Federal Grants Update and OMB Super Circular Training in San Antonio

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December 13 and 14, 2018
Hilton Palacio del Rio (on the River Walk)
San Antonio, Texas
Once-a-Year Federal Grants Training Opportunity!

Stay up-to-date with critical developments affecting Federal grants management, including changes related to the Uniform Grants Guidance (a.k.a. the “OMB Super Circular”), by attending the annual Federal Grants Management Update and Super Circular Training in San Antonio, Texas, on December 13-14, 2018.

When you attend this year’s Federal Grants Management Update and Super Circular Training, you will learn how to better manage your grants under the Office of Management and Budget’s Uniform Grants Guidance (more commonly known as the “OMB Super Circular”), while staying up-to-date on the latest regulatory, legal, accounting, and policy developments affecting grants management.  Held since 2015, the annual Federal Grants Update provides up-to-date information about Federal grants management requirements for all types of grant recipients and subrecipients (whether nonprofits, institutions of higher education, hospitals, tribal entities, or unites of government) throughout the United States.  This year’s update will feature a procurement deep dive in addition to explanations of the latest legal, fiscal, and policy developments, including recent changes to the Super Circular’s requirements.  Help ensure that your organization stays up-to-date and in compliance with Federal grants rules by making your plans today to join your fellow grants management professionals for the Federal Grants Update 2018 in San Antonio on December 13 and 14. 

The Federal Grants Management Training and Super Circular Update will discuss recent developments for both new and experienced grants professionals as well as explaining major requirements under the Super Circular for those new to grants management and for those simply wanting a refresher.  The special procurement standards deep dive that will conclude this year’s update is just one of the many topics that will be covered over the conference’s two full days.  During the Federal Grants Update 2018, you will learn about important grants management issues and changes, including the following:

  • Current developments in grants management under the Uniform Grants Guidance (a.k.a. the Super Circular);
  • Major requirements under the OMB Super Circular’s administrative rules, cost principles, and audit standards;
  • Procurement standards and best practices under the Uniform Grants Guidance, including recent changes to the procurement rules;
  • Methods of procurement under the Uniform Grants Guidance, their significant features (and differences), and when to use them;
  • Fiscal management standards and related financial management issues for grant recipients and subrecipients;
  • Common allowability issues under the cost principles;
  • Management and disposition of property acquired or improved with grant funds;
  • Employee welfare costs (including the elimination of “employee morale”);
  • Effects of tax reform on grant-funded organizations;
  • Fiscal management issues for non-financial personnel;
  • Strategies to diversify funding streams;
  • Engaging the governing body in financially successful fundraising activities;
  • Impact of recent legislation, court cases, and administrative decisions, on Federal grantees and grants management;
  • Internal control requirements for grant-funded entities;
  • Recent accounting and auditing changes affecting grantees; and,
  • Answers to frequently asked questions about the OMB’s Super Circular.

In addition to learning about these critical grants management topics and more, you will also have multiple opportunities to ask our speakers your individual Super Circular and grants management questions.  Register today for this year’s edition of the Federal Grants Management Update and Super Circular Training in San Antonio, Texas, on December 13-14, 2018, to learn how to comply with current grants requirements under the Super Circular and avoid costly compliance issue.

LEARN MORE OR REGISTER NOW!  >

Annual Head Start ERSEA Institute in Charleston

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December 4 and 5, 2018
Francis Marion Hotel
Charleston, South Carolina

By attending the Head Start ERSEA Institute in Charleston on December 4-5, 2018, you will learn how to comply with the Eligibility, Recruitment, Selection, Enrollment, and Attendance (or “ERSEA”) requirements in the Head Start Act and Program Performance Standards, implement best practices for ERSEA, and avoid common problems related to ERSEA.

Make sure that your Head Start or Early Head Start program has the keys to Eligibility, Recruitment, Selection, Enrollment, and Attendance (“ERSEA”) success.  Recently, the Office of Head Start renewed its commitment to full program enrollment and has made grantee compliance with the ERSEA rules in the Head Start Act and revised Program Performance Standards a priority.  In fact, ERSEA is the foundation for program operations under the Head Start Performance Standards.  All Head Start and Early Head Start agencies must understand and implement these important requirements.  By attending the second annual Head Start ERSEA Institute in Charleston on December 4 on 5, 2018, you will learn about the ERSEA requirements and ensure that you possess the full set of ESREA keys to a successful Head Start or Early Head Start program.

The curriculum for this special, two-day Institute has been revised for 2018 to include discussion of recent developments, such as the Office of Head Start’s new enrollment initiative, as well as ERSEA fundamentals.  During the Institute, you will explore Head Start and Early Head Start Eligibility, Recruitment, Selection, Enrollment, and Attendance topics in detail, including:

  • Eligibility rules for Head Start and Early Head Start (including Migrant and Seasonal programs) under the Head Start Act and the Head Start Program Performance Standards;
  • Emphasis on providing services to homeless children and other vulnerable populations;
  • Eligibility verification requirements under the Performance Standards;
  • Recordkeeping and privacy rules for Head Start and Early Head Start;
  • Relationship between ERSEA and planning requirements;
  • Transitions between Early Head Start and Head Start as well as school;
  • Early Head Start services for pregnant women;
  • Developing an effective recruitment strategy;
  • Attendance requirements under the revised Program Performance Standards;
  • Suspension and expulsion rules for Head Start and Early Head Start programs;
  • Reserving enrollment opportunities;
  • Requirements for filling vacancies under the Head Start Performance Standards;
  • General approach to ERSEA under the Head Start Program Performance Standards;
  • Lessons from Head Start and Early Head Start monitoring; and,
  • Common ERSEA issues and how to avoid problems.

The second annual Head Start ERSEA Institute in Charleston will discuss these topics and other critical information about ERSEA requirements and best practices to make sure that your Head Start or Early Head Start agency has the keys to programmatic success.  In addition, when you attend the Institute on December 4 and 5, 2018, you will also have multiple opportunities across both days to ask your individual questions about Eligibility, Recruitment, Selection, Enrollment, and Attendance.

LEARN MORE OR REGISTER NOW!  >

More Dates: Navigating the OMB Super Circular in Denver

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October 11 and 12, 2018
Denver, CO
Two-Day Uniform Grants Guidance Training

By popular demand, we have added more dates for our “Navigating the OMB Super Circular” training! Learn how to safely navigate the key administrative requirements, cost principles, and audit standards, under the Office of Management and Budget’s Uniform Grants Guidance (a.k.a. the “Super Circular”) in Denver, Colorado, on October 11-12, 2018.

Make sure that your organization is in compliance with current grants management rules by attending this special edition of “Navigating the OMB Super Circular.”  The OMB’s Uniform Grants Guidance (more commonly called the “Super Circular” or the “Omnicircular”) created a new framework for managing Federal grants and subawards.  However, the Super Circular was never intended to be static, and the Uniform Grants Guidance has undergone revisions and additions since its initial publication and continues to change.  Navigating these evolving requirements is difficult, but failure to meet the Super Circular’s standards (even unintentionally) can have serious consequences for you and your organization.  Noncompliance can result in repayment of grant funds, loss of grant funding, ineligibility for future awards, and criminal prosecution.  However, our two-day training in Denver on October 11 and 12, 2018, will help you and your organization stay on the right path and avoid the major pitfalls in managing grants and subgrants under the Uniform Grants Guidance.  During “Navigating the OMB Super Circular,” we will explore the Super Circular’s grants management requirements, discuss recent grants management developments and how they affect you, and identify potential problems and explain how you can prevent them.

By attending this special, two-day training opportunity in Denver, you will learn how to better navigate the OMB Super Circular’s complex requirements and avoid common compliance issues.  This updated training will provide detailed explanations of the Uniform Grants Guidance’s key rules for all types of grant-funded organizations, including nonprofits, colleges and universities, hospitals, tribal entities, and state and local government.  At the “Navigating the OMB Super Circular” training conference in Denver, you will learn about the following topics:

  • Changes to the OMB Super Circular and what grantees need to do to stay in compliance;
  • Recent developments in the field of grants management;
  • Administrative standards under the Uniform Grants Guidance;
  • Unified cost principles under the Super Circular and rules for charging costs to Federal grants;
  • Financial management system standards;
  • Internal control requirements;
  • Procurement and property management standards, including changes to the micro-purchase and small purchase limits;
  • Records retention and access rules;
  • Grant closeouts and later adjustments;
  • Funding source remedies and enforcement actions;
  • Differences between indirect and direct costs;
  • Special rules for allowability of certain items of cost under the revised cost principles;
  • Time and effort documentation standards;
  • Prior “written” approval requirements;
  • Single Audit Act audit requirements under Subpart F (formerly OMB Circular A-133) of the OMB Super Circular;
  • Key differences between the OMB’s Super Circular (Omnicircular) and awarding agencies’ implementing regulations for the Uniform Grants Guidance;
  • Consequences of fraud, abuse, and other violations of grants management requirements under the Super Circular;
  • Answers to frequently asked questions about the Uniform Grants Guidance; and,
  • Common compliance issues under the Uniform Grants Guidance and how to avoid them.

The “Navigating the OMB Super Circular” training will look at these issues and more to give you the up-to-date information about grants requirements that you need to manage your Federal grants and subawards more effectively, whether your organization is a direct grantee, subrecipient, or pass-through entity.  You will also have multiple opportunities during both days (October 11 and 12, 2018) of the Denver training to ask and get answers to your individual questions about the OMB’s Uniform Grants Guidance and grants management, generally.

LEARN MORE OR REGISTER NOW!  >

Head Start: Focus on Health & Safety in San Diego

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September 18 and 19, 2018
Marriott Courtyard Downtown
San Diego, CA

Join us in beautiful San Diego to learn more about effectively implementing Head Start and Early Head Start health, safety, facilities, and transportation requirements, during the Third Annual Head Start Governance and Management Institute on September 18 and 19, 2018.  This year’s Institute will have an exclusive “Focus on Health and Safety.”

You asked for more training on Head Start and Early Head Start health and safety topics, and we listened! Our annual Governance and Management Institute will take an in-depth look at health, safety, facilities, and transportation issues for 2018 to help you avoid common problems while implementing a high-quality program.  Health, safety, transportation, and facilities issues have been among the leading causes for deficiencies and significant noncompliance findings for many years now.  In fact, the Office of Head Start has increasingly focused on these major problem areas, and this emphasis on health and safety shows no sign of changing.  By attending the Head Start Governance and Management Institute:  Focus on Health and Safety in San Diego, California, on September 18 and 19, 2018, you will learn how to implement best practices to avoid deficiencies and other compliance issues while staying up-to-date on recent developments affecting health, safety, facilities, and transportation requirements.

The Institute has a fully updated and revised curriculum for 2018 to reflect the special “Focus on Health and Safety,” with a look not just at the requirement in the Performance Standards and Head Start Act but also the new Aligned Monitoring System 2.0 and updated facilities guidance from the Office of Head Start.  During the two full days of this year’s Institute, you will take an in-depth look at Head Start and Early Head Start health and safety issues, including:

  • Meeting health and safety requirements under the Head Start Program Performance Standards and Head Start Act;
  • Preparing for monitoring under the Aligned Monitoring System 2.0 framework;
  • Implementing health services (including health status, nutrition, and mental health);
  • Complying with health and safety standards for different program options (including center-based, home-based, and family child care);
  • Avoiding common yet critical environmental health and safety issues;
  • Integrating Caring for Our Children Basic and related best practices in program policies and practices;
  • Implementing active supervision;
  • Complying with Life Safety Code requirements;
  • Meeting requirements for child supervision and appropriate discipline;
  • Implementing the transportation standards under the Performance Standards and best practices for safely transporting Head Start and Early Head Start children;
  • Identifying risks related to health, safety, and transportation;
  • Implementing an effective ongoing monitoring system; and,
  • Addressing the consequences of noncompliance and successfully responding to issues.

In addition to discussing these important health and safety topics, you will also have ample opportunities on both days of the Head Start Governance and Management Institute:  Focus on Health and Safety to get answers to your pressing questions about health, safety, transportation, and facilities requirements.  Make sure that your Head Start or Early Head Start program is in compliance with health, safety, transportation, and facilities requirements, by attending the Focus on Health and Safety training in San Diego on September 18 and 19, 2018.

LEARN MORE OR REGISTER NOW!  >

Eastern Grants Forum in Philadelphia

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August 16 and 17, 2018
Philadelphia, PA
Special OMB Uniform Grants Guidance and Cost Principles Training

Attend the Eastern Grants Forum 2018 in Philadelphia on August 16-17, 2018, to learn how to comply with the Uniform Grants Guidance (a.k.a. the “Super Circular”) and how to charge costs to your Federal grants and subawards the right way.

Avoid costly mistakes with your federal grants and subawards by registering today and attending the Eastern Grants Forum 2018 in Philadelphia from August 16 through 17, 2018.  The Office of Management and Budget’s Uniform Grants Guidance (better known as the “Omnicircular” or the “Super Circular”) contains complex rules that dictate how grants are managed and how grant funds can be spent.  These include administrative requirements, procurement standards, cost principles, and audit standards.  Failure to follow these key grants management rules can result in enforcement actions ranging from disallowances to termination of your grant funding and can even lead to criminal prosecution.  However, not only can the Super Circular’s requirements be difficult to understand and to implement, but the requirements also regularly change with amendments to the Uniform Grants Guidance and the passage of new legislation.  When you attend the Eastern Grants Forum 2018, though, you will learn what you need to know about the Uniform Grants Guidance’s requirements (including an expanded “Cost Principles Deep Dive”) to satisfy current grants rules and prevent problems with your grant funding.

The Eastern Grants Forum 2018 will explain in detail the Super Circular’s key provisions, including the administrative requirements and the single audit standards, to help you better manage your grant awards and subawards.  This year’s edition of the Eastern Grants Forum will also take a special, deeper look at the cost principles and procurement standards under the Uniform Grants Guidance.  Topics to be covered during the two-day grants training include:

  • Administrative requirements under the Uniform Grants Guidance;
  • Unified cost principles under the Super Circular;
  • General rules for cost allowability;
  • Meaning of reasonableness, necessity, and allocability, in relation to costs;
  • Direct and indirect cost fundamentals and negotiation of indirect cost rates;
  • Changes affecting indirect costs (including the de minimis indirect cost rate, requirements for subawards, and extension of current rates);
  • Procurement rules and the relationship to the cost principles;
  • Special rules for allowability of specific items of cost (including facilities, equipment, and capital expenditures);
  • Time and effort reporting requirements;
  • Employee welfare costs (including the transformation of “employee morale”);
  • Treatment of travel-related costs and best practices for travel policies ;
  • Allowability of training, conferences, and similar costs;
  • Prior written approval requirements;
  • Major exceptions to the cost principles;
  • Effects of recent developments in grants management;
  • Audit standards under the Uniform Grants Guidance and the Single Audit Act;
  • Combatting fraud, waste, and abuse in grant-funded programs; and,
  • Answers to frequently asked questions about grants management.

In addition to learning about these topics and more, you will also enjoy multiple question and answer sessions across both days of the conference to ask and get answers to your individual questions about the Super Circular, direct and indirect costs, and grants management generally.  Register today and make your plans to join us in Philadelphia on August 16 and 17, 2018, for this special edition of the Eastern Grants Forum, featuring a detailed “Cost Principles Deep Dive,” as well as discussions of administrative requirements, procurement rules, and audit standards.

LEARN MORE OR REGISTER NOW!  >