Grants Training from The Private Client Law Group

Training Solutions for Nonprofits and Grant-Funded Entities

Overview

Are your grants headed for dangerous territory? Grants management challenges and the requirements of the OMB's Uniform Grants Guidance (better known as the Super Circular or the Omnicircular) continue to evolve.  The 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.  This two-day conference in sunny San Diego, California, will explain for you in detail the grants administrative requirements, cost principles, and audit standards under the Super Circular, including recent changes.  You will also learn about common compliance issues and how to avoid them.  By attending the training, you will learn how to navigate the OMB Super Circular's key requirements and keep your grants away from dangerous and on safe ground.

When

September 21, 2017 (Thursday)
8:00 AM PDT (On-site Check-in)
8:30 AM PDT (Morning Session)
11:30 AM PDT (Lunch Break)
1:00 PM PDT (Afternoon Session)
4:30 PM PDT (Adjourn For Day)

September 22, 2017 (Friday)
8:00 AM PDT (On-site Check-in)
8:30 AM PDT (Morning Session)
12:00 PM PDT (Lunch Break)
1:30 PM PDT (Afternoon Session)
4:30 PM PDT (Adjourn)

Where

Marriott Courtyard San Diego Downtown
530 Broadway
San Diego, CA 92101
 

 
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 August 31, 2017.  After the Early Bird deadline, the regular price of $549 per person will apply for the Navigating the OMB Super Circular training.

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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Navigating the OMB Super Circular 

September 21 - 22, 2017

San Diego, California

Learn to safely navigate the OMB Super Circular's key administrative requirements, cost principles, and audit standards

 

Are your grants headed for trouble? Grants management has entered a new territory of increased accountability under the Office of Management and Budget's Uniform Grants Guidance (more commonly known as the "Super Circular" or Omnicircular").  The Uniform 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.  With the Super Circular, the OMB has created a different framework for managing Federal grants that continues to evolve, with the most recent amendments occurring just this May.

Navigating this evolving framework can be difficult, but our two-day training in San Diego will help you set the right course.  Not following the Super Circular can result in serious compliance problems, including 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 Guidance and funding source regulations.  Our San Diego training will explain for you the Super Circular's key requirements, discuss recent developments that could affect you, and identify common compliance issues and explain how you can avoid them.  By attending this exclusive training on September 21 and 22, 2017, 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 two-day "Navigating the OMB Super Circular" course, you will learn about the Uniform Grants Guidance and Federal implementing regulations in detail.  The topics that you will explore include:

  • 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 (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;
  • 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 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 to ask and get answers to your questions about the Super Circular and grants management.

AGENDA

The "Navigating the OMB Super Circular" training conference in San Diego, California, is scheduled for two days.  The planned agenda for each day is as follows:

Day One (Thursday, September 21, 2017)

8:00 A.M. - On-site Conference Check-in (and Breakfast)
8:30 A.M. - Session I: Background Principles and Recent Developments
9:30 A.M. - Morning Break
9:45 A.M. - Session II: Pre-award Considerations
11:30 A.M. - Lunch Break
1:00 P.M. - Session III-A: Administrative Standards
2:30 P.M. - Afternoon Break
2:45 P.M. - Session III-B:  Administrative Standards (Continued)
4:30 P.M. - Adjourn (Day One)

Day Two (Friday, September 22, 2017)

8:00 A.M. - On-site Conference Check-in (and Breakfast)
8:30 A.M. - Session IV: Property Management and Procurement
10:15 A.M. - Morning Break
10:30 A.M. - Session V-A: Cost Principles
12:00 P.M. - Lunch Break
1:30 P.M. - Session V-B:  Cost Principles (Continued)
3:00 P.M. - Afternoon Break
3:15 P.M. - Session VI: Audits and Related Issues
4:30 P.M. - Adjourn (Conference)

OUTCOMES AND OBJECTIVES

By attending this two-day conference in San Diego, California, you will learn about the grants management requirements of the OMB Super Circular and the major Federal grant awarding agencies' implementing regulations.  After attending the conference, you will be able to:

  • Explain the grants management framework put in place by the OMB Super Circular (Omnicircular) and the Federal awarding agencies' implementing regulations;
  • List the major administrative requirements under the Super Circular;
  • Distinguish between contractor and subrecipient relationships and identify the rules that apply to each type of relationship;
  • Outline the requirements for procurement of goods and services using grant funds;
  • 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 explain the key differences between the current, unified cost principles and the previous cost principles; and,
  • Identify changes to Single Audit Act audits and the audit reporting and resolution process.

AUDIENCE

Both emerging and seasoned administrators and professionals of varying specialties within the grant-funded community will benefit from attending.  The instructional level for this training is overview/update.  There are no prerequisites for attendance.

REGISTRATION

Early birds get the discount! Registration for the Navigating the OMB Super Circular conference is just $499 per person through August 31, 2017, and just $549 per person after the Early Bird period.  Cancellations through August 4, 2017, are subject to a $25 administrative fee, and all cancellations after August 4, 2016 (but before August 31, 2017) are subject to a $125 administrative fee.  Refunds will not be issued for cancellations on or after August 31, 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.

At the door registration will not be available for this conference.  You must register in advance.  Please bring your event "ticket" or registration confirmation with you to speed your on-site check-in on the morning of September 21, 2017.  Check-in will begin at 8:00 A.M.  The morning session will start promptly at 8:30 A.M.

CONFERENCE LOCATION

The "Navigating the OMB Super Circular" training will be held at the Marriott Courtyard San Diego Downtown, one of the top-rated hotels in San Diego. The Courtyard is conveniently located next to the famous Gaslamp Quarter and a short distance from other major attractions as well as the airport. Rooms are available for a special conference rate starting at the government per diem of $149 per night (plus tax).  (Appropriate government employee/government official identification may be required at check-in.)  The special rate is available for September 20 through 22, 2017, and may be offered for additional nights subject to hotel availability.  Hotel reservations can be made on-line by clicking here for the reservations page.  Reservations can also be made by calling 1-800-321-2211 and requesting the special rate for "The PrIvate Client Law Group."  The room reservation cut-off date is August 31, 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.