Write, Manage and Comply in a New Era of Accountability and Transparency

Transcription

1 Grants Management for August Results 17-19, Washington, DC Optional Post Conference Workshops August 20, 2009 Write, Manage and Comply in a New Era of Accountability and Transparency Featuring an Interactive and Comprehensive Workshop: Federal Grant Compliance for Nonprofits: Once You Get the Money, How to Stay Out of Jail! Day One: Proposal Planning and Development Create a framework for writing, developing and securing grants for your organization Day Two: Budget and Financial Management for Grants Prepare budgets accurately, on-time and according to financial parameters in today s grants landscape Day Three: Accountability, Evaluation and Performance Monitoring Enhance grant performance and management to report successful outcomes to grantors 1

2 Who Who Day One: Monday, August 17, 2009 Proposal Planning and Development Senior Project Managers Executive Directors and Project CEOs Managers Program Fundraisers/Development Managers PMO Offi cers Managers Project Program Team Administrators Leaders Project Grant Managers Portfolio Directors Grant Writers Directors, Quality Assurance State, and Local Personnel Health, Social Service, and Chief Research Information Agencies Officers Trustees Interested in Project Support Staff Improving Evaluation and and Performance anyone with an interest in improving their Community-Based leadership skills Development Organizations (CBDOs) Community Development Corporations 8:30 Registration & Continental Breakfast 9:00 The Results-Based Framework for Grants Programs Develop a results-based accountability framework for your grants program that includes performance measures, expected results and outcomes Understand vital characteristics of successful grant programs and align your program with 2009 standards, including the Recovery Act 10:00 Understand Your Needs: Problem Identification Devise a grants management and application process utilizing a strong problem based methodology Assess the problem before selling the solution Problems Motivate, Goals Direct 11:00 Know Your Funding Environment and Targeting Funding Sources Examine public and private funding sources in your community as well as upcoming opportunities related to the Recovery Act Identify appropriate funding sources such as Federal, State and Local government entities, including the revitalized Grants.gov, as well as private and corporate funders 12:00 Lunch Break Grants Coordinators Planning Specialists and all those involved in the grants management process 2

3 Reasons Day One, Cont.: Monday, August 17, Identify government actions which are shaping the future grants landscape, including the Recovery Act 2. Develop a framework that empowers your organization to write effective grant proposals that boost success 3. Establish goals and strategies to meet performance outcomes and stay accountable 4. Measure and report results to grantors and funders through performance-based reporting requirements 5. Understand the new government-wide grant requirements and determine their effects on grants management 1:00 Proposal Development: Identify Key Activities in Need of Funding Develop a clear and concise proposal description to make your application stand out Utilize the Work Breakdown Structure (WBS) to capture critical program areas in need of resources 2:00 Make the Case: Learn to Write Effective Grant Proposals Isolate grant application success factors to get your proposal requests noticed under the current framework and the new Recovery Act guidelines Build and implement a proposal framework to maximize application effi ciency 4:00 Adjourn Speaker: Elizabeth Holden Senior Fellow, The Performance Institute CEO and Founder, PrimePoint LLC 3

4 Day Two: Tuesday, August 18, 2009 Budget and Financial Management for Grants 8:30 Continental Breakfast 9:00 Overview of the Grants Budget Process Understand the role of the budget in application procedures and current guidelines Align strategies with expenditures during and after the budget process 10:00 Budget and Forecast Your Funding Requirements Develop a comprehensive needs assessment program spending plan and outline a timeframe for budget spending Incorporate indirect costs into your budget for ensured success 11:00 Costing Rules and Regulations Determine applicable legislation and stimulus funding compliance issues Link direct and indirect costs to implement indirect cost rate allocation methodologies 2:00 Finalize the Budget Review the application narrative against the budget to ensure accuracy Solidify the application budget and budget narrative before submission 3:00 Apply Lessons Learned with Budget Scenarios Review budget templates and budget narratives from the perspective of an agency s budgeting process Examine fi nancial history requests, forecast costs, and program activities 4:00 Adjourn Speaker: Gail Vertz President American Association of Grant Professionals 12:00 Lunch Break 1:00 Stay Compliant: What You Need to Know About Financial Management for Grants Create a team approach to grants compliance management that includes all critical internal functions Ensure proper resource allocation and oversight necessary for grants compliance 4

5 Day Three: Wednesday, August 19, 2009 Accountability, Evaluation and Performance Monitoring 8:30 Continental Breakfast 9:00 Understand Grant Accountability and Performance Requirements Examine GPRA and other federal mandate requirements for grants management in a post-stimulus environment Assess new requirements that impact granting agencies, passthrough entities, and recipients/sub- recipients 10:00 Show Me the Measures: Develop and Use Performance Measures - The Logic Model Utilize Logic Modeling to link end outcomes to specifi c program activities Identify framework for grant planning, management and evaluation 11:00 Manage for Results: Collect, Monitor and Manage Using Performance Measures Develop guidelines for measuring the performance of grants programs: design, implement and effectively use performance indicators Implement proven best practices in performance-based grants management and learn to conduct self-evaluations and compliance procedures 12:00 Lunch Break 1:00 Effective Program Evaluation Examine program staffi ng and resource levels to ensure roles are clearly defi ned Align internal formal and informal policies and procedures to improve grant performance through the grant life cycle 2:00 Report Performance: Crafting and Communicating Your Message Relay your organization s performance to grantors/funders through effective reporting for accountability and transparency Align reporting requirements to internal data collection practices to respond with correct performance data 3:00 Grants Closeout and Audit Determine the appropriate procedures for settling accounts completely, including unexpended advances, interest and program revenue Examine Recovery Act and alternative funding sources closeout requirements and record retention guidelines 4:00 Adjourn Speaker: Reid A. Zimmerman, M.Div., Ph.D. CFRE Senior Fellow, The Performance Institute Principal, Zimmerman Consulting 5

6 Who Grant Management Certification: Senior Project Managers 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. Project Managers Program Managers PMO Managers Project Team Leaders Project Portfolio Directors Earn your certificate in 2 steps: Directors, Quality Assurance Personnel Step 1: Complete the prerequisite course, Grants Management for Results Training Chief Information grants Officers courses: Step 2: Attend the four advanced Course 1: Understand Grant Administrative Project Support RequirementsStaff Course 2: Manage Grants and Cooperative and anyone Agreements with an interest in improving and Allowability their leadership skills Course 3: Comprehend Cost Principles Course 4: Understand Audit Requirements for Grants Education and professional certification are becoming increasingly necessary for promotions to coveted positions and with this certificate you will stand out among your competition. For more information about certification, please contact Chris Joseph at or at Joseph@PerformanceWeb.org. Workshop: Thursday, August 20, :30 Post-Conference Workshop Registration & Continental Breakfast 9:00 Post-Conference Workshop Federal Grant Compliance for Nonprofits: Once You Get the Money, How to Stay Out of Jail! Under the Recovery and Reinvestment Act, transparency and accountability are mandated compliance components that must be demonstrated through out the entire grant life cycle. TThis workshop will begin with an overview of grant compliance under OMB Circulars A-110 & A-122 cost principles, associated internal controls and required procedures. You will receive best practices, checklists and forms as well as a case study that dissects how three nonprofi ts became non-compliant. The course will also cover funding statistics and agency and grant opportunities to expand your resource and knowledge base as you navigate the grants process and seek to obtain new funding. 12:00 Lunch Break 1:00 Post-Conference Workshop Continued How to Develop Indirect Cost Rates for Nonprofits This session will build upon the morning s lesson to provide participants with the both the conceptual and hands-on tools for developing indirect cost rates for nonprofi ts regardless of whether they receive federal grants. This course will cover a wide variety of indirect rates: fringe, local overhead, occupancy, and General and Administrative (G&A) rates for nonprofi t organizations. Learn about: Essential rate mechanics: basics of indirect rates and project cost accounting and defi nitions Designing a cost accounting system to compute indirect rates A model to convert an annual budget to an indirect rate system based on U.S. Dept. of Labor model for a bifurcated G&A (onsite and offsite) The steps for designing an indirect rate system U.S. Department of Health and Human Services model Indirect Cost Rate Proposal Single G&A Indirect Cost Rate 4:00 Workshop Adjourns Speaker: Paul H. Calabrese Senior Manager, Rubino & McGeehin, CPAs and Consultants 6

7 Who Included with Your Tuition : Senior Project Managers The Federal Grants Management Handbook, Project Managers the most comprehensive and trusted Program Managers source for administering federal PMO program Managers funds from submitting Project grant Team proposals Leadersto setting up fi nancial management Project Portfolio systems for payment and Directors reporting initiating audits Directors, and grant Quality closeout to searching Assurance for best Personnel practices and Chief procedures. Information You ll get all the Officers primary source documents grant recipients need OMB Project Support Staff circulars, Treasury regulations and and other anyone government-wide with an policies interest such in as improving lobbying their leadership skills restrictions, debarment and nondiscrimination. Grants Webinar Series Understand Grant Regulation, Evaluation and Reporting Requirements: June 15 19, 2009 In today s world of limited resources on time and money, webinars are a great way to gain knowledge without taking time away from the offi ce. The Performance Institute hosts a week long webinar series on Understand Grant Regulation, Evaluation and Reporting Requirements. You will learn to better understand grants regulations and requirements and effectively evaluate and improve your grant performance throughout the grant lifecycle. The series includes: Day One: How to Develop Indirect Cost Rates for Nonprofits Designing a cost accounting system to compute indirect rates Understand the links between direct and indirect costs and implement indirect cost rate allocation methodologies Day Two: Staying Compliant: What You Need to Know About Financial Management for Grants Examine the hierarchy of grant compliance requirements and incorporate best practices to meet those needs Ensure proper resource allocation, oversight and management system necessary to ensure grants compliance Day Three: Monitoring the Money- Budgeting and Forecasting Grants Review a typical budget template and budget narrative from the perspective of an agency s budgeting process Estimate and forecast costs of program activities in regards to treatment of capital assets, and multi-year obligations Day Four: Program Evaluation and Reporting Conduct frequent self-evaluations to ensure grants are being used effectively Align reporting requirements to internal collection practices Day Five: Grants Closeout and Audit Requirements Determine the appropriate procedures for settling accounts completely, including unexpended advances, interest and program revenue Examine closeout requirements and record retention guidelines 7

8 Logistics & Registration Venue Grants Management for Results 2009 will be hosted at The Performance Institute s Training Center in Arlington, VA, just one block east of the Courthouse stop on the 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 each day. The Performance Institute 1515 North Courthouse Rd., Suite 600 Arlington, VA A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $ until July 19, This rate is based on the Government Per Diem and is subject to change. Please call the hotel directly and reference code Grants Management 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 Phone: / Hotel and travel costs are not included in conference tuition. REGISTRATION 1. ONLINE at 2. VIA FAX to VIA PHONE to VIA MAIL to 1515 N. Courthouse Road, Sixth Floor Arlington, VA Yes! Register me for Grants Management for Results 2009 Register me for the following only (choose): Day One Day Two Day Three Workshop Please call me. I am interested in a special group discount for my team Delegate Information Name Office Address Title Organization Tuition The tuition rate for Grants Management for Results 2009 is as follows: City State Zip Offerings Early Bird Rate Regular Rate One Day $299 $399 Two Days $499 $599 Three Days $799 $899 Workshop $299 *For the Early Bird Rate, register before June 8, 2009 For more information on group discounts for Grants Management for Results 2009, please contact Chris Joseph at x224 or him at Joseph@PerformanceWeb.org. Telephone Payment Information Training Form/Purchase Order Credit Card Fax Check (accepted by mail only) CPE Credits Delivery Method: Group-live Program Level: Beginner 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 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 Website: Credit Card Number Billing Zip Exp. Date Name on Card 3-Digit Verification # Please make checks payable to: The Performance Institute Priority Code: N124-WEB 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. All the cancellation requests need to be made via Cvent or . Your confirmation contains links to modify or cancel registrations. Please note that the cancellation is not final until you receive a written confirmation. 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 dissatisfied with your learning experience and wish 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 Assurance, 1515 N. Courthouse Road, Suite 600, Arlington, VA Note: As speakers are confirmed 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 responsibility 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 Institute (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