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Uniform Guidance 201 - Federal Grants Selected Intermediate Level Topics

Total Credits: 8 including 4 Accounting (Governmental) - Technical, 4 Auditing (Governmental) - Technical

Average Rating:
Accounting and Auditing |  ACPEN Industry Institute
Paul H. Calabrese |  Karen Norris
Course Levels:
8 Hours
Access for 30 day(s) after program date.


This all-day course covers 4 major areas:

(1)  How Performance Raises the Bar on Compliance:  The uniform guidance merged eight previously separate OMB grant circulars and incorporated other numerous changes to traditional grants administration, from pre-award to post-award, closeout and audit. One significant change that impacts oversight and accountability is the refocus from compliance to performance. This shift results from the priority to reduce waste, fraud, and abuse, and has wide-ranging implications for awarding agencies and their recipients. This presentation provides attendees with increased understanding how performance raises the bar on compliance, and how it impacts both federal agencies and nonfederal entities. This means heightened scrutiny on performance and results, and new expectations.


(2) Budget Preparation and Monitoring: We will cover the steps for preparing a Federal grant budget and budget narrative. We will go through a complete application budget model that includes the SF 424 summary, detailed backup for each line item budgeted, and the associated narrative. The session will include best practices in the development of a budget as well as monitoring tools such as budget vs. actual on a monthly and yearly basis using draw-downs.


(3) What Should Be in a Compliant Procurement Policy: In developing your procurement procedures, have you considered the following items?

a.    Defining a contract

b.    Difference between contracts and sub-awards

c.    Acquisition of equipment and supplies

d.    Prescribed levels of purchasing and statutory thresholds recently updated

e.    Micro-purchase

f.    Small purchase procedures

g.    Procurement by competitive proposals

h.    Pre-Award Evaluation

i.    Competitive bids

j.    Sole source

k.    Post-award monitoring

l.    What kind of forms are required


(4) Ten Top Audit Findings and Address Their Resolution:

Your next audit is just around the corner. You'll need to be mindful of the uniform guidance requirements, the annual compliance supplement, program statutes and federal agency regulations, as well as state and local regulations. Federal agencies, auditors and auditees have a lot to monitor and even more to manage. Despite best efforts, it seems the same audit findings habitually create challenges year after year among all recipients and programs. How can recipients better prepare and avoid findings? What are the consequences of noncompliance?

Basic Course Information

Learning Objectives
  • Explore the structure of the uniform guidance
  • Develop an understanding of the federal interest to reduce risk
  • Recognize key provisions in the uniform guidance that impact performance.
  • Raise awareness of steps that can be taken to transition from compliance to performance
  • Explore the different procurement thresholds as they have been updated
  • Recognize the difference between a procurement contract and a sub-recipient agreement
  • Understand the different roles and responsibilities in procurement
  • Receive practical solutions to contract monitoring which is not addressed in the Uniform Guidance
  • Obtain practical skills to prepare an application budget that complies with the Uniform Guidance
  • Understand the importance and usage of the budget narrative
  • Improve knowledge about different monitoring tools once the grant has been awarded
  • Recognizing that the preparation of monthly draws must be based on sufficient documentation as they are subject to the False Claims Act
  • Understanding the workflow relationships between budgeting, monitoring, and submitting requests for reimbursements
  • Develop an understanding of the most common audit findings
  • Raise awareness about how to address them
  • Recognize the difference between intentional and unintentional acts
  • Review strategies to negotiate and resolve findings, including appeals, court, and cooperative audit resolution

Major Subjects
  • How Performance Raises the Bar on Compliance
  • Budget Preparation and Monitoring
  • What Should Be in a Compliant Procurement Policy
  • Ten Top Audit Findings and Address Their Resolution


Course Materials


Paul H. Calabrese's Profile

Paul H. Calabrese Related seminars and products: 5

Principal, Outsourced Accounting & Advisory Services

Gelman, Rosenberg & Freedman

As a Principal in the firm’s Outsourced Accounting & Advisory Services group, Mr. Calabrese brings a successful track record of working with both nonprofits and government contractors. His remarkable career includes positions with the Air Force Audit Agency, Defense Contract Audit Agency, 3 government contractors, addition to 20+ years in public accounting. Mr. Calabrese’s extensive experience with the Cost Accounting Standards (CAS) and CAS disclosure statements, Federal Acquisition Regulation.

Mr. Calabrese has hands-on experience with the Uniform Guidance for Federal grants which positions him as a sought-after resource and consultant with respect to: grant cost accounting, sub-recipient monitoring, preparation of over (100) indirect rates / NICRA for several Federal agencies, policies and procedures, medical management systems invoicing to state Medicaid agencies and toolkit for unit cost rates for Ryan White HIV AIDS HRSA awards.

Mr. Calabrese is a prolific speaker on Uniform Guidance and government contracting topics, making frequent presentations at seminars and conferences for NGMA, MACPA, Virginia Society of CPAs, GWSCPAs as well as firm-sponsored events


Karen Norris's Profile

Karen Norris Related seminars and products: 1

Karen Norris is nationally recognized in the grants community as a consultant and Subject Matter Expert (SME) for kanoco - a Karen 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, as an author and managing editor for grants publications at a national publishing house, and currently as a consultant. 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 regional training events, including the Grant Professionals Association, National Grants Management Association, Management Concepts, Maryland Governor's Grants Office, and others. Norris advises clients and conducts webinars, virtual classes, eLearning, and onsite grants training. The White House Conference on Aging published her white paper about health grants. Norris has provided testimony to the Maryland General Assembly supporting legislation about the de minimis indirect rate, and has responded to information requests about the grants process from 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.


Wed, Jul 08, 2020 - 06:00a to 02:00p MDT
Thu, Jul 30, 2020 - 08:00a to 04:00p MDT
Tue, Aug 18, 2020 - 10:00a to 06:00p MDT
Wed, Sep 09, 2020 - 12:00p to 08:00p MDT
Mon, Sep 28, 2020 - 06:00a to 02:00p MDT
Fri, Oct 23, 2020 - 08:00a to 04:00p MDT
Wed, Nov 11, 2020 - 10:00a to 06:00p MST
Thu, Dec 03, 2020 - 12:00p to 08:00p MST
Mon, Dec 21, 2020 - 06:00a to 02:00p MST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Designed for Licensed Accountants so that those performing Single Audits of Federal awards will better understand the underlying requirements placed on grant recipients and how they practically develop controls, procedures and processes to comply with the Uniform Guidance with the objective of improved performance. In addition, the practical solutions to the Uniform Guidance will provide insights to consultants and they address their clients' needs.
Original Recording Date 09/25/2018
Yellow Book No
Course Developer Paul Calabrese and Steven Shamlian
Date Added to Catalog 09/12/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. 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 submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.5

Total Reviews: 55


Kerry D

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Beth W - Bellevue, Washington

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Czeska C

"Content was great. I liked how we were able to see the presenters and the slides at the same time. "

Bonnie L

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Kenton P

"Excellent course. Good breadth of subject matter and each topic was covered in good depth."

William M

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Emily M

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Christopher E - Atlanta, Georgia

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Sherri K

"Overall, I was very pleased with the information given and the structure of it. Very useful and timely for me."

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