITUATIONAL ANALYSIS
This will involve holding consultations with the key stakeholders to gather information relevant to the assignment, review all documents available in the organization relevant to the assignment and present findings on the situational analysis to the Principal for RRA Training Institute.
- Review of the relevant documents
We shall review and redesign the structure of the staff inventory to allow for the capture of all necessary information on staff (including all types of training received by staff) in order to support the human resources development process in the functions of financial management for Rwanda Revenue Authority. The new design of the inventory will take into account staff structures and designation in the various Budget Agencies. We will also document location, ownership and responsibilities for the inventory (inventories) for different levels/Budget Agencies of government, mechanisms for consolidation where necessary;
- Collect data on existing staff and update the inventory.
- Provide a mechanism and arrangements that will ensure that the inventory is kept up-to-date and integrated in order to ensure sustainability
- Support RRA to generate a list of staff profile.
In carrying out this task, we shall leverage various capacity building needs assessments that may have been carried out to-date towards the strengthening of the RRA function under various institutions and at the end of this activity, a situational analysis report will be developed and submitted to the client for presentation to the key stakeholders.
- Training needs analysis/assessment
Unless this has already formed part of the initial preparations, training need assessment will need to be undertaken for the planners, budget officers, internal auditors, accountants, store keepers, fiscal officers, government economists, directors of administration and finance to be developed so as to pitch the training strategy to the required level. We will therefore undertake a skill needs assessment through face to face interactions and focus group discussions in order to evaluate their competence in the various areas to be covered. This information will then be used in consultation with the client and other stakeholders to develop training modules to be put in the strategy to be used during the training. The staff inventory will be an important tool in the development of the human resource. The Consultant will to track the staff, their posting and training gaps.
The Consultant will define and document the training needs assessment and develop a situational analysis report taking into account the new operational framework of laws, regulations, processes and systems and job descriptions. The assessment will also take into consideration the training proposed under this assignment. It is envisaged that training to be considered under this activity shall include
- a) basic or orientation training that is expected to get staff to appreciate and use elements of the operational framework of laws, rules, regulations, processes, guidelines, etc.,
- b) Critical skills training in selected areas and for limited staff intended to evolve proficiency and expertise in all the PFM disciplines
As part of this activity and for purposes of strengthening the planning and budgeting process of the budget agencies, the consultants shall establish a template for immediate training/skills enhancement needs, which could support the budget preparation, including budget allocations for the donor funds. In assessing the skills needs and consequently the establishment of the skills gap the consultant shall leverage the various ‘competency frameworks’ which have been developed or being considered by the government on all major RRA functions/roles in recent decades.
4.1.4 DEVELOPMENT OF STAFF TRAINING STRATEGY
The development programme shall cover all financial management staff of RRA. The consultant will:
- Develop a training policy that will establish and maintain a training system that will create a highly competent workforce for public financial management.
- Develop a training strategy that:
- Is aligned to the Authority’s 5-year strategic plan, develops all the competencies that are required to run an effective and efficient revenue administration, capacitate its people to help them achieve current and future roles.
- Integrates with other HR strategic functions
- Determine the categorization of staff into suitable groups taking into account the various parameters including the kind of training, location in the country, etc.;
- Initiate contact or contract arrangements with institutions/bodies to which professional attachment will be required e.g. ICPAR, CIPFA, ACCA, CIA, CIPS etc.; This is aimed at creating partnerships with professional bodies and institutions of higher learning to incorporate PFM courses in their curriculum and offer training and certification in PFM disciplines
- Recommend necessary governance structures/stakeholders and responsibilities for effective implementation of the strategy and training plan.
- Design a suitable schedule for training of the various groups identified above;
- Articulate good practice in training including minimum expectations of employees and employers around attendance, training contracts; revision, study leave, retakes, bonding;
- Suggest to the client suitable institutions that offer various trainings in and out of the country; and cost the training programme per category of training per group.
The training policy and programme will take recognition of the situation analysis, training needs assessments and the staff inventory/profile.
Our training timetable per day will follow the following schedule.
4.1.5 IMPLEMENTATION STRATEGY AND PLAN:
An implementation strategy and plan of RRA’S staff training strategy shall be developed clearly specifying the milestones and targets to be achieved and covering all the tasks under this assignment. This strategy will take into consideration RRA priorities and opportunities, resource availability and absorptive capacity and any other considerations as the RRA may determine. It will also include a framework of suggested changes to policies and procedures to facilitate training outcomes. We shall develop an implementation plan and schedule listing all associated tasks and their logical dependencies. This schedule will show all tasks associated with the training and capacity building interventions identified. The strategy will also incorporate requirements for sustainability, change management, management techniques, governance arrangements and activities that will need to be undertaken to enable the smooth implementation of the staff Training strategy.
4.1.6 A MONITORING FRAMEWORK FOR RRA STAFF TRAINING STRATEGY FOR RRA
Here we shall develop detailed milestones and targets to be achieved the strategy will have indicators and targets for each year of the strategy. This will include inputs, process indicators (such as attendance rates for training courses), outputs including exam pass rates and measures of retention. The framework will include value for money indicators covering economy, efficiency and effectiveness of training.
4.1.7 REPORTING
The following outputs will be delivered to our client:
Inception Report outlining the proposed work plan, detailed methodology confirming the TORS, and scope of work will be submitted within fourteen (14) days after commencement of the assignment.
Draft Final Training Strategy Report –This will to be submitted within the time frame of the assignment and not later than week thirteen (13) after commencement of the assignment in a format acceptable to the Client and containing the following outputs:
- A situational analysis report by week three (3) after commencement of the assignment and will require client approval.
- Clear and up-to-date staff inventories for the financial management staff of RRA with clear description of their responsibilities. These shall be provided both in electronic and print form by week six (6) after commencement of the assignment and will require client approval
- A template for immediate training/skills enhancement needs, that could support the FY19/20 budget preparation, including budget allocations, for the donor funds. by week six (6) after commencement of the assignment and will require client approval
- A Staff Training strategy report covering all aspects prescribed under the ToRs by week thirteen (13) after commencement of the assignment and will require approval by the Client
Final Report – to be submitted within the time frame of the assignment and not later than week sixteen (16) after commencement of the assignment in a format acceptable to the Client containing the above mentioned outputs
5 PROPOSED TEAM COMPOSITION AND THEIR QUALIFICATION
KEY STAFF | |||
Name of Staff | Qualification | Area of Expertise | Position Assigned |
Dr. Kikooma Julius | PhD, Msc. Bsc., OP | Organisational Psychology (OP) | Team Leader |
Dr. Maurice Mukokoma | MBA, ACCA, BBA | Accounting & Finance | Deputy team leader |
Mr. Bitwire George Albert | MSC computer science, BSC | Computer science | Information System Expert |
6 CIRRICULUM VITAE FOR PROPOSED PROFESSIONAL STAFF
CURRUCULUM VITAE FOR Dr Kikooma Julius
- PROPOSED POSITION: Team Leader/Institutional Development Expert
- NAME OF CONSULTANT: APEX CONSULTING GROUP LIMITED
- NAME OF STAFF: Dr. JULIUS KIKOOMA
- DATE OF BIRTH: NATIONALITY Ugandan
- EDUCATION
University | Degree/Certificate Award | Year |
University of Cape Town, South Africa | PhD | 2007 |
Makerere University Uganda | Master of Organizational Psychology | 2000 |
Makerere University, Uganda, | B.Sc. Organisational psychology | 1995 |
- MEMBERSHIP OF PROFESSIONAL ASSOCIATION
British Psychological Society (Membership no. 087490) |
British Psychological Society Division of Work and Occupational Psychology (Member) |
Federation of Uganda Employers (Member) |
- OTHER TRAININGS
- COUNTRIES OF EXPERIENCE
Uganda, Rwanda, South Africa
- LANGUAGES
Language | Written | Spoken |
English | Very Good | Very Good |
Runyankole | Very Good | Very Good |
Luganda | Good | Good |
- EMPLOYMENT
From: 2011 -To date
Employer: Makerere University School of Psychology, College of Humanities and Social Sciences
Position Held: Head/Chair, Department of Educational, Organizational and Social Psychology
From: 2009 – 2011
Employer: Head, Outreach Department
Position Held: Makerere University Institute of psychology, Kampala
From: 2005- To date
Employer: Faculty of Economics and Management (FEMA) now College of Business and Management Sciences (CoBAMS), MAKERERE UNIVERSITY, Kampala
Position Held: Part time Lecturer
From: 1997- 2001
Employer: Part time Lecturer
Position Held: Department of Management, MAKERERE UNIVERSITY BUSINESS SCHOOL (MUBS), Nakawa.
From: 1999- 2001
Employer: Assistant Lecturer
Position Held: Department of Organizational and Social Psychology, MAKERERE UNIVERSITY, Kampala.
From: 1995-1998
Employer: Teaching Assistant
Position Held: Department of Psychology, MAKERERE UNIVERSITY,
- Detailed Tasks
CURRICULUM VITAE FOR DR. MAURICE NALWOGA MUKOKOMA
- PROPOSED POSITION: DEPUTY TEAM LEADER
- NAME OF CONSULTANT: APEX CONSULTING GROUP LIMITED
- NAME OF STAFF: Maurice Nalwoga Mukokoma
- DATE OF BIRTH: 7th December 1969. NATIONALITY Ugandan
- EDUCATION
Maastricht School of Management | PhD | 2008 – 2013 |
Maastricht School of Management | Master of Philosophy (Mphil) | 2008 |
NEVI | NEVI International A | 2006 |
ACCA | Professional Accounting Diploma | June 2003 |
Deutsche Bank training centre, Germany. | Team Building – Certificate of participation | 19 – 31 Aug.02 |
University of Leeds, UK. | MBA | Sept. 1997- Sept. 1998 |
Uganda Martyrs University (UMU), Uganda. | BBAM Hons 2:1 (Bachelor of Business Administration and Management) | 1994 – 1997 |
N.T.C. Nkozi | Dip. in Business Education (First class) | 1992 – 1993 |
St. Kizito High School | UACE –Uganda Advanced Certificate of Education | 1986 – 88 |
Rwenzori High School | UCE-Uganda Certificate of Education (first grade) | 1982 – 85 |
- MEMBERSHIP OF PROFESSIONAL ASSOCIATION
NEVI | NEVI International A(Dutch Procurement qualification | 2006 |
ACCA | Professional Accounting Diploma | June 2003 |
7 OTHER TRAINING
Deutsche Bank training centre, Germany. | Team Building – Certificate of participation | 19 – 31 Aug.02 |
- COUNTRIES OF EXPERIENCE
Uganda, Rwanda and Tanzania
- LANGUAGES
Language | Written | Spoken |
English | Very Good | Very Good |
French | Fair | Good |
Luganda | Very Good | Very good |
- EMPLOYMENT RECORD
- 2009 to Date International Management Academy Senior Finance Consultant
- 2004 to 2009 Kyambogo University Lecturer, Finance
- 2004 to 2009 BEST LTD Accounting and Finance Consultant
- 2003 to 2004 Uganda Revenue Authority Customs Auditor
- 1998 to Jan 2003 University Martyrs University (UMU) Lecturer Accounting
- 1998 to 2000 University Martyrs University (UMU) Coordinator Full time MBA
- 1993 to 1996 Hope Sharing Family (HOSFA) NGO Administrative Officer
Detailed Task Assigned | Work Undertaken that best illustrates Capability to Handle the task assigned |
Financial manual expert | Name of Assignment: Development of a Procedural Manual for the Rwandan Education Board (REB) Year: June 2013 Location: Kigali Rwanda Client: -REB (CDF-UKAID MINEDUC) Activities performed Develop a comprehensive Procedural Manual for the Rwandan Education Board (REB) for the six operational departments and Corporate Unit. This development will involve a review of the current procedures and systems in place, the elaboration of new procedures required and the consolidation of these new and existing procedures into an overall general Procedural Manual for the REB. The service provider’s recommendations will be informed by a consideration of other organisations similar to REB. The development of this manual will be accompanied by a supplementary departmental manual for the Higher Education Student Loan department. |
Team Leader · Preparing training materials · Delivering the training · Getting learners feedback · Integrating feedback into learning objectives | Name of Assignment: IFRS Training For National Bureau Of Statistics Year: May 2007 Location: Kampala Client National Bureau Of Statistics Main project features: Training of Accounting staff in IFRS Position held: Team Leader Activities performed
|
Team Leader · Preparing training materials · Delivering the training · Getting learners feedback Integrating feedback into learning objectives | Name of Assignment: Development of Internal Control systems and Training staff of the finance department on how to implement and monitor its operation. National Environment Management Authority (NEMA)-Uganda Year: June 2011 Location: Kampala Client: National Environment Management Authority-uganda Main project features: Training of Accounting staff in development, implementation and monitoring of internal control procedures Position held: Team Leader Activities performed
|
Team Leader · Assessment of current reporting system · Drawing out transition strategies · Preparing training materials · Delivering the training · Getting learners feedback · Integrating feedback into learning objectives | Name of Assignment: Implementation of International Financial Reporting Systems Year: May 2005 Location: Kampala Client: NWSC Main project features: Transition to the use of IFRS Position Held: Coordinator Training and implementation of IFRS in NWSC Activities performed
|
Name of Assignment: Finance for non-financial Managers Year: September 2007 Location: Kampala Client: Uganda Development Bank Main project features: Training Management and heads of staff in finance for non-financial Managers. Position held: Team Leader Activities performed
| |
Name of Assignment: Team Building training for Staff of Uganda Centenary Bank Year: 2000 Location: Kampala Client: Uganda Centenary Bank Main project features: Training of Centenary Bank middle level Managers in team building Position held: Team Leader Activities performed
| |
Name of Assignment: MBA Curriculum Design For Uganda Martyrs University Year: 1998 Location : Kampala Client : Uganda Martyrs University Main project features: Development of Curriculum for the MBA course at Uganda Martyrs University Position held: Coordinator · Designing curriculum for short course · Delivery of the courses to University students · Developing of Readers for the courses |
CURRUCULUM VITAE FOR MR. BITWIRE GEORGE ALBERT
C/o Department of Information Technology: College of Computing and Information
Sciences Makerere University
P.O. Box 7062, Kampala, Uganda
Date of Birth: 11th-09-1987
Place of Birth: Mbarara Hospital
Citizenship: Ugandan
Sex: Male
Marital Status: Married
Languages Spoken: English, Runyankole/Rukiga, Rutoro, Luganda
Personal Profile
Bitwire George Albert is a talented young Computer Science professional with a Master of Science in Computer Science (Plan A) and a Bachelor of Science in Computer Science (Hons. First Class) from Makerere University. Albert has taught, examined and graded courses like Structured Programming, Object Oriented Programming, Formal Methods, Web Systems and Technologies I, Web Systems and Technologies II, Information Technology for Financial Services, Information Assurance and Security, Integrative Programming and Technologies, Computer Literacy and Systems Programming. Albert has so far successfully supervised eight undergraduate projects. Albert has participated in several projects in which he assumed a number of roles. Some of the tasks Albert has worked on are Systems Analysis, Systems Design, Software Development, Systems Documentation and User Training. This experience has equipped Albert with skills and knowledge to execute several tasks in Computer Science with little supervision and no training. Albert is industrious and able to adjust to any working environment and performs tasks assigned to him with diligence and honesty. Albert is a good team player and can also assume leadership roles.
EDUCATION BACKGROUND
Year | Institution | Qualifcation |
2011-2016 | Makerere University | Masters of Science in Computer Science |
2007-2010 | Makerere University | Bachelor of Science in Computer Science |
2005-2006 | Mbarara High School | Advanced Level Certifcate |
2001-2004 | Mbarara High School | Ordinary Level Certifcate |
WORKING EXPERIENCE
Institution | Project |
Department of Information Technology, College of Computing and Information Sciences, Makerere University | Description: Assistant Lecturer Makerere University (College of Computing and Information Sciences) [October 2017 to Date ] Roles: Teaching, Examination, Student’s Project Supervision, Marking, Guidance and Counseling |
Makerere University (Jinja Campus) | Description: Teaching Assistant Makerere University Jinja Campus [August 2011 October 2017 ] Roles: Teaching, Examination, Student’s Project Supervision, Marking, Guidance and Counseling |
IntraHealth | Description: Data Visualiser / Dashboard. A Data visualization tool that helps IntraHealth to make sense of data about health workers in uganda. [January 2017 October 2017] Roles: Analysis, Design, Development, Documentation and User Training. |
Uganda Medical and Dental Practitioners Council | Description: Website Development[ July, 2015] (http://www.umdpc.com) Roles: Photo Editing, Design(Layout and Navigation), and Development |
ITPlus Solutions LTD | Description: Website Development[ April, 2015] (http://www.itplusuganda.com) Roles: Photo Editing, Design(Layout and Navigation), and Development |
Sacco Information Management System | Description: Software Development for a Sacco[ January, 2015] Roles: Analysis, Design, Development, Documentation and User Training. |
Department of Fisheries | Description: Department of Fisheries Resources Database Management System[ January, 2011 to July 2011] Roles: Analysis, Design, Development, Documentation and User Training. |
NARO | Description: Agricultural Research service Providers Database Management System. Agricultural Research service Providers Register online and they can be assessed online and either accepted as Agricultural Researchers or rejected. [January 2011 June 2011] Roles: Analysis, Design, Development, Documentation and User Training. |
Nkumba University | Description: Nkumba University Sta_ Pro_le Management System-(NUSPMS) allows users to enter di_erent categories of information and after which it generates personal websites with just a click of a button.[August- October 2010] Roles: Analysis, Design, Development, Documentation and User Training. |
Department of Forestry | Description: Website redesign[ September, 2010] Roles: Photo Editing, Design(Layout and Navigation), and Development |
Department of Fisheries | Description: Department of Fisheries Resources Database Management System[ January, 2011 to July 2011] Roles: Analysis, Design, Development, Documentation and User Training. |
Training Experience:
July 2017 Data Science Africa Summer School
April 2015 Learner Centered Pedagogy & Student Assessment
August 2013 Gaussian Process Summer School
June – July 2009
Geographical Information Systems (GIS) Training
[Certificate in introduction to GIS]
August 2009
Training in Multimedia i.e. Photoshop, Illustrator,
InDesign, After Effects.
June – August 2008 CCNA Training Not Audited
Technical Skills
Operating Systems: Dos, Windows 9x/2000/XP/ME/VISTA/7/8.1/10, Linux, Sun Solaris
Programming Languages: C/C++, Java, PHP, SQL, HTML/XML, PERL, Python, prolog, Matlab, JavaScript, CSS, and Ajax.
Database Management Systems: Oracle 9i, MySQL, PostgreSQL, MS Access and MS SQL server
Drawing and Photo Editing: Microsoft Visio, Adobe Photoshop, Adobe illustrator, inkscape
Publishing: Latex, Microsoft Publisher.
Other skills: Data analysis using the SPSS program, data collection, report writing, and communication skills
7 WORK SCHEDULE
ACTIVITY | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 |
PHASE I-PLANNING& ORIENTATION | ||||||||||||||||
ENTRY MEETING | ||||||||||||||||
UNDERSTANDING THE TORS,SCOPE WORK | ||||||||||||||||
AGREE ON THE WORK PLAN | ||||||||||||||||
DETAILED METHODOLOGY | ||||||||||||||||
INCEPTION REPORT | ||||||||||||||||
PHASE II- IMPLEMENTATION OF THE ASSIGNMENT | ||||||||||||||||
TRAINING NEEDS ANALYSIS | ||||||||||||||||
REVIEW OF RELEVANT DOCUMENTS | ||||||||||||||||
SITUATION ANALYSIS | ||||||||||||||||
TRAINING | ||||||||||||||||
PHASE III- REPORTING | ||||||||||||||||
PREPARATION OF DRAFT FINAL REPORT | ||||||||||||||||
SUBMISSION OF DRAFT FINAL REPORT | ||||||||||||||||
COMMENTS FROM THE CLIENT | ||||||||||||||||
PREPARATION PF THE FINAL REPORT | ||||||||||||||||
SUBMISSION OF THE FINAL REPORT |
8 STAFFING SCHEDULE
Name of Staff | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | Total Staff Man-Days | |
1 | Dr. Kikooma Julius | 60 | ||||||||||
2 | Dr. Maurice Mukokoma | 60 | ||||||||||
3 | Mr. Bitwire George Albert | 15 | ||||||||||
Total Man Days | 135 |