(919) 215-7708

Upcoming Training

Presented by A/E Clarity Consulting and Training, LLC
Offered in cooperation with the American Council of Engineering Companies of Virginia

Join us for this fast-paced course where instructor Dan Purvine will cover key issues you need to know to develop a FAR compliant overhead rate for your A/E firm or to perform a successful overhead rate audit.  Updated for 2018, this one-day course uses a hands-on, solutions-based approach to examine some of the most challenging issues faced by A/E firms and CPA firms in developing or auditing indirect cost rates.  The course will begin with a discussion of the fundamental requirements for A/E firms to develop their overhead rate in accordance with FAR Part 31 and the best practices detailed in the 2016 AASHTO Audit Guide.  Topics will include a detailed review of FAR requirements for allowability and reasonableness of costs.  Participants will learn how to develop policies and procedures that support FAR compliance, and how to address high risk areas that are commonly questioned in state DOT reviews.  The course includes an discussion of the indirect cost rate audit process, including expected audit testing, documentation, and steps that A/E firms can take to facilitate the audit process and avoid questioned costs.  This course will be beneficial to A/E firms and CPA firms who are involved in developing or auditing indirect cost rates or maintaining internal controls and systems that support the development of such rates.

This training is open to ACEC member firms (any state) and their CPA firms. Lunch, coffee, and snacks will be provided.

CPE Credits: 8

Cost: $350


Nov 27 2018 - 8:30am to 4:30pm
8600 Mayland Drive, Richmond, VA 23294

Presented by A/E Clarity Consulting and Training, LLC and offered in cooperation with American Council of Engineering Companies /  Massachusetts 

Hosted by GEI Consultants 

Join us for this timely and informative course where instructors Dan Purvine and Jerry Jones will teach you the latest developments in key areas affecting A/E firm indirect cost rates. Using a practical and interactive approach, they will cover the information needed to develop a FAR-compliant indirect cost rate and meet the necessary requirements to achieve state DOT approval of that rate. 

For CPAs performing indirect cost rate audits, the course will address specific areas of concern to state DOTs, and potential areas to improve effectiveness, efficiency and overall quality of the audit process. Topics to be covered will include changes in the AASHTO Audit Guide and their impact on how you develop your overhead schedule, account for costs, and design your policies and procedures. 

Through examples and activities, participants will gain an understanding of acceptable practices for bonus plans, compensation, and labor internal controls. Topics will also include a discussion of current issues related to indirect cost rate audits, uncompensated overtime, and the development of home and field overhead rates. A discussion of key areas where costs are often challenged in state DOT reviews will help to prepare participants for the review process. This course will benefit A/E firms, CPA firms , and state DOT staff involved in developing, auditing or reviewing indirect cost rates.

CPE Credit: 16 hours

Cost: $795

Coming in from out of town? Here are a few hotel recommendations

Dec 4 2018 - 8:30am to Dec 5 2018 - 4:30pm
400 Unicorn Park Drive Woburn, MA 01801

Time for a Tune Up?

08/08/2018 - 11:30am


Summer is going by fast, and I hope all of you are getting a chance to take a break, go on vacation, and spend time with family and friends. 

This is also the time of year when many of you are going through the annual review of your overhead rate by one or more state DOTs. 

Supporting a Successful Overhead Rate Audit in 2018

12/21/2017 - 8:09am

Today's blog is geared toward audit clients of D. L. Purvine, CPA, PLLC. We'd like to take the opportunity to bring you information on current events and ideas that will help you to better understand FAR, improve your processes, and be more prepared for a smooth overhead rate audit.  If there are topics that you would like to see highlighted in future issues, please let us know!