Introduction

This training covers a wide range of guidelines and requirements for USAID funding and is intended to improve NGO staff members’ capacity to efficiently administer their programs and uphold donor compliance. The training will cover various aspects of compliance, procedures, and financial management essential for organizations working with or receiving funds from USAID.

Programme Curriculum

Training on USAID Rules & Regulations

Introduction

This course is ideal for 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 and USAID staff, especially Agreement Officers and Agreement Officer’s Representatives.

Course Outline

Introduction to USAID

Introduction to USAID rules and regulations
USAID implementing mechanisms
Types of assistance instruments
Understanding 2 CFR 200 and 2 CFR 700

Pre-Award Phase

Overview of USAID Pre-Award Phase
Award Phase Timeline and Task List
Pre-Award Survey
Pre-Award Assurances
Negotiating Changes to Your Program
Addressing Pre-Award Survey Findings

Award Phase

Introduction USAID Cooperative Agreement
USAID substantial involvement
Negotiation of the Award
The Award Process

Award Phase

Elements of the Award
Agreement Officer’s Representative
Unauthorized Commitments and Expenditures Requiring Prior Approvals
Award Administration
Appeals

USAID Financial Management

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

2 CFR 200 Subpart E
Cost principles
Indirect costs

Rules for Procurement of Commodities and Services Financed by USAID

Procurement policies & eligibility rules: 22 CFR 228; MSP 5&6
Telecommunications and surveillance
Restricted and ineligible items, vetting process, prior approvals
Source/Origin restrictions
Ineligible Suppliers/ Excluded Parties List
Foreign government-controlled organizations; Nationality of employees and consultants
Waivers

Branding

The guidelines for USAID’s visual identity
Branding regulations for different partners
The approval process

Travel

International travel
Fly America Act
Travel procurement documentation
Meals & Incidental Expense Allowance

Use of USAID Funded Property

Use of Equipment Outside of Award Activities
Property Management Standards

Requesting Modifications to Your Agreement

Changes Requiring Modification of the Cooperative Agreement
Requesting Changes

Technical Program Management

Monitoring Progress
Evaluation
Learning and Sharing

USAID Reporting Requirements

Reporting due dates
Federal Financial Report
Performance Report
Annual Audit
Foreign Tax (VAT) Report

Award Close Out

Award Extensions
Final Request for Funds
Final Report
Financial Close-Out

Finalizing Total Expenditures
Remaining Funds
Final Financial Report
Final Foreign Tax Reporting
Final Audit

Human Resource Close-Out
Final Performance Report
Post-Award Use of USAID-Funded Goods and Commodities

Final Inventory Report
Sale of Property and Equipment
Letter to USAID

Training Methodology

Throughout the 5-day course, there would typically be practical exercises, case studies, and group discussions to help participants apply the knowledge gained. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

Certification

Upon successful completion of this course, participants will be issued a certificate.

Trainers

1. Dr. Peter Ndungu

2. Dr. Charles Muiruri

3. Tatek Deneke

Tailor-Made Course

We can also do this as a tailor-made course to meet organization-wide training needs. A training needs assessment will be done on the training participants to collect data on the existing skills, knowledge gaps, training expectations and tailor-made needs

Key Notes

1. The participant must be conversant with English.

2. Upon completion of training the participant will be issued with an Authorized Training Certificate

3. Course duration is flexible and the contents can be modified to fit any number of days.

4. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

5. One-year post-training support Consultation and Coaching provided after the course.

6. Payment should be done at least a week before commence of the training, to Fineskill Training Center account, as indicated in the invoice so as to enable us prepare better for you.

Skills & Software Covered

Compliance Policy Analysis Risk Management Reporting Donor Management

Programme Fee

Duration: 5 Days

Method: Online or Physical

Online Price: $1,000

Physical Price: $1,500

Certification: Accredited Certificate

View Available Dates 📄 Download Course Outline (PDF)

Available Sessions

Location

Month

Year

Oct 19 2026

19 Oct — 23 Oct 2026

💻 Online / Virtual session

Online $1,000

Training on USAID Rules and Regulations

Introduction

Programme Curriculum

Introduction to USAID

Pre-Award Phase

Award Phase

Award Phase

USAID Financial Management

Cost Principles and Indirect Costs

Rules for Procurement of Commodities and Services Financed by USAID

Branding

Travel

Use of USAID Funded Property

Requesting Modifications to Your Agreement

Technical Program Management

USAID Reporting Requirements

Award Close Out

Skills & Software Covered

Available Sessions