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N124 Document Transcript

  • 1. Grants Management for August 17-19, 2009 | Washington, DC Results 2009 Optional Post Conference Workshops August 20, 2009 Write, Manage and Comply in a New Era of Accountability and Transparency Featuring an Interactive and Comprehensive Workshop: Federal Grant Compliance for Nonprofits: Once You Get the Money, How to Stay Out of Jail! Day One: Proposal Planning and Development Create a framework for writing, developing and securing grants for your organization Day Two: Budget and Financial Management for Grants Prepare budgets accurately, on-time and according to financial parameters in today’s grants landscape Day Three: Accountability, Evaluation and Performance Monitoring Enhance grant performance and management to report successful outcomes to grantors www.GrantsMadeEasy.org www.GrantsMadeEasy.org 1
  • 2. Grants Management for Results 2009 Who Who Day One: Monday, August 17, 2009 Should Attend: Should Attend: Proposal Planning and Development • Senior Project Managers • Executive Directors and 8:30 • Project Managers CEOs Registration & Continental Breakfast •• Program Managers Fundraisers/Development 9:00 Officers The Results-Based Framework for Grants Programs • PMO Managers • Develop a results-based accountability framework for your grants program that includes •• Project Team Leaders Program Administrators performance measures, expected results and outcomes • Understand vital characteristics of successful grant programs and align your program •• ProjectManagers Grant Portfolio with 2009 standards, including the Recovery Act Directors 10:00 • Grant Writers • Directors, Quality Understand Your Needs: Problem Identification • Assurance Local Health, State, and Personnel • Devise a grants management and application process utilizing a strong problem Social Service, and based methodology • Chief Information Research Agencies • Assess the problem before selling the solution – Problems Motivate, Goals Direct Officers • Trustees Interested in 11:00 • Project Support Staff Improving Evaluation and Know Your Funding Environment and Targeting Funding Sources Performance … and anyone with an • Examine public and private funding sources in your community as well as upcoming interest in improving opportunities related to the Recovery Act • their leadership skills Community-Based • Identify appropriate funding sources such as Federal, State and Local government Development Organizations entities, including the revitalized Grants.gov, as well as private and corporate funders (CBDOs) 12:00 • Community Development Lunch Break Corporations • Grants Coordinators • Planning Specialists … and all those involved in the grants management process www.GrantsMadeEasy.org 2
  • 3. Grants Management for Results 2009 Reasons Should Attend: Day One, Cont.: Monday, August 17, 2009 1. Identify government actions 1:00 which are shaping the future Proposal Development: Identify Key Activities in Need of Funding grants landscape, including • Develop a clear and concise proposal description to make your application stand out the Recovery Act • Utilize the Work Breakdown Structure (WBS) to capture critical program areas in need of resources 2. Develop a framework for your organization to effectively 2:00 write grant proposals to boost Make the Case: Learn to Write Effective Grant Proposals success • Isolate success factors for grant applications to get your proposal requests noticed under current framework and new Recovery Act guidelines 3. Establish goals and strategies • Build and implement a proposal framework to maximize application efficiency to meet performance outcomes and stay 4:00 accountable Adjourn 4. Measure and report results to grantors and funders through Speaker: performance-based reporting requirements Elizabeth Holden Senior Fellow, The Performance Institute 5. Understand the new CEO and Founder, PrimePoint LLC government-wide grant requirements and determine their effects on grants management www.GrantsMadeEasy.org 3
  • 4. Grants Management for Results 2009 Day Two: Tuesday, August 18, 2009 Budget and Financial Management for Grants 8:30 2:00 Continental Breakfast Finalize the Budget 9:00 • Review the application narrative against the budget to ensure accuracy Overview of the Grants Budget Process • Fully prepare the application budget and budget narrative • Understand the role of the budget in application procedures and before submission current guidelines • Align strategies with expenditures during and after the budget 3:00 process Apply Lessons Learned with Budget Scenarios 10:00 • Review a budget templates and budget narrative from the perspective of an agency’s budgeting process Budget and Forecast Your Funding Requirements • Examine financial history requests, forecast costs, and • Develop a comprehensive needs assessment and spending plan program activities for your program and outline a timeframe for budget spending • Incorporate indirect costs into your budget for ensured success 4:00 Adjourn 11:00 Costing Rules and Regulations • Determine applicable legislation and stimulus funding Speaker: compliance issues Gail Vertz • Link direct and indirect costs to implement indirect cost rate President allocation methodologies American Association of Grant Professionals 12:00 Lunch Break 1:00 Stay Compliant: What You Need to Know About Financial Management for Grants • Create a team approach to grants compliance management that includes all critical internal functions • Ensure proper resource allocation and oversight necessary for grants compliance www.GrantsMadeEasy.org 4
  • 5. Grants Management for Results 2009 Day Three: Wednesday, August 19, 2009 Accountability, Evaluation and Performance Monitoring 8:30 1:00 Continental Breakfast Effective Program Evaluation 9:00 • Examine program staffing and resource levels to ensure roles are clearly defined Understand Grant Accountability and • Align internal formal and informal policies and procedures to Performance Requirements improve grant performance through the grant life cycle • Examine GPRA and other federal mandate requirements for grants management in a post-stimulus environment 2:00 • Assess new requirements that impact granting agencies, pass- Report Performance: Crafting and Communicating through entities, and recipients/sub- recipients Your Message 10:00 • Relay your organization’s performance to grantors/funders through effective reporting for accountability and transparency Show Me the Measures: Develop and Use • Align reporting requirements to internal data collection practices Performance Measures - The Logic Model to respond with correct performance data • Utilize Logic Modeling to link end outcomes to specific program activities in grants management accountability 3:00 • Identify framework for grant planning, management Grants Closeout and Audit and evaluation • Determine the appropriate procedures for settling accounts 11:00 completely, including unexpended advances, interest and program revenue Manage for Results: Collect, Monitor and Manage • Examine closeout requirements and record retention guidelines for Using Performance Measures Recovery Act and alternative funding sources • Develop guidelines for measuring the performance of grants programs: design, implement and effectively use 4:00 performance indicators Adjourn • Implement proven best practices in performance-based grants management and learn to conduct self-evaluations and Speaker: compliance procedures Reid A. Zimmerman, M.Div., Ph.D. CFRE 12:00 Senior Fellow, The Performance Institute Lunch Break Principal, Zimmerman Consulting www.GrantsMadeEasy.org 5
  • 6. Grants Management for Results 2009 Who Grant Management Workshop: Thursday, August 20, 2009 Should Attend: Certification: 8:30 Post-Conference Workshop Registration & Continental Breakfast 9:00 Post-Conference Workshop •To address the need for skilled professionals in Senior Project Managers grants management, the Performance Institute Federal Grant Compliance for Nonprofits: Once You Get the •now Project Managers cate offers a Grants Manager Certifi Money, How to Stay Out of Jail! program. In order to achieve professional Under the Recovery and Reinvestment Act, grant compliance must adhere to the man- •excellence, you mustManagers your Program continually expand dates of transparency and accountability throughout the grants lifecycle. This workshop skills and education. As grants become an will begin with an overview of grant compliance under OMB Circulars A-110 & A-122 •increasingly important funding mechanism at all PMO Managers cost principles, associated internal controls and procedures required. You will receive levels, the bar has been raised in government best practices, checklists and forms that can be readily used the day you get back to •agencies, privateTeam Leaders ts Project organizations and nonprofi your organization as well as a case study to dissect how three nonprofits became non- as managers seek to hire, promote and work with the most skilled individuals. compliant and how to avoid those mistakes. The course will also cover funding statistics • Project Portfolio and agency and grant opportunities to expand your resource and knowledge base as Directors Complete two steps to earn your you navigate the grants process and seek to obtain new funding. certificate: • Directors, Quality 12:00 StepAssurance Personnel Lunch Break 1: Complete the prerequisite course, Grants Management for Results Training 1:00 • Chief Information Post-Conference Workshop Continued StepOfficers four advanced 2: Attend the grants courses: How to Develop Indirect Cost Rates for Nonprofits • Project Support Staff Course 1: Understand Grant This session will build upon the morning’s lesson to provide participants with the both the Administrative Requirements conceptual and hands-on tools for developing indirect cost rates for nonprofits regardless … Course 2: Manage Grants and and anyone with an of whether they receive federal grants. This course will cover a wide variety of indirect Cooperative Agreements rates: fringe, local overhead, occupancy, and General and Administrative (G&A) rates interest in improving Course 3: Comprehend Cost Principles for nonprofit organizations. The course will cover: their leadership skills and Allowability • Essential rate mechanics: basics of indirect rates and project cost accounting and definitions Course 4: Understand Audit Requirements • Designing a cost accounting system to compute indirect rates for Grants • A model to convert an annual budget to an indirect rate system based on U.S. Dept. Benefits of the Certification include of Labor model for a bifurcated G&A (onsite and offsite) advancing your career through the • The steps for designing an indirect rate system knowledge you have acquired as a • U.S. Department of Health and Human Services model Indirect Cost Rate Proposal – certified grants manager. Education and professional certification are becoming Single G&A Indirect Cost Rate necessary for promotions to coveted 4:00 positions and with this certificate you will Workshop Adjourns stand out among your competition. For more information about Speaker: certification, please contact Chris Paul H. Calabrese Joseph at 703-894-0481 or email at Joseph@PerformanceWeb.org. Senior Manager, Rubino & McGeehin, CPAs and Consultants www.GrantsMadeEasy.org 6
  • 7. Grants Management for Results 2009 Whowith Included Grants Webinar Series Should Attend: Understand Grant Regulation, Evaluation and Your Tuition : Reporting Requirements: July 20 - 24, 2009 June 15–19, In today’s world of limited resources on time and money, webinars are a great way to gain knowledge without taking time away from the office. The Performance Institute hosts • Senior Project Managers a week long webinar series on “Understand Grant Regulation, Evaluation and Reporting The Federal Grants Management Requirements.” You will learn to better understand grants regulations and requirements •Handbook, Managers Project the most and effectively evaluate and improve your grant performance throughout the grant lifecycle. The series includes” •comprehensive and trusted Program Managers source for administering Day One: •federal program funds — from PMO Managers How to Develop Indirect Cost Rates for Nonprofits •submitting grant proposals to Project Team Leaders • Designing a cost accounting system to compute indirect rates setting up financial management • Understand the links between direct and indirect costs and implement indirect cost rate • Project Portfolio allocation methodologies systems for payment and Directors reporting … initiating Day Two: •audits and grant closeout to Directors, Quality Staying Compliant: What You Need to Know About Financial Assurance Personnel searching for best practices Management for Grants • Examine the hierarchy of grant compliance requirements and incorporate best •and procedures. You’ll get all Chief Information practices to meet those needs the Officerssource documents primary • Ensure proper resource allocation, oversight and management system necessary to grant recipients need — OMB ensure grants compliance • Project Support Staff circulars, Treasury regulations Day Three: … and anyone with an and other government-wide Monitoring the Money- Budgeting and Forecasting Grants policies suchin improving interest as lobbying • Review a typical budget template and budget narrative from the perspective of an their leadership skills restrictions, debarment and agency’s budgeting process nondiscrimination. • Estimate and forecast costs of program activities in regards to treatment of capital assets, and multi-year obligations Day Four: Program Evaluation and Reporting • Conduct frequent self-evaluations to ensure grants are being used effectively • Align reporting requirements to internal collection practices Day Five: Grants Closeout and Audit Requirements • Determine the appropriate procedures for settling accounts completely, including unexpended advances, interest and program revenue • Examine closeout requirements and record retention guidelines www.GrantsMadeEasy.org 7
  • 8. Grants Management for Results 2009 Logistics & Registration Venue REGISTRATION Grants Management for Results 2009 will be hosted at The Performance 1. ONLINE at www.GrantsMadeEasy.org Institute’s Training Center in Arlington, VA, just one block east of the Courthouse stop on the Orange Line of the D.C. Metro. A public parking garage is located 2. VIA FAX to 703-894-0482 inside of the building for $10/day. Continental breakfast and refreshments will 3. VIA PHONE to 703-894-0481 be provided for delegates on each day. 4. VIA MAIL to 1515 N. Courthouse Road, Sixth Floor The Performance Institute Arlington, VA 22201 1515 North Courthouse Rd., Suite 600 Arlington, VA 22201  Yes! Register me for Grants Management for Results 2009 703-894-0481  Register me for the following only (choose): A limited number of rooms have been reserved at the Arlington Rosslyn   Day One  Day Two  Day Three  Workshop Courtyard by Marriott at the prevailing rate of $165.00 until July 19, 2009.  Please call me. I am interested in a special group discount for my team This rate is based on the Government Per Diem and is subject to change. Please call the hotel directly and reference code “Grants Management” when making reservations to get the discounted rate. The hotel is conveniently Delegate Information located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that is also available for your convenience. Name Title Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd. Arlington, VA 22209 Office Organization Phone: 703-528-2222 / 1-800-321-2211 www.courtyardarlingtonrosslyn.com Hotel and travel costs are not included in conference tuition. Address Tuition The tuition rate for Grants Management for Results 2009 is as follows: City State Zip Offerings Early Bird Rate Regular Rate One Day $299 $399 Telephone Fax Two Days $499 $599 Three Days $799 $899 Email Workshop $299 *For the Early Bird Rate, register before June 8, 2009 Payment Information For more information on group discounts for Grants Management for Results  Training Form/Purchase Order  Check (accepted by mail only) 2009, please contact Chris Joseph at 703-894-0481 x224 or email him at  Credit Card Joseph@PerformanceWeb.org. CPE Credits Credit Card Number Billing Zip Exp. Date Delivery Method: Group-live Program Level: Beginner CPE Credits: 6 credits per day Name on Card 3-Digit Verification # The Performance Institute (PI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Please make checks payable to: The Performance Institute State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Priority Code: N124-WEB Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. Cancellation Policy experience and wish to request a credit or refund, cancel this conference, The Performance Institute accepts Payment must be secured prior to the conference. If please submit it in writing no later than 10 business days no responsibility for covering airfare, hotel or other costs For live events: The Performance Institute will provide a payment is not received by the conference start date, after the end of the training to: incurred by registrants, including delegates, sponsors full refund less $399 administration fee for cancellations a method of payment must be presented at the time of and guests. four weeks before the event. If cancellation occurs registration in order to guarantee your participation at The Performance Institute: Quality Assurance, 1515 N. within two weeks prior to conference start date, no the event. Courthouse Road, Suite 600, Arlington, VA 22201 refund will be issued. Registrants who fail to attend Discounts and do not cancel prior to the event will be charged the Quality Assurance Note: As speakers are confirmed six months before • All ‘Early Bird’ Discounts must require payment at time entire registration fee. The Performance Institute strives to provide you with the the event, some speaker changes or topic changes of registration and before the cut-off date in order to most productive and effective educational experience may occur in the program. The Performance Institute receive any discount. • Any discounts offered whether All the cancellation requests need to be made via possible. If after completing the course you feel there is not responsible for speaker changes, but will work by The Performance Institute (including team discounts) Cvent or email. Your confirmation email contains is some way we can improve, please write your to ensure a comparable speaker is located to partici- must also require payment at the time of registration. links to modify or cancel registrations. Please note comments on the evaluation form provided upon your pate in the program. • All discount offers cannot be combined with any other that the cancellation is not final until you receive a h h ll i i l il i written confirmation. arrival. Should you feel dissatisfied with your learning If for any reason The Performance Institute decides to offer. • Discounts cannot be applied retroactively