Customized Compliance Training

Featured Trainers|Training Details|Our Most Popular Agenda

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Featured Trainers:

Patrice Davis

Grants Works
Jack Reagan

UHY LLP
Eric Russell

Crowe Consulting
Sandra Swab

Consultant
Benjamin Sedelmeier

Capital Edge Consulting, Inc.

Your Training Includes:

Flexible agenda and sessions conducted by one expert trainer - All training engagements require a two session minimum
Pre-training consultation with expert trainer
Online access to all training presentations
CPE and GPCI CEU credits
On-site: Desktop uniform guidance copies provided to all attendees
Virtual: Searchable digital copy of the full uniform guidance
Virtual: License to recorded sessions
Virtual: Live virtual streaming platform with up to eight interactive sessions

Training Testimonials:

Excellent training and very informative, the speakers knowledge of the subject was very impressive, he kept the class engaged at all times and the breakout sessions were a plus, great training style. -Hopal E. McKenzie, Department of Emergency Management and Homeland Security

Eric was wonderful. Very knowledgeable but also able to translate that knowledge in a real and tangible way so that it could be understood on a practical level.

Popular Training Agenda:

The sessions below are simply our standard training agenda format. Our team has full capability to customize the content to a program addressing the unique needs and challenges of your organization.

Session 1: Introduction to Grants Administration and a Review of OMB’s Uniform Guidance

Learn about key definitions and the overarching principles of the uniform guidance
Review common problem areas and explore potential solutions through processes that increase effective grants administration throughout the grant lifecycle
Discuss where to find the numerous pre- and post-award requirements in the uniform guidance to ensure that you are managing your proposals and awards properly

Session 2: Internal Controls: Your First Line of Defense

Identify the key components of internal controls and explore the relevant requirements under the uniform guidance
Discuss the difference between preventative and detective controls
Review how real-world internal controls address specific compliance weaknesses

Session 3: How to Manage Subaward Agreements and Monitor Subrecipients

Identify similarities and differences between a subaward or assistance agreements and acquisitions or contract agreements
Explore how to select the appropriate award instrument (i.e., contract vs. subaward)
Learn to establish a monitoring plan and conduct site visits to improve subrecipient or contractor performance and increase accountability
Understand the requirements of the uniform guidance as they pertain to effectively defining and managing external relationships

Session 4: Procurement Best Practices Under the Uniform Guidance

Learn how to align your procurement practices with the uniform guidance and understand the new procurement provisions (§200.317-.327)
Explore how to meet key challenges relating to hiring staff named in proposals, free and open competition, conflict of interest, sole source, cost principles and contract type
Identify what to include in a procurement policy

Session 5: Indirect Cost Recovery Strategies

Learn about different indirect cost recovery strategies
Recognize changes to indirect costs
Review considerations to obtain a rate
Identify key requirements for cost allocation plans

Session 6: Policies and Procedures: Making the Uniform Guidance Work, at Work

Learn uniform guidance requirements pertaining to grantee policies and procedures
Identify and prioritize organizational policies and procedures that most likely will need to be created or modified to ensure compliance
Improve proficiency when writing organizational policy and procedures to ensure they align with grant regulations
Learn the qualities of a well-written policy or procedure

Session 7: The Ins and Outs of Program Performance

Review tools for making and reporting substantial progress
Discover how to assess your risk of not making substantial progress
Learn monitoring and reporting practices that help you ensure compliance with your stated objectives
Understand your obligations to monitor and report performance (§200.329)

Session 8: Time and Effort Reporting

Understand what methods are acceptable for maintaining time and effort documentation
Review best practices for developing a system for reporting time and effort
Discuss which audit procedures to anticipate
And more! We are able to accommodate requests for specific session topics.