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MEETING AGENDA
|
TIME |
TOPIC |
PRESENTER |
|
DAY 1 |
MONDAY July
20, 2009 |
|
|
7:45-
8:30 AM |
Registration and Networking |
|
|
8:30-
8:45 AM |
Welcome/Introductions |
|
|
8:45- 10:00 AM
|
Meeting Overview
Background and
Purpose of Fiscal Consultant Training
Title X
Overview: Family Planning Services
Regional
Training Center
Programs |
Sue Moskosky |
|
10:00-
10:15 AM |
Break |
|
|
|
Federal
Grants Management |
|
|
10:15 -
12:30 PM |
Federal Grants
Management Requirements
-
Primary
Federal Publications with Grants Administration Requirements
-
Financial
& Program Management Requirements
|
Larry Poole
|
|
12:30-1:45
PM |
Lunch |
|
|
1:45-
3:00 PM |
Federal
Grants Management Requirements
(continued)
-
Federal
Cost Principles Requirements
-
Procurement and Property Standards
-
Monitoring of Sub-recipients
|
Larry Poole |
|
3:00-
3:15 PM |
Break |
|
|
3:15-
5:00 PM |
Federal
Grants Management Requirements (continued)
-
Financial
Record Keeping & Reporting Obligations
-
Enforcement, Adverse Actions & Administrative Appeals
-
Grantee
Budgets
|
Larry Poole |
|
5:00 PM |
Adjourn for
the day |
|
|
TIME |
TOPIC |
PRESENTER |
|
Day 2 |
TUESDAY July
21, 2009 |
|
|
8:00-
8:30 AM |
Registration
and Networking |
|
|
|
Indirect Cost
Allocation |
|
|
8:30-
9:15 AM |
Indirect Cost
Rate Allocation, Agreements, and Re-determination |
Arif Karim &
Steve Zuraf
Division of Cost
Allocation |
|
|
Grants
Cycle: Pre Award |
|
|
9:15-
9:30 AM
|
Managing
the Grant Cycle: From the Program Announcement to the Close of the
Project Period |
Sue
Moskosky
|
|
9:30-
10:00 AM |
Pre- Award
Processes-- AoA to NGA--The Role of the Office of Grants Management |
Karen Campbell
|
|
10:00-10:15 AM |
Break |
|
|
|
Grants Cycle:
Post Award |
|
|
10:15-11:45 AM |
Financial/Business Management Practices of Federal Funds Recipients:
-
Post
Award Overview
-
Continuation Awards
-
Prior
Approval Requests
o
Unobligated Balances
o
Revised Budgets
o
No
Cost Extensions
|
Karen Campbell |
|
|
Title X and
Program Monitoring |
|
|
11:45-
12:30 PM |
Title X
Grantee Monitoring Mechanisms |
Sue Moskosky |
|
12:30-1:45
PM |
Lunch |
|
|
1:45-
2:30 PM |
Program
Review Protocol/Process
|
Pam Kania |
|
2:30-
3:00 PM |
"Role
Playing" in Program Reviews: Regional Office Staff; Consultants;
Grantee; OGM; and OPA-Who Does What? |
Sue Moskosky |
|
TIME |
TOPIC |
PRESENTER |
|
Day 3 |
Wednesday
July 22, 2009 |
|
|
8:00-
8:30
AM |
Registration
and Networking |
|
|
|
Title X and
Program Monitoring (continued) |
|
|
8:30-10:45 AM
|
Financial
Section FP Services Program Review Tool, including focused
discussion of common financial management findings:
-
Cost
Analysis
-
Schedule
of Discounts
-
Fee
Collection, Billing and Third Party Payers
-
Time and
Effort Monitoring
-
Procurement
and Inventory Control
|
Sue Moskosky |
|
10:45-11:00 AM |
Break |
|
|
11:00-11:30 AM |
Financial
Section FP Services Program Review Tool (continued) |
Sue Moskosky |
|
11:30-12:00 PM |
Regional
Training Centers (RTC) Program Review Tool 2009
|
Pam Kania |
|
12:00-1:00 PM |
Lunch |
|
|
1:00-
1:45 PM |
Financial
Section RTC Program Review Tool
|
Sue Moskosky |
|
1:45-
2:00 PM
|
Meeting
Evaluation |
Liz Phillips |
|
2:00 PM |
Meeting
Adjourns |
|
|