OMB Circulars, Davis-Bacon and Head Start Issues

Training for Grant-Funded Programs

November 16-18, 2010 | Columbus, OH | 888.876.4992

Why Attend

Financial management and funding are the two most important areas facing federally funded programs. It is important that agencies be in compliance with federal administrative requirements and cost principles. This requires an organization to be committed to understanding the regulations and the importance of being in compliance with them. Organizations out of compliance risk losing their grants, having grant funding reduced, or the potential for having to repay disallowed costs.

Wipfli’s nonprofit experts have been presenting the highest quality of training for more than 40 years. Participants declare Wipfli training “empowering," “outstanding," “meaningful," “invaluable” and “relevant.” At this training, Denes Tobie, Janet Johnson and Deron Kling will provide you with an in-depth training relating to financial management and administration, and practical ways to apply the most current information to your program operations.

Note: If interested in attending the two days of OMB Circulars only, please call 888.876.4992.

Trainers

Denes Tobie, CPA
Partner | Nonprofit and Government Practice | Wipfli LLP

Janet Johnson, CPA
Senior Manager | Nonprofit and Government Practice | Wipfli LLP

Deron Kling
Senior Manager | Nonprofit and Government Practice | Wipfli LLP

Training Seminar Outline

Day 1: Administrative Requirements by Denes Tobie and Janet Johnson
After an introduction and discussion of the laws and regulations, there will be a discussion of the administrative requirements (OMB Circular A-110, 45 CFR Part 74, and the Common Rule, 45 CFR Part 92). We'll review all of the administrative requirements (how a program operates), and focus on these key areas:

• Standards for financial management systems and internal controls
• Procurement
• Property and equipment
• Program income
• Budget revisions

This includes applicable requirements from the HHS Grants Policy Statement Manual.

Day 1: Optional Evening Q&A
Here's your opportunity to talk with Wipfli's experts and get answers to your specific questions in a casual setting.

CPE credits for day one: 7.5 credits*

Day 2 Morning: Cost Principles by Denes Tobie
The cost principles cover the costs that a grant-funded program can charge to federal grant awards. General principles, allowable costs, unallowable costs, and costs that require prior approval will be discussed. We’ll also discuss all changes (A-122 for NPOs and A-87 for units of government). This session will also include a discussion of various allowable costs issued from the HHS Grants Policy Statement manual.

Day 2 Afternoon: Cost Allocation by Janet Johnson
Costs incurred by an organization in connection with programs are eligible charges against grants and contracts. Whether these costs are incurred by the program itself, or another program that provides supportive services to the program, they are allowable if the costs are necessary for the efficient conduct of the grant or contract. This session will focus on direct and indirect cost allocation. We’ll discuss and clarify policies that apply to funds that are used in collaboration with other funding sources. Cost allocation plans should be simple and straightforward, and we’ll give you some suggestions for ways to accomplish this. We’ll also suggest ways to allocate your costs to help your agency run efficiently and effectively.

CPE credits for day two: 7.5 credits*

Day 3 Morning - select one of these two sessions:

Head Start Governance by Denes Tobie
There are provisions in the Head Start Reauthorization that make numerous changes to the governance structure and to the responsibilities of both the Governing Board and Head Start Policy Council. We will review Head Start governance, including the provisions for composition, reporting requirements, and power, functions, and roles for the Governing Board and Policy Council.

Weatherization Assistance Program and the Davis-Bacon Act by Deron Kling
On June 1, 2009, the Department of Labor issued an advisory stating that employees of nonprofit Community Action Agencies performing Weatherization construction activities funded by ARRA are subject to the provisions of the Davis-Bacon Act. During this session, we will discuss the requirements of the Davis-Bacon Act, including definitions, paperwork requirements, wage determinations, required contract clauses, fringe benefits, situations where Davis-Bacon does not apply, audit requirements, and more.

Day 3 Afternoon - select one of these two sessions:

Head Start Current Issues by Denes Tobie
There is more happening today in Head Start than ever before. We will focus on the important changes and ways to implement policies and procedures to comply with new requirements. We will also provide practical ways to help your program survive and prosper. Any changes that may occur before the training will also be covered.

Davis-Bacon Compliance Toolkit by Deron Kling
Wipfli offers a Davis-Bacon Compliance Toolkit designed to help organizations address and prepare for compliance requirements surrounding the use of stimulus money for funding their Weatherization programs. This toolkit includes a detailed, step-by-step Compliance Checklist to walk you through our suggested best practices from planning and preliminary work to implementation. If your Weatherization program is utilizing stimulus money, don't miss this session! Note: the Toolkit is not included in the registration fee, but will be offered to attendees at a discounted rate.

CPE credits for day three: 6 credits*

• Register

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Daily Schedule

Registration Fee

Register by October 29, 2010 for these Early Bird Rates:

• $745 per person - 1 to 4 participants from the same organization
• $695 per person - 5 or more participants from the same organization

Register after October 29, 2010 and pay $795 per participant.

Note: If interested in attending the two days of OMB Circulars only, please call 888.876.4992.

GFP Internet Service Subscribers automatically receive an additional $25 discount per person!

Registration fees include:

• Up to 21 hours of training in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
• Comprehensive training manual.
• Refreshment breaks.

Cancellation Policy:
Cancellations made after October 29, 2010 will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization or transfer your registration fee to a future seminar without penalty. Participants who register but neither attend or cancel are liable for their full registration fee. Call 888.876.4992 for questions about this policy.

Hotel Information

Hyatt on Capitol Square
75 East State Street | Columbus, OH 43215
P: 614.228.1234
Make Reservations Online

Group Rate: $109 single/double if reserved by October 25, 2010.

You must make your own room reservation directly with the hotel. Mention group name "Wipfli" to assure getting the group rate. Please contact the hotel for transportation information.

*National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Compliants regarding registered sponsors may be addressed to the national Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417or by visiting www.nasba.org.

Field of Study: Specialized Knowledge and Applications. Instructional Delivery: Group-Live. Course Level: Basic. Prerequisites: None. Advance Preparation: None. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888.876.4992.