Grants Management

Western Grants Forum 2019 in Anaheim, California

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April 2 and 3, 2019
DoubleTree by Hilton Anaheim Convention Center Hotel
Anaheim, CA

Master the OMB’s Super Circular! Make sure that you are staying up-to-date with the latest grants management requirements, including the Uniform Grants Guidance (a/k/a the “OMB Super Circular”), by attending the Western Grants Forum 2019 in Anaheim, in the heart of sunny Southern California, on April 2 – 3, 2019.

This last year has been challenging for many Federal grantees and subrecipients.  Among the biggest challenges was avoiding distractions (including the government shutdown) while remaining in compliance with the requirements of the Uniform Grants Guidance (better known as the “OMB Super Circular”).  To help grant-funded organizations like yours meet these challenges, the special theme of the Western Grants Forum 2019 is “Mastering the OMB Super Circular.”  When you attend Western Grants Forum 2019 in Anaheim, you will learn about the Super Circular’s key rules and how to ensure compliance with the Uniform Grants Guidance.  This year’s agenda includes a deep dive into the procurement standards, one of the most confusing areas for grant-funded entities, and the conference will also examine the lessons learned from the government shutdown and how your organization can become “shutdown proof.”  Make plans to join us in Southern California on April 2 – 3, 2019, to learn how to master the OMB Super Circular.

Western Grants Forum 2019 will discuss the key grants management rules under the Uniform Grants Guidance (a/k/a “Super Circular”) as well as looking at recent developments and the steps that grantees can take to “shutdown proof” their programs.  By attending the conference, you can ensure that you are up-to-date with current grants requirements.  During this special two-day training on April 2 – 3, 2019, you will explore the following topics and more:

  • Effects of the recent government shutdown and the lessons to be learned;
  • Recent and possible changes under the Uniform Grants Guidance (Super Circular) and other grants management developments;
  • Top compliance challenges for grantees and subrecipients under the Uniform Grants Guidance (Super Circular);
  • Administrative requirements under the Uniform Grants Guidance;
  • Fiscal management and internal control requirements;
  • Cost principles under the Uniform Grants Guidance (Super Circular);
  • Limitations on allowability of specific items of cost;
  • Managing grant-acquired and improved property;
  • Relationship between the procurement rules and the cost principles;
  • Time and effort reporting requirements;
  • Involving board members and officers in effective fundraising;
  • How to make your organization “shutdown proof”;
  • Audit standards under the Uniform Grants Guidance;
  • Procurement standards and best practices under the Uniform Grants Guidance (Super Circular); and,
  • Answers to frequently asked grants management questions.

Not only will you receive detailed information about Federal grants management requirements and current developments when you attend Western Grants Forum 2019, you will also have multiple opportunitiesto ask and get answers to your individual questions.  Join us in Anaheim, California, on April 2 and 3, 2019, to learn how to better manage grants under the Uniform Grants Guidance (a.k.a. the “OMB Super Circular”).

LEARN MORE OR REGISTER NOW!  >

Managing Grants under the Uniform Grants Guidance in Charleston, SC

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February 26 and 27, 2019
Francis Marion Hotel
Charleston, SC

Are you putting your grant funding at risk? Learn how to manage your Federal grants in compliance with the administrative requirements, cost principles, and audit standards of the OMB’s Uniform Grants Guidance (a/k/a the “Super Circular”) during our two-day training in Charleston, South Carolina, on February 26-27, 2019.

The Office of Management and Budget’s Uniform Grants Guidance (popularly known as the “OMB Super Circular,” the “Omnicircular,” or simply the “UGG”) touches all aspects of grants management, and failure to follow its requirements can result in serious compliance problems and even loss of your grant funding.  Regardless of whether your organization is a pass-through entity, grantee, or subrecipient, you need to understand the Super Circular’s requirements and conform your organization’s practices to the Uniform Grants Guidance and funding source regulations.  This special, two-day conference will not only explain for you the grants management requirements under the Uniform Grants Guidance, but will also go beyond the basics to address recent legislative, policy, and legal developments, to help you stay up-to-date on current grants requirements.  By attending the “Managing Grants under the Uniform Grants Guidance” training in Charleston on February 26 and 27, 2019, you will learn how to comply with the Uniform Grants Guidance, better manage your grants, and avoid common problems.

During this intensive training, you will learn about the Uniform Grants Guidance’s key requirements across the entire grant life cycle, from the pre-award phase to performance to close-outs and audits, plus everything in between.  Over the course of two days, you will learn how to safely navigate the OMB Super Circular.  Just some of the topics that you will explore are:

  • Recent changes to the Uniform Grants Guidance (OMB Super Circular);
  • Major rules that you must follow under the Uniform Grants Guidance;
  • Administrative standards under the Super Circular;
  • Procurement and property management standards;
  • Fiscal management requirements;
  • Internal control standards;
  • Records retention requirements;
  • Close-outs and later adjustments;
  • Funding source remedies and enforcement actions;
  • Revised, unified cost principles under the Uniform Grants Guidance;
  • Treatment of direct and indirect costs (including the de minimis indirect cost rate);
  • Special rules applicable to specific items of cost;
  • Time and effort reporting requirements for personnel charges;
  • Prior approval requirements;
  • Single Audit Act (Subpart F) audit standards;
  • Consequences of fraud, abuse, and other violations of the Uniform Grants Guidance’s requirements;
  • Common problems under the Uniform Grants Guidance and how to avoid them; and,
  • Answers to frequently asked questions about the Uniform Grants Guidance (Super Circular) and its implementation.

The conference will discuss these topics and more to provide you with the information necessary to remain in compliance with current grants requirements.  In addition to learning how to navigate the Uniform Grants Guidance to stay in compliance with grants requirements, you will also have ample opportunities over both days of the conference to ask and get answers to your questions about the OMB Super Circular and grants management when you attend the “Managing Grants under the Uniform Grants Guidance” training in Charleston South Carolina, on February 26 and 27, 2019.

LEARN MORE OR REGISTER NOW!  >

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.

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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!  >