(919) 215-7708

Current Developments in A/E Firm Indirect Cost Rates

Oct 4 2018 - 8:30am to Oct 5 2018 - 4:30pm
612 Clarion Court, San Luis Obispo, CA 93401

Join us for this timely and informative course where instructor Dan Purvine will teach you the latest developments in key areas affecting A/E firm indirect cost rates. Using a practical and interactive approach, he 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 firms doing business in California, Dan will cover recent changes in the Caltrans procurement and review process, including financial document requirements for Caltrans and local agency contracts.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 vehicle and equipment costs, 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 and CPA firms involved in developing or auditing indirect cost rates.

Hosted by Wallace Group

CPE Credits: 16

Cost: $695

Public Agency Rate: $495*

*To receive the public agency rate, please contact us at dan@aeclarity.com for registration and payment. 

If you need a place to stay in San Luis Obispo, we have compiled a list of nearby hotels, which you can download HERE

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!