USAID Rules and Regulations: Grants and Cooperative Agreements Training Workshop
Capacity Africa Training Institute is pleased to announce a training workshop on:
USAID Rules and Regulations: Grants and Cooperative Agreements
Date: 26th to 29th August 2024
Course Fee: $ 700
Venue: Meridian Hotel, Nairobi, Kenya
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
USAID Rules & Regs; Pre-Award Considerations**
Rules and Regulations
First phase of the Award cycle; 2 CFR 200, Subpart C
Navigating the rules exercise
Organizational preparation for USAID funding
Second phase of the award cycle
Self-Led Learning I: Introduction to USAID Ethical Standards
Why are ethics needed?
Pre-award certifications and assurances
Policies needed
3: 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
4: 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
Cost Principles and Indirect Costs**
Recap on cost principles
Timekeeping and time allocation
Cost principles exercise
Indirect costs (all methods)
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
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
Audit and Content Soup**
Recap on audit
Branding and marking
International travel
Reporting requirements
Webinar 9: Award Exercise, Close-out and Disposition
Recap on content soup
Award review exercise
Award cycle continued
Record retention
Develop a close-out timeline exercise
Final plenary session and wrap-up
Training Package Value for Money.
Training will be facilitated by professionals with hands on skills and great wealth of experience in Project Management and Monitoring and Evaluation Participants coming from outside NAIROBI are requested to organize their own accommodation and transport. We can however reserve accommodation space for you at the training venue.
Kindly confirm your participation with:
The Training Coordinator
Capacity Africa Institute
Email: [email protected]
Website: www.capacityafrica.com