Understanding Grant Regulation, Evaluation and Reporting Requirements
Winning a grant is only the beginning of the grants management process. Learn to better understand grants regulations and requirements and effectively evaluate and improve your grant performance throughout the grant lifecycle.  Develop outcome measures that will help your organization tell the story of your grant success to funders and grantors.

Topics to be discussed:

• Staying Compliant- Understand the major compliance requirements and ensure oversight of your grants
• Evaluating Performance- Design evaluation criteria that will assist in measuring and correcting program performance
• Communicating Grant Results- Tell the story of your organization to grantors and funders through performance reporting
• Closing out the Grant- Settle grant accounts completely to avoid unnecessary charges or audits

Day One:
How to Develop Indirect Cost Rates for Nonprofits

• Discover essential rate mechanics: basics of indirect rates and project cost accounting and definitions
• Learn how to develop an Indirect Cost Rate Proposal using the U.S. Department of Health and Human Services model format
  Paul Calabrese, Senior Manager

Day Two:
Staying Compliant: What You Need to Know About Financial Management for Grants

• Examine grant compliance with OMB CircularA-110, associated internal controls and procedures, accounting forms, checklists and pre-award surveys required
• Hear an overview of OMB Circular A-122 and learn about external audits and surveillance from OMB Circular A-133.
  Paul Calabrese, Senior Manager

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
  Elizabeth Holden, Consultant/Trainer

Day Four:
Program Evaluation and Reporting

• Conduct frequent self-evaluations to ensure grants are being used effectively
• Align reporting requirements to internal collection practices
  Elizabeth Holden, Consultant/Trainer

Day Five:
Grants Closeout and Audit Requirements

• Discuss issues arising at the end of budget and program periods including obligations, liquidation, record retention, federal interest, financial status reporting obligations and other closeout matters as well as a brief review of audit requirements.
  Edward Waters, Partner, Feldesman Tucker Leifer Fidell LLP
  

Who Should Attend:

• Grant Writers
• Grant Makers and Monitors
• Executive Directors and CEOs
• Program Administrators
• State, and Local Health, Social Service, and Research Agencies
• Community-Based Development Organizations (CBDOs)
• Community Foundation Administrators
• Foundations and Corporate Giving Organizations

About the Presenters:

Paul Calabrese
Mr. Calabrese is a Senior Manager, providing accounting and consulting services to not-for-profit 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-profit 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 firm and 13 years with three government contractors, he was a Senior Auditor for the Defense Contract Audit Agency (DCAA).

Elizabeth Holden
Ms. Elizabeth G. Holden is a widely sought after national consultant and trainer on organizational issues that affect the public, private and nonprofit sectors. She is currently CEO of PrimePoint, a non-partisan consulting firm 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 Nonprofit 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 nonprofit organizations.

Edward Waters
Edward Waters practices in the area of government grants and contracts, health care and corporate law with specialized experience in related subjects such as cost accounting, audit defense and administrative law.

Representative activities include advising clients on the complex legal requirements pertaining to a variety of federal grant programs including those funded under the Head Start Act and the Public Health Service Act.

Edward has also been a member of the National Grants Management Association, Board of Directors since 2001, and Board President 2003-2007. He has also helped Co-Author "Overview of Federal Grants Administration," in the Clinical Research Compliance Manual.