A Guide to OMB Grant Reform New Book! A Guide to OMB Grant Reform

Practical guidance on how to align your policies and procedures with the new requirements in OMB’s uniform guidance. Includes insightful commentary and suggestions for compliance best practices from grants management advisor Bob Lloyd, plus all the primary source documents. Order Now

Insightful Webinars: Management, Compliance & Best Practices

Oct 27
2014

Get a crash course on what new OMB requirements affecting human resources are out there, and how to harmonize them with existing organizational policies. Learn more

Nov 6
2014

As federal agencies ramp up their procedures for reviewing grant applications prior to making award decisions, recipients need to convince federal officials that the risk of awarding to them is low. This webinar will help you prepare for a risk assessment — and put your organization in a position of strength when submitting future federal grant applications. Learn more

Nov 13
2014

This webinar will provide nonprofit entities with an understanding of how to formulate indirect cost rate documentation, in light of new OMB policies that address federal agency and pass-through agency recognition of recipient and subrecipient indirect costs. Learn more

Webinar Archives

Oct 20
2014

OMB’s new uniform guidance is filled with mentions of “internal controls,” and refers to several guidance documents. This webinar will help you become familiar with the documents, in order to use them to assess your internal control policies and procedures for managing federal grants and subgrants. Learn more

Sep 29
2014

Federal grant-making agencies will be required to issue their final rules on the new federal grant administrative, cost principles and audit requirements at the end of the year. But savvy organizations that want to have a seamless transition to the new policies should start looking now at the new requirements and developing their own timetables for implementation. Learn more

Sep 22
2014

Accurate grant reporting is sure to be a recurring federal theme for some time. This webinar will sort through the current and future reporting requirements, and offer advice on how to best meet them. Learn more

Sep 16
2014

Because of the unique features of each grant award, closeout has to be a “tailored” process. But, there is enormous pressure to get it done in a timely manner. And OMB’s grant reform initiative could add a new twist or two to your closeout process. This webinar will help you safely and effectively navigate through the “twilight zone” of closing out your federal grants awards. Learn more

Sep 8
2014

A high-profile feature of OMB’s package of federal grant reforms is the substantially overhauled set of policies on subaward management and monitoring. This webinar will help pass-through entities craft subgrant documents that include the provisions that should be there and do not include those that don’t belong. Learn more

Aug 12
2014

With OMB’s new policies mandating the use of an organization’s audit history in determining awards, it’s more important than ever to address grant audit findings early and effectively. This webinar will show you how to promptly and appropriately resolve audit findings. Learn more

Aug 5
2014

OMB’s new guidance includes a mandate requiring more pre-award due diligence. This webinar will show you how to perform pre-award risk assessments of your subrecipients so you can identify and mitigate the risks involved with subrecipient noncompliance. Learn more

Jul 8
2014

This webinar will provide a systematic review of the key elements of the new Circular A-133 Compliance Supplement, and demonstrate how you can use it to improve your grants management and audit readiness. Learn more

Jun 23
2014

Under OMB’s federal grant reform initiative, the processes surrounding a grant application, federal awarding agency review, and grant agreement issuance have been altered in fundamental ways. This webinar will help organizations understand the new pre-award landscape and fashion strategies for proper positioning. Learn more

Jun 5
2014

Gain an understanding of the policy document that will replace OMB Circular A-133, so you can prepare for future single audits — and emerge from them unscathed. Learn more

May 29
2014

A clear and timely review of the new consolidated federal cost principles that will take effect later this year. Learn more

May 15
2014

This session focuses on the post-award administrative requirements in the grant reform package, including current policies that were retained but repackaged, the ones that were overhauled and ramped up — as well as new policies OMB added. Learn more

May 13
2014

In one of the most significant policy changes to come out of OMB’s federal grants reform effort, primary grantee and other pass-through entities are now required to accept indirect charges through one of three options. This webinar will help you decide how to best employ all of the options available to be both fair to your subrecipients and cost conscious, too. Learn more

May 8
2014

An overview of the key elements of the new federal policies for everybody in your organization who touches a federal grant or subgrant. Learn more

May 5
2014

OMB’s grant reform guidance instructs pass-through entities to “make case-by-case determinations whether each agreement it makes for disbursement of federal program funds casts the party receiving the funds in the role of a subrecipient or a contractor.” This webinar will provide a fresh and practical examination of how to make defensible determinations, and then how to proceed with effective management and oversight. Learn more

Apr 16
2014

This webinar will help you think through what, how and when you need to make your grantor aware of what is likely to be bad news. Learn more

Mar 25
2014

While some changes stemming from OMB’s recent grants reform effort aren’t causing much angst, others – such as new procurement standards – involve significant differences from the previous policies. This webinar is organized to help you assess your grant purchasing practices and procedures in light of the new OMB guidance. Learn more

Mar 11
2014

OMB’s new instructions in the “Super Circular” about internal controls have been ratcheted up. So, what features should your federal grant internal controls have going forward? This webinar analyzes the new requirements and identifies the kinds of responses that make sense in a federal grant context. Learn more

Feb 27
2014

In the area of indirect cost policy, the result of OMB’s reform effort doesn’t look very consolidated. So how much has really changed, how much hasn’t, and where can you find a good guide? This webinar will help you navigate the new realities of indirect cost recovery and prepare you to use the new policies to your organization’s advantage. Learn more

Feb 18
2014

In an effort to concentrate more on performance and results than on financial inputs, OMB is emphasizing in its new guidance that federal agencies and pass-through entities can use fixed amount awards and performance-based grants. But what are these awards supposed to look like? This webinar maps out how recipients and subrecipients can prepare for and implement these innovative awards. Learn more

Feb 6
2014

The OMB reforms contain some significant changes in the way that awards to subrecipients will be made and overseen. Whether your organization is in the subgranting business or it’s on the receiving end of subgrants, this detailed webinar will help you understand what to expect, what you’ll need to do, and how to do it. Learn more

Jan 30
2014

Front and center in OMB’s reforms are new requirements ostensibly intended to reduce the burden of documenting time and effort on federal grant awards. Some observers, however, are already questioning whether that will be the result. This webinar takes a “deep dive” into the new requirements to explain what will change, what won’t and how you can help your organization transition effectively. Learn more

Jan 14
2014

The future direction and funding levels for many federal grant programs will be front and center in upcoming policy debates, but if you want to have an impact on the decisions, you have to follow a straight and narrow path. This webinar will provide a critical body of knowledge you need to have about where the boundaries are, what you can safely do and what you ought to steer clear of. Learn more

Jan 7
2014

Thousands of organizations are excluded from the federal government’s policies on indirect cost recovery on federal grants. This webinar provides helpful strategies aimed at helping affected organizations, such as subrecipients, overcome restrictive indirect cost recovery policies. Learn more

Dec 10
2013

Deciding whether — and how — to respond to an objectionable approach taken by a federal grantor involves applying balanced judgment and, perhaps, polite diplomacy. This webinar discusses the gentle art of “pushing back” on your federal grant and offers strategies that can empower you to make sensible decisions on these sensitive matters. Learn more

Nov 21
2013

This webinar will help you understand what is currently required when conducting procurement transactions, what will be required once OMB finishes overhauling the existing rules, and how best to respond. Learn more

Nov 12
2013

The federal rules associated with “intangible property” generated under federal grants are arcane at best and can generate as many questions as they answer. This webinar answers those questions and provides the tools that federally funded organizations can use to manage this intellectual property. Learn more

Oct 23
2013

Get clear guidance about what federal grant rules apply to your human resource management and how your organization should respond with policies, procedures and practices. Learn more

Oct 21
2013

Often, the reasons behind noncompliance in a federal grant program can be traced to deficiencies in the policies and procedures that the organization uses to manage the federal funds. This webinar provides practical tips about the control features your organization should put in place to protect its federal grant portfolio. Learn more

Oct 7
2013

This webinar takes a practical look at current and proposed guidance on subawarding federal grant funds and charts a clear path for pass-through entities. Learn more

Sep 26
2013

This webinar will help you successfully overcome the compliance challenges of requirements for matching, cost sharing and similar limitations in federal grants. Learn more

Sep 24
2013

Find out how to conduct an effective compliance risk assessment so you can detect vulnerabilities and address them before they become compliance problems. Learn more

Sep 10
2013

Timely and proper closeouts are a key measure of grants management effectiveness, regardless of the source of the federal money. This webinar reviews the award closeout process by analyzing what the federal rules actually require and identifying best practices for all parties. Learn more

Aug 15
2013

A well-designed system for generating records, retaining them, disclosing them (when appropriate) and disposing of them when they are no longer needed is an essential element of good grants management. This webinar will provide a comprehensive and practical examination of these critical activities. Learn more

Aug 1
2013

Part of the problem with federal grant auditors is that they speak a language that most “regular” people can have trouble understanding. This webinar will help you get a handle on the key auditing standards, objectives and procedures that are essential in getting your organization audit-ready — and help you forge a more effective partnership with your finance office. Learn more

Jul 24
2013

Understanding the standard features of OMB’s Compliance Supplement for Circular A-133 Audits— and how they make it a guide to effective federal grants management — is its real value to recipients and subrecipients. This information-packed webinar will help you gain that understanding to make your organization more “audit ready.” Learn more

Jul 17
2013

Learn about properly charging: travel costs; meeting expenses, including meals and incidentals; professional activity costs; training and education charges; membership fees; employee morale, health and welfare costs; and participant support stipends and subsistence. Learn more

Jun 18
2013

This webinar on how to manage and improve the delicate relationship with your funding agency offers a targeted look at some key federal regulations that are intended to preserve recipient and subrecipient prerogatives — and provide experienced-based advice about how to use those rules effectively to achieve the kind of project that the federal government intended when it made the initial grant. Learn more

May 29
2013

Approaching audit procurement systematically is the best way to ensure a balanced independent audit that will meet required standards. No matter what stage of the audit procurement process you are in or whether it’ll be a while before you will re-enter the marketplace, this webinar provides the tools for making one of your most important federal grant purchases. Learn more

May 16
2013

As a result of the federal budget sequester, federal agencies will have fewer dollars for future awards, translating into a much more competitive grant application process going forward. This webinar details what federal agencies will be looking for in applications — both in the near-term and long-range — and provides practical tips for how to present the best grants management face during the application review process. Learn more

May 9
2013

Knowing both the existing federal indirect cost recovery policies and practices, and the outline of possible changes in OMB’s comprehensive grant reform proposal, is important to effectively position your organization going forward. This webinar details the current and future challenges that federal grant recipients and subrecipients face when it comes to recovering indirect costs. Learn more

Apr 18
2013

Regardless of how OMB’s proposed federal grant management policy changes play out, subrecipient monitoring is going to continue to represent a challenge that requires balancing risk, multiple techniques of differing effectiveness, and available resources. This webinar is offered to help meet that current challenge and what are likely to be the future ones. Learn more

Apr 9
2013

Documenting time and effort on federal grant awards has been a source of confusion, disagreement and controversy for decades. This webinar drills down on current time and effort reporting policies — and OMB’s recently proposed revisions to the policies — and then analyzes how the proposed standards will impact your organization and its current practices. Learn more

Mar 27
2013

This webinar has been crafted to help you conduct a structured review of your federal grants management policies by laying out what topics the federal government expects you to cover and how it makes sense for you to do so. It also will highlight ways that your organization can respond to assure proper design and operation while maintaining needed flexibility. Learn more

Mar 19
2013

The skills needed in formulating a grant budget are a combination of financial acumen, effective wordsmithing, and knowledge of key federal grant concepts and requirements. This webinar will help you hone your skills to construct a budget that is of sufficient size and flexibility to get the job done. Learn more

Feb 19
2013

This webinar presents, in laymen’s terms, the essentials of Circular A-133. This briefing will help you understand the key federal requirements so you can help your organization be A-133 audit ready. Learn more

Feb 14
2013

There are few topics affecting federal grants that involve more judgment than cost reasonableness. This session explores the concept of “cost reasonableness” as a key to good federal grants management. Learn more

Jan 29
2013

There are numerous federal programs where commercial organizations are eligible to apply for and receive grants or subgrants, but the procedures for making these types of awards differ from those that are more familiar to the government, higher education and nonprofit sectors. Learn how these awards are handled. Learn more