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INTRODUCTION


Financial Management Oversight

The FMO workshops are conducted in order to assist grantees in enhancing and refining their financial management systems to meet the standards established by 2 CFR Part 200 and Part 1201 “Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards,” and other FTA and Federal regulatory requirements.


Participants will be provided with exercises and case studies patterned after actual FMO reviews. Attendees will include Regional Office staff members, FTA FMO contractors, and public transit agency staff.


MEETING LOCATION


Courtyard Philadelphia Downtown aka The Notary Philadelphia Downtown

21 North Juniper Street

Philadelphia, Pennsylvania 19107

USA

https://www.marriott.com/hotels/travel/phldc-courtyard-philadelphia-downtown/

215-496-3200


ADDITIONAL INFORMATION


Please be sure to read the Event Policies & FAQs!

Information on hotel reservations, parking, directions, workshop materials, registration deadlines, refreshments, and organizer contact information are provided in the Event Policies & FAQs link in the Registration section.

Should you not receive a confirmation email, please check your spam filter.

The confirmation email contains information on making hotel reservation. The cut-off for reservations is July 8, 2019; please make your reservations soon to guarantee the per diem rate.

Registration closes on Tuesday, July 23, 2019. There is no need to download and print out a ticket; your name will be recorded on the registration list.

REGISTRATION


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DRAFT AGENDA


Tuesday, July 30, 2019

8:30 AM - 9:00 AM

Opening Remarks/Introductions and Course Objectives

9:00 AM - 9:45 AM

Recipient Regulatory Environment

9:45 AM - 10:30 AM

Financial Management System (FMS) Guidance

10:30 AM - 10:45 AM

Break

10:45 AM - 11:45 AM

FMO Process/FMO Controls

11:45 AM - 1:00 PM

Lunch

1:00 PM - 1:45 PM

FTA Circular 5010.1E

1:45 PM - 2:15 PM

CASE STUDY – High Risk Area #1 (Actual FFR Exercise)

2:15 PM - 3:00 PM

FTA Circular 5010.1E, continued

3:00 PM - 3:15 PM

Break

3:15 PM - 4:00 PM

CASE STUDY-High Risk Area #2 (Satisfactory Continuing Control)

4:00 PM - 4:30 PM

FTA Circular 5010.1E, concluded

4:30 PM - 4:30 PM

Day One Wrap-Up

Wednesday, July 31, 2019

8:30 AM - 9:00 AM

FTA Circular 4220.1F

9:00 AM - 9:30 AM

CASE STUDY – High Risk Area #3 (Procurement Controls pt 1)

9:30 AM - 10:00 AM

Cost Principles

10:00 AM - 10:15 AM

Break

10:15 AM - 11:00 AM

CASE STUDY – High Risk Area #4 (Allowability of Costs)

11:00 AM - 12:00 PM

Indirect Costs

12:00 PM - 1:00 PM

Lunch

1:00 PM - 1:45 PM

CASE STUDY – High Risk Area #5 (TBD)

1:45 PM - 2:30 PM

CASE STUDY – High Risk Area #6 (TBD)

2:30 PM - 2:45 PM

Break

2:45 PM - 3:15 PM

CASE STUDY – High Risk Area #7 (TBD)

3:15 PM - 3:45 PM

CASE STUDY – High Risk Area #8 (TBD)

3:45 PM - 4:00 PM

Wrap-up/Q&A/Evaluations

DOCUMENTS FOR DOWNLOAD


FINANCIAL MANAGEMENT OVERSIGHT Workbook Files

The following documents are available for download:

  • Workshop Agenda
  • FY19 Financial Management Oversight Workbook
  • Workshop Presentation

The agenda, Financial Management Oversight Workbook, and workshop slides are available for download at the following link:

https://www.thecollaborative.com/workshops/fmo/

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