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Live Webcast Replay

The Sub-Recipient Monitoring Toolkit: IAW Uniform Guidance effective Nov. 12, 2020


Total Credits: 2 including 2 Accounting (Governmental) - Technical

Average Rating:
   34
Category:
Accounting and Auditing |  ACPEN Industry Institute |  Grant Compliance and Management
Speaker:
Paul H. Calabrese
Course Levels:
Basic
Duration:
2 Hours
Product Type:
Live Webcast Replay
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Before the Uniform Guidance (UG) was promulgated, guidance for subrecipient monitoring was only known to auditors in Requirement M of the compliance supplement. Sub-recipient monitoring is a critical requirement for Pass-Through-Entities (PTE) to ensure programmatic and financial compliance with a particular Federal program. The UG has devoted only 2 sections to sub-recipient monitoring. Consequently, it is important that this session provides an abundance of practical experience through best practices to fill in some of the gaps.

Basic Course Information

Learning Objectives
  • Understanding the difference between sub-awards and contracts.
  • Learning the important role of sub-award agreements to ensure compliance with sub-recipients.
  • Discovering the myriad of PTE responsibilities.
  • Processes to ensure follow up of sub-recipient audit deficiencies with action plans.
  • How municipal governmental units can utilize unit cost rates in lieu of cost reimbursable payments.

Major Subjects
  • Best practices of utilizing a sub-award agreement to limit financial exposure with sub-recipient.
  • Best practice of budgetary control over the financial operation of the subrecipient. Performance-based payments to facilitate improved financial monitoring over sub-recipients.
  • Risk-based monitoring.
  • Revision to the UG impacting sub-recipients and PTEs.

Course Materials

Speaker

Paul H. Calabrese's Profile

Paul H. Calabrese Related seminars and products

Principal, Outsourced Accounting & Advisory Services

Gelman, Rosenberg & Freedman


Mr. Calabrese has hands-on experience with the Uniform Guidance for Federal grants recipients: nonprofits, universities, hospitals, and state/local/tribal units of governments. His skill-set involves: grant cost accounting, sub-recipient monitoring, preparation of over (100) indirect rates / NICRA for several Federal agencies, developed policies and procedures, medical management systems invoicing to state Medicaid agencies and toolkit for unit cost rates for Ryan White HIV AIDS HRSA awards. Paul has developed grant and financial statement dashboards. He has performed out-sourced CFO duties, annual budgets, cash flow projections, grant draws and budget monitoring.

 


Dates

Wed, Dec 21, 2022 - 11:00am to 12:55pm CST
Thu, Jan 12, 2023 - 02:00pm to 03:55pm CST
Mon, Jan 23, 2023 - 08:00am to 09:55am CST
Tue, Jan 31, 2023 - 10:00am to 11:55am CST
Fri, Feb 10, 2023 - 12:00pm to 01:55pm CST
Tue, Feb 14, 2023 - 02:00pm to 03:55pm CST
Sat, Feb 25, 2023 - 08:00am to 09:55am CST
Thu, Mar 09, 2023 - 06:00pm to 07:55pm CST
Mon, Mar 13, 2023 - 10:00am to 11:55am CDT
Fri, Mar 17, 2023 - 12:00pm to 01:55pm CDT
Mon, Mar 27, 2023 - 02:00pm to 03:55pm CDT
Mon, Apr 03, 2023 - 08:00am to 09:55am CDT
Wed, Apr 19, 2023 - 10:00am to 11:55am CDT
Fri, Apr 28, 2023 - 12:00pm to 01:55pm CDT
Sat, May 06, 2023 - 02:00pm to 03:55pm CDT
Thu, May 18, 2023 - 08:00am to 09:55am CDT
Tue, May 30, 2023 - 10:00am to 11:55am CDT
Wed, Jun 07, 2023 - 12:00pm to 01:55pm CDT
Sat, Jun 17, 2023 - 02:00pm to 03:55pm CDT
Thu, Jun 22, 2023 - 08:00am to 09:55am CDT
Tue, Jun 27, 2023 - 06:00pm to 07:55pm CDT
Wed, Jun 28, 2023 - 10:00am to 11:55am CDT
Tue, Jul 11, 2023 - 12:00pm to 01:55pm CDT
Wed, Jul 19, 2023 - 02:00pm to 03:55pm CDT
Mon, Jul 31, 2023 - 08:00am to 09:55am CDT
Tue, Aug 08, 2023 - 10:00am to 11:55am CDT
Sat, Aug 19, 2023 - 12:00pm to 01:55pm CDT
Thu, Aug 24, 2023 - 06:00pm to 07:55pm CDT
Wed, Aug 30, 2023 - 02:00pm to 03:55pm CDT
Sat, Sep 09, 2023 - 08:00am to 09:55am CDT
Mon, Sep 18, 2023 - 10:00am to 11:55am CDT
Fri, Sep 29, 2023 - 12:00pm to 01:55pm CDT
Thu, Oct 12, 2023 - 02:00pm to 03:55pm CDT
Fri, Oct 20, 2023 - 08:00am to 09:55am CDT
Mon, Oct 30, 2023 - 10:00am to 11:55am CDT
Wed, Nov 08, 2023 - 12:00pm to 01:55pm CST
Fri, Nov 17, 2023 - 02:00pm to 03:55pm CST
Wed, Nov 29, 2023 - 08:00am to 09:55am CST
Thu, Dec 07, 2023 - 06:00pm to 07:55pm CST
Fri, Dec 08, 2023 - 10:00am to 11:55am CST
Wed, Dec 13, 2023 - 12:00pm to 01:55pm CST
Sat, Dec 23, 2023 - 02:00pm to 03:55pm CST
Fri, Dec 29, 2023 - 08:00am to 09:55am CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Public Accountants, Consultants, Government Contractors and Awardees of Federal Grants and Cooperative Agreements which include: nonprofits, institutes of higher education, hospitals, Federal, state, local and tribal units of government.
Original Recording Date 11/12/2020
Yellow Book no
Course Developer Paul Calabrese
Date Added to Catalog 11/4/2020

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org
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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 34

Comments

James C

" "

Denise G - Albany, New York

"I truly benefitted from Paul Calabrese's course. It was excellent quality and gave me practical job tools."

Jason S

"Way to go Paul! Excellent course. I really appreciate you sharing the RAM and the survey. I will add those to my monitoring tools. "

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