N122

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
www.PerformanceWeb.org/Grants 1
www.PerformanceWeb.org/Grants

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 Donaldson@Performanceweb.org 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 Joseph@PerformanceWeb.org.
5. Earn a grants manager certificate
2


*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


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


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


“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


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 Ward@PerformanceWeb.org
• 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 Bryan@PerformanceWeb.org.

7


Logistics & Registration
REGISTRATION
VENUE & HOTEL 1. ONLINE at www.PerformanceWeb.org/Grants
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
http://www.CourtyardArlingtonRosslyn.com
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
Joseph@PerformanceWeb.org.

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: www.nasba.org. 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

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