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Customized Grants Training

Thompson Grants, a Division of CBIS

Provide your team with access to customized, expert-led virtual or on-site grants compliance training.

AmpliFund’s partner, Thompson Grants, offers customized compliance training programs that can help your team learn to successfully manage grants and protect funding while keeping recipients and subrecipients in compliance with the uniform guidance.

Training Includes:

  • Flexible agenda and sessions conducted by one expert trainer – All training engagements require a two session minimum
  • Pre-training consultation with expert trainer
  • Online access to all training presentations
  • CPE and GPCI CEU credits
  • On-site: Desktop uniform guidance copies provided to all attendees
  • Virtual: Searchable digital copy of the full uniform guidance
  • Virtual: License to recorded sessions
  • Virtual: Live virtual streaming platform with up to eight interactive sessions

Suggested Session Topics:

  • Pre-award
  • Post-award
  • Audits
  • Cost Allowability
  • Cost Allocation
  • Compliance
  • Supplement Closeout
  • Grant-writing
  • Improper Payments
  • Indirect Costs
  • Internal Controls
  • Policies and Procedures
  • Procurement
  • Proposals
  • Risk Evaluation
  • Subrecipient Monitoring
  • Time and Effort
  • Uniform Guidance
  • Finance

Popular Training Agenda:

The sessions below are simply Thompson Grants’ standard training agenda format. Their team has full capability to customize the content to a program addressing the unique needs and challenges of your organization.

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

  • Learn how to align your procurement practices with the uniform guidance and understand the new procurement provisions (§200.317-.327)
  • 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: Indirect Cost Recovery Strategies

  • Learn about different indirect cost recovery strategies
  • Recognize changes to indirect costs
  • Review considerations to obtain a rate
  • Identify key requirements for cost allocation plans

Session 6: Policies 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: The Ins and Outs of Program Performance

  • Review tools for making and reporting substantial progress
  • Discover how to assess your risk of not making substantial progress
  • Learn monitoring and reporting practices that help you ensure compliance with your stated objectives
  • Understand your obligations to monitor and report performance (§200.329)

Session 8: Time and Effort Reporting

  • Understand what methods are acceptable for maintaining time and effort documentation
  • Review best practices for developing a system for reporting time and effort
  • Discuss which audit procedures to anticipate
  • And more! Thompson Grants can accommodate requests for specific session topics.

About Thompson Grants

Thompson Grants, a division of CBIS, has been providing grants administrators, program managers and financial managers with trusted analysis on the most pressing grants compliance issues since 1972. Their products and services cover the entire grants lifecycle from pre-award through closeout and help customers find the funding opportunities they need while making sense of the confusing and complicated task of complying with the uniform guidance.

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