Purchasing Services With Federal Grant Funds: Best Practices

Webinar • Tuesday, January 22, 2019 • 2:00-3:30 p.m. ET

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$249.00 Purchasing Services With Federal Grant Funds: Best Practices (01.22.19) (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

For decades, the rules for federal grant-funded procurements have represented one of the biggest challenges that recipients and subrecipients face. That became even truer after the Office of Management and Budget overhauled and reissued those requirements in 2014, and then delayed their implementation for three years. The rules now are fully in effect and recipients and subrecipients should expect oversight about how they are handling their purchases.   

In what many call the “Super Circular,” OMB laid out five different acceptable purchasing methods that vary depending upon the dollar size of the transaction and what’s being bought. While the basic conditions under which each method used are discussed, the details about how to do so are sketchy. And that’s particularly true when it comes to purchasing services.

Whether the purchase is for professional services like auditing, consulting, and architectural and engineering work, or for social services, managing the process of soliciting competition and conducting source evaluation and selection is largely left to the recipient or subrecipient. Yet, awarding agencies expect that effective procedures will be implemented and that contracted services will be delivered.

In short, the feds expect you to get a good deal and to get what you pay for. This webinar will help you do this by showing you practices that align with the requirements and flesh out how you buy services with your federal grants. You’ll learn:

  • How to respond to the current federal emphasis on codes of conduct and ethical behavior
  • What the feds mean by “acquisition planning,” and how to do it in service contracting
  • What the government now says about use of the “micro-purchase” procedure
  • How the federal “simplified acquisition threshold” applies to grant-funded procurements
  • How each acceptable purchase method might lend itself to procurement of services
  • Tips for formulating statements of work and deliverables in requests for proposals (RFP)
  • Ways to assure receipt of comparable offers and to identify evaluation criteria for scoring
  • How to build justification into your contractor selection procedures
  • The terms and conditions necessary for a “sound and complete” purchase contract
  • Techniques for contractor oversight that balance risk with your available resources

Effectively purchasing services is a large part of many federal grant awards. With all of the federal policy changes that have occurred, you can expect scrutiny about how your organization has responded. Join Bob Lloyd, principal of Federal Fund Management Advisor™, for this practical session to help assure that you can pass muster.

Who Should Attend?

  • Grant and contract managers
  • Sponsored projects administrators
  • Purchasing agents
  • Finance directors
  • Federal program managers
  • Principal investigators
  • Legal counsels
  • Internal 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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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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  • Understand special issues confronting pass-through entities contracting with foreign organizations
  • Know which clauses flow down when crafting a subaward
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