Introduction to Grants Management, September 13 - 16, 2010
 
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Title: Introduction to Grants Management, September 13 - 16, 2010

Class Date(s): September 13 - 16, 2010

Time: 8:30 - 4:30

Instructor: Mary Beth Saenz

Location One Highland Center, 314 E. Highland Mall Blvd., suite 403, Austin, TX 78752

Price: $1095 Early Bird Discount: $900 if you register by August 13, 2010.

THIS COURSE HAS BEEN CANCELED.

Overview:

A Four-Day Class with information and tools you can immediately apply back on the job.

Gain an overview of federal grants topics and terminology, roles and responsibilities, and rules and regulations. Delve into administrative requirements and basic financial compliance requirements, including common problem areas and potential solutions. Learn about elements common to most grants as well as some of the unique requirements which require increased management attention. Discuss impact of transparency, accountability, and ARRA funding on grants as they are managed today and as they will need to be managed in the future. Part one of the three part series in grants management.

Who Should Attend: Anyone involved with administration of grants or grant-funded programs

During this course, you will:

  • Identify high-risk requirements for your organization and more
  • Define common types of grants and grant-related terminology
  • Interpret common administrative and cost requirements
  • Develop a procedure for tracking grant requirements for multiple grants

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.

Syllabus:

Day One
Section 1 - Overview

  • What are Grants?
  • 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
Section 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
Section 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
Section 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

Section 5 - 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; and appropriate next steps to prevent or detect future issues.

CPE: 32 hours

Level: All

Type of class: Grants Management

TX Board of Public Accountancy Sponsor Number: 009317

Cancellation Information: Cancellation Date: August 20, 2010
To cancel your registration from this course, please call or email the course contact listed below. If a cancellation is received after the cancellation date, the registrant will be charged $365 .


If you are making travel plans to come to the training, please make "refundable" air and hotel reservations or wait until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant no later than 14 days before the original class date. Solutions Training will not pay for cancellation/change fees associated w/travel and hotel arrangement changes.

Location: ONE HIGHLAND CENTER, 314 E. Highland Mall Blvd., suite 403, Austin, TX 78752

For additional information about this class, please contact Shannon Bieberdorf at Shannon-solutions@austin.rr.com, (512) 914-5557.

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