Additional Help or Supplementary References = These documents contain optional, helpful guidance and examples of best practices.
Mandatory Reference = There are two types: (a) External Mandatory References, which are governing external statutes, Executive Orders, regulations, and authorities; and (b) Internal Mandatory References, which contain mandatory guidance created internally by USAID.
501 - The Automated Directives System
- 501maa
ADS Chapters and Authors List | [Mandatory Reference]
PDF - 501mab
Clearance List for ADS Material | [Mandatory Reference]
PDF - 501mac
ADS Style and Format Guide | [Mandatory Reference]
PDF - 501mad
USAID Federal Regulations for Web Accessibility | [Mandatory Reference]
PDF - 501mae
The ADS Process | [Mandatory Reference]
PDF - 501mag
Bureau for Management Customer Service Standards | [Mandatory Reference]
PDF - 501mai
Standard Operating Procedures (SOPs) in the ADS | [Mandatory Reference]
PDF - 501sad
Four-Step Process for Drafting, Revising, Clearing, and Issuing ADS Directives | [Additional Help]
PDF - 501sae
ADS Users Guide | [Additional Help]
PDF - 501sag
ADS Chapter Template | [Additional Help]
DOC - 501sah
Standard Operating Procedures (SOPs) in the ADS | [Additional Help]
PDF - 501sai
E2 Travel Management Service User Guide | [Additional Help]
PDF - 501saj
ADS Process | [Additional Help]
PPTX
504 - Agency Notices
- 504maa
Authorized Senders For Agency Notices | [Mandatory Reference]
PDF - 504mad
Instructions for Creating Agency Notices Without Using the Notice Generator | [Mandatory Reference]
PDF - 504mae
Instructions for Using the Notice Generator | [Mandatory Reference]
PDF
502 - The USAID Records Management Program
- 502maa
Electronic Records Disposition Schedule | [Mandatory Reference]
PDF - 502mab
Strategic Objective Document Disposition Schedule | [Mandatory Reference]
PDF - 502mac
USAID / Washington and Missions Disposition Schedules | [Mandatory Reference]
PDFs - 502mae
Subject Outlines/Codes | [Mandatory Reference]
PDF - 502sab
Quality Assessing Scanned Documents | [Additional Help]
PDF - 502sac
Questions and Answers: Electronic Records Management and Scanning | [Additional Help]
PDF - 502sad
How to Prepare Your Records for Scanning | [Additional Help]
PDF
503 - Correspondence Management
- There are no Internal References for this chapter.
505 - Forms Management Program
- 505maa
Listing of Standard and Optional Forms Not To Be Electronically Generated Without Specific Approval by GSA | [Mandatory Reference]
PDF - 505saa
USAID Forms Catalog | [Additional Help]
PDF
506 - Reports Management
- There are no Internal References for this chapter.
507 - Freedom of Information Act (FOIA)
- There are no Internal References for this chapter.
508 - The USAID Privacy Policy
- 508maa
USAID System of Records Notice Template | [Mandatory Reference]
PDF - 508mab
Information Collection Request Process and Procedures | [Mandatory Reference]
PDF - 508mac
USAID Privacy Impact Assessment Template | [Mandatory Reference]
PDF - 508mad
Common Sense and Ad Hoc Requests | [Mandatory Reference]
PDF - 508mag
Guidance for USAID Privacy Act Section (e)(3) Statements or Notices | [Mandatory Reference]
PDF - 508mah
USAID Open Data Privacy Analysis Template | [Mandatory Reference]
PDF - 508mai
USAID Privacy Program Breach Notification Policy and Plan | [Mandatory Reference]
PDF - 508maj
USAID Privacy Threshold Analysis Template | [Mandatory Reference]
PDF - 508mak
USAID Public Web Site Privacy Policies Requirements | [Mandatory Reference]
PDF - 508saa
Privacy Basics | [Mandatory Reference]
PDF
510 - Mandatory Declassification Review
- There are no Internal References for this chapter.
511 - Vital Records Program
- 511sab
Examples of Vital Records | [Additional Help]
PDF
512 - Agency Printing and Graphics Services
- There are no Internal References for this chapter.
513 - Mail Management
- There are no Internal References for this chapter.
514 - Parking Program Administration
- There are no Internal References for this chapter.
515 - Metro Transit Subsidy Program
- There are no Internal References for this chapter.
517 - Acquisition of Domestic Real Property
- 517maa
Joint Asset Management Plan | [Mandatory Reference]
PDF - 517mab
Request for Space Change Template | [Mandatory Reference]
PDF
518 - Personal Property Management (Domestic)
- There are no Internal References for this chapter.
519 - Building Services
- 519saa
Agency Conference and Meeting Rooms | [Additional Reference]
PDF
521 - Claims for Losses of Private Personal Property
- There are no Internal References for this chapter.
522 - Performance of Temporary Duty Travel in the U.S. and Abroad
- 522mah
New Mileage Rates for Operating Privately Owned Vehicles (POV) | [Mandatory Reference]
PDF - 522mai
| Reporting of Foreign Gifts | [Mandatory Reference]
PDF - 522maj
Appropriate Fiscal Year to Charge for USAID Employees Travel and Transportation of Effects
PDF - 522mam
Action Memorandum for the Assistant Administrator For Management | [Mandatory Reference]
PDF - 522man
Request for Actual Subsistence Expense After Travel Has Been Completed | [Mandatory Reference]
PDF - 522mao
Request for Actual Subsistence Expense Before Travel Has Been Completed | [Mandatory Reference]
PDF - 522map
Premium Class Air Travel (Business Class) Certification | [Mandatory Reference]
PDF - 522maq
Request for Travel Authorization | [Mandatory Reference]
PDF
523 - Foreign Service Assignment Travel
- There are no Internal References for this chapter.
524 - Entitlements for Domestic Relocation
- There are no Internal References for this chapter.
525 - Separation/Retirement Travel for Foreign Service Employees
- There are no Internal References for this chapter.
520 - International Cooperative Administrative Support Services (ICASS) (An OMS Chapter)
- 520saa
Acronyms Commonly Related to ICASS | [Additional Help]
PDF
526 - USAID Guest House Services
- There are no Internal References for this chapter.
527 - Functions of the Mission Executive Office
- 527maa
Guidance on How to Open a USAID Mission | [Mandatory Reference]
PDF - 527mab
Guidance on how to Close a USAID Mission -- Checklist | [Additional Help]
PDF - 527sab
Guidance on Preparing Mission Orders | [Additional Help]
PDF - 527sac
Management Services Review Guidelines | [Additional Help]
PDF
528 - Energy Management and Planning Program for USAID Buildings
- There are no Internal References for this chapter.
529 - Safety Program
- 5297m
Hazard Communication Program | [Mandatory Reference]
PDF
530 - Emergency Planning Overseas
- There are no Internal References for this chapter.
531 - Continuity of Operations Program
- 531maa
Continuity of Operations Plan | [Mandatory Reference]
PDF - 531saa
Alternate Operations Facility | [Mandatory Reference]
PDF
532 - Employee Operated Services and Facilities
- There are no Internal References for this chapter.
533 - Purchasing for USAID's Overseas Activities
- There are no Internal References for this chapter.
534 - Personal Property Management Overseas
- There are no Internal References for this chapter.
535 - Real Property Management Overseas
- There are no Internal References for this chapter.
536 - Use and Control of Official Vehicles
- There are no Internal References for this chapter.
537 - Professional Liability Insurance
- There are no Internal References for this chapter.
539 - Overseas Schools Program
- There are no Internal References for this chapter.
541 - Information Management
- There are no Internal References for this chapter.
542 - Planning and Budgeting for Information Technology (IT) Resources
- There are no Internal References for this chapter.
543 - Corporate Information Systems
- There are no Internal References for this chapter.
544 - Technical Architecture Design, Development, and Management
- There are no Internal References for this chapter.
545 - Information Systems Security
- 545mac
Information Technology Security Roles and Responsibilities | [Mandatory Reference]
PDF - 545mad
Incident Response Guidance for Unclassified Information Systems | [Mandatory Reference]
PDF - 545mah
Contract Clause Guide For Unclassified Information System Security Systems and Services | [Mandatory Reference]
PDF - 545mai
Business Continuity Planning Procedures & Guidelines | [Mandatory Reference]
PDF - 545mak
Data Remanence Procedures | [Mandatory Reference]
PDF - 545mal
Disaster Recovery Planning Procedures and Guidelines | [Mandatory Reference]
PDF - 545mam
E-Mail Acceptable Usage Policy | [Mandatory Reference]
PDF - 545man
Establishing System Security Level Procedures and Guidelines | [Mandatory Reference]
PDF - 545map
Incident Identification & Reporting Procedures | [Mandatory Reference]
PDF - 545maq
Information Assurance Procedures | [Mandatory Reference]
PDF - 545mar
| Internet Acceptable Usage Policy | [Mandatory Reference]
PDF - 545mba
Rules of Behavior for Functional Managers | [Mandatory Reference]
PDF - 545mbc
Rules of Behavior for System Administrators | [Mandatory Reference]
PDF - 545mbd
Rules of Behavior for Users | [Mandatory Reference]
PDF - 545mbh
IPv6 Plans and Standards | [Mandatory Reference]
PDF - 545mbm
Guidelines for Remote Access Soft Tokens for Personal Devices | [Mandatory Reference]
PDF - 545sae
Contingency Planning for Information Resources | [Additional Help]
PDF
546 - Acquisition of Federal Information Technology (IT) Resources
- There are no Internal References for this chapter.
547 - Property Management of Information Technology (IT) Resources
- 547maa
Limits on Custom-Developed Software | [Mandatory Reference]
PDF
548 - Program-Funded Independent Verification and Validation (IV&V) Reviews
- 548maa
Program-funded Inormation Technology Review | [Mandatory Reference]
PDF - 548mad
USAID Enterprise Architecture - Agency Concept-level Overview | [Mandatory Reference]
PDF - 548mae
ADS 548 IV&V Review Process Flowchart | [Mandatory Reference]
PDF - 548saa
2012 – 2013 Fiscal Year Program Information | [Mandatory Reference]
PDF - 548sac
ADS 548 Number Request | [Mandatory Reference]
PDF
549 - Telecommunications Management
- There are no Internal References for this chapter.
550 - End-User Applications
- There are no Internal References for this chapter.
577 - Information Technology Capital Planning and Investment Control
- 577maa
Investment Funding Category Documentation and Review Requirements, Table 1 | [Mandatory Reference]
PDF - 577mab
ITSS Decision Criteria, Table 3 | [Mandatory Reference]
PDF - 577mad
Technical Panel Summary Score Sheet, Summary Sheet 2 | [Mandatory Reference]
PDF - 577mae
USAID FYXX - Investment Ranking Summary, Summary Sheet 3 | [Mandatory Reference]
PDF - 577maf
[The] CPIC Process, Table 2 | [Mandatory Reference]
PDF - 577mag
[USAID 300i] Decision Request | [Mandatory Reference]
PDF - 577mai
CPIC Subcommittee Total and Average Scores for IT Investments, Summary Sheet 4 | [Mandatory Reference]
PDF - 577maj
IT Investments Under CPIC Review, Summary Sheet 5 | [Mandatory Reference]
PDF - 577mak
IT Project Governance Manual | [Mandatory Reference]
PDF
578 - Information Quality Guidelines
- 578maa
Categories of USAID Information | [Mandatory Reference]
PDF
553 - Congressional Inquiries
- There are no Internal References for this chapter.
554 - Congressional Witnesses
- There are no Internal References for this chapter.
555 - Congressional Delegations
- There are no Internal References for this chapter.
556 - Congressional Reports
- There are no Internal References for this chapter.
557 - Public Information
- There are no Internal References for this chapter.
558 - Public Activity
- There are no Internal References for this chapter.
559 - Inquiries from the News Media
- There are no Internal References for this chapter.
560 - News Releases and Services
- There are no Internal References for this chapter.
552 - Classified Information Systems Security
- 552sab
Approval to Access and Process Classified National Security Information via Information Systems | [Additional Help]
PDF
561 - Security Responsibilities
- There are no Internal References for this chapter.
562 - Physical Security Programs (Overseas)
- 562maa
Annual Report Guidance for FY 2005 | [Mandatory Reference]
PDF
563 - Armored Vehicle Program
- There are no Internal References for this chapter.
564 - Security Communications
- There are no Internal References for this chapter.
565 - Physical Security Programs (Domestic)
- There are no Internal References for this chapter.
566 - US Direct-Hire and PASA/RSSA Personnel Security Program
- There are no Internal References for this chapter.
567 - Classified Contracts and Awards Under USAID's National Industrial Security Program
- 567saa
Statement of Work Security Clause for Classified Contracts | [Additional Help]
PDF
568 - National Security Information and Counterintelligence Security Program
- There are no Internal References for this chapter.
579 - USAID Development Data
- 579maa
Foreign Assistance Dashboard | [Mandatory Refrerence]
PDF
580 - Conference Planning and Attendance
- 580maa
Conference Coordinator Checklist | [Mandatory Refrerence]
PDF - 580mab
Conference Approval Memorandum Template USAID Sponsored Conferences | [Mandatory Reference]
PDF - 580saa
eConference Tracking and Approval System (eCTAS) User Guide | [Additional Help]
PDF - 580sab
Conference Policy Frequently Asked Questions | [Additional Help]
PDF - 580sac
Conference Approval Requirements Matrix | [Additional Help]
PDF - 580sad
Sample Conference Approval Package | [Additional Help]
PDF
590 - Audit
- There are no Internal References for this chapter.
591 - Financial Audits of USAID Contractors, Grantees, and Host Government Entities
- 591maa
Guidelines for Financial Audits Contracted by Foreign Recipients | [Mandatory Reference]
PDF - 591saa
Financial Audit Requirements Chart | [Additional Help]
PDF
592 - Performance Audits
- There are no Internal References for this chapter.
593 - Reviews Conducted by the Government Accountability Office (GAO)
- 593saa
Sample Cover Letter Responding to GAO Request for Sensitive Information | [Additional Help]
PDF
594 - Audits of USAID's Annual Financial Statement
- There are no Internal References for this chapter.
595 - Audit Management Program
- There are no Internal References for this chapter.
596 - Management Accountability and Control
597 - Operations Performance Policy
- 597saa
Results Statement Checklist | [Additional Help]
PDF - 597sab
Results Framework Checklist | [Additional Help]
PDF - 597sac
Metric Selection Criteria | [Additional Help]
PDF - 597sad
Data Quality Assessment Checklist | [Additional Help]
PDF - 597sae
Metric Reference Sheet Template | [Additional Help]
PDF - 597saf
Execution and Performance Plan (EPP) Template | [Additional Help]
PDF - 597sag
AIDStat One-Pager | [Additional Help]
PDF - 597sah
Types of Business Analysis | [Additional Help]
PDF - 597sai
Transparency, Accountability, and Performance Project Overview | [Additional Help]
PDF
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