All Economic Development Districts (EDDs) receive federal grant funds from various agencies include the U.S. Department of Commerce Economic Development Administration (EDA), U.S. Department of Agriculture (USDA), U.S. Department of Housing and Urban Development (HUD), U.S. Small Business Administration (SBA) and many others. The way these funds are managed by the recipients varies from agency to agency, but all federal grants are subject to the requirements established by the Office of Management and Budget (OMB). In turn, federally funded grantees must also adhere to these requirements. Through the Code of Federal Regulations (CFR), OMB has outlined specific requirements that grantees must follow. From procurement to indirect cost rate negotiations to records retention to audits to cost allowability and much more, federal grantees need to be familiar with the guidelines set forth in 2 CRF, Part 200 to assure compliance.
While most program managers do not need to fully immerse themselves in the details of 2 CFR, Part 200, they should have a basic understanding of the requirements to be sure they are managing federal funds appropriately. This toolkit is designed to provide basic information related to OMB’s grants management requirements as of June 2023. It is important to note that the guidelines are updated from time to time.
Since 2014, federal grants and subgrants have been governed by a comprehensive federal policy document that has become known as the “Uniform Guidance. OMB required all federal grant making agencies to adopt it in its entirety. Because the Uniform Guidance contains most all the rules for administering, accounting for, and auditing of federal awards, it is critical that those on a grantee’s administrative staff take a “deep dive” into the document. But it is also important that staff who have programmatic responsibilities and even governing body members have an awareness of the requirements in order to avoid mistakes that can result in cost disallowances and even harm the organization’s reputation. This presentation provides a “quick immersion” into the key requirements that you may need to know or communicate to others.
The US Office of Management and Budget’s (OMB) “Uniform Guidance” included efforts to clarify indirect cost recovery. Input from federal grantees about the burden of negotiating indirect cost rates compounded by some federal awarding agencies and pass-through entities restricting or denying the negotiated rates was a source of frustration among many grantees. Despite their positive efforts, some of those recovery problems continue to surface. This presentation discussions options that grantees have for assuring that their indirect costs are recognized and recovered.
Most federal grantees have considerable experience with audits performed under the Single Audit Act of 1984 (as amended). Based on the dollar level of federal funds expended during an organization’s fiscal year, the single audit’s objectives are to examine financial accuracy, design and operation of internal controls, and comply with laws and regulations that could have a “direct and material” effect on federal grant claims. The federal guidance on the subject, contained in the “OMB Compliance Supplement” is directed to independent auditors using terminology and references that are unfamiliar to most non-accountants. This slideshow helps improve your audit readiness by “translating” those sources, identifying the compliance requirements likely to be tested in your single audit, and alerting you to how your auditor will conduct that testing.
The massive amounts of federal assistance made available under the Coronavirus Assistance Relief and Economic Stability (CARES) Act and the American Rescue Plan Act (ARPA) have ratcheted up federal government concerns about grant accountability. Congress reflected these concerns by significantly increasing the budgets of the federal inspectors general whose jobs are to prevent and detect fraud, waste, and abuse in federal programs. The independent auditors who conduct those audits get their instructions from the Compliance Supplement, a hefty audit guide issued annually by the U.S. Office of Management and Budget. The Supplement identifies the grant requirements that must be tested and suggests ways for the auditors to determine compliance. This presentation drills down on the sections of the Supplement that affect federal programs that most RDOs administer and demonstrates how to be audit ready in this highly charged grant audit environment.
The American Rescue Plan Act (APRA) includes the $350 billion State and Local Fiscal Relief Fund which distributes federal assistance to all states, tribal governments, and general purpose local governments nationwide. While RDOs do not receive a direct allocation themselves, their member governments do. There are a number of ways that RDOs may become involved with Fiscal Relief Funds: being a subrecipient of funds transferred from a direct recipient; being a paid contractor providing services to a direct recipient; or being a provider of technical assistance helping direct recipients to administer their allocation. Performing any of these roles requires a basic knowledge of ARPA requirements and of the resources available to manage these relationships. This presentation helps you gain that up-to-date knowledge.
Purchasing with Federal Grant Funds: Proper Procedures and Allowable Costs, explains the purchasing methods that are acceptable when spending federal grant funds and demonstrates how to justify and document the costs of the most common goods and services you buy to support your awards.
Playing Well with Others: Effective Collaboration in all Directions encourages and supports examination of your Regional Development Organization’s existing “vertical and lateral” relationships and identifies federal policies that can be used to fashion sensible and effective alternatives.
This webinar distills the requirements for recovery of indirect costs contained in federal regulations and demonstrate in easy-to-grasp terms how a resulting indirect cost rate is obtained and used while planning and executing your federally grant-funded projects and programs. Bernadette Grafton, Program Analyst, Performance and National Programs, U.S. Economic Development Administration (EDA), joins Bob to talk about EDA’s approach to Indirect Cost.
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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.
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. Before that Ryan worked with one of NADO’s member organizations Buckeye Hills Regional Council (BHRC) as a Broadband Coordinator and then as a Program Manager, where he led Ohio’s Southeast Regional Digital Inclusion Alliance, managed BHRC’s State and Federal Appalachian Regional Commission programs, and worked 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.)
Regional Development Researcher Andrew Coker joined the NADO team in March of 2023 after spending two and a half years as the Regional Economic Resiliency Coordinator at West Central Arkansas Planning and Development District. Andrew holds a bachelor’s degree from Hendrix College and a master’s degree from the University of Arkansas Clinton School of Public Service.
At NADO, 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 is one of our 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.
Karron 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, Karron 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.
Karron 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 Karron’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.
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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.