Quick Immersion — Grants Management Fundamentals for Program Personnel

Webinar • Tuesday, January 28, 2020 • 2:00-4:00 p.m. ET

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$249.00 Quick Immersion — Grants Management Fundamentals for Program Personnel (01.28.20) (On-Demand Recording)

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$249.00 Quick Immersion — Grants Management Fundamentals for Program Personnel (01.28.20) (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

Not everyone in a federally funded organization needs to be an expert on the detailed grants management policies. These policies are contained in the hefty document issued by the Office of Management and Budget that many people call the “Super Circular.” But because staff members with differing job responsibilities have roles to play in making sure that federal awards are performed properly, there are some key things about these policies that everyone needs to know and understand.

Too often, staff with program responsibilities take steps involving the federal grants they work on that put their organization at risk. And that’s because no one took the time to explain some key policy fundamentals to them. A little bit of preventative training could have helped them avoid being “dangerous.”

What is needed is a “quick immersion” in grants fundamentals. And that’s what this webinar will provide. Presented in laymen’s terms, the session will highlight the key policies from the “Super Circular” that program personnel need to grasp and follow, including the following:

  • Required documentation for personnel expenses (time and effort reporting).
  • Key steps to take when purchasing goods and services with grant funds.
  • How to “partner” with subrecipients — and then monitor them properly.
  • Rules for taking care of equipment and supplies acquired under a federal award.
  • Why the question “Can we charge this to our grant?” is still so often answered “It depends.”
  • The long list of required grant reports, and the consequences for doing them late or wrong.
  • Why the people in the finance department who sign required reports act like they do.
  • What auditors are looking for, and how to help send them away satisfied.
  • How effective (or ineffective) grants management is sure to impact your future federal funding.

Bob Lloyd, principal of Federal Fund Management Advisor™, will conduct this important session.


  • Project directors
  • Program managers
  • Principal research investigators
  • Anyone in your organization who touches a federal grant

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 2.0 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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