ONSITE GRANTS COMPLIANCE TRAINING

CONTACT US TODAY TO CONFIGURE TRAINING FOR YOUR TEAM

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Fill in your information below or connect directly with Julie Rachlin at 202.739.9500 or jrachlin@thompson.com.


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Sample Sessions

Thompson Grants’ onsite training includes eight, 90-minute training sessions spaced over two days. Each session allows for expert instruction, interactive group exercises and Q&A. CPE and GPCI continuing education credits are available upon request. The following sessions are only what makes up our standard training agenda. We have the capability to fully customize a program that addresses the unique needs and challenges of your organization.


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

  • Learn how to align your procurement practices with the uniform guidance and understand the new procurement provisions (§200.317-.326)
  • 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: Procurement System Best Practices

  • Discuss best practices for procurement systems
  • Review common pitfalls organizations may run into and how to avoid them
  • Learn how to conduct cost or price analysis

Session 6: Policy 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: Audit and Fraud, Waste and Abuse

  • Review basic principles of internal controls and the key requirements in the uniform guidance
  • Explore common issues that impact accountability and how to prepare for a grants audit
  • Help your subrecipients understand both sides of the audit process
  • Improve accountability by recognizing and addressing fraud, waste and abuse

Session 8: Time and Effort Reporting

  • Understand the difference between Payroll Certification in the uniform guidance, and Time and Effort documentation requirements in superseded OMB circulars
  • Review best practices for developing a system for reporting time and effort
  • Discuss which audit procedures to anticipate

You may be able to charge the cost of your training to your federal grant(s).

For state agencies and other nonfederal entities, under the cost principles of the uniform guidance, there are allowable items of cost for memberships, subscriptions and activity costs (§200.454b) as well as for webinars and onsite training (§200.472). Please check with your program director, finance officer or granting agency to ensure there is no restriction in the approved grant budget or the award documents. For federal agencies, there may be a special spending authority for the 1102 or 1109 position series that may apply, or an appropriation that would cover the costs of the onsite training.