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  1. 1. Learn How to Manage Your Grants More Effectively GRANTS THE MANAGEMENT TRAINING 2010 Obtain the Knowledge and Skills to Effectively Manage the Grants Process at Your Organization August 16—18, 2010 Arlington, VA 1 Understand Grant Administrative Requirements and Cooperative Agreements COURSE Develop insight into uniform administrative and financial requirements necessary for grant compliance and learn to efficiently and effectively manage work processes 2 Cost Principles and Allowability for Grants COURSE Understand the importance of indirect and direct costs and how to use and apply cost principles to your award 3 Audit Requirements for Grants COURSE Cultivate an understanding of audit requirements and how to conduct and prepare for a grant audit Earn up to 18 CPE Credits In Association With 1
  2. 2. THE 2010 GRANTS MANAGEMENT TRAINING August 16, 2010 1 COURSE Understand Grant Administrative Requirements and Cooperative Agreements 8:30 Registration and Continental Breakfast Project Performance • Monitor and report program and financial 9:00 performance goals and objectives Overview of Administrative Requirements • Ensure optimum performance of sub-recipients and • Understand the administrative requirements under their beneficiaries Examine the Award Agency’s Role OMB Circular A-102 and CFR Part 215 • Examine monitoring methods, audits and sanctions • Examine the development of administrative by the awarding agency requirements as well as recent and planned changes • Learn how agencies and auditors review internal controls through site visits Standards for Financial Management Systems • Review grant recipient financial system procedures Termination and Enforcement and conform with the administrative requirements • Use administrative requirements to guide • Prepare and develop a reporting schedule for corrective actions and enforcement measures financial and progress reports • Compile applicable federal, state and agency requirements for the enforcement, sanction, Property and Procurement Standards and termination of awards overseen by contractors • Identify standards for title, use and disposition of and subcontractors real and intangible property, equipment and supplies • Examine and avoid common pitfalls resulting After-Award Requirements and Contract Provisions from insufficient property management and • Determine which contract clauses are required procurement statements on awarded grants contracts • Execute closeout procedures and subsequent Reports and Records adjustments effectively • Decide when grant records may be discarded and what information you must keep 4:00 Day One Adjourns • Learn about records management and disposition as it applies to your agency or organization “ Changes in Budget and Scope • Identify, determine and valuate proposed After this training, changes in budget and scope • Collaborate with awarding agency to obtain I feel empowered to do my job.” approval for budget changes — Laura, Colorado Community College System 2
  3. 3. THE 2010 GRANTS MANAGEMENT TRAINING August 17, 2010 2 COURSE Cost Principles and Allowability for Grants Should 8:30 Continental Breakfast Attend 9:00 • Executive Directors and CEOs Understand Cost Applicability • Fundraisers/Development Officers • Examine the different cost principles for state, • Program Administrators local and tribal governments, as well as universities, • Grant Managers nonprofits and for-profit organizations • Grant Writers • Review the proper flow through to sub-recipients • Grantee Financial Staff to navigate the grants cost process • Auditors Cost Allowability • State and Local Health, Social • Determine whether a cost meets the criteria of being Service and Research Agencies reasonable, allocable and allowable • Trustees Interested in Improving • Review grant application budgets to familiarize yourself with cost allowability Evaluation and Performance • Community-Based Development Direct and Indirect Costs Organizations (CBDOs) • Understand the differences between direct and indirect costs in the grants process …and anyone involved with grants • Classify costs as direct or indirect based upon the administrative management and auditing treatment of that cost within the accounting system 12:00 Lunch 1:00 You Should Selected Items of Cost • Locate cost items in the cost principles Attend and program guidelines 1. Understand how administrative • Review factors affecting grant allocability requirements are essential to the of indirect costs award process Using and Applying Cost Principles 2. Manage grants and cooperative • Review and develop your budget while agreements to ensure optimum adhering to grant guidelines project performance • Identify items and procedures in your budget 3. Examine the cost principles and that would be reviewed in a grant audit audit requirements from preparation Tips on Cost Principles to execution • Gain Insight into grant cost disallowances by 4. Stay accountable and transparent exploring agency and court decisions through the grants lifecycle • Negotiate with vendors on budget items that are consistent with your cost principles 3 4:00 Day Two Adjourns
  4. 4. THE 2010 GRANTS MANAGEMENT TRAINING August 18, 2010 3 COURSE Audit Requirements for Grants 8:30 Continental Breakfast 9:00 Review Audit Requirements and Select Auditors 1:00 • Examine grant audits: The players, their authority Single Audit Reporting and their roles • Report package contents and submission • Use requirements such as OMB Circular A-133, procedures with Clearinghouse the Compliance Supplement and the GAO Yellow • Use Circular A-133 criteria to evaluate the adequacy Book to establish your own audit guidelines of an audit reporting package Risk Assessment and Major Program Factors Prepare for your Audit • Conduct a risk assessment of your program and • Ensure proper documentation on time and effort reports, determine if it is high or low risk financial and performance reports for your grant • Analyza internal controls and compliance • Identify all sub-recipients and develop a monitoring requirements for program success file that includes program performance and Conduct the Audit financial information • Perform audit results and findings to increase Tips on Cost Principles grant report accuracy • Examine common audit findings and questioned costs • Monitor the auditor’s performance to associated with the grant award avoid common errors • Ensure you understand and document your control system 12:00 Lunch 4:00 Training Adjourns COMPLIMENTARY 6 MONTH SUBSCRIPTION: The Federal Grants Management Handbook: The leading guide for the federal grants community since 1978. The Federal Grants Management Handbook is the most comprehensive and trusted source for administering federal program funds. Featured topics include: • Steps to Take in Applying • Purchasing and Procurement Using for Federal Grants Federal Funds • Managing Accounting and • Strategies for Reporting Financial Systems and Record keeping • Electronic Grant Management Issues • Audit Requirements • And Many More Your complimentary subscription with event registration gives you 6 months of regular update pages and newsletters that brief you on important new actions in Congress, OMB and the 4 Treasury, the courts, grants appeals boards and others. (Regular Published Price: $379 Annually)
  5. 5. THE 2010 GRANTS MANAGEMENT TRAINING In-House Training One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for your department or for an organization-wide initiative, the advanced learning methods employed by The Performance Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. CUSTOMIZATION We realize that not all obstacles can be overcome by applying an “off-the-shelf” solution. While many training providers will offer you some variation of their standard training, The Performance Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, The Performance Institute also has the ability to accommodate organizational wide training initiatives. Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of up to 300 participants per day. AREAS OF EXPERTISE On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: • Strategic Planning • Workforce Management • Program Evaluation • Performance Measurement • Performance-Based Budgeting • Administrative Management • Project Management • Performance-Based Contracting • Leadership and Change • Lean Six Sigma • Performance Reporting For more information about in-house training options available to you, please contact Jennifer Mueller at 202-739-9619 or email her at Jennifer.Mueller@performanceinstitute.org. “ I will apply the knowledge I gained to better understand the grants process. — Sandra, Virginia Department of Social Services 5
  6. 6. THE 2010 GRANTS MANAGEMENT TRAINING Logistics & Registration Venue and Hotel CPE Credit 2010 Grants Management Training will be hosted at The Delivery Method: Group-live Performance Institute’s Training Center in Arlington, VA, just Program Level: Basic one block east of the Courthouse stop on the Orange Line of Prerequisites: None the D.C. Metro. A public parking garage is located inside Advanced Preparation: None of the building for $10/day. Continental breakfast and CPE Credits: 6 credits per day refreshments will be provided for delegates on each day. The Performance Institute is registered with the National Association The Performance Institute Training Center of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. 1515 North Courthouse Rd., Suite 600 State boards of accountancy have final authority on the acceptance of Arlington, VA 22201 individual courses for CPE credit. Complaints regarding sponsors may be 877-992-9521 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing Quality Assurance rate of $170.00 until July 18, 2010. This rate is based on The Performance Institute strives to provide you with the most productive the Government Per Diem and is subject to change. Please and effective educational experience possible. If after completing the call the hotel directly and reference code “Grants” when course you feel there is some way we can improve, please write your making reservations to get the discounted rate. The hotel comments on the evaluation form provided upon your arrival. Should is conveniently located three blocks from the Rosslyn Metro you feel dissatisfied with your learning experience and wish to request a station. Please ask the hotel about a complimentary shuttle credit or refund, please submit it in writing no later than 10 business days that is also available for your convenience. after the end of the training to: The Performance Institute: Quality Assurance Arlington Rosslyn Courtyard by Marriott 805 15th Street, NW, 3rd Floor. 1533 Clarendon Blvd. Washington, DC 20005 Arlington, VA 22209 Phone: 703-528-2222 We will evaluate individual complaints in a context of collective Phone: 1-800-321-2211 comments from the event. Note: As speakers are confirmed six months before the event, some www.courtyardarlingtonrosslyn.com speaker changes or topic changes may occur in the program. The Performance Institute is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program. Tuition & Group Discounts The tuition rate for 2010 Grants Management Training If for any reason The Performance Institute decides to cancel this conference, The Performance Institute accepts no responsibility for is as follows: covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Offerings *Early Bird Rate *Regular Rate Week Training *$899 $999 One Course $435 $435 Exhibiting Sponsorship * For the Early Bird Rate, Register by March 17, 2010 As a conference and training provider, The Performance Institute is an expert in bringing together leaders to share and discuss For more information on group discounts for The 2010 Grants best practices and innovations. We connect decision-makers with Management Training, please contact: respected solution providers. The Institute offers four different pre- Melvin Hall at 202-739-9630 or email him at designed sponsorship packages: Melvin.Hall@PerformanceInstitute.org • Event Co-Sponsor • Luncheon Sponsor • Session Sponsor • Exhibit Booth Sponsor To learn more about exhibiting and sponsorships at Education Grants 6 Forum 2010 please contact Meredith Mason at 202-739-9707 or email her at Meredith.Mason@PerformanceInstitute.org
  7. 7. THE 2010 GRANTS MANAGEMENT TRAINING Logistics & Registration Visit Fax this form to Call www.PerformanceInstitute.org/Grants 866-234-0680 877-992-9521 Registration Form Yes! Register me for The 2010 Grants Management Training Please call me. I am interested in a special group discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information Check Purchase Order/Training Form Credit Card Credit Card Number Expiration Date Verification no. Name on Card Billing Address Please make checks payable to: The Performance Institute CANCELLATION POLICY: The Performance Institute will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: ______________________________________________________________________________________________ Date: ________________________________________ Priority Code: N128-WEB
  8. 8. ABOUT The Performance Institute Called “the leading think tank in performance measurement for government” on OMB’s ExpectMore.gov, The Performance Institute has been a leader in Performance Management training and policy since the 2000 administration transition. As part of the Government Performance Coalition, a group of good government organizations, the Institute worked in 2000 to deliver recommendations to the then new administration on what would become the President’s Management Agenda. In 2010, the Institute is leading Innovations in Government: From Transition to Transformation, or InnoGOV.org, a collection of forums, research and recommendations to bring insight and transformation to the federal government. The goal of InnoGOV.org is to centralize the importance of performance, accountability and transparency in government and to disseminate the leading best practices to government managers. The Performance Institute has published several research reports regarding performance management initiatives and trains over 10,000 government managers per year on performance-based topics. Dedicated to improving citizen services and taxpayer transparency, the Institute uses a best-practices foundation to deliver the most effective and tested methodologies for improving performance. 805 15th Street, NW – 3rd Floor Washington, DC 20005 PerformanceInstitute.org