Thompson Grants a division of CBIS

Procurement Under the Uniform Guidance

Webinar • Tuesday, February 20, 2018 • 1:00-2:30 p.m. ET


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Webinar Details

Subject: Grants Development & Management

Prerequisites: None

Recommended Field of Study: Specialized Knowledge and Applications

Program Knowledge Level: Basic

Advanced Preparation: None

Credit Information

CPE Credits Columbia Books & Information Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.

GPCI Credits Columbia Books & Information Services, including its subsidiaries Thompson Information Services and Federal Fund Management, are registered with the Grant Professionals Certification Institute (GPCI) as an accepted continuing education provider of continuing education credits (CEU). Issuers of national credentials have final authority on the acceptance of individual courses for CEU credit.

Under the Uniform Guidance, procurement rules have become so challenging that OMB gave non-federal entities three years to get policies, practices and documentation into compliance. That grace period expires this October.

Before then, you need to rethink how you hire staff named in proposals. You must recognize new conflicts of interest, and handle new options and requirements with cost principles, shared services and cost-allocation plans.

In fact, there is so much ground to cover, taking the right steps now can make all the difference in avoiding cost disallowances and audit findings a few months down the road. Here is where to start.

Register now for Procurement Under the Uniform Guidance.

In this 90-minute webinar, Karen Norris—a nationally recognized authority on grants and the Uniform Guidance—clears the confusion over how to comply with new procurement rules. You will learn what steps to take from hiring staff to addressing conflicts of interest, and what options you have in areas such as shared services and cost allocation plans.

Do not risk last-minute compliance.

Reserve your space now to align your procurement practices with the Uniform Guidance, including: 

  • What is in the new procurement provisions (§200.317-.326)
  • 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
  • Procurement options for shared services and cost-allocation plans
  • How to select the appropriate award instrument (i.e., contract or sub-award)
  • Tips to include in a procurement policy

Don’t miss this opportunity to avoid last-minute compliance mistakes that can lead to devastating cost disallowances and audit findings.

Register now for Procurement Under the Uniform Guidance.

This webinar is of value to any nonfederal entity receiving and spending federal funds.

Attendees who will benefit most include:

  • Grant managers
  • Project directors
  • Procurement offices
  • Accounting and finance offices
  • Compliance offices
  • Auditors


Karen Norris

Karen Norris is nationally recognized in the grants community as a consultant and Subject Matter Expert (SME) for k4rnoco - a K4ren Norris Company in Gaithersburg, MD. She has experience in grants and contracts for more than 20 years, previously as a grants administrator for educational institutions in the State of Maryland and as an author and managing editor for national grants publications. Norris has served on the Board of Directors of professional associations and editorial advisory boards. She is an invited annual presenter at national conferences and training events, including the Grant Professionals Association, National Grants Management Association, the American Institute of CPAs (AICPA), Management Concepts, Maryland Governor's Grants Office, Thompson Information Services/Columbia Books, and the former Council for Resource Development (now CASE), among others.

Norris conducts webinars, virtual classes, eLearning, and onsite grants training at national grants forums and for federal, state, local and territorial governments and other nonfederal entities. The White House Conference on Aging published her white paper about health grants. Norris has advised and responded to information requests about the grants process for the U.S. Senate Subcommittee on Federal Financial Management. Norris has served as a federal reviewer for the U.S. Department of Education and the U.S. Department of Agriculture.

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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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  • 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
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