A Guide to OMB Grant Reform 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

Apr 23
2015

This webinar will help make sure that you have an OMB-compliant system of “standards for documentation of personnel expenses,” by translating new policy language in the uniform grants management guidance and providing practical advice about how to respond to it. Learn more

May 7
2015

This webinar will sort out OMB’s new policies for how indirect (facility and administrative) costs can be recovered, and show you how to integrate them into your organization’s recovery methods and strategy. Learn more

May 13
2015

OMB’s recent “uniform guidance” made important changes to many of the administrative, cost allowability and audit policies affecting all recipients and subrecipients. This webinar will provide a basic understanding of federal grants management, and highlight key policy areas that anyone in an organization who touches a federal grant needs to know. Learn more

Webinar Archives

Apr 2
2015

This webinar will help you gain the knowledge necessary to manage the non-federal share of resources needed to carry out a grant program or project, and update you on the relevant policy changes in OMB’s new uniform guidance. Learn more

Mar 17
2015

This webinar will help you understand new requirements about utilization, management, reporting and disposal of the assets you acquire to implement federally funded projects. Learn more

Mar 10
2015

Federal grant recipients and subrecipients have learned that having findings in a federal award audit is a little like having the flu — the adverse effects are noticeable and can be costly. That’s why treating audit findings through prevention and mitigation has always made good sense. Now that the major federal grant reform initiative has concluded, there is yet another significant reason for applying strong medicine. Learn more

Feb 26
2015

OMB has adopted reform policies that better direct the subaward process, but details remain fuzzy. This webinar will flesh out the specifics of “flow-through” and help sort through the confusion on how a pass-through entity should proceed — and what a “lower tier” entity should expect — going forward. Learn more

Feb 24
2015

The cost principles in OMB’s uniform guidance are the key tool for budgeting, administration and settlement of awards. This webinar will provide an understanding of changes to these cost principles, for everyone in your organization who touches a federal grant, cooperative agreement or subaward. Learn more

Jan 22
2015

This webinar will help you understand the new Single Audit Act implementing policies in OMB’s Uniform Administrative Requirements, Cost Principles and Audit Requirements — and how to smoothly transition into them. Learn more

Jan 15
2015

After nearly three years of collaborative effort to overhaul the federal grants management landscape, agencies have issued their implementing regulations. This webinar will provide you with an up-to-date snapshot of the fallout from this “regulatory deluge.” Learn more

Dec 17
2014

This webinar will help you understand OMB’s new guidance on time and effort reporting, so your organization can create a disciplined system that will survive scrutiny. Learn more

Dec 8
2014

This webinar will help pass-through entities navigate through OMB’s new guidance on making distinctions between “subrecipients” and “contractors.” 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

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

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

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 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 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