Workshops

New Dates: Navigating the OMB Super Circular in Milwaukee

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May 1 and 2, 2018
Milwaukee, WI
Two-Day OMB Super Circular Training Conference

Join us in Milwaukee, Wisconsin, on May 1 and 2, 2018, to 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”) and stay in compliance with grants management rules.

Making mistakes with your Federal grants can have serious consequences, ranging from suspensions and costly disallowances to lose of funding and even jail time.  Properly managing Federal grants (whether direct grants or subawards from a state or other pass-through entity) requires a deep understanding of the OMB’s Uniform Grants Guidance (better known as the “Super Circular” or “Omnicircular”).  The Uniform Grants Guidance touches all aspects of Federal grants management, but the Super Circular’s requirements continue to change with periodic amendments to the supposedly “final” rules.  Navigating this evolving framework can be a challenge, but our two-day training in Milwaukee on May 1 and 2, 2018, will help you steer the right course.  “Navigating the OMB Super Circular” will cover the Super Circular’s key requirements, discuss recent grants management developments that could affect you, and identify common compliance issues and describe how you can avoid them.

When you attend this special training, you will learn how to navigate the OMB Super Circular’s requirements, which, in turn, will allow you to better manage your grants and avoid problem areas.  The intensive “Navigating the OMB Super Circular” training, which has been updated and expanded for 2018, will explain the Uniform Grants Guidance and Federal implementing regulations in detail.  During the two-day conference in Milwaukee, you will learn about the following topics:

  • Recent changes to the OMB Uniform Grants Guidance (Super Circular);
  • Current developments affecting Federal grants management;
  • 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 and general rules for charging costs to your Federal grants;
  • Treatment of indirect and direct costs;
  • Special rules for allowability of specific items of cost;
  • Time and effort documentation requirements for personnel costs;
  • Prior “written” approval requirements;
  • Single Audit Act (Subpart F) audit requirements under the OMB Super Circular;
  • Differences between the OMB’s version of the Super Circular (Omnicircular) and awarding agencies’ implementing regulations for the Uniform Guidance;
  • Consequences of fraud, abuse, and other violations of grants management requirements under the Super Circular;
  • Common problems under the Uniform Grants Guidance and how to avoid them; and,
  • Answers to frequently asked questions about the Super Circular (Uniform Grants Guidance) and its implementation.

These issues and more will be explored to provide you with the necessary information to successfully navigate the Super Circular’s major requirements and to update internal policies to remain compliant with current grants standards.  In addition, you will have multiple opportunities during the training in Milwaukee, Wisconsin, on May 1 and 2, 2018, to get your individual Super Circular and grants management questions answered.

LEARN MORE OR REGISTER NOW!  >

Super Circular Training & Cost Principles Deep Dive in Seattle

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April 5 and 6, 2018
Seattle, Washington
Special OMB Uniform Grants Guidance and Cost Principles Training

Learn how to manage grants under the Uniform Grants Guidance (a.k.a. the “Super Circular”) and take a closer look at direct, indirect, and specific cost issues, by attending this special “OMB Super Circular Training & Cost Principles Deep Dive” edition of the Western Grants Forum in Seattle on April 5-6, 2018.

Get answers to your questions about the OMB’s Uniform Grants Guidance (better known as the “Omnicircular” or “Super Circular”) during this exclusive “OMB Super Circular Training & Cost Principles Deep Dive” edition of the Western Grants Forum in Seattle.  The Uniform Grants Guidance has detailed requirements, including cost principles, that govern the management and spending of grant funds.  Failure to follow these rules can lead to costly disallowances and repayment of funds and even loss of your grant funding.  Grant-funded organizations (whether direct grantees, pass-throughs, or subrecipients), therefore, need to understand and adhere to the Super Circular’s requirements.  However, these requirements can be difficult to navigate, and not only did the Uniform Grants Guidance include many changes that grant-funded organizations are still discovering, but the Super Circular has continued to evolve with additional changes since the so-called “final” version was issued.  By attending the unique “Super Circular Training & Cost Principles Deep Dive” edition of the 2018 Western Grants Forum on April 5 and 6, though, you will learn everything that you need to know about the Super Circular’s administrative rules, audit standards, procurement rules, and cost principles, to comply with current grants requirements.  You will also get answers to your nagging questions about grants management and the Super Circular.

During this special, two-day training, you will learn about the Super Circular’s key requirements.  You will learn about the administrative requirements, audit standards, cost principles, and procurement rules, and how they relate to one another.   As part of the training, you will also take a unique “Cost Principles Deep Dive,” to learn more about indirect, direct, and specific costs, and what expenses you are allowed to charge to your grants and subawards.  The topics that you will explore include the following:

  • Administrative requirements under the OMB Super Circular;
  • Unified cost principles under the Uniform Grants Guidance (Super Circular) and issues encountered in navigating the revised cost principles;
  • General rules for allowability;
  • Meanings of reasonableness, necessity, and allocability;
  • 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;
  • Recovery of facilities costs;
  • Equipment and other capital expenditures;
  • Limitations on allowability of specific items of cost;
  • Time and effort reporting requirements;
  • Fringe benefits and employee welfare costs (including “employee morale”);
  • Treatment of travel-related costs;
  • Cost of insurance, losses, and claims;
  • Allowability of training, conferences, and similar costs;
  • Prior written approval requirements;
  • Exceptions to the Uniform Grants Guidance’s cost principles;
  • Effects of recent developments in grants management;
  • Audit standards under the OMB Uniform Grants Guidance (Super Circular);
  • Fighting fraud, waste, and abuse; and,
  • Answers to frequently asked questions about the cost principles.

This “OMB Super Circular Training & Cost Principles Deep Dive” edition of the Western Grants Forum in Seattle on April 5 and 6 will discuss these important issues and more to help you successfully navigate the Super Circular’s rules and stay in compliance with grants requirements.  In addition, you will also have multiple opportunities throughout both days to ask and get answers to your individual questions about grants management under the cost principles and the Super Circular generally.

LEARN MORE OR REGISTER NOW!  >

Navigating the OMB Super Circular in Columbus, Ohio

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March 27 and 28, 2018
Columbus, OH
Full, Two-Day OMB Uniform Grants Guidance Training

Learn how to safely navigate the OMB Super Circular’s key administrative requirements, cost principles, and audit standards, in Columbus, Ohio, on March 27 and 28, during this exclusive, two-day training, featuring an updated curriculum for 2018.

Are you putting your grants at risk? The OMB’s Uniform Grants Guidance (better known as the “Super Circular” or “Omnicircular”) touches all aspects of Federal grants management, and failure to follow the Uniform Grants Guidance can result in serious compliance issues, including disallowances, suspensions, and even loss of your grant funding.  The Uniform Grants Guidance and agency implementing regulations have imposed new requirements for grant-funded organizations and changed numerous pre-existing rules, including administrative requirements, cost principles, and audit standards; adding to the complications, these requirements continue to change.  Navigating this evolving framework can be difficult, but our two-day training in Columbus, Ohio, on March 27 and 28, 2018, will help you set the right course.  The training will explain for you the Super Circular’s key requirements, discuss recent developments that could affect you in 2018, and identify common compliance issues and describe how you can avoid them.

By attending this special conference, you will learn how to navigate the OMB Super Circular’s requirements to better manage your grants and stay away from problem territory.  During the intensive “Navigating the OMB Super Circular” training, which has been updated and expanded for 2018, you will learn about the Uniform Grants Guidance and Federal implementing regulations in detail.  Among the topics that you will explore are:

  • Recent changes to the OMB Super Circular (Uniform Grants 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 (Subpart F) 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;
  • Common problems under the Uniform Grants Guidance and how to avoid them; and,
  • Answers to frequently asked questions about the Super Circular (Omnicircular) and its implementation.

The conference will discuss these topics and more to provide you with the information necessary to successfully navigate the Super Circular’s major requirements as well as to update internal policies to comply with current grants requirements.  You will also have ample opportunities during both days of the Columbus, Ohio, training on March 27 and 28, 2018, to ask and get answers to your questions about the Super Circular and grants management.

LEARN MORE OR REGISTER NOW!  >

Fourth Annual Head Start Health & Safety Institute in Dallas

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March 8 and 9, 2018
DoubleTree by Hilton Dallas Campbell Centre
Dallas, TX

Learn about recent changes affecting Head Start and Early Head Start health and safety requirements and how to avoid common compliance problems and implement a high-quality program that meets health, safety, facilities, and transportation standards during this special, two-day Institute in Dallas, Texas, on March 8 and 9, 2018.

Are health and safety top priorities for your Head Start or Early Head Start agency? For years, health, safety, transportation, and facilities-related issues have been among the most common reasons for deficiencies and serious findings for Head Start and Early Head Start programs, and the Office of Head Start has placed a special emphasis on these common, problem areas.  That focus has not changed under the revised Head Start Program Performance Standards or the new Aligned Monitoring System 2.0 (which has been introduced for the 2018 Fiscal Year).  When you attend the Fourth Annual Head Start Health & Safety Institute in Dallas on March 8 and 9, 2018, you will learn not just about the rules that programs must follow under the revised Performance Standards and the Head Start Act, but also how to implement best practices and respond to recent developments affecting health, safety, facilities, and transportation requirements, all while avoiding common deficiencies and other compliance problems.

The curriculum for the Fourth Annual Health & Safety Institute has been updated and revised for 2018 to incorporate recent changes ranging from the new Aligned Monitoring System 2.0 to updated facilities guidance.  During the Institute’s two full days, you will learn about Head Start and Early Head Start health and safety issues in detail, including:

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

In addition to discussing these key health and safety topics and more, you will also have multiple opportunities over both days of the Institute to ask and get answers to your individual questions about Head Start and Early Head Start health, safety, transportation, and facilities requirements.  Help your Head Start or Early Head Start program comply with critical health, safety, transportation, and facilities-related requirements, by attending this unique Institute in Dallas on March 8 and 9, 2018.

LEARN MORE OR REGISTER NOW!  >

Fourth Annual Head Start Fiscal Integrity Institute in New Orleans

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March 1 and 2, 2018
Hampton Inn and Suites by Hilton, Convention Center
New Orleans, LA

Help your Head Start or Early Head Start agency implement and maintain sound fiscal management policies that will enhance the program while also preventing costly deficiencies and disallowances by attending this exclusive, two day Head Start Fiscal Integrity Institute in New Orleans, Louisiana, on March 1 and 2, 2018.

A deep commitment to fiscal integrity is more important than ever to the success of every Head Start and Early Head Start agency.  Recent developments, including allegations of fiscal impropriety and implementation of the new Aligned Monitoring System 2.0 with its different approach to fiscal monitoring, mean that agencies must remain vigilant to ensure continued compliance with fiscal integrity requirements in 2018.  Aside from these developments, programs also still face challenges with the new Head Start Program Performance Standards as well as recent amendments to the OMB Uniform Grants Guidance (found in HHS Part 75) and updates to internal control and audit standards.  When you attend the Fourth Annual Head Start Fiscal Integrity Institute in New Orleans on March 1 and 2, 2018, you will not only learn how to effectively implement fiscal management requirements for Head Start and Early Head Start but also stay up-to-date on current developments affecting Head Start fiscal management, including the impact of the new Aligned Monitoring System 2.0.

This annual training features a revised and updated curriculum for 2018 with an emphasis on hot topics and common problem areas to help programs stay ahead of the curve and in compliance with fiscal integrity standards and best practices.  During this special, two-day Institute, you will explore Head Start and Early Head Start fiscal integrity issues in detail, including:

  • Identifying and avoiding common fiscal management problem areas;
  • Navigating fiscal integrity monitoring under the new Aligned Monitoring System 2.0;
  • Implementing fiscal management requirements under the revised Head Start Program Performance Standards and HHS Part 75 (the Uniform Grants Guidance);
  • Maintaining an adequate fiscal management system;
  • Developing a compliant recordkeeping and retention system to support effective fiscal management;
  • Identifying and minimizing fraud, waste, and abuse;
  • Understanding and following rules for direct and indirect costs;
  • Complying with Head Start program income rules and fundraising guidance;
  • Meeting Head Start match requirements (including requirements related to in-kind contributions);
  • Understanding recent fiscal management guidance;
  • Documenting time and effort properly and related personnel cost issues;
  • Ensuring compliance with Head Start procurement standards and avoiding questions costs;
  • Implementing effective and sound internal controls;
  • Preparing for success under the Single Audit Act (Subpart F) and responding to issues; and,
  • Understanding and addressing the consequences of noncompliance with fiscal management requirements.

The Institute will discuss these topics and more to provide you with the critical information about Head Start and Early Head Start fiscal integrity requirements needed to ensure that your program has a sound fiscal management system and avoids problems.   There will also be extensive opportunities throughout both days of the Fourth Annual Head Start Fiscal Integrity Institute in New Orleans on March 1 and 2, 2018, for you to get answers to your individual questions about Head Start and Early Head Start fiscal management.

LEARN MORE OR REGISTER NOW!  >