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Engaging Professional Services on Your Federal Grant - A Special Procurement Challenge

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Webinar Details

Subject: Grants Management

Be Careful When Engaging Professional Services for Your Federal Grant

Among the most necessary and common transactions associated with your federal grant are those in which you engage firms or individuals to deliver professional services. The types of services that you need to procure can run the gamut — auditing, accounting, legal, architecture and engineering to name a few. There also may be other consulting specialties specifically identified in the design of your project or program.

You need to get the right fit when arranging for these services, balancing factors like experience, availability and price. The federal government has taken a special interest in these types of procurements in its recently issued “super circular” or uniform guidance governing grants and cooperative agreements. In part, that’s because it has uncovered enough “sweetheart” deals and other shenanigans to think that bad procurement behavior is legion when it comes to professional services. So you can expect that these transactions will continue to garner plenty of attention going forward.

This webinar is designed to help you deal effectively with that scrutiny and also to get what you pay for. You’ll get answers to these — and related — questions:

  • What types of procurement methods does the federal government expect you to use?
  • How does the government define conflict of interest and gratuity violations?
  • What factors other than price should be included in solicitations for professional services?
  • What are the requirements for retainers?
  • What special new rules have been introduced for procurement of your Single Audit?
  • What is the Brooks Bill, and how does it affect procurement of architect and engineering services?
  • Which types of legal services are considered to be allowable costs — and which ones aren’t?
  • What has the government said about services involving scientific research?
  • How can you legitimately justify and document sole source procurements?

This thorough session will be presented by Bob Lloyd, principal of Federal Fund Management Advisor, and an authority on federal grants management rules who has been engaged in hundreds of professional services contracts with grant recipients and subrecipients.

Level: Basic
Prerequisites: Some knowledge of federal grant management and audit requirements is helpful
Advanced preparation: None

Hand-out Materials

Attendees will receive presentation slides as well as access to background documents.

Course Instructor

BOB LLOYD is a respected authority on policies and practices affecting the award, administration and oversight of federal grants, contracts and subawards. Mr. Lloyd has more than 40 years of experience in federal award implementation. Prior to starting his management consulting practice in Washington, D.C., in 1982, he served as the executive director of the Grants Management Advisory Service and held staff positions in two large federally funded organizations. Since then, he has been a consultant, trainer or advisor to award and audit units in 16 federal award-making departments and agencies, and to recipient and subrecipient organizations and their professional advisors located in all 50 states, the District of Columbia, several U.S. territories and 18 foreign countries. He is the principal author of A Practical Guide to Federal Grants Management — From Solicitation Through Audit and several other reference works on federal grants management and audits, and currently serves as contributing editor to Federal Grants News, published by Atlantic Information Services. He also is a Charter Life Member of the National Grants Management Association and served on its Board of Directors for five years.

Who Should Attend?

  • Grant and contract managers
  • Sponsored projects administrators
  • Federal program managers
  • Executives
  • Finance directors
  • Purchasing agents
  • Principal investigators
  • Internal auditors

Allowable Charges

The costs of webinars sponsored by Federal Fund Management Advisor™ are allowable charges to your federal grants and subgrants. The cost principles issued by OMB under its uniform guidance (and applicable to all types of awardees) state, “The cost of training and education for employee development is allowable” (2 CFR 200.472).

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