Contents

Course Overview

Course Contact: Kelly Price, Servicewide FA Instructor, Branch of Systems and Training, Division of Financial Assistance Support and Oversight, WSFR (Phone: 304-596-7492)

Course Type: Instructor-led classroom training

Course Duration: 24 hours (3 days)

Course Description: Provides a basic overview of the requirements and processes related to awarding grants and cooperative agreements. Emphasis will be on fundamental knowledge and use of the Service manual and associated regulations, rules and supplemental documents. Participants work individually and in small groups to understand pre-award, post-award, and close-out responsibilities when managing grants and cooperative agreements.

Who should take this course? FWS biologists, budget, administrative staff, and approving officials (authorized signers) responsible for reviewing, awarding, monitoring, and closing out grants and cooperative agreements. See here for more information. Service Policy  232 FW 1 was signed on Friday 17 October 2014 (updated July 31, 2017).  The policy requires all Service personnel who work with financial assistance to receive a Service specific financial assistance training.  

 This course fulfills the mandatory training under Service policies:

  • 516 FW 3, Signature Authority for Grant and Cooperative Agreement Awards, required for employees with delegated signature authority
  • 232 FW 1, Mandatory Financial Assistance Training, required for Service employees who work with grant and cooperative agreement (financial assistance) awards

The Training Branch maintains a list of staff who have successfully completed mandatory financial assistance training under these policies: FA Training Database (Service personnel only).

Course Objectives: 

  • Describe Service grant and cooperative agreement programs and processes.
  • Describe the roles and responsibilities of federal and grantee/cooperative agreement recipient in managing grants and cooperative agreements.
  • Process and manage a basic grant and cooperative agreement.
  • Describe the requirements and process for recipient reporting and Service payment of awards.
  • Use of available financial assistance resources. 

Course Materials

Current Basic Financial Assistance Course Instructor Workbook – BFA Instructor Workbook 1QFY20.pdf

Current Basic Financial Assistance Course Presentation with instructor notes – BFA Presentation 1QFY20.pptx

(For optimal viewing: Right-click link, select 'Save Link as...', save to desired location.)

Current FA Training Toolkit

Upcoming Training Dates and Locations

Course scheduling for FY2020 was cancelled due to the coronavirus pandemic. An equivalent training program is being planned for FY2021 to be offered virtually. Upcoming courses and dates will be announced through the FASO Training email distribution group. Please contact Kelly Price to be added to this list.

Confirmed FY2020 classes

Class Dates

Class Location

Nov 19-21, 2019USFWS Headquarters, 5275 Leesburg Pike, Falls Church, VA 22041


To register for an open class ('event' in DOI Talent), follow these steps:

  1. Follow this link to get the the BFA Course (i.e. 'Seminar') in DOI Talent or search for "FASO Basic Financial Assistance" in the course catalog.
  2. Scroll down to the 'Enroll Me' button. Click to enroll.
  3. You will be taken to a page with a list of upcoming BFA classes ('events'). Scroll down to find the one you want to attend.
  4. Click the 'Sign up' link at the very right of that event's row.
  5. Fill out the enrollment form. (For Payment Status, select 'No Payment Required' from the drop-down box).
  6. Select the 'Agree and Submit' button.

You should receive a confirmation email, as should your assigned supervisor. You are now enrolled in the BFA event. Contact Kelly Price (kelly_price@fws.gov) if you have any questions or problems.

Note: Classes held at NCTC are considered 'events' and are not sponsored by NCTC. Your office will be responsible for paying transportation costs and Per Diem (lodging and meals).


The U.S. Fish and Wildlife Service is committed to providing access to this course (event) for all participants. Please note the needed accommodations when registering in DOI Talent. Most services will need to be provided and arranged by the requester's program. For NCTC classes, please direct all requests for sign language interpreting services, closed captioning, or other accommodation needs to Julie Schroyer, 304-876-7927, julie_schroyer@fws.gov, TTY 800-877-8339.

Hosting a BFA in your Region?

If you are hosting or plan to host a BFA in your Region, please consult the BFA Logistics Checklist for logistical requirements. Contact Kelly Price if you have questions.