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2018 Implementation Tips for USAID Partners

We have updated our popular Implementation Tips for USAID Partners to reflect recent ADS changes. Implementation Tips are short articles providing practical information about common organizational development questions.

The easy-to-use articles are in question-and-answer format to guide you in effectively addressing frequently encountered implementation issues. For example, learn how to:

• complete USAID’s financial status reporting form (SF-425)
• tell success stories to demonstrate impact
• clarify roles for management and board of directors
• use evidence to inform the project cycle
• draft a procurement policy.

You can find all 45 updated Implementation Tips for USAID Partners below:


Governance, Management and the Role of a Board of Directors

Recruiting an Effective, Diverse, and Inclusive Board of Directors

An Overview of Strategic Planning


Financial Management

Overview of Financial Management

Pipelines and Burn Rates

Understanding Fluctuating Exchange Rates

Cost Share

Sharing Costs Across Projects vs. Shared or Indirect Project Costs

Foreign Tax (VAT) Reporting

Requesting USG Funds Using SF-270

SF-425: Completing Your USG Financial Status Reporting Form

Annual Audit Requirements


Human Resources

Human Resources Policies

Putting HR Policies into Practice

Supportive Supervision

Performance Appraisals

Key Personnel

Engaging Volunteers to Strengthen Your Organization


Program Management

Using Your Workplan as a Management Tool

Managing Subrecipients Under a USAID Cooperative Agreement

You and Your USAID Team

Managing Your Relationship with Your Donors

Engaging and Connecting with Your Community

Reporting Project Progress and Results

Faith-Based Organizations and USG Funding

Project Close Out - Required Reports and Actions

Project Close Out - Timeline



Overview of Procurement Policies

Procurement Processes and Allowability

Procurement: Solicitation and Selection

Procurement: Restricted & Prohibited Items

Procurement: Source and Vendor Restrictions, Geographic Codes and Waivers

Vehicle Procurement

Excluded Parties and Terrorism Searches

Meeting USAID Branding and Marking Requirements

Travel Expenses and Reimbursement

Gifts to and Lobbying USG Employees

USAID Environmental Requirements: Environmental Impact Assessment


Monitoring and Evaluation

Using Evidence to Inform All Stages of the Project Cycle

Key Features of M&E

Managing Targets


External Relations

Developing a Marketing Communication Plan

Connecting with Prospective Partners and Funders

Telling Success Stories to Demonstrate your Impact