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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

  • Gain an overview of federal grants.
  • Develop an understanding of the grants life cycle.
  • Review common problem areas and potential solutions through processes that increase effective grants administration throughout the grant lifecycle.

Session 2: A Hands-on Review of OMB’s Uniform Guidance

  • Learn about key definitions in uniform guidance, along with the overarching principles.
  • Review the pre-award requirements outlined in the uniform guidance and how they address merit and integrity.
  • Discuss where to find the numerous post-award requirements in the guidance to ensure that you are managing your award properly.

Session 3: The Ins and Outs of Program Performance

  • Understand the perspectives of the awarding agency and the recipient agency concerning performance goals.
  • Find out what the uniform guidance requires for performance reporting.
  • Learn about the importance of meeting desired outcomes outlined in the grant terms and conditions.

Session 4: How to Negotiate an Indirect Cost Rate Proposal and Address Costs

  • Learn the differences between the cost principles in the uniform guidance and the FAR.
  • Understand who may use the de minimis cost rate.
  • Determine how to negotiate the most appropriate indirect cost rate for your entity.
  • Understand how to determine which costs are allowable and unallowable to ensure that you comply with your award terms and conditions.

Session 5: What it Means to be Financially Responsible

  • Explore how to be efficient and effective when managing grants and grant-funded programs.
  • Learn how to encourage collaboration between fiscal officials and program officials.
  • Review questions about allowable and unallowable costs, as well as matching and in-kind costs.
  • Delve into common issues that arise when plans change, and how to best address change through the amendment process.
  • Increase awareness about the importance of the close-out process as part of effective financial oversight.

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

  • Learn uniform guidance requirements pertaining to grantee policies and procedures.
  • Identify and prioritize organizational policies and procedures that are most likely to need to be created or modified to ensure compliance.
  • Improve skills to write organizational policies and procedures that 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: Procurement Under the Uniform Guidance

  • Learn how to align your procurement practices with the uniform guidance.
  • Understand the new procurement provisions (§200.317-.326).
  • Discuss the importance of contacting financial office personnel prior to making procurements for grant programs .
  • 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.
  • Explore how to select the appropriate award instrument (i.e., contract or subaward).
  • Review tips to include in a procurement policy.

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.