Cost Principles Deep Dive

This year’s deep dive will examine the cost principles under the Uniform Grants Guidance (a/k/a the “OMB Super Circular”). The cost principles determine what costs are allowable and, thus, can be charged to an organization’s awards and subawards. Failure to understand and follow the Super Circular’s cost principles can have serious consequences, including costly disallowances as well as loss of current and future grant funds. During this two-part deep dive you will learn the key requirements of the Uniform Guidance’s cost principles so that your organization can avoid common problems. This first part will focus on the general cost principles and the concepts of direct and indirect costs (including indirect cost rates and related rules).




Be a Social Entrepreneur

In today’s uncertain environment it is more important than ever to create new revenue streams. As grant-funded organizations, we help empower our communities and our clients to become self-sufficient. Isn’t it time that grantees and subrecipients take some of our own advice? Join the WiseCAP team as they share real world experiences from a 12-year adventure in Social Enterprise. They will reveal both their wins and losses so that your organization will know what to do (and not to do).

After participating in this workshop, you will be able to: understand the importance of aligning social enterprise with the your mission; begin develop of new revenue streams based on the organization’s core strengths, and, look for passion in others to lead the venture to success.








Managing LEADERship

Continuous improvement is integral to success in all types of organizations. Basic tools of quality assurance, waste elimination, and problem solving will be reviewed to improve customer relations and teamwork. We will discuss ideas and techniques for applying lean and six-sigma principles in grant-funded organizations.

In this session, you will learn how to create more value for your customers while eliminating waste and defects and will leave with tools that you can use. After participating in this workshop, you will be able to: understand the principles of thinking lean, identifying waste, and common barriers; use tangible ideas and tools that will add value to programs and agencies; and, implement quality management and eliminate defects to help drive and sustain success.












Morning Break

Enjoy a refreshing coffee break between morning sessions.










Lunch (On Your Own)

Enjoy an extended break to sample the vibrant lunch scene in downtown Portland, Oregon.










Afternoon Break

Relax between sessions during this afternoon break.









Cost Principles Deep Dive (Continued)

The two-part deep dive exploring the cost principles for grant-funded organizations under the Uniform Grant Guidance continues during this second part of the workshop. The first session discussed the general cost principles. However, in addition to those general principles, the Super Circular also contains specific rules addressing the allowability of selected items of cost. This session will explain these rules for the selected items of cost in detail. The workshop will conclude with a question and answer period for attendees to ask their individual questions about the cost principles.




Check-in (and Breakfast)

Check-in for the day, and enjoy a continental breakfast before today’s sessions.