How to Select Subrecipients Under OMB’s Uniform Guidance

Webinar • Tuesday, February 13, 2018 • 2:00-3:30 p.m. ET

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$249.00 How to Select Subrecipients Under OMB’s Uniform Guidance (CD Only)
Webinar Details

Subject: Post-award

Prerequisites: Some knowledge of federal grant management and audit requirements is helpful

Recommended Field of Study: Specialized Knowledge and Applications, Auditing (including Government Auditing)

Program Knowledge Level: Basic

Advanced Preparation: None

When the Office of Management and Budget rolled out its so-called “super circular” a couple of years ago, it consolidated and clarified diverse policies on subrecipient management and monitoring. Since many federal grant programs are mandated to be carried out by networks, that was a big step in the right direction.

The guidance on how to conduct risk assessment of subrecipients, how to prepare subaward agreements, and how to monitor subrecipient compliance and performance has largely been welcomed by both pass-through entities and subrecipients. However, OMB left a gap in its rules — it did not specifically address how pass-through entities should select subrecipients.

OMB requires all nonfederal entities “to establish and maintain effective internal control over federal programs.” So, with that kind of general instruction in mind, how should a pass-through entity fashion defensible procedures for selecting organizations to receive subawards of federal financial assistance? This webinar will provide practical advice for how to do just that.

We will cover:

  • How to properly differentiate between subrecipients from contractors
  • Grantee selection procedures used by federal agencies that are readily transferable to subrecipients
  • Which “super circular” procedures that apply to contractor selection might be useful in selecting subrecipients
  • The authority of federal awarding agencies to be involved in subrecipient selection
  • Correct terminology to use in the subrecipient selection process
  • How to fashion program announcements and requests for applications
  • What selection criteria and scoring methods should be used
  • The proper role of “cost” in the selection process
  • How prospective subrecipients should be directed to prepare their applications
  • How the selection process affects subaward agreements and special conditions
  • The best way to fashion your oversight for the procedures that you employ

Join Bob Lloyd, principal of Federal Fund Management Advisor™, for this timely, best practices examination.

Who Should Attend?

  • Grant and contract managers
  • Sponsored projects administrators
  • Grant project directors
  • Executives
  • Legal counsels
  • Finance directors
  • Management analysts
  • Internal auditors
  • External auditors

Hand-out Materials:

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

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).

Attend this Live Webinar and Earn up to 1.5 CPE Credits

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Get practical grants management guidance that blends age-old conventional wisdom
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Add A Practical Guide to Federal Grants Management -
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This comprehensive resource blends age-old conventional wisdom with the historic changes in OMB’s uniform guidance. You'll benefit from the advice of experts on time and effort reporting, procurement under grants, direct charging certain costs, single audit preparations, subrecipient monitoring and much more. The 500+ page softbound book is a valuable management guide, compliance document and training tool for busy grants managers, program directors, financial officers and auditors at nonprofit organizations, educational institutions, and state and local governments.

This valuable resource will help you and your grants management team:

  • Understand the differences between direct and indirect costs
  • Make the subrecipient vs. contractor determination
  • Realize the full impact of OMB’s emphasis on internal controls
  • Understand which familiar elements of time and effort reporting have been retained in the uniform guidance ... and which are new
  • Know the nuances of requirements for subrecipient assessment and monitoring
  • Understand contract clauses in agreements for procurement under grants
  • Apply the general tests of allowability
  • Understand special issues confronting pass-through entities contracting with foreign organizations
  • Know which clauses flow down when crafting a subaward
  • Understand what is meant by a 10% de minimis indirect cost rate
  • Audit the vulnerabilities in your grants management operation
  • Understand what is meant by audit "resolution"
    ...and much more

A Practical Guide to Federal Grants Management is the best insurance policy there is for limiting your organization’s risk of disallowed costs, loss of federal funding and public relations nightmares. Add it to your order today!

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