This two-day training event focused on social services contracts and grants. Day one covered writing successful performance-based proposals and identifying reliable funding sources. Day two examined audit requirements for grants and how to prepare for and navigate the audit process. Speakers would provide advice on drafting proposals, conducting risk assessments, and ensuring proper documentation. The event aimed to help attendees obtain and manage contracts and grants while implementing performance measures and accountability.

1. November 19-20, 2009
Social Services Contracts and Grants
Arlington, VA
Social Services
Contracts and Grants
Utilizing Performance, Transparency and Accountability to Improve Contracts
and Grants in Social Services Programs
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
www.PerformanceInstitute.org/SocialServices
www.PerformanceWeb.org/SocialServices 1

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
www.PerformanceWeb.org/SocialServices 2

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
www.PerformanceWeb.org/SocialServices 3

4. Social Services Contracts and Grants
Logistics & Registration REGISTRATION
1. ONLINE at www.PerformanceWeb.org/SocialServices
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
www.courtyardarlingtonrosslyn.com 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 Melvin.Hall@PerformanceInstitute.org. 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: www.nasba.org 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
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to participate in the program. mance Institute (including team discounts) must
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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
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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
www.PerformanceWeb.org/SocialServices