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Public
In-House
Federal Grants: Navigating Compliance and Regulatory Requirements as well as Cost Allowability Considerations

Whether you are a longstanding recipient of federal grants and cooperative agreements or seeking federal financial assistance awards for the first time, it’s imperative to understand the many statutory, regulatory and compliance requirements to which recipients are bound.  It is important to recognize that not all federal financial assistance awards are governed by the same requirements.  Similarly, the nature of the award recipient (e.g., for-profit versus non-profit entities) must be considered when identifying applicable regulations.

This advanced course focuses on educating non-profit and for-profit entities about navigating the often onerous compliance, reporting and administrative requirements of federal grants and cooperative agreements, with a deep-dive focus on:

  • Overall accounting system functionality – baseline requirements
  • Program cost estimating
  • Labor and expense accumulation and reporting
  • Program based accounting
  • Interim billing – reimbursement of expenditures
  • Direct and indirect rate cost structures, e.g., overhead and facilities and administrative (F&A) costs
  • Selection and monitoring of sub-recipients and contractors
  • Record retention and access
  • Monitoring and reporting on program performance
  • Preparing for a government audit

Attendees will learn practical approaches for designing and implementing processes, procedures and controls to comply with myriad federal grant requirements.  The instructors will discuss how both non-profit and for-profit entities have evolved to comply with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal awards (commonly referred to as the “Super Circular”).  Attendees will also learn, through some real life case studies, how noncompliance with these requirements can lead to costly investigations and, potentially, False Claims Act liability.  The instructors will also provide perspective on the six proposed DoD rules which aim to create eleven new U.S. Department of Defense Grant and Agreement Regulations (“DoDGARs”) and make changes to existing DoDGARs to promote alignment with existing Office of Management and Budget Guidance.  

Finally, attendees will learn about the Cost Principles that govern allowability of expenditures eligible for reimbursement under federal financial assistance awards, and certain differences depending on the nature of the award recipient (e.g., for-profit versus non-profit entities).

Dates and Locations
October 26, 2017
PwC Advisory Services LLC
Boston, MA
$900
REGISTER
DAILY SCHEDULE
9:00 AM - 4:00 PM
All Locations
Starting with the fundamental requirements of grant and federal award recipients, the instructors will facilitate a detailed discussion covering the differences in requirements applicable to non-profit and for-profit organizations, key areas of risks, and the impact of noncompliance.  This includes the difference in contracts versus grants.  Attendees will learn the various Cost Principles around allowability of expenditures as they relate to for-profit entities, non-profit organizations, and institutions of higher education.  Instructors will then explore various requirements and implementation considerations throughout the lifecycle of federal grants and assistance programs to include the following key areas: 
  • Program estimating
  • Labor and expense reporting
  • Program based accounting
  • Interim billing – reimbursement of expenditures
  • Direct and indirect rate cost structures, e.g., overhead and facilities and administrative (F&A) costs
  • Selection and monitoring of vendor and subrecipients
  • Record retention and access
  • Program audits
  • Monitoring and reporting program performance
  • Audit requirements
 
Esteemed Faculty from PricewaterhouseCoopers

Anthony Grimaldi
Anthony is a Director in PwC's Advisory practice, based in New York. He provides clients with in-depth analysis and advice regarding compliance with accounting, regulatory, and reporting requirements related to federally funded awards, with particular emphasis on awards funded by the Department of Energy (DOE).  Anthony assists clients with compliance and regulatory matters throughout the award life cycle, including the development of systems and processes that address the business requirements necessary for clients to properly account for and comply with government funded awards. His experience also includes assisting clients with matters related to the Federal Acquisition Regulation (FAR), Cost Accounting Standards (CAS), and compliance with a multitude of OMB and CFR requirements. Anthony has also conducted investigations related to fraud, misappropriation of funds, and other matters involving government contracts and grants.
Education and Certifications
MBA, Columbia University, Columbia Business School
BS in Accounting and Finance, New York University, Stern School of Business
Certified Public Accountant (NY)
Brian Walsh
Brian Walsh is a Partner in Wiley Rein’s Government Contracts practice. Brian counsels and represents government contractors and subcontractors, as well as federal and state grant recipients, on a broad range of government contracts matters, including contract claims and disputes, teaming and subcontracting issues, data rights and intellectual property issues, government investigations and audits, and compliance with ethics and procurement integrity laws. He further represents clients in bid protests before the Government Accountability Office (GAO) and the U.S. Court of Federal Claims (COFC) and has litigated hundreds of protests at these forums.
Brian also actively participates in Wiley Rein’s pro bono program and has assisted clients in achieving successful results in a variety of different areas, including parole hearings, divorce and custody matters, and landlord-tenant disputes. Further, Brian is an active member of the firm’s Diversity Committee and Co-Chair of the American Bar Association (ABA), Section of Public Contract Law Diversity Committee. 
Brian is admitted to practice in the District of Columbia and Virginia. He is also admitted to practice before the United States Court of Federal Claims and the United States Court of Appeals for the Federal Circuit.
Gregg S. Pilotte
Gregg is a Director in PwC’s Government Contracts Advisory Practice; his experience includes advising government contractors and commercial entities with regard to accounting, administrative, and regulatory compliance matters pertaining to federal contracts, grants, and other agreements.  He provides advice to companies across a variety of sectors pertaining to finance/accounting, operational, compliance, and technology matters.

Gregg also provides litigation and investigative support to law firms and corporate counsel on compliance matters pertaining to contract, grant and regulatory compliance.  He serves as Vice-Chair on the ABA’s Commercial Products and Services Committee.  

His instructor experiences include topics such as GSA Schedule contracting, enterprise risk management, and current issues in Government contracting delivered to various professional organizations including Federal Publications, Inc., the National Contract Management Association and the Association of Corporate Counsel.  Additionally, he instructs courses at various Aerospace & Defense companies and industry seminars hosted by PwC.
Kendra P. Norwood
Kendra counsels and represents large and small government contractors, subcontractors, and grant recipients on a range of legal issues. She has handled bid protests before several federal government agencies, as well as the U.S. Government Accountability Office (GAO), the U.S. Court of Federal Claims (COFC), and the U.S. Court of Appeals for the Federal Circuit (CAFC). Kendra has also represented clients in size protests before the U.S. Small Business Administration (SBA), and has litigated Contract Disputes Act (CDA) claims before the Armed Services Board of Contract Appeals (ASBCA) and in federal district court. She has represented government contractors in Freedom of Information Act (FOIA) disputes, False Claims Act (FCA) matters, and government investigations involving procurement integrity, ethics, and conflict of interest statutes. Kendra also regularly counsels clients on compliance with various procurement laws and regulations. Prior to entering private practice, Kendra spent more than 10 years at the National Aeronautics and Space Administration (NASA), working in the areas of budget and procurement, legislative affairs, and grant portfolio management.

Kendra is admitted to practice in the District of Columbia and Maryland. She is also admitted to practice before the United States Court of Federal Claims, the United States Court of Appeals for the Federal Circuit, and the U.S. District Court for the District of Maryland. Kendra received her Bachelor of Arts from Southern University and A&M College where she graduated cum laude. She also earned a Master in Public Policy from Harvard University, John F. Kennedy School of Government, and her Juris Doctor from Georgetown University Law Center. 
MEET YOUR CONTINUING EDUCATION CREDIT REQUIREMENTS
SEE INDIVIDUAL COURSES FOR AVAILABLE CREDITS
Certificates of Completion are provided to all seminar participants who attend Federal Publications Seminars courses following the event, upon request.
NCMA: CONTRACT MANAGER CERTIFICATION
All Federal Publications Seminars courses meet the course requirements of the National Contract Management Association’s certification programs. We are a proud Education Partner of the NCMA.
CPE: CONTINUING PROFESSIONAL EDUCATION
Federal Publications Seminars is part of West Professional Development, which 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 the 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.learningmarket.org.
CPE HOURS
This Program is eligible for: 13 (CPE) hours of credit
Program Level: n/a
Program Prerequisite: n/a
Advance Preparation: n/a
Method: n/a
CLP: CONTINUOUS LEARNING POINTS
APPROVED FOR CLP BY
DEFENSE ACQUISITION UNIVERSITY
Defense Acquisition Workforce members must acquire 80 Continuous Learning Points (CLP) every two years from the date of entry into the acquisition workforce for as long as the member remains in an acquisition position per DoD Instruction 5000.66. We will provide you with documentation of points awarded for completing the event.
CLP HOURS
This Program is eligible for: 11 (CLP) hours of credit
CLE: CONTINUING LEGAL EDUCATION
States have widely varying regulations regarding MCLE credit. LegalEdcenter is an approved provider in AL, AK, AR, CA, GA, IL, ME, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, and WV. Credit may be applied for in other jurisdictions on request and in accordance with state MCLE rules.
** Please note that because some states are changing their policy on CLE reporting, you will need to fill out the request for credit from Federal Publications Seminars within 10 business days, or we may not be able to issue credits for the program.
CLE HOURS
This Program is eligible for: 11 (60 minutes),
TRAVEL INFORMATION
PwC Advisory Services LLC
101 Seaport Boulevard
Suite 500
Boston, MA 02210
6175305000
100
Basic or fundamental subject matter is covered. Courses are geared to general knowledge or can be taken as a refresher.
200
Specific topics or issues within a topic area are covered. Students should be familiar with terms of art and general concepts concerning the course topic.
300
Workshops and class discussions cover specific subject matter in-depth, and participation is strongly encouraged. Attendees should have at least 2-3 years' experience in the area of study.
400
Courses build upon students' knowledge and experience, and cover complex issues within the subject matter. Should have 4-5 years' mastery of subject for in-depth analysis.
500
Masters-level programs designed for professionals with 5+ years' experience. Courses cover in-depth and technical analysis on specific subjects and updates on current issues.
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Grants Accounting and Compliance
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Date Location
October 26, 2017 Boston, MA
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Call (888) 494-3696