Financial Management International Development

Joseph Luguya

***** ********* **.

Silver Spring, MD 20906

Mobile: 240-***-****

Email: *******@*******.***

EDUCATION:

Stanford Business School, Stanford, CA, USA

Sloan Fellow

Stanford - Sloan Program

Major: Advanced Management Program

Electives: Corporate Accounting and Financial Management

University of Nairobi, Nairobi, Kenya

Bachelor of Commerce degree

Major: Accounting and Business

The CII College of Insurance

Penton, Surbiton, Surrey, UK

Major: Insurance and Risk Management

Subjects covered included: All risks, Money and Transit Insurances; Employers' Liability and Workmen’s Compensation; Fidelity and Contingency Insurances; Public Liability; Contractors' All Risks Insurances; Fire and Accident Claims; Engineering Insurance; Aviation insurance; and Reinsurance; Management, Computers in Insurance, Insurance Company Accounts, Staff Relations, and Communication and other subjects

Technical or occupational certificate

U.S. Agency for International Development

Government Acquisition Principles and Procedures

Presented by Government Acquisition Training Company (GATCO)

Arlington, VA USA

Technical Certificate

U.S. Agency for International Development

AID Office of International Training

Training, Training Officers’ Workshop, Botswana

U.S. Agency for International Development

Collaborative Evaluation Workshop, Nairobi, Kenya

Technical Certificate

George Mason University

Government Contracting Fundamentals

Fairfax, VA, USA

Technical Certificate

George Washington University

Cost-Reimbursement Contracting with the Federal Government

Presented by Federal Publications Seminars LLC

Fairfax, VA, USA

Technical Certificate

The Association of PVO Financial Managers

Specialized Knowledge

Agency for International Development

Regional Financial Management Office (RFMC)/Nairobi, Kenya

AID Financial Management Seminars.

EXPERTISE:

Experience in U.S. Government acquisition principles and procedures; preparation of specifications for solicitation documents, and cost estimates; drafting RFQs, RFPs and IFB’s, and evaluations of offers/bids/quotations received; preparation of PIL’s, PIO’s, work orders and other project/program implementation documents; preparing justifications for sole source and other waivers, etc.

Proficient with the CFR (FAR, DFARS, AIDAR and other Supplements, Uniform Guidance (2 C.F.R. Part 200), Federal Travel Regulations, and applicable State Department Regulations, including SEVIS.

Cradle to grave contract management in CAS and non-CAS environment, involving all contract types; drafting non-disclosure agreements, teaming agreements, reseller agreements, contracts and subcontracts, master services agreements, subagreements, letters agreement, purchase orders, consultant agreements.

Reviewing and updating agreement templates.

Reviewing and redlining of partner agreements, and negotiating contract terms and conditions.

Reviewing complex solicitations (RFPs, RFQs proposals and contracts); preparing risk matrices and slides for gate reviews, and providing the necessary support to bids and proposal/business capture teams.

Contract and subcontractor management; monitoring performance of subcontractors and subrecipients.

Procurement, performance auditing, and dispute resolution.

Experience in implementing acquisition and assistance awards made by DOD, HHS, DOL, EPA, DOA, CDC, USIP, World Bank, WHO and other UN agencies, USAID and other bilateral agencies, and private foundations.

Knowledge and experience with a variety of accounting software such as Solomon, Microsoft Access, Deltek Costpoint, QuickBooks and others, and with various automated accounting and financial management systems, including AID’s Mission Accounting Control System (MACS), the Municipality of Metropolitan Toronto’s Central Accounting System (CAS) and associated PC-based software (Solomon).

Versatile with budgets, general ledger maintenance and account analysis, financial analysis; preparation of budget comparison reports; financial reports and pipelines, preparation of audit schedules, and performing fiscal and program compliance reviews.

Liaison with external auditors.

Interaction and communication with Contracting Officers and COTRs for all matters pertaining to my project portfolio.

Provide contractual domain expertise in the implementation and execution of Projects.

AFFILIATIONS:

National Contract Management Association (NCMA) – Member

WORK EXPERIRNCE:

Credence Management Solutions, LLC / Macfadden –An Amentum Company

Contract Specialist

555 12th Street, Suite 300 Washington, DC 20004

10/2022 – 02/2025

Duties, Accomplishments and Related Skills:

Under Macfadden’s USAID Institutional Support Contract (ISC) that was taken over by Credence Management Solutions beginning January 8, 2024, provide support as a PSC Contract Specialist to the Office of Africa (OA), the Office of Technical and Program Quality (TPQ) and the Office of Global Policy, Partnerships, Programs and Communications (G3PC). The position of PSC Contracts Specialist is responsible for assisting OAA in the solicitation, evaluation, negotiation, termination, close-out and post award administration of USAID/Bureau for Humanitarian Assistance PSC contracts. The Contract Specialist prepares contract files and required electronic documents. Researches, analyzes and reviews all applicable policies, guidance and regulations to support the client’s Contracting Officer decision-making. This position performs necessary research and prepares all documentation for the termination of contracts for the convenience of the U.S. Government or default by the contractor.

•Responsible for administrative tasks related to USPSC awards from maintaining files to responding in an informed and timely fashion to contractual questions and request for assistance. This includes demonstrating an appropriate sense of urgency when responding to internal and external customer requests.

•Support USPSC solicitation, negotiation, award and contract administration activities.

•Draft all contract documents, including budgets and memos necessary to execute contracts and contract modifications for assigned actions. Ensure that all reports are accurate, complete, and timely.

•Ensure assigned USPSC contracts are in compliance with USAID, U.S. Government, and other regulations, laws, standards, procedures.

•Maintain electronic and hard copy files and systems in compliance with U.S. Government and USAID standards.

•Monitor and track upcoming contractual actions and deadlines. Responsible for assuring that all information regarding the status of assigned procurement actions are in the Global Acquisition & Assistance System (GLAAS) databases and/or current systems as applicable for completion of work tasks and as per agency regulatory requirements.

Contract Manager

Accenture Federal Services, LLC 800 North Glebe Road, Suite 700 Arlington, VA 22203

09/2021 - 08/2022

Duties, Accomplishments and Related Skills:

Provided support to Accenture Federal Services LLC’s Safety & Citizen Services (S&CS) portfolio as a Level 7, Federal– Post-Award Contract Manager (CM), including acting as CM for Transportation Security Administration (TSA) and other Department of Homeland Security contracts.

Contracts/Subcontracts Administrator

(Short Term Consultancy)

Quadrant, Inc.

1881 Campus Commons Drive, Suite 300 Herndon, VA 20191

03/2020 - 09/2021

Duties, Accomplishments and Related Skills:

Working in a contract role, assume responsibility for the pre-award and post-award contracting functions of Innovative Management & Technical Approaches, Inc. (IMTAS). Provide counsel on a wide range of contractual and business issues involving the interpretation and application of the Federal Acquisition Regulations, the FAR Supplements; and the company’s contracting, subcontracting and procurement policies and procedures. Support the Bids and Proposal Team and serve as both Contract/Subcontractor Administrator. Work on subcontract specifications, work statements, and terms of the procurement of specialized materials, equipment, and/or services. Interface with customers and suppliers to build and sustain business relationships and ensure effective delivery of products and services in accordance with contract and subcontract requirements. Assist in the development and production of subcontract documentation, modify and issue task orders, provide estimates and cost/price analyses. Review/update Non-Disclosure Agreements, Teaming Agreements, Contract/Subcontract templates; respond to FOIA requests, etc. Position included the exercise of unlimited signature authority. Assist in evaluating proposals and provide support for discussions and negotiations. Serve as an effective advisor and partner to the program managers and other business functions on contractual matters. Coordinate with accounting and finance department in administering subcontract invoicing and payments, job cost management and closeout process. Develop and maintain procurement files, including monitoring and tracking subcontractor deliverables. Execute NDAs, Subcontract and Teaming Agreements. Ensure compliance with governmental law and divisional policies on contracts and procurement. Conducts special projects as assigned.

Contracts Administrator

(Short Term Consultancy)

Quadrant, Inc.

1881 Campus Commons Drive, Suite 300 Herndon, VA 20191

08/2020 - 03/2021

Duties, Accomplishments and Related Skills:

Working in a contract role, provide support to the Contracts Departments of AKIMA, LLC and affiliated companies. Support year end close-out efforts; and perform general administration of contracts. Working in a team environment, apply contracting knowledge/experience, understanding of FAR/DFARS, GSA Federal Schedules, Federal IDIQ, GWAC contracts and supplemental acquisition regulations of government agencies, to resolve year-end close-out problems/issues. Apply knowledge of small business and small disadvantaged business requirements, to assess and resolve complex issues and make recommendations as necessary. Apply knowledge, understanding and experience of contracts and the current regulatory environment to the development, negotiation, and management of contractual agreements with government entities.

Contracts Administrator (Short Term Consultancy)

Sparks Group

1775 Greensboro Station Place Tower II Suite 300

McLean, VA 22102

06/2020 - 08/2020

Duties, Accomplishments and Related Skills:

During absence of the Director of Contracts on leave, provide support to Kearney and Company Contracts Department on part-time basis in a contract role. Perform contract administration and proposal support activities for Kearney & Company, P.C. in line with Government regulations and internal policies and procedures. Negotiate and administer all aspects of contracts from proposal to close-out including contract development, administration, tracking and analysis. Review RFPs and solicitations, pricing, and contract terms and conditions as well as with price proposal preparation including OCI disclosure and reps and certs. Review and negotiate Non-Disclosure Agreements, Teaming Agreements and Subcontracts with Teaming Partners. Review modifications and close-out documents. Assume responsible for managing contractors and their independent consulting agreements. Assist with corporate compliance by preparing government mandated reports. Using Sharepoint, Docusign, Salesforce, and MS office Suite, prepare internal contract reports and information for contract management including project set-up forms, input data into the contract database and maintain up to date contract files. Work with Accounting to ensure understanding and entry of contract information into the corporate accounting system and associated resolution of accounting and invoicing issues; and perform other duties as assigned.

Contracts Coordinator

Henry M. Jackson Foundation for the Advancement of Military Medicine (HJF)

6720-A Rockledge Drive, Suite 100 Bethesda, MD 20817

7/2012 - 01/2020

Duties, Accomplishments and Related Skills:

Reporting to the International Program Manager, and serving as a DOD Contractor, provide support to the U.S. Military HIV Research Program (MHRP) implemented by the Henry M. Jackson Foundation for the Advancement of Military Medicine in conjunction with the Walter Reed Army Institute of Research (WRAIR). At the direction of the management of the Global Health Programs, that encompass behavioral and clinical prevention interventions, HIV counseling and testing, ARV treatment, support networks for HIV-infected individuals and their families, and palliative care, funded from the President’s Emergency Plan for AIDS Relief (PEPFAR), serve as the Contracts Coordinator for activities pertaining to the work of partners in Tanzania. Assist in the formulation and management of the full life cycle of contracts, and in managing awards, coordinating with the HJF Medical Research International, Inc. (HJFMRI)/ Tanzania staff to ensure compliance by clients and vendors with established policies and guidelines; identifying risks and providing solutions to mitigate same, traveling to and providing technical assistance to field office staff and subcontractors; and facilitating the provision by the Henry M. Jackson Foundation for the Advancement of Military Medicine (HJF) of scientific, technical and programmatic support services to MHRP.

Contracts Administrator

The Futures Group International, Inc. / Palladium

1331 Pennsylvania Ave, NW

Washington, DC 20004

08/2011 - 07/2012

Duties, Accomplishments and Related Skills:

Reporting to the Deputy Director of Contracts, negotiate and administer agreements, including but not limited to Contracts, Grants, Cooperative Agreements, and Task Orders. Monitor and ensure compliance with Federal Acquisition Regulations (FAR), AIDAR, and other government regulations. Support covers the full agreement cycle of program award through close-out. Develop, negotiate and administer partner agreements including, but not limited to subcontracts, sub-grants, letter agreements and consulting agreements. Work directly with client/partner contracting officers, agreement officers, and contract administrators. Maintain system for tracking contractual documents, correspondence and reporting. Initiate requests for contract modifications and approvals such as scope adjustments, personnel changes, budget realignments, performance period changes, implementing partner changes, and consultant approvals. Also provide support throughout bids and proposal process. Possesses signature authority.

Contracts Manager

GTSI Corp / UNICOM Government, Inc. 2553 Dulles View Drive, Suite 100 Herndon, VA 20171

04/2008 - 08/2011

Duties, Accomplishments and Related Skills:

Contracts Manager (April 2008 – August 2011

Prepare variety of agreements (Non-Disclosure Agreements, Teaming Agreements, Subcontracts, Master Services Agreements, MOU’s, Reseller Agreements/Master Reseller Agreements, etc.; negotiate the agreement terms with GTSI’s partners; review complex RFPs/RFQs/RFIs received from customers (Federal Government/State and Local Government agencies, and prime contractors); prepare risk matrices and slides for use in Gate Reviews; review/update agreement templates; prepare contract and subcontract profiles; provide training to other contract staff. Provide training/mentor other Contracts staff.

Contracts Manager

AMIDEAST (America-Mideast Educational and Training Services, Inc.)

2025 M St NW #600

Washington, DC 20036

03/2007 - 04/2008

Duties, Accomplishments and Related Skills:

Served as the Contracts Manager for the USAID funded multi-million-dollar Administration of Justice Support II (AOJS II) Project. Performed financial management and analysis functions, prepared adjustment to accounts as necessary, collaborated with the Finance and Administration Manager in the Field to ensure compliance with all the terms and conditions of the AOJS II contract, and worked closely with Accounts and Finance staff at HQ to ensure the proper financial management of the project. Worked collaboratively with HQ staff to ensure that auditors received full and satisfactory explanations in the course of their audit of the AOJS II project. Had delegated signing authority, and approved vouchers for payment within limits. Was responsible for the procurement of all project commodities, including IT equipment and software, for the AOJS II Project, and provided the guidance required by Field staff to undertake local procurement. Also provided assistance to AMIDEAST’s Director of Contracts in ensuring that AMIDEAST was in full compliance with the terms and conditions of all awards received.

Senior Contracts/Grants Administrator

Academy for Educational Development (AED)

1825 Connecticut

Washington, DC 20009

01/2006 - 03/2007

Hours per week: 40

Responsible for the administration of prime contracts and subcontracts of the AED Center for International Training; guiding project staff and advising senior management on contractual issues based on knowledge of contractual documents, procurement regulations, and AED policy; performing analyses of cost/price data, and reviewing and negotiating contracts, subcontracts and modifications thereto; reviewing budgetary pipelines based on input from project staff; reviewing proposals for no-cost extensions and add-ons; preparing correspondence with AED’s position on contractual issues; ensuring that departmental documentation requirements are properly adhered to in a timely fashion in accordance with AED policies and procedures; seeking Contracting Officer/Client approval for salaries, consultant rates, budget revisions, procurement, subcontracts, waivers, etc.; working with project staff to monitor prime contract and subcontract performance; negotiating and administering lower tier subcontracts; understanding and interpreting contractual terms and conditions, Federal Acquisition Regulation (FAR) and FAR supplement regulatory clauses/provisions for AED staff; understanding and interpreting specific client(s) contract requirements for those clients in assigned portfolio; contributing to special reports developed for AED senior management; becoming a department/company resource ("expert") in at least two contract management topic areas and provide training to department and project staff; and fulfilling projects as assigned by Contracts Senior Management.

Grants Officer/Grants Accountant

Aga Khan Foundation (USA)

1825 K Street NW, Suite 901

Washington, DC 20006

06/2005 - 12/2005

Hours per week: 40

Responsible for managing financial tracking, resource flows, reporting and compliance for a portfolio of USAID, Department of Agriculture, and other federal and non-federal awards, including the World Bank and private foundations; exercising internal controls and implementing accounting processes; maintaining current project financial statements, budgeting, project cash management and financial reporting. Worked closely with senior staff and program officers to ensure timely and accurate disbursement of funds; and was responsible for developing and implementing quality improvement measures and providing technical assistance and training in compliance with the FAR, AIDAR, and all applicable funder rules and regulations to counterparts in affiliate offices overseas. In addition to supporting Aga Khan Foundation (USA), provided advice on contractual matters to sister Foundations that were involved as partners in the implementation of U.S. Government funded projects and programs.

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