QUALITY EDUCATION FOR MINORITIES (QEM) NETWORK

TRIBAL COLLEGES AND UNIVERSITIES PROGRAM (TCUP)

FINANCIAL MANAGEMENT WORKSHOP

Sofitel Minneapolis ¥ 5601 West 78th Street ¥ Bloomington, MN

November 7-8, 2008

AGENDA

 

 Note:  Each participating institutional team will have a one-hour, one-on one session with a

Workshop Consultant. See Assignment Sheet in Meeting Packet for time and location.

 

Friday, November 7

 

AM

  8:00     Registration                                                                                                                              Fontainebleau

              Breakfast                                                                                                                                   Garden Court

 

  8:45     Opening Prayer                                                                                                                       Fontainebleau

 

  9:00     Welcome Workshop Purpose, Introductions, and Workshop Packet Contents

                              Shirley McBay, President, QEM Network, and Director

                              QEM/TCUP Technical Assistance Project

 

  9:30     Overview of New NSF Award and Administration Guidelines

               (Summary of Significant Changes from Earlier NSF Grant Policy Manual)

                              L. Rashawn Farrior, EHR/HRD Grant and Agreement Specialist

                              Division of Grants and Agreement (DGA)

                              Office of Budget, Finance, and Award Management (BFA), NSF

 

10:00     Break

 

10:15     NSF Award Instrument and Award Conditions

                              L. Rashawn Farrior, DGA, NSF

 

10:30     Monitoring Project Performance (Grantee Responsibilities)

                              Michael Fredenberg, Program Director, TCUP, NSF

 

10:45     NSF Financial Requirements and Payments

               -Definitions

   -Payment Requirements [Requesting Payments, Payment Policies,

    Requesting an Advance, Grantee Electronic Fund Transfer (EFT) Update]

                              Vicki Radtke, Director, Office of Sponsored Programs and

                              Institutional Research, Leech Lake Tribal College, and

                              QEM Consultant

 

11:30     Grant Financial Reporting Requirements [Quarterly Disbursement Reporting-
  Federal Cash Transaction Report (FCTR), Final Disbursement Reporting]

                              Vicki Radtke, Leech Lake Tribal College

 

NOON

12:00     Working Lunch – Special One-on-One Sessions  (3 institutions)                                    Garden Court

                              (See One-on-One Session Assignment Sheet)

 

 

PM

  1:30     Grantee Standards (Conflict of Interest Policies and                                                Fontainebleau

  Financial Management Systems Standards)

                              Patricia Jackson, Financial Review and Cost Analyst

                              Cost Analysis and Audit Resolution Branch (CAAR),

                              Division of Institution and Award Support (DIAS), BFA, NSF

 

  2:00     Allowable Costs (Federal Cost Principles, Pre-Award Costs,

               Post-Expiration Costs, Prior Approval)

                              Patricia Jackson, BFA, NSF

 

  2:45     Break                                                                                                                            Garden Court

 

  3:00     Direct Costs (Salaries, Wages, and Fringe Benefits; Equipment;                              Fontainebleau

              Materials and Supplies; Travel, Consultant Services;   

              Participant Support; Meetings and Conferences, Other Direct)

                             Dionie Henry, Former Branch Chief, DGA, BFA, NSF, and

                              QEM Consultant

              

  3:30     Indirect Costs (NSF Policy, Recovery of Indirect Cost Funds,

              Re-budgeting of Indirect Cost Funds)

                              Patricia Jackson, BFA, NSF

 

  4:00     Special One-on-One Sessions (3 institutions)                                                                     Garden Court

                              (See One-on-One Session Assignment Sheet)

 

  5:00     Special One-on-One Sessions (4 institutions)                                                                     Garden Court

                              (See One-on-One Session Assignment Sheet)

 

6:00      Working Dinner – Report on Generic Questions Raised during                                         Chambord

                                          Special Sessions

 

 

 

Saturday, November 8

 

AM

  8:30     Breakfast                                                                                                                              Garden Court

 

  9:00     Recordkeeping and Accounting Requirements for Financial Audits                               Fontainebleau

                              L. Rashawn Farrior, DGA, NSF

 

10:00     Managing Funds from Multiple Funding Sources

                              Patricia Jackson, BFA, NSF

 

10:30     Break

 

10:45     Maintaining Records and Reporting Time and Effort for

              Project Staff

                              Dionie Henry, QEM Consultant

 

 

11:15     NSF Campus Site Visits (Expectations and Preparation)

    Gerald Monette, Former President, Turtle Mountain College

    Former TCUP Program Director, NSF, and

    Senior Advisor, QEM Network

 

11:45     FastLane Post-award Changes and Prior Approval Requirements

  (No-Cost Extensions, Supplements, Change of Project Scope,

   and Other Changes)

                              L. Rashawn Farrior, DGA, NSF

 

PM

12:30     Working Lunch – Table Discussions                                                                                      Garden Court

 

  1:30     Responsibilities of Principal Investigator and Other                                                        Fontainebleau

  Institutional Officers in Award Financial Matters

                              L. Rashawn Farrior, DGA, NSF

 

  2:30     Communication With NSF Regarding Financial Matters

  (Who, What, Why, When)

                              Patricia Jackson, BFA, NSF

 

  3:00     Remaining Questions and Responses

                              Group Discussion

 

  3:45     Reflections on Workshop and Next Steps

                              Participants, NSF Staff, QEM Consultants, and QEM Staff

 

  4:30     Adjournment