ADVANCED GRANTS MANAGEMENT TRAINING
MAY 17-19, 2010
9:00-9:30 Welcome and Introduction to Course and Presenters
Introductions –Getting to Know Presenters and One Another
9:30-10:15 Advanced Grants Management Training Overview
Three Phases of Grants Management
Accountability and Quality
Creating a Partnership between Fiscal, Program and Others
Grants Management at the Sub-Recipient level
10:30-11:15 Three Phases of Grants Management
Pre-Award, Active Award and Post Award
The Grants Cycle
Processes Not Mutually Exclusive
Focus on Sub Recipient Process
11:15-12:00 Staff Dynamics
What is Staff Dynamics?
Why Is It Important?
Looking at Things in a Different Way - Exercise
Resistance to Change - Exercise
Factors that Influence Change
Promoting Change and Impact on the Staff
1:15-1:45 Staff Dynamics (cont.)
1:45-2:45 Accountability, Quality and Performance
What is Accountability?
Four Areas of Accountability
What is Quality?
Factors Impacting Quality
? Management Support
? Staff Performance
? Measuring Progress
What is Performance?
Five Approaches for Improving Performance
? Provide Measurable Goals
? Strive for Clear Communication
? Offer Feedback/Progress Reporting
? Promote Interactive Team Approach
? Offer Incentives where Appropriate
3:00-4:00 Creating Partnerships
Developing Trust - Exercise
What is a Team Approach?
4:00-4:15 Review of Day 1 Discussion
8:30-9:00 Review of Day 1
9:00-10:15 Building a Team Approach (Best Practice)
Creating an Action Team
Developing a Charter for Grant/Project Management
Team Building - Exercise
10:30-12:00 Grants Management at the Sub-Recipient Level (Best Practice)
What is a Sub-Recipient?
Understanding Sub-Recipient versus Vendor
Creating Process for Selection of Sub-Recipients
Defining Expectations and Requirements
? Initial Training on Grants Requirements
? Follow-up Training as a result of Requirements Changes or
? Technical Assistance as needed
Forming grantor/ sub-recipient partnerships
1:15-2:45 Monitoring Sub-Recipients
Why is Sub-Recipient Monitoring Necessary?
Benefits Derived from the Monitoring Process
Types of Monitoring
? Desk Reviews
? On-Site Visits
? Sub-Recipient Self Monitoring and Reporting
Tools and Resources used for Monitoring
Possible Monitoring Findings
3:00-4:00 Post Evaluation of Sub-Recipients
Review Reconciliation and Close-out Reports
? Timeliness of Reporting Submission
? Accurate Reporting
? Were the Deliverables Met?
Evaluate Effectiveness of any Monitoring Findings
? If applicable, was Corrective Action Plan Implemented?
? Did the Corrective Action Plan net the Desired Results?
? Were any Audit Issues Resolved?
Impose Sanctions on Failure to Implement Corrective Action
? Potential for Financial Disallowances
? Remove Sub-Recipient for Future Consideration
4:00-4:15 Review of Day 2 Discussion
8:30-9:00 Review of Day 2
Project Review Team - Exercise
10:30-11:00 Miscellaneous Sub-Recipient Requirements
Sub-Recipient Record Retention
11:00-11:45 American Recovery and Reinvestment Act (ARRA)
ARRA Sub-Recipient Reporting
11:45-12:00 Training Conclusions, Open Discussion and Completion of