Complex Costs and Subrecipient Management Workshop Bundle

Washington, DC US
July 12, 2023 to July 13, 2023

This bundle includes one (1) registration for the same individual at both the "Successful Complex Costs Management" workshop and the "Subrecipient Risk Assessment, Agreement Drafting, and Monitoring" workshop at a discounted price of $1,500.

Registrants can elect whether to attend both days either in-person or virtually.

Successful Complex Costs Management: Protecting and Maximizing Your Federal Grant Dollars

July 12, 2023 | 10:00 a.m. - 4:30 p.m. ET | Washington, DC or FTLF Virtual Classroom

Understanding the rules that govern complex costs can maximize your organization’s resources and mitigate the risks associated with improper costs administration, including findings and often substantial disallowance of federal grant funds. This workshop is designed to provide critical insight on specific categories of costs that continue to prove challenging in federally-funded projects.

Subrecipient Risk Assessment, Agreement Drafting, and Monitoring 

July 13, 2023 | 10:00 a.m. - 4:30 p.m. ET | Washington, DC or FTLF Virtual Classroom

Subrecipient management is one of the most daunting endeavors of a grant manager or compliance department. Successful subrecipient relationships start with careful planning before the first conversation with the potential subrecipient, with opportunities to increase your chances of success or failure at each step of the process from there. This workshop is designed to provide practical steps, tools, discussion, and networking for intermediate and experienced grant managers.


Please note: Federal Grants Training Members are eligible for a 10% discount on the registration fee for this workshop. For more information on our Federal Grants Training Membership, click here or Contact Us.

Target Audience

The workshops are intended for an intermediate and experienced audience with a baseline understanding of federal grant management.  Those in the following positions may gain the most from the training:

  • CEO/Directors
  • Fiscal Staff
  • Compliance Officers and Staff
  • Program and Project Managers
  • Other Grants Management Staff

Learning Objectives

Successful Complex Costs Management: Protecting and Maximizing Your Federal Grant Dollars

After this training, you will be able to:

  • Understand the rules that govern complex costs in federally-funded programs.
  • Discuss effective strategies to account for and manage complex costs.
  • Learn what approaches have served federal grantees well and what persistent mistakes to avoid in complex cost management.

Subrecipient Risk Assessment, Agreement Drafting, and Monitoring 

After this training, you will be able to:

  • Evaluate key risk areas that tend to be present in subaward relationships regardless of grant type
  • Efficiently assess the scope of potential negotiable terms and legal limitations on what may be possible
  • Implement key oversight and enforcement terms in a subrecipient agreement
  • More effectively assess the appropriate response to a matter of apparent noncompliance by a subrecipient
Course summary
Course opens: 
05/25/2023
Course expires: 
01/14/2024
Event starts: 
07/12/2023 - 10:00am EDT
Event ends: 
07/13/2023 - 4:30pm EDT

Agenda

Washington, DC or FTLF Virtual Classroom
Wednesday, July 12 - Thursday, July 13, 2023
*Agenda times are all ET and subject to change*
 

Successful Complex Costs Management:
Protecting and Maximizing Your Federal Grant Dollars

Wednesday, July 12, 2023
10:00 a.m. - 4:30 p.m. ET
10:00 - 10:15 a.m.Welcome and Introductions
10:15 - 11:00 a.m.Cost Allocation: Rules and Methods, including Time and Effort
11:00 - 11:45 a.m.Cost Allocation: Rules and Methods Case Studies
11:45 a.m. - 12:45 p.m.Lunch
12:45 - 1:30 p.m.Compensation, Incentive Payments, Leave Costs, Severance Pay
1:30 - 2:15 p.m.Compensation, Incentive Payments, Leave Costs, Severance Pay Exercises
2:15 - 2:30 p.m.Break
2:30 - 3:15 p.m.Self-Insurance, LTALT and Applicable Credits
3:15 - 4:00 p.m.Self-Insurance, LTALT and Applicable Credits Scenarios
4:00 - 4:30 p.m.Recap and Q&A
 

Subrecipient Risk Assessment, Agreement Drafting, and Monitoring

Thursday, July 13, 2023
10:00 a.m. - 4:30 p.m. ET
10:00 - 10:15 a.m.Welcome and Introductions
10:15 - 10:45 a.m.Risk Assessment
10:45 - 11:45 a.m.Risk Assessment Exercise
11:45 a.m. - 12:45 p.m.Lunch
12:45 - 1:15 p.m.Crafting the Agreement
1:15 - 2:15 p.m.Crafting the Agreement Exercise
2:15 - 2:30 p.m.Break
2:30 - 3:00 p.m.Subrecipient Management
3:00 - 4:00 p.m.Subrecipient Management Exercise
4:00 - 4:30 p.m.Recap & Q&A
FTLF Training Center
1129 20th Street NW
Washington, DC 20036
United States
+1 (855) 200-3822

Travel

AC Hotel by Marriott (0.1 mi)
1112 19th St NW
Washington, D.C. 20036
202.303.0190

St. Gregory Hotel Dupont Circle** (0.2 mi)
2033 M St NW
Washington, D.C. 20036
202.530.3600

Hyatt Place Washington DC/Georgetown/West End** (0.3 mi)
FTLF Discounted Rate Group Code 89073
2121 M St NW
Washington, D.C. 20037
202.838.2222

Hilton Garden Inn Washington DC/Georgetown Area** (0.3 mi)
2201 M St NW
Washington, DC 20037
202.974.6010

West End Washington DC, Tapestry Collection by Hilton (0.3 mi)
1121 New Hampshire Ave NW
Washington, D.C. 20037
202.457.0565

Washington Marriott Georgetown (0.4 mi)
1221 22nd St NW
Washington, D.C. 20037
202.872.1500

Embassy Suites by Hilton Washington DC Georgetown (0.4 mi)
1250 22nd St NW
Washington, D.C. 20037
202.857.3388

** Discounted Rate available through FTLF link

Phillip A. Escoriaza

Phillip Escoriaza is Senior Counsel in the firm’s Federal Grants and Health Care practice groups. A native of Puerto Rico, Phillip’s bilingual, nationwide practice serves non-profit organizations, municipalities, local government agencies, and other federal grantees. Prior to joining Feldesman Tucker, Phillip ran a practice from San Juan which spanned corporate, business, public policy, government and contract law, and included contested matters and appeals before state and federal courts. [Full Bio]

Scott S. Sheffler

A Partner with the firm in the Federal Grants and Health Care practice groups, Scott advises clients on matters of federal grant law, government contract law, and health care law. Scott assists clients with the myriad requirements that apply upon acceptance of federal grant funding, including the administrative requirements and cost principles established in the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), the Office of Management and Budget (OMB) Circulars that preceded the Uniform Guidance, and program-specific statutory and regulatory funding conditions. [Full Bio]

Edward "Ted" Waters

Ted Waters has served as Managing Partner of the firm since 2003, and as a member of the Health Care and Federal Grants practices since 1992. Ted is a national authority in the area of federal grants, particularly in the health and community service spheres. He advises clients on all aspects of program requirements, including issues such as cost-based reimbursement, governance, grant administration, cost reporting, and administrative issues and routinely handles challenging issues such as government audits, internal investigations, and litigation. Ted's priority is to help each organization carry out its mission by offering practical, down-to-earth counsel and to ensure that legal challenges do not distract from that focus. [Full Bio]

 
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Registration Instructions

To receive the bundled pricing, select either the "Complex Costs and Subrecipient Management Workshop Bundle (In-Person)" or "Complex Costs and Subrecipient Management Workshop Bundle (Virtual)" option using the checkboxes next to the bundle pricing. If you select the individual courses, you will not receive the discounted rate. 

Each registration must be in the name of the individual who will attend. This allows FTLF to communicate important course information to the actual attendee(s), add training materials and handouts to the right account, and properly assign certificates of attendance or CPE credits. 

To register for this training:

  • For yourself: login to your account and register with your personal information
  • For someone else: login with the ATTENDEE’S login information or create an account for the ATTENDEE and register from the ATTENDEE's account
  • For a group: email Learning@ftlf.com to complete group registration

If you encounter problems or have questions Contact us.


Training is Not Recorded

This training will not be recorded for later viewing, as we would like attendees to be comfortable and candid, sharing their experiences and asking scenario-based questions. The discourse between the attorneys and participants is a valued part of each training.


Payment

We accept payment by PayPal, credit card, and check. Payment for any live training is due upon registration. If payment is not received in full prior to the start of the event, FTLF reserves the right to cancel your order and deny you entrance to the training.


Cancellation/Transfer Policy

All cancellation or transfer requests must be received in writing at learning@ftlf.com. Requests for refunds or transfers for in-person events will be granted according to the following schedule:

  • 45 or more days prior to the event, requests for a full refund or a transfer, minus a $75 administrative fee, will be granted.
  • Between 15 to 44 days prior to the event, requests for cancellations will be granted, subject to an administrative fee equal to 50% of the paid registration fee. Requests for transfers may be granted, space permitting and subject to a transfer fee.
  • Within 14 days of the event start date, no requests for refunds or credits will be granted. At FTLF's discretion, late transfers may be granted, space permitting and subject to a transfer fee.

Cancellation of a registration with group pricing may result in the discount being revoked or reduced for the entire group.

If there are extenuating circumstances regarding your cancellation, please reach out to the FTLF Training Team directly at learning@ftlf.com.


Can I transfer from in-person attendance to the virtual classroom? 

Yes, you can transfer from attending in person to virtually.  Please note that no refunds of the price difference, if any, will be given.  Within 45 days of the event start date, transfers from in-person to virtual attendance will be subject to a transfer fee. Within 14 days of the event start date, no transfers from in-person to the virtual classroom will be permitted. All transfer requests must be submitted in writing.  

Can I transfer from the virtual classroom to attend in person?

Yes, you can transfer to attend in person, providing there is an open seat.  Any additional registration cost is due at the time of transfer.  All transfer requests must be submitted in writing.

If there are extenuating circumstances regarding your cancellation, please reach out to the FTLF Training Team directly at learning@ftlf.com.

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