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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

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



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



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



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



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
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


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
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


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

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