Reminder: NPETE is Now Accepting Training Requests!
National PETE is currently accepting requests for face-to-face training sessions during fall 2012 and spring 2013 for the two-day Tribal, U.S. Territories and Insular Areas Administrative and Financial Guidance for U.S. EPA Assistance Agreements training. If you are interested in scheduling training in your area, please contact Sarah Gross at sgrosse@maine.rr.com.
National PETE also offers an optional Accounting Module, and an optional expanded training on how to negotiate fair share goals under the EPA Disadvantaged Business Enterprise (DBE) Rule, which individually extend the 2-day training by a half day (more information can be found below). If you are interested in either of these additional training opportunities, please indicate as much in your emailed request.
Training Information:
There are four essential components to the process of managing EPA assistance agreement awards:
1) Application and Review Process
2) Management Systems
3) Financial Systems
4) Closeout Process
This training will take you through each of these components, outlining the responsibilities of the Tribes/U.S. Territories/Insular Areas and the Environmental Protection Agency.
The Modules:
1) HOW IT ALL STARTS: THE GRANT APPLICATION PROCESS
2) ASSISTANCE AGREEMENTS
3) FEDERAL FUNDING ACCOUNTABILITY AND TRANSPARENCY ACT
4) GRANTS MANAGEMENT SYSTEMS
5) ADMINISTRATIVE SYSTEM COMPONENTS
6) FINANCIAL SYSTEM REQUIREMENTS
7) ACCOUNTING POLICIES AND PROCEDURES
8) SOURCE DOCUMENTATION FOR PROCUREMENT AND PURCHASING
9) DISADVANTAGED BUSINESS ENTERPRISES
10)ASSISTANCE AGREEMENT MONITORING AND CLOSEOUT
Accounting Course:
This course is designed to provide a basic foundation in accounting fundamentals for non-accountants, including project managers and new finance staff who are involved in grants management. Basic accounting concepts and tools covered in the course include:
• the chart of accounts
• general journal
• general ledger
• balance sheet
• income statement
• accounts receivable
• accounts payable
• payroll
• travel
• receipts and disbursements
• the cash versus accrual accounting methods
The course also covers and stresses the importance of good communication, internal controls, documentation and records retention. In addition, the course provides an overview of the audit process.
Disadvantaged Business Enterprise (DBE) Rule: How to Negotiate Fair Share Objectives
The EPA DBE program has four key functional components, one of which is the fair share objective requirement. A fair share objective is a goal based on the capacity and availability of qualified, certified Minority Business Enterprises (MBEs) and Women's Business Enterprises (WBEs) in the relevant geographic market for the procurement categories of construction, equipment, services, and supplies. A recipient must submit its proposed MBE and WBE fair share objectives and supporting documentation to its designated Regional MBE/WBE Coordinator within 120 days after its acceptance of a financial assistance award. Join National PETE for comprehensive training on developing fair share objectives and an overview of the EPA DBE program.
Please Note: the full training is available in face-to-face, webinar, and web course formats. While each format has its own advantages, all three provide the same essential information about managing EPA assistance awards