Agenda

Day One: February 14, 2011
 
Understand Grant Administrative Management Training

8:30 Registration and Continental Breakfast

9:00 Examine Grant Administration Requirements
 •Understand the administrative requirements under OMB Circular A-102 and CFR Part 215
 •Explore all requirements and comply with all regulated conditions   
 •Review recent and upcoming changes for administration requirements
Discover the Different Types of Awards Available
 •Realize the several places to apply for grants  
 •Recognize the category of the organization that can apply for each of the types
 •Share the regulations that are incorporated into each possible award
Understand the Grant Cycle and your Responsibilities throughout the Process  
 •Gain the ability to successfully approach and complete each duty that is required
 •Improve your knowledge of how to accomplish the regulated tasks for the grant cycle
 •Identify how to carry out the pre-award, post-award, and the after-award

12:00 Lunch Break

1:00 Explore the Limitations of an Awarded Grant
 •Consider all limitations applicable to your award
 •Strategize how to follow the limitation rules while covering all tasks set by the awarded grant
 •Discuss the limitations to altering an awarding grant if the situation or goals change
Determine Reporting and Monitoring Obligations  
 •Learn about records management and disposition as it applies to your agency or organization
 •Maintain that your organization is following and implanting all applicable  regulations
 •Decide and what information must be kept to comply with reporting standards
Review Award Requirements and Contract Provisions
 •Determine which contract clauses are required on awarded grant contracts
 •Assess the requirements that need to be met for the various types of grant awards
 •Execute closeout procedures and subsequent adjustments effectively

4:00 Day One Adjourns

Day Two: February 15, 2011

Cost Principles and Allowability for Grants

8:30 Continental Breakfast

9:00 Understand Federal Cost Applicability  
 •Examine the different cost principles for state and local governments, as well as universities, and non-profits
 •Analyze the similarities of cost applicability for for-profit organizations and clarify the differences
 •Review the proper flow through to sub-recipients to navigate the grants cost process
Explore Cost Allowability
 •Determine whether a cost meets the criteria of being reasonable, allocable, and allowable
 •Review grant application budgets to familiarize yourself with cost allowability
 •Include your cost allowability decisions into your grant application and management
Classify Direct and Indirect Costs
 •Define and gain a deep comprehension of what direct and indirect costs are
 •Understand the differences between direct and indirect costs in the grant process
 •Categorize costs as direct or indirect based upon the treatment of that cost within the accounting system

12:00 Lunch Break

1:00 Interpret Cost Principals
 •Gather the historical knowledge of the meaning of cost principles and how it applies to grants management
 •Gain insight into grant cost disallowances by exploring agency and court decisions
 •Locate cost items in the cost principles and program guidelines
Clarify Reporting Standards for your Organization
 •Maintain a strict, organized, and manageable documenting system
 •Demonstrate how to accurately fill out report forms  
 •Emphasize the importance of strictly following the guidelines of reporting standards
Use and Apply Cost Principles
 •Review grant application budgets to familiarize yourself with cost allowability
 •Develop your own budget while adhering to grant guidelines
 •Identify items in your budget and procedures that would be reviewed in a grant audit

4:00 Day Two Adjourns

Day Three: February 16, 2011

Audit Requirements for Grants

8:30 Continental Breakfast

9:00 Review the Federal Grant Audit Policy and Select Auditors
 •Study the audit process of a Federal Grant
 •Clearly determine each step that will result in a successful audit
 •Select an auditor that you trust, have similar work ethics, and work well with
Prepare for your Audit
 •Ensure proper documentation on time and effort reports
 •Harness the skills needed for the proper reporting process required by the audit process
 •Identify all sub-recipients and develop a monitoring file that includes program performance and financial information
Conduct the Audit
 •Perform audit results and findings to increase grant report accuracy
 •Monitor the auditor’s performance to avoid common errors
 •Improve your ability for another award by effectively carrying out each step in the grant audit

12:00 Lunch Break

1:00 Learn how to Perform 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
 •Learn the audit and accountability requirements determined for single audit reporting
Establish the Responsibilities of the Grantee and Auditor
 •Verify the key elements that each party must complete for a successful audit process
 •Generate an clear perspective of the auditors role to avoid errors
 •Build a tight-knit relationship with your auditor for a smoothly run audit   
Discover Best Practices to Monitor the Audit Process
 •Encourage a knowledge of the monitoring process to know exactly what is going on
 •Maintain your awareness of each step to ensure complete accuracy
 •Strategize to record every meeting and document to make sure every step is carried out as described by your grant

4:00 Day Three Adjourns

Who Should Attend

Who Should Attend:
 •Executive Directors and CEOs
 •Fundraisers/Development Officers
 •Program Administrators
 •Grant Writers
 •Grantee Financial Staff
 •State and Local Health, Social Service and Research Agencies
 •Community-Based Development Organizations
…and anyone involved with grants administrative management and auditing

Top Five Reasons to Attend

Top Five Reasons to Attend:

1. Explore the role of the grant recipient and their responsibilities throughout the entire process
2. Understand how administrative requirements are essential to the award process
3. Manage grants and cooperative agreements to ensure optimum project performance
4. Examine the cost principles and audit requirements from preparation to execution   
5. Stay accountable and transparent through the entirety of the grants lifecycle

Venue and Hotel

Venue and Hotel:

Venue:
The 2011 Grants Management Training 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 Training Center
1515 North Courthouse Rd., Suite 600
Arlington, VA 22201
877-992-9521

Hotel:
A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $211.00 until January 14, 2011. This rate is based on the Government Per Diem and is subject to change. Please call the hotel directly and reference code “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 a complimentary shuttle that is also available for your convenience.   

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

Group Discounts

For more information on group discounts and rates for The 2010 Grants Management Training please contact Melvin Hall at 404-634-0681 or email him at [email protected].