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?