Grants Training from The Private Client Law Group

Training Solutions for Nonprofits and Grant-Funded Entities

Overview

A new year and a new administration bring new challenges.  Make sure that you understand not only the Super Circular's key requirements but that you also have the most up-to-date information about changes and recent developments.  Grants management requirements both under the OMB's Uniform Guidance (commonly called the Super Circular) and, in general, continue to evolve.  The OMB has already made amendments to the Super Circular; challenges in implementing the Super Circular are still being found; the new audit requirements are now in effect (with accompanying changes to the audit guidance and Audit Compliance Supplement); and legal and legislative actions are affecting grants management.  In this environment, staying in compliance with grants requirements means staying up-to-date on recent Super Circular and grants management developments.  By attending this special, two-day Boston area event, you can stay current and compliant while learning about the Super Circular's key requirements as well as recent changes and related grants management developments. 

When

March 28, 2017 (Tuesday)
8:00 AM EDT (On-site Check-in)
8:30 AM EDT (Morning Session)
12:00 PM EDT (Lunch Break)
1:30 PM EDT (Afternoon Session)
4:30 PM EDT (Adjourn For Day)

March 29, 2017 (Wednesday)
8:00 AM EDT (On-site Check-in)
8:30 AM EDT (Morning Session)
12:00 PM EDT (Lunch Break)
1:30 PM EDT (Afternoon Session)
4:30 PM EDT (Adjourn)

Where

Boston Marriott Quincy
1000 Marriott Drive
Quincy, MA 02169
 

 
Driving Directions 

Pricing

To promote interaction and preserve a small-group learning environment, registration opportunities are limited for this two-day conference.  A special "Early Bird" price of just $499 per person is available through February 28, 2017.  After the Early Bird deadline, the regular price for the OMB Super Circular Training and Federal Grants Management Update 2017 is $549 per person for the two-day conference

Registration "at the door" will not be available for the workshop.  You must register in advance.

Contact

R. Brian Tipton, Esq.
The Private Client Law Group
75 Fourteenth Street, Suite 2200
Atlanta, GA 30309

404-974-3484
btipton@tpclg.com

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OMB Super Circular Training and Federal Grants Management Update 2017

March 28 and 29, 2017

Boston Area (Quincy, MA)

Learn the Super Circular's Key Requirements and Keep Current on Changes Affecting the Super Circular and Federal Grants Management Requirements

 

You probably already know that the implementation of the OMB's uniform guidance for administrative requirements, cost principles, and audit standards for Federal grantees, marked the start of a new era in grants management.  The Uniform Grants Guidance (better known as the Super Circular or Omnicircular), and the major Federal awarding agencies' implementing regulations, provide a new framework for managing grants and subgrants that continues to evolve.  Despite the goal of "uniformity," the Federal awarding agencies included deviations from the OMB's version of the Super Circular in their regulations, and the OMB has made revisions to the Super Circular since publishing the supposedly "final" version.  More changes are expected in 2017 with the new year and a new administration.  All non-Federal entities (pass-throughs, grantees and subrecipients) need to understand this new framework and recent changes to remain in compliance with Federal requirements.  By attending this exclusive Boston area training, you will receive in-depth explanations of what the Super Circular and recent developments in grants management mean for grantees and subgrantees in 2017--including what has changed, what is changing, and what to expect going forward. 

During the two-day OMB Super Circular Training and Grants Management Update, you will learn about the Super Circular's key requirements and recent amendments, challenges in implementing the Uniform Guidance, and current legal, legislative, and policy developments affecting Federal grants.  Just some of the topics that you will explore are: 

  • Key requirements under the Super Circular (Uniform Guidance) and amendments;
  • Administrative requirements under the Super Circular, including:
    • Procurement and property management standards;
    • Fiscal management requirements;
    • New internal control standards;
    • Revised records retention requirements;
    • Changes to closeouts and later adjustments; and,
    • Changes to funding source remedies;
  • Unified cost principles under the Super Circular and issues encountered in navigating the new cost principles, including:
    • Changes to indirect costs;
    • Changes to specific items of cost;
    • New requirements for time and effort reporting for personnel costs; and,
    • Prior approval requirements.
  • Requirements of the Federal Awardee Performance Integrity and Information System (FAPIIS);
  • Effect of recent legislation and court and administrative decisions on Federal grants;
  • Requirements for risk management in the award and management of grants and subgrants;
  • Single Audit Act (Subpart F) audits, reporting, and resolution under the Uniform Guidance; and,
  • Impact of a new administration on grants management policies and procedures; and,
  • Answers to frequently asked questions about the Super Circular (Omnicircular) and its implementation.

The OMB Super Circular Training and Grants Management Update will discuss these topics and more to provide you with the latest information you need to understand current Federal grants requirements and to update your own policies and procedures to stay in compliance in 2017.  You will also have ample opportunities to ask and get answers to your Super Circular and grants management questions.

AGENDA

This two-day conference is scheduled to be held at the Boston Marriott Quincy on March 28 and 29, 2017. The planned agenda for each day is as follows:

Day One (Tuesday, March 28, 2017)

8:00 A.M. - On-site Conference Check-in
8:30 A.M. - Session I:  Introduction to Federal Grants Management
10:00 A.M. - Morning Break
10:15 A.M. - Session II:  Legal, Legislative, and Policy Issues and Recent Developments
12:00 P.M. - Lunch Break
1:30 P.M. - Session III:  Pre-Award Considerations for Awards and Subawards
3:00 P.M. - Afternoon Break
3:15 P.M. - Session IV:  Administrative Standards and Award Performance
4:30 P.M. - Adjourn (Day One)

Day Two (Wednesday, March 29, 2017)

8:00 A.M. - On-site Conference Check-in
8:30 A.M. - Session V:  Procurement and Property Management Rules
10:00 A.M. - Morning Break
10:15 A.M. - Session VI-A:  Super Circular Cost Principles and Implementation Challenges
12:00 P.M. - Lunch Break
1:30 P.M. - Session VI-B:  Super Circular Cost Principles and Implementation Challenges
3:00 P.M. - Afternoon Break
3:15 P.M. - Session VII:  Single Audit Act Audits and the Compliance Supplement
4:30 P.M. - Adjourn (Conference)

OUTCOMES AND OBJECTIVES

By attending this two-day Boston area training, you will learn about the Super Circular's major requirements, amendments to the Uniform Guidance, and other important developments affecting Federal grants management.  After attending the conference, you will be able to:

  • Identify the key areas of emphasis for awarding agencies in implementing the OMB Super Circular and how those affect compliance concerns for grantees and subgrantees;
  • Explain recent court and administrative decisions as well as legislative activity and how those affect grants management;
  • List the major administrative requirements under the Super Circular;
  • Identify the most significant challenges faced in implementing the revised procurement standards in the Super Circular;
  • List the key features of FAPIIS and related risk management efforts under the Super Circular relative to the award and management of grants and subgrants;
  • Distinguish the differences between the prior time and effort reporting requirements and the new standards under the OMB Super Circular;
  • Identify the unified cost principles and the challenges in implementing them and explain the key differences between the current, unified cost principles and the previous cost principles;
  • Identify the changes to Single Audit Act audits and the audit reporting and resolution process under Subpart F of the Super Circular; and,
  • List the revisions to the most recent Single Audit Act Compliance Supplement.

AUDIENCE

Whether you are new to the world of Federal grants or are an experienced grants professional, the conference will provide useful information to assist you in fulfilling your grants management responsibilities.

REGISTRATION

Early birds get the discount! Registration is just $499 per person through February 28, 2017 and just $549 per person after the Early Bird period.  Cancellations before February 28, 2017, are subject to a $25 administrative fee, and all cancellations on or after February 28, 2017 (but before March 6, 2017) are subject to a $125 administrative fee.  Refunds will not be issued for cancellations on or after March 6, 2017.  In lieu of cancellations, registrants may substitute another participant from his or her organization at no charge.  Registration does not include lodging or transportation; you are responsible for making your own hotel and transportation reservations.  Space is extremely limited, and registrations will be processed on a first-come-first-served basis.

CONFERENCE HOTEL

The conference will take place at the Boston Marriott Quincy, which is located in historic Quincy (birthplace of John and John Quincy Adams) near local dining and shopping.  In addition to being easily accessible by car, the hotel is less than a mile from the Red Line, making downtown Boston a short train ride away.  Rooms are available for special conference rates starting at $149 per night (plus tax) for March 27 through 29 and may be offered for additional dates, subject to hotel availability.  Hotel reservations can be made by calling 1-800-228-9290 or 1-617-472-1000.  Please ask for the special rate for the "OMB Super Circular Training."  Reservations can also be made on-line by clicking here for the reservations page.  The room reservation cut-off date is March 6, 2017 (or until the block is exhausted). Because of the small number of rooms available, we advise making your reservations as soon as possible.

ABOUT THE SPEAKER

R. Brian Tipton is a practicing attorney with more than fifteen years' experience working with nonprofits, governmental units, and other grant-funded organizations across the United States.  Currently, Brian is Managing Director with The Private Client Law Group, P.C., in Atlanta, where he heads the firm's tax-exempt and grant-funded solutions practice.  He is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University.  Brian regularly represents grant-funded entities of all types in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation.  Brian also consults with organizations on governance, human resources, programmatic, and corporate matters, and develops and presents training programs for nonprofits and grant-funded organizations.