Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
November 19-20, 2009
                                   Social Services Contracts and Grants
Social Services Contracts and Grants

Who                                       Day One: November 19, 2009

Should Atte...
Social Services Contracts and Grants

Speaker                                              Day Two: November 20, 2009
Social Services Contracts and Grants

Logistics & Registration                                                         ...
Upcoming SlideShare
Loading in …5

S273 Web


Published on

Published in: Education, Business
  • Be the first to comment

  • Be the first to like this

S273 Web

  1. 1. November 19-20, 2009 Social Services Contracts and Grants Arlington, VA Social Services Contracts and Grants Learn How to Create Programs that Get Funded, Stay Funded and are Aligned with Your Mission You Will Learn To: Identify and Obtain Critical Contracts and Grants Understand Audit Requirements for Grants for Your Agency Examine audit requirements and prepare to show Draft proposals that demonstrate your projects’ merit, transparency and accountability in audit proceedings excellence and innovation Manage Grants and Cooperative Agreements Implement Performance-Based Contracting for Success Manage grant work processes to encompass measurable Develop a contracting system using performance measures performance outcomes for improved grants results Earn up to 12 CPE Credits and 12 CEUs 1
  2. 2. Social Services Contracts and Grants Who Day One: November 19, 2009 Should Attend: The Grant Game: Write Successful Performance Based Proposals for Social Services Contracts and Grants • Program Managers In today’s economic landscape, writing a performance-based proposal involves a strategic • Grants Managers process of planning and research of potential funders. The development of a step-by-step • Contract Officers process will help you examine the ins and outs for proposal process and help you prepare • Procurement Officials to write one for your organization of agency. • Acquisition Managers 8:30 • City/County Managers Registration and Continental Breakfast • State Human Services Officials • Non-governmental 9:00 Service Providers Craft Proposals to Get Your Agency Noticed • Faith-based Organizations • Understand the necessary components of a performance-based proposal • Contractors • Develop a proposal with the end goal in mind and communicate that throughout • Grant Makers the process • Grantees ...and anyone involved in Learn to Build a Winning RFP contracts or grants for social • Identify your strategic program needs and identify when you should bid on an RFP service programs • Design and build- in logical performance measures as part of the RFP Develop a Sound Proposal That Will Get Noticed Top 5 • Apply the basics of grant proposal development & key components of a proposal • Implement tips for enhanced funding and for making your proposal more relevant, Reasons to Attend: concise and informative 12:00 1. Acquire the knowledge to Lunch Break effectively implement performance based contracting objectives 1:00 2. Learn to form a relationship Understand How to Target Reliable Funders with funding sources to better • Seek funding sources that are most likely to award grants and renewals understand the funder point of view • Understand the requirements of government funding sources, non-governmental and private funders 3. Learn to create effective performance measures for The Dos and Don’ts: Avoid Common Pitfalls in the Proposal Process your grant • Learn from examples of failed proposals in order to ensure your organization stands out 4. Navigate the audit process • Develop checklists and best practices to take back to your organization or agency to to ensure proper program easily navigate the proposal process performance and reporting 5. Craft RFPs to get your 4:00 organization or agency noticed Day One Adjourns 2
  3. 3. Social Services Contracts and Grants Speaker Day Two: November 20, 2009 Biographies: Audit Overload? Understand the Audit Process for Contracts and Grants The necessity of the audit process can often seem tedious and daunting. Develop the Reid Zimmerman tools in this interactive session to navigate the audit process including developing internal PhD, CFRE, Zimmerman Consulting controls, preparing for the audit and gain insight for program managers. Reid has been actively involved in social sector leadership for over twenty-five years, serving 8:30 as an Executive Director, Board Member or Continental Breakfast Senior Development Officer for a number of organizations, including the Minnesota 9:00 Council of Nonprofits and the Hazelden Foundation. In addition to being on the faculty Review Audit Requirements and Select Auditors at Hamline University, Reid works as an educator and nonprofit consultant, specializing • Examine grant audits: the players, their authority and their roles in organizational leadership, strategic planning, • Use requirements such as OMB Circular A-133, the Compliance Supplement, and the program evaluation and fundraising. Reid GAO Yellow Book to establish your own audit guidelines holds a PhD in Organizational Development emphasizing Nonprofit Organizational Change and Effectiveness from Union Institute and Conduct a Risk Assessment on Major Program Factors University in Cincinnati. He is also credentialed as a Certified Fundraising Executive (CFRE) with • Conduct a risk assessment of your program and determine if it is high or low risk the Association of Fundraising Professionals • Analyze internal controls and compliance requirements for program success and is a member of the Board of Evaluators for the MN Council for Quality. Reid has authored Grantwriting 101: It’s Not a Mission Navigate the Program Audit Impossible!! (2001), numerous articles on • Produce audit results and findings to increase report accuracy fundraising and evaluation and served as a member of the editorial committee for MCN’s • Monitor the auditor’s performance to avoid common errors and mistakes Principles and Practices of Nonprofit Excellence (1994 & 2005). As an Executive Director and 12:00 Fiscal Agent, he has managed many Federal, Lunch Break State and Private grants. 1:00 Lee Klumpp CPA , BDO Seidman, LLP Maneuver Single Audit Reporting • Report package contents and submission procedures with the appropriate clearinghouse Mr. Klumpp is a Senior Manager with BDO Seidman, LLP’s Assurance Division in Bethesda, • Use Circular A-133 criteria to evaluate the adequacy of an audit reporting package MD. Prior to joining BDO Seidman, Lee worked in the audit practices of Ernst and Young, LLP Prepare Your Organization for Audit Procedures and KPMG. His representative clients included Children’s National Medical Center, World • Ensure proper documentation on time and effort reports, financial and Wildlife Fund, American Cancer Society, Gifts performance reports in Kind International, and American College of Cardiology. Mr. Klumpp is an accomplished • Identify all sub-recipients and develop a monitoring file that includes program speaker who has presented on numerous performance and financial information occasions on a variety of issues relating to nonprofit organizations with significant emphasis Procure Tips for Grant Managers on Office of Budget and Management Circulars A-133, A-122 and A110 through the Greater • Examine common audit findings and questioned costs of the final product Washington Society of CPA’s, Virginia State • Ensure you understand and document your internal control system Society of CPA’s and the American Institute of Certified Public Accountants, as well as internally developed continuing professional education 4:00 programs for the firms that he has worked. Adjourn 3
  4. 4. Social Services Contracts and Grants Logistics & Registration REGISTRATION 1. ONLINE at VENUE & HOTEL 2. VIA FAX to 866-234-0680 Social Services Contracts and Grants will be hosted at The Performance Institute’s 3. VIA PHONE to 877-992-9521 Training Center in Arlington, VA, just one block east of the Courthouse stop on the 4. VIA MAIL to 805 15th Street NW, 3rd Floor Orange Line of the D.C. Metro. A public parking garage is located inside of the building for $10/day. Continental breakfast and refreshments will be provided for delegates on Washington, DC 20005 each day. Yes! Register me for Social Services Contracts and Grants The Performance Institute Training Center Please call me. I am interested in a special Group Discount for my team 1515 North Courthouse Rd., Suite 600 Arlington, VA 22201 Delegate Information 877-992-9521 A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Name Title Marriott at the prevailing rate of $233.00 until October 22, 2009. This rate is based on the Government Per Diem and is subject to change. Please call the hotel directly and reference code “Contracts and Grants” when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about Office Organization a complimentary shuttle that is also available for your convenience. Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd. Address Arlington, VA 22209 Phone: 703-528-2222 / 1-800-321-2211 City State Zip TUITION & GROUP DISCOUNTS The tuition rate for Social Services Contracts and Grants is as follows: Telephone Fax Early Bird Rate Regular Rate Conference Only $699 $799 Email *For the Early Bird Rate, register before September 10, 2009 For more information on group discounts for Social Services Contracts and Grants please contact Melvin Hall at 202-739-9630 or email him at Payment Information Training Form/Purchase Order CPE CREDIT Check (accepted by mail only) Credit Card Delivery Method: Group-live Program Level: Beginner Prerequisites: None Advanced Preparation: None CPE Credits: 12 (Six per day) The Performance Institute is registered with the National Association of State Boards of Accountancy (NASBA) Credit Card Number Expiration Date as a sponsor of continuing professional education on the National Registry of CPE Sponsors. 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 Avenue North, Nashville, TN 37219-2417. Website: Name on Card 3 Digit Card verification # CEUs This program is approved by the National Association of Social Workers (provider Billing Zip Code #886517424) for 12 continuing education contact hours. Please make checks payable to: The Performance Institute Cancellation Policy: Payment must be secured prior to the conference. If For live events: The Performance Institute will provide payment is not received by the conference start date, Priority Code: S273-WEB a full refund less $399 administration fee for cancel- a method of payment must be presented at the time of lations four weeks before the event. If cancellation registration in order to guarantee your participation occurs within two weeks prior to conference start at the event. date, no refund will be issued. Registrants who fail Note: As speakers are confirmed six months before Discounts Quality Assurance: to attend and do not cancel prior to the event will be the event, some speaker changes or topic changes • All ‘Early Bird’ Discounts must require payment at The Performance Institute strives to provide you with may occur in the program. The Performance charged the entire registration fee. time of registration and before the cut-off date in the most productive and effective educational experi- Institute is not responsible for speaker changes, but order to receive any discount. For webinars: The Performance Institute will provide ence possible. If after completing the course you feel will work to ensure a comparable speaker is located a full refund less $50 administrative fee for cancel- there is some way we can improve, please write your • Any discounts offered whether by The Perfor- to participate in the program. mance Institute (including team discounts) must lations four weeks before the event. If cancellation comments on the evaluation form provided upon your occurs within two weeks prior to conference start arrival. Should you feel dissatisfied with your learning If for any reason The Performance Institute decides also require payment at the time of registration. date, no refund will be issued. Registrants who fail experience and wish to request a credit or refund, to cancel this conference, The Performance Institute • All discount offers cannot be combined with any to attend and do not cancel prior to the meeting will please submit it in writing no later than 10 business accepts no responsibility for covering airfare, hotel other offer. be charged the entire registration fee. days after the end of the training to: or other costs incurred by registrants, including • Discounts cannot be applied retroactively delegates, sponsors and guests. All the cancellation requests need to be made online. The Performance Institute: Corporate Headquarters Your confirmation email contains links to modify or 805 15th Street NW, 3rd Floor cancel registrations. Please note that the cancellation Washington, DC 20005 is not final until you receive a written confirmation. 4