Training On USAID Rules and Regulations
INTRODUCTION
This ten-day workshop covers the many rules and regulations associated with USAID funding, through the lens of NGOs based outside of the US that receive US Government funding, either directly or as a sub-award. This highly participatory course provides the knowledge and skills needed to effectively respond to the challenges in managing USAID awards and ensuring compliant project implementation. While the focus of this training is USAID funding for grants and cooperative agreements, it also provides a good foundation for understanding funding from other US Government agencies.
DURATION
10 Days
TARGET AUDIENCE
The training is meant for individual participants and teams of employees that are in the following USAID-funded project departments: Finance, contracts, and grants; Programs and Administration; New business development; Human resources; Any experienced NGO employee who needs an update on the rules and regulations; and Independent auditors (including representatives from certified public accounting firms who perform compliance or financial audits within the development sector).
OBJECTIVES
By the end of the training the participants will be able to:
- Navigate and apply USAID rules and regulations to ensure compliant and successful program implementation
- Build and manage collaborative relationships with key players related to your award
- Explain the relationship between your organizational policies and the regulations
- Identify when approvals, waivers, and extensions are required, as well as how to obtain them
- Develop strategies for finding the answers to common and complex issues (e.g., determining allowable costs, correct procedures for purchasing equipment, property disposition, limits on budget revision, cost share, documentation requirements, avoiding common audit findings)
COURSE OUTLINE
Module 1
- Introduction to USAID, Its Regulations, and Organizational Set-Up
- Why USAID Rules and Regulations
- Organization of USAID
- USAID/Field Mission Organizations
- Funding framework
- Assistance vs Acquisition
- Award Mechanisms
- US vs Non-US Regulations
- Implementation of Assistance Awards
- How is USAID Organized
- Rules and Regulations Map
- Working effectively with USAID
- Manage and Effective Relationship with USAID
- Best Practices with Agreement Officer
- Award package – Cover letter, Award, Schedule
- Highlights in an Award
- Developing an Award Brief
Standard Provisions
- Financial Management
- Allowable costs
- Accounting, Audit, and Records
- Amendments, Budget Revisions
- Notices
- Bank Accounts, Interest
- Payment, Advances, and Reimbursements
- Good Financial Practices
- Accounting Records
Property
- Title to end use of property inventory management
- Inventory Management
- Disposition of Property
Module 2
- Procurement
- Procurement Concepts and Procedures
- Competitive Procurement
- Procurement Files
- Ineligible and Restricted Goods
- Ineligible Procurement
- Restricted Goods
Source & Nationality
- Update
- Definitions
- Scope and Application
- Geographic Codes
- Source of Commodities
- Nationality of Suppliers
- Foreign Government Controlled Organizations
- Nationality of Staff and Consultants
- Leases
- Restricted Commodities
- Waivers
- Procurement Resources
Cost Principles
- Cost Principles
- Prior Approval
- Allowability
- Reasonableness
- Allocability
- Selected Items of Cost
- Items that Require Prior Approval
- Unallowable Costs
- Selected Items of Cost
Module 3
Mandatory Standard Provisions:
- Marking
- Termination and Suspension
- Preventing Terrorist Financing
Required as Applicable Provisions:
- Indirect Costs – Fixed Amounts
- Subaward
- Air Travel and Transportation
- Shipment of Goods and non-Business Travel
- Cost Share or Matching
- Leveraging
- Program Income
Other Selected Standard Provisions
Audits:
- Types of audits
- Guidelines for Financial Audits Contracted by Foreign Recipients
- US Government Financial Audits
- US Government Performance Audits
CERTIFICATION
- Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Cerificate
TRAINING VENUE
- Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.
AIRPORT PICK UP AND ACCOMMODATION
- Airport pick up and accommodation is arranged upon request
TERMS OF PAYMENT
- Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com