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A Tutorial on Grants Management Rules Under EDGAR

A Tutorial on Grants Management Rules Under EDGAR. Presented by Michael Brustein, Esq. mbrustein@bruman.com Brustein & Manasevit, PLLC Spring 2012 Forum. Agenda. Purpose of the Training Roadmap of EDGAR and OMB Circulars Questions. Roadmap of EDGAR and OMB Circulars .

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A Tutorial on Grants Management Rules Under EDGAR

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  1. A Tutorial on Grants Management Rules Under EDGAR Presented by Michael Brustein, Esq. mbrustein@bruman.com Brustein & Manasevit, PLLC Spring 2012 Forum

  2. Agenda • Purpose of the Training • Roadmap of EDGAR and OMB Circulars • Questions

  3. Roadmap of EDGAR and OMB Circulars • 80.20(b) (p. 107) – Standards for Financial Management Systems • 80.22 (p. 108) – Allowable Costs • A-87 Basic Guidelines (p. 291-292) • A-87 Composition of Cost (p. 292) • 80.23 (p. 108) – Period of Availability of Funds • 76.707 (p. 87) – When Obligations Are Made • 76.708 (p. 87) – When Certain Subgrantees May Begin to Obligate Funds • 76.710 (p. 88) – Obligations Made During a Carryover Period are Subject to Current Statutes, Regulations, and Applications

  4. Roadmap of EDGAR and OMB Circulars i) 80.32 (p. 114) – Equipment j) 80.36 (p. 115) – Procurement k) 80.42 (p. 124) – Retention and Access Requirements for Records l) 76.730 (p. 89) – Records Related to Grant Funds m) 80.40 (p. 122) – Monitoring and Reporting Program Performance n) 80.43 (p. 126) – Enforcement o) 76.401 (p. 74) – Disapproval of an Application –Opportunity for a Hearing

  5. Roadmap of EDGAR and OMB Circulars • Appendix B to A-87 (p. 293) – Selected Items of Cost + Advertising (p. 294) (outreach) + Personnel Costs (p. 295) + Meetings (p. 305) + Travel (p. 308) • A-133 – Single Audits • + 210 (p. 358) – Subrecipient and Vendor Determinations + Compliance Supplement (p. 354) + 200 (p. 357) – Audit Requirements + 320 (p. 363) – Report Submission + Pass-Through (p. 367) • 81.32 (p. 134) – Proportionality • Appendix to Part 81 (p. 139) – Illustrations of Proportionality • 81.33 (p. 135) – Mitigating Circumstances

  6. Questions ??

  7. This presentation is intended solely to provide general information and does not constitute legal advice or a legal service.  This presentation does not create a client-lawyer relationship with Brustein & Manasevit, PLLC and, therefore, carries none of the protections under the D.C. Rules of Professional Conduct.  Attendance at this presentation, a later review of any printed or electronic materials, or any follow-up questions or communications arising out of this presentation with any attorney at Brustein & Manasevit, PLLC does not create an attorney-client relationship with Brustein & Manasevit, PLLC.  You should not take any action based upon any information in this presentation without first consulting legal counsel familiar with your particular circumstances.

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