REQUEST FOR PROPOSALS TRAINING ON DEVELOPMENT OF EFFECTIVE POLICY AND PROCEDURES BASED ON THE 2CFR2

Job Description

Job DescriptionSalary: Upon completion of the selection process, PartnersGlobal will negotiate with the Consultant/Firm deemed most competitive to establish a nal scope of services and an appropriate budget for such services.

PartnersGlobalseeks a consultant or firm to develop and deliver an online workshop on creating organizational policies and procedures that ensure compliance with federal regulations for USG-funded projects. This RFP outlines the scope of work and application process.

• Duration:Theestimatedcontractimplementation periodwill be fromOctober 27, 2025, toFebruary 28, 2026.

• Application deadline and Point ofContact:Applicants should direct any questions andsubmitproposals by 11:59 PM EST onOctober 22,2025,via email toLuis Gomez Chow andJulianythBravoatProcurement@partnersglobal.org.After that date,theselectioncommittee will notify the selected offeror upon nal internal approval.
• Geographic Location:
  Remoteconsultancy(No travelrequired)

PLEASE NOTE: The full RFP includes Section 1: BACKGROUND, Section 2: REQUIRED DOCUMENTS, Section 3: SCOPE OF WORK, as well as Sections 4: PROCUREMENT OF PROFESSIONAL SERVICES and 5: MISCELLANEOUS INFORMATION. Click the link below to view the complete RFP document.

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1.BACKGROUND

1.1.Project Summary

The project is an initiative that aims to empower non-governmental organizations (NGOs) working in difficult environments. The project will achieve this goal by delivering training for individual NGO representatives infinancial management, administrative, and program management, and assessing NGOs' organizational financial and operational capacities.

1.2.Organizational Background

For35years,PartnersGlobalhas been forging more resilientcommunitiesbyworkingwithour network of local sister organizations (thePartnersNetwork)and withotherCSOsworldwideto support local leaders and create partnerships that transformconflict, strengthen democratic institutions, and achieve sustainable development.

The mostcommon belief inall ofourcollective work is that process matters and that impartial, skilled facilitators, mediators,coaches,and trainers havean important rolein bringing about peaceful change.PartnersGlobalsinternational network, which brings over 240 local experts in the field of democracy and peacebuilding, emphasizes a multi-stakeholder approach to help effect positive change and goodprocess inall activities.

2.REQUIRED DOCUMENTS

2.1.Proposal/Letter of Interest

Interested applicants should submit a proposal of no more thanSix(6)pages (not including thebudget) in PDF or MS Word format thatmeetsthe following guidelines:a)Cover page (not included in pagecount) with relevantcontact information oftheapplicant;b)All pagesarenumbered and formattedinletterpaper size.

All proposals should detail:1) how the offeror will meet the requirements of the scope of work; 2) professional qualications, including experience developing online courses or sessionsrelated tooperational and financial topics; and 3) familiarity and working knowledge ofexplainingpolicies and procedures.

2.2.Budget

As this is a USG-fundedproject, allfederalprocurement regulations willapply. Thebudgetshould include standardcosts associated withtheconsultancy.Thebudgetshould besubmittedin MS Excelor Wordformat with abudgetsummary taband a detailed line-item breakdown. An accompanyingbudgetnarrative may be writteninExcel or PDF/Word formatthat details the total number of working days.

2.3.Required Attachments

• Resume (or CV)ofConsultant or Team Lead (ifsubmittingas anorganization);

• List oftworeferences, includingcontact information for work performed for each reference within the last threeyears;

• A sampledocumentor web linkfrom your portfolio of pastconsultancies.
  

3.SCOPE OF WORK

Based on the needs identified during the assessment and the expected outcomes of this resiliency-building and capacity-building program, we are seeking the support of a training specialist organization to design and deliver training focused on developing and strengthening policy and procedures based on the application of federal regulations for USG-funded projects.

The program will use practical examples and best practices for developing effective policies to help participants evaluate their current policies and procedures, make the necessary updates to ensurecompliance with 2CFR200 Uniform Guidance, and strengthen overall grant management, regulatorycompliance, and organizational effectiveness. During the session, the specialist/firm will provide guidance on how to adapt procedures tocomply withfederal regulations and with other donors based on best practices, and provide framework templates (if applicable).

The training will be addressed in Spanish to NGO employees executing federal funds for the first time(first-time grantees) in Latin America and the Caribbean. The training session will be delivered betweenNovember2025andFebruary2026,coveringandanalysingdifferenttopics(illustrative)mentioned as follows:

• Main policies and procedures for Grant Management
• Human Resources policies and procedures
• Finance and Accounting
• Internalcontrol (monitoring) and audit
• Procurement andcontracting
• Management of Property, Material and Assets
• Federal Grant Management/ Subgrant Management Manual

Thistraining'sprimary audience includes USG first-time grantees or those without extensive experience executing federalassistance, so it is crucial to present the information in acomprehensive way.

In addition to the activities mentioned above,thecontractual party is expected to perform, withinitscapabilities, anycomplementary activity that guaranteesthe successfuldevelopment of the onlineprogram.If you need further information, pleasecontact the Partners PointofContact.

3.1.Deliverables

• A writtenprogramframework:providing a detailed guideline ontheonlinecoursemodule structure, including but not limited tothe order oftopics,onlinelearning objectives,and timeframe,instructional methods.Estimated delivery date:Twoweeksafter signing thecontract.

• Development of the material for the training:Development ofcontent structure for the program, including details of sequencing with the supporting documentation, presentation, strategies, and learning resources for training,templates,and agenda. Thisdeliverablewillincorporate Partners' feedbackprovidedtotheinitialframework.Estimated delivery date:Fourweeks after signing thecontract.

• Delivery of thetrainings:Facilitatea series of online workshopson the material developed basedon the topics mentioned above. If the participatingorganizations agree, the workshops will be recorded as a resource that will be accessed by theorganizations in the future.In thisEstimated delivery date:Sixweeks after signing thecontract.
  

All the materials should be developed in an editable version (word, powerpoint,etc) in Spanish.The deliverablesand periodscould be adjusted during the negotiation process.

3.2.Logistical Support

Partners will provide logistical support to the selected contractor, including program background materials and coordination through meetings and communication. Partners will not cover any costs beyond those included in the approved budget (see section 2.2).

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