USAID/Federal Rules & Regulations: Grants & Cooperative Agreements

USAID/Federal Rules & Regulations: Grants & Cooperative Agreements:

Jun 6 2017 - 9:00am - Jun 8 2017 - 5:00pm

Location: Washington , DC , United States


Bob M. Lloyd

Language: English


Early - Apr 25 Regular - May 16 Late - Jun 06
HUMENTUM MEMBERS $1,200 $1,300 $1,400
NON-MEMBERS $1,450 $1,550 $1,650


Day 1 

Distinction between Types of Awards 

  • The Federal Grant and Cooperative Agreement Act
  • Federal Assistance versus Federal Acquisition/Procurement 
  • Grants versus Cooperative Agreement 
  • Distinctions in Subawards 

Events in the Life of a Federal Award 

  • Pre-Award
  • After the Award 

Sources of Authority 

  • Statutes 
  • Governement-wide Directives 
  • Regulations 
  • Award Terms and Conditions 
  • Internal Federal Agency Policies 

OMB's Grant Reform Initiative - What does it mean?

  • 2 CFR 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards: Final Rule

OMB 2 CFR 200 0 Uniform Administrative Requirements Subpart C & D (old OMB A-110; Subpart D previously 2 CFR 226 at USAID)

  • “Housekeeping Policies” (Applicability, Exceptions, Flow-through)
  • Pre-Award Policies
  • Post-Award Policies 
  • Grantee Systems Standards (Financial and Program Management, Procurement, Property)
  • Limitations on the Award (Cost Sharing or Matching, Program Income, Revision of Budget and Program Plans, Period of Performance)
  • Subrecipient Management and Monitoring
  • Reports and Records
  • Grantor Enforcement

After-The-Award Policies 

  • Close-out
  • Continuing Accountability Responsibilities 

Day 2 

Continue coverage of OMB 2 CFR 200 Subparts C & D

OMB 2 CFR 200 Cost Principles – Subpart E (old OMB A-122 and A-21)

  • Applicable Policies for Different Award Performers
  • Purpose and Applicability (Nature of Cost Reimbursable Awards)
  • Organization of Federal Cost Principles
  • General Tests of Allowability
  • Direct Versus Indirect 

Review of Key "Big Ticket" Items from "Selected Items of Cost"

  • Employee Compensation
  • Travel
  • Equipment
  • Supplies
  • Space Occupancy
  • Consultants
  • Taxes
  • Adding to the List
  • Key Policy Changes under Grant Reform

Day 3 

Continuing coverage of Cost Principles 

Unique USAID Requirement 

  • Award to Non-US Entities 
  • Source and Nationality (22 CFR 228)
  • Marking (2 CFR 700.16; old USAID 226.91)

Audit and Oversight 

  • Federal Audit Policy (Federal Audit, Non-Federal Audit)
  • Overview of the Requirements of OMB 2 CFR 200 Subpart F (old OMB A-133)
  • Award Expenditure Threshold
  • Subrecipient versus Contractor
  • Relation to Other Audit Requirements (ADS 591 at USAID)
  • Auditee Responsibilities
  • Pass-through Entity Responsibilities
  • Scope of the Audit
  • Financial Statements and Schedules 
  • Internal Controls 
  • Compliance 
  • Role of the OMB Compliance Supplement 


  • Wrap Up and Certificates 



1201 15th St, NW
Washington, DC 20005
United States

Hotel Information

Location & Hotel

National Association of Home Builders
1201 15th St, NW
Washington, DC 20005

The nearest Metro stop to the workshop is McPherson Square on the Orange, Silver, and Blue lines. Find a map of the DC metro system here.

Participants are responsible for making and paying for their own hotel/lodging arrangements. We have found that usually offers comparable or even lower rates than we are able to negotiate. We recommend attendees look for hotels in the Dupont Circle neighborhood. Check out some suggestions for convenient hotels.