2009 AUDIT WORKSHOP PRE PACKET … Final.pdf• Hodge Podge • Fuel Issues 2009 AUDIT WORKSHOP PRE...
Transcript of 2009 AUDIT WORKSHOP PRE PACKET … Final.pdf• Hodge Podge • Fuel Issues 2009 AUDIT WORKSHOP PRE...
• Auditor 301 - *new* • History of IFTA / IRP • Auditor Safety • IRP Training Manual • PA Fraud Case In addition, the Concurrent Breakouts will be: • GPS Info and Auditing • Audit Planning • Hodge Podge • Fuel Issues
2009 AUDIT WORKSHOP
PRE PACKET INFORMATION
Including the PRELIMINARY AGENDA
January 4 - 7, 2009
TEMPE, AZ
The IFTA and IRP Audit Committees invite you to this special workshop. Some of the topics scheduled to be discussed include:
Saturday, Jan. 3 Monday, Jan. 5
2:00 - 5:00 p.m. Workshop On-Site Check In IFTA, Inc.
Sunday, Jan. 4
7:00 a.m.– 5:00 p.m. Workshop On-Site Check In IFTA, Inc.
7:00 a.m. - 8:30 a.m. Continental Breakfast
8:30 a.m. - 12:00 p.m. CONCURRENT SESSIONS BEGIN
Auditor 101 AnnMarie Chamberlain (MA), IFTA Audit Committee Chair Mark Byrne (NE) Gerald Jackson (WY)
Managing for Compliance Bill Cullen (AZ) Thom Rabaglia (WI) Bobbie Keller (ND) Dan Young (MT) Dawn Lietz (NV) Audrey Martel (NH)
Auditor 301 Chris Turnwall (SD), IRP Audit Committee Chair Joel Foreman (NE) Carla Pape (ID) Thom Rabaglia (WI)
12:00 p.m. - 1:30 p.m. Lunch - On Your Own
1:30 p.m. - 5:00 p.m. CONCURRENT SESSIONS CONCLUDE
5:00 p.m. - 6:00 p.m. Presenters Meeting All Presenters Required to Attend
5:00 p.m. Daily Critique Form Ms. Chamberlain and Ms. Turnwall
7:00 a.m.– 5:00 p.m. Workshop On-Site Check In IFTA, Inc.
7:00 a.m. - 8:00 a.m. Continental Breakfast
8:00 a.m. - 12:00 p.m. GENERAL SESSIONS BEGIN
Welcome and House-Keeping Ms. Chamberlain and Ms. Turnwall
Team Building Debora Meise (IFTA, Inc.) Joelle Ward (IRP, Inc.)
History of IFTA and IRP Gary Bennion (Con-Way, Inc.), IFTA Industry Advisory Committee Chair Rick LaRose (CT)
9:45 a.m. - 10:15 a.m. Morning Break - Provided
Auditor Safety Tempe Police Department Representative
11:30 a.m. - 1:30 p.m. Conferee Lunch Buffet - Provided
1:30 p.m. - 3:00 p.m. BREAKOUT SESSIONS BEGIN
Breakout Session #1 GPS Information and Auditing Hoa Quach (AB) Sandy Johnson (Total Trucking)
Breakout Session #2 Audit Planning Mr. Bennion, Mr. Jackson, Mr. Byrne, Leroy Johnson (SC)
Breakout Session #3 Hodge Podge Ms. Lietz, Ms. Martel, Rich Wagner (KY)
Breakout Session #4 Fuel Issues Vicki Haydon (AR) , Gene Hall (VA), William Cullen (AZ) and Drake Israel (IL)
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3:00 p.m. - 3:30 p.m. Afternoon Break - Provided
3:30 p.m. - 5:00 p.m. BREAKOUT SESSIONS CONTINUE
5:00 p.m. Daily Critique Form Ms. Chamberlain and Ms. Turnwall
Tuesday, Jan. 6
7:00 a.m.– 5:00 p.m. Workshop On-Site Assistance IFTA, Inc.
7:00 a.m. - 8:00 a.m. Continental Breakfast
8:00 a.m. - 9:30 a.m. BREAKOUT SESSIONS CONTINUE
Breakout Session #1 GPS Information and Auditing Mr. Quach and Ms. Johnson
Breakout Session #2 Audit Planning Mr. Bennion, Mr. Jackson, Mr. Byrne, Mr. Johnson
Breakout Session #3 Hodge Podge Ms. Lietz, Mr. Martel, Mr. Wagner
Breakout Session #4 Fuel Issues Ms. Haydon, Mr. Hall, Mr. Cullen and Mr. Israel
9:30 a.m. - 10:00 a.m. Morning Break - Provided
10:00 a.m. - 11:30 a.m. BREAKOUT SESSIONS CONCLUDE
11:30 a.m. - 1:30 p.m. Conferee Lunch Buffet - Provided
1:30 p.m. - 5:00 p.m. GENERAL SESSIONS RESUME
Breakout Review and Wrap Up Breakout Coordinators
IFTA Survey Update - Part II • Commissioners Survey Mr. LaRose
3:00 p.m. - 3:30 p.m. Afternoon Break - Provided
PA Fraud Case Mike Carmel (PA)
IRP Training Manual Diane Robichaud-Cormier (NB) Subcommittee Representatives
Clearinghouse and Websites • IFTA Clearinghouse / Website Jason DeGraf (IFTA, Inc.) Tom King (IFTA, Inc.) • IRP Clearinghouse / Website Ms. Turnwall
5:00 p.m. Daily Critique Form Ms. Chamberlain and Ms. Turnwall
Monday, Jan. 5
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Tuesday, Jan. 6
7:00 a.m.– 5:00 p.m. Workshop On-Site Assistance IFTA, Inc.
7:00 a.m. - 8:30 a.m. Breakfast Buffet
8:30 a.m. - 12:30 p.m. GENERAL SESSIONS RESUME
Joint Audit Subcommittee • Pre-audit Planning • Travel Coordination • GPS Data / Distance Software • Learning Curves Mr. Rabaglia, Mr. LaRose, Ms. Lietz, David Nicholson (NC), Jeff Hood (IN), Mr. Byrne
10:00 a.m. - 10:30 a.m. Morning Beverage Break - Provided
Join Audit Subcommittee • Discussion Continuations
Town Hall Meeting Mr. LaRose and Mr. Rabaglia
12:30 p.m. - 2:00 p.m. Lunch - On Your Own
Workshop Wrap Up Ms. Chamberlain and Ms. Turnwall
Daily Critique Form Ms. Chamberlain and Ms. Turnwall
3:30 p.m. - 5:00 p.m. Joint IFTA / IRP Audit Committee Open Meeting Ms. Chamberlain and Ms. Turnwall
Closing and Recognitions Ms. Chamberlain and Ms. Turnwall
8:00 a.m. - 5:00 p.m. IFTA Audit Committee Meeting Ms. Chamberlain
8:00 a.m. - 5:00 p.m. IRP Audit Committee Meeting Ms. Turnwall
8:00 a.m. - 5:00 p.m. Industry Advisory Committee Meeting Mr. Bennion
Wednesday, Jan. 7 Thursday, Jan. 8
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CERTIFICATION
The IFTA / IRP Audit Workshop is a viable source for accredited education. Attendees wishing to receive credit for their time spent in the Workshop can receive, upon completion of the Workshop, a letter from IFTA, Inc. certifying the number of agenda hours as outlined by the agenda. Currently, the Preliminary Agenda for the 2009 IFTA / IRP Audit Workshop provides for twenty-four (24) hours of education / training. This is inclusive of 11 hours of general session and 13 hours in breakout sessions. IFTA, Inc. cannot certify any attendee’s complete participation, but will provide written confirmation of the agenda hours upon request. If you have any questions regarding this service, please contact Tammy Trinker, Events Coordinator, at IFTA, Inc. Thank you, Lonette L. Turner Executive Director IFTA, Inc.
912 W. Chandler Blvd., B-7 Chandler, AZ 85225-4910 480-839-4382 / 480-839-8821 FAX www.iftach.org
INTERNATIONAL FUEL TAX
ASSOCIATION, INC.
Manages The International Fuel Tax Agreement
WARNING!
RESERVATIONS:
Call (800) 547-8705 or (480) 894-1400
To secure the group rate, identify yourself as being with the International Fuel Tax Association (IFTA) Audit Workshop
Group rate applicable 3 days pre and 3 days post meeting dates based upon availability
Deadline to reserve hotel accommodations is December 4, 2008!
Mission Palms 60 East Fifth Street Tempe, Arizona 85281
Website www.missionpalms.com
!WARNING! PLEASE READ !WARNING!
Make your hotel reservations ASAP to secure your accommodations.
IFTA, Inc. cannot accommodate attendees unable to secure hotel accommodations if the room block has been met or the deadline to reserve a hotel room has passed.
Reservations may be canceled up to 72 hrs prior to your arrival
HOTEL RESERVATIONS
ATTENTION ATTENDEES OF THE AUDITOR 301 COURSE
Please email Chris Turnwall (SD) at [email protected] with discussion topics that interest you. Additionally, please include questions that answer “how does your jurisdiction deal with…” and “what does that paper work look like?” Please include worksheet samples with email you use for different or unusual situations so that they can be shared with the other participants
HOTEL STATS: S 10 minutes from Phoenix Sky Harbor International Airport (PHX)
S Valet parking service at the front entry of the hotel Self parking garage service on right just past hotel’s main entrance Airport transportation available between 5:30 a.m. and 10:30 p.m.
S Check-in time is 3:00 p.m. and Check-out time is 12:00 p.m.
S Variety of spacious guestroom accommodation styles including ∗ Standard Rooms with King or Double beds ∗ Suite Floor Plans with additional Living Room area
HOTEL FEATURES: S Mission Grille offers an elegant ambiance with exceptional regional
cuisine.
S Harry’s Lounge sets the tone in the late afternoon and evening.
S Workout Facility access between the hours of 6:00 a.m. to 10:00 p.m.
S Outdoor pool
S Upscale lodging in a small college town setting
S In-room High Speed Wireless Internet Connection
HOTEL STATS
HOTEL FEATURES
MEETING ATTIRE
Dress for the meeting will be casual. Keep in mind that climate controls for meeting rooms can vary from very cool to mildly warm. All provisions will be taken to make your stay comfortable.
REGISTRATION FEES
Members Cash, Check, or Credit $350
General Public and Industry Representatives Cash, Check or Credit $400
Exhibitors Welcome Cash, Check, or Credit $650
LOCAL ATTRACTIONS Unplanned Events that are Fun on Your Own
for additional area attractions, visit http://tempe.az.areaguides.net/
ATTENDEE COSTS
HOTEL FEES
Room Rates $160.00
Local Per Diem Rate Honored Single or Double Occupancy
Hotel Hospitality Fee $9.75
In addition to the room rate
State and Local Taxes 12.07%
In addition to the room rate
Mars Space Flight Facility
Location: 201 E. Orange Street
Moeur Building, Room 131
(480) 965-1790 www.asu.edu/museums/ns/mars.htm
Hours of Operation:
Mon - Fri 9:00 a.m. - 5:00 p.m
Sports
Fiesta Bowl Jan. 5 @ University of Phx Stadium
Phoenix Coyotes
vs. Chicago Blackhawks Jan. 6 @ 7:00 p.m., Jobing.com Arena
vs. Tampa Bay Lightning
Jan. 8 @ 7:00 p.m., Jobing.com Arena
Venues
AMA Supercross Jan. 10 @ Chase Field
Phoenix Suns
vs. Indiana Pacers Jan. 7 @ 7:00 p.m., US Airways Center
vs. Dallas Mavericks
Jan. 9 @ 7:00 p.m., US Airways Center
TO REGISTER
On Line Registration Available
All attendees can access the IFTA, Inc. web site beginning October 6th to register for this workshop quickly and efficiently.
NOTE
If you have a jurisdiction ID and password for the IFTA, Inc. web site, log in before starting the
registration process. When you click on the provided link to register, the required fields will automatically be completed for you.
Simply review the completed form for accuracy, check the appropriate registration fee box, and
submit the registration form.