1. A Tutorial on Grants Management Rules Under EDGAR
Presented by
Michael Brustein, Esq.
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 )
A-87 Composition of Cost (p. 292)
80.23 (p. 108) – Period of Availability of Funds
(p. 87) – When Obligations Are Made
(p. 87) – When Certain Subgrantees May Begin to Obligate Funds
(p. 88) – Obligations Made During a Carryover Period are Subject to Current Statutes, Regulations, and Applications

4. Roadmap of EDGAR and OMB Circulars
i) (p. 114) – Equipment j) (p. 115) – Procurement k) (p. 124) – Retention and Access Requirements for Records l) (p. 89) – Records Related to Grant Funds m) (p. 122) – Monitoring and Reporting Program Performance n) (p. 126) – Enforcement o) (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) (p. 357) – Audit Requirements (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.