Orientation to Federal Grants Administration — A Quick Immersion for Program Personnel

May 8, 2012 Webinar - Listen On-Demand or Get a CD!

The On-Demand recording will be available immediately upon purchase* as a link within a PDF file of the accompanying written materials. CDs and printed materials are shipped via USPS.

Get an overview of what program staff need to know about federal grants administration

While most responsible recipient organizations have a cadre of administrative and finance people whose job descriptions include having detailed knowledge of federal grants management requirements, program staff don’t need the same level of understanding or perspective. On the other hand, they do need to know enough to avoid being “dangerous.” That’s where this webinar comes in: It is designed to help program personnel quickly grasp the basics of federal grant management policy and practice to enable them to avoid trouble.

Relying on nearly 40 years of experience dealing with federal fund management and oversight, Bob Lloyd takes participants through key elements of the applicable federal requirements that program staff are most likely to run into and that can create the most common pitfalls. He does so in a fast-paced manner that avoids the technical jargon and managerial hocus-pocus that often leads these staff members to tune out. And he demonstrates why training like this is often viewed by federal officials as an essential feature of an effective federal grants compliance program.

Participants will learn about:

• The types of federal awards and why that’s important
• Steps in the federal award process (and specifically what they mean for program personnel)
• Where the federal requirements come from
• The importance and content of grant and subgrant agreements
• The effect of commitments to match or cost share
• Managing programmatic and budgetary changes and obtaining prior approval
• Key concepts about documentation including time and effort reporting
• Financial and performance reporting expectations
• The role of monitoring and auditing in oversight
• Federal requirements that make business office people act like they do

This session is a timely and cost-effective opportunity to train your program staff on key pieces of information that they need to know in the current highly charged federal fund accountability atmosphere.

Level: Beginner
Prerequisites: Some knowledge of federal grant management and audit requirements is helpful but not necessary
Advanced preparation: None

Hand-out Materials

Attendees will receive presentation slides as well as 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 nearly 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 sixteen 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 several reference works on federal grants management and audits, and currently serves as contributing editor to Federal Grants News and Federal Auditing News, published jointly by Atlantic Information Services, NACUBO and NCURA. 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?

• Program Managers
• Principal Investigators
• Sponsored Programs Administrators
• Grant and Subgrant Managers
• Finance Managers

Shipping Information

CDs (and accompanying written materials) are shipped via UPS. Please give us your street address when you order (UPS does not deliver to PO boxes). You should receive your order within two weeks.* Shipping and handling cost is $12.

The On-Demand Recording will be delivered as a link within a PDF file of the accompanying written materials. Shipping will NOT be charged for this item.

• If you order the On-Demand Recording before the conference date (by itself or in combination with the live Webinar), you will be sent an e-mail with the PDF file attached once the recording is available.*
• After the On-Demand Recording is available*, if you order on this website through our secure shopping cart, you will receive an e-mail, immediately after submitting your order, with a link directing you to download the PDF file. If you order through our customer service department (by phone, mail, fax or e-mail), you will be sent an e-mail with the PDF file attached.

Rush Orders: Please call us at 800-521-4323 to place a rush order.* We will overnight your order for an additional charge of $30, or you can give us your FedEx or UPS account number and we will charge the shipping to your account. Rush orders placed after 3:00pm EST will not be shipped out until the next business day.

*On-Demand recordings will be available within a week of the conference and CDs will be available within two weeks.

For more information regarding refunds, complaints, and/or program cancellations, please contact AIS’s Customer Service team.