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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.

 

Attention

The FY19 Procurement System Review (PSR) Workshop in San Francisco will be held on June 6-7, 2019, immediately following the FMO Workshop. To register for the PSR Workshop, please go to the PSR Registration Site.

 

LOCATION


Sheraton Fisherman's Wharf Hotel

2500 Mason Street

San Francisco, California 94133

USA

https://www.marriott.com/hotels/travel/sfosi-sheraton-fishermans-wharf-hotel/

415-362-5500


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 May 18, 2019; please make your reservations as soon as possible to guarantee the per diem rate.

Registration closes on Tuesday, May 28, 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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View Event Policies & FAQs

DOCUMENTS FOR DOWNLOAD


FINANCIAL MANAGEMENT OVERSIGHT WORKBOOK FILES

Files for Download:

Please download the files in advance of attending one of the FMO workshops. Bandwidth in the meeting room may not be sufficient to download large files.

 

DRAFT AGENDA


Tuesday, June 4, 2019

8:30 AM - 9:00 AM

FTA Circular 4220.1F

8:30 AM - 9:00 AM

Opening Remarks/Introductions and Course Objectives

9:00 AM - 9:30 AM

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

9:00 AM - 9:45 AM

Recipient Regulatory Environment

9:30 AM - 10:00 AM

Cost Principles

9:45 AM - 10:30 AM

Financial Management System (FMS) Guidance

10:00 AM - 10:15 AM

Break

10:15 AM - 11:00 AM

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

10:30 AM - 10:45 AM

Break

10:45 AM - 11:45 AM

FMO Process/FMO Controls

11:00 AM - 12:00 PM

Indirect Costs

11:45 AM - 1:00 PM

Lunch

12:00 PM - 1:00 PM

Lunch

1:00 PM - 1:45 PM

CASE STUDY – High Risk Area #5 (TBD)

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)

1:45 PM - 2:30 PM

CASE STUDY – High Risk Area #6 (TBD)

2:15 PM - 3:00 PM

FTA Circular 5010.1E, continued

2:30 PM - 2:45 PM

Break

2:45 PM - 3:15 PM

CASE STUDY – High Risk Area #7 (TBD)

3:00 PM - 3:15 PM

Break

3:15 PM - 3:45 PM

CASE STUDY – High Risk Area #8 (TBD)

3:15 PM - 4:00 PM

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

3:45 PM - 4:00 PM

Wrap-up/Q&A/Evaluations

4:00 PM - 4:30 PM

FTA Circular 5010.1E, concluded

4:30 PM - 4:30 PM

Day One Wrap-Up

Wednesday, June 5, 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

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