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.
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.
March 8 and 9, 2018
DoubleTree by Hilton Dallas Campbell Centre
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.
July 20 and 21, 2017
Dallas Addison Marriott Quorum by the Galleria
Dallas, TX (Hotel deadline is July 5!)
Intensive, Two-Day OMB Super Circular Training Opportunity
Attend “Managing Grants under the OMB Super Circular” in Dallas, Texas, on July 20 and 21, 2017, to learn about the latest developments affecting grants management and how to manage grants effectively under the Uniform Grants Guidance (a/k/a the Super Circular) while avoiding common compliance issues.
The requirements of the OMB’s Uniform Grants Guidance (more commonly called the “Super Circular”) create challenges throughout the entire grant life cycle, and these challenges continue to evolve along with the Super Circular. Effectively managing your grants requires not just knowledge of the Super Circular but also an understanding of how the Super Circular’s rules affect each phase of the grant life cycle. This special, two-day training in Dallas will explain for you the Super Circular’s key requirements at each point in the grant life cycle from beginning to end. In addition, the training will go beyond the basics to address common problems encountered by grantees and how to avoid them as well as the effects of recent legislative, policy, and legal developments on grants management practices. Regardless of whether your organization is a direct grantee, pass-through entity, or subrecipient, you must know and follow the latest rules and requirements under the Super Circular to remain in compliance with funding source expectations, avoid enforcement actions (including termination of your grant funding), and enjoy a healthy grant life cycle. By attending the Super Circular training in Dallas on July 20 and 21, you will learn how to navigate the Uniform Grants Guidance to better manage your grants and avoid costly compliance problems.
This special two-day training will explain the Super Circular’s key requirements throughout the grant life cycle, from the pre-award phase to performance to close outs and audits, plus everything in between. The topics that you will explore include the following:
- Major rules that you must follow under the Uniform Grants Guidance (Super Circular);
- Administrative requirements under the Super Circular, including:
- Fiscal management requirements;
- Internal control standards;
- Payment requirements;
- Property management standards;
- Revised record retention requirements; and,
- Changes to funding source remedies;
- Procurement requirements and challenges in implementation;
- Requirements for making and managing subawards;
- Unified cost principles under the Super Circular, including:
- Direct costs;
- Indirect costs;
- De minimis indirect cost rate; and
- Specific items of cost;
- Time and effort reporting requirements;
- Requirements of the Federal Awardee Performance Integrity and Information System (FAPIIS);
- Funding source remedies and enforcement actions;
- Closing out grants and recent developments affecting the close out process;
- Single Audit Act (Subpart F) audits, reporting, and resolution under the Uniform Guidance; and,
- Common compliance problems and how to avoid them.
The conference will discuss these topics and more to provide you with the information that you need to stay in compliance with grant requirements. You will also have ample opportunities during both days to ask and get answers to your Super Circular and grants management questions.
March 31 and April 1, 2016
Residence Inn San Antonio – Alamo Plaza
San Antonio, TX
Detailed, Two-Day OMB Super Circular Training
You are probably aware that the major Federal grant awarding agencies have issued regulations to implement the Office of Management and Budget’s uniform guidance for administrative requirements, cost principles, and audits for Federal grants, which includes amendments made by the OMB for 2016. The guidance (commonly called the “Super Circular” or “Omnicircular”), and the Federal agency implementing regulations, provide a new framework for managing Federal grants and subgrants. Despite the goal of uniformity, the OMB’s final guidance contained differences from earlier versions, and Federal grant awarding agencies included deviations from the OMB’s version of the Super Circular in their implementing regulations. In addition, since issuing the so-called “final” guidance, the OMB has made amendments to the Super Circular for 2016. All non-Federal entities (pass-throughs, grantees and subrecipients) need to understand this new framework and conform their own policies and procedures to the current versions of the Super Circular and awarding agency implementing regulations to remain in compliance with Federal requirements. By attending this conference, you will receive in-depth explanations of what the Super Circular and the awarding agency implementing regulations mean for Federal grantees and subgrantees so that your organization can remain in compliance with grant requirements.
Over the course of two days in San Antonio, you will learn about the Super Circular (Omnicircular) and implementing regulations in detail, including:
- Changes from the proposed OMB guidance to the final guidance and amendments for 2016;
- Differences between the previous administrative standards and new standards under the Super Circular, including:
- New procurement and property management standards,
- Changes to fiscal management requirements,
- New internal control standards,
- Revised records retention requirements,
- Changes to closeouts and later adjustments, and
- Changes to funding source remedies;
- Revisions to the cost principles, including:
- Changes to treatment of indirect costs,
- Changes to specific items of cost,
- New requirements for personnel costs, and
- Prior approval requirements;
- Changes to Single Audit Act (formerly Circular A-133) audit requirements under the OMB Super Circular (Omnicircular);
- Differences between the OMB’s version of the Super Circular and awarding agencies’ implementing regulations for the Super Circular (Omnicircular); 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 not only with the detailed information necessary to understand the requirements of the OMB’s uniform guidance (the Super Circular) and the Federal awarding agencies’ implementing regulations but also the information necessary to update internal policies and procedures to comply with the current grant requirements in 2016.