Whether you’re new to USAID funding or have years of program experience, at the end of this highly participatory, hands-on training, you’ll know how to navigate USAID rules and regulations to benefit your work. Our experienced facilitators take you step-by-step through the structure of USAID’s rules and regulations and introduce you to the USAID Award cycle.
You will return to your project able to easily find answers to questions about your award: “are laptops allowable?”; “does my international trip need prior approval?”; and “how do I dispose of a vehicle?”. In addition to maintaining donor compliance, you’ll also learn how to build strong working relationships with USAID and develop policies for successful management of your grant or cooperative agreement.
What you will learn
By the end of the course, you will be able to
Understand different types of assistance awards under USAID
Become familiar with the rules and regulations applicable for USAID assistance awards
Expertly navigate the rules and regulations
Understand the role and responsibility as a recipient of USAID funding
Feel confident to managing your award
How you will learn
Format
Live online
Effort
4 hrs/per day
Duration
5 days
Certificate
Digital
Humentum’s practical training puts you, the learner, first. Our expert facilitators draw on their own sector and subject-specific knowledge for a worthwhile and enjoyable learner experience. They will share relevant tools, techniques, and insights that are immediately transferrable to your own work. You are also actively encouraged to engage in collaborative learning through discussions and hands-on group work.
You can find out more about our online training platform by watching the following video:
This training runs over five days and you are required to log in at set times each day to attend a live webinar, each lasting approximately 120 minutes. You will also access videos and join discussions.
We estimate this training requires four hours per day, depending on your pace of learning, and previous experience.
Who should attend
Anyone managing or bidding on a USAID grant or cooperative agreement from finance, compliance, program, administrative, or new business development teams
Independent auditors or CPAs who perform compliance or financial audits within the development sector
USAID staff, especially Agreement Officers (AOs) and Agreement Officer’s Representatives (AORs)
This training can help you with regulations that apply across US Government funding agencies. However, if you have a USAID contract, you should attend our USAID Contract Management training instead.
If you’re still not sure if this course is right for you, feel free to contact us and we can help!
Difference between US based and non-US based entity
Key CFR regulations
Regulation structure
eCFR & Standard Provisions websites
Definitions and language
Purpose of Standard Provisions
Navigating the rules
First phase of the award cycle; 2CFR200 Subpart C
Pre-award considerations
Certifications and assurances
Risk evaluation and specific conditions
Organizational preparation for USAID Funding
Tools for the pre-award assessment
Second phase of the award cycle
Negotiation
Pre-award costs
Self-Led Learning I: Introduction to USAID Ethical Standards
Why are ethics needed?
Pre-Award certifications and assurances
Policies needed
Whistle-blower protection
Conflict of interest
Code of conduct
Trafficking
Child safeguarding
PSEAH
Fraud & corruption
Mandatory disclosures
Webinar 3: Ethics, USAID Authorization, and Award Structure
Recap of certifications and ethics
How to ensure Compliance to the ethical Standards Within the Org?
Award cycle: Implementation
Award flow and modifications (CoAgs & MoAs)
Authority vs. AOR
Unauthorized commitments
Authorization structure in USAID (AO/AOR)
Substantial involvement in the award AOR designation letter
Award layout
Take a sneak peek into the award | Go through the schedule
Award budget
Ceiling vs. obligation
Webinar 4: USAID Financial Management
Financial management
2CFR200 Subpart C
MSP non-US M1, M2
RAASP
Non-US RAA1, RAA2
Standards for financial management systems
Internal controls
Payments
Banking
Interest
Financial management discussion
Cost sharing
Cost share vs. cost allocation
Program income
Revision of budget and program Plans
Including 10% Budget Flexibility
Budget revisions and prior approvals
Self-Led Learning II: Cost Principles
Why are the cost principles applicable?
How to navigate them
2CFR200 Subpart E
Basic considerations
Direct vs. indirect costs
Selected items of cost
Webinar 5: Cost Principles and Indirect Costs
Cost principles
Allowability of costs checklist
Timekeeping and Time Allocation
Salary scales
Timekeeping experiences
Indirect costs (All Methods)
Calculate 10% de minimis in a budget
Webinar 6: Procurement and Property Standards
Procurement regulations mapped out
Schedule
Standard provisions
2CFR200
2CFR700
Procurement policies and eligibility Rules
22CFR228
MSP 5&6
Geo code
Source and nationality
Ineligible goods
Restricted goods
Waivers to procurement regulations
Vetting process
Prior approvals
Telecommunications and surveillance
Procurement property management
Equipment vs. supplies
Inventory lists
Foreign government-controlled Organizations
Nationality of employees and consultants
Restricted Items
Long-term leases
Waivers
Self-Led Learning III: Audits
Different types of audits
Audit thresholds
How to prepare for a smooth audit process
Common audit findings
Webinar 7: Subaward Management
Difference between procurement of goods, services and subawards
Contractual relationship: USAID, prime, Sub
Different kinds of subs
Determination between contract and subawards
Responsibility of prime
Due diligence checks and review of subs’ organization policies
Registration for federal award systems (UEI, SAM)
FFATA reporting
Subagreement
Amendments
Flow down provisions
Sub-Recipient monitoring
Reporting/Visits
What to do if the sub…?
Webinar 8: Audit and Content Soup
Recap on audit
Branding and marking
International travel
Fly America Act
Reporting requirements
Webinar 9: Award Exercise, Close-out and Disposition
Recap on content soup
Award review exercise
Award cycle continued
Final plenary session and wrap-up
Pricing and Discounts
Type
Discount
Humentum Member
10%
Groups of five or more
15%
The USAID Rules and Regulations course was an engaging learning opportunity and helped to reinforce my team’s knowledge of compliance regulations. The course instructor was engaging and delightful to learn from. I appreciated that we dug right into the documents and were encouraged to problem solve in small groups with other attendees.
Leah Lucas Research Associate, OCDC
Humentum Training is very professional and focused. The trainers are well versed with the content. I will definitely recommend Humentum to anyone.
Stephen Wasonga Obure MUJHU
I gained a great general understanding of the complexity of the rules & regulations of working with USAID and am grateful to have taken this seminar. I really enjoyed the seminar. It was very easy to follow along with, and the format allowing for simultaneous Q&A was extremely helpful. Lastly, the technology format used for the webinars seemed flawless, so kudos on that!
Marsha Lutz Accountant, CDC
Organizational Training Package
Find out about our cost-savings training bundle for Humentum members
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