A Four-Day Class with information and tools you can immediately apply back on the job.
Focus on the unique performance management and measurement issues for grants and grant-funded programs. You enhance your awareness of performance issues relating to both achievement of program goals and effective and efficient management of program resources. Learn to apply a step-by-step, hands-on process on how to develop and use a formalized monitoring function for grants within your agency. Identify monitoring issues and tools applicable for both grantors and grantees, including elements for self-monitoring as well as monitoring of grantees and sub-grantees.
This course is part of the Certificate of Accomplishment in Grants Management..
Who Should Attend: Anyone involved with administration of grants or grant-funded programs
Upon completion of this course you should be able to:
- Establish realistic and realizable performance targets
- Provide performance data in support of performance reports that is clear, concise and accurate
- Define and prioritize key monitoring processes and procedures
- Establish a formal monitoring plan for your agency and more
Course Outline:
Day one of four:
Lesson 1 - PERFORMANCE MANAGEMENT
What is Performance Management
- Brief history and purpose of grants
- Types of grants
- Order of precedence of statutes and regulations
- Flow of funds
Roles, relationships, and responsibilities
- Grantors
- Grantees
- Host Organizations
Terminology and regulations
- Most commonly misused/misunderstood
- Practice using OMB resource material
Day two of four:
Lesson 2 - ADMINISTRATIVE REQUIREMENTS
Universities, Hospitals, and Non-profits: 2 CFR Part 215 Uniform Administrative Requirements for Grants and Agreements with Organizations (formerly A-110)
State and Local Governments
- A-102 - Grants and Cooperative Agreements with State and Local Governments
- Common Rule for each agency (formerly attachments to A-102)
Discuss selected administrative requirements and most common problems found
Day three of four:
Lesson 3 - COST PRINCIPLES
Educational Institutions: 2 CFR Part 220 Cost Principles for Educational Institutions (formerly A-21)
State and Local Governments: 2 CFR Part 225 Cost Principles for State, Local, and Indian Tribal Governments (formerly A-87)
Non-Profit Organizations: 2 CFR Part 230 Cost Principles for Non-Profit Organizations (formerly A-122)
Day four of four:
Lesson 4 - EFFECTIVELY ENSURING COMPLIANCE
Identify key steps that can help to ensure compliance with grant related requirements
Create a plan for evaluating existing policies and procedures
CASE STUDY
Introduce case study and work through a series of team exercises to identify:
- lack of performance in roles and responsibilities,
- administrative compliance issues
- cost principles compliance issues
- appropriate next steps to prevent or detect future issues
Course Instructor - Mary Beth Saenz- has a BBA in Accounting from The University of Texas at Tyler. She has been an auditor for more than 9 years, performing external audits (for a public accounting firm in Tyler, TX), internal audits (as a senior auditor for The University of Texas System Administration), and public/governmental audits (as a senior auditor for the Texas State Auditors Office and as a member of a Federal Grant Review team). As an instructor, she has taught a variety of basic audit and grants classes, a technical math class for Austin Community College, designed compliance and performance content for web-based training, and conducted internal training courses.
