N122

www.PerformanceWeb.org/Grants 1

Earn up to 24 CPE Credits

Examine and Learn Proven Methods to Manage Grants Effectivelywww.PerformanceWeb.org/Grants

Obtain and Enhance Knowledge and Skills Necessary to Effectively Manage the Grant Process

Grants Management Certifi cation WeekOO

October 19-22, 2009 | Washington, DC

Featuring Four Interactive Courses:Course 1: Understand Grant Administrative RequirementsDevelop an overview of uniform administrative and fi nancial requirements necessary for grant compliance

Course 2: Manage Grants and Cooperative AgreementsLearn how to effi ciently and effectively manage grant work processes, and how to solidify relationships in the grants management process

Course 3: Comprehend Cost Principles and AllowabilityUnderstand the importance of indirect and direct costs and how to use and apply cost principles

Course 4: Understand Audit Requirements for GrantsCultivate an understanding of audit requirements and how to conduct and prepare for an audit


Grants Management Certifi cation Week

Who Should Attend:

Grants Managers

Grantee Financial Staff

Sponsored Program Administrators

Program Officials

Program Managers

Principal Research Investigators

Auditors

Awarding Agency Staff

... and anyone involved with grants project or administrative management and auditing

Top 5 Reasons to Attend:

Understand administrative requirements and how they are essential to the award process

Manage grants and cooperative agreements to ensure optimum project performance

Comprehend cost principle rules and how they relate to your agency or organization

Examine all aspects of audit requirements from preparation to execution

Earn a grants manager certificate

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Grants Management Certificate

To address the need for skilled professionals in grants management, the Performance Institute now offers a Grants Manager Certifi cate program. In order to achieve professional excellence, you must continually expand your skills and education. As grants become an increasingly important funding mechanism at all levels, the bar has been raised in government agencies, private organizations and nonprofi ts as managers seek to hire, promote and work with the most skilled individuals.

Complete two steps to earn your certifi cate:

Step 1: Complete the prerequisite course, Grants Management for Results Training

You may fulfi ll the prerequisite of the Grants Management for Results Training by meeting one or more of the following requirements:

Three years as a grants manager or analyst or program personnel whose main responsibility is the development and administration of grants

Successfully completing fi ve or more grant applications that have received money

Have been awarded grants totaling $500,000 and above

You will be required to submit a letter of intent outlining your qualifi cations and desire to opt out of the Grants Management for Results Training Series based on your current expertise.

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 [email protected] prior to start date of the certifi cation training. We will evaluate individuals on a case-by-case basis.

Step 2: Attend the four advanced grants courses:Course 1: Understand Grant Administrative Requirements

Course 2: Manage Grants and Cooperative Agreements

Course 3: Comprehend Cost Principles and Allowability

Course 4: Understand Audit Requirements for Federal Grants

Benefi ts of the Certifi cation include advancing your career through the knowledge you have acquired as a certifi ed grants manager. Education and professional certifi cation are becoming necessary for promotions to coveted positions and with this certifi cate you will stand out among your competition.

For more information about certifi cation, please contact Chris Joseph at 703-894-0481 or email at [email protected].

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Speaker Biography:

Elizabeth G. Holden MPA, EDFP, Senior Fellow, Council for Nonprofi t Innovation

Ms. Elizabeth G. Holden is a widely sought after national consultant and trainer on organizational issues that affect the public, private and nonprofi t sectors. She is currently CEO of PrimePoint, a non-partisan consulting fi rm whose mission is to increase organizational capacity by engaging human potential.

Ms. Holden currently serves as a Senior Fellow with the Performance Institute and the Council for Nonprofi t Innovation in Washington, D.C. The Performance Institute and the Council are national, non-partisan think tanks that provide consulting and training services to public agencies and nonprofi t organizations.

Previously, Ms. Holden was a trainer and consultant with Organizational Leadership Programs (OLP) and the Institute of Public Policy (IPP) at the Harry S Truman School of Public Affairs, University of Missouri. She provided organizational, leadership, and professional development training and consulting services to organizations operating in the public, private and nonprofi t sectors.

Day One: October 19, 2009*Understand Uniform Administrative Requirements 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-tive issues. You will also gain fundamentals to review recipient fi nancial procedures and use administrative requirements to direct enforcement measures. These principles will help your agency with variations in implementation.

Coverage Includes:

Overview of Administrative Requirements Understand the administrative requirements under OMB Circular A-102 and CFR Part 215

Examine the development of administrative requirements as well as recent and planned changes

Standards for Financial Management Systems Review grant recipient fi nancial system procedures and conform with the administrative requirements

Prepare and develop a reporting schedule for fi nancial and progress reports

Property and Procurement Standards Identify standards for title, use and disposition of real and intangible property, equipment and supplies

Examine and avoid common pitfalls resulting from insuffi cient property management and procurement standards

Reports and Records Decide when grant records may be discarded and what information you must keep

Learn about records management and disposition as it applies to your agency or organization

Termination and Enforcement Use administrative requirements to guide corrective actions and enforcement measures

Compile applicable federal, state and agency requirements for the enforcement, sanction, and termination of awards overseen by contractors and subcontractors

After-Award Requirements and Contract Provisions Determine which contract clauses are required on awarded grants contracts

Execute closeout procedures and subsequent adjustments effectively

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*Please note that each day begins at 9:00 am and ends at 4:00 pm. There will be a one hour lunch break everyday from 12:00-1:00 pm.



Day Two: October 20, 2009*Manage Grants and Cooperative Agreements 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 defi ciencies by becoming adept at gauging grant performance and compliance.

Coverage Includes:

Relationships in Managing Federal GrantsDetermine applicable statutory and regulatory authorities and their impact on grants administration

Implement grant terms and conditions: payment, cost sharing, and program income treatment under Circular 102 and 2 CFR Part 215

Changes in Budget and ScopeIdentify, determine and valuate proposed changes in budget and scope

Collaborate with awarding agency to obtain approval for budget changes

Project Performance Monitor and report program and fi nancial performance goals and objectives

Ensure optimum performance of sub-recipients and their benefi ciaries

Examine the Award Agency’s RoleExamine monitoring methods, audits and sanctions by the awarding agency

Learn how agencies and auditors review internal controls through site visits

End-of-Grant IssuesPrepare for the closeout process by reviewing grants documents

Review renewals and extensions procedures to avoid pitfalls

Improving Management of Subsequent GrantsConduct self evaluation to prepare for future application processes

Negotiate the next grant by implementing new techniques to make your agency stand out

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Speaker Biography:

Paul CalabreseSenior Manager

Mr. Calabrese is a Senior Manager, providing accounting and consulting services to not-for-profi t and government contracting clients. Mr. Calabrese has considerable experience with the Cost Accounting Standards (CAS) and CAS disclosure statements, Federal Acquisition Regulation Cost Principles (FAR), Department of Defense (DOD) FAR Supplement, OMB Circulars A-110 and A-122 (cost principles for non-profi t organizations), the Federal Accounting Standards and Advisory Board (FASAB cost practices for federal agencies), and the Defense Contract Audit Agency (DCAA) manual.

Mr. Calabrese has 28 years of professional experience. In addition to 10 years of experience at a public accounting fi rm and 13 years with three government contractors, he was a Senior Auditor for the Defense Contract Audit Agency (DCAA).

Mr. Calabrese received his Bachelor of Science degree in Business Administration from George Mason University with a core concentration in accounting. He is a fellow of the Greater Washington Society of Certifi ed Public Accountants (GWSCPA), including the Chair of their Not-For-Profi t Committee starting in the fall of 2007.



Day Three: October 21, 2009*Understand OMB Cost Principles to Improve Cost Recovery Obtain the knowledge to comprehend allowability of costs under the federal 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.

Coverage Includes:

Understand Cost ApplicabilityExamine the different cost principles for state, local, and tribal governments; as well as universities, nonprofi ts and for-profi t organizations

Determine whether a cost meets the criteria of being reasonable, allocable and allowable

Review pre-award checklist to avoid cost disallowance

Direct and Indirect CostsClassify costs as direct or indirect based upon the treatment of that cost within the accounting system

Develop an indirect cost rate proposal to U.S. Dept. of Health & Human Services

Understand the purpose of the Direct Allocation Method, when is a local overhead necessary and occupancy as a direct cost a part from administration

Selected Items of CostIdentify and categorize cost elements from the cost principles

Understand Facilities & Administration (F&A) rates

Learn about cost allocation plans, and cost policy statements

Using and Applying Cost Principles Develop your budget while adhering to grant guidelines and cost principles

Learn how to develop a compliant system for an upcoming grant audit

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 fl ow through to sub-recipients to navigate the cost process and specialized grant reports

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Speaker Biography:

Lee KulmppSenior Manager, Assurance Division, BDO Seidman, LLP

Lee Klumpp is a Senior Manager with BDO Seidman, LLPs’ Assurance Division in Bethesda, MD. Prior to joining BDO Seidman, Lee worked in the audit practices of Ernst and Young, LLP and KPMG. His representative clients included Children’s National Medical Center, World Wildlife Fund American Cancer Society, Gift in Kind International, and American College of Cardiology. Mr. Klumpp is an accomplished speaker who has presented on numerous occasions on a variety of issues relating to nonprofi t organizations with signifi cant emphasis on Offi ce of Budget and Management Circulars A-133, A-122 and A-110 through the Greater Washington Society of CPAs, Virginia State Society of CPA’s and the American Institute of Certifi ed Public Accountants, as well as internally developed continuing professional education programs for the fi rms that he has worked for.



“I feel prepared to tackle

all aspects of grants

management.”Dennis Lee

Churchill Community Coalition

Day Four: October 22, 2009*Understand Audit Requirements for Grants 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 used to evaluate an audit report. This course will help you and your agency understand both sides of the audit process.

Coverage Includes:

Review Audit Requirements and Select Auditors 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

Risk Assessment and Major Program FactorsConduct 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 AuditPerform audit results and fi ndings to increase report accuracy

Monitor the auditor’s performance to avoid common errors

Single Audit ReportingReport package contents and submission procedures with Clearinghouse

Use Circular A-133 criteria to evaluate the adequacy of an audit reporting package

Prepare for Your AuditEnsure proper documentation on time and effort reports, fi nancial and performance reports

Identify all sub-recipients and develop a monitoring fi le that includes program performance and fi nancial information

Tips for Grant Managers Examine common audit fi ndings and questioned costs

Ensure you understand and document your control system

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Bring this Program to Your OrganizationOne 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.

CustomizationWe 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 identifi cation 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 specifi c 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 ExpertiseOn-site delivery of single courses, certifi cation programs and entire packages of specialized courses are available in the following areas:

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 [email protected].

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Sponsorship Opportunities

As a conference and training provider, The Performance Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solution providers.

The Institute offers fi ve different pre-designed sponsorship packages:

Event Co-Sponsor

Session Sponsor

Luncheon Sponsor

Exhibit Booth Sponsor

For more information on sponsorships or to get started, contact Jessica Ward at 703-894-0481 x 215 or [email protected]

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VENUE & HOTELThe Grants Management Certifi cation Week 2009 will be held at The Performance Institute Training Center in Arlington, VA. A public parking garage is located inside of the building for $10/day. Continental breakfast and refreshments will be provided for delegates on each day.

The Performance Institute1515 North Courthouse Rd., Suite 600Arlington, VA 22201703-894-0481

A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $209.00 until September 18, 2009. This rate is based on the Government Per Diem and is subject to change. Please call the hotel directly and reference code “Grants Certifi cation” 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 a complimentary shuttle that is also available for your convenience.

Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd.Arlington, VA 22209Phone: 703-528-2222 / 1-800-321-2211http://www.CourtyardArlingtonRosslyn.com

Hotel and travel costs are not included in conference tuition.

TUITIONThe tuition rates for attending Grants Management Certifi cation Week are as follows:

Offerings Early Bird Rate* Regular Rate

One Day $799 $899

Two Days $999 $1099

Three Days $1199 $1299

Four Days $1399 $1499

*For the Early Bird Rate, Register by March 9, 2009 and use Discount Code EBDC.

GROUP DISCOUNTSFor more information on group discounts for Grants Management Certifi cation Week 2009 please contact Chris Joseph at 703-894-0481 or email him at [email protected].

CPE CREDITSDelivery Method: Group-live Program Level: BeginnerPrerequisites: Advanced Preparation:CPE Credits: 6 credits per day

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 fi nal 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.

REGISTRATION1. ONLINE at www.PerformanceWeb.org/Grants2. VIA FAX to 703-894-0482 3. VIA PHONE to 703-894-04814. VIA MAIL to 1515 N. Courthouse Road, Sixth Floor

Arlington, VA 22201

Yes! Register me for Grants Management Certifi cation Week 2009

Please Select Which Day(s) You would like to attend: May 18: Course 1: Understand Grant Administrative Requirements May 19: Course 2: Manage Grants and Cooperative Agreements May 20: Course 3: Comprehend Cost Principles and Allowability May 21: Course 4: Understand Audit Requirements for Grants

Please call me. I am interested in a special group discount for my team

Delegate Information

Name Title

Offi ce Organization

Address

City State Zip

Telephone Fax

Email

Payment Information Training Form/Purchase Order Check (accepted by mail only) Credit Card

Credit Card Number Billing Zip Exp. Date

Name on Card 3-Digit Verifi cation #

Please make checks payable to: The Performance Institute

Cancellation Policy

For live events: The Performance Institute will provide a full refund less $399 administration fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference 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.

For webinars: The Performance Institute will provide a full refund less $50 administrative fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the meeting will be charged the entire registration fee.

All the cancellation requests need to be made online Your confi rmation email contains links to modify or cancel

registrations. Please note that the cancellation is not fi nal until you receive a written confi rmation.

Payment must be secured prior to the conference. If payment is not received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your participation at the event.

Quality Assurance

The Performance Institute strives to provide you with the most productive and effective educational experience possible. If after completing the course you feel there is some way we can improve, please write your comments on the evaluation form provided upon your arrival. Should you feel dissatisfi ed with your learning experience and wish

Priority Code: N122-WEB

Logistics & Registration

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to request a credit or refund, please submit it in writing no later than 10 business days after the end of the training to: The Performance Institute: Quality Assurance1515 N. Courthouse Road, Suite 600Arlington, VA 22201

Note: As speakers are confi rmed six months before the event, some 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.

If for any reason The Performance Institute decides to cancel this conference, The Performance Institute accepts no respon-

sibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

Discounts

• All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount.

• Any discounts offered whether by The Performance Insti-tute (including team discounts) must also require payment at the time of registration.

• All discount offers cannot be combined with any other offer.

• Discounts cannot be applied retroactively