Navigating the OMB Super Circular in Orlando

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September 26 and 27, 2019
Orlando, FL
Two-Day Uniform Grants Guidance Training

Our popular “Navigating the OMB Super Circular” training returns! Learn how to safely navigate the major administrative requirements, cost principles, and audit standards of the Office of Management and Budget’s Uniform Guidance (better known as the “OMB Super Circular”) when you join us in Orlando, Florida, on September 26 and 27, 2019.

The Uniform Grants Guidance (or Super Circular) touches all aspects of Federal grants management, and failure to follow the Uniform Grants Guidance can result in serious compliance issues, including disallowances and even loss of grant funding.  However, navigating this complex framework can be difficult, but our two-day training in Orlando will help you set the right course.  Regardless of whether your organization is a pass-through entity, grantee, or subrecipient, you need to understand the Super Circular’s requirements and ensure that your organization’s policies and practices comply with the Uniform Guidance.  The “Navigating the OMB Super Circular” conference on September 26-27, 2019, will explain the important administrative rules, cost principles, and audit requirements, that comprise the Uniform Guidance, and how to implement them.  In addition, our revised curriculum will also discuss recent and proposed changes affecting the Super Circular and grants management to keep you up-to-date with current requirements and expectations. 

By attending this special, two-day training opportunity in Orlando, you will learn how to better manage your grants while avoiding the most common compliance issues.  This updated training will provide detailed explanations of the Uniform Grants Guidance’s key requirements for all types of grant-funded organizations, including nonprofits, colleges and universities, hospitals, tribal organizations, and units of government.   When you attend the “Navigating the OMB Super Circular” training conference in Orlando, you will learn about the following topics:

  • Recent and proposed changes affecting the OMB Super Circular (Uniform Guidance);
  • Administrative standards under the Super Circular;
  • Procurement and property management standards;
  • Fiscal management requirements;
  • Internal control standards;
  • Records retention requirements;
  • Closeouts and later adjustments;
  • Funding source remedies and enforcement actions;
  • Revised cost principles;
  • Treatment of indirect and direct costs;
  • Special rules for specific items of cost;
  • Time and effort documentation for personnel costs;
  • Prior approval requirements;
  • Single Audit Act (formerly Circular A-133) audit requirements under the OMB Super Circular;
  • Differences between the OMB’s version of the Super Circular 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; and,
  • How to avoid common problems under the Uniform Grants Guidance.

The conference will discuss these topics and more to provide you with the information necessary to navigate the Super Circular’s major requirements and to make sure that your organization and its policies are in compliance with current grants requirements.  You will also have ample opportunities during both days of the “Navigating the OMB Super Circular” training to get answers to your individual questions about the OMB’s Uniform Guidance and grants management.  Make plans today to join us in Orlando on September 26-27, 2019!

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Western Grants Forum 2019 in Anaheim, California

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April 2 and 3, 2019
DoubleTree by Hilton Anaheim Convention Center Hotel
Anaheim, CA

Master the OMB’s Super Circular! Make sure that you are staying up-to-date with the latest grants management requirements, including the Uniform Grants Guidance (a/k/a the “OMB Super Circular”), by attending the Western Grants Forum 2019 in Anaheim, in the heart of sunny Southern California, on April 2 – 3, 2019.

This last year has been challenging for many Federal grantees and subrecipients.  Among the biggest challenges was avoiding distractions (including the government shutdown) while remaining in compliance with the requirements of the Uniform Grants Guidance (better known as the “OMB Super Circular”).  To help grant-funded organizations like yours meet these challenges, the special theme of the Western Grants Forum 2019 is “Mastering the OMB Super Circular.”  When you attend Western Grants Forum 2019 in Anaheim, you will learn about the Super Circular’s key rules and how to ensure compliance with the Uniform Grants Guidance.  This year’s agenda includes a deep dive into the procurement standards, one of the most confusing areas for grant-funded entities, and the conference will also examine the lessons learned from the government shutdown and how your organization can become “shutdown proof.”  Make plans to join us in Southern California on April 2 – 3, 2019, to learn how to master the OMB Super Circular.

Western Grants Forum 2019 will discuss the key grants management rules under the Uniform Grants Guidance (a/k/a “Super Circular”) as well as looking at recent developments and the steps that grantees can take to “shutdown proof” their programs.  By attending the conference, you can ensure that you are up-to-date with current grants requirements.  During this special two-day training on April 2 – 3, 2019, you will explore the following topics and more:

  • Effects of the recent government shutdown and the lessons to be learned;
  • Recent and possible changes under the Uniform Grants Guidance (Super Circular) and other grants management developments;
  • Top compliance challenges for grantees and subrecipients under the Uniform Grants Guidance (Super Circular);
  • Administrative requirements under the Uniform Grants Guidance;
  • Fiscal management and internal control requirements;
  • Cost principles under the Uniform Grants Guidance (Super Circular);
  • Limitations on allowability of specific items of cost;
  • Managing grant-acquired and improved property;
  • Relationship between the procurement rules and the cost principles;
  • Time and effort reporting requirements;
  • Involving board members and officers in effective fundraising;
  • How to make your organization “shutdown proof”;
  • Audit standards under the Uniform Grants Guidance;
  • Procurement standards and best practices under the Uniform Grants Guidance (Super Circular); and,
  • Answers to frequently asked grants management questions.

Not only will you receive detailed information about Federal grants management requirements and current developments when you attend Western Grants Forum 2019, you will also have multiple opportunitiesto ask and get answers to your individual questions.  Join us in Anaheim, California, on April 2 and 3, 2019, to learn how to better manage grants under the Uniform Grants Guidance (a.k.a. the “OMB Super Circular”).

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Managing Grants under the Uniform Grants Guidance in Charleston, SC

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February 26 and 27, 2019
Francis Marion Hotel
Charleston, SC

Are you putting your grant funding at risk? Learn how to manage your Federal grants in compliance with the administrative requirements, cost principles, and audit standards of the OMB’s Uniform Grants Guidance (a/k/a the “Super Circular”) during our two-day training in Charleston, South Carolina, on February 26-27, 2019.

The Office of Management and Budget’s Uniform Grants Guidance (popularly known as the “OMB Super Circular,” the “Omnicircular,” or simply the “UGG”) touches all aspects of grants management, and failure to follow its requirements can result in serious compliance problems and even loss of your grant funding.  Regardless of whether your organization is a pass-through entity, grantee, or subrecipient, you need to understand the Super Circular’s requirements and conform your organization’s practices to the Uniform Grants Guidance and funding source regulations.  This special, two-day conference will not only explain for you the grants management requirements under the Uniform Grants Guidance, but will also go beyond the basics to address recent legislative, policy, and legal developments, to help you stay up-to-date on current grants requirements.  By attending the “Managing Grants under the Uniform Grants Guidance” training in Charleston on February 26 and 27, 2019, you will learn how to comply with the Uniform Grants Guidance, better manage your grants, and avoid common problems.

During this intensive training, you will learn about the Uniform Grants Guidance’s key requirements across the entire grant life cycle, from the pre-award phase to performance to close-outs and audits, plus everything in between.  Over the course of two days, you will learn how to safely navigate the OMB Super Circular.  Just some of the topics that you will explore are:

  • Recent changes to the Uniform Grants Guidance (OMB Super Circular);
  • Major rules that you must follow under the Uniform Grants Guidance;
  • Administrative standards under the Super Circular;
  • Procurement and property management standards;
  • Fiscal management requirements;
  • Internal control standards;
  • Records retention requirements;
  • Close-outs and later adjustments;
  • Funding source remedies and enforcement actions;
  • Revised, unified cost principles under the Uniform Grants Guidance;
  • Treatment of direct and indirect costs (including the de minimis indirect cost rate);
  • Special rules applicable to specific items of cost;
  • Time and effort reporting requirements for personnel charges;
  • Prior approval requirements;
  • Single Audit Act (Subpart F) audit standards;
  • Consequences of fraud, abuse, and other violations of the Uniform Grants Guidance’s requirements;
  • Common problems under the Uniform Grants Guidance and how to avoid them; and,
  • Answers to frequently asked questions about the Uniform Grants Guidance (Super Circular) and its implementation.

The conference will discuss these topics and more to provide you with the information necessary to remain in compliance with current grants requirements.  In addition to learning how to navigate the Uniform Grants Guidance to stay in compliance with grants requirements, you will also have ample opportunities over both days of the conference to ask and get answers to your questions about the OMB Super Circular and grants management when you attend the “Managing Grants under the Uniform Grants Guidance” training in Charleston South Carolina, on February 26 and 27, 2019.

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Fifth Annual Head Start Fiscal Integrity Institute in San Antonio

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February 21 and 22, 2019
Hotel Valencia (on the River Walk)
San Antonio, TX

Make sure that your Head Start or Early Head Start agency is keeping its eyes firmly on the money while understanding the program’s complex fiscal management requirements by attending the Fifth Annual Head Start Fiscal Integrity Institute in the heart of San Antonio, Texas, on February 21-22, 2019.

Fiscal management is not only a focus area for the Office of Head Start but remains a challenging area for Head Start and Early Head Start agencies.  Common challenges include on-going changes to the OMB’s Uniform Grants Guidance (as codified in HHS Part 75), the steady evolution of Federal audit requirements, annual updates to the new Aligned Monitoring System 2.0, and lingering questions about the effect of the revised Performance Standards.  Adding to the pressure is the continued scrutiny of financial management policies, procedures, and practices by the Office of Head Start.  In short, programs need to keep their eyes on the money.  When you attend the Fifth Annual Head Start Fiscal Integrity Institute in San Antonio on February 21 and 22, 2019, you will learn not only how your Head Start or Early Head Start agency can meet these challenges and withstand the Office of Head Start’s scrutiny but stay atop the fiscal management performance charts.

The curriculum has been updated and revised for the fifth installment of this annual Institute with an emphasis on recent changes and emerging issues in fiscal management for Head Start and Early Head Start programs in 2019.  During this exclusive, two-day training, you will learn about the key areas and requirements for Head Start and Early Head Start fiscal integrity in detail, including:

  • Meeting fiscal management requirements under the Head Start Program Performance Standards and HHS Part 75 (the Uniform Grants Guidance);
  • Navigating fiscal monitoring under the latest version of the Aligned Monitoring System 2.0;
  • Establishing an adequate fiscal management system;
  • Maintaining sufficient documentation (recordkeeping) to support effective fiscal management;
  • Implementing meaningful internal controls;
  • Understanding and following rules for direct and indirect costs;
  • Following Head Start rules and guidelines for program income and fundraising;
  • Satisfying Head Start match requirements (including requirements related to in-kind contributions);
  • Implementing a compliant procurement system;
  • Understanding recent fiscal management guidance;
  • Ensuring sound fiscal management to avoid questioned costs and disallowances;
  • Preparing for Single Audit Act (Subpart F) audits; and,
  • Understanding how to identify and avoid common fiscal integrity issues.

The Institute will discuss these topics and more to provide you with the key knowledge needed to make sound financial management decisions and remain in compliance with Head Start and Early Head Start fiscal integrity rules.  You will also have ample opportunities to ask your individual questions about Head Start and Early Head Start fiscal management during the Fifth Annual Head Start Fiscal Integrity Institute in San Antonio on February 21 and 22, 2019.

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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.

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