Federal Grant Administration Webinar Series: Grant Cost Allowability 101

One of the most common questions asked in organizations like RDO’s that expend federal grant funds is “Can we charge this to our grant?” The initial but often unsatisfactory answer is “It depends.” What it depends upon are the federal cost principles that are applicable to those grant awards when a grant or subgrant agreement is issued. The cost principles are a set of rules for determining which costs are allowable charges, which ones are not, and how the costs are to documented. They are called principles because they have to applied to the facts and circumstances that surround particular individual expenditure transactions. Those facts and circumstances can vary widely. So can the people who might have a role in deciding whether a charge is ultimately posted and sustained—program staff, financial managers, executives, board members and even auditors. So, understanding and using the cost principles are essential skills within a federally funded organization.

This session will analyze the cost principles contained in Subpart E of 2 CFR 200 with particular emphasis on policies that have been changed in the revisions taking effect on October 1, 2024.

This webinar is offered through the Economic Development District Community of Practice (EDD CoP), managed by the NADO Research Foundation. To learn more, visit: www.nado.org/EDDCoP. The EDD CoP is made possible through an award from the U.S. Economic Development Administration, U.S. Department of Commerce (ED22HDQ3070106). The statements, findings, conclusions, and recommendations are those of the presenter(s) and do not necessarily reflect the views of the U.S. Economic Development Administration or the U.S. Department of Commerce.

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Date

Sep 26 2024
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Time

2:00 pm - 3:30 pm

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Contact Michael Matthews

Michael Matthews is the Director of Government Relations for the National Association of Development Organizations (NADO), where he leads congressional and executive branch outreach, coalition building, and advocacy efforts on behalf of more than 500 regional development organizations (RDOs) nationwide.


With over a decade of experience, Michael combines policy expertise with political acumen to advance federal policies that promote equitable community development, economic competitiveness, rural growth, economic mobility, and quality of place. Before joining NADO, he served as the Legislative Director for Community, Economic & Workforce Development at the National Association of Counties (NACo), collaborating with county officials to shape policies affecting local governments in areas such as housing, community and economic development, public works, and workforce initiatives.


Earlier in his career, Michael held various policy positions at the Association for Career and Technical Education (ACTE), Office of Congressman Anthony G. Brown (D-Md.), and contributed to several political campaigns across the Washington, D.C. metro area.
Michael holds a bachelor’s degree in political science from Salisbury University and a master’s degree in public administration from Wilmington University. A native of Delaware, he now resides in Lake Ridge, Virginia, with his wife and daughter.

Contact Ryan Collins

Ryan Collins joined NADO in 2024. He lives in Athens, Ohio, and is passionate about ensuring rural communities thrive and prosper across the country. Ryan has always identified as a helper and has focused his career on serving others in both the public and private sectors. Before joining NADO, Ryan worked as a Policy Manager with the National Digital Inclusion Alliance. There he focused on Federal Policy issues and making them more accessible to members. 

Ryan also worked with NADO-member organization, Buckeye Hills Regional Council (BHRC). There he served as a Broadband Coordinator and then as a Program Manager leading Ohio’s Southeast Regional Digital Inclusion Alliance, managing BHRC’s State and Federal Appalachian Regional Commission programs, and working in several other programs. 

In his free time, Ryan enjoys reading, playing Dungeons and Dragons along with Magic the Gathering, building models, hiking, and spending time with his children (his cats Saturn and Cosmo).

Haley Schultheis joined NADO in November 2024 coming from a background in association management and small nonprofit development. Haley completed her master’s in community development at the University of Detroit Mercy in 2022, where she specialized in human and organizational development practices. She earned her bachelor’s in behavioral healthcare from the University of South Florida as a way to explore her interest in human behavior and anthropology. 
 
Haley recently began training to become a certified “The Narrative Method” facilitator, using group storytelling as a method to connect. In her free time, she enjoys drawing, walking, and eating! Check out Haley’s cartoon series on Instagram @mydadisart!
Dan Deutsch joined the NADO team as a Research Fellow in 2024. With over a decade of experience in nonprofit communications with particular emphasis on arts and culture institutions, and over 25 years of participating in the performing arts, his interests sit at the crux of placemaking/placekeeping, arts and culture, community engagement, and economic development. Dan holds a dual bachelor’s in communications & culture and theatre arts, and a master’s in professional communications from Clark University.
 
Before joining NADO, Dan had just graduated with a master’s in regional planning from UMass Amherst after living and working in the Greater Hartford region as a communications professional. Dan resides in Washington D.C., where he enjoys trying new restaurants, recreational photography, and staying involved in the local music scene as both a musician and supporter.
Olivia holds a bachelor’s degree in urban studies from the University of Pennsylvania and is currently pursuing her master’s in public administration at Columbia University’s School of International and Public Affairs.
 
Prior to beginning her graduate studies, Olivia worked for the Commonwealth of Massachusetts’ Executive Office for Administration and Finance. She first joined the office as a member of the state’s budget team, where she worked on housing, economic development, and education finance, and later served as the agency’s Chief Financial Officer. She relocated to Boston from Washington D.C., where she had worked on legal and regulatory research as an analyst for Mintz Levin and its consulting affiliate M.L. Strategies.
 
Olivia has lived in each of the cities featured in the National Treasure movie and is currently located in New York City, where she spends her time running in Central Park and cleaning up things her cat Franklin knocks over.

Contact Haley Schultheis

Contact Daniel Deutsch

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Andrew Coker joined the NADO team in March of 2023 as a Regional Development Researcher after spending two and a half years as the Regional Economic Resiliency Coordinator at NADO-member organization West Central Arkansas Planning and Development District. 

Now serving at NADO as a Program Manager, Andrew conducts research on the newest economic and community development best practices from Economic Development Districts across the country. He helps produce easily digestible information on complex regional issues through case studies, tip sheets, and research reports. Andrew also hosts training and professional development opportunities including conference sessions and virtual webinars for member regional development organizations.

Andrew holds a bachelor’s degree from Hendrix College and a master’s degree from the University of Arkansas Clinton School of Public Service. He is one of NADO’s three Missouri-based team members and enjoys reading and training for his next triathlon.

Jack Morgan came to the NADO team in 2022 after seven years with the National Association of Counties (NACo) as a Program and Senior Program Manager. Prior to NACo, Jack was a Policy Analyst for Friends of Southwest Virginia. Jack holds a bachelor’s in geography from Emory & Henry College and a master’s in geography from Appalachian State University.

As a NADO Senior Program Manager, Jack leads capacity-building and peer-learning work supporting energy communities in economic transition, regional resilience, and recreation economies. He also helps with the EDA-Austin training program Emerging Leaders.

Jack is certified by the American Institute of Certified Planners (AICP) and is a member of the American Planning Association (APA) in the Regional & Intergovernmental Planning division. He also serves on the Emory & Henry College Alumni Board.

Taking road trips, reading non-fiction, and indulging in top-notch barbecue and coffee round out Jack’s days. He loves maps, mountains, and of course, all things sports.

Kar’ron Grant joined the NADO team in 2023 as Administrative Specialist and is the first face (or voice) you’ll see or hear when reaching out to NADO. As Administrative Specialist, Kar’ron manages our database and coordinates NADO event operations. He ensures members’ needs are met, contact information stays current, and NADO’s office is running efficiently.

Kar’ron came to NADO after four years in the classroom teaching at The New Century School and Old Mill Middle North where he received the Patriot of the Year award. He attended Towson University and the University of Maryland Global Campus and holds a bachelor’s in international studies and humanities.

Visiting art galleries and museums, playing basketball and bowling, and taking in movies and music are some of Kar’ron’s interests and hobbies.

Deputy Executive Director Laurie Thompson has been with NADO for 25 years. Laurie helps keep the NADO and NADO Research Foundation wheels turning through management of the daily operations of the Research Foundation, securing financial resources and overseeing grants management, and helping execute NADO’s Annual Training Conference each year.

Laurie holds a bachelor’s in public affairs and government from Mount Vernon College and a master’s in health services administration from The George Washington University. Prior to NADO, Laurie spent time as a Field Specialist and an Eagle Staff Fund Director at First Nations Development Institute.

When she’s taking a rare reprieve from her NADO work, Laurie enjoys traveling domestically and internationally to visit friends and family.

Jamie McCormick joined the NADO team as a Policy Fellow first in 2019, then moved into her current role as Legislative Associate in 2021. As Legislative Associate, Jamie keeps NADO members apprised of any policy and regulatory issues and communicates NADO’s policy priorities to federal stakeholders and partner organizations. She is also the first stop for members with inquiries on policy issues. The planning and execution of NADO & DDAA’s annual Washington Conference is also managed by Jamie.

Jamie holds a dual bachelor’s in political science and international relations from The State University of New York College at Geneseo and a master’s in international development studies from The George Washington University. In addition to her roles at NADO, Jamie also worked as a Legislative Assistant for the Northeastern Retail Lumber Association.

Outside of her NADO work, Jamie is an active volunteer with the VOLO Kids Foundation and a fundraiser for YMCA youth programs. She is also NADO’s resident baker regularly providing treats for those in NADO’s D.C. office. Traveling, taking her pup on walks, and hiking in the northeast keep Jamie busy. 

Brett Schwartz began at NADO in 2012 as a Research Fellow after earning his J.D. from the University of Baltimore School of Law. The following year, he was promoted to Program Manager and has now been leading as an Associate Director since 2018. Brett is responsible for managing NADO’s Economic Development District Community of Practice (EDD CoP), as well as researching and monitoring the latest trends in regional economic development and resilience, including best practices for the Comprehensive Economic Development Strategy (CEDS). With more than a decade of experience on the NADO team, Brett is a dynamic relationship builder helping connect and build capacity among the national network of regional development organizations.

Brett also holds a bachelor’s degree from Georgetown University and a master’s from Trinity College Dublin, as well as a certificate in mediation training. He’s a member of Catalyst Grantmakers of San Diego and Imperial Counties and was a participant in the 2021-22 Field Trips to the Future Cohort.

Brett is one of NADO’s West Coast team members residing in San Diego, CA where he enjoys spending time outdoors, attending concerts and festivals, and soaking up life as a parent of two young children.  

Communications Manager Katie Allison joined the team in 2023 to lead the strategic communication efforts of NADO. Katie creates and develops print and online materials, communicates NADO’s updates to members via weekly emails, and maintains content for nado.org and NADO’s social media channels. She also works with different departments to generate new ideas and strategies to effectively describe and promote the important work NADO is doing for EDDs and RDOs across the country.

An experienced nonprofit communications professional, Katie has worked for organizations in western North Carolina for nearly a decade. She holds a bachelor’s in communications from Wingate University where she was a four-year student athlete. Katie has also completed Vision Henderson County, a comprehensive leadership development program that promotes informed and committed civic volunteerism.

Katie stays busy trying to keep up with her two young sons whom she enjoys exploring the Blue Ridge Mountains with. Traveling to new and favorite places and cheering on the Atlanta Braves are some of her family’s favorite pastimes.

Senior Program Manager Ciara Ristig has been a member of the NADO team since 2021, and helps with NADO’s EDD Community of Practice, EDD staff capacity building and other grants on a range of subjects, including equity and solar energy. Before NADO, Ciara worked as a Planner for the County of Santa Barbara and an Assistant Project Manager for REM Consult. Ciara holds a bachelor’s in urban studies and French from Bryn Mawr and a master’s in urban studies from Ecole d’Urbanisme de Paris.

When she’s not traveling, you can find her outrigger paddling and serving on the board of the Blue Sky Center in New Cuyama, CA, near her home base of Santa Barbara.

Carrie Kissel has been a member of the NADO team since 2005 when she began as a Research Fellow. She later moved into the roles of Program Manager in 2006, and then Associate Director in 2011. Carrie holds a bachelor’s in anthropology from Ball State University and a master’s in public anthropology from American University. As Associate Director, Carrie oversees NADO’s work in rural transportation and rural wealth creation. She provides technical assistance and support to rural regions on transportation and economic development issues and develops training and peer exchange events on transportation issues and rural wealth creation as an economic development strategy.

Carrie is a member of the Transportation Research Board (TRB) and secretary of TRB’s Rural Transportation Issues Coordinating Council. She is also a member of the American Anthropological Association and the National Association for the Practice of Anthropology.

Reading, gardening, hiking, and kayaking are a few of Carrie’s hobbies, and she organizes a book club in her community.

Melissa Levy has worked at NADO as a Regional Development Researcher since February 2023 and is the Principal Consultant at her own firm specializing in wealth-based economic development consulting. With a career spanning nearly 30 years, Melissa brings a breadth of knowledge to her role as a Regional Development Researcher. Melissa provides in-depth research, coaching, and training on regional economic resilience, rural wealth creation strategies, and economic development.

Melissa is a North American Food Systems Network trained AgriCluster Resilience and Expansion (ACRE) facilitator and a WealthWorks coach, facilitator, and trainer. In addition to her professional work, Melissa serves on the Vermont Urban and Community Forestry Council, on the board of the Hinesburg Community Resource Center, and on the Hinesburg Economic Development Committee.

A true outdoorswoman, Melissa enjoys cross country and downhill skiing, paddleboarding, hiking, biking, and kayaking, as well as yoga, and teaching Tai Chi.

Program Manager Krishna Kunapareddy began her role with NADO in February of 2023 after 14 years of service at Boonslick Regional Planning Commission in Missouri. Krishna manages NADO Research Foundation’s Planning and Environmental Linkages and Center for Environmental Excellence projects. In addition to researching and writing, Krishna also conducts virtual workshops on innovative tools and techniques related to transportation planning.

She holds an undergraduate degree from Andhra University and a master’s from JNT University in India, as well as a master’s in city and regional planning from the University of Texas at Arlington. Krishna is also a certified Smart Cities Academy Practitioner and holds the Location Advantage certificate from geographic information system software company ESRI.

In her spare time, Krishna volunteers with Mentors4College helping high schoolers better plan for their post-high school paths. She is also a dedicated advocate for documented H4 Dreamers.

Krystal DeLeon joined the NADO team in October of 2020 as Database & Grants Manger, but in January of 2022 transitioned to her current role as Operations Manager. Krystal keeps NADO running through behind the scenes work of invoicing, solving any database issues that may arise, producing membership reports, and much more. Her organizational skills and thorough knowledge help the NADO team operate more efficiently across all departments.

Prior to NADO, Krystal was the Conference Services Coordinator for State Services Organization. She is a Certified Meeting Professional (CMP), a licensed realtor, and holds a bachelor’s in psychology from Liberty University. When she’s not keeping NADO’s operations in order, Krystal enjoys running and rock climbing, and adventuring with her husband and son.

Senior Program Manager Bret Allphin joined NADO in April of 2022 bringing with him a wealth of knowledge after a 20-year career with Buckeye Hills Regional Council in Marietta, Ohio. In addition to his bachelor’s in political science and master’s in public affairs, Bret is licensed Geographical Information Systems Professional (GISP). He is NADO’s go-to team member for all things mapping while also supporting members with transportation and economic development technical assistance services.

An avid sports aficionado and former collegiate athlete, Bret enjoys cheering on his Cincinnati Reds, hitting the trails on his mountain bike, and improving his golf game whenever possible. Bret is an involved community member in Marietta dedicating much of his spare time to serving on local nonprofit boards.

Contact Kar'ron Grant

Applications cannot be saved and returned to at a later time. It is recommended you compile all of your information in advance in a word processor and cut and paste into the application below.

2023 Impact Awards

The primary applicant must be a NADO member. Project partners, both NADO and non-members, can be recognized under "Project Partners" below.

Primary Project Contact:
This person will be the designated point of contact for all future awards-related correspondence.

Organization Address

Project Location (if different from Organization Address)

Executive Director

Additional Organizational Information
Please upload your organization's logo which will be included on the winning project award certificate.

Project Information
This title will be printed on the award certificate for winning projects and in all 2022 NADO Impact Award materials and cannot be changed.

Project Summary & Questions
Please craft clear, thoughtful, and engaging responses to the following questions. Use the following sections to tell us how your project has made an impact, such as its use of creative funding mechanisms, efforts to create efficiencies or reduce costs, unique partnership models, and emphasis on building resilience and/or enhancing your region's quality of life.

For award-winning projects, the information provided below may be used verbatim to inform project descriptions that will be published in the 2023 NADO Impact Awards materials and included on the NADO website.

Please submit at least one photo showing your project in action. Please keep file size to a minimum (<2Mb) and use JPEG format. If uploading multiple files, ZIP files prior to submitting. If you have trouble uploading images they can be directly emailed to Brett Schwartz at [email protected]. Include the project title they correspond to in the subject line of your email.

Note: Submitted photos may be used in NADO Impact Awards materials and in other NADO published materials with credit to your organization. Please also consider submitting photos for NADO's 2023 Photo Contest, which will be held this summer.

CLICK THE LINK BELOW TO SUBMIT THE APPLICATION - PLEASE BE PATIENT! IF YOU DO NOT SEE A CONFIRMATION, YOUR APPLICATION WAS NOT RECEIVED.
Your application is not submitted until you are directed to a confirmation page. If you have any questions or are unsure if your application has been submitted, please contact Brett Schwartz at [email protected]

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Joe McKinney serves as Executive Director of the National Association of Development Organizations (NADO). Headquartered in Washington DC, NADO provides advocacy, education, research, and training for the nation’s 500+ regional planning and development organizations.

Joe has thirty-one years of experience having served in city, county, regional, national association, and government management since 1991. He holds a bachelor’s degree in Public Policy Analysis from the University of North Carolina at Chapel Hill and is a candidate for a master’s degree in Public Administration from UNC-Chapel Hill.

McKinney has provided congressional testimony on numerous occasions regarding the importance of regional development organizations in helping shape the nation’s economic growth. He is nationally recognized for promoting innovative solutions in areas such as planning and economic development, workforce development, transportation and transit, and aging services.

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