CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

OMB Uniform Guidance Administrative Rules

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
8 Credits: Auditing (Governmental)

Course Description

The administrative rules in the Uniform Guidance for federal grants cover a lot of ground. Let Sefton Boyars and Bill Allen guide you through these requirements for managing grants from the grantee, the grantor, and the auditor perspective. Sefton and Bill will provide you with hard-earned insights into the trickier, unexpected clauses that could hang you up.

 

This course covers the latest administrative rules published in the OMB Uniform Guidance Admin Rules in Title 2: Part 200 of the Code of Federal Regulations (also known as: Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards)

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Describe the regulations underlying the uniform administrative requirements applicable to state and local governments and nonprofits
  • Identify key government regulators and their related acronyms
  • Differentiate among the four layers of regulations regarding federal award administration
  • Define terms used in the uniform administrative requirements
  • Identify the pre-federal award requirements in 2 CFR 200
  • Identify the contents of federal awards as set out in 2 CFR 200
  • Describe the post federal award requirements regarding property standards
  • Examine the post federal award requirements regarding procurement standards
  • Identify the requirements regarding performance and financial monitoring and reporting
  • Differentiate among the rules related to recipient record retention and access
  • Contrast the characteristics of a subgrantee with those of a contractor for the purposes of subrecipient monitoring and management
  • Identify remedies for noncompliance
  • Determine when an award may be closed out and what is affected by the award closeout

Course Specifics

Course ID
5216014
Original Release Date
July 14, 2021
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

William T. Allen

Originally from the San Francisco Bay Area, Bill has 30 years of federal audit and contract monitoring and administration experience.  He served as the U.S. Department of Education’s Regional Inspector General for Audit for Regions VII, VIII, and X.  Mr. Allen also served as Region IX’s Assistant Regional Inspector General for Audit.  In these capacities, he managed the planning, performing, and reporting for performance and compliance audits of public and private (nonprofit and for-profit) educational and health-related organizations.  He also negotiated reimbursement contracts, and overhead expense for Medicare Providers and Intermediary organizations [Insurance organizations]. He has led a peer review …

William T. Allen Read More »

Sefton Boyars

Until his retirement in October 1996, Sefton Boyars was the Department of Education’s Regional Inspector General for Audit in Regions IX and X. During his 35- year career, Sefton worked for a variety of federal and local government audit agencies. He is a member of the California CPA Society and was a long-time chair of his chapter’s combined committee on Accounting Principles and Auditing Standards and Government Accounting and Auditing. Sefton is a Certified Public Accountant, a Certified Government Financial Manager, a Certified Fraud Specialist, and a Certified Internal Auditor. He is a past chair of the Western Intergovernmental Audit …

Sefton Boyars Read More »

OMB Uniform Guidance Administrative Rules

Expert Instructors
Format
CPE CREDITS
8 Credits: Auditing (Governmental)

$232.00$262.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
8 Credits: Auditing (Governmental)

Course Description

The administrative rules in the Uniform Guidance for federal grants cover a lot of ground. Let Sefton Boyars and Bill Allen guide you through these requirements for managing grants from the grantee, the grantor, and the auditor perspective. Sefton and Bill will provide you with hard-earned insights into the trickier, unexpected clauses that could hang you up.

 

This course covers the latest administrative rules published in the OMB Uniform Guidance Admin Rules in Title 2: Part 200 of the Code of Federal Regulations (also known as: Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards)

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Describe the regulations underlying the uniform administrative requirements applicable to state and local governments and nonprofits
  • Identify key government regulators and their related acronyms
  • Differentiate among the four layers of regulations regarding federal award administration
  • Define terms used in the uniform administrative requirements
  • Identify the pre-federal award requirements in 2 CFR 200
  • Identify the contents of federal awards as set out in 2 CFR 200
  • Describe the post federal award requirements regarding property standards
  • Examine the post federal award requirements regarding procurement standards
  • Identify the requirements regarding performance and financial monitoring and reporting
  • Differentiate among the rules related to recipient record retention and access
  • Contrast the characteristics of a subgrantee with those of a contractor for the purposes of subrecipient monitoring and management
  • Identify remedies for noncompliance
  • Determine when an award may be closed out and what is affected by the award closeout

Course Specifics

Course ID
5216014
Original Release Date
July 14, 2021
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

William T. Allen

Originally from the San Francisco Bay Area, Bill has 30 years of federal audit and contract monitoring and administration experience.  He served as the U.S. Department of Education’s Regional Inspector General for Audit for Regions VII, VIII, and X.  Mr. Allen also served as Region IX’s Assistant Regional Inspector General for Audit.  In these capacities, he managed the planning, performing, and reporting for performance and compliance audits of public and private (nonprofit and for-profit) educational and health-related organizations.  He also negotiated reimbursement contracts, and overhead expense for Medicare Providers and Intermediary organizations [Insurance organizations]. He has led a peer review …

William T. Allen Read More »

Sefton Boyars

Until his retirement in October 1996, Sefton Boyars was the Department of Education’s Regional Inspector General for Audit in Regions IX and X. During his 35- year career, Sefton worked for a variety of federal and local government audit agencies. He is a member of the California CPA Society and was a long-time chair of his chapter’s combined committee on Accounting Principles and Auditing Standards and Government Accounting and Auditing. Sefton is a Certified Public Accountant, a Certified Government Financial Manager, a Certified Fraud Specialist, and a Certified Internal Auditor. He is a past chair of the Western Intergovernmental Audit …

Sefton Boyars Read More »

OMB Uniform Guidance Administrative Rules

Expert Instructors
Format
CPE CREDITS
8 Credits: Auditing (Governmental)

$232.00$262.00

Clear