Spring 2020 Webinar Series: Uniform Guidance Fundamentals


  • Start: April 21, 2020 2:00 pm
  • End: May 21, 2020 4:00 pm

Learn the fundamentals of managing your grants and subawards while keeping up-to-date with the latest developments affecting the Uniform Grants Guidance (popularly known as the “OMB Super Circular”) from the comfort of your home or office when you register for our Spring 2020 Webinar Series.

Make sure that you understand the rules for managing your Federal grants with the six-part “Uniform Guidance Fundamentals” webinar series.  Compliance with grants management requirements is the key to any successful grant-funded program.  Everyone involved in managing Federal awards or subawards should have a working knowledge of the Office of Management and Budget’s Uniform Grants Guidance (also called the “OMB Super Circular”).  However, the Super Circular continues to evolve with more proposed changes announced earlier this year.  The “Uniform Guidance Fundamentals” webinar series will explain these new changes and other recent developments as well as the key grants management rules that you must follow now.  When you participate in the webinars, you will learn what you need to know to keep your organization (whether a grantee, pass-through entity, or subrecipient) in compliance with the Uniform Guidance.

The “Uniform Guidance Fundamentals” webinar series will ensure that you are up-to-speed quickly with a different topic each week starting April 21, 2020, and concluding on May 21, 2020.  However, because each webinar features an audience question and answer session, registration spaces are limited to maximize each participant’s opportunity to ask questions.  Registration also includes access to a recorded version of the webinar to review on-demand.  Sign-up today for the entire series or select individual webinars to learn how to better manage your grants under the Uniform Guidance.

 

 

TOPICS

Over the course of the series, you will explore the most important requirements of the OMB’s Uniform Guidance that you must know to effectively manage your Federal awards and subawards.   The six-part, month-long series will feature a new topic each week.  You will learn about the following areas:

  • Basic requirements of the Uniform Grants Guidance;
  • Procurement standards for grant-funded organizations under the Super Circular;
  • Rules for managing property purchased or improved with grant funds;
  • Grant documentation and record retention best practices;
  • Application of the Super Circular’s general cost principles;
  • Indirect cost recovery and indirect cost rates under the Super Circular;
  • Allowable and unallowable costs for grantees and subrecipients;
  • Recent and proposed changes to grants management requirements; and,
  • Answers to frequently asked questions about the Uniform Guidance.

The webinar series will explore these key areas of grants management under the Uniform Grants Guidance and more.  Each webinar will also include a dedicated questions and answer session.  You will have the opportunity to ask your individual Uniform Guidance and grants management questions.

SCHEDULE

Join us for this six-part webinar series.  All webinars start at 2:00 P.M. Eastern Daylight Time (1:00 P.M. Central Daylight Time, 12:00 noon Mountain Daylight Time, and 11:00 A.M. Pacific Daylight Time).  Each webinar is two hours long, including the question and answer session.  Registrants will also receive complimentary access to an on-demand recording following the live webinar.

The Office of Management and Budget's Uniform Grants Guidance provides the basic rules for managing Federal grants and subawards. Noncompliance with the Uniform Guidance (also known as the "OMB Super Circular") can have serious, adverse consequences for grant-funded organizations as well as individual grants management professionals. These rules, however, can be difficult to navigate. During this webinar, you will learn about the history and basic requirements of the Uniform Guidance as well as proposed changes.

You will explore the following topics as part of this webinar:

  • Background of the Uniform Grants Guidance;
  • Structure of the Super Circular;
  • Considerations in making awards and subawards subject to the Super Circular;
  • Major parts and provisions of the Uniform Guidance;
  • Consequences of noncompliance with the Super Circular;
  • Recent developments and proposed changes; and,
  • Answers to frequently asked questions about the Super Circular.

By participating in this webinar, you will gain an overview of the Uniform Grants Guidance that will help you to ensure that your grant-funded programs are in compliance with Federal requirements.

Learn the right way to purchase goods and services with grant funds.  Procurement  is one of the most complex and important areas under the Uniform Grants Guidance (also known as the "OMB Super Circular").  Failure to follow the procurement rules can result in costly disallowances and even loss of grant funding.  Therefore, grantees and subrecipients need to understand these key requirements.  This two-hour webinar will explain the Super Circular's major procurement rules while also highlighting recent and proposed changes to the procurement standards.

Topics that will be discussed during the procurement standards webinar include:

  • Changes affecting procurement with grant funds;
  • Acceptable procurement methods;
  • Required and prohibited terms and conditions;
  • Permissible types of contracts (procurement instruments);
  • Conflict of interest requirements;
  • Affirmative action provisions;
  • Differences between procurement and subrecipient relationships; and,
  • Evaluating and documenting procurement transactions.

During the webinar, you will learn about these and other important requirements to allow you to better manage the procurement process, whether as a direct grantee or a subrecipient.  Not only will you learn about the rules for procurement under the Uniform Grants Guidance, you will also have the opportunity to get answers to your individual purchasing questions as part of the two-hour webinar.

Learn how to manage property acquired or improved with grant funds.  The rules and restrictions placed on grant-funded property under the Uniform Grants Guidance (also called the "OMB Super Circular") can be confusing and difficult to apply.  This two-hour webinar will clear up the confusion and explain how to implement the property management standards.  You will learn about the property management rules for real property, equipment, supplies, and intangibles, as well as other major compliance areas for grant-funded property (including insurance, disposition, and inventory requirements).  The webinar will explain these important standards in detail, so that you can efficiently manage your grant-funded property and avoid common problems.

Topics that you will learn about during the property management webinar include:

  • Changes affecting property management;
  • Standards for real property;
  • Rules for grant-funded equipment;
  • Requirements for managing supplies;
  • Rules for intangible property;
  • Property trust relationship explained;
  • Insurance requirements for grant-funded property;
  • Elements of an effective property management system;
  • Relationship between property standards and program income;
  • Avoiding fraud and abuse related to grant-acquired property; and,
  • Disposition rules under the Uniform Guidance.

By participating, you will learn about these and other important requirements for managing grant-funded property.  You will also have the opportunity to ask your individual property management questions during the two-hour webinar.

Under the Uniform Grants Guidance (or "OMB Super Circular"), Federal grant recipients and subrecipients have the burden of documenting their compliance with grant requirements (including the proper expenditure of their grant funds).  Therefore, creating and maintaining an adequate recordkeeping system is fundamental to the success of all grantees and subrecipients.  During the webinar, you will learn about how to establish an effective recordkeeping system as well as about records retention requirements and access rights.

Topics that will be discussed during this recordkeeping webinar include the following:

  • Recordkeeping rules for grantees under the Uniform Guidance;
  • Record retention rules and exceptions;
  • Importance of written record retention policies and " holds";
  • Treatment of electronic records under the Super Circular;
  • Government and public access to records;
  • Consequences of failure to follow required recordkeeping policies; and,
  • Answers to frequently asked questions about recordkeeping for grantees and subrecipients.

You will learn about these important topics and more as part of this in-depth exploration of recordkeeping and documentation requirements to ensure that your organization remains in compliance with the Uniform Guidance.

In creating the Uniform Grants Guidance (also known as the "OMB Super Circular"), the Office of Management and Budget sought more consistent treatment of costs while also limiting allowability for certain items.  Although the Super Circular's cost principles reflect these simple goals, the cost principles themselves are far from simple.  Understanding these rules, though, is vital to successfully managing grant awards and avoiding questioned costs.  This two-hour webinar will explain the major concepts and general rules underlying the Super Circular's cost principles and how they affect grant-funded entities.

During the webinar, you will explore the fundamental requirements of the Uniform Guidance's cost principles, including:

  • General cost allowability rules;
  • Determining necessary, reasonable, and allocable costs;Direct cost basics;
  • Indirect cost recovery (including the de minimis indirect cost rate);
  • Differences between applicable credits and program income;
  • Cost principles and "fixed amount awards";
  • Prior approval requirements and exceptions; and,
  • Avoiding common mistakes with cost principles.

These are just some of the areas that you will learn about when you participate in this two-hour webinar.  In addition, you will also have the opportunity to ask your own questions about the Uniform Guidance's cost principles.

(Note:  Treatment of selected items of cost under the Uniform Grants Guidance will be covered in a separate, companion webinar.)

"Can we charge that to our grant?" The cost principles in the Uniform Grants Guidance (also known as the "OMB Super Circular") try to answer that question for over four dozen specific items, but the answer is not always what you might expect.  Numerous exceptions and prior approval requirements in the Super Circular can create confusion and make clear answers difficult.  Compliance with grants management requirements, though, means getting the answer right every time.  By participating in this two-hour webinar, you will learn how to correctly answer allowability questions for selected items of cost under the Super Circular's cost principles.

Just some of the selected items of cost that you will learn about during this webinar include:

  • Compensation and benefits;
  • Advertising and public relations;
  • Equipment and other capital expenditures;
  • Bad debts and improper payments;
  • Insurance premiums and losses;
  • Legal fees;Supplies;
  • Lobbying expenses;
  • Contingencies and idle capacity;
  • Audit costs;
  • Consultants and other professional services;
  • Conference expenses;
  • Rental costs;
  • Employ health and welfare costs;
  • Travel expenses;Entertainment; and,
  • Training.

You will learn how to apply the rules for these and close to three dozen more selected items of cost when you take part in this in-depth exploration of the Uniform Guidance's cost principles.  You will also have the opportunity to ask and get answers to your individual cost questions during this two-hour webinar's extended question and answer session.

(Note:  The general cost principles under the Uniform Grants Guidance will be covered in a separate, companion webinar.)

OUTCOMES AND OBJECTIVES

By participating in the “Uniform Guidance Fundamentals” webinar series, you will learn about the major rules that grantees and subrecipients must follow under the Uniform Grants Guidance (or OMB Super Circular).  You will also learn about current developments and proposed changes affecting grants management requirements.  After participating in the webinar series, you will be able to:

  • Outline the major parts of the Uniform Grants Guidance;
  • List the prerequisites for making an award or subaward;
  • Describe requirements and best practices for procurement under the Uniform Guidance;
  • List the property management standards for grant-acquired and grant-improved property;
  • Describe the preferred internal controls framework for grant-funded organizations;
  • Outline the recordkeeping requirements and best practices for Federal grants;
  • Describe the elements of an acceptable time and effort reporting system under the Super Circular;
  • List the general cost principles under the Uniform Guidance;
  • Distinguish between allowable and unallowable costs;
  • Outline the Super Circular’s indirect cost rate rules; and,
  • List at least three recent or proposed changes affecting management of Federal grants.

AUDIENCE

Whether you are new to the world of Federal grants or are an experienced grants professional, this webinar series will provide useful information to assist you in meeting your grants management duties.  There are no prerequisites for attending.  The experience level for all webinars in the series is overview/update.

SPEAKER

R. Brian Tipton is a practicing attorney with more than two decades of experience working with nonprofits, governmental units, and other grant-funded organizations across the United States.  Currently, Brian is Managing Director with The Private Client Law Group, P.C., in Atlanta, where he heads the firm’s tax-exempt and grant-funded solutions practice.  He is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University.  Brian regularly represents grant-funded entities of all types in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation.  Brian also consults with organizations on governance, human resources, programmatic, and corporate matters, and develops and presents training programs for nonprofits and grant-funded organizations.

 

Registration Details

 

$599
Entire Series

 

$199
Individual Webinars

 

 

BONUS:  Each registration includes free access for 60 days to an on-demand recording of the webinar following the live event.