November 13, 2025
8:30AM – 4:30PM
Course Description:
A/E firm contracting with state and local agencies here in California, and the requirements to support your indirect cost rate, seem to get more challenging every year.
Join us in Orange County, California for this timely and informative course where instructor Dan Purvine will provide you the latest updates on key areas affecting A/E firm indirect cost rates and public sector contracts. Using an interactive approach, he will cover key risk areas related to developing indirect cost rates, including how to properly account for labor and compensation costs and how to evaluate costs for FAR allowability.
Topics will include treatment of uncompensated overtime, prevailing wage, and strategies to predict your overhead rate before year-end. Dan will also cover important financial documents required by Caltrans, and the status of ACEC California and Caltrans discussions on a range of topics. A discussion of local agency contracting and overhead related issues will help you to understand requirements and risks specific to contracting with local agencies in California.
Important Topics:
- Fundamentals of A/E Firm Overhead Rates and Government Contracting
- Key Cost Principles of FAR Part 31
- Labor and Compensation Costs
- FAR Allowability of Costs
- Caltrans Requirements and Financial Documents
- Local Agency Contracting and Open Discussion
Learning outcomes:
- Describe challenging aspects of government contracting for A/E services
- Explain the FAR principles of allowability, reasonableness, and allocation of costs
- Identify expressly unallowable costs and allowability requirements for selected areas of cost
- Describe key risk areas related to allowability and reasonableness of compensation
- Discuss challenges related to contracting with local government agencies in California
8PE Credits: 8 Yellow Book CPEs
Cost: $425
Knowledge Level: Basic
Pre-requisites/required knowledge: No prerequisite courses; however, a general understanding of overhead rates for A/E firms is required
Intended Audience:
This course will benefit A/E firms and CPA firms involved in developing or auditing indirect cost rates.
Hosted By: Baker Tilly
Location:
36 Executive Park, Room #170
Irvine, CA 92612
Instructor: Dan Purvine
Most recent revision or review date: September 2, 2025
Delivery method: Live in-person
Refund/cancellation/complaint policy: For refund, cancellation or other payment issues and concerns, please contact Dan@aeclarity.com