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Conducting Procurement System Self-Assessment

Webinar • Wednesday, October 29, 2025 • 2:00-3:30 p.m. EDT

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Webinar Details

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

Recommended Field of Study: Accounting

Program Knowledge Level: Basic

Advanced Preparation: None

Credit Information

CPE Credits Columbia Books & Information Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

State boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


The federal government has been unpacking something called “differential accountability” for grant recipients and subrecipients. Simply put, if an organization can show that its management of federal awards meets high standards, it is rewarded with greater administrative flexibility.

This approach started with the single audit policy (2 CFR 200.520) that established the concept of a “low risk auditee.” More recently, another section OMB’s Uniform Guidance (2 CFR 200.320(a)) promises that, if an organization conducts a self-assessment of its procurement system with solid results, it is permitted to upwardly adjust the threshold it uses for non-competitive micro-purchases. The normal threshold has been $10,000 per transaction but a successful organization could raise the threshold as high as $50,000.

However, the federal policies leave open the details about how to conduct a review that will pass muster. This webinar fills that gap and prepares you to demonstrate that you’ve conducted a fair and reliable process. Here’s what we’ll cover:

  • Assessment resources
    • OMB’s Single Audit Compliance Supplement
    • GAO’s Template for Reviewing Local Procurement Systems
    • ABA’s Model Procurement Code for State and Local Governments
  • Reviewing your policies
    • Code of conduct
    • Acquisition planning
      • Market research
      • Geographic preference
    • Solicitation
    • Competition
    • Source evaluation
    • Source selection
    • Contract award
    • Contract administration
    • Procurement records
  • Documenting your process
  • Grading the self-assessment

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 1.8 CPE Credits

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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.

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  • 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
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