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FIDUCIARY TRAINING WORKSHOP FOR CARIBBEAN PIUs

Washington, D.C.
July16 22, 2008
COURSE OUTLINE
Day 1: Wednesday July 16, 2008
8:30 a.m. 9:30 a.m. Registration, Handout of Badges and Course Material, Breakfast
9:30 a.m. 10:00 a.m. Welcome by CMU Director
10:00 a.m. 10: 15 a.m. Course Materials: Procurement, Disbursements, FM & Act. SW
10:15 a.m. 11:00 a.m. Ice Breaker /Coffee Break
11:00 a.m. 12:30 p.m. FM General Presentation Joint Session
12:30 a.m. 2:00 p.m. LUNCH Break
2:00 p.m. 3:30 p.m. Procurement General Presentation Joint Session
3:30 p.m. 3:45 p.m. Coffee Break
3:45 p.m. 4:15 p.m. How to Plan for the Visit of a World Bank Mission:
How to Prepare for World Bank Negotiations
How to communicate with the World Bank
Evaluation of Day 1
Day 2: Thursday, July 17, 2008
8:30 a.m. 9:00 a.m. Continental Breakfast
9:00 a.m. 10:00 a.m. Joint Session Disbursements
10:00 a.m. 11:00 a.m. Procurement Case Studies Goods
10:00 a.m. 11:00 a.m. FM Preparing Withdrawal Applications
Client Connection
11:00 a.m. 11:15 p.m. Coffee Break
11:15 a.m. 12:30 p.m. FM Preparing Withdrawal Applications
Client Connection
11:15 a.m. 12:30 p.m. FM Introduction to Quick Books & Peachtree

11:15 a.m. 12:30 p.m. Procurement Case Studies Goods


12:30 p.m. 2:00 p.m. Lunch
2:00 p.m. 3:15 p.m. Procurement Case Studies Works
2:00 p.m. 3:15 p.m. FM Preparation of FMRs
3:15 p.m. - 3:30 p.m. Coffee Break
3:30 p.m. 4:15 p.m. Procurement Case Study CDD
3:30 p.m. 4:15 p.m. FM Preparation of FMRs
4:15 p.m. 4:30 p.m. Joint Session Formation of Groups for Case Study
Evaluation of Day 2
Day 3: Friday July 18, 2008
8:30 a.m. 9:00 a.m. Continental Breakfast
9:00 a.m. 10:30 a.m. Procurement Case Studies Consulting Services
9:00 a.m. 10:30 a.m. FM Quickbooks and Peachtree
10:30 a.m. 10:45 a.m. Coffee Break
10:45 a.m. - 12:30 p.m. Procurement Procurement Plans
10:45 a.m. - 12:30 p.m. FM Quickbooks and Peachtree
12:30 p.m.- 1:30 p.m. Lunch
1:30 p.m. 2:00 p.m.
2:00 p.m. 2:30 p.m.
2:30 p.m. 3:00 p.m.
2:30 p.m. 3:00 p.m.

Peer-to-Peer Learning Civil Society Sub-Projects


Peer-to-Peer Leaning: Line Ministries HIV
Procurement Review and Preparation of Bidding Document
FM Audit Requirements

Evaluation of Day 3
7:00 p.m. 11:00 p.m. Social - Venue tbd
Saturday & Sunday Prepare Your Case Studies
Day 4: Monday July 21, 2008
8:30 a.m. 9:00 a.m. Continental Breakfast
9:00 a.m. 10:00 a.m. Questions and Answer Case Study (or Legal Aspects of Bank of BO)

10:00 a.m. 10:45 a.m. Procurement Review and Preparation of Bidding Document
(continued)
10:00 a.m. 10:45 a.m. FM Disbursement Accounting
10:45 a.m. 11:00 a.m. Coffee Break
11:00 a.m. 12:30 p.m. Procurement Review and Preparation of Bid Evaluation Report
11:00 a.m. 12:30 p.m. FM TRIS
12:30 p.m. - 2:00 p.m. Lunch
2:00 p.m. 3:15 p.m. Procurement Review and Preparation of Request for Proposals
2:00 p.m. 3:15 p.m. FM Conditional Cash Transfers
3:15 p.m. - 3:30 p.m. Coffee Break
3:30 p.m. 4:15 p.m. Procurement Review and Preparation of Proposal Evaluation Report
3:30 p.m. 4:15 p.m. FM Quick Books Peachtree or Case Study
Evaluation of Day 4
Day 5: Tuesday July 22, 2008
8:30 a.m. 9:00 a.m. Continental Breakfast
9:00 a.m. 10:30 a.m. Ethics, Integrity, Red Flags
10:30 a.m. 10:45 a.m. Coffee Break
10:45 a.m. 11:15 a.m. Group Presentation
11:15 a.m. 11:45 a.m. Group Presentation
11:45 a.m. 12:15 p.m. Group Presentation
12:15 p.m. 12:45 p.m. Group Presentation
12:45 p.m. - 2:00 p.m. Lunch
2:00 p.m. 2:45 p.m. Group Presentation
2:45 p.m. 3:15 p.m. Group Presentation
Evaluation of Day 5 and Suggestion for future training
5:30 p.m. 7:00 p.m. Award of Certificates and Cocktail Reception
Hosted by Stefan Koeberle, Director LCSOS
Venue - MC Building

Wednesday July 23, 2008

Departure Goodbye and have a safe trip home!!!

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