Grants Management

Federal Grants Update and OMB Super Circular Training in San Antonio

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December 13 and 14, 2018
Hilton Palacio del Rio (on the River Walk)
San Antonio, Texas
Once-a-Year Federal Grants Training Opportunity!

Stay up-to-date with critical developments affecting Federal grants management, including changes related to the Uniform Grants Guidance (a.k.a. the “OMB Super Circular”), by attending the annual Federal Grants Management Update and Super Circular Training in San Antonio, Texas, on December 13-14, 2018.

When you attend this year’s Federal Grants Management Update and Super Circular Training, you will learn how to better manage your grants under the Office of Management and Budget’s Uniform Grants Guidance (more commonly known as the “OMB Super Circular”), while staying up-to-date on the latest regulatory, legal, accounting, and policy developments affecting grants management.  Held since 2015, the annual Federal Grants Update provides up-to-date information about Federal grants management requirements for all types of grant recipients and subrecipients (whether nonprofits, institutions of higher education, hospitals, tribal entities, or unites of government) throughout the United States.  This year’s update will feature a procurement deep dive in addition to explanations of the latest legal, fiscal, and policy developments, including recent changes to the Super Circular’s requirements.  Help ensure that your organization stays up-to-date and in compliance with Federal grants rules by making your plans today to join your fellow grants management professionals for the Federal Grants Update 2018 in San Antonio on December 13 and 14. 

The Federal Grants Management Training and Super Circular Update will discuss recent developments for both new and experienced grants professionals as well as explaining major requirements under the Super Circular for those new to grants management and for those simply wanting a refresher.  The special procurement standards deep dive that will conclude this year’s update is just one of the many topics that will be covered over the conference’s two full days.  During the Federal Grants Update 2018, you will learn about important grants management issues and changes, including the following:

  • Current developments in grants management under the Uniform Grants Guidance (a.k.a. the Super Circular);
  • Major requirements under the OMB Super Circular’s administrative rules, cost principles, and audit standards;
  • Procurement standards and best practices under the Uniform Grants Guidance, including recent changes to the procurement rules;
  • Methods of procurement under the Uniform Grants Guidance, their significant features (and differences), and when to use them;
  • Fiscal management standards and related financial management issues for grant recipients and subrecipients;
  • Common allowability issues under the cost principles;
  • Management and disposition of property acquired or improved with grant funds;
  • Employee welfare costs (including the elimination of “employee morale”);
  • Effects of tax reform on grant-funded organizations;
  • Fiscal management issues for non-financial personnel;
  • Strategies to diversify funding streams;
  • Engaging the governing body in financially successful fundraising activities;
  • Impact of recent legislation, court cases, and administrative decisions, on Federal grantees and grants management;
  • Internal control requirements for grant-funded entities;
  • Recent accounting and auditing changes affecting grantees; and,
  • Answers to frequently asked questions about the OMB’s Super Circular.

In addition to learning about these critical grants management topics and more, you will also have multiple opportunities to ask our speakers your individual Super Circular and grants management questions.  Register today for this year’s edition of the Federal Grants Management Update and Super Circular Training in San Antonio, Texas, on December 13-14, 2018, to learn how to comply with current grants requirements under the Super Circular and avoid costly compliance issue.

LEARN MORE OR REGISTER NOW!  >

More Dates: Navigating the OMB Super Circular in Denver

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October 11 and 12, 2018
Denver, CO
Two-Day Uniform Grants Guidance Training

By popular demand, we have added more dates for our “Navigating the OMB Super Circular” training! Learn how to safely navigate the key administrative requirements, cost principles, and audit standards, under the Office of Management and Budget’s Uniform Grants Guidance (a.k.a. the “Super Circular”) in Denver, Colorado, on October 11-12, 2018.

Make sure that your organization is in compliance with current grants management rules by attending this special edition of “Navigating the OMB Super Circular.”  The OMB’s Uniform Grants Guidance (more commonly called the “Super Circular” or the “Omnicircular”) created a new framework for managing Federal grants and subawards.  However, the Super Circular was never intended to be static, and the Uniform Grants Guidance has undergone revisions and additions since its initial publication and continues to change.  Navigating these evolving requirements is difficult, but failure to meet the Super Circular’s standards (even unintentionally) can have serious consequences for you and your organization.  Noncompliance can result in repayment of grant funds, loss of grant funding, ineligibility for future awards, and criminal prosecution.  However, our two-day training in Denver on October 11 and 12, 2018, will help you and your organization stay on the right path and avoid the major pitfalls in managing grants and subgrants under the Uniform Grants Guidance.  During “Navigating the OMB Super Circular,” we will explore the Super Circular’s grants management requirements, discuss recent grants management developments and how they affect you, and identify potential problems and explain how you can prevent them.

By attending this special, two-day training opportunity in Denver, you will learn how to better navigate the OMB Super Circular’s complex requirements and avoid common compliance issues.  This updated training will provide detailed explanations of the Uniform Grants Guidance’s key rules for all types of grant-funded organizations, including nonprofits, colleges and universities, hospitals, tribal entities, and state and local government.  At the “Navigating the OMB Super Circular” training conference in Denver, you will learn about the following topics:

  • Changes to the OMB Super Circular and what grantees need to do to stay in compliance;
  • Recent developments in the field of grants management;
  • Administrative standards under the Uniform Grants Guidance;
  • Unified cost principles under the Super Circular and rules for charging costs to Federal grants;
  • Financial management system standards;
  • Internal control requirements;
  • Procurement and property management standards, including changes to the micro-purchase and small purchase limits;
  • Records retention and access rules;
  • Grant closeouts and later adjustments;
  • Funding source remedies and enforcement actions;
  • Differences between indirect and direct costs;
  • Special rules for allowability of certain items of cost under the revised cost principles;
  • Time and effort documentation standards;
  • Prior “written” approval requirements;
  • Single Audit Act audit requirements under Subpart F (formerly OMB Circular A-133) of the OMB Super Circular;
  • Key differences between the OMB’s Super Circular (Omnicircular) and awarding agencies’ implementing regulations for the Uniform Grants Guidance;
  • Consequences of fraud, abuse, and other violations of grants management requirements under the Super Circular;
  • Answers to frequently asked questions about the Uniform Grants Guidance; and,
  • Common compliance issues under the Uniform Grants Guidance and how to avoid them.

The “Navigating the OMB Super Circular” training will look at these issues and more to give you the up-to-date information about grants requirements that you need to manage your Federal grants and subawards more effectively, whether your organization is a direct grantee, subrecipient, or pass-through entity.  You will also have multiple opportunities during both days (October 11 and 12, 2018) of the Denver training to ask and get answers to your individual questions about the OMB’s Uniform Grants Guidance and grants management, generally.

LEARN MORE OR REGISTER NOW!  >

Eastern Grants Forum in Philadelphia

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August 16 and 17, 2018
Philadelphia, PA
Special OMB Uniform Grants Guidance and Cost Principles Training

Attend the Eastern Grants Forum 2018 in Philadelphia on August 16-17, 2018, to learn how to comply with the Uniform Grants Guidance (a.k.a. the “Super Circular”) and how to charge costs to your Federal grants and subawards the right way.

Avoid costly mistakes with your federal grants and subawards by registering today and attending the Eastern Grants Forum 2018 in Philadelphia from August 16 through 17, 2018.  The Office of Management and Budget’s Uniform Grants Guidance (better known as the “Omnicircular” or the “Super Circular”) contains complex rules that dictate how grants are managed and how grant funds can be spent.  These include administrative requirements, procurement standards, cost principles, and audit standards.  Failure to follow these key grants management rules can result in enforcement actions ranging from disallowances to termination of your grant funding and can even lead to criminal prosecution.  However, not only can the Super Circular’s requirements be difficult to understand and to implement, but the requirements also regularly change with amendments to the Uniform Grants Guidance and the passage of new legislation.  When you attend the Eastern Grants Forum 2018, though, you will learn what you need to know about the Uniform Grants Guidance’s requirements (including an expanded “Cost Principles Deep Dive”) to satisfy current grants rules and prevent problems with your grant funding.

The Eastern Grants Forum 2018 will explain in detail the Super Circular’s key provisions, including the administrative requirements and the single audit standards, to help you better manage your grant awards and subawards.  This year’s edition of the Eastern Grants Forum will also take a special, deeper look at the cost principles and procurement standards under the Uniform Grants Guidance.  Topics to be covered during the two-day grants training include:

  • Administrative requirements under the Uniform Grants Guidance;
  • Unified cost principles under the Super Circular;
  • General rules for cost allowability;
  • Meaning of reasonableness, necessity, and allocability, in relation to costs;
  • Direct and indirect cost fundamentals and negotiation of indirect cost rates;
  • Changes affecting indirect costs (including the de minimis indirect cost rate, requirements for subawards, and extension of current rates);
  • Procurement rules and the relationship to the cost principles;
  • Special rules for allowability of specific items of cost (including facilities, equipment, and capital expenditures);
  • Time and effort reporting requirements;
  • Employee welfare costs (including the transformation of “employee morale”);
  • Treatment of travel-related costs and best practices for travel policies ;
  • Allowability of training, conferences, and similar costs;
  • Prior written approval requirements;
  • Major exceptions to the cost principles;
  • Effects of recent developments in grants management;
  • Audit standards under the Uniform Grants Guidance and the Single Audit Act;
  • Combatting fraud, waste, and abuse in grant-funded programs; and,
  • Answers to frequently asked questions about grants management.

In addition to learning about these topics and more, you will also enjoy multiple question and answer sessions across both days of the conference to ask and get answers to your individual questions about the Super Circular, direct and indirect costs, and grants management generally.  Register today and make your plans to join us in Philadelphia on August 16 and 17, 2018, for this special edition of the Eastern Grants Forum, featuring a detailed “Cost Principles Deep Dive,” as well as discussions of administrative requirements, procurement rules, and audit standards.

LEARN MORE OR REGISTER NOW!  >

Southern Grants Forum 2018 in New Orleans

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July 1 6 – 18, 2018
New Orleans, Louisiana
Get Jazzed About Grants Management

Join fellow grants professionals at the New Orleans Renaissance Arts District Hotel for three days of sessions discussing the latest developments and trends in grants management at this year’s edition of the region’s premier grants management training conference.

For the first time, the Southern Grants Forum will be held in New Orleans–just in time for the Crescent City’s Tricentennial!  Southern Grants Forum 2018 has planned over twenty informative, entertaining sessions featuring engaging experts who will explore federal grants management, fiscal integrity, information technology, governance and organizational management, human resources, and programmatic issues.  This year’s conference will offer information for all types of grant-funded organizations (from nonprofits and governments to hospitals and educational institutions) regardless of whether the organization is a direct grantee, subrecipient, or pass-through.  Come to Southern Grants Forum 2018 and “Get Jazzed About Grants Management” on July 16 through 18, 2018.

Get answers to your trickiest and most pressing questions about managing grants while staying up-to-date on recent developments affecting grant-funded entities.  The three day conference will offer a mix of break-out and general sessions, including a special double session discussing “The Uniform Grants Guidance at Five.”  Among the other planned sessions for Southern Grants Forum 2018 are:

  • Indirect Costs: The Fundamentals;
  • Conquering the Uniform Cost Principles;
  • A Holistic Approach to Fraud;
  • Understanding Wage and Hour Law Requirements;
  • Recruiting and Retention Strategies;
  • Understanding Fee for Service Models;
  • Cybersecurity in 2018;
  • Understanding Construction Contracts;
  • Head Start Update;
  • Conducting Legally Sound Background Checks;
  • GAAP Update for Nonprofits;
  • GASB Update 2018;
  • Indirect Costs: A Deeper Dive;
  • The New Nonprofit Accounting Rules; and,
  • Procurement Best Practices under the Uniform Grants Guidance.

In addition, Southern Grants Forum 2018 will feature a lively “Hot Topics Panel” with half-a-dozen experts discussing the Uniform Grants Guidance, accounting, legal requirements, governance, technology, human resources, and programmatic issues, as they field audience questions.  Make your plans today to attend Southern Grants Forum 2018 in New Orleans this July.

LEARN MORE OR REGISTER NOW!  >

New Dates: Navigating the OMB Super Circular in Milwaukee

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May 1 and 2, 2018
Milwaukee, WI
Two-Day OMB Super Circular Training Conference

Join us in Milwaukee, Wisconsin, on May 1 and 2, 2018, to learn how to safely navigate the key administrative requirements, cost principles, and audit standards, under the Office of Management and Budget’s Uniform Grants Guidance (a.k.a. the “Super Circular”) and stay in compliance with grants management rules.

Making mistakes with your Federal grants can have serious consequences, ranging from suspensions and costly disallowances to lose of funding and even jail time.  Properly managing Federal grants (whether direct grants or subawards from a state or other pass-through entity) requires a deep understanding of the OMB’s Uniform Grants Guidance (better known as the “Super Circular” or “Omnicircular”).  The Uniform Grants Guidance touches all aspects of Federal grants management, but the Super Circular’s requirements continue to change with periodic amendments to the supposedly “final” rules.  Navigating this evolving framework can be a challenge, but our two-day training in Milwaukee on May 1 and 2, 2018, will help you steer the right course.  “Navigating the OMB Super Circular” will cover the Super Circular’s key requirements, discuss recent grants management developments that could affect you, and identify common compliance issues and describe how you can avoid them.

When you attend this special training, you will learn how to navigate the OMB Super Circular’s requirements, which, in turn, will allow you to better manage your grants and avoid problem areas.  The intensive “Navigating the OMB Super Circular” training, which has been updated and expanded for 2018, will explain the Uniform Grants Guidance and Federal implementing regulations in detail.  During the two-day conference in Milwaukee, you will learn about the following topics:

  • Recent changes to the OMB Uniform Grants Guidance (Super Circular);
  • Current developments affecting Federal grants management;
  • Administrative standards under the Super Circular;
  • Procurement and property management standards;
  • Fiscal management requirements;
  • Internal control standards;
  • Records retention requirements;
  • Closeouts and later adjustments;
  • Funding source remedies and enforcement actions;
  • Revised cost principles and general rules for charging costs to your Federal grants;
  • Treatment of indirect and direct costs;
  • Special rules for allowability of specific items of cost;
  • Time and effort documentation requirements for personnel costs;
  • Prior “written” approval requirements;
  • Single Audit Act (Subpart F) audit requirements under the OMB Super Circular;
  • Differences between the OMB’s version of the Super Circular (Omnicircular) and awarding agencies’ implementing regulations for the Uniform Guidance;
  • Consequences of fraud, abuse, and other violations of grants management requirements under the Super Circular;
  • Common problems under the Uniform Grants Guidance and how to avoid them; and,
  • Answers to frequently asked questions about the Super Circular (Uniform Grants Guidance) and its implementation.

These issues and more will be explored to provide you with the necessary information to successfully navigate the Super Circular’s major requirements and to update internal policies to remain compliant with current grants standards.  In addition, you will have multiple opportunities during the training in Milwaukee, Wisconsin, on May 1 and 2, 2018, to get your individual Super Circular and grants management questions answered.

LEARN MORE OR REGISTER NOW!  >