Federal Grant Documentation 101

Webinar • Thursday, April 16, 2020 • 2:00-3:30 p.m. ET

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$249.00 Federal Grant Documentation 101 (04.16.20) (On-Demand Recording)

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$249.00 Federal Grant Documentation 101 (04.16.20) (CD Only)
Webinar Details

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

Recommended Field of Study: Specialized Knowledge and Applications

Program Knowledge Level: Basic

Advanced Preparation: None

“If it isn’t documented, it didn’t happen.” So say many independent auditors who examine federal grant transactions and are known to question costs incurred by recipients and subrecipients as a result.

Far and away the most common reason that federal grant costs are questioned is that auditors conclude that the charges were not supported by adequate documentation. The problem is that adequacy, like beauty, is in the eye of the beholder. That leaves the auditors with considerable latitude.

There are very few specifics in federal grant requirements and cost principles about what documentation should actually look like. Recipients and subrecipients are left to their own devices to design internal policies and documentation requirements for grant transactions and then to enforce them. And, if costs are questioned and recommended for disallowance, the process of trying to reconstruct what actually occurred can be lengthy and may not result in a positive outcome.

This webinar will review what the federal rules — embodied in OMB’s uniform guidance or “super circular” — actually require and present some tried-and-true best practices. You’ll get help documenting charges like:

  • Personnel salaries and wages, and time and effort reporting
  • Fringe benefits
  • Travel
  • Equipment
  • Supplies
  • Professional services
  • Space occupancy
  • Training, conferences and meetings
  • Indirect costs
  • … and more

Join Bob Lloyd, principal of Federal Fund Management Advisor™, who will provide you with the means to analyze, evaluate and make any necessary changes to your organization’s approach toward grant documentation.


  • Grant and contract managers
  • Sponsored projects administrators
  • Program managers
  • Principal investigators
  • Finance directors
  • Accounting staff
  • 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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Finally! A practical guide to grants management.

Get practical grants management guidance that blends age-old conventional wisdom
with the historic changes in OMB’s uniform guidance:
Add A Practical Guide to Federal Grants Management -
From Solicitation Through Audit, 2nd Edition
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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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