Here’s a piece of advice that should govern all the relationships that arise when you’re managing a federal grant or subgrant: “Find out who you’re dealing with!”
The task of checking out organizations and people that may become involved with your federal grant programs involves dealing with a patchwork of requirements and sensible best practices. Some requirements apply across the board, while others only affect a single function or federal program. The requirements may touch subrecipients, contractors, employees, program beneficiaries, volunteers or all of the above.
Because some of the policies address whether an organization or a person is even eligible to participate in the particular federally funded program, independent auditors and awarding agency monitors are told to look closely at whether those requirements are being met. In short, in some federal programs, vetting is a frontline compliance and control function.
This webinar will identify, analyze and evaluate a full range of federal vetting policies and sensible practices and where to apply them as part of your management system. You’ll hear about:
- Uniform Entity Identifier (UEI) number — Who needs one?
- Criminal background checks — Which programs require such checks … and when?
- What kind of recipient reporting is triggered by vetting?
- What does it make sense to check and how?
- Corporate registration
- Charitable organization status
- Tax compliance
- Tax-exempt status
- Withholding
- Tax payments
- Corporate registration
- Licensure
- Credit worthiness
- Insurance coverage
- Past federal award performance
- Single audit compliance
YOUR EXPERT:
Bob Lloyd
BOB LLOYD is a respected authority on policies and practices affecting the award, administration and oversight of federal grants, contracts and subawards. Mr. Lloyd has nearly 40 years of experience in federal award implementation. Prior to starting his management consulting practice in Washington, D.C., in 1982, he served as the executive director of the Grants Management Advisory Service and held staff positions in two large federally funded organizations. Since then, he has been a consultant, trainer or advisor to award and audit units in sixteen federal award-making departments and agencies, and to recipient and subrecipient organizations and their professional advisors located in all 50 states, the District of Columbia, several U.S. territories and 18 foreign countries. He is the principal author of A Guide to OMB Grant Reform and several other reference works on federal grants management and audits, and currently serves as contributing editor to Federal Grants News, published by Thompson Grants. He also is a Charter Life Member of the National Grants Management Association and served on its Board of Directors for five years. Contact Bob Lloyd at consultlloyd@aol.com or 864-235-8680.
Delivery Method: Group Live
Program Knowledge Level Policy:
The sponsor assures that the program content and program level is appropriate for the intended participants. The knowledge level of the course must be specified so that participants can determine if the program is appropriate for their development needs. Knowledge levels consist of: basic, intermediate, advanced, overview and update. All programs must clearly identify prerequisite education, experience and advanced preparation. A course knowledge level of intermediate, advanced or update inherently has an education or experience prerequisite, which should be included in the program descriptive materials. CPE Standard Reference: Standard 2 and 3.
Refund Policy:
If you are not able to attend for any reason, please notify us as soon as possible. Cancellations received 24 hours prior to the start time of the audio conference are fully refundable. After that, cancellations are subject to a $25 processing fee. If you prefer, you may substitute an upcoming audio conference for the one you originally registered for and avoid the $25 processing fee. All refunds resulting from cancellations will be issued within 72 hours.
Complaint Resolution Policy:
Participants are encouraged to submit complaints as soon as possible to ensure timely resolution. Complaints must include the participant's name, program name, date of the program, and a clear description of the issue. Complaints can be submitted through the following methods:
- Email: afaye@columbiabooks.com
- Phone: 1-800-677-3789
- Mail: Thompson Grants, a division of CBIS, 1500 Wilson Boulevard, Suite 920, Arlington, VA 22209
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