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Earn up to 24
CPE Credits

Grants Management
Certification Week
Obtain and Enhance Knowledge and Skills Necessary to Eff...
Grants Management Certification Week

                                        Grants Management Certificate
Grants Management Certification Week

                                          *Please note that each day begins at 9:0...
Grants Management Certification Week

Speaker                                   Day Two: May 19, 2009*
Grants Management Certification Week

                                       Day Three: May 20, 2009*
Speaker           ...
Grants Management Certification Week

         “I feel                Day Four: May 21, 2009*
Grants Management Certification Week

                                       Bring this Program to Your Organization
Grants Management Certification Week

Logistics & Registration
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The Grants Management Certifi cation Week 2009

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  1. 1. Earn up to 24 CPE Credits Grants Management Certification Week Obtain and Enhance Knowledge and Skills Necessary to Effectively Manage the Grant Process May 18–21, 2009 | Washington, DC Featuring Four Interactive Courses: Course 1: Course 2: Course 3: Course 4: Understand Grant Manage Grants and Comprehend Cost Understand Audit Administrative Requirements Cooperative Agreements Principles and Allowability Requirements for Grants Develop an overview of Learn how to efficiently and Understand the importance Cultivate an understanding uniform administrative effectively manage grant of indirect and direct costs of audit requirements and financial requirements work processes, and how to and how to use and apply and how to conduct and necessary for grant solidify relationships in the cost principles prepare for an audit compliance grants management process Examine and Learn Proven Methods to Manage Grants Effectively 1
  2. 2. Grants Management Certification Week Who Grants Management Certificate To address the need for skilled professionals in grants Should Attend: management, the Performance Institute now offers a Grants Manager Certificate program. In order to achieve professional excellence, you must continually expand your skills and education. As grants become an increasingly • Grants Managers important funding mechanism at all levels, the bar has been raised in government • Grantee Financial Staff agencies, private organizations and nonprofits as managers seek to hire, promote and work with the most skilled individuals. • Sponsored Program Administrators Complete two steps to earn your certificate: • Program Officials • Program Managers Step 1: Complete the prerequisite course, Grants Management for • Principal Research Investigators Results Training • Auditors You may fulfill the prerequisite of the Grants Management for Results Training by meeting one or more of the following requirements: • Awarding Agency Staff • Three years as a grants manager or analyst or program personnel whose main ... and anyone involved with responsibility is the development and administration of grants grants project or administrative • Successfully completing five or more grant applications that have received money management and auditing • Have been awarded grants totaling $500,000 and above You will be required to submit a letter of intent outlining your qualifications and desire to opt out of the Grants Management for Results Training Series based on your current expertise. Top 5 Please submit pre-requisite documentation to: Stephanie Donaldson, VP of Education Services, The Performance Institute, 1515 N. Courthouse Road, Suite 600, Arlington, VA 22201 or prior to start date of the certification training. We will evaluate individuals on a case-by-case basis. Reasons to Attend: Step 2: Attend the four advanced grants courses: 1. Understand administrative • Course 1: Understand Grant Administrative Requirements requirements and how they are • Course 2: Manage Grants and Cooperative Agreements essential to the award process • Course 3: Comprehend Cost Principles and Allowability 2. Manage grants and cooperative • Course 4: Understand Audit Requirements for Federal Grants agreements to ensure optimum project performance Benefits of the Certification include advancing your career through the knowledge you 3. Comprehend cost principle rules have acquired as a certified grants manager. Education and professional certification are and how they relate to your becoming necessary for promotions to coveted positions and with this certificate you will agency or organization stand out among your competition. 4. Examine all aspects of audit requirements from preparation For more information about certification, please contact Chris Joseph at to execution 703-894-0481 or email at 5. Earn a grants manager certificate 2
  3. 3. Grants Management Certification Week *Please note that each day begins at 9:00 am and ends at 4:00 pm. There will be a Speaker one hour lunch break everyday from 12:00-1:00 pm. Day One: May 18, 2009* Understand Uniform Administrative Requirements Biography: The administrative requirements of OMB Circular A-102 and 2 CFR Part 215 are now the foundation of administrative grants regulations. To streamline your work processes this session will supply you with the tools necessary to apply provisions to current administra- Elizabeth G. Holden tive issues. You will also gain fundamentals to review recipient financial procedures and MPA, EDFP, Senior use administrative requirements to direct enforcement measures. These principles will help Fellow, Council for your agency with variations in implementation. Nonprofit Innovation Coverage Includes: Ms. Elizabeth G. Holden is a widely Overview of Administrative Requirements sought after national consultant and trainer on organizational issues • Understand the administrative requirements under OMB Circular A-102 and CFR that affect the public, private and Part 215 nonprofit sectors. She is currently • Examine the development of administrative requirements as well as recent and CEO of PrimePoint, a non-partisan planned changes consulting firm whose mission is to increase organizational capacity by Standards for Financial Management Systems engaging human potential. • Review grant recipient financial system procedures and conform with the Ms. Holden currently serves administrative requirements as a Senior Fellow with the • Prepare and develop a reporting schedule for financial and progress reports Performance Institute and the Council for Nonprofit Innovation in Property and Procurement Standards Washington, D.C. The Performance Institute and the Council are • Identify standards for title, use and disposition of real and intangible property, national, non-partisan think tanks equipment and supplies that provide consulting and training • Examine and avoid common pitfalls resulting from insufficient property management services to public agencies and and procurement standards nonprofit organizations. Reports and Records Previously, Ms. Holden was a trainer and consultant with Organizational • Decide when grant records may be discarded and what information you must keep Leadership Programs (OLP) and the • Learn about records management and disposition as it applies to your agency Institute of Public Policy (IPP) at the or organization Harry S Truman School of Public Affairs, University of Missouri. She Termination and Enforcement provided organizational, leadership, and professional development • Use administrative requirements to guide corrective actions and enforcement measures training and consulting services • Compile applicable federal, state and agency requirements for the enforcement, to organizations operating in the sanction, and termination of awards overseen by contractors and subcontractors public, private and nonprofit sectors. After-Award Requirements and Contract Provisions • Determine which contract clauses are required on awarded grants contracts • Execute closeout procedures and subsequent adjustments effectively 3
  4. 4. Grants Management Certification Week Speaker Day Two: May 19, 2009* Manage Grants and Cooperative Agreements Biography: Managers well versed in monitoring techniques have the ability to foresee potential barriers in the grants administration process. This course will provide you with the tools to implement an internal monitoring plan for your grant and sub-recipient performance. You will also be able to identify internal control problems and reporting deficiencies by becoming adept at gauging grant performance and compliance. Paul Calabrese Senior Manager Coverage Includes: Mr. Calabrese is a Senior Manager, providing accounting and consulting Relationships in Managing Federal Grants services to not-for-profit and • Determine applicable statutory and regulatory authorities and their impact on government contracting clients. grants administration Mr. Calabrese has considerable experience with the Cost Accounting • Implement grant terms and conditions: payment, cost sharing, and program income Standards (CAS) and CAS disclosure treatment under Circular 102 and 2 CFR Part 215 statements, Federal Acquisition Regulation Cost Principles (FAR), Changes in Budget and Scope Department of Defense (DOD) FAR • Identify, determine and valuate proposed changes in budget and scope Supplement, OMB Circulars A-110 • Collaborate with awarding agency to obtain approval for budget changes and A-122 (cost principles for non- profit organizations), the Federal Project Performance Accounting Standards and Advisory Board (FASAB cost practices for federal • Monitor and report program and financial performance goals and objectives agencies), and the Defense Contract • Ensure optimum performance of sub-recipients and their beneficiaries Audit Agency (DCAA) manual. Examine the Award Agency’s Role Mr. Calabrese has 28 years of professional experience. In addition • Examine monitoring methods, audits and sanctions by the awarding agency to 10 years of experience at a public • Learn how agencies and auditors review internal controls through site visits accounting firm and 13 years with three government contractors, he End-of-Grant Issues was a Senior Auditor for the Defense Contract Audit Agency (DCAA). • Prepare for the closeout process by reviewing grants documents • Review renewals and extensions procedures to avoid pitfalls Mr. Calabrese received his Bachelor of Science degree in Business Improving Management of Subsequent Grants Administration from George Mason • Conduct self evaluation to prepare for future application processes University with a core concentration in accounting. He is a fellow of • Negotiate the next grant by implementing new techniques to make your agency the Greater Washington Society stand out of Certified Public Accountants (GWSCPA), including the Chair of their Not-For-Profit Committee starting in the fall of 2007. 4 4
  5. 5. Grants Management Certification Week Day Three: May 20, 2009* Speaker Understand OMB Cost Principles to Improve Cost Recovery Obtain the knowledge to comprehend allowability of costs under the federal Biography: grant system. Gain the tools for review of cost allowability issues and ascertain a comprehensive knowledge of the cost principles under OMB Circulars A-21, A-87 and A-122. Obtain practical tools and checklists that you can use right away. Gain insight into lessons learned to avoid pitfalls from non-compliance. Lee Kulmpp Senior Manager, Assurance Coverage Includes: Division, BDO Seidman, LLP Understand Cost Applicability Lee Klumpp is a Senior Manager • Examine the different cost principles for state, local, and tribal governments; as well as with BDO Seidman, LLPs’ Assurance universities, nonprofits and for-profit organizations Division in Bethesda, MD. Prior to joining BDO Seidman, Lee • Determine whether a cost meets the criteria of being reasonable, allocable worked in the audit practices of and allowable Ernst and Young, LLP and KPMG. • Review pre-award checklist to avoid cost disallowance His representative clients included Children’s National Medical Center, Direct and Indirect Costs World Wildlife Fund American Cancer Society, Gift in Kind • Classify costs as direct or indirect based upon the treatment of that cost within the International, and American College accounting system of Cardiology. Mr. Klumpp is an • Develop an indirect cost rate proposal to U.S. Dept. of Health & Human Services accomplished speaker who has • Understand the purpose of the Direct Allocation Method, when is a local overhead presented on numerous occasions necessary and occupancy as a direct cost a part from administration on a variety of issues relating to nonprofit organizations with Selected Items of Cost significant emphasis on Office of Budget and Management Circulars • Identify and categorize cost elements from the cost principles A-133, A-122 and A-110 through • Understand Facilities & Administration (F&A) rates the Greater Washington Society • Learn about cost allocation plans, and cost policy statements of CPAs, Virginia State Society of CPA’s and the American Institute of Using and Applying Cost Principles Certified Public Accountants, as well as internally developed continuing • Develop your budget while adhering to grant guidelines and cost principles professional education programs for • Learn how to develop a compliant system for an upcoming grant audit the firms that he has worked for. • Gain insight into grant cost disallowances based on client experiences • Understand indirect rate negotiation and administration • Discuss what is an ideal indirect rate • Review the proper flow through to sub-recipients to navigate the cost process and specialized grant reports 5 5
  6. 6. Grants Management Certification Week “I feel Day Four: May 21, 2009* Understand Audit Requirements for Grants prepared Become an expert in audit requirements that includes a review of the OMB Circular A- 133 audit process. You will gain insight into how an auditor thinks and what criteria are to tackle used to evaluate an audit report. This course will help you and your agency understand both sides of the audit process. all aspects Coverage Includes: of grants Review Audit Requirements and Select Auditors management.” • Examine grant audits: the players, their authority and their roles • Use requirements such as OMB Circular A-133, the Compliance Supplement, and the GAO Yellow Book to establish your own audit guidelines Dennis Lee Churchill Community Coalition Risk Assessment and Major Program Factors • Conduct a risk assessment of your program and determine if it is high or low risk • Analyze internal controls and compliance requirements for program success Conduct the Audit • Perform audit results and findings to increase report accuracy • Monitor the auditor’s performance to avoid common errors Single Audit Reporting • Report package contents and submission procedures with Clearinghouse • Use Circular A-133 criteria to evaluate the adequacy of an audit reporting package Prepare for Your Audit • Ensure proper documentation on time and effort reports, financial and performance reports • Identify all sub-recipients and develop a monitoring file that includes program performance and financial information Tips for Grant Managers • Examine common audit findings and questioned costs • Ensure you understand and document your control system 6
  7. 7. Grants Management Certification Week Bring this Program to Your Organization Sponsorship Opportunities 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 As a conference and training create an intimate training atmosphere that maximizes knowledge transfer to enhance the provider, The Performance Institute talent within your organization. is an expert in bringing together leaders to share and discuss best Customization practices and innovations. We We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”. connect decision-makers with While many training providers will offer you some variation of their standard training, respected solution providers. 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 The Institute offers five different life examples will create a learning atmosphere that resonates with participants while at pre-designed sponsorship packages: the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can • Event Co-Sponsor address specific challenges and align the curriculum of each session to your objectives. • Session Sponsor 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. • Luncheon Sponsor Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of up • Exhibit Booth Sponsor to 300 participants per day. Areas of Expertise For more information on sponsorships or to get started, contact On-site delivery of single courses, certification programs and entire packages of Jessica Ward at 703-894-0481 x 215 specialized courses are available in the following areas: or • Strategic Planning • Performance Measurement • Project Management • Lean Six Sigma • Workforce Management • Performance-Based Budgeting • Performance-Based Contracting • Performance Reporting • Program Evaluation • Administrative Management • Leadership and Change For more information about in-house training options available to you, please contact Mark Bryan at 703-894-0481 x 225 or email him at 7
  8. 8. Grants Management Certification Week Logistics & Registration REGISTRATION VENUE & HOTEL 1. ONLINE at 2. VIA FAX to 703-894-0482 The Grants Management Certification Week 2009 will be held at The Performance Institute Training Center in Arlington, VA. A public parking garage is located inside of 3. VIA PHONE to 703-894-0481 the building for $10/day. Continental breakfast and refreshments will be provided for 4. VIA MAIL to 1515 N. Courthouse Road, Sixth Floor delegates on each day. Arlington, VA 22201 The Performance Institute 1515 North Courthouse Rd., Suite 600 Yes! Register me for Grants Management Certification Week 2009 Arlington, VA 22201 Please Select Which Day(s) You would like to attend: 703-894-0481 May 18: Course 1: Understand Grant Administrative Requirements A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by May 19: Course 2: Manage Grants and Cooperative Agreements Marriott at the prevailing rate of $209.00 until April 19, 2009. This rate is based on May 20: Course 3: Comprehend Cost Principles and Allowability the Government Per Diem and is subject to change. Please call the hotel directly and May 21: Course 4: Understand Audit Requirements for Grants reference code “Grants Certification” when making reservations to get the discounted Please call me. I am interested in a special group discount for my team rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that is also available for your convenience. Delegate Information Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd. Arlington, VA 22209 Name Title Phone: 703-528-2222 / 1-800-321-2211 Office Organization Hotel and travel costs are not included in conference tuition. TUITION Address The tuition rates for attending Grants Management Certification Week are as follows: Offerings Early Bird Rate* Regular Rate City State Zip $899 One Day $799 $1099 Two Days $999 Telephone Fax $1299 Three Days $1199 $1499 Four Days $1399 *For the Early Bird Rate, Register by March 9, 2009 and use Discount Code EBDC. Email GROUP DISCOUNTS Payment Information For more information on group discounts for Grants Management Certification Training Form/Purchase Order Check (accepted by mail only) Week 2009 please contact Chris Joseph at 703-894-0481 or email him at Credit Card CPE CREDITS Credit Card Number Billing Zip Exp. Date Delivery Method: Group-live Program Level: Beginner Prerequisites: Advanced Preparation: 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. State boards of accountancy have Please make checks payable to: The Performance Institute 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 Avenue North, Nashville, TN 37219-2417. Website: Priority Code: N122-WEB Cancellation Policy For live events: The Performance Institute will provide a registrations. Please note that the cancellation is not final to request a credit or refund, please submit it in writing no sibility for covering airfare, hotel or other costs incurred by full refund less $399 administration fee for cancellations until you receive a written confirmation. later than 10 business days after the end of the training to: registrants, including delegates, sponsors and guests. four weeks before the event. If cancellation occurs within The Performance Institute: Quality Assurance Payment must be secured prior to the conference. If payment two weeks prior to conference start date, no refund will be 1515 N. Courthouse Road, Suite 600 Discounts is not received by the conference start date, a method of issued. Registrants who fail to attend and do not cancel Arlington, VA 22201 • All ‘Early Bird’ Discounts must require payment at time of payment must be presented at the time of registration in order prior to the event will be charged the entire registration fee. registration and before the cut-off date in order to receive to guarantee your participation at the event. Note: As speakers are confirmed six months before the any discount. For webinars: The Performance Institute will provide a full event, some speaker changes or topic changes may occur • Any discounts offered whether by The Performance Insti- refund less $50 administrative fee for cancellations four in the program. The Performance Institute is not responsible Quality Assurance tute (including team discounts) must also require payment weeks before the event. If cancellation occurs within two for speaker changes, but will work to ensure a comparable at the time of registration. weeks prior to conference start date, no refund will be issued. The Performance Institute strives to provide you with the speaker is located to participate in the program. • All discount offers cannot be combined with any Registrants who fail to attend and do not cancel prior to the most productive and effective educational experience If for any reason The Performance Institute decides to cancel other offer. meeting will be charged the entire registration fee. possible. If after completing the course you feel there is this conference, The Performance Institute accepts no respon- • Discounts cannot be applied retroactively some way we can improve, please write your comments All the cancellation requests need to be made online Your on the evaluation form provided upon your arrival. Should 8 confirmation email contains links to modify or cancel fi f you feel dissatisfied with your learning experience and wish