Certificate Course on USAID Rules and Regulations: Grants and Cooperative Agreements from 5th January 2025

Certificate Course on USAID Rules and Regulations: Grants and Cooperative Agreements

Capacity Africa Training Institute are pleased to announce a training workshop on:

USAID Rules and Regulations: Grants and Cooperative Agreements

Course Description

Whether you are new to USAID funding requirements or have years of program experience, at the end of this highly participatory 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 – from ‘are laptops allowable?’ to ‘does my international trip need prior approval?’ to ‘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 the successful management of your grant or cooperative agreement.

What will you learn

Understand different types of assistance awards under USAID

Be familiar with the rules and regulations applicable for USAID assistance awards

Navigate through the rules and regulations

Understand the role and responsibility as a recipient of USAID funding

Feel more confident to manage their award

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 and Agreement Officer’s Representatives.

This training can help you with regulations that apply across US Government funding agencies.

How will you learn

Capacity Africa Institute’s practical training puts 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 transferable to your own work. You are also actively encouraged to engage in collaborative learning through discussions and hands-on group work.

Agenda

1. Introduction to USAID

Welcome and icebreaker

Introduction to USAID

USAID implementing mechanisms

Types of awards

USAID rules and regulations

USAID rules and regulations map

2. USAID Rules & Regs; Pre-Award Considerations

Rules and Regulations

First phase of the Award cycle;

Navigating the rules exercise

Organizational preparation for USAID funding

Second phase of the award cycle

3.Self-Led Learning I: Introduction to USAID Ethical Standards

Why are ethics needed?

Pre-award certifications and assurances

Policies needed

4: Ethics, USAID Authorization and Award Structure

Recap of certifications and ethics

How to ensure compliance to the ethical standards within the organization? Exercise

Continuation award cycle: implementation

Authorization structure in USAID (AO/AOR); substantial involvement in the award AOR designation letter

Unauthorized commitments

Award layout

Award budget

5.USAID Financial Management

Financial management

Standards for financial management systems

Internal controls, payments, banking and interest

Financial management discussion

Cost sharing (difference with cost allocation)

Program income

Revision of budget and program plans

Budget revisions and prior approvals exercise

6: Cost Principles and Indirect Costs

Recap on cost principles

Timekeeping and time allocation

Cost principles exercise

Indirect costs (all methods)

7: Procurement and Property Standards

Procurement regulations mapped out

Procurement policies & eligibility rules:

Telecommunications and surveillance

Procurement exercise including restricted and ineligible items, vetting process, prior approvals

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

8: Sub-award Management

Difference between procurement of goods, services, and subawards

Contractual relationship: USAID, Prime, Sub

Different kinds of subs

Responsibility of prime

Registration for federal award systems (UEI, SAM)

FFATA Reporting

Sub-agreement, amendments, and flow-down provisions

Sub-recipient monitoring: Reporting/visits

9: Audit and Content Soup

Recap on audit

Branding and marking

International travel

Reporting requirements

10: Award Exercise, Close-out and Disposition

Recap on content soup

Award review exercise

Award cycle continued

Record retention

transcript.

Examination Certificate and Transcripts will be sent after successful completion of the course.

Duration and Course Load : 12 weeks (5 to 6 hours per week)

Dates: (Three Months) Course Starts at 1st January 2025

Participants : Humanitarian and Development Professionals

Organizer: Capacity Africa Institute

Language: English

Format: Web-based and Distance Learning Facilitated

Registration Fee: Usd 500

General Course Contact:

info@capacityafrica.com

Website: www.capacityafrica.com
Capacity Africa Registration Form.docx (220.6 KB)