Presented by: Jennifer Carrougher, Director of Federal Fiscal Policy Toni Bernethy, Director of Audit Resolution Annual Conference, Spokane WA

Size: px
Start display at page:

Download "Presented by: Jennifer Carrougher, Director of Federal Fiscal Policy Toni Bernethy, Director of Audit Resolution Annual Conference, Spokane WA"

Transcription

1 Presented by: Jennifer Carrougher, Director of Federal Fiscal Policy Toni Bernethy, Director of Audit Resolution 2017 Annual Conference, Spokane WA

2 Agenda Federal Budget/ESSA Procurement/Suspension & Debarment Time and Effort

3 Federal Budget Update

4 Federal Budget Update Budget Deal for FFY17 (school year ) Title II, A $294M cut (from $2.4B to $2.1B) Title IV, A Funded at $400M ($1.65B authorized in ESSA) Preliminary Allocations? Census Data Washington State Decreased 4% President s Skinny Budget Blueprint for FFY18 Title I, A Reservation of 7% for School Improvement Activities

5 Federal Budget Update Title II, A Formula Change ESSA made adjustments to formula to increase focus on poverty State-level allocation: Transitions to 20% population, 80% poverty by 2020 Phases out hold-harmless by 2023 District-level allocation: Also 20% population, 80% poverty Eliminates hold harmless immediately - no transition period

6 ESSA Update Grants Eliminated School Improvement Grants Improving Literacy through School Libraries Close up Fellowships School Dropout Prevention Ed-Tech Reading First, Early Reading First Even Start Advanced Placement Math and Science Partnerships Safe and Drug Free Schools Several eliminated program activities are now allowable uses of funds under other grants, such as a new block grant under Title IV, A and reservation of funds from Title I, A.

7 ESSA Update Title IV, Part A NEW BLOCK GRANT Districts receive an amount based on their statewide relative share of Title I, Part A allocation (for FFY17 authority for states to issue competitively) May spend up to 2% on administration (Direct) Minimum grant of $10,000 Must prioritize funding to schools with greatest need, highest poverty levels

8 ESSA Update Title IV, Part A NEW BLOCK GRANT LEAs receiving $30,000 or more must spend: At least 20% of funds on at least one well-rounded educational opportunities activity At least 20% on at least one safe and healthy students activity Some portion of funds to support effective use of technology (no more than 15% on technology infrastructure)

9 ESSA Update Title IV, Part A NEW BLOCK GRANT Well-rounded educational opportunities activities include (Sec. 4107): Career and college counseling/guidance Arts and music programs that promote problem solving and conflict resolution STEM programming and activities Accelerated learning History, civics, economics, geography, foreign language, and environmental education Community involvement

10 ESSA Update Title IV, Part A NEW BLOCK GRANT Safe and Healthy Students activities include (Sec. 4108): Drug and violence prevention School-based mental health services Health and safety practices in school/athletics Physical/nutrition education Bullying and harassment prevention relationship-building schools Dropout prevention and re-entry Training for school personnel in drug, violence, trafficking, and trauma

11 ESSA Update Title IV, Part A NEW BLOCK GRANT Effective use of technology may include (Sec. 4109): Professional learning tools, technology, devices, and content for adaptive learning programs Building technological capacity Developing strategies for use of digital learning technologies Blended learning projects Professional development Remote access for students in rural/remote/ underserved areas

12 ESSA Update NEW: Supplement, not Supplant for Title I, A Instead of looking at individual costs, compliance will be tested by looking at the methodology the LEA uses to allocate state and local money to each Title I school (same as currently done for schoolwide buildings). School must receive all state and local money it would have received if not a Title I school 3 presumptions of supplanting eliminated Not required to identify that any individual cost or service supported with Title I, Part A funds is supplemental

13 Procurement using Federal Funds Non-compliance with procurement requirements is the most common finding reported in recent single audits.

14 Procurement General Standards for Federal Purchases Use own written procurement procedures that comply with most restrictive of local, state and federal requirements. Open competition (to the extent required by each method) Maintain oversight to ensure contractor compliance. Maintain written standards of conduct covering, conflicts of interest real and or perceived for staff engaged in the selection, awarding or the administration of a contract. Document rationale for procurement method, contractor selection, etc.

15 Procurement Thresholds Federal vs State Federal - Uniform Grant Guidance 2 CFR Micro-purchase threshold = $3,500 (no quotes but must be reasonable price and to extent practicable distribute equitably) State Law School Districts RCW 28A (excludes books and WA grown food) Simplified acquisition threshold = $150,000 Small purchase procedures $3,500 - $150,000 (quotes from adequate number of sources) Formal competition More than $150,000 Small purchase procedures $40,000 - $75,000 (quotes from at least 3 sources) Formal competition Purchases: more than $75,000 Public works: $100,000 or more Public works small works roster $300,000 or less 15

16 Procurement Must follow most restrictive requirements when using federal funds Procurement Method Goods (includes textbooks) Services Micro-Purchase No required quotes. However, must consider price as reasonable, and, to the extent practical, distribute equitably among suppliers. $3,500 or less Must use more restrictive $3,500 federal threshold instead of $40,000 state threshold $3,500 or less Small Purchase Procedures (Informal) Obtain/document quotes from a reasonable number of qualified sources (at least three per RCW 28A ). $3,500 - $75,000 Must use more restrictive $75,000 state threshold instead of $150,000 federal threshold $3,500 - $150,000 Sealed Bids / Competitive Bids (Formal) More than $75,000 More than $150,000 Must use more restrictive $75,000 state threshold instead of $150,000 federal threshold Non-competitive proposals Appropriate only when: - Available only from a single source (sole source) - Public emergency - Expressly authorized by awarding or pass-through agency in response to written request from district - After soliciting a number of sources, competition is deemed inadequate 16

17 Procurement Contract Cost and Price Analysis If procurement exceeds the $150,000 Simplified Acquisition Threshold, a cost or price analysis is required. The method and degree of analysis depends on the facts surrounding the particular procurement. As a starting point, an independent estimate must be made before receiving of any bids or proposals.

18 Procurement - Competition Examples of Restricting Competition Placing unreasonable requirements on firms to qualify, Unnecessary experience and excessive bonding, Organizational conflicts of interest e.g. a contractor competes for a contract when they developed the specs, requirements, statements of work, invitations for bid, or RFPs. Specifying only a brand name product instead of allowing an equal product to be offered.

19 Procurement Use of Brand Names Provide a clear and accurate description of the technical requirements to be procured. The description must not unduly restrict competition. When impractical to otherwise describe the technical requirements, a brand name or equivalent description may be used as a means to define the procurement. Specific features of the named brand that must be achieved are to be clearly stated.

20 Procurement Important Points! Ensure your district s policy/procedures is updated to reflect new federal thresholds. Don t split purchases, whether the product is coming from the same vendor or not, if the only justification is to avoid a procurement threshold. Pay attention to repetitive purchases. Examples: 1) If you plan to purchase professional development from a vendor at 3 different times throughout the year, must aggregate the cost of each training. 2) Estimate the cost of purchasing fruits/vegetables for the year. Aggregate Term is not defined in the federal regulations. Depends on what you know at the time / particular circumstances. DOCUMENT procurement decisions / quotes.

21 Suspension and Debarment Protects the federal government from fraud, waste and abuse by not allowing business with entities who have been prohibited from participating in or receiving Federal assistance for various reasons (such as prior mismanagement of funds). Suspended or debarred entities are identified on the System for Award Management (SAM), a website administered by the U.S. General Services Administration.

22 Suspension and Debarment When does a district have to comply with suspension and debarment requirements? Before entering into the following covered transactions: Vendor contracts for goods and services that equal or exceed $25,000 All subawards (no $ threshold)

23 Suspension and Debarment Three options to comply with suspension and debarment requirement: 1. Check the System for Award Management (SAM) at Be sure to keep evidence. 2. Collect a certification from the entity. 3. Add a clause or condition to the covered transaction.

24 Procurement Questions Question #1 A district wants to purchase a site license for instructional program/data services. If they purchase a site license for 3 years, the price is reduced. Cost per year is about $19,000. Is it permissible to purchase these services for multiple years with Title I funds?

25 Procurement Questions Answer to Question #1 Yes, a three-year contract can be purchased. To comply with the period of performance, the district should charge Title 1 for the first year s license (and claim reimbursement for that year), and set up a pre-paid account for the next two years. At the beginning of each of the next two fiscal years, do a journal entry to charge Title I and claim reimbursement.

26 Procurement Questions Question #2 Can a vendor help draft specifications for Requests for Proposals (RFPs)?

27 Procurement Questions Answer to Question #2 A vendor involved in the development or drafting of specifications for an RFP has an organizational conflict of interest that would exclude the vendor from competing for the resulting procurements. The Department of Education understands that a grantee may need to inform itself about the capacity and capability of potential vendors in order to prepare an RFP. In the course of doing so, the grantee may contact a number of vendors to collect information necessary for developing the RFP, as long as the LEA poses its request for information broadly so that any potential vendor has an opportunity to provide input. Soliciting input from one or two vendors would, in most cases, create an unfair competitive advantage.

28 Procurement Questions Question #3 What if we need to purchase a particular brand and a similar brand will not suffice? For instance, we need to purchase a specific brand of computer equipment so it can be integrated into our existing system.

29 Procurement Questions Answer to Question #3 The Uniform Guidance does not require a grantee to abandon a technology or instructional approach just because a similar technology or instructional approach would cost less. The Department of Education also understands that in some limited situations, specifying a brand name may not restrict competition. If a grantee has already invested in a particular infrastructure or instructional framework, specifying a brand name compatible with the infrastructure or framework may be appropriate. But the grantee must find the lowest cost supplier of the technology or instructional approach.

30 Procurement Questions Question #4 Do we have to aggregate purchases for buildings/departments within our district?

31 Procurement Questions Answer to Question #4 Yes. However, if the services are clearly not the same type, regardless if it is a single contractor, then aggregation is not required. Focus on the type of service as opposed to the building or department.

32 Suspension and Debarment Questions Question #1 We added a suspension/debarment clause to our Purchase Order. Is this a sufficient method to comply with suspension and debarment requirements?

33 Suspension and Debarment Questions Answer to Question #1 Yes, adding a suspension/debarment clause to a purchase order is sufficient (acceptance of a purchase order forms a contract).

34 Suspension and Debarment Questions Question #2 To comply with suspension and debarment requirements, is it sufficient to check the list of debarred contractors on the WA Labor & Industries website?

35 Suspension and Debarment Questions Answer to Question #2 No. WA Labor & Industries maintains a list of debarred contractors who are not allowed to bid on or work on public works projects due to violations/infractions of prevailing wage law (chapter RCW), contractor registration law (chapter RCW), or industrial insurance law (chapter RCW). However, it does not verify that the entity is not suspended or debarred from doing business with the federal government.

36 Time and Effort

37 Time and Effort Who has to document time and effort? Generally, time and effort records are required for anyone with salary and benefits that are charged: Directly to a federal award. Directly to multiple federal awards, or any combination of a federal award (direct or indirect) and other federal, state or local fund sources. To any source that is used as a match for a federal program.

38 Time and Effort OLD Circular A-87 Requirements Single Cost Objective: Can the employee s salary be supported in full from each of the Federal awards on which the employee is working, or from the Federal award alone if the employee s salary is also paid with non-federal funds? Multiple Cost Objective: If the answer to the question above is no, the employee is working on multiple cost objectives. 38

39 Time and Effort NEW Uniform Grant Guidance Be supported by a system of internal controls which provides reasonable assurance that charges are accurate, allowable and properly allocated; Be incorporated into official records; Reasonably reflect total activity for which employee is compensated (not to exceed 100%); Encompass all activities (federal and non-federal); Comply with established accounting polices and practices; and Support distribution among specific activities or cost objectives. What do the changes mean for us? So, what now Maintain current time and effort systems for semi-annual certifications and PARs until additional guidance is received from OSPI.

40 Time and Effort What We Know Must have some type of documentation Time can be tracked by percentage or hours Track time by cost objectives Reconcile documentation to budgeted amounts Substitute Systems still allowed What We Don t Know Signatures? Time Periods? Electronic system? What is a good system of internal controls?

41 Time and Effort In June 2016, the Association of Education Federal Finance Administrators (AEFFA) submitted a proposal for new time and effort flexibilities to the Department. Currently waiting for formal response

42 Time and Effort Examples of Proposals Submitted Less Frequent Preparation Multiple Cost Objective Staff: Preparing PARs Quarterly or Semi-annually Single Cost Objective Staff: Prepare semi-annual certifications annually. Other Record Of Employees Activities (OREA) A job description/schedule clearly identifying cost objectives/account codes, no additional documentation should be needed, as long as internal controls in place to ensure changes to job duties are identified and accounted for timely. Roll-up Based on Others Time Using a roll up of employee effort to allocate effort for supervisors, clerical and support staff. Under this system, for example, the time spent by supervisors on purely supervisory activities may be allocated based on the average time allocations of the supervised employees. NOT YET APPROVED

43 Time and Effort Things to Consider Budget estimates: Do not qualify as a time and effort and must be adjusted to actual by end of the year Schoolwide Program: Make sure you know which programs are included in the schoolwide plan and determine time and effort accordingly (semi-annual certification vs. PAR) Reconciliations: No longer required to be done quarterly, but need to provide reasonable assurance that charges accurately reflect time worked Signatures/Dates: Make sure that signatures are dated after the end of the reporting period Cost Objectives: Make sure cost objectives are clearly identified on the time and effort documentation

44 Time and Effort Substitute System Substitute Time and Effort Systems: Alternative method for calculating and supporting compensation charges to federal program Example: sampling of time or student counts Must be approved by OSPI prior to use (not annually)

45 Time and Effort Fixed Schedule Flexibility Use schedules instead of PARs Certified semi-annually by employee and supervisor Who can use it: Staff that work a fixed pre-determined schedule, and Work on multiple activities/objectives Complete and return the certification form to More information at

46 Time and Effort Scenarios The pointy haired boss is a federal programs administrator. He works 8 hours per day and is budgeted 25% in each of 4 programs. What type of time and effort is required? Should his time and effort reflect 2 hours every day for each program? What type of documentation is required to support his time and effort?

47 Time and Effort Scenarios He would be required to do a monthly PAR because of the time spent in different programs. His time should not reflect 2 hours for each program each day, it must be based on actual time worked. He needs to maintain a calendar (or other documentation) that supports his time and effort documentation for time charged to each program.

48 Time and Effort Scenarios Dilbert works in a Title I, targeted assistance building and is splitfunded among state and federal programs. He works the same schedule with the same hours from week to week. What type of time and effort is required?

49 Time and Effort Scenarios It depends on whether the district is using the additional flexibility for employees with a fixed schedule. If so, Dilbert could use a semi-annual certification with a schedule that clearly identifies the cost objectives. If not, he would need to do a monthly PAR.

50 Time and Effort Scenarios Alice works in a schoolwide building. The schoolwide program includes Title I-A and Basic Ed. She works 50% of her day as a basic ed. teacher and 50% as an ELL para educator charged to State Transitional Bilingual. What type of time and effort is required?

51 Time and Effort Scenarios Alice would need to maintain a monthly PAR, because TBIP cannot be combined in a schoolwide program, or could do a semi-annual certification if using the fixed schedule flexibility.

52 Time and Effort Scenarios Asok is going to be on leave for 3 months. A long-term substitute is hired to replace him. He worked in Title I, A. Does the substitute need to prepare time and effort?

53 Time and Effort Scenarios Yes, if an employee is hired to replace Asok on a long-term basis, they would prepare the same type of time and effort as Asok was.

54 Time and Effort Scenarios Wally works 100% of his time as a Title I-A teacher in a targeted assistance building, although half of his salary is funded from BEA. What type of time and effort is required?

55 Time and Effort Scenarios Wally would need to prepare a semi-annual certification, since he is performing the same activities and the funding is interchangeable.

56 Time and Effort Scenarios A general ed. classroom teacher works full time and is charged 100% to basic ed. The teacher also has a supplemental contract to provide after school tutoring services to Title I students and is paid 100% out of Title I for those activities. What type of time and effort is required?

57 Time and Effort Scenarios The teacher would complete a semi-annual certification for the supplemental contract only, since they are working on a single-cost objective. Each employee contract is treated separately when determining whether time and effort is needed.

58 Time and Effort What s wrong with this picture?

59 Time and Effort What s wrong with this picture?

60 Time and Effort What s wrong with this picture?

61

62 Contact Information Jennifer Carrougher Director, Federal Fiscal Policy/Grants Management (360) Toni Bernethy Director, Audit Management and Resolution (360)

TEXAS GENERAL LAND OFFICE COMMUNITY DEVELOPMENT & REVITALIZATION PROCUREMENT GUIDANCE FOR SUBRECIPIENTS UNDER 2 CFR PART 200 (UNIFORM RULES)

TEXAS GENERAL LAND OFFICE COMMUNITY DEVELOPMENT & REVITALIZATION PROCUREMENT GUIDANCE FOR SUBRECIPIENTS UNDER 2 CFR PART 200 (UNIFORM RULES) TEXAS GENERAL LAND OFFICE COMMUNITY DEVELOPMENT & REVITALIZATION PROCUREMENT GUIDANCE FOR SUBRECIPIENTS UNDER 2 CFR PART 200 (UNIFORM RULES) The Texas General Land Office Community Development & Revitalization

More information

General Procurement Requirements

General Procurement Requirements Effective Date: July 1, 2018 Applicability: Grant Purchasing and Procurement Policy Related Policies: Moravian College Purchasing Policy and Business Travel Policy Policy: This policy provides guidelines

More information

Department of Contracts, Grants and Financial Administration, Texas Education Agency 1/26/18

Department of Contracts, Grants and Financial Administration, Texas Education Agency 1/26/18 Federal Grant Procurement Rules and Regulations and Federal Fiscal Monitoring Requirements Cory Green, Associate Commissioner Department of Contracts, Grants and Financial Administration Texas January

More information

The Uniform Guidance and Procurement TEXAS ASSOCIATION OF COUNTY AUDITORS

The Uniform Guidance and Procurement TEXAS ASSOCIATION OF COUNTY AUDITORS The Uniform Guidance and Procurement TEXAS ASSOCIATION OF COUNTY AUDITORS Agenda Uniform Guidance Summary General Federal Procurement Laws Thresholds and Implications Sole Source Vendors Cooperative Purchasing

More information

Uniform Guidance Overview. Why did the federal government implement the Uniform Guidance?

Uniform Guidance Overview. Why did the federal government implement the Uniform Guidance? Uniform Guidance Overview Why did the federal government implement the Uniform Guidance? To harmonize (align) procurement rules and simplify the grant management process previously codified in 8 different

More information

Fiscal Compliance: Desk Audit and Fiscal Monitoring Reviews

Fiscal Compliance: Desk Audit and Fiscal Monitoring Reviews Fiscal Compliance: Desk Audit and Fiscal Monitoring Reviews Denise Dusek, MPA Federal Funding Specialist ESC 20 Image obtained from google.com Education Service Center, Region 20 May 2018 2 1 Participants

More information

Uniform Grants Guidance. Colorado Charter School Institute Cassie Walgren, Controller

Uniform Grants Guidance. Colorado Charter School Institute Cassie Walgren, Controller Uniform Grants Guidance Colorado Charter School Institute Cassie Walgren, Controller 1 Agenda 1. Introduction 2. EDGAR and C.F.R. 3. Financial Management Rules 4. Cost Principles 5. Procurement 6. Time

More information

How to Draft New & Update Old Policies and Procedures. Agenda. Why?

How to Draft New & Update Old Policies and Procedures. Agenda. Why? How to Draft New & Update Old Policies and Procedures Brette Kaplan Wurzburg bwurzbrug@bruman.com Jennifer Segal jsegal@bruman.com Fall Forum 2014 Agenda Why policies and procedures are important? Logistics

More information

U.S. Department of Housing and Urban Development Office of Housing Counseling

U.S. Department of Housing and Urban Development Office of Housing Counseling U.S. Department of Housing and Urban Development Office of Housing Counseling Facilitated by Booth Management Consulting 7230 Lee Deforest Drive, Suite 202 Columbia, MD 21046 Overview of Procurement September

More information

OMB Uniform Guidance: Cost Principles, Audit, and Administrative Requirements for Federal Awards

OMB Uniform Guidance: Cost Principles, Audit, and Administrative Requirements for Federal Awards OMB Uniform Guidance: Cost Principles, Audit, and Administrative Requirements for Federal Awards Chad Person May 1, 2013 Presented By: Devesh Kamal, CPA Shareholder deveshk@cshco.com Jesse Young, CPA Principal

More information

Grants Management Scenarios

Grants Management Scenarios Grants Management Scenarios SCENARIO 1: Parker School District received a TIF grant in 2012. It followed the guidelines set forth in the application package and did not list specific vendors in its application.

More information

SOP Procurement Standard Operating Procedures Grow Southwest Indiana Region 11 RWB Approval Date: 08/26/2011

SOP Procurement Standard Operating Procedures Grow Southwest Indiana Region 11 RWB Approval Date: 08/26/2011 SOP 11-09 Procurement Standard Operating Procedures Grow Southwest Indiana Region 11 RWB Approval Date: 08/26/2011 Purpose To set forth guidance for the conduct of procurement activities by the Grow Southwest

More information

EDGAR and Procurement CHOICE PARTNERS OCTOBER 12, 2016

EDGAR and Procurement CHOICE PARTNERS OCTOBER 12, 2016 EDGAR and Procurement CHOICE PARTNERS OCTOBER 12, 2016 Agenda Uniform Guidance Summary (Note: EDGAR for educational entities) General Federal Procurement Laws Thresholds and Implications Sole Source Vendors

More information

Assistance to Firefighters Grant. FAMA / FEMSA Annual Meeting. October 2, 2014

Assistance to Firefighters Grant. FAMA / FEMSA Annual Meeting. October 2, 2014 Assistance to Firefighters Grant FAMA / FEMSA Annual Meeting October 2, 2014 Presenter David Gudinas Section Chief, Assistance to Firefighters Grant Program Department of Homeland Security Federal Emergency

More information

OMB Uniform Grant Guidance and NM Procurement

OMB Uniform Grant Guidance and NM Procurement OMB Uniform Grant Guidance and NM Procurement 1 The material appearing in this presentation is for informational purposes only and should not be construed as advice of any kind, including, without limitation,

More information

Comparison of Federal and State Procurement Requirements For FEMA Public Assistance Grants to North Carolina Local Governments

Comparison of Federal and State Procurement Requirements For FEMA Public Assistance Grants to North Carolina Local Governments This document compares procurement and contracting requirements for local governments under federal law applicable to FEMA Public Assistance Grants and that under North Carolina state law. Because this

More information

Comparison of Federal and State Procurement Requirements For FEMA Public Assistance Grants to North Carolina Local Governments

Comparison of Federal and State Procurement Requirements For FEMA Public Assistance Grants to North Carolina Local Governments This document compares procurement and contracting requirements for local governments under federal law applicable to FEMA Public Assistance Grants and that under North Carolina state law. Because this

More information

Administrative Regulation SANGER UNIFIED SCHOOL DISTRICT. Business and Noninstructional Operations FEDERAL GRANT FUNDS

Administrative Regulation SANGER UNIFIED SCHOOL DISTRICT. Business and Noninstructional Operations FEDERAL GRANT FUNDS Administrative Regulation SANGER UNIFIED SCHOOL DISTRICT AR 3230(a) Business and Noninstructional Operations FEDERAL GRANT FUNDS Allowable Costs Prior to obligating or spending any federal grant funds,

More information

PUBLIC ASSISTANCE: PURCHASING GOODS OR SERVICES THROUGH COOPERATIVE PURCHASING PROGRAMS

PUBLIC ASSISTANCE: PURCHASING GOODS OR SERVICES THROUGH COOPERATIVE PURCHASING PROGRAMS Fact Sheet PUBLIC ASSISTANCE: PURCHASING GOODS OR SERVICES THROUGH COOPERATIVE PURCHASING PROGRAMS The Federal Emergency Management Agency (FEMA) Public Assistance (PA) Program provides supplemental assistance

More information

Texas Education Agency. Division of Federal Fiscal Monitoring

Texas Education Agency. Division of Federal Fiscal Monitoring Texas Education Agency Division of Federal Fiscal Monitoring The DO s and DON Ts of Administering Federal Grants Copyright 2016 by TEA DO s and DON'Ts of Administering Federal Grants Division of Federal

More information

A-133 Single Audits: Common Audit Findings & Ways to Mitigate and Prevent Them

A-133 Single Audits: Common Audit Findings & Ways to Mitigate and Prevent Them A-133 Single Audits: Common Audit Findings & Ways to Mitigate and Prevent Them Wayne Finley, MBA, CGMS Mayor s Office Education & Government Services City of St. Petersburg, Florida Session Objectives

More information

Navigating the New Uniform Grant Guidance. Jack Reagan, Audit Partner Grant Thornton LLP. Grant Thornton. All rights reserved.

Navigating the New Uniform Grant Guidance. Jack Reagan, Audit Partner Grant Thornton LLP. Grant Thornton. All rights reserved. Navigating the New Uniform Grant Guidance Jack Reagan, Audit Partner Grant Thornton LLP Objectives What s New with OMB: Uniform Administrative Requirements, Cost Principles, and Audit requirements for

More information

Felipe Lopez, Vavrinek, Trine, Day & Co., LLP

Felipe Lopez, Vavrinek, Trine, Day & Co., LLP San Luis Obispo County Community College District & San Luis Obispo County Office of Education 2012 F d l C li T i i 2012 Federal Compliance Training Felipe Lopez, Vavrinek, Trine, Day & Co., LLP Objectives

More information

Below are five basic procurement methods common to most CDBG projects:

Below are five basic procurement methods common to most CDBG projects: PROCUREMENT PROCESS I. INTRODUCTION Recipients of Community Development Block Grant (CDBG) funds will procure a variety of items, materials and services throughout the duration of their projects. Section

More information

Bidding Requirements for Alabama School Boards Using Federal and CNP Funds. Bid Requirements in State Laws. Public Works Definition 9/14/2016

Bidding Requirements for Alabama School Boards Using Federal and CNP Funds. Bid Requirements in State Laws. Public Works Definition 9/14/2016 Bidding Requirements for Alabama School Boards Using Federal and CNP Funds Alabama Department of Education LEA Fiscal Accountability Bid Requirements in State Laws Alabama Competitive Bid Law 16-13B-1,

More information

Time and Effort Reporting Frequently Asked Questions

Time and Effort Reporting Frequently Asked Questions Time and Effort Reporting Frequently Asked Questions These frequently asked questions (FAQs) are intended to be used in conjunction with OSPI s Time and Effort Bulletin 051-11. It is located on the OSPI

More information

Implementing the OMB s Super Circular (aka UGG) Presented by: Anne Fritz, Finance Director, City of St. Petersburg, Florida

Implementing the OMB s Super Circular (aka UGG) Presented by: Anne Fritz, Finance Director, City of St. Petersburg, Florida Implementing the OMB s Super Circular (aka UGG) Presented by: Anne Fritz, Finance Director, City of St. Petersburg, Florida Acknowledgement to Heather Acker, Partner, Baker Tilly, Virchow Krause, LLP for

More information

What guidance will be used for Reviews?

What guidance will be used for Reviews? The Procurement Review- What to Expect Pete McLoughlin Financial Management Section Head Office for Food and Nutrition Programs What guidance will be used for Reviews? 2 CFR Part 200 is now the governing

More information

- Thank you for participating in the viewing of the Texas General Land Office s Community Development and Revitalization Program s, or GLO-CDR video

- Thank you for participating in the viewing of the Texas General Land Office s Community Development and Revitalization Program s, or GLO-CDR video - Thank you for participating in the viewing of the Texas General Land Office s Community Development and Revitalization Program s, or GLO-CDR video on Procurement guidance. GLO-CDR is the state designated

More information

Updated. The Minimalist s Guide to the New Procurement Standards in 2 CFR Part 200 Uniform Guidance

Updated. The Minimalist s Guide to the New Procurement Standards in 2 CFR Part 200 Uniform Guidance Updated The Minimalist s Guide to the New Procurement Standards in 2 CFR Part 200 Uniform Guidance 1 Procurement Standards General Standards must use documented procurement procedures which

More information

The OMB Super Circular: What the New Rules Mean for Nonprofit Recipients of Federal Awards

The OMB Super Circular: What the New Rules Mean for Nonprofit Recipients of Federal Awards The OMB Super Circular: What the New Rules Mean for Nonprofit Recipients of Federal Awards Thursday, March 20, 2014, 12:30 p.m. 2:00 p.m. ET Venable LLP, Washington, DC Moderator: Jeffrey S. Tenenbaum,

More information

TIME AND EFFORT DOCUMENTATION 101 TIME AND EFFORT DOCUMENTATION REQUIREMENTS AND CHANGES IN LIGHT OF THE OMB SUPERCIRCULAR EDGAR AND THE OMB CIRCULARS

TIME AND EFFORT DOCUMENTATION 101 TIME AND EFFORT DOCUMENTATION REQUIREMENTS AND CHANGES IN LIGHT OF THE OMB SUPERCIRCULAR EDGAR AND THE OMB CIRCULARS TIME AND EFFORT DOCUMENTATION REQUIREMENTS AND CHANGES IN LIGHT OF THE OMB SUPERCIRCULAR TIFFANY R. WINTERS, ESQ. TWINTERS@BRUMAN.COM @TRWINTERS BRUSTEIN & MANASEVIT, PLLC WWW.BRUMAN.COM NASTID 2014 1

More information

The Uniform Guidance 2 CFR 200 A Guide to Risk-Based Grants Management

The Uniform Guidance 2 CFR 200 A Guide to Risk-Based Grants Management This image cannot currently be displayed. The Uniform Guidance 2 CFR 200 A Guide to Risk-Based Grants Management 2015 This image cannot currently be displayed. Increase in Federal Grants Activity The Catalog

More information

Suffolk COUNTY COMMUNITY COLLEGE PROCUREMENT POLICY

Suffolk COUNTY COMMUNITY COLLEGE PROCUREMENT POLICY Suffolk COUNTY COMMUNITY COLLEGE PROCUREMENT POLICY A. INTENT Community colleges must procure commodities and services in accordance with Article 5-A of the New York State General Municipal Law. This law

More information

UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS - UPDATE FEBRUARY 2015

UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS - UPDATE FEBRUARY 2015 UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS - UPDATE FEBRUARY 2015 AOA Conference Pasadena, CA February 9, 2015 Agenda 1. Introduction / Disclaimer 2.

More information

Something for Everyone: Adjusting to the OMB s Super Circular May 25, :30 10:10 am 2 CPE

Something for Everyone: Adjusting to the OMB s Super Circular May 25, :30 10:10 am 2 CPE Something for Everyone: Adjusting to the OMB s Super Circular May 25, 2016 8:30 10:10 am 2 CPE Heather Acker, Partner, Baker Tilly Virchow Krause, LLP Anne Fritz, Finance Director, City of St. Petersburg,

More information

Federal Grant Guidance Compliance

Federal Grant Guidance Compliance Federal Grant Guidance Compliance SPEAKER Melisa F. Galasso, CPA mgalasso@cbh.com Cherry Bekaert LLP Learning Objectives Describe the changes in the Uniform Grant Guidance List ways to implement changes

More information

Are You Ready for This? The New Uniform Grant Guidance 2 CFR 200

Are You Ready for This? The New Uniform Grant Guidance 2 CFR 200 Are You Ready for This? The New Uniform Grant Guidance 2 CFR 200 Increase in Federal Grants Activity The Catalog of Federal Domestic Assistance lists over 2,000 Federal grant programs $600B $200B $7B $24B

More information

Are You Ready for This? The New Uniform Guidance 2 CFR 200

Are You Ready for This? The New Uniform Guidance 2 CFR 200 Are You Ready for This? The New Uniform Guidance 2 CFR 200 Increase in Federal Grants Activity The Catalog of Federal Domestic Assistance lists over 2,000 Federal grant programs $600B $200B $7B $24B $91B

More information

NEW EDGAR REGULATIONS

NEW EDGAR REGULATIONS NEW EDGAR REGULATIONS FREQUENTLY ASKED QUESTIONS (FAQ): PRELIMINARY GUIDANCE APPLICABLE TO ALL FEDERALLY FUNDED GRANT PROGRAMS ADMINISTERED BY THE TEXAS EDUCATION AGENCY Blue text identifies changes, updates,

More information

12007 Research Boulevard Austin, Texas PH: FAX:

12007 Research Boulevard Austin, Texas PH: FAX: 12007 Research Boulevard Austin, Texas 78759-2439 PH: 800-695-2919 FAX: 800-211-5454 www.vendor.buyboard.com BUYBOARD ADVISORY: PURCHASING WITH FEDERAL FUNDS Purchasing through a cooperative or interlocal

More information

Federal Government Grants:

Federal Government Grants: Federal Government Grants: Is My Organization Ready? Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 2017 CliftonLarsonAllen

More information

Questions and Answers about ESEA of 1965 as Amended Webinar

Questions and Answers about ESEA of 1965 as Amended Webinar Questions and Answers about 2017-18 ESEA of 1965 as Amended Webinar The Elementary and Secondary Education Act (ESEA) of 1965 as Amended, Title I Updates, Title IIA, and Title IVA webinar that was presented

More information

PROCUREMENT POLICY FOR FEDERAL GRANTS

PROCUREMENT POLICY FOR FEDERAL GRANTS PROCUREMENT POLICY FOR FEDERAL GRANTS I. Introduction This Procurement Policy for Federal Grants applies to all expenditures of monies received through federal grants, whether those monies come directly

More information

Objectives for Financial Control over Grant Programs

Objectives for Financial Control over Grant Programs Objectives for Financial Control over Grant Programs I. Cash management of grant funds is monitored for appropriate timing of receipts and disbursements of grant funds. (Cash Management) II. Procedures

More information

RESOLUTION NUMBER 2877

RESOLUTION NUMBER 2877 RESOLUTION NUMBER 2877 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PERRIS, STATE OF CALIFORNIA SETTING FORTH POLICIES INTENDED TO OBTAIN CONSISTENCY AND UNIFORMITY IN THE ADMINISTRATION OF THE FEDERALLY

More information

Before we begin, the OCR has a new website format that has changed how the CDBG section is accessed. Once on the main HCR website you will first

Before we begin, the OCR has a new website format that has changed how the CDBG section is accessed. Once on the main HCR website you will first 1 Before we begin, the OCR has a new website format that has changed how the CDBG section is accessed. Once on the main HCR website you will first select Housing Partners. 2 On the Housing Partners page

More information

Ohio Enterprise Grants & Common Grants Compliance Issues

Ohio Enterprise Grants & Common Grants Compliance Issues Ohio Enterprise Grants & Common Grants Compliance Issues Stacie Massey Ohio Office of Budget and Management June 12, 2018 The Growing Grants Business The State of Ohio manages $28 billion in federal grant

More information

The Procurement Review- What to Expect. Pete McLoughlin Financial Management Section Head Office for Food and Nutrition Programs

The Procurement Review- What to Expect. Pete McLoughlin Financial Management Section Head Office for Food and Nutrition Programs The Procurement Review- What to Expect Pete McLoughlin Financial Management Section Head Office for Food and Nutrition Programs USDA Non-Discrimination Statement In accordance with Federal civil rights

More information

OMB CIRCULAR A-133 SUPPLEMENTAL FINANCIAL REPORT

OMB CIRCULAR A-133 SUPPLEMENTAL FINANCIAL REPORT Montgomery County Public Schools Rockville, Maryland OMB CIRCULAR A-133 SUPPLEMENTAL FINANCIAL REPORT Year Ended June 30, 2010 OMB Circular A-133 Supplemental Financial Report Table of Contents Year Ended

More information

Dollars & Sense: Federal Grant Financial

Dollars & Sense: Federal Grant Financial Dollars & Sense: Federal Grant Financial Management Rules Webinar Two April 12, 2016 Allison Ma luf, Esq. and Christopher Logue, Esq. Webinar Series APRIL 5, 2016 APRIL 7, 2016 APRIL 12, 2016 APRIL 14,

More information

Federal Rules for Sponsored Programs. Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards 2 CFR 200

Federal Rules for Sponsored Programs. Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards 2 CFR 200 Federal Rules for Sponsored Programs Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards 2 CFR 200 Uniform Guidance (UG) The Basics Presented by Dan Evon Director

More information

Understanding and Complying with Government Grants

Understanding and Complying with Government Grants Presents... Understanding and Complying with Objectives Obtain information to determine if applying for governmental grants is appropriate for your organization Obtain understanding of internal controls

More information

Procurement Review Summary SY (CYCLE 2)

Procurement Review Summary SY (CYCLE 2) Texas Department of Agriculture Procurement Review Summary SY 17-18 (CYCLE 2) Please Email All Procurement Questions, Comments, And Approval Request To CE.ProcurementReviews.BOps@texasagriculture.gov Procurement

More information

2016 Compliance Supplement. Joe Bergene, CPA Altman, Rogers & Co.

2016 Compliance Supplement. Joe Bergene, CPA Altman, Rogers & Co. 2016 Compliance Supplement Joe Bergene, CPA Altman, Rogers & Co. Overview! Topics to be discussed:! Compliance supplement, what is it and why is it important to be familiar with it.! Overview of the supplement.!

More information

Presenter. Changes to Federal Programs & Single Audits (A-87, A-21, A-122, A-102, A-110, A-89, A-133 & A-50) The New OMB Uniform Guidance

Presenter. Changes to Federal Programs & Single Audits (A-87, A-21, A-122, A-102, A-110, A-89, A-133 & A-50) The New OMB Uniform Guidance Changes to Federal Programs & Single Audits (A-87, A-21, A-122, A-102, A-110, A-89, A-133 & A-50) The New OMB Uniform Guidance Presenter Richard Cunningham Quality Assurance & Technical Specialist Center

More information

GRANTS AND CONTRACTS (FINANCIAL GRANTS MANAGEMENT)

GRANTS AND CONTRACTS (FINANCIAL GRANTS MANAGEMENT) GRANTS AND CONTRACTS (FINANCIAL GRANTS MANAGEMENT) Policies & Procedures UPDATED: February 25, 2015 (04/21/16) 2 TABLE OF CONTENTS Definitions... 3-7 DRFR 8.00 Policy Statement... 8 DRFR 8.02 Employee

More information

REQUEST FOR PROPOSALS FOR PAY FOR SUCCESS EVALUATION DESIGN. National Kidney Foundation of Michigan s Diabetes Prevention Program

REQUEST FOR PROPOSALS FOR PAY FOR SUCCESS EVALUATION DESIGN. National Kidney Foundation of Michigan s Diabetes Prevention Program REQUEST FOR PROPOSALS FOR PAY FOR SUCCESS EVALUATION DESIGN National Kidney Foundation of Michigan s Diabetes Prevention Program Description of Project Local Initiatives Support Corporation (LISC) is dedicated

More information

Safeguarding Federal Funds

Safeguarding Federal Funds Safeguarding Federal Funds Purpose Understand the mission of the OIG Preventing fraud in your organization Know how to contact the OIG What the OIG Does Promotes Economy, Efficiency, and Effectiveness

More information

WORKFORCE DEVELOPMENT BOARD Workforce Innovation and Opportunity Act Area 8

WORKFORCE DEVELOPMENT BOARD Workforce Innovation and Opportunity Act Area 8 WORKFORCE DEVELOPMENT BOARD Workforce Innovation and Opportunity Act Area 8 Policy number 0 Subject This policy obsoletes May apply for waiver Procurement None NA Board approved 2/8/2017 Effective date

More information

Procurement 101: Developing a Code of Conduct and. Written Procurement Procedures

Procurement 101: Developing a Code of Conduct and. Written Procurement Procedures Procurement 101: Developing a Code of Conduct and Written Procurement Procedures Presented by: Laurie Pennings, MS, RD Courtney Hardoin, MS, RD Nutrition Education Consultants California Department of

More information

Overview of the New EDGAR (formerly the Uniform Grants Guidance)

Overview of the New EDGAR (formerly the Uniform Grants Guidance) Overview of the New EDGAR (formerly the Uniform Grants Guidance) LEIGH MANASEVIT LMANASEVIT@BRUMAN.COM BRUSTEIN & MANASEVIT, PLLC WWW.BRUMAN.COM NATIONAL TITLE I CONFERENCE FEBRUARY 2015 AGENDA Importance

More information

FEDERAL TIME AND EFFORT REPORTING GUIDANCE HANDBOOK

FEDERAL TIME AND EFFORT REPORTING GUIDANCE HANDBOOK FEDERAL TIME AND EFFORT REPORTING GUIDANCE HANDBOOK FOR LOCAL EDUCATIONAL AGENCIES (INDEPENDENT SCHOOL DISTRICTS, OPEN ENROLLMENT CHARTER SCHOOLS, AND EDUCATION SERVICE CENTERS) Texas Education Agency

More information

#NLCU. Lessons Learned from Crisis Leadership

#NLCU. Lessons Learned from Crisis Leadership Lessons Learned from Crisis Leadership #NLCU March 11, 2017 Washington, DC Blake Ratcliff, Steve Traina, Brian Delvaux, Erica Bueno Institute for Building Technology & Safety Workshop Agenda Eligibility

More information

Procedure: Policy: Number: Allowable Uses of Funds and Adherence to Cost Circulars SRC Resolutions and LCAs

Procedure: Policy: Number: Allowable Uses of Funds and Adherence to Cost Circulars SRC Resolutions and LCAs Procedure: Policy: Number: Allowable Uses of Funds and Adherence to Cost Circulars SRC Resolutions and LCAs GP0800.2 ( ) Complete Revision Supersedes: Page: ( ) Partial Revision Page 1 of 11 ( X ) New

More information

Procurement Reviews DIANE GOLZYNSKI, PHD, RD OFFICE OF SCHOOL SUPPORT SERVICES

Procurement Reviews DIANE GOLZYNSKI, PHD, RD OFFICE OF SCHOOL SUPPORT SERVICES Procurement Reviews DIANE GOLZYNSKI, PHD, RD OFFICE OF SCHOOL SUPPORT SERVICES Why Procurement? Why Now? Procurement: A multi step process for obtaining goods or services at the best possible price Procurement

More information

The OmniCircular - 2 CFR 200

The OmniCircular - 2 CFR 200 The OmniCircular - 2 CFR 200 Mary Karen Wills 202-480-2773 mkwills@brg-expert.com Tina Reynolds 703.760.7701 Treynolds@mofo.com September 16, 2014 OMB Final Rule and Applicability Office of Management

More information

APRIL 2009 COMMUNITY DEVELOPMENT BLOCK GRANTS/STATE S PROGRAM NORTH CAROLINA SMALL CITIES CDBG AND NEIGHBORHOOD STABILIZATION PROGRAM

APRIL 2009 COMMUNITY DEVELOPMENT BLOCK GRANTS/STATE S PROGRAM NORTH CAROLINA SMALL CITIES CDBG AND NEIGHBORHOOD STABILIZATION PROGRAM APRIL 2009 14.228 State Project/Program: Federal Authorization: State Authorization: COMMUNITY DEVELOPMENT BLOCK GRANTS/STATE S PROGRAM NORTH CAROLINA SMALL CITIES CDBG AND NEIGHBORHOOD STABILIZATION PROGRAM

More information

UNIFORM GUIDANCE OVERVIEW. Budget Officers Meeting January 28, 2015

UNIFORM GUIDANCE OVERVIEW. Budget Officers Meeting January 28, 2015 UNIFORM GUIDANCE OVERVIEW Budget Officers Meeting January 28, 2015 OMB Circulars Before and After Eight circulars condensed to one new comprehensive set of requirements for recipients of federal awards

More information

PERALTA COMMUNITY COLLEGE DISTRICT SINGLE AUDIT REPORT JUNE 30, 2010

PERALTA COMMUNITY COLLEGE DISTRICT SINGLE AUDIT REPORT JUNE 30, 2010 PERALTA COMMUNITY COLLEGE DISTRICT SINGLE AUDIT REPORT JUNE 30, 2010 TABLE OF CONTENTS JUNE 30, 2010 Independent Auditors' Report on Internal Control Over Financial Reporting and on Compliance and Other

More information

Uniform Guidance Sponsored Projects Services

Uniform Guidance Sponsored Projects Services Arizona s First University. Uniform Guidance Sponsored Projects Services 520-626-6000 sponsor@email.arizona.edu Agenda What is Uniform Guidance (UG)? Effective dates Structure of the Uniform Guidance Significant

More information

Georgia Department of Education 21 st Century Community Learning Centers Compliance and Performance Assessment Monitoring Form

Georgia Department of Education 21 st Century Community Learning Centers Compliance and Performance Assessment Monitoring Form 21 st Century Community Learning Centers Compliance and Performance Assessment Monitoring Form 2017-2018 monitor must not be the same person assigned to provide technical assistance to the subgrantee,

More information

MEMO CODE: SP , CACFP , SFSP Q&A: Purchasing Goods and Services Using Cooperative Agreements, Agents, and Third-Party Services

MEMO CODE: SP , CACFP , SFSP Q&A: Purchasing Goods and Services Using Cooperative Agreements, Agents, and Third-Party Services Food and Nutrition Service Park Office Center 3101 Park Center Drive Alexandria VA 22302 DATE: October 19, 2016 MEMO CODE: SP-05-2017, CACFP 03-2017, SFSP 02-2017 SUBJECT: TO: Q&A: Purchasing Goods and

More information

2009 American Recovery and Reinvestment Act Title I, Part A, Improving the Academic Achievement of the Disadvantaged

2009 American Recovery and Reinvestment Act Title I, Part A, Improving the Academic Achievement of the Disadvantaged 2009 American Recovery and Reinvestment Act Title I, Part A, Improving the Academic Achievement of the Disadvantaged USES OF FUNDS All uses of funds must be in conformity with EDGAR (34 CFR Parts 74-86),

More information

BREMEN CITY SCHOOL NUTRITION PROGRAM PROCUREMENT PLAN

BREMEN CITY SCHOOL NUTRITION PROGRAM PROCUREMENT PLAN BREMEN CITY SCHOOL NUTRITION PROGRAM PROCUREMENT PLAN 1. The BREMEN CITY SCHOOL NUTRITION PROGRAM plan for procuring items for use in the Child Nutrition Program is as follows. The procurement plan provides

More information

REQUEST FOR PROPOSAL FOR PAY FOR SUCCESS CONSULTANT SERVICES

REQUEST FOR PROPOSAL FOR PAY FOR SUCCESS CONSULTANT SERVICES REQUEST FOR PROPOSAL FOR PAY FOR SUCCESS CONSULTANT SERVICES Description of Project Local Initiatives Support Corporation (LISC) is dedicated to helping community residents transform distressed neighborhoods

More information

CHAPTER 4 PROCUREMENT STANDARDS I. INTRODUCTION... 1 II. GENERAL PROCUREMENT STANDARDS... 1

CHAPTER 4 PROCUREMENT STANDARDS I. INTRODUCTION... 1 II. GENERAL PROCUREMENT STANDARDS... 1 CHAPTER 4 PROCUREMENT STANDARDS I. INTRODUCTION... 1 II. GENERAL PROCUREMENT STANDARDS... 1 III. PROCUREMENT PROCEDURES... 4 A. Full and Open Competition... 4 B. Geographic Preference... 5 C. Written Selection

More information

Texas Department of Transportation Page 1 of 19 Public Transportation. (a) Purpose. Title 49 U.S.C. 5329, authorizes the

Texas Department of Transportation Page 1 of 19 Public Transportation. (a) Purpose. Title 49 U.S.C. 5329, authorizes the Texas Department of Transportation Page of 0 SUBCHAPTER D. PROGRAM ADMINISTRATION.. Public Transit Safety Program. (a) Purpose. Title U.S.C., authorizes the Secretary of the U.S. DOT to create and implement

More information

Midway City Council 11 July 2018 Regular Meeting. Financial Advisory Services / Award Contract

Midway City Council 11 July 2018 Regular Meeting. Financial Advisory Services / Award Contract Midway City Council 11 July 2018 Regular Meeting Financial Advisory Services / Award Contract REQUEST FOR PROPOSALS FINANCIAL ADVISORY SERVICES NOTICE IS HEREBY GIVEN, that Midway City is requesting proposals

More information

FEMA Procurement Requirements. Norma Houston 2018 CAGP Spring Conference

FEMA Procurement Requirements. Norma Houston 2018 CAGP Spring Conference FEMA Procurement Requirements Norma Houston 2018 CAGP Spring Conference Which Rules Do You Follow? The non-federal entity must use its own documented procurement procedures which reflect applicable state,

More information

NECA Update The New Uniform Guidance 2 CFR 200

NECA Update The New Uniform Guidance 2 CFR 200 NECA Update The New Uniform Guidance 2 CFR 200 September 23, 2014 Increase in Federal Grants Activity The Catalog of Federal Domestic Assistance lists over 2,000 Federal grant programs $600B $200B $7B

More information

Procurement. TASN June 23, Presented by: Jackie Cantu, Compliance Coordinator Elizabeth Gonzales, Commodity Operations Director

Procurement. TASN June 23, Presented by: Jackie Cantu, Compliance Coordinator Elizabeth Gonzales, Commodity Operations Director Procurement TASN June 23, 2015 Presented by: Jackie Cantu, Compliance Coordinator Elizabeth Gonzales, Commodity Operations Director Acknowledgment Statement 2 You understand and acknowledge that: the training

More information

OUTGOING SUBAWARD GUIDE: INFORMATION FOR UWM PRINCIPAL INVESTIGATORS VERSION 1, JULY 2015

OUTGOING SUBAWARD GUIDE: INFORMATION FOR UWM PRINCIPAL INVESTIGATORS VERSION 1, JULY 2015 OUTGOING SUBAWARD GUIDE: INFORMATION FOR UWM PRINCIPAL INVESTIGATORS VERSION 1, JULY 2015 INTRODUCTION The University of Wisconsin-Milwaukee (UWM) is the prime recipient on a wide range of sponsored awards

More information

SECTION 3 POLICY & PROGRAM

SECTION 3 POLICY & PROGRAM SECTION 3 POLICY & PROGRAM 8120 Kinsman Road, Cleveland, Ohio 44104 Phone: 216-348-5000 Jeffery K. Patterson Chief Executive Officer TABLE OF CONTENTS Section Page # Section 3 POLICY Statement of Policy

More information

21 ST CENTURY COMMUNITY LEARNING CENTER BIDDERS CONFERENCE

21 ST CENTURY COMMUNITY LEARNING CENTER BIDDERS CONFERENCE 21 ST CENTURY COMMUNITY LEARNING CENTER BIDDERS CONFERENCE JUNE 27, 2017 Heidi Schultz & Debra Williams-Appleton 21 st CCLC Program Supervisors Objectives 1. Review important dates, submission timelines,

More information

Financial Oversight of Sponsored Projects Principal Investigator and Department Administrator Responsibilities

Financial Oversight of Sponsored Projects Principal Investigator and Department Administrator Responsibilities Principal Investigator and Department Administrator Responsibilities Boston College Office for Sponsored Programs Office for Research Compliance and Intellectual Property March 2004 Introduction This guide

More information

CALCASIEU PARISH POLICE JURY PROCUREMENT POLICY TABLE OF CONTENTS

CALCASIEU PARISH POLICE JURY PROCUREMENT POLICY TABLE OF CONTENTS CALCASIEU PARISH POLICE JURY PROCUREMENT POLICY TABLE OF CONTENTS Procurement Policy Receipt Acknowledgment... 3 Section I - Conflict of Interest / Code of Conduct... 4 Section II - Procurement Procedures...

More information

NEW EDGAR REGULATIONS

NEW EDGAR REGULATIONS NEW EDGAR REGULATIONS FREQUENTLY ASKED QUESTIONS (FAQ): PRELIMINARY GUIDANCE APPLICABLE TO ALL FEDERALLY FUNDED GRANT PROGRAMS ADMINISTERED BY THE TEXAS EDUCATION AGENCY Blue text identifies changes, updates,

More information

Grant Review and Pre-Award Process Elisa Gleeson Senior Grants Management Specialist

Grant Review and Pre-Award Process Elisa Gleeson Senior Grants Management Specialist Grant Review and Pre-Award Process Elisa Gleeson Senior Grants Management Specialist 1 Learning Objectives Participants will gain an understanding of the elements of preaward and how to think through required

More information

Ryan White HIV/AIDS Program Fiscal Health Series. Systems to Sustainability TM. Federal Grants

Ryan White HIV/AIDS Program Fiscal Health Series. Systems to Sustainability TM. Federal Grants Ryan White HIV/AIDS Program Fiscal Health Series Systems to Sustainability TM Federal Grants INTRODUCTION Sound fiscal management is critical for organizations to improve access to health care, advance

More information

As required by the Small Business Act (15 U.S.C. 637(e)) and the Office of Federal Procurement Policy Act (41 U.S.C. 416), Contracting Officers must

As required by the Small Business Act (15 U.S.C. 637(e)) and the Office of Federal Procurement Policy Act (41 U.S.C. 416), Contracting Officers must As required by the Small Business Act (15 U.S.C. 637(e)) and the Office of Federal Procurement Policy Act (41 U.S.C. 416), Contracting Officers must disseminate information on proposed contract actions

More information

Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards. AUSPAN Martha Taylor

Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards. AUSPAN Martha Taylor Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards AUSPAN 2 16 2015 Martha Taylor Grants Reform February 2011 President directed OMB to reduce unnecessary regulatory

More information

Single Audit Entrance Conference Uniform Guidance Refresher

Single Audit Entrance Conference Uniform Guidance Refresher Single Audit Entrance Conference Uniform Guidance Refresher MGO Audit Partner Annie Louie 31 Uniform Guidance Effective Date Federal Agencies Implement policies and procedures by promulgating regulations

More information

American Recovery & Reinvestment Act (ARRA) May 1, :30 p.m.

American Recovery & Reinvestment Act (ARRA) May 1, :30 p.m. American Recovery & Reinvestment Act (ARRA) May 1, 2009 1:30 p.m. http://www.isbe.net/arra/default.htm 1 Historic, one-time investment to stimulate economy & improve education www.recovery.gov $787 Billion

More information

Subrecipient Risk Assessment and Monitoring of Northeastern University Issued Subawards

Subrecipient Risk Assessment and Monitoring of Northeastern University Issued Subawards Subrecipient Risk Assessment and Monitoring of Northeastern University Issued Subawards What is a Subaward? A Subaward is a contractual agreement between Northeastern University and a third party organization

More information

FINANCE-315 7/1/2017 SUBRECIPIENT COMMITMENT FORM

FINANCE-315 7/1/2017 SUBRECIPIENT COMMITMENT FORM SUBRECIPIENT COMMITMENT FORM All subrecipients should complete this form when submitting a proposal to UACES. It provides a checklist of documents and certifications required by sponsors, as well as an

More information

Federal Grants Administration Updates. Erin Auerbach Esq. Brustein & Manasevit, PLLC

Federal Grants Administration Updates. Erin Auerbach Esq. Brustein & Manasevit, PLLC Federal Grants Administration Updates Erin Auerbach Esq. eauerbach@bruman.com Brustein & Manasevit, PLLC 1 Agenda Perkins Reauthorization Workforce Investment Opportunity Act (WIOA) Navigating the New

More information

Sped Finance will pull reports and review Revised District must scan and to

Sped Finance will pull reports and review Revised District must scan and  to Sped Finance will pull reports and review Revised 9-23-16 District must scan and email to christina.foley@arkansas.gov Name of District/Entity: Date of Site Visit: LEA # District Code #: Reviewer: IDEA

More information

Trinity Valley Community College. Grants Accounting Policy and Procedures 2012

Trinity Valley Community College. Grants Accounting Policy and Procedures 2012 Trinity Valley Community College Grants Accounting Policy and Procedures 2012 TABLE OF CONTENTS I. Overview.....3 II. Project Startup.... 3 III. Contractual Services.......3 IV. Program Income.....4 V.

More information

AGENDA. Subrecipient Monitoring Under the New Uniform Guidance. What is a passthrough

AGENDA. Subrecipient Monitoring Under the New Uniform Guidance. What is a passthrough Subrecipient Monitoring Under the New Uniform Guidance Steven A. Spillan, Esq. sspillan@bruman.com Spring Forum 2015 AGENDA What is a pass through entity? How a does a pass through entity s responsibilities

More information