CATALOG. Training and Professional Development. Contract Holder. July 2017 through June 2018

Transcription

1 Training and Professional Development CATALOG July 2017 through June 2018 FEATURED COURSES IN: Acquisition & Contracting Analytics Financial Management Grants & Assistance Human Capital & Human Resources Leadership & Management Contract Holder Contract GS-02F-0010J

2 BENEFITS OF EARNING A CERTIFICATE Distinguish Yourself FROM YOUR PEERS Build the skills needed to tackle the most complex tasks with ease Apply new skills directly to your work environment Distinguish yourself from others and take your career to the next level Management Concepts PROFESSIONAL CERTIFICATE PROGRAMS Earning a certificate from Management Concepts will help you develop the comprehensive knowledge and skills needed for high performance and long-term success in your field. We offer more than 14 certificate programs and specialty tracks to suit your professional development needs no matter what career stage or industry you re in. Analytics Certificate Program Federal Financial Management Certificate Program Grants Management Certificate Program Human Capital & Human Resources Certificate Programs Leadership & Management Certificate Programs Project & Program Management Certificate Programs HOW THE PROGRAM WORKS CHOOSE A PROGRAM THAT ALIGNS WITH YOUR CAREER GOALS ENROLL IN THE CERTIFICATE PROGRAM OF YOUR CHOICE SELECT AND REGISTER FOR COURSES COMPLETE THE REQUIREMENTS Look for this indicator on course pages throughout the catalog for courses that fulfill certificate program requirements. 5 GRADUATE! Copyright 2017 by Management Concepts. Management Concepts logo, and related trade dress including design of this catalog are trademarks of Management Concepts and may not be used without permission. 1

3 TABLE OF CONTENTS TOPIC AREAS TRAINING MODALITY INDEX Look for these icons throughout the catalog to determine the modalities available for each course. Certificate Programs PAGE 1 Training Course Guides PAGES 4-5 Credits and Professional Certification Training PAGE 158 Alphabetical Listing of Courses PAGES Acquisition & Contracting PAGES 6-49 Contracting Certification Courses Contracting Officer s Representative Training Federal Real Property Leasing Specialized, Elective, and Continuous Learning Analytics PAGES Analytics Financial Management PAGES Appropriations Law Internal Control Budgeting and Performance Accounting Performance Auditing General Financial Management CGFM, CIA, and CGAP Certification Preparation Courses Grants & Assistance PAGES Grants Management Certificate Program TM Core Courses Grants Management Certificate Program TM Elective Courses Federal Grants Update Human Capital & Human Resources PAGES General Human Resources Staffing and Workforce Development HR Compliance Retirement Planning for Federal Employees Leadership & Management PAGES Leadership Supervision Professional Skills Flexible Delivery Options Our classes are offered in a variety of ways to best meet your individual and organizational needs. Collaborate with other students face-to-face in a traditional classroom session held at a training center or other physical location. ONLINE Learn online with a cohort of peers over a defined period of time. The instructor is available via and discussion board but not teaching live. REMOTE SEATS Participate remotely in a live classroom session, see the class and instructor through a live video stream, and interact with other students and the instructor via two-way audio. Note: Classes in this catalog with Remote Seats available are denoted by an asterisk (*) preceding the class date. VIRTUAL Collaborate, learn, and interact virtually with an instructor teaching and other students participating in real-time over the course of one or more consecutive days. SELF-PACED e-learning Students complete work online, at their own pace, without instructor or peer involvement. Learning is limited to the tools used within the recorded course. Students will learn with their team to address specific training needs affecting an entire group or department. The training courses are fully customizable and delivered live classroom at a location of their choosing or virtually. Project & Program Management PAGES Registration Information PAGE 164 Core Project Management Program Management Business Analysis Agile FAC-P/PM IT Project Management All courses in this catalog are available for Private Group Training to meet the specific needs of your organization

4 TRAINING COURSE GUIDE We ve simplified your journey to success with our TRAINING COURSE GUIDES Look for the guide for your professional journey on the following pages: It s important to utilize resources that offer guidance and insight at every stage of your career, because professional development is a life-long journey. Management Concepts offers training in seven subject areas and designed our Training Course Guides navigation tools designed to guide you on your path to success. These guides not only provide you with courses critical to developing expertise in your field, but also include courses to help you build complementary skills needed to become a well-rounded professional. Our easy-to-follow guides provide: START A roadmap of courses designed to help you excel in your field. Course suggestions for professional skills growth and development. Acquisition Professionals: FAC-COR and DoD-COR Certification...48 FAC-C and DAWIA Certification...49 Analytics Professionals...57 Financial Management Professionals...85 Grants Professionals: Process and Technical Training...88 An at-a-glance view for achieving and maintaining requirements for a variety of Federal certification programs. The help you need to successfully navigate your career. Continuing Education Human Resources Professionals Leadership & Management Professionals Project & Program Management Professionals

5 Everything in this class was relevant and extremely useful for me. I m in the process of preparing a source selection, so the information on that topic was right on time! AC Participant Feedback: Contracting Officer s Representative Course (Page 26) Acquisition & Contracting Whether you need to meet your FAC-C or DAWIA Contracting Certification training requirements, satisfy training requirements for Leasing Warrants, or comply with FAC-COR or DoD-COR Certification training requirements our industry-leading curriculum provides you with the up-to-date and applicable training necessary to make an impact on your career. NEW COURSES Advanced Source Selection (Page 41) Appropriations Law for Contracting Professionals (Page 37) Managing Contracting Organizations (Page 47) Fulfill your continuous learning or elective requirements for your FAC-C or DAWIA Contracting Certification, FAC-COR or DoD-COR Certification, or Leasing Warrant

6 ACQUISITION AND CONTRACTING FAC-C and DAWIA CERTIFICATION TRAINING Federal Acquisition Certification in Contracting (FAC-C) We offer courses to support all three levels of FAC-C Certification, as well as three FAC-C courses you may select to satisfy your FAC-C elective requirement. CON 090: FAR Fundamentals Participants will be immersed in the FAR, DFARS, Procedures, Guidance, and Information (PGI) and class deviations throughout this course, and will emerge knowledgeable of the government contracting process, the FAR system, FAR Parts 1-53, and will be able to locate and understand FAR and DFARS regulations, guidance, provisions, and clauses using the online resources as they wrestle with realistic scenario-based contracting problems. Who Takes This Course: This course is designed for individuals seeking DAWIA or FAC-C Level I Certification in those agencies in which this course is required. Use online resources to locate, cite, and interpret information in the FAR and DFARS Identify the policies and procedures related to acquisition planning, preferred and required sources, competition requirements, methods of contracting, types of contracts, describing agency needs, publicizing contract actions, and socioeconomic programs Identify policies and procedures for soliciting offers, evaluating bids and offers, evaluating proposals and conducting exchanges with offerors, awarding contracts, managing protests, and conducting simplified acquisitions Identify the fundamental concepts of contract administration including the initiation of work, managing contract performance, policies and procedures for contract modifications, applicable payment clauses, and contract disputes and appeals, and termination and closeout of contracts Federal Acquisition Environment Using and Interpreting the FAR, DFARS, and DFARS PGI Acquisition Planning Sources of Supply and Services Competition Requirements Methods of Contracting Types of Contracts Special Contracting Methods Describing Agency Needs Publicizing Contract Actions Socioeconomic Programs Contract Formation Principles Solicitation of Offers Bid Evaluation Proposal Evaluation and Exchanges Contract Award Protests Simplified Acquisition Procedures Contract Administration Basics Contract Delays Quality Assurance Contract Modifications Administration of Selected Terms and Conditions Payment Disputes and Appeals Contract Terminations Contract Closeout Course days NASBA CPE CREDITS: 152 CEU CREDITS: 13.3 CLP CREDITS: 152 CON 121: Contract Planning ACE CREDIT RECOMMENDATIONS: June 2013 to present: In the upper-division baccalaureate/ associate degree category, 3 semester hours in Introduction to Accounting, Purchasing, Public Administration, or Business Administration. COURSE FORMAT: Lecture, independent readings, guided discussions, individual online research, and interpretation and application of case study materials DAWIA Certification in Contracting Our DAU-equivalent curriculum supports every level of DAWIA Certification, so look to us for all of your training needs. GET CERTIFIED. STAY CERTIFIED Management Concepts

7 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING FCN 190: FAR Fundamentals CON 100: Shaping Smart Business Arrangements REMOTE VIRTUAL This course provides foundational knowledge of the Federal Acquisition Regulation (FAR) System. Participants will be immersed in the FAR throughout this course and emerge knowledgeable of the government contracting process, the FAR system, FAR Parts 1 53, and will be able to locate and understand FAR regulations, guidance, provisions, and clauses. Participants will also navigate the online FAR as they wrestle with realistic scenario-based contracting problems. Who Takes This Course: This training course is designed for contracting personnel who have completed the prerequisite courses and are seeking to complete their FAC-C Level I Certification training. Identify the basic framework of the Federal acquisition environment and locate, cite, and interpret information in the FAR Identify the policies and procedures related to acquisition planning, preferred and required sources, competition requirements, types of contracts, special contracting methods, describing agency needs, publicizing contract actions, and socioeconomic programs Identify policies and procedures for soliciting offers, evaluating bids and offers, conducting exchanges with offerors, awarding contracts, managing protests, and conducting simplified acquisitions Identify the fundamental concepts of administration, the rights of parties when contract performance is unacceptable, applicable payment clauses, contract modifications, contract disputes, terminations, and closeout Using the FAR The Federal Acquisition Regulation: Questions and Answers Organization and Arrangement of the FAR Interpreting the FAR Determining the Applicability of the Rules Putting It All Together Acquisition Planning Acquisition Planning Process Sources Competition Requirements Methods of Contracting Types of Contracts Interagency Agreements, Options, and Indefinite Delivery Contracts Describing Agency Needs Contract Formation Publicizing Contract Actions Socioeconomic Programs Contract Formation Principles Solicitation of Offers Bid Evaluation Proposal Evaluation and Exchanges with Offerors Contract Award Protests Simplified Acquisition Procedures Contract Administration Contract Administration Basics Contract Performance Measurement Quality Assurance Payment Contract Modifications Disputes and Appeals Contract Terminations Course days $2,489 *Remote Seats Available May 14-25, Dec 11-22, Feb 5-16, *Jul 31-Aug 11, Sep 11-22, Apr 23-May 4, Jun 18-29, VIRTUAL 10 days $2,489 See our website for the latest schedule. NASBA CPE CREDITS: 80 CEU CREDITS: 8.0 CLP CREDITS: 80 CON 200: Business Decisions in Contracting COURSE FORMAT: Pre-class assignment, lecture, independent readings and assignments, individual online research, and exercises This course provides participants with a comprehensive understanding of the environment in which they will serve. Participants will develop professional skills for making business decisions and advising other acquisition team members to successfully meet customers needs. Participation in small group simulation exercises will prepare participants to provide contracting support within the overarching business relationships of government and industry. Who Takes This Course: This course is designed for newly assigned GS-1102 Contract Specialists and others needing this course for Level I FAC-C or DAWIA contracting certification. Understand the vision and focus of the acquisition environment Identify the customer s mission Conduct business as a member of the acquisition team Develop professional skills for making smart business decisions Effectively work with the financial and contractor communities Identify various types of procurement alternatives Recommend smart business decisions that best support the customer and comply with laws and regulations Set goals for personal career growth Acquisition Environment What is Acquisition? Similarities Between the Private and Public Sectors Differences Between the Private and Public Sectors The Contracting Customer Contracting Mission Customer Mission Areas Building Blocks for Effective Acquisition Teaming The Acquisition Team Contracting Professional s Added Value What s the Big Fuss About Teamwork? Key Success Factors for Effective Team Building Decision Making and Problem Solving Relationship Between Decision Making and Problem Solving Problem-Solving Tools Procurement Ethics and Acquisition Oversight Standards of Conduct and Ethical Principles Ethical Values and Decision-Making Plan Commercial Marketplace The Preferred Approach Preferred Approach Commercial Off-the-Shelf Items Modified Commercial Items Nondevelopmental Items Financial Fundamentals for Contracting Professionals Appropriations Anti-Deficiency Act, Misappropriations Act, and Bona-Fide Need Rule Financial Management Introduction to the FAR Constitutional and Statutory Authority for Procurement The FAR System Agency FAR Supplements Win-Win-Win Contracting A Win-Win-Win Outcome Buyer and Seller Motivations Contractor Considerations in Doing Business with the Government Business Alternatives Other Than a New Contract Mission Area Support Required Sources Interagency Acquisitions Ordering Instruments Business Alternatives: Initiating a New Contract Factors Influencing a New Contract Method of Procurement Contract Type Law Basics Fundamental Concepts of the Legal Process Role of Contract Law in Federal Government Sources of Procurement Law Leadership Principles of Leadership Leading Change The Keys to Success E-Business in the Acquisition Process Definitions, Roles, and Functions Integrated Acquisition Environment Your Professional and Career Development Technical and Business Competencies Contracting Career Opportunities Individual Development Plans Course days $979 Seattle, WA Jul 24-27, Jan 29-Feb 1, Jul 18-21, Aug 28-31, Oct 16-19, Dec 11-14, May 7-10, NASBA CPE CREDITS: 32 CEU CREDITS: 2.5 CLP CREDITS: 32 CON 121: Contract Planning ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in introduction to business, business administration, public administration, procurement, purchasing, or contract management. COURSE FORMAT: Lecture, discussion, facilitated group work on exercises, elements of which are graded, videos, and independent readings 10 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

8 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING CON 121: Contract Planning CON 124: Contract Execution REMOTE VIRTUAL This course focuses on planning successful mission support strategies based on customers requirements and the contracting environment. Participants will learn how to use the Federal Acquisition Regulation (FAR) and conduct effective market research, develop alternative acquisition strategies, and identify how various socioeconomic programs support the acquisition planning process. Who Takes This Course: This course is designed for personnel new to the contracting workforce who are seeking FAC-C or DAWIA Level I training and noncontracting personnel who play a role in the acquisition process and require this course for certification in their DAWIA career field. Given a customer need, reinforce areas of mutual interest within an acquisition environment (requiring activity, contractor, contracting office, others) Using the Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS), locate required information Given a provided mission support area, describe strategic or tactical methods of market research Given a customer need, identify all issues related to developing the applicable requirements documents for an acquisition Given a customer requirement, determine the laws applicable (labor, environment, socioeconomic, and foreign acquisition requirements) to that requirements Given a customer requirement, choose applicable competition requirements Given a customer need, provide sound business advice for an acquisition strategy The Acquisition Environment Strategy Customer Relationships Seven Steps to Better Decision Making Using the FAR, DFARS, and Other Agency Supplements The FAR System Agency FAR Supplements Strategic and Tactical Market Research Types of Market Research Benefits of Market Research Mandatory Sources Qualified Bidders, Manufacturers, and Products Lists Sources of Market Information Performance Assessment Methods Interagency Acquisitions Exercises Requirements Documents for an Acquisition Considerations When Developing Requirements Documents Requirements for Specialized Contracting Areas Exercises Laws Associated with Requirements Documents Characteristics of Socioeconomic Programs Guidance for Setting Aside an Acquisition Foreign Acquisition Labor Policy Environmental Policy Exercises Use of Various Types of Contracts Methods of Procurement Contract Types Recurring Requirements Exercises Competition Requirements Competition When Using Simplified Acquisition Procedures Competition Requirements for Acquisitions Over the SAT Exercises Acquisition Strategy Development Acquisition Strategy Best Value Importance of Acquisition Planning in Obtaining Best Value Acquisition Plans Source Selection Planning Exercises Course days $789 *Remote Seats Available *Jun 19-20, *Aug 1-2, *Oct 10-11, *Dec 4-5, *Jan 23-24, *May 1-2, VIRTUAL 2 days $789 See our website for the latest schedule. CON 090: FAR Fundamentals (only required if assigned to the contracting career field in DOD or is required by your agency) CON 124: Contract Execution COURSE FORMAT: Lecture, discussion, practical exercises, and independent readings The course focuses on executing the acquisition plan through soliciting industry and awarding a contract. Participants will learn the techniques and benefits of early industry involvement in shaping requirements. They will also learn basic procedures for acquisition of both commercial and non-commercial requirements, to effectively conduct analysis of market data, and determine when a price is fair and reasonable. Finally, participants will be taught how to conduct basic competitive acquisitions, process awards, and handle protests before and after contract award. Who Takes This Course: The course is designed for personnel new to the contracting workforce who are seeking FAC-C or DAWIA Level I Certification. Given a procurement request package, determine if the purchase request package can be accepted and processed Given a requirement, determine the applicable methods for exchanging information with the vendor Given the specifics of the requirement, determine the components and procedures for preparing an oral or written solicitation Given a solicitation, determine the procedures for processing solicitation responses Given responses to a solicitation, determine the analytical techniques that will be used to evaluate contractors proposals to ensure that both the government and contractor get a fair and reasonable price Given responses to a solicitation, complete the price analysis of a contractor s proposal in order to establish price objective for negotiation Given the results of an evaluation, determine the elements of a negotiation strategy Given results of the evaluation process, determine the procedure taken for contract award Purchase Request Packages Elements of a Purchase Request Conducting the PR Review Exercise Methods of Exchanging Information with Industry Exchanges Prior to Receipt of Proposals Publicizing Proposed Contract Actions Prequote, Prebid, and Preproposal Conferences Inquiries from the Public Prior to Contract Award Exercise Preparation of Oral and Written Solicitations Types of Solicitations Commercial Solicitation Format Solicitations for Noncommercial Items Evaluation Factors Methods of Evaluation Contract Financing Amendment or Cancellation of the Solicitation Oral Presentations Exercises Processing Solicitation Responses Safeguarding Quotes and Proposals Timely and Late Offers Exercises Analytical Techniques in Proposal Evaluation Purpose of Price Analysis Price Analysis Techniques Factors that Affect Price Analysis Considerations Situations for Using Cost Analysis vs. Price Analysis Factors that Affect Cost Analysis and Cost Realism Analysis Exercise Proposal Analysis and Price Objectives for Negotiation Factors that Affect Price Comparability Selecting Price Analysis Techniques Developing Prenegotiation Objectives Exercise Elements of a Negotiation Strategy Negotiation Strategy Types of Exchanges After Receipt of Proposals Competitive Range Determination Exercises Contract Award Procedures Cancellation and Rejection or Resolicitation of Requirements Contractor Responsibility Award Document when Using Simplified Acquisition Procedures Award Documents when Using Other than Simplified Acquisition Procedures Debriefings Protests Exercises Course days $789 Jun 21-22, Aug 3-4, Oct 12-13, Dec 7-8, Jan 25-26, May 3-4, and locations SUGGESTED CON 121: Contract Planning CON 127: Contract Management COURSE FORMAT: Lecture, discussion, practical exercises, and independent readings 12 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

9 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING CON 127: Contract Management CON 170: Fundamentals of Cost and Price Analysis This course provides participants with the knowledge necessary to identify and utilize appropriate metrics when evaluating contractor performance. Participants will explore performance assessment strategies and remedies for contractual non-compliance, how to make and price contract changes after award, handle disputes, and how to close out completed contracts. Additionally, participants will gain a fundamental knowledge of the contract termination process. Who Takes This Course: The course is designed for personnel seeking FAC-C or DAWIA Level I certification training. Apply the major elements of contract administration planning Categorize the policies and procedures for the post-award orientation of contractors Explain the policies and procedures for payment Determine the policies and procedures for payment Describe the policies and procedures for preparing and processing contract modifications Describe the policies and procedures for resolving contract disputes Describe the policies and procedures for the termination of contracts Determine the policies and procedures used for closing out contract files Contract Administration Planning Delegating Contract Administration Functions Contracting Officer s Representatives (CORs) Exercise Post-Award Orientation of Contractors Purpose of a Postaward Orientation Determine if Postaward Orientation is Necessary Postaward Orientation Methods Exercise Managing Contract Performance Methods of Monitoring Performance Documenting Contractor Performance Information Remedies Exercise Policies and Procedures for Payment Payment Procedures Collecting Contractor Debts Late Payment and Overpayment Contract Modifications Policy for Modifications Types of Contract Modifications Scope of the Contract Change Orders Constructive Changes Consideration Options Exercise Resolving Contract Disputes Disputes Process Assertion of Claims Resolving Disputes Exercise Termination of Contracts Principles for Contract Termination Types of Termination Exercise Closing Out Contract Files Contract Closeout Responsibility Contract Closeout Process Exercise Course days $789 Jun 25-26, Aug 7-8, Oct 16-17, Dec 11-12, Jan 29-30, May 7-8, CON 124: Contract Execution (DAWIA only) FCN 170: Fundamentals of Cost and Price COURSE FORMAT: Lecture, discussion, practical exercises, and independent readings This is a Federal Acquisition Certification-Contracting (FAC-C) and Defense Acquisition Workforce Improvement Act (DAWIA) Level I contracting course. Participants will learn foundational knowledge of cost and price analysis and apply quantitative tools to accomplish cost and price analysis in accordance with the Federal Acquisition Regulation (FAR), and the Contract Pricing Reference Guides. Who Takes This Course: This course is designed for individuals seeking Level I FAC-C and DAWIA Contracting Certifications. Identify the policies and procedures for applying the Cost Accounting Standards Board (CASB) rules and regulations to negotiated contracts and subcontracts Identify the contract cost principles and procedures Demonstrate ability to execute fundamental quantitative pricing skills Accurately differentiate between price analysis, cost analysis, and cost realism analysis Pursuant to FAR 15.4, accurately differentiate the price analysis techniques Pursuant to FAR 15.4, accurately perform proposal analysis and prepare to present your findings to the SSA for contract clearance Given a scenario, demonstrate ability to complete a settlement action relating to defective pricing Contracting with the Government Truthful Cost or Pricing Data Cost Accounting Standards Contract Cost Principles and Procedures Market Research Fundamental Quantitative Problems Using Price Indexing Analyzing Data Shape, Center, Spread, and Trend Characteristics Net Present Value Cost Estimating Relationships Cost-Volume Analysis Cost-Volume-Profit Analysis Contract Types, Incentives, and Risks Contract Financing Performance-Based Payment Demonstration Differences Between Cost and Price Analysis Price Analysis Techniques Price-Related Factors Scenarios for Price Analysis Capstone Exercise Cost Analysis Process, Players, and Initiatives Direct and Indirect Costs Direct Costs Indirect Rates Facilities Capital Cost of Money Profit (Weighted Guidelines) Cost Analysis Certification, Sweeps, Defective Pricing, and Final Pricing Pricing Conclusion Course days $2,489 Jun 4-15, Nov 27-Dec 8, Jan 22-Feb 2, Aug 7-18, Sep 25-Oct 6, Mar 19-30, Apr 9-20, NASBA CPE CREDITS: 80 PDU CREDITS: 70 CEU CREDITS: 7.0 CLP CREDITS: 80 SUGGESTED CLC 024: Basic Math Refresher CON 200: Business Decisions for Contracting ACE CREDIT RECOMMENDATIONS: June 2013 to present: In the lower-division baccalaureate/ associate degree category, 3 semester hours in Introduction to Accounting, Purchasing, or Public Administration. COURSE FORMAT: Pre-class assignments, lecture, guided discussions, research and application exercises, and independent readings 14 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

10 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING CON 270: Intermediate Cost and Price Analysis CON 280: Source Selection and the Administration of Service Contracts This course builds on the fundamental contract pricing principles covered in the Level I contracting curriculum, Contract Pricing Reference Guides, and FAR policy. The course is divided into three segments addressing contract pricing issues from a pre-award, negotiation preparation/award, and post-award perspective. Participants will be introduced to quantitative techniques and tools used to quantify and facilitate decision making in determining a fair and reasonable price. Who Takes This Course: The course is designed to prepare individuals seeking a FAC-C or DAWIA Level II Certification for follow on courses. Use Excel to model a proposal Using sampling data, select the appropriate statistical information to use in facilitating the decision-making process Summarize the development, assumptions, application, and risk of Cost Estimating Relationships (CERs) Using historical data and improvement curve analysis, select the appropriate statistical information to use in facilitating the decisionmaking process Using historical data, determine the impact of variations in quantity Identify issues and factors to be considered in developing the government s negotiating objective for an equitable adjustment Identify issues and factors to be considered in pricing a termination settlement Given a point estimate (ceiling cost, ceiling price), analyze the associated risk Identify the appropriate incentive contract type arrangement to meet the customer s needs and motivate the contractor to perform in the best interest of the government Conduct cost realism analysis to determine contractor s most probable actual cost to perform successfully Proposal Modeling Using Excel to model a proposal Using Statistics in Contract Pricing Measures of central tendency and dispersion Using Excel data analysis package Using Regression Analysis in Contract Pricing Linear regression process Developing and using simple regression equation Regression model Prediction interval Using Cost Estimating Relationships in Contract Pricing Types of Cost Estimating Relationships (CERs) Uses of CERs in cost and price analysis Logic behind underlying causal relationship assumed in CERs Identifying analogical assumptions in CER development Using Improvement Curve Analysis in Contract Pricing Quantitative techniques Improvement curves Pre-negotiation position Cost/price estimate projections Pricing Equitable Adjustment Making an equitable adjustment Cost and profit/fee issues Pricing contract changes Pricing Termination Settlements Types of contract terminations Impact of partial termination for convenience Cost Risk Analysis Symmetric approximation Monte Carlo Simulation and comparison to other approaches Incentive Contracting Correlation between contract type and risk Types of contract incentives Conducting Cost Realism Analysis Impact of uncompensated overtime on cost realism analysis Cost realism in cost-reimbursement and fixed price proposal evaluations Performance-Based Payments Detailed program schedule Key performance milestones Win-win price considerations Course days $2,489 Jul 10-21, Aug 21-Sep 1, Oct 16-27, Jan 22-Feb 2, Feb 26-Mar 9, Mar 26-Apr 6, Jun 4-15, NASBA CPE CREDITS: 90 CEU CREDITS: 7.3 CLP CREDITS: 90 CON 170: Fundamentals of Cost and Price Analysis CLC 056: Analyzing Contract Costs CON 280: Source Selection and the Administration of Service Contracts CON 290: Contract Administration and Negotiation Techniques in a Supply Environment ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the upper-division baccalaureate degree category, 3 semester hours in Accounting, Purchasing, Public Administration, or Business Administration. COURSE FORMAT: Guided discussions and exercises, individual exercises and assignments, and independent readings Through a realistic, scenario-based case study that continues throughout the course, participants will experience first-hand the seven steps of the services acquisition process and learn the fundamentals of a performance-based services acquisition. Participants will prepare acquisition documents, develop and deliver source selection briefings, and negotiate contractual issues. Who Takes This Course: This course is designed for contracting professionals who work, or are expecting to work, in positions requiring contracting officer warrants and FAC-C or DAWIA Level II Certification in contracting. Identify the appropriate source selection team roles and responsibilities Using the results of market research, assess the industry s environment and determine availability of sources Construct an acquisition plan and source selection plan Utilizing the DAU Performance Requirements Roadmap generate performance based metrics mirroring best commercial practices Construct the competitive range Evaluate contractor proposals to determine contract award Examine a source selection to determine the best value proposal that meets mission requirements Based on the SSEB and SSAC evaluation reports and the SSDD, determine what to include in debriefings and differentiate between protest processes Compose contract administration requirements, conduct contract administrative functions, and determine the need for contract modifications After contract performance is complete, determine contract close-out procedures Services Acquisition Overview Services acquisition processes, policies, and regulations Introduction to the course-wide case study Forming the Acquisition Team Current Strategy Review Risk Identification Current and projected requirements Market Research Sources of information Market segmentation Industry best practices Requirements Definition Risk Analysis Incorporating the results of market research Evaluating the independent government cost estimate Automated Requirements Roadmap Training (ARRT) tool Acquisition Strategy Developing the business case Key components of an acquisition plan and source selection plan Pricing Developing and releasing the RFP Strategy Execution The evaluation process Discussions Award decision and documentation Offeror debriefing Performance Management Contract administration and performance management Options Contract modifications Termination and contract closeout Course days $2,489 Aug 21-Sep 1, Mar 19-30, Jul 10-21, Sep 25-Oct 6, Nov 27-Dec 8, Jan 29-Feb 9, Apr 30-May 11, NASBA CPE CREDITS: 90 CEU CREDITS: 9.7 CLP CREDITS: 97 CON 270: Intermediate Cost and Price Analysis CON 290: Contract Administration and Negotiation Techniques in a Supply Environment CON 360: Advanced Contracting for Decision Makers ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the upper-division baccalaureate degree category, 3 semester hours in Contract Management, Management Strategy, Project Management, or Business Administration. COURSE FORMAT: Pre-class assignments, guided discussions, graded individual written project involving presentations, and an integrated case study 16 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

11 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING CON 290: Contract Administration and Negotiation Techniques in a Supply Environment CON 360: Contracting for Decision Makers This course is the final FAC-C or DAWIA Level II course. Through two simulated contract negotiations, participants will experience the full spectrum of contracting processes and issues by following a supply requirement through all phases of the acquisition lifecycle. Who Takes This Course: This training course is designed for contracting professionals who work, or are expecting to work, in positions requiring FAC-C or DAWIA Level II Certification in contracting. Work as a team to resolve a complex fiscal law issue Make an accurate commerciality determination Determine whether to contract without providing for full and open competition Evaluate a J & A for FAR subpart 6.3 compliance Select an appropriate contracting method Select a contract type and incentive structure that motivates contractor performance while mitigating contract risks Select an appropriate type of financing Determine whether to include options in a contract Identify the major elements and components of a given solicitation Use cost analysis to evaluate a contractor s proposal Identify basic negotiation techniques recommended for negotiating government contracts Conduct fact-finding to prepare for negotiation Orally present a pre-negotiation objective to a business clearance official for approval Conduct face-to-face negotiations Calculate the Point of Total Assumption (PTA) for a given Fixed-Price Incentive Firm (FPIF) contract Evaluate potential bases for, and government defenses to, a contractor protest Determine whether fraud has occurred Determine whether a change can be made using the contract s Changes Clause Determine alternatives available for making outof-scope changes Evaluate the reasonableness of a Request for Equitable Adjustment (REA) Calculate the lost efficiency resulting from a contract change Conduct face-to-face negotiations to determine equitable adjustment terms Identify rules and steps for submitting and processing a claim Determine whether defective pricing has occurred Evaluate government termination options and settlement methods and procedures Evaluate contractor performance after contract completion Calculate FPIF final contract price and profit Determine whether a contract may be closed out Acquisition Planning/Market Research Competition Solicitations Data Rights Cost Analysis Overview Negotiation Techniques Contract Financing Protests Contract Administration Remedies for Noncompliance Fraud Contract Changes Equitable Adjustments Claims and Disputes Defective Pricing Contract Terminations Contractor Performance Documenting contractor performance Sources of input into the evaluation Contractor rights Price and Fee Adjustments Profit adjustment, final profit, and final contract price Contract Closeout Closeout process Issues that prevent closeout Course days $2,489 Sep 25-Oct 6, Apr 23-May 4, Jun 18-29, Jul 31-Aug 11, Oct 16-27, Feb 26-Mar 9, NASBA CPE CREDITS: 85 CEU CREDITS: 9.6 CLP CREDITS: 96 CON 270: Intermediate Cost and Price Analysis CON 360: Advanced Contracting for Decision Makers ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the upper-division baccalaureate degree category, 3 semester hours in Negotiation, Purchasing Management, or Business Administration. COURSE FORMAT: Pre-class assignment, guided discussions, research and application exercises, and independent readings Through realistic scenario-based and research-based learning, participants will work individually and collaboratively to practice developing sound business solutions as valued strategic and expert business advisors. Participants will learn to analyze complex contracting situations with emphasis on critical thinking, problem solving, research, and risk reduction. Participant course work is designed to contribute real solutions to real acquisition problems. Who Takes This Course: This training course is designed for contracting professionals who work, or are expecting to work, in positions requiring FAC-C or DAWIA Level III Certification in contracting. Contribute in a collaborative environment by providing timely feedback to team members and class Apply critical thinking skills, problem solving methods, leadership skills, and risk mitigation techniques to contracting-related problems Compile information and knowledge for currency in acquisition and contracting Identify various methods to manage employee stress and constant change in the contracting working environment Make a decision on a contracting dilemma that complies with the rules of ethics in contracting Apply an industry and senior government contracting leader perspective to an assigned contracting policy issue Building Teams Part 1 Characteristics of Effective Teams Develop and Apply Team Building Techniques Guidelines to Give and Receive Feedback Critical Thinking Importance of Critical Thinking Core Critical Thinking Skills Explaining and Applying Critical Thinking Tools Problem Solving Methods and Tools for Solving Problems of Varying Levels of Difficulty Rational Problem Solving Model Local Challenge Project Application Activity Leadership Leadership, Mission Support, and the Contracting Officer Fundamentals of Effective Leadership Accountability Managing Risk Types of Risk Techniques to Mitigate Risk Applying a Risk Management Process Industry s Perception of Risk Targets and Decoys Application Activity Conflict Management Causes and Effects of Conflict Strategies for Managing and Resolving Conflict Effectively Dealing with Difficult People Hot Topics in Contracting Application Activity Managing Change and Transition Impact of Change on Individuals Applying Change Management Strategies During Periods of Transition Ethics and Decision Making Mitigating Obstacles to Ethical Decision Making in Contracting Core Ethical Principles Ethical Decision Making Model Senior Leadership Project Application Activity Course days $2,489 Jul 24-Aug 4, Dallas, TX Mar 12-23, Oct 23-Nov 3, Jun 18-29, Aug 21-Sep 1, Oct 16-27, Jul 10-21, Nov 27-Dec 8, Feb 5-16, Apr 9-20, May 14-25, NASBA CPE CREDITS: 76 Course Level: Advanced CEU CREDITS: 8.1 CLP CREDITS: 81 FAC-C or DAWIA Level II Certification in contracting or industrial/contract property management. Source Selection Critical Thinking for Problem Solving Decision Making Appropriations Law Seminar ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the graduate degree category, 2 semester hours in contract administration or business administration. COURSE FORMAT: Graded pre-class assignments, lecture, guided discussions and group work, videos, scenario-based exercises, analysis, preparation, and presentation of two graded business decision point papers, and independent readings 18 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

12 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING ACQ 265: Mission-Focused Services Acquisition ACQ 370: Acquisition Law This course is designed to improve participants ability to acquire contractor-provided services that satisfy mission needs. Through the use of the seven-step Service Acquisition Process, a team-oriented approach, and the Acquisition Requirements Roadmap Tool (ARRT), participants will learn practical techniques for developing and defining service requirements and effectively managing the resulting contractor performance. Who Takes This Course: All members of a service acquisition team including contracting officer s representatives, quality assurance reviewers, contract specialists, and those involved in developing and executing performance requirements, devising business strategies, and assessing contractor-provided services. Assess the importance of the planning phase as outlined in the Guidebook for Services Acquisition Design an effective requirements document as outlined in the Guidebook for Services Acquisition Evaluate effective processes for selecting a contractor and assessing contract performance as outlined in the Guidebook for Services Acquisition Planning a Service Acquisition Importance of the Planning Phase Team Vision and Organization Structure Stakeholder Analysis Project and Communication Plans Market Research Developing Effective Requirements The Contractor s Perspective Risk Areas in a Performance Requirement Elements of a Performance Work Statement Performance Tasks, Standards, and Acceptable Quality Levels Inspection Requirements Writing the PWS Using the Acquisition Requirements Roadmap Tool The Quality Assurance Surveillance Plan (QASP) Finalizing the Strategy Selecting Contract Types and Incentives Evaluation Criteria Source Selection Process and Participants Contract Award Performance Monitoring and Reporting Examining Contractor Performance Fostering Positive Relationships Reasons Contracts Fail Performance Remedies Performance Metrics and Reporting Structures Course days $1,039 Feb 20-23, Jul 24-27, Nov 13-16, Apr 23-26, NASBA CPE CREDITS: 28 CEU CREDITS: 2.8 CLP CREDITS: 28 CLC 013: Services Acquisition SUGGESTED CLC 004: Market Research CLE 028: Market Research for Engineering or Technical Personnel REQUIRED MATERIALS: Participants are highly encouraged to bring a requirements development project from work. COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, discussion, and case study This course provides an overview of government contract law, with special emphasis on laws and regulations relating to ethics, data rights, fiscal law, protests, and contract management. Through analysis of actual legal cases, this course provides acquisition professionals with a deeper understanding of how judicial decisions impact the acquisition process. Who Takes This Course: This course is designed for contracting personnel who require an elective to complete their Level III Certification training requirements or other acquisition personnel who wish to gain an appreciation for how government contract law and judicial decisions impact the acquisition process. Given appropriate reference material, discuss the constitutional, statutory, regulatory, and decisional authorities applicable to governmental acquisitions Given appropriate reference material, describe the process for instituting a claim against the government Given appropriate reference material, describe the congressionally mandated preference for describing agency needs and source selection Given appropriate reference material, recognize statutory, regulatory, and decisional authorities applicable to government acquisitions Given appropriate reference material, identify the reasons for statutory and regulatory restrictions on conduct of government personnel Describe the administrative, civil, criminal, and contractual remedies available to the government in light of contractor misconduct Describe what the government options are when reviewing data rights issues Given appropriate reference material, identify the purpose of contract modifications Given appropriate reference material, determine whether use of termination for convenience or default of the government is appropriate in a given situation Given appropriate reference material, identify the statutory, regulatory, and decisional restrictions applicable to the expenditure of appropriated funds Foundations of Law Ethics Intellectual Property and Data Rights Fiscal Law Protests Contract Changes Course days $1,119 Jul 10-14, Mar 12-16, Aug 14-18, Oct 30-Nov 3, Dec 11-15, Jan 8-12, May 7-11, NASBA CPE CREDITS: 36 Field of Study: Business Law Course Level: Advanced CEU CREDITS: 5.1 CLP CREDITS: 51 COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, discussion, and case study 20 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

13 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING CON 243: Architect-Engineer Services Contracting CON 244: Construction Contracting This assignment-specific training course is designed to provide experienced contracting personnel with the knowledge and skills to apply the unique aspects of contracting for architect-engineer services pursuant to Public Law , the Selection of Architects and Engineers statute, and FAR Part 36. Who Takes This Course: This course is designed for experienced contracting personnel new to the acquisition of architect-engineer services. Those currently buying architect-engineer services may use this as a refresher course and to earn continuing education credits to maintain certification. Determine when the Selection of Architects and Engineers Statute procedures apply Select an A-E firm and negotiate, award, manage, and administer a contract to satisfy the needs of the government in accordance with Federal acquisition laws, regulations, and where applicable, best business practices Overview Laws and Regulations Introduction to Architect-Engineer Contracting Defining Architect-Engineer Services Steps in Awarding an A-E Contract Competition in Architect-Engineer Contracting Case Study Planning an A-E Services Acquisition Determination of Need Project Management Plan Site Selection Methods of Accomplishing Design Design Program Small Business Programs Government Estimate Performance Work Statement (PWS)/Scope of A-E Services PWS vs. Scope of Work When to Write the PWS Data Sources Elements of the PWS Contract Types Case Study Advertising Requirements Congressional Notification Purposes of Advertising Methods of Advertising Response Times Requirements for Set-Asides Format of the Synopsis Exercises and Case Study Selection Procedures Qualifications Statements Evaluation Boards Board Functions Selection Authority Short Selection Process Request for Proposal Special Clauses for A-E Contracts Release of the RFP and Handling of A-E Questions Release of Information Exercises and Case Studies Evaluation and Negotiation Evaluation Subcontracting Plans Negotiations Debriefings of Offerors Exercises and Case Study Contract Management and Administration Contract Clauses Management and Administration Inspection and Acceptance of A-E Submittals and Services Contract Management Contract Administration Partnering Service Contract Labor Standards Statute Contract Closeout Exercises and Case Studies Quality Management Definitions QM Systems Responsibilities Purpose of QM QA Actions Contractor QC Course days $1,149 Jun 11-15, San Francisco, CA Mar 19-23, Aug 28-Sep 1, Jul 10-14, Dec 4-8, Feb 5-9, Apr 2-6, May 14-18, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 SUGGESTED Participants are highly encouraged to complete the FAC-C or DAWIA Level I certification training courses or equivalent experiences before taking this course. Construction Claims CON 244: Construction Contracting ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the upperdivision baccalaureate degree category, 2 semester hours in contract administration, acquisition management, purchasing, or business administration. COURSE FORMAT: Lecture, discussion, exercises, case studies, and independent readings This FAC-C and DAWIA Level III elective course is designed to provide participants with the knowledge and skills necessary to contract for Federal government construction from acquisition planning through closeout. The course may also be of interest to Contracting Officer s Representatives who oversee construction projects. Who Takes This Course: This course is designed for contracting personnel involved in the construction process. Additionally, Contracting Officer s Representatives involved in construction project oversight may find this course beneficial. Explain the environment and rules for contracting for construction Perform the critical preaward and postaward construction contracting functions Administer clauses unique to construction contracting Introduction Changes Conclusion Construction Acquisition Planning Acquisition Plans Plan Components Project Scope Market Research Contract Vehicles and Processes Other Plan Considerations Plan Dates Exercise Construction Solicitation Phase Reviewing Plans and Specifications Solicitation Preparation Construction Market Research Construction Solicitation Issuance Construction Evaluation and Award Physical Requirements Analytical Requirements Other Considerations Negotiated Requirements Exercises Construction Contract Administration, Compliance Policy Government Responsibilities Contractor Responsibilities Preconstruction Conference Contractual Requirements for Quality Work The Contractor Quality Control Plan Quality Assurance Labor Law Issues Partnering Exercises Administration of Construction Contract Modifications Analysis of Principal Clauses Changes Clause (FAR ) Differing Site Conditions Clause (FAR ) Site Investigation and Conditions Affecting the Work Clause (FAR ) Suspension of Work Clause (FAR ) Variation in Estimated Quantity Clause (FAR ) Default (Fixed-Price Construction) Clause (FAR ) Inspection of Construction Clause (FAR ) Value Engineering Construction Clause (FAR ) Constructive Changes Construction Schedule, Time, and Delay Analysis Construction Schedules Delays Schedule Analysis Acceleration Methods for Determining Quantum Methods for Computing Overhead Termination for Default Claims Exercises Invoices, Payments, and Contract Closeout Payments and Progress Meetings Receipt of Invoice Reviewing the Schedule of Prices Retainage, Withholding, and Liquidated Damages Notice of Nonpayment and Overpayment Payment of Invoice Punch Lists, Occupancy, and Warranties Contract Closeout Exercises Course days $1,149 Oct 16-20, Feb 26-Mar 2, Jun 4-8, Portland, OR Jan 8-12, San Francisco, CA Aug 21-25, Seattle, WA Jun 25-29, Jul 10-14, Mar 5-9, Aug 28-Sep 1, Nov 13-17, Jan 22-26, Apr 23-27, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 SUGGESTED FAC-C or DAWIA Level I certification training courses. Construction Claims CON 243: Architect-Engineer Services Contracting ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in business administration, Federal acquisition, procurement management, purchasing, or public administration. REQUIRED MATERIALS: Participants must bring a calculator to class. COURSE FORMAT: Graded pre-class assignment, lecture, discussion, exercises, case studies, independent readings, and graded hot topics point paper 22 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

14 ACQUISITION & CONTRACTING ACQUISITION AND CONTRACTING Need COR training? Look no further. Basic (Level I) Contracting Officer s Representative WE VE GOT ALL THE TRAINING YOU NEED Complete your FAC-COR or DoD-COR training for all three certification levels and fulfill your 40 CLP continuous learning requirement with our industry-leading curriculum. This course provides the training required for FAC-COR Level I certification. It provides individuals with the basic knowledge and skills needed to perform their duties as newly assigned or soon to be assigned Level I CORs. Participants will gain knowledge of their duties and responsibilities as CORs and an understanding of the acquisition process. The course emphasizes proper communication and documentation, contract monitoring, payment, and ethics. Who Takes This Course: This course is designed for personnel seeking FAC-COR Level I Certification training. Describe the COR s duties, responsibilities, and authority Identify issues affecting the COR through the acquisition process Maintain appropriate documentation and communications Use appropriate techniques to monitor contract performance Describe the process for processing contractor invoices for payment COR Roles and Responsibilities The Role of a Contracting Officer s Representative Responsibilities Delegation of Authority COR Responsibilities Throughout the Acquisition Process Acquisition Planning Phases of the Acquisition Process Types of Market Research Benefits of Market Research Sources of Market Information Determination of Need Considerations When Developing Requirements Documents Managing Risk Contract Types Recurring Requirements Exercises Contract Formation Pre-solicitation Exchanges with Industry Solicitation Format Incorporating the Source Selection Strategy and Evaluation Factors in the Solicitation Preparing Proposal Instructions Issuance and Amendment of the Solicitation Evaluating Technical/Management Proposals Evaluating Past Performance Processing Performance Information in CPARS and PPIRS Contract Management The COR Work Plan Communicating with Contractors Purpose of Contract Monitoring Sources of Monitoring Requirements Steps for Monitoring Performance Monitoring Contract Costs Identifying the Need to Modify the Contract Types of Modifications Evaluating Proposed Changes Constructive Changes Documenting Performance for Future Source Selections Contract Closeout Exercise Payment Methods of Payment Processing Invoices/Vouchers Prompt Payment Act Ethics in Government Contracting Principles of Ethical Conduct Gifts and Gratuities Conflicting Financial Interests Restrictions on Obtaining and Disclosing Certain Information Organizational Conflicts of Interest Identifying Fraud in Government Contracts Exercise Course day $589 Aug 9, Nov 2, Mar 1, Jun 11, NASBA CPE CREDITS: 8 CEU CREDITS: 0.6 CLP CREDITS: 8 Contracting Officer s Representative Course Advanced COR Workshop COR Refresher FAR Overview Ethics in Federal Contracting COURSE FORMAT: Lecture and discussion Management Concepts

15 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Contracting Officer s Representative Course Advanced COR Workshop REMOTE VIRTUAL REMOTE This course is designed to provide non-contracting personnel with the knowledge and skills to execute their responsibilities as a representative of the contracting officer. This course meets the FAC-COR Program training requirements for Level II Certification and is equivalent to DAU s COR 222: Contracting Officer s Representative Course, which is required for DoD COR Types B and C Certifications. Individuals seeking to earn 40 CLPs should consider taking our Advanced COR Workshop. Who Takes This Course: This course is designed for individuals who want to meet their FAC-COR Level II Certification or DoD Type B or C COR certification training requirements. Describe the COR s role and authority in the acquisition process Participate in acquisition planning, contract formation, and contract administration Develop a contract administration plan Maintain appropriate documentation and communications Monitor contract performance Assist the contracting officer with processing changes, equitable adjustments, claims, disputes, and appeals COR Delegation and Responsibilities The Role of a Contracting Officer s Representative Responsibilities Delegation of Authority Ethics in Government Contracting Principles of Ethical Conduct Standards of Ethical Conduct Organizational Conflicts of Interest The COR s Role in Acquisition Planning Identifying and Defining the Requirement The Acquisition Planning Process Independent Government Cost Estimates Incentive/Award Plans Purchase Requests Contract Award Acquisition Methods Competition Requirements Subcontracting Requirements Contract Types What s In a Contract? Uniform Contract Format Contracts for Commercial Items Communication and Documentation Postaward Orientations (FAR subpart 42.5) The COR Work Plan Communicating with Contractors Monitoring Contract Performance Inspection, Acceptance, and Payment Contract Modifications Improper Contract Changes Constructive Changes Unauthorized Commitments Dealing with Unsatisfactory Performance Remedies Disputes Closeout Actions Special Considerations for Service Contracts Special Considerations for Construction Contracts Special Considerations for Major Acquisitions and R&D Contracts Course days $1,149 *Remote Seats Available Boston, MA Chicago, IL Las Vegas, NV Oklahoma City, OK Orlando, FL Phoenix, AZ Portland, OR San Antonio, TX San Diego, CA San Francisco, CA Seattle, WA * * VIRTUAL 5 days $1,149 See our website for the latest schedule. NASBA CPE CREDITS: 40 PDU CREDITS: 35 CEU CREDITS: 4.0 CLP CREDITS: 40 Advanced COR Workshop Developing the Independent Government Cost Estimate Project Management Principles Federal Contract Law Evaluating a Contractor s Performance Market Research COR Refresher ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in business administration, acquisition management, procurement, purchasing, or public administration. In this course, participants will make acquisition strategy recommendations, conduct market research, draft requirements and quality assurance surveillance plan documents, create meaningful evaluation factors, and develop a detailed plan for managing the contract. Essential COR documentation is emphasized. Who Takes This Course: This course is designed for certified FAC-COR Level II or DoD Type B or C CORs who wish to increase their mastery of the FAC-COR or DoD-COR competencies while earning 40 CLPs to maintain their certification. Explain the benefits of performance-based service acquisition Collect and analyze relevant market information and identify possible sources Recommend acquisition strategies to the acquisition team to ensure supplies or services are available when needed Define the necessary requirements to fill the mission needs Develop technical evaluation factors and subfactors that discriminate between offerors and tie back to technical requirements Identify contract performance risk areas and develop a plan for contract management Monitor contract performance and recommend necessary actions to the contracting officer Recognize situations that require a contract modification and communicate the requirement to the contracting officer Document the contractor s actual performance under the contract Performance-Based Service Acquisition (PBSA) Elements of PBSA Differences between PBSA and Non-performance Based Contracts Benefits of PBSA Acquisition Planning and Market Research Plan and Implement the Acquisition Strategy Write the Market Research Report Defining the Requirement Using Job Analysis to Structure Performance Requirements Contractor Surveillance Methods Write a PWS That Captures Performance Requirements Create a QASP That Ensures Performance Goals Are Met Developing Technical Evaluation Factors Mandatory Evaluation Factors Characteristics of Good Evaluation Factors What Agencies Have to Tell Offerors about Evaluation Factors Suggested Approach for Developing Technical Evaluation Factors Postaward Planning Major Goals of Postaward Planning The Most Important Areas of the Contract for the COR/COTR to Review Prepare the COR/COTR Workplan Prepare for the Postaward Orientation Conference Inspection and Acceptance Purpose of Inspection Conducting and Documenting Inspections Acceptance of Supplies and Services Notifying the Contracting Officer of Noncompliance Performance Management Monitor and Document Contractor Performance Identify and Resolve Performance Issues Resolve Interruptions in Contract Performance Review and Process Contractor Invoices Adjust Contractor Payment for Non-performance Contract Modifications Types of Changes and Modifications Circumstances that Can Prompt a Contract Change Handling Contractor Requests Contract Scope Constructive Changes Equitable Adjustment Recording and Maintaining Contractor Performance Information Prepare a Contractor Performance Evaluation Report Sources of Information Contractor Rebuttal Rights Course days $1,149 *Remote Seats Available Nov 13-17, Mar 12-16, Fort Worth, TX Apr 30-May 4, San Francisco, CA Jul 31-Aug 4, Seattle, WA Oct 16-20, *Aug 21-25, *Jul 17-21, NASBA CPE CREDITS: 40 PDU CREDITS: 35 CEU CREDITS: 4.0 CLP CREDITS: 40 SUGGESTED Contracting Officer s Representative Course COR Refresher Project Management Principles Federal Contract Law Evaluating a Contractor s Performance Market Research ACE CREDIT RECOMMENDATIONS: November 2009 to present: In the upper-division baccalaureate degree category, 2 semester hours in business administration, acquisition management, procurement, purchasing, or public administration. COURSE FORMAT: Pre-class assignments, lecture, guided discussions, independent readings, and individual and group work on an integrated case study (elements of which are graded) COURSE FORMAT: Lecture, discussion, exercises, and independent readings 26 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

16 ACQUISITION AND CONTRACTING GET THE TRAINING YOU NEED FOR THE Leasing Certification Program for Real Property (LCP) COR Refresher REMOTE VIRTUAL This training course will help experienced Contracting Officer s Representatives (CORs) keep pace with the rapidly changing acquisition world, while satisfying requirements for refresher/ maintenance training. Participants should come prepared to discuss troublesome issues they have encountered while performing their COR duties. Who Takes This Course: This course is designed for experienced CORs who seek to stay up-to-date with the changes in the acquisition community that relate to the proper performance of their COR duties while earning partial continuous learning credit required to maintain their certification. Describe duties, responsibilities, and limits to authority of a COR Identify complex issues affecting CORs Apply work management techniques to measure contractor performance The Acquisition Process and Responsibilities of Contracting Officer s Representatives Review of the Acquisition Process The COR s Authority COR Responsibilities throughout the Acquisition Process Exercise Government Property Government Policy Regarding Government Property Examples of Government Property Providing and Administering Government Property Intellectual Property Exercise Monitoring Contractor Performance Purpose of Contract Monitoring Sources of Monitoring Requirements Steps for Monitoring Performance Monitoring Contract Costs Constructive Changes Exercise Work Planning, Scheduling, and Measurement Techniques Work Planning and Scheduling Work Measurement Measuring Progress Exercise Subcontracts Subcontracting and Government Consent Disputes The Small Business Subcontracting Program Labor Compliance Default by the Subcontractor Considerations in Monitoring Contracts Awarded under Section 8(a) of the Small Business Act Exercise Payment Methods of Payment Processing Invoices/Vouchers Prompt Payment Act Exercise Ethics in Government Contracting Principles of Ethical Conduct Gifts and Gratuities Conflicting Financial Interests Restrictions on Obtaining and Disclosing Certain Information Conflicts of Interest Identifying Fraud in Government Contracts Exercise Course day $609 *Remote Seats Available Jul 13, Jul 17, *Sep 7, *Oct 11, *Dec 13, *Jan 16, *Feb 23, *Apr 27, VIRTUAL 1 day $609 See our website for the latest schedule. NASBA CPE CREDITS: 8 CEU CREDITS: 0.6 CLP CREDITS: 8 COURSE FORMAT: Lecture and discussion Leasing Contracting Officers (LCOs) manage over 10,000 leases across the government and play critical roles within the acquisition process. The General Services Administration (GSA) recognizes the LCOs value and has designed the LCP to address competencies needed for successful lease management and we ve got training courses you need to help meet your requirements. Refer to the table below for training courses that satisfy the requirements for Leasing Contract Officers with warrant threshold Levels I-IV. LEASING PROJECT MANAGEMENT ACQUISITION PROFESSIONAL SKILLS Lease Acquisition Training Federal Real Property Lease Law Cost and Price Analysis of Lease Proposals Techniques of Negotiating Federal Real Property Leases Business, Cost, and Financial Management: FAC-P/PM Senior Level Contract Management: FAC-P/PM Senior Level Leadership and Communication Skills for Project Managers Leadership and Strategic Management: FAC-P/PM Senior Level Managing Multiple Projects Managing Scope, Schedule, and Cost Managing Stakeholder Expectations and Relationships Project Cost Estimating Project Management Essentials for Non-Project Managers Project Management Principles Project Management Risk Systems Management: FAC-P/PM Senior Level Appropriations Law Seminar Basic (Level I) Contracting Officer s Representative Budget Formulation Budgeting and Accounting: Making the Connection CON 100: Shaping Smart Business Arrangements Contracting Officer s Representative Course Federal Real Property Leasing Refresher Lease Administration Program and Budget Analysis Using Microsoft Excel The Federal Budget Process Building and Sustaining Teams Critical Thinking for Problem Solving Customer Service Skills and Techniques Emotionally Intelligent Leadership Influencing Skills Interpersonal Skills: Developing Effective Relationships Leadership Skills and Techniques Resolving Conflict LCP TRAINING LEVEL I LEVEL II LEVEL III We also offer training to support your Continuous Learning Points (CLP) requirements! Visit for more information. 28 Printed content subject to change. Visit our website for the latest schedule and course information. 29

17 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Lease Acquisition Training Federal Real Property Lease Law This course provides participants the essential skills for mastering the fundamental concepts involved in the leasing process. Participants will participate in highly interactive, hands-on table exercises using a lease acquisition case study that simulates the entire lease acquisition process from requirements development through Tenant Improvement (TI) construction and acceptance. Participants will gain the knowledge and skills to be productive members of the lease acquisition team. Who Takes This Course: This course is designed for newly assigned leasing specialists. Experienced leasing personnel may choose to use this course as a refresher to maintain their leasing warrants and certification. Provide practitioner-level training on the lease acquisition process Engage and challenge through a comprehensive case study simulation of the actual lease acquisition process Ensure consistency across regions Select the appropriate lease model The Regulatory Environment Regulations that Impact the Lease Acquisition Process Impact of Lease Reform Six Lease Acquisition Models Requirements and Pre-Solicitation Project Initiation and Global Project Management (gpm) Development of Agency Space Requirements Engagement of Portfolio Acquisition Planning No-Net-New, Freeze the Footprint, and Presidential memo Market Survey Process Market Research Market Survey Process Decision to Solicit Land Market Survey Form Market Survey Report Understanding the Solicitation Process Request for Lease Proposals (RLP) and Lease Contract Additional Documents Attached to the RLP and Lease Contract Tailoring the RLP and Lease Contract to the Acquisition Sending out the RLP Package RLP and Lease Amendments Evaluating Lease Proposals Establishing Negotiation Objectives Evaluating Offers Lease Negotiations Final Proposal Revisions Present Value Analysis (PVA) The Price Negotiation Memorandum (PNM) Preaward/Award Preaward Process Assembling the Lease Awarding the Lease and Notifying Unsuccessful Offerors Postaward Actions Design Design Intent Drawings (DIDs) Finish Selections Construction Drawings (CDs) Postaward Tenant Improvement Negotiations TI Bids TIs that Exceed the Allowance TI PNM TI Notice to Proceed (NTP) and When it Can be Granted TI Construction to Acceptance Construction Kickoff and Coordination Progress Inspection Process Change Order Process Final Acceptance Inspection Process Project Closeout Other Lease Models Simplified Streamlined Succeeding/Superseding On-Airport Warehouse Course days $1,129 May 7-11, Orlando, FL Jul 17-21, Philadelphia, PA Aug 21-25, Portland, OR Apr 2-6, San Francisco, CA Oct 16-20, Nov 27-Dec 1, Jan 29-Feb 2, Jun 18-22, NASBA CPE CREDITS: 36 Field of Study: Management Advisory Service CEU CREDITS: 2.8 CLP CREDITS: 36 Cost and Price Analysis of Lease Proposals Techniques of Negotiating Federal Real Property Leases Federal Real Property Lease Law COURSE FORMAT: Lecture, discussion, and case study simulation This training course concentrates on ways to identify and avoid legal problems that arise while soliciting for and administering leases. Through the case study method using actual Comptroller General and court decisions, participants will learn to apply proper legal principles to the work they do every day. Participants also will work extensively with the clauses typically found in Federal leases, including GSA Form 3517B. This is one of the courses required to qualify for a leasing warrant. Who Takes This Course: This course is designed for lease contracting officers or others who require knowledge of the legal aspects of acquiring leased space or to increase their leasing warrant authority. Explain the genesis of lease law Discuss the legal implications of the solicitation process Describe the dispute resolution process Explain legal principles involved in contract interpretation Recognize legal implications of leasing clauses Explain the concept of damages and remedies The Genesis of Lease Law General Common Law of Landlord and Tenant Elements of a Valid Lease Implied Duty of Good Faith and Fair Dealing Current Federal Lease Law Structure of the Various Forums How Various Forums Handle Cases Exercise and Case Studies Solicitation Process GSA Lease Reform Solicitation Responsibility Case Studies Dispute Resolution Protests Claims Equal Access to Justice Act Case Studies Lease Interpretation Specific Rules of Interpretation Case Studies Lease Administration Problems GSA Form 3517B General Clauses Exercise and Case Studies Damages and Other Remedies Damages Actions for Waste Constructive Eviction Termination of the Lease Exercises and Case Studies Course days $1,149 May 14-18, Fort Worth, TX Jul 10-14, San Francisco, CA Mar 26-30, Oct 2-6, Jan 8-12, Jun 11-15, NASBA CPE CREDITS: 40 Field of Study: Business Law CEU CREDITS: 3.2 CLP CREDITS: 40 Lease Acquisition Training Cost and Price of Lease Proposals Lease Administration Techniques of Negotiating Federal Real Property Leases COURSE FORMAT: Lecture, discussion, interpretation and application of case study materials, and independent readings 30 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

18 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Cost and Price Analysis of Lease Proposals Techniques of Negotiating Federal Real Property Leases Participants in this specialized training course will learn how to establish realistic negotiation objectives when analyzing real property lease proposals. Participants will apply analysis techniques when addressing realistic scenarios. This is one of the courses required to qualify for a leasing warrant. Who Takes This Course: This training course is essential for those involved in evaluating lease proposals and those who seek a higher level leasing warrant. Apply appropriate analysis techniques to evaluate offers and establish a prenegotiation position Use analysis results to achieve a fair and reasonable price during lease negotiations Lease Pricing Meaning and Purpose of Contract Pricing Phases of Contract Pricing Legislative and Regulatory Requirements Types of Pricing Types of Analysis: Price and Cost Types of Leases and Lease Situations Analysis During Acquisition Planning Purpose of Analysis Sufficiency of Requirements Preliminary Market Price Analysis Market Survey Price Analysis Results of the Market Survey Analysis of Solicitation Consideration of Government Requirements and Standards Reconcile Pricing Paragraphs with Market Survey Results Market Practices Versus Government Requirements Socioeconomic Policies and Impact On Price Content and Structure of the RLP Package Exercises Price Evaluation of Initial Offers Initial Checks and Verifications Abstract of Offers Nature and Extent of Competition Establish Negotiation Objectives Fair Annual Rent Present Value Analysis Exercises Technical Evaluation of Offers Desirables, Not Requirements Technical Evaluation The Relationship of Price and Technical Evaluation Factors Competitive Range Exercise Cost Analysis Application and Limitations Cost Elements of Rent Accounting Principles and Practices Allowability of Costs Cost or Pricing Data Data Collection Prepare Should Cost Position for Negotiation Profit as an Element Exercises Use of Analysis in Negotiations Preparation for Negotiations Prenegotiation Plan Review of Cost Analysis Review of Technical and Price Analysis Identify Strategy Final Evaluation and Negotiation Memorandum Final Evaluation Preaward Actions Contract Award Additional Situations for Analysis Simplified Lease Model Succeeding/Superseding Lease Real Estate Tax Evaluation Terminations and Restoration Exercises Course days $1,149 Sep 25-29, Feb 5-9, Fort Worth, TX Dec 4-8, San Francisco, CA Jun 25-29, Aug 14-18, Oct 23-27, Apr 30-May 4, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 Lease Acquisition Training Techniques of Negotiating Federal Real Property Leases Federal Real Property Lease Law REQUIRED MATERIALS: Participants must bring a calculator to class. COURSE FORMAT: Lecture, discussion, exercises, and independent readings Through preparation and role-playing, participants will develop the knowledge and skills needed to negotiate lease contracts in accordance with applicable regulations. This is one of the courses required to qualify for a higher-level leasing warrant. Who Takes This Course: This course is designed for Federal leasing specialists who have a fundamental understanding of real property leasing and lease proposal cost and price analysis, and are called upon to negotiate real property leases. Conduct exchanges with lessors prior to negotiations Determine the competitive range and extent of discussions Prepare a negotiation plan Conduct discussions with lessors in the competitive range Conduct negotiations in noncompetitive situations Introduction to Negotiations Recognizing Possible Negotiation Outcomes and Styles Describing Attitudes That Lead To Successful Negotiations Exchanges Prior to Negotiations Identifying Offeror Information Needed For Offer Analysis Selecting Methods For Conducting an Exchange Selecting and Preparing Participants for Face-to- Face Exchanges Conducting Face-to-Face Exchanges Establishing the Competitive Range Negotiation Preparation Tailoring the Negotiation Team to the Situation Identifying Negotiation Issues and Objectives Identifying the Offeror s Probable Approach to Negotiation Assessing Bargaining Strengths and Weaknesses Identifying Negotiation Priorities and Potential Tradeoffs Determining an Overall Negotiation Approach Preparing A Negotiation Plan Noncompetitive Negotiations Recognizing the Principal Negotiator s Responsibilities Types of Negotiations After Award Identifying Documentation Requirements Nonverbal Communication Recognizing Different Forms of Nonverbal Communication Describing How Body Language Affects Negotiations Describing How The Physical Environment Affects Negotiations Recognizing How Personal Attributes Affect Negotiations Bargaining Techniques Rule 1: Be Prepared Rule 2: Aim High Rule 3: Give Yourself Room to Compromise Rule 4: Put Pressure on the Offeror Rule 5: Do Not Volunteer Weaknesses Rule 6: Use Concessions Wisely Rule 7: Say It Right Rule 8: Satisfy NonPrice Issues Rule 9: Use the Power of Patience Rule 10: Be Willing To Walk Away From or Back to Negotiations Bargaining Tactics Using Win/Win Tactics Identifying Win/Lose Tactics and Appropriate Countermeasures Conducting Discussions Recognizing the Steps for Competitive Discussions Conducting a Comparative Assessment of Final Offers Communicating Assessment Results Identifying Documentation Requirements Postaward Negotiation and Administration Buildout Period Daily Administration Alterations, Lease Modifications, and Changes Disputes Terminations and Repair Course days $1,149 Dallas, TX Jun 11-15, San Francisco, CA Oct 30-Nov 3, Aug 7-11, Mar 5-9, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 SUGGESTED Cost and Price Analysis of Lease Proposals Federal Real Property Leasing Refresher Lease Administration REQUIRED MATERIALS: Participants must bring a calculator to class. COURSE FORMAT: Lecture, discussion, exercises, mock negotiations, and independent readings 32 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

19 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Lease Administration Federal Real Property Leasing Refresher Designed for the practitioner, this course provides useful information on the technical direction and enforcement of real property leases. The course covers a wide range of contract management issues from initial build-out of the space through ongoing performance management to termination procedures. The course satisfies the continuous learning requirements of the GSA Leasing Specialist Certification Program. Who Takes This Course: This course is designed for leasing specialists, real property managers, and contracting officer s representatives. Explain the elements of a real estate contract and the forms of ownership Discuss the purpose and application of lease clauses Manage the postaward activities leading up to occupancy, during move-in, and after occupancy Introduction to Real Estate Lease Administration and Management Importance of Lease Administration Definitions and Principles of Real Property Ownership Real Estate Leases vs. Other Types of Contracts Roles and Responsibilities in Lease Administration Elements of a Real Estate Contract Legal Categories of Contracts Elements that Create a Valid Express Contract Satisfying Contract Elements in the Award of Leases Purpose and Application of the General Clauses in Lease Administration GSA Form 3517B, General Clauses Clauses for Small and Simplified Leases Postaward Activities Leading up to Occupancy Lease Execution and Document Distribution Tenant Improvement Process Kickoff Meeting Construction of Tenant Improvements Acceptance Inspection Determination of Substantial Completion and Activities at the Time of Occupancy Fundamentals of Substantial Completion Separate Testing and Verification Measuring the Completed Space Coordination of Activities to Move into New Space Utilities Paid Directly by the Government Lease Administration Actions after Occupancy within the Scope of the Contract Payee Changes Change to the Lessor Ownership Rent Payment Issues Estoppel Certificates Statement of Lease Assignment of Claims Rent Adjustments Operating Costs Adjustments Real Estate Tax Adjustment Paragraphs Administering Leases with Stepped Rents Alterations and Repairs in Leased Space Specifications for Alterations Acquisition Plan Independent Government Cost Estimate Negotiation and Award Administration of Alteration Projects Monitoring Performance Final Inspection Acceptance Government-Furnished Property Miscellaneous Lease Administration Actions after Occupancy Expanding the Square Footage After Award Reducing the Square Footage Negotiating Extensions of the Lease Ending Date Administering Leases in Holdover Status Exercising Termination Notices Included in the Lease Negotiating Early Termination When There is No Termination Notice in the Contract Succeeding/Superseding Lease Exercising Renewal Options in Leases Actions When Moving Out of Expired or Terminated Leases Formal Legal Issues in Lease Administration Lessor Default Lessor Bankruptcy Foreclosure on the Property by a Mortgagee Claims and Disputes Lease Condemnation Documentation, Closeout, and Settlement Recordkeeping and Lease Files Closeout and Settlement Course days $1,149 Jul 31-Aug 4, San Francisco, CA Sep 18-22, Nov 13-17, Jun 4-8, Mar 12-16, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 SUGGESTED Lease Acquisition Training Cost and Price Analysis of Lease Proposals Techniques of Negotiating Federal Real Property Leases Federal Real Property Lease Law COURSE FORMAT: Lecture, discussion, exercises, case studies, and independent readings Members of a Federal leasing team may not utilize all aspects of the leasing process on a day-to-day basis. This often leads to diminished skills and less effective execution of processes. This course provides an opportunity to review current leasing forms and procedures applicable to the complete acquisition processes for leasing space. Participants should leave the course newly armed with the ability to effectively and efficiently participate in the Federal leasing process. Who Takes This Course: This course is designed as a refresher course for leasing specialists, space managers, and contracting personnel interested in re-energizing their skills and abilities. Explain basis for leasing authority and the foundation and beginning of leasing process Describe the General Services Administration (GSA) lease models Describe the leasing procedures Discuss the various methods of determining fair and reasonable rents Evaluate offers and negotiate, award, and administer leases Obtain alterations and repairs Discuss socioeconomic considerations and standards of conduct Introduction to Leasing The Process: An Overview Roles and Responsibilities Requirements Development Development of Space Requirements Review and Approval Acquisition Planning Acquisition Plan Development Randolph-Sheppard Act Notification to State Licensing Agency Socioeconomic Considerations in Leasing Market Survey Process Sources of Market Information Advertising for Available Space Conducting the Physical Market Survey Solicitation Process Preparing the Solicitation Issuing the RLP Package Negotiation Process Determination of Competitive Range Conducting Negotiations Drafting the Lease Agreement Implementing the Agreement Fair and Reasonable Rents Fair Annual Rent Final Evaluation and Award Final Proposal Revisions Award Postaward Actions Tenant Improvements Setting Up Post Award Negotiations Notice to Proceed Change Orders Acceptance Inspection Simplified Lease Acquisition Requirements Development Acquisition Planning Evaluation Negotiation Award Inspection Acceptance Early Termination Renewal Small Lease Acquisition Warehouse Lease Acquisition Lease Administration and Management Case Study Alterations and Repairs Overview Specifications for Alterations Acquisition Plan Independent Government Cost Estimate Negotiation and Award Administration of Alteration Projects Monitoring Contract/Lease Requirements Labor Standards Final Inspection Acceptance Government-Furnished Property Building Codes and Local Requirements Documentation Contracting for Continuing Space Requirements Succeeding Lease Superseding Lease Renewal Options Changes in Square Footage Lease Extensions Documentation, Closeout, and Settlement Recordkeeping and Lease Files Closeout and Settlement Standards of Conduct Overview Course days $1,149 Aug 28-Sep 1, Dec 11-15, Apr 16-20, Jul 24-28, Feb 12-16, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 Cost and Price Analysis of Lease Proposals Techniques of Negotiating Federal Real Property Leases Federal Real Property Lease Law Lease Administration REQUIRED MATERIALS: Participants must bring a calculator to class. COURSE FORMAT: Lecture, discussion, practical exercises, mock negotiations, and independent readings 34 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

20 ACQUISITION AND CONTRACTING Appropriations Law for Contracting Professionals REMOTE Mission Accomplished. With our DAU-equivalent, FAI-verified, and GSA-approved leasing courses rest assured that Management Concepts has the training you need to accomplish your next mission. Let us help you fulfill your continuous learning or elective requirements with our industry-leading curricula to achieve or maintain your: As the relationship between the acquisition and Appropriations Law disciplines grows, today s contracting professionals must possess working knowledge on the proper use of Federally-appropriated funds with respect to contracting and procurement activities and functions. With an emphasis on the underlying principles of appropriations law purpose, time and amount this course reinforces the Government Accountability Office (GAO) Principles of Federal Appropriations Law (the Red Book) to ensure compliance with relevant laws and regulations. Through the use of realistic scenario-based activities, participants gain an understanding of their responsibilities and are provided with the critical information needed to make sound decisions concerning appropriated funds in the Federal Government. Who Takes This Course: Participants include contracting professionals who deal with money in the Federal Government LEARNING and OBJECTIVES seek to improve job performance and meet mandatory training requirements. Individuals taking this class may hold the positions of contracting officers, CORs, contract or leasing specialists, or technical or functional Identify personnel. and apply introductory appropriations law terminology and principles Determine the legal availability of appropriations LEARNING based on purpose OBJECTIVES by applying the Purpose Law and Identify Necessary and apply Expense introductory Doctrine appropriations to contracting law Introduction to Appropriations Law and terminology procurement and principles actions The Foundation of Appropriations Law Determine Determine the the legal legal availability availability of of appropriations appropriations Interpreting the Law based based on on time purpose by applying by applying the the Bona Purpose Fide Needs Law Appropriations Terms and the GAO Red Book Rule and Necessary to contracting Expense and Doctrine procurement to contracting actions The Purpose Rule Determine and procurement the legal actions availability of appropriations based on amount in contracting and procurement The Purpose Law and Necessary Expense Doctrine Determine the legal availability of appropriations actions, avoiding violations of the Antideficiency Purpose Law Applications based on time by applying the Bona Fide Needs Act (ADA) The Time Rule Rule to contracting and procurement actions Identify Determine key the issues legal and availability special considerations of appropriations for Time Rules contracting based on amount related in to contracting ratification, and interagency procurement Severable and Nonseverable Services transactions, actions, avoiding continuing violations resolution of the Antideficiency and real Time and Contracts property Act (ADA) The Amount Rule Identify key issues and special considerations for The Antideficiency Act contracting related to ratification, interagency ADA Violations transactions, continuing resolution and real Consequences of ADA Violations property Violation Prevention and Amount Rule Application Other Areas in Appropriations Law Ratification The Economy Act Continuing Resolution Real Property and Other Area Applications Course days $839 *Remote Seats Available Dec 6-8, Sep 20-22, *Feb 20-22, Jun 18-20, Field of Study: Business Law COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, discussion, and case study FAC-C or DAWIA Contracting Certification FAC-COR or DoD-COR Certification Leasing Warrant Management Concepts

21 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Statement of Work (SOW) Workshop Writing Performance Work Statements REMOTE VIRTUAL REMOTE VIRTUAL The Statement of Work (SOW) can make or break an acquisition. Participants of this intensive, hands-on workshop will practice writing each part of the SOW. They also will examine SOWs from a contractor s perspective: What questions will a contractor have upon reading the SOW? What inconsistencies cause confusion? What makes a requirement unclear? Finally, participants will learn how a SOW lives on for the length of the contract. By analyzing legal cases that hinge on the wording of the SOW, participants will grasp the importance of their upfront work and the impact in terms of cost, schedule, and quality. Who Takes This Course: This course is designed for individuals assigned to write or review SOWs. Analyze a mission need to determine the actual requirements Select an appropriate SOW type that satisfies the government requirements Describe all aspects of the work to be done in a way that will be understood by offerors Write a SOW that is free from ambiguities and will result in responsive, competitive proposals Evaluate the impact of a SOW on achieving best value throughout the acquisition process Overview of Statements of Work Defining the Requirement Describing the Work in Detail Writing the SOW Living with Your SOW Course days $839 *Remote Seats Available Sep 18-20, May 29-31, Oct 10-12, *Apr 16-18, Jul 24-26, *Feb 5-7, VIRTUAL 3 days $839 See our website for the latest schedule. Writing a Performance Work Statement (PWS) COURSE FORMAT: Pre-work assignment, lecture, discussion, exercises, and independent readings Participants will determine requirements by developing high level objectives, tasks, performance standards, and inspection requirements. Participants will develop their performance work statement and quality assurance surveillance plan using the Acquisition Requirements Roadmap Tool (ARRT) developed by the Defense Acquisition University (DAU) and endorsed by the Federal Acquisition Institute (FAI). To facilitate a high level of learning, we encourage participants to bring a requirements development project from work. Who Takes This Course: This course is designed for individuals and those working for companies who must write performance work statements. Explain the importance of the performance work statement and its role in the acquisition process Demonstrate preparing PWS artifacts using the Acquisition Requirements Roadmap Tool Develop a problem statement and determine the project vision Develop and analyze requirements Develop complete and clear work statements and their associated products Recognize the value of an unambiguous work statement throughout the acquisition lifecycle Performance Work Statement Importance of a Well-Written PWS Relationship of the PWS to the Solicitation, Evaluation, and Contract Administration Role of the Quality Assurance Surveillance Plan Work Statement Development Process Using ARRT Purpose of ARRT Features and Functionality of ARRT Developing Work Products through ARRT Project Vision Writing a Problem Statement Determining Project Vision in ARRT Requirements Definition Determining High Level Objectives and Specific Tasks for Each One Determining Program Standards and AQLs Determining Inspection Methods ARRT Work Products Complete and Refine the PWS and QASP using ARRT Living with Your PWS Analyze the Effectiveness of a Work Statement on the Source Selection Process and During Contract Execution Course days $839 *Remote Seats Available Jun 25-27, Jul 17-19, *Feb 12-14, *Apr 9-11, *May 29-31, *Sep 6-8, *Nov 6-8, VIRTUAL 3 days $839 See our website for the latest schedule. SUGGESTED FAC-C or DAWIA Level I Certification in contracting or Contracting Officer s Representative Course Advanced COR Workshop Developing the Independent Government Cost Estimate Market Research Project Management Principles Federal Contract Law COURSE FORMAT: Lecture, discussion, demonstrations, videos, exercises, case studies, and independent readings 38 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

22 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Source Selection Advanced Source Selection REMOTE Participants will obtain the knowledge and skills necessary to make sound source selection decisions using negotiated contracting procedures as prescribed in Federal Acquisition Regulation Part 15. This training course addresses high dollar value, complex, or critical acquisitions necessitating a more structured source selection approach. Who Takes This Course: This course is for contracting and noncontracting personnel who are responsible for using FAR Part 15 source selection procedures to successfully select the contractor that provides the best value to the government. Discuss the source selection process Plan a source selection Develop evaluation factors and scoring plans Discuss the process for preparing and issuing a solicitation Explain the process for evaluating proposals Establish an appropriate competitive range and conduct discussions Describe the source selection decision and contract award process Source Selection Overview Source Selection Terminology Basics of Source Selection Key Events in the Source Selection Process Source Selection Roles and Responsibilities Procurement Integrity Exercise Source Selection Planning Planning the Source Selection Organizing and Staffing the SST Selecting the Source Selection Methodology Using Oral Presentations Drafting the Source Selection Strategy Exercise Developing Evaluation Factors General Guidelines for Developing Evaluation Factors Developing Non-Price/Cost Evaluation Factors Determining the Relative Importance of Noncost/ Nonprice and Cost/Price Evaluation Factors Selecting Scoring Plans and Rating Systems Critique Evaluation Factors Exercise Prepare and Issue the Solicitation Solicitation Format Incorporating the Source Selection Strategy and Evaluation Factors in the Solicitation Preparing Proposal Instructions Requirements for Publicizing Information Pre-solicitation Exchanges with Industry Issuance and Amendment of the Solicitation Exercise Evaluation Briefing and Instructing the SST Receiving and Screening Proposals Evaluating Technical/Management Proposals Evaluating Past Performance Evaluating Cost/Price Proposals SSEB Evaluation Report Exercises Competitive Range and Discussions Award without Discussions Exchanging Information after Receipt of Proposals Establishing the Competitive Range Notifying Offerors Outside the Competitive Range Conducting and Documenting Discussions Exercises Selection and Award Evaluating Final Proposal Revisions Final Evaluation Report and Presenting Final Proposal Evaluations to the SSA Making the Source Selection Decision Documenting the Source Selection Decision Determining Contractor Responsibility Notifying Successful and Unsuccessful Offerors Postaward Debriefings Protests Exercises Course days $1,149 *Remote Seats Available Mar 12-16, Aug 14-18, San Diego, CA Nov 13-17, Sep 11-15, *Jan 29-Feb 2, *Jul 16-20, Jul 17-21, Nov 27-Dec 1, Apr 16-20, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 Cost and Price Analysis Fundamentals of Overhead and Other Indirect Cost Rates ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Contract Administration, Acquisition Management, Purchasing, Public Administration, or Business Administration. COURSE FORMAT: Lecture, discussion, exercises, case studies, and independent readings This course builds on participants knowledge of source selection by providing an in-depth discussion of the source selection process. The course focuses on the legal basis behind the source selection process, the elements associated with source selection planning, the development of evaluation factors and standards, properly conducting communications with offerors, determining the best value proposal, and conducting effective debriefings. Who Takes This Course: This course is for contracting and noncontracting personnel who are looking to further develop their skills through hands-on application and case studies. Explain the Congressional intent behind the source selection requirements of FAR part 15 Evaluate the effectiveness of a written source selection strategy Examine and critique evaluation factors and source selection instructions for a given requirement Critique a source selection team s proposal evaluation process and recommend improvements Make a source selection award decision and justify your rationale Source Selection Policy Purpose of Source Selection Legal Intent of Source Selection Policy Source Selection Planning Source Selection Teams Source Selection Strategy Source Selection Instructions and Evaluation Criteria Evaluation Factors Scoring Plans and Rating Systems Communicating the Source Selection Strategy in the Solicitation Source Selection Evaluations and Communications Evaluation Best Practices Clarifications, Communications, and Discussions Source Selection Award Making the Source Selection Decision Award Notification and Postaward Debriefings Course days $839 Jul 17-19, Apr 9-11, Sep 18-20, San Diego, CA Dec 11-13, Oct 23-25, Jun 25-27, Aug 7-9, Dec 4-6, Feb 20-22, Course Level: Advanced CEU CREDITS: 2.4 Source Selection FAC-C Level II Certification Managing Contracting Organizations Project Management Principles Critical Thinking for Problem Solving Appropriations Law Seminar Analytics Boot Camp COURSE FORMAT: Lecture, discussion, and group exercises 40 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

23 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Best Value Source Selection Using Tradeoffs Simplified Acquisition Procedures This training course explores the procedural choices available to the government in achieving best value in negotiated procurements using the tradeoff process in accordance with Federal Acquisition Regulation (FAR) Part 15, and how these choices impact competing contractors. Who Takes This Course: This course is designed for members of an acquisition team who expect to participate in a tradeoff source selection. Use the tradeoff method to select the best value offer for award Introduction to Best Value Source Selection Using Tradeoffs Basic Buying Processes Comparison of Federal Government Processes Policy Background for Obtaining Best Value Rules for Obtaining Best Value Exercise Acquisition Planning Acquisition Planning Process Deciding When the Tradeoff Process Is Appropriate Organizing for Source Selection Exercise Selecting Evaluation Factors Responsibility for the Proposal Evaluation Plan Latitude in Selecting Evaluation Factors and Significant Subfactors Ground Rules for Selecting Factors Scoring Methods for the Tradeoff Process Preparing the RFP Evaluating Proposals Pursuant to the RFP Exercise and Case Studies Evaluating Technical and Cost Proposals Proposal Parts Complex Requirements Organizing for Proposal Evaluation Proposal Evaluation Board Nominations Instructing the Proposal Evaluation Board Standard Formats Proposal Evaluation Board Process Cost Proposals Cost Realism Analysis and Probable Cost Case Studies Exchanges Other than Discussions Notification of Intent in the RFP Exchanges Involving Award without Discussions Exchanges Prior to the Competitive Range Discussions Exercise and Case Study Establishing the Competitive Range and Holding Discussions Establishing the Competitive Range Holding Discussions Proposal Revisions Exercises and Case Studies Selecting a Contractor for Award Discretionary Power Rationality and Consistency Treating Cost in Tradeoff Source Selection Cost-Reimbursement Contracting Documentation Independence of the Source Selection Authority The Source Selection Decision Exercises and Case Studies Notifications and Debriefings Notifications Debriefings Protests Definition of a Protest Forums for Protest Impact of Protests Eligibility and Timeliness Remedies Course days $789 Sep 7-8, Nov 15-16, Mar 26-27, Apr 25-26, Jun 6-7, SUGGESTED Introduction to Federal Contracting Contracting Officer s Representative Course CON 124: Contract Execution Source Selection CON 280: Source Selection and the Administration of Service Contracts COURSE FORMAT: Lecture, discussion, practical exercises, case studies, and independent readings This training course provides participants with an understanding of the simplified methods of procurement. It also provides a knowledge base that may support the increase of single purchase limits based on the criteria established by individual government agencies. Note: Participants who have completed this training course but require warrant maintenance training should consider attending Simplified Acquisition Refresher or Advanced Simplified Acquisition Procedures. Who Takes This Course: This course is designed specifically for individuals seeking a simplified acquisition warrant or FAC-C certification maintenance training. Discuss laws governing the use of required sources and simplified acquisitions Describe the responsibilities of participants in the process Evaluate purchase requests Make source of supply decisions Acquire supplies and services from established sources or the open market Apply socioeconomic policies and procedures Administer purchase, task, and delivery orders Overview Ethical Considerations Standards of Ethical Conduct Gifts and Gratuities Organizational Conflicts of Interest Planning for Simplified Acquisitions Market Research Key Elements to be Addressed in Preparation and Review of Purchase Requests Required Sources Priorities for Use of Government Supply Sources Buying Through the General Services Administration GSA Global Supply GSA Schedules GSA Advantage! e-buy Other Established Sources Other Wholesale Sources Government Sources for Printing and Printed Items Using Open Market Sources Formal Contracting Procedures Simplified Acquisition Procedures Publicizing Contract Actions Evaluating Submissions Implementing Small Business Preference Programs Small Business Procurement Goals Considerations When Utilizing Small Business Programs Small Business Set-Asides for Simplified Acquisitions Simplified Acquisition Ordering Methods Governmentwide Commercial Purchase Cards (GSA SmartPay 2 Program) Blanket Purchase Agreement SF 1449, Solicitation/Contract/Order for Commercial Items Purchase Order Indefinite Delivery Contracts Additional Considerations Based on What is Being Bought Service Contracting Acquiring Supplies Sustainable Acquisition Administration and Follow-Up Follow-up Procedures for Ensuring Timeliness and Adequacy of Delivery or Performance Modification, Cancellation, and Termination Payment and Closeout Course days $1,149 Apr 2-6, Chicago, IL Jun 25-29, Jul 17-21, Feb 26-Mar 2, Oklahoma City, OK Jul 24-28, Phoenix, AZ Apr 9-13, Seattle, WA Apr 30-May 4, Sep 18-22, Oct 30-Nov 3, Dec 11-15, Jul 10-14, Aug 7-11, Oct 16-20, Jan 8-12, Jan 29-Feb 2, Mar 19-23, Apr 16-20, May 7-11, Jun 18-22, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 Simplified Acquisition Refresher Advanced Simplified Acquisition Procedures ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Purchasing or Business Administration. COURSE FORMAT: Lecture, discussion, exercises, and independent readings 42 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

24 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Contract Administration Cost and Price Analysis This training course covers critical duties performed by contracting personnel during the contract administration phase of the acquisition process, including contracts for commercial items and those using simplified acquisition procedures. Who Takes This Course: This course is designed for individuals seeking to further their knowledge related to the administration of Federal contracts. CORs will find this course to be especially beneficial and will enable them to fulfill their continuous learning requirements for certification maintenance. Plan for contract administration Conduct a postaward orientation Make decisions regarding a contractor s use of subcontracts Monitor contractor performance and resolve problems Identify and address delays in performance Modify contracts and exercise options Select and pursue a formal contract remedy and recognize fraud Identify and resolve contract disputes Describe contract claims procedures Terminate contracts for convenience, cause, or default Identify the methods to finance commercial and noncommercial item contracts Close out contracts Contract Administration Planning Determine the Level of Contract Surveillance Delegating Contract Administration Functions Develop a Contract Administration Plan Notify the Contractor of COR Delegation Postaward Orientation Determine if Postaward Orientation is Necessary Select the Appropriate Type of Postaward Orientation Plan the Orientation Conduct the Orientation Prepare and Distribute the Postaward Orientation Conference Report Participate in Postaward Subcontractor Conferences Subcontract Administration Consent to Subcontract and Advance Notification Contractor Purchasing System Reviews Make-or-Buy Programs Small Business Subcontracting Plans Privity of Contract Performance Monitoring/Quality Assurance Responsibilities of the Parties Monitor Actions of CORs and Other Support Personnel Responding to Contractor Requests Categories of Quality Requirements Delays In Performance Determine Whether to Stop Work Develop the Government s Position Resolve Contractor Performance Problems Informally Contract Modifications, Adjustments, Options, and Orders Modifications Task and Delivery Orders and Basic Ordering Agreements Formal Remedies Cure or Show Cause Notices Liquidated Damages Nonconforming Supplies or Services Warranties Disputes, Claims, and Terminations Alternative Dispute Resolution Claims Procedures for Claims Termination Administering Miscellaneous Terms and Conditions Financial Matters Invoices Assignment of Claims Administering Securities Administering Financing Terms Contract Closeout Course days $1,149 Jan 8-12, Las Vegas, NV Mar 26-30, San Diego, CA Jul 10-14, Seattle, WA Jun 4-8, Sep 25-29, Mar 12-16, Jul 31-Aug 4, Dec 4-8, Jun 11-15, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 SUGGESTED Introduction to Federal Contracting Contracting Officer s Representative Course Changes Under Government Contracts Federal Contract Law Performance-Based Service Acquisition Administration of Cost-Reimbursement Contracts Contract Claims ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the upper-division baccalaureate degree category, 2 semester hours in Contract Administration, Acquisition Management, Purchasing, Public Administration, or Business Administration. COURSE FORMAT: Lecture, discussion, exercises, and independent readings In this training course, participants will learn to perform price analysis and cost analysis to determine price reasonableness in accordance with the Federal Acquisition Regulation (FAR). Participants should have a good understanding of the Federal contracting process prior to taking this course. Note: We recommend this course as an elective under the FAC-C Level I training requirements. Who Takes This Course: This course is designed for personnel involved in establishing or modifying the price or cost of a government contract. Determine if pricing is fair and reasonable Suggest modifications to price or cost to assure reasonableness Contract Pricing An Overview Identifying the Government s Pricing Objective Identifying Government Approaches to Contract Pricing Identifying Potential Participants in the Price Analysis Conducting Market Research for Price Analysis Reviewing the Independent Government Estimate Reviewing Acquisition Histories Research Market Data Using Market Research to Estimate Probable Price Obtaining Offeror Information for Analysis Requiring Data Other Than Certified Cost or Pricing Data Requiring Certified Cost or Pricing Data Applying Price-Related Factors Applying Assumed Administrative Cost Factors Applying the Buy American Statute Criteria Applying Government-Furnished Property Factors Applying Transportation Cost Factors Lease vs. Purchase Comparing Prices Making Comparisons Types of Comparisons Calculating the Should-Pay Price Price Index Numbers Trend Analysis Price-Volume Analysis Cost Estimating Relationships Introduction to Cost Analysis Cost Cost Analysis Contract Cost Principles General Cost Principles on Allowability Specific Cost Principles Preparing for Cost Analysis Collecting and Reviewing Available Data Requesting and Analyzing Technical Support Requesting and Analyzing Audit Support Direct Labor Costs Analyze Direct Labor Mix Analyze Labor Hour Estimates Analyze Wage Rate Direct Material Costs Proposed Direct Material Mix Cost Estimates Detailed Cost Estimates Indirect Costs Importance and Composition of Indirect Costs Indirect Cost Rates The Indirect Cost Allocation Cycle Profit or Fee Identifying the Factors Affecting Profit/Fee Analysis Developing an Objective Using the DoD Weighted Guidelines Developing an Objective Using the Department of Transportation Structured Approach Preparing for Negotiation Trade-Off Analysis Contract Type and Prenegotiation Objectives Documentation Course days $1,149 Sep 11-15, Apr 23-27, Nov 27-Dec 1, Jul 17-21, Feb 26-Mar 2, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 Source Selection Best Value Source Selection Using Tradeoffs REQUIRED MATERIALS: Participants must bring a calculator to class COURSE FORMAT: Lecture, discussion, and directed readings 44 Printed content subject to change. 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25 ACQUISITION AND CONTRACTING ACQUISITION AND CONTRACTING Performance-Based Service Acquisition Managing Contracting Organizations The Federal Acquisition Regulation and agency policies encourage organizations involved in acquiring services to employ performance-based acquisition methods unless it is not appropriate for the given acquisition. This course embodies the Seven Steps to Performance-Based Services Acquisition. Who Takes This Course: This course is designed for contracting personnel who work with program officials to plan, award, and administer performance-based service contracts. Discuss the unique aspects of service acquisition Analyze requirements with respect to the ability to contract based on performance Determine if the requirements document is performance-based Select the method of contracting and source selection process in a performance-based environment Prepare a Quality Assurance Surveillance Plan (QASP) Administer a performance-based service contract Introduction to Performance-Based Service Acquisition Review of Service Contracting What is Performance-Based Service Acquisition? Key Performance-Based Service Acquisition Terms Exercises Planning for Performance-Based Service Acquisition Objectives of Acquisition Planning The Acquisition Team Market Research Relationship Of Acquisition To Mission And Performance Objectives Importance Of Acquisition Planning Developing the Acquisition Plan Defining the Need How a Need May Arise Job Analysis Benchmarking Exercise Preparing the Performance Work Statement Preparing a Requirements Document PWS Considerations Choosing A PWS Format Language of Performance Work Statements Reviewing the Performance Work Statement Exercises Another Approach Statement of Objectives When to Use a Statement of Objectives Format of a SOO Due Diligence Exercise Quality Assurance Surveillance Plan Selecting the Method(s) of Surveillance Identifying Sources of Surveillance Information Establishing Schedules, Checklists, and Reports QASP Content Considerations in QASP Development Exercise Finalizing the Source Selection Strategy Determining Best Value Methods of Contracting Selecting Evaluation Factors Stating the Evaluation Factors in the Solicitation Scoring Plans Preparing Proposal Instructions Exercise Contract Formation The Solicitation Evaluating Offers Oral Presentations Organizational Conflicts of Interest Contract Documentation Exercises Contract Administration Contract Administration Personnel QASP Preparation or Review Postaward Orientation Contract Monitoring Measuring and Reporting Contractor Performance Compliance with Service Contract Labor Standards Statute Requirements Exercises Course days $1,149 Jul 17-21, Feb 5-9, Jul 24-28, Phoenix, AZ Nov 27-Dec 1, San Diego, CA May 14-18, Seattle, WA Aug 14-18, Dec 4-8, Mar 5-9, Sep 11-15, Oct 23-27, Jan 22-26, Apr 23-27, Jun 25-29, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 SUGGESTED Introduction to Federal Contracting Contract Administration CON 127: Contract Management Writing Performance Work Statements Advanced COR Workshop Statement of Work (SOW) Workshop ACE CREDIT RECOMMENDATIONS: December 2013 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Purchasing Management or Business Administration. COURSE FORMAT: Lecture, discussion, exercises, and independent readings This workshop provides contracting managers with the skills needed to successfully manage their responsibilities in a contracting organization. Through self-assessments, case studies, individual and group activities, and action planning, participants identify ways to improve their personal managerial effectiveness. The workshop concludes with a capstone Personal Management Plan in which participants identify the primary goals they want to accomplish relating to the core responsibilities of the contracting manager. Who Takes This Course: This course is designed for managers of contracting organizations at the GS Series, grades 11 through 15 that are or are about to be assigned management responsibilities over a contracting organization. Outline the key skills and responsibilities expected of the contracting manager Explain effective strategies for leveraging leadership and management skills and techniques in the management of contracting organizations Determine the key aspects of performance management that support the development and retention of acquisition workforce talent Select appropriate leadership and interpersonal techniques to manage the development and retention of acquisition workforce talent Assess effective leadership and interpersonal techniques to manage cross-functional contracting teams Apply technical contracting knowledge and leadership skills to optimize acquisition outcomes Develop a Management Plan that directly addresses professional and organizational needs Managing Contracting Organizations Key Skills and Competencies of the Contracting Professional Contracting Manager Tasks and Responsibilities Contracting Manager Competencies Module Summary Leverage Leadership and Management Skills Relationship Between Leadership and Management Exceptional Leadership Focus Areas for Leadership and Management Focus Area: Self-Management Focus Area: Organizational Awareness Focus Area: Problem Solving and Decision Making Creating an Impact as a Leader Module Summary and Action Plan Develop and Retain Contracting Workforce Talent Overview of Performance Management The Value of Performance Planning Elements of Practical Performance Planning Performance Planning Metrics Performance Appraisals Diagnosing Performance Challenges Providing Effective Feedback Assessing Development Needs and Identifying Career Goals Individual Development Plans Supporting Employee Engagement Module Summary and Action Plan Support Cross-Functional Contracting Teams Focus Area: Working in Teams Leading Cross-Functional Teams Building and Sustaining Team Trust Communicating with Your Team Focus Area: Building Relationships Customer Service Skills Cross-Functional Team Collaboration Influencing Strategies Module Summary and Action Plan Optimize Acquisition Outcomes Key Acquisition Outcomes How to Optimize Key Acquisition Outcomes Using Data in Contract Management Making Data-Driven Decisions Getting a Seat at the Table Creativity and Innovation in Contracting Module Summary and Action Plan Capstone Management Plan Part 1: Gather Your Action Plans Part 2: Create Your Management Plan Course days $1,149 Jun 18-22, Apr 30-May 4, Sep 18-22, Nov 27-Dec 1, Mar 12-16, NASBA CPE CREDITS: 40 CEU CREDITS: 3.2 CLP CREDITS: 40 Engaging Leadership Critical Thinking for Problem Solving Decision Making Resolving Conflict Project Management Principles Analytics Boot Camp Internal Controls: Meeting Federal Requirements for Accountability COURSE FORMAT: Individual and group activities, self-assessments, case studies, role plays, and action planning 46 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

26 We ll help you navigate your journey with our DAU-equivalent courses. Follow the Training Course Guide for suggested courses to help you maintain your certification as well as meet your continuous learning requirements making you an effective business advisor on your acquisition team. Visit to see the entire list of courses available to satisfy FAC-C and DAWIA Certification training requirements, course schedules, and registration information. TRAINING COURSE GUIDE Develop a stronger understanding of your role and responsibilities in the acquisition process by following the Training Course Guide that meets your needs as a COR. Whether you are starting at Level I or you re in the middle of Level III, our COR training courses will help you reach your objectives. Navigate through the journey to reach your certification and professional goals while you unlock talents to advance your skills throughout every point in your career. *Visit to see the entire list of required FAC-COR and DoD-COR courses by level, as well as course schedules and registration information. TRAINING COURSE GUIDE Journey to Success for Contracting Professionals Journey to Success for COR Professionals START Ethics in Federal Contracting Simplified Acquisition Procedures 1 YEAR OF EXPERIENCE + 80 CLPs EVERY 2 YEARS Acquisition of Commercial Items Changes Under Government Contracts LEVEL I START 8 CLPs EVERY 2 YEARS Ethics in Federal Contracting Statement of Work Workshop Leadership & Management Skills for Non-Managers Critical Thinking for Problem Solving Business Writing Grammar Refresher Business Writing Leadership & Management Skills for Non-Managers Interpersonal Skills: Developing Effective Relationships Influencing Skills Leadership Skills & Techniques 2 YEARS OF EXPERIENCE + 80 CLPs EVERY 2 YEARS LEVEL II Performance- Based Service Acquisition Changes Under Government Contracts Task & Delivery Order Contracting Evaluating a Contractor s Performance Writing Performance Work Statements Information Technology (IT) Acquisition Performance-Based Service Acquisition Introduction to Agile Acquisition Project Management Essentials for Non-Project Managers START 1 YEAR OF EXPERIENCE + 40 CLPs EVERY 2 YEARS Leadership Skills & Techniques Critical Thinking for Problem Solving ACQ 265: Mission-Focused Services Acquisition ACQ 370: Acquisition Law 4 YEARS OF EXPERIENCE + 80 CLPs EVERY 2 YEARS CON 244: Construction Contracting Strategic Sourcing Workshop LEVEL III COR Refresher ACQ 370: Acquisition Law ACQ 265: Mission- Focused Services Acquisition Managing IT Projects: FAC-P/PM IT Core Plus Management Competencies KEY Advanced Leadership Skills & Techniques From Tactical to Strategic Thinking HR Essentials for Government Supervisors Managing Stakeholder Expectations & Relationships START 2 YEARS OF EXPERIENCE + 40 CLPs EVERY 2 YEARS Advanced Leadership Skills & Techniques Supervising Employee Performance HR Essentials for Government Supervisors FAC-C OR DAWIA CERTIFICATION LEVEL I COURSES* ACQUISITION PROFESSIONAL GROWTH COURSES LEVEL II COURSES* LEVEL III COURSES* PROFESSIONAL GROWTH COURSES KEY COR PROFESSIONAL CERTIFICATION COR COURSE LEVEL 1* COR COURSE COR COURSE + 20 HRs Elective Courses *Visit for the full list of FAC-C and DAWIA Certification courses required by level. ACQUISITION PROFESSIONAL GROWTH COURSES PROFESSIONAL GROWTH COURSES 48 49

27 The course offers real-world examples and case studies that were applicable to my job. This made it so much easier to understand how all the various scenarios come together. AN Participant Feedback: Analytics Boot Camp (Page 52) Analytics Leaders and decision-makers embrace professionals who bring analytical skills to their organization. Data analysis enables organizations to transform information into actionable insights that lead to mission success. Our courses provide the knowledge and skills you need to analyze data, derive conclusion, and provide data-driven recommendations to enable strategic decision making within your organization. SHARPEN YOUR ANALYTICS SKILLS Get equipped with the most sought-after skillsets in the Federal Government with these two critical courses: Analytics Boot Camp (Page 52) Data Visualization (Page 53) NEW

28 ANALYTICS ANALYTICS Analytics Boot Camp This course covers the in-depth knowledge and skills necessary for data analysis for to gain strategic business insights. The course provides a foundation or refresher in analytics, including opportunities to practice data preparation, integration, statistical analysis, and presentation techniques using Microsoft Excel. With an eye to emerging applications for problem-solving, the course incorporates data management principles and real-world analysis scenarios so participants can practice using software to collaborate and perform the most relevant analyses. Who Takes This Course: This course is designed for professionals who seek formal training or a refresher course in foundational skills for data analytics. Explain the importance of data analysis and how to use Excel to analyze data for effective decisionmaking Use pivot tables to summarize data to quickly gain a better understanding of it Use data retention and integration functions to effectively manage your data Use text manipulation functions to turn raw data into usable data Visualize data through analysis software Identify real-world applications for statistical data analysis Use the data analysis features of Excel to assist in complex problem-solving Introduction to Data Analysis The Importance of Data Analysis Using Excel for Data Analysis Ranges, Anchoring, and Data Tables Range References Anchoring References Named Ranges Data Tables Sorting and Filtering Sorting Data Filtering Data PivotTables Overview of the PivotTable Tool Creating a PivotTable Report Importing Data for Analysis Importing Text Files for Analysis Importing Data from a Database Refreshing the Data Analytics Human Capital & Human Resources Data Retention and Integration Curating and Retaining Data Sets Data Integration Linking Data Between Sets Data Integration Functions Text Manipulation Overview of Text Manipulation Functions Using Text Manipulation Functions Charting Data Levels of Measurement Introduction to Charting Data Formatting Charts Chart Types and Applications Introduction to Statistics Statistics Overview Descriptive Statistics Measures Central Tendency Measures of Variation Analysis ToolPak Descriptive Statistics Probability Probability in Practice Counting Outcomes Probability Distributions Binomial Distribution Normal Distribution Statistical Sampling and Confidence Intervals Overview of Statistical Sampling Methods of Statistical Sampling Statistical Error and Sample Size Sampling Distribution of the Mean Confidence Intervals Correlation and Regression Correlation Analysis and Applications Linear Regression Analysis and Applications Course Capstone Capstone Exercise Course days $1,689 Albuquerque, NM Jun 11-15, Oct 16-20, Jun 18-22, Dallas, TX Apr 2-6, Aug 7-11, San Diego, CA Mar 5-9, Jul 10-14, Sep 25-29, Jan 8-12, Jul 24-28, Jul 31-Aug 4, Aug 14-18, Sep 11-15, Sep 18-22, Oct 23-27, Oct 30-Nov 3, NASBA CPE CREDITS: 40 Field of Study: Statistics CEU CREDITS: 3.2 CLP CREDITS: 40 Data Collection Techniques Data Analysis and Modeling Techniques Evaluating and Presenting Analysis Results Analytics Capstone Data Visualization COURSE FORMAT: Facilitator presentations and demonstrations, facilitated discussions, practical hands-on exercises (performed individually and in groups), a video presentation, and a capstone activity Data Visualization Learn the basics of the visual perception of data, how to select the most important elements within your data, and which chart types best convey those critical insights. In addition to best practices for creating visuals that aid in problem-solving, identify how to use visuals in dashboards, reports, and presentations to enable data-driven analysis and decision-making within your organization. The course includes a capstone experience which provides the opportunity to practice creating effective visuals that enable informed, datadriven decisions. Who Takes This Course: This course is an entry-level course for those who are interested in or work with data sets for visual presentation. Describe the importance of data visualization for business intelligence and decision-making Identify purposes and uses of data visualization for the organization Analyze effective design practices for data visualization Compare and contrast performance measurement data using effective data visuals Use data visuals to convey distribution, and relationships Construct effective data visuals to solve workplace problems Introduction to Data Visualization Benefits of Data Visualization Designing Effective Data Visuals Processing Visual Information Best Practices for Data Visualization Design Analyzing Trends and Patterns Showing Distributions Uncovering Relationships Data Visualization Applications Data Visualization for Analysis and Decision-Making Meeting Organizational Objectives Making Performance Comparisons Displaying Basic Comparisons Showing Deviation Conveying Time Series Time Series Analysis Problem-Solving with Data Visualization Data Visualization and the Analytics Process Using Data Visualization to Address Workplace Problems Analytics Course days $829 New York, NY Sep 7-8, Aug 24-25, Oct 19-20, Dec 18-19, Feb 12-13, Apr 9-10, Jun 28-29, Field of Study: Statistics Introduction to Analytics Analytics Boot Camp Briefing and Presentation Skills Communicating Strategically Critical Thinking for Problem Solving COURSE FORMAT: Lecture, facilitated discussion, hands-on practical exercises, scenario-based analysis and problem resolution, systems-based application using Microsoft Excel MANAGEMENT CONCEPTS ANALYTICS CERTIFICATE PROGRAM Data analytics is a skillset in high demand across the Federal Government. We re here to help you supply that demand. Complete the program and walk away with: More efficient data preparation skills Techniques to analyze data efficiently Stronger technical and conceptual analytical skills needed to make strategic data-driven decisions ENROLL IN THE Analytics Certificate Program 52 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

29 ANALYTICS ANALYTICS Introduction to Analytics Learn to enable data-driven decisions that solve problems in your organization. This course introduces a process to conduct analysis projects and use basic analysis tools, focusing on Excel. Using a real-world simulation, the course provides an opportunity to execute an analysis project from start to finish and learn how organizational objectives and program goals shape the process. This hands-on approach to an overview of analytics cultivates new skills immediately. Who Takes This Course: This course is designed for individuals who need to develop a foundational understanding of how to use data analysis to solve problems in their organization. Identify each phase of the Analytics Process Model and its purpose Translate an organizational problem into an accomplishable analysis project Write a problem statement Begin formulating a study plan Develop and administer a brief survey Develop interview questions and conduct short interviews Analyze data using descriptive statistics (e.g., mean, median, mode, range, variance, standard deviation, and frequencies) Develop an outline for an executive summary in an analytical report Give a short briefing to present analysis results Analytics: Solving Organizational Issues What Is Analytics? Simulation: The Beer Game Defining Effective Objectives for Analysis Defining Organizational Objectives Developing a Hypothesis Creating Analytical Objectives Stakeholder Analysis Basic Quantitative Analysis Techniques Levels of Measurement What Is Central Tendency? What Is Variation? Descriptive Statistics and Excel s Data Analysis ToolPak Visual Analysis Techniques Data Visualization Preparing Chart Data Creating Graphs in Excel Best Practices for Formatting Charts in Excel Data Collection Primary and Secondary Data Primary Data: Surveys Primary Data: Interviews Presenting Your Results Presentation Goals Organizing the Presentation Assessing Your Audience Crafting the Message of the Presentation Course days $1,029 Mar 5-7, Nov 6-8, Jan 31-Feb 2, Jun 18-20, Field of Study: Specialized Knowledge & Applications Analytics Boot Camp Data Analysis and Modeling Techniques Data Collection Techniques Evaluating and Presenting Analysis Results COURSE FORMAT: Facilitator presentations, facilitated discussions, practical hands-on exercises (performed individually and in small and large groups), case study, computer applications, and application-planning Move Over. Let the Data Drive. Transform information into data-driven decisions in your organization. COMING SOON Data Visualization Course 4606 BRING YOUR DATA TO LIFE! The eye perceives graphics 60,000 times faster than text. Learn to deliver your analysis using the appropriate charts, graphs, and labels for your audience. See page 53 for course details. Data-Driven Decision Making Course 4604 After completing Data Visualization, take your analytics skills even further! Learn to: Evaluate decisions when facing risk or uncertainty Data Collection Techniques Collecting clean data for analysis, particularly in the context of your organization s data management, is often the most difficult step. This course provides best practices to combat common obstacles in data collection. It includes strategies for identifying the best types of data to address your needs, methods for collecting primary and secondary data, and diverse research methods. It also provides the opportunity to apply these techniques in a realworld simulation. It includes the opportunity to apply techniques to a real-world simulation. Who Takes This Course: This course is designed for individuals who need to become skilled at gathering data for use in analysis projects. Identify needs before collecting data Select appropriate means of data collection Design a viable, cost-effective data collection plan Determine appropriate sample size Use secondary data to support studies and analyses Improve online data research methodologies Design high-quality surveys Obtain relevant, useful information through professional interviews and observations The Analytics Process Model Understand the Organization and Define the Problem Research Designs and Data Collection Methods Planning the Data Collection Project Sampling Exploratory Research: Secondary Data Exploratory Research: Interviews Descriptive Research: Surveys Exploratory Data Analysis Preparing the Data Course days $1,609 Nov 13-16, Houston, TX Aug 7-10, Jul 10-13, Aug 28-31, Dec 11-14, Feb 20-23, May 14-17, NASBA CPE CREDITS: 32 Field of Study: Statistics CEU CREDITS: 2.5 CLP CREDITS: 32 SUGGESTED Analytics Boot Camp Analytics Capstone Data Analysis and Modeling Techniques Evaluating and Presenting Analysis Results Increase your business acumen to make sound decisions Clearly articulate data-driven recommendations Analytics COURSE FORMAT: Facilitator presentations, facilitated discussions, practical hands-on exercises (performed individually and in small and large groups), computer applications, and application-planning 54 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

30 ANALYTICS Data Analysis and Modeling Techniques Evaluating and Presenting Analysis Results Organizations seek professionals with strong analytical skills to make sound, data-driven decisions. Use the Training Course Guide below to start mapping your path to cultivating sought-after data analytics expertise. Begin with Introduction to Analytics and continue based on your personal career goals. TRAINING COURSE GUIDE It is necessary to ensure data analysis results are applicable and relevant for your organization s toughest questions by selecting relevant analysis models and techniques. This course provides the tools you need to frame problems, the analytical techniques to generate and test hypotheses, and the skills to interpret the results into meaningful insights. The course includes a foundation in statistical techniques and process controls, applied in a real-world problemsolving simulation. Who Takes This Course: This course is designed for professionals who need to interpret data to aid in organizational decision-making and problem-solving. Hone your ability to capture the value of your analysis and ensure decisionmakers understand your results and their implications. This course focuses on assessing your whether the results of your analysis meet program or organizational needs and objectives. It includes exercises where you will learn and apply the best methods for presenting your analysis results in written and oral presentations and communicate recommendations for your audience. Who Takes This Course: This course in designed for individuals who need to learn how to communicate analysis results effectively and recommend solutions based on analysis results. Visit to learn more about Analytics courses, schedules, and registration information. Journey to Success for Analytics Professionals Generate and test null and alternate hypotheses Select the appropriate technique for your analysis situation Evaluate how well an analysis meets organizational goals Use ANOVAs to evaluate differences between data sets Use simulation, sensitivity analysis, and other techniques to solve complex problems Explain relationships in data using regression analysis Use regression and other techniques to forecast probable events The Analytics Process Model The Problem at Prema Tech Data Definitions and Analysis Techniques Descriptive Statistics Statistical Hypothesis Generation and Testing Chi Square Test t Test Analysis of Variance (ANOVA) Correlation Regression Forecasting Simulation Sensitivity Analysis Statistical Process Control Course days $1,609 Sep 12-15, Jul 18-21, Nov 28-Dec 1, Jan 16-19, Mar 20-23, May 1-4, NASBA CPE CREDITS: 32 Field of Study: Statistics Course Level: Advanced CEU CREDITS: 2.5 CLP CREDITS: 32 Analytics Boot Camp SUGGESTED Data Collection Techniques Analytics Capstone Evaluating and Presenting Analysis Results COURSE FORMAT: Facilitator presentations, facilitated discussions, practical hands-on exercises (performed individually and in small and large groups), case study, computer applications, and application-planning Evaluate whether an analysis has met its goals Determine what next steps are necessary prior to finalizing an analysis Evaluate and select the most appropriate method to present both quantitative and qualitative results to various stakeholders Draft a reader-friendly outline for an analysis results report Write an executive summary for an analysis results reports Develop tables, graphs, and charts that convey information quickly and concisely Develop a clear message that effectively communicates the implications of your result Give a briefing or presentation to present analysis results to decisionmakers Introduction to the Communication Phase Evaluating Your Analysis Planning Your Presentation Crafting Your Message Selecting Visual Components Creating Visual Components Presenting Your Results Writing the Analysis Report Course days $1,249 Aug 2-4, Feb 26-28, Jul 5-7, Sep 6-8, Oct 11-13, Apr 18-20, May 29-31, Field of Study: Communications SUGGESTED Analytics Boot Camp Data Analysis and Modeling Techniques Data Collection Techniques Analytics Capstone COURSE FORMAT: Facilitator presentations, facilitated discussions, practical hands-on exercises (performed individually and in small and large groups), case study, computer applications, and application-planning START Introduction to Analytics Data Collection Techniques Data Visualization Data Analysis and Modeling Techniques Evaluating and Presenting Analysis Results Analytics Boot Camp Leadership and Management Skills for Non-Managers Briefing and Presentation Skills Decision Making Analytics Capstone KEY Analytics Analytics ANALYTICS COURSES PROFESSIONAL GROWTH COURSES 56 Printed content subject to change. Visit our website for the latest schedule and course information. 57

31 I now have a greater understanding of the process and the laws that govern how I carry out my duties and responsibilities as a government financial management professional. FM Participant Feedback: Appropriations Law Seminar (Page 60) Financial Management Steadily increasing scrutiny on how Federal agencies spend taxpayer money requires Federal financial management professionals to constantly refine their skills to foster accountability and transparency. Improve your ability to make informed decisions about managing government programs and implementing policies. Look to us to gain a foundational understanding of general financial management, or explore topics covering accounting, appropriations law, performance auditing, internal control, budgeting, and performance. NEW COURSE Manage Risk Through Effective Enterprise Risk Management Learn how to apply internal control methods and gain the knowledge and tools needed to build a successful Enterprise Risk Management (ERM) program for your agency

32 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT Appropriations Law Seminar Appropriations Law Refresher and Update Appropriations Law for Revolving Funds and Reimbursables REMOTE VIRTUAL REMOTE VIRTUAL This course supports the correct usage of Federally appropriated funds to ensure compliance with relevant laws and regulations. Specifically, this course enables participants to determine the availability of appropriations as to purpose, time, and amount. Participants will learn to avoid Antideficiency Act violations, which can, in many cases, lead to negative audit and congressional reports. Who Takes This Course: This course is designed for everyone who deals with money in the Federal Government, including budget analysts, accountants, auditors, contracting officers, program managers, government purchase card holders and approving managers, and attorneys. Identify and apply the basic concepts and principles of appropriations law Determine the correct course of action when funds need to be reprogrammed or transferred or when laws are in conflict or unclear Determine the legal availability of appropriations based on purpose, applying the Purpose Law and Necessary Expense Doctrine Determine the legal availability of appropriations based on time, applying the Bona Fide Needs Rule Determine the legal availability of appropriations based on amount, avoiding violations of the Antideficiency Act (ADA) Identify what constitutes a legal obligation and its impact on appropriations law principles Describe the unique considerations for a continuing resolution Identify the terms under which accountable officials may be granted relief from financial responsibility Introduction and Legal Framework Sources of Appropriations Law Appropriations Law Terminology Congressional Process for Appropriations Research for Appropriations Law Questions Budget Authority and Other Red Book Guidance Additional Considerations Module Capstone: Case Studies for Introduction and Legal Framework Appropriations Available as to Purpose The Purpose Law Applications of Appropriations Law According to Purpose Module Capstone: Case Studies for Appropriations Available as to Purpose Appropriations Available as to Time Time Rules Severable and Nonseverable Services Contracts and Time Module Capstone: Case Studies for Appropriations Available as to Time Appropriations Available as to Amount The Antideficiency Act ADA Violation Consequences Most Prone to ADA Violations Methods to Prevent Violations Additional Laws Module Capstone: Case Studies for Appropriations Available as to Amount Other Appropriations Law Issues Contracts and Obligations Use of Interagency Reimbursable Orders Special Considerations for a Continuing Resolution Accountable Officers Module Capstone: Case Studies for Other Appropriations Law Issues Course days $1,029 *Remote Seats Available Albuquerque, NM Austin, TX Chicago, IL Columbus, OH Huntsville, AL Indianapolis, IN Las Vegas, NV Oklahoma City, OK Orlando, FL San Antonio, TX San Diego, CA San Francisco, CA Seattle, WA * Virginia Beach, VA * VIRTUAL 4 days $1,029 See our website for the latest schedule. NASBA CPE CREDITS: 32 Field of Study: Business Law CEU CREDITS: 2.5 CLP CREDITS: 32 The Antideficiency Act Appropriations Law for Revolving Funds and Reimbursables Appropriations Law Refresher and Update (2 3 years after taking Appropriations Law Seminar) DoD Fiscal Law Online Refresher Fiscal Law in DoD This course supports the correct usage of Federally appropriated funds to ensure compliance with laws and regulations by refreshing the participant s knowledge of appropriations law basics and reviewing the latest changes and developments. Using recent GAO case decisions, the course explores hot-button issues to revisit the key concepts of appropriations law and identify changes in policy and their impact. The course also helps to maintain the participant s ability to avoid Antideficiency Act violations. Who Takes This Course: This course is designed for everyone who attended the Appropriations Law Seminar more than three years ago. Identify the legal framework supporting the legal use of funds in the Federal Government Determine the legal availability of funds related to purpose based on long-standing and recent guidance, and Federal case studies Determine the legal availability of funds related to time based on long-standing and recent guidance, and Federal case studies Determine the legal availability of funds related to amount based on long-standing and recent guidance, and Federal case studies Determine the legal applications of other appropriations law topics based on long-standing and recent guidance, and Federal case studies Introduction and Legal Framework Purpose Law: Factors, Requirements, and Guidance Legal Availability of Funds as to Time Amount and Antideficiency Act Violations Obligation, Continuing Resolutions, and Accountable Officers Course days $689 *Remote Seats Available Jun 18-19, Jun 7-8, May 7-8, *Jul 20-21, *Sep 14-15, *Nov 20-21, *Mar 8-9, *Jun 11-12, VIRTUAL 2 days $689 See our website for the latest schedule. Field of Study: Business Law Course Level: Update Appropriations Law Seminar COURSE FORMAT: Lecture, group discussion, case studies, and exam This course supports compliance with the legal requirements for government business transactions, including interagency transactions such as reimbursables and revolving funds, as well as other government business-like activities, such as user charges. The course covers the requirements of Chapter 12 from Volume 3 of the GAO Principles of Federal Appropriations Law (the Red Book) and OMB Circular A-25, User Charges. Who Takes This Course: This course is designed for anyone familiar with the basic tenets of appropriations law who deals with interagency transactions (reimbursables and revolving funds) and other government businesslike activities (user charges). Apply the three tests that determine the legal availability of appropriated funds Describe the Economy Act and its requirements for interagency transaction payments and costs Differentiate between services which may and may not be performed as interagency transactions Describe and apply the account adjustment statute Discuss the characteristics of revolving funds Account for augmentation, impairment, and property depreciation issues for revolving funds Describe and apply intragovernmental business rules and assisted acquisition policies and procedures Determine the legality of and method for charging a user fee Discuss the characteristics of a NAFI Appropriations Law Review Interagency Transactions Revolving Funds User Charges Nonappropriated Fund Instrumentalities (NAFIs) Course days $689 Aug 16-17, Nov 16-17, Mar 5-6, Jun 4-5, Field of Study: Business Law SUGGESTED Accounting for Revolving Funds and Reimbursables Appropriations Law Seminar COURSE FORMAT: Lecture, group discussion, case studies, and exam COURSE FORMAT: Lecture, group discussion, case studies, and exam 60 Printed content subject to change. 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33 F INA N C I A L MANAGE ME NT The Antideficiency Act REMOTE VIRTUAL Fiscal Law in DoD This course provides participants with an overview of the provisions of the Antideficiency Act (ADA). Employees will understand legal provisions regarding the acceptance of gifts, travel benefits, and other illegal augmentations to an appropriation. Who Takes This Course: This course is designed for anyone who deals with funding authority in the Federal Government or military, including disbursing officers, certifying officers, accountable officers, auditors, budget analysts, accountants, contracting officers, program managers, and attorneys. Describe the appropriations process and terms surrounding ADA violations Describe ADA violations and reporting Apply principles in appropriation of outside sources Understand investigation requirements for ADA violations Overview of the Antideficiency Act (ADA) Appropriations Investigating and Reporting Violations Augmentation Course days $689 *Remote Seats Available May 31-Jun 1, *Aug 14-15, *Oct 19-20, *Mar 12-13, Jun 14-15, VIRTUAL 2 days $689 See our website for the latest schedule. Field of Study: Business Law GAGAS CPE CREDITS: 16 SUGGESTED Appropriations Law Seminar Budget Formulation Budget Execution Internal Controls: Meeting Federal Requirements for Accountability COURSE FORMAT: Lecture, group discussion, class exercises, case studies, and exam 62 This course supports the correct usage of Federally appropriated funds within the DoD to ensure compliance with relevant laws and regulations. Specifically, this course enables participants to determine the availability of appropriations as to purpose, time, and amount. Participants will also learn how to avoid Antideficiency Act violations, which can, in many cases, lead to negative audit and congressional reports. Who Takes This Course: This course is designed for budget analysts, auditors, contracting officers, program managers, and all departmental accountable officials working for or with DoD who need to know the exceptions and constraints that apply to DoD only. Identify exceptions, flexibilities, and constraints faced by DoD with regard to the legal availability of appropriated funds Apply the appropriation funding principles to specific appropriations Apply DoD funding principles and obligation rules Apply funding principles and obligations rules to DoD Antideficiency Act (ADA) cases Describe what constitutes a legal obligation Understand the terms under which accountable individuals may be granted relief from financial responsibility Chart Booklet Method Building Background Legal Framework for Fiscal Law Determining Legal Availability for Proper Purpose Using the Correct Appropriation Legal Availability of Appropriations as to Time Funding Policy Obligation of Funds in DoD Military Construction Liability and Relief for DoD Accountable Individuals Fiscal Law Research Tools One Resource. One RED Book. Course days $689 Aug 17-18, Feb 5-6, Apr 5-6, Our suite of courses covers the ENTIRE Red Book! Field of Study: Business Law SUGGESTED Appropriations Law Seminar Appropriations Law Refresher and Update PPBE Workshop: Defense Planning, Programming, Budgeting and Execution The Antideficiency Act COURSE FORMAT: Lecture, group discussion, case studies, and exam Case Book Discussion Cases Purpose Cases Time Cases Obligation/Reimbursable Cases MILCON Cases Accountable Individuals No matter what your role in the acquisition process gain the knowledge you need to appropriate funds and remain compliant. The Antideficiency Act* l Course 5127 Appropriations Law for Contracting Professionals l Course 1051 NEW Appropriations Law for Federal Grants l Course 2045 NEW Appropriations Law for Revolving Funds and Reimbursables l Course 5147 Appropriations Law Refresher and Update* l Course 5157 Appropriations Law Seminar* l Course 5111 DoD Fiscal Online Refresher l Course 5913 Federal Assistance Law l Course 2046 Fiscal Law in DoD l Course 5511 *Skip the commute! Train from your home or office with these Virtual courses. Printed content subject to change. Visit our website for the latest schedule and course information. 63

34 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT Internal Control: Meeting Federal Requirements for Accountability REMOTE VIRTUAL Overview of Internal Control Guidance REMOTE Internal Control Over Financial Reporting This course helps participants build the skills needed to ensure agency compliance with requirements under the relevant laws and regulations, including the Federal Managers Financial Integrity Act (or Integrity Act), GAO Standards of Internal Control, and OMB Circular A-123. Additionally, participants will develop a strong foundation in how to build and assess controls. Who Takes This Course: This course is designed for program and project managers, supervisors, and staff in all disciplines and at all levels, including internal review staff. It is essential for unit managers and anyone involved in the annual assessment of internal controls required by the Integrity Act. Describe the need for agency internal control Use the Government Accountability Office s (GAO) Internal Control Standards to create an effective internal control system List the governing authorities that apply to internal control and how they apply to the overall internal control process Describe risk in the Federal Government Use Enterprise Risk Management (ERM) guidelines to identify the impact of risk on strategic goals Explain how internal controls are tested in an Internal Control Review (ICR) Explain requirements and steps for developing and tracking a Corrective Action Plan (CAP) Identify and report internal control deficiencies Prepare an outline that includes a key control area or risk, control objective statement, flowchart, and test control plan Understanding Internal Control What Is Internal Control? Why Internal Controls Are Important The Fundamental Components of Internal Controls Internal Controls and Management Module Capstone: Explaining the Need for Internal Controls GAO s Internal Control Standards The GAO Standards Applying the GAO Standards Using GAO Guidance Legal Requirements and the Internal Control Process Internal Control Mandates The Internal Control Requirements of the Integrity Act Guidance for Federal Managers How Internal Control Is Assessed Risk in the Federal Government Understanding Risk The Three Major Types of Risk The Relationship between Risk and Internal Control The Risk Management Process Enterprise Risk Management Understanding Enterprise Risk Management (ERM) Main Elements of an Enterprise Risk Management Program The Internal Control Review (ICR) Understanding Internal Control Reviews The Major Steps in an ICR Corrective Action Plans Take Corrective Actions Track Internal Control and Corrective Action Plans Internal Control Reporting: Legal, Regulatory, and Agency Requirements Prepare Reports on Results Course Capstone: Addressing Your Workplace Control Area or Risk Capstone Exercise: Addressing Your Workplace Control Area or Risk Course days $1,029 *Remote Seats Available Austin, TX May 21-24, Chicago, IL May 14-17, Jul 10-13, Huntsville, AL Jun 18-21, Las Vegas, NV Mar 19-22, *Oct 16-19, Jun 11-14, *Jul 10-13, *Jul 31-Aug 3, Sep 11-14, *Nov 28-Dec 1, *Jan 16-19, Feb 5-8, *Apr 3-6, Apr 23-26, *Jun 4-7, VIRTUAL 4 days $1,029 See our website for the latest schedule. NASBA CPE CREDITS: 32 Field of Study: Auditing CEU CREDITS: 2.5 CLP CREDITS: 32 Auditing Fundamentals in the Federal Environment Internal Control Over Financial Reporting The Antideficiency Act COURSE FORMAT: Individual, small-group, and large-group exercises; lecture, discussion, and case study This course supports an organization s ability to effectively control financial resources; meet legal and regulatory obligations; and minimize the risk of fraud, waste, and abuse. Participants are provided with an overview of what is needed to support an organization s compliance with requirements under the relevant laws and regulations, including the Federal Managers Financial Integrity Act (or Integrity Act), GAO s Standards of Internal Control, and OMB Circular A-123. Who Takes This Course: This course is designed for anyone who wants to gain a general understanding of internal control. Describe the need for agency internal controls Discuss what is necessary to remain in compliance with GAO standards and all relevant laws and regulations List the governing authorities that apply to internal controls and how they apply to the overall internal control process Discuss risk in the Federal Government and the roles of risk assessment and risk management Explain how internal controls are tested in an internal control review Explain requirements and steps for developing and tracking a corrective action plan Identify and report internal control deficiencies Understanding Internal Controls GAO s Internal Control Standards Legal Requirements and the Internal Control Process Risk Assessment Conducting an Internal Control Review Corrective Action Plans Internal Controls Reporting: Legal, Regulatory, and Agency Requirements Course day $449 *Remote Seats Available Albuquerque, NM Jul 14, Jan 26, Mar 2, Oklahoma City, OK Oct 6, San Francisco, CA Apr 13, *Aug 3, Oct 16, *Feb 2, *Apr 13, Apr 18, Jun 15, Jun 29, NASBA CPE CREDITS: 8 Field of Study: Auditing Course Level: Overview CEU CREDITS: 0.6 CLP CREDITS: 8 Auditing Fundamentals in the Federal Environment Internal Control Over Financial Reporting The Antideficiency Act COURSE FORMAT: Lecture, group discussion, class exercises, and exam This course supports compliance with the laws and regulations that are designed to ensure the reliability and accountability of financial information contained in the financial statements and reports through the implementation of an internal control program. Effective internal control is the first line of defense against waste, fraud, abuse, and mismanagement, and helps to ensure an entity s mission is achieved in the most effective and efficient manner. Who Takes This Course: This course is designed for anyone from the Office of the Chief Financial Officer (ICOFR) and other supporting offices who participate in the assessment of ICOFR and are looking to better understand their role and responsibilities. Understand and apply a structured and systematic approach to ICOFR Define and explain the relevant terminology, concepts, and requirements Identify the roles and responsibilities of the participants in the ICOFR process Explain relationships between the key programmatic and financial stakeholders Implement an ICOFR program Prepare a documented and supported Statement of Assurance on ICOFR Internal Control Legislative Requirements Roles of the Government Accountability Office (GAO) Roles and Responsibilities of the Office of Management and Budget (OMB) Planning the Assessment Evaluating Internal Control at the Entity Level Evaluating Internal Control at the Process Level Testing at the Transaction Level Concluding, Reporting, and Correcting Deficiencies and Weaknesses Course days $839 Jul 5-7, Nov 20-22, Mar 5-7, Apr 30-May 2, Field of Study: Auditing SUGGESTED Preparing Federal Financial Statements Using the U.S. Standard General Ledger Federal Financial Statement Audits COURSE FORMAT: Lecture, group discussion, class exercises, and exam 64 Printed content subject to change. 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35 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT The Federal Budget Process REMOTE VIRTUAL Budget Analyst s Essential Guide to Formulation, Justification, and Execution This course uses current events to demonstrate the process of appropriating, allocating, and spending billions of Federal dollars annually. Participants learn the formulation, enactment, execution, and audit phases of the budget process. Special emphasis is placed on the roles of the key players in the executive and legislative branches. Who Takes This Course: This course is designed for government and private sector employees new to budgeting responsibilities or those not directly involved in Federal budgeting who want an overview of the budget process. Identify major legislation that impacts the Federal budget process Track the budget timeline and the three phases of the budget process Identify the roles of the major players in the budget process Outline how agencies use and track their allocated funds Explain how agency budgets are prepared and how they contribute to the President s Budget List the types of audits used after the budget has been executed Quantify the size and scope of the present budget Identify trends in Federal spending during the last 50 years History of the Federal Budget Process What is a Budget? The Budget Process Functions History of the Federal Budget Process Efforts to Reduce the Deficit Efforts to Increase Accountability Financial Accountability and Accounting Lesson Wrap-Up The Budget of the United States: Facts, Figures, and Trends Building Background Where the Money Comes From Where the Money Goes Deficits and Surpluses Budgeting and Fiscal Sustainability Lesson Wrap-Up Federal Budget Overview Building Background Budget Concepts and Terms How Do Agencies Get Their Funds? Budget Authority vs. Outlays Key Players in the Federal Budget Process Lesson Wrap-Up The Budget Formulation Process Building Background The Federal Budget Process The President s Budget Formulation of the President s Budget Performance Budget or Annual Performance Plan Lesson Wrap-Up The Congressional Action Process Building Background Congressional Action on the President s Budget The Concurrent Budget Resolution Authorizing Legislation Appropriations Reconciliation Bills Lesson Wrap-Up Budget Execution Building Background Key Execution Activities Appropriation Warrant (FMS Form 6200) Appropriation Lifecycle Availability of Budgetary Resources Types of Appropriations and Classifications Internal Control Apportionment Continuing Resolution Allotment by Agency Headquarters and Suballotment Commitments and Obligations Developing the Operating Plan Monitoring an Operating Plan Revision of an Operating Plan Budget Execution Flexibility Impoundment Actions Lesson Wrap-Up Audits Building Background Audit and Review Why Audit? Preparing for an Audit Financial Audits Performance Audits Attestation Engagements After the Audit Lesson Wrap-Up Course days $689 *Remote Seats Available Sep 11-12, Huntsville, AL Oct 26-27, San Diego, CA Jan 22-23, *Jul 24-25, *Aug 21-22, *Oct 16-17, *Nov 13-14, *Dec 4-5, *Feb 22-23, *Apr 16-17, *May 24-25, Jun 21-22, VIRTUAL 2 days $689 See our website for the latest schedule. Course Level: Overview Appropriations Law Seminar Any intermediate-level budgeting course COURSE FORMAT: Lecture, group discussion, class exercises, and exam This course provides a foundation in all aspects of the agency budget function so Federal personnel are better able to support organization compliance with relevant laws and regulations, including the Government Performance and Results Act (GPRA) Modernization Act. Who Takes This Course: This course is designed for program managers and those involved with performance as well as financial management and non-financial management personnel who could benefit from a guided tour through the Federal budget process to improve their skills in formulating, justifying, and executing agency budgets. Facilitate your agency s participation in the Federal budget process Budget for costs involving labor and non-labor categories by object class and major program activity Identify the characteristics of an outcomesoriented justification and critique justifications written by others Collaborate with program managers to track, monitor, and analyze program spending Ensure alignment with the financial plan and apply tools to modify it when appropriate Budget for agency performance based on legislative and OMB requirements Accommodate requirements of the GPRA Modernization Act (GPRAMA) in the ongoing effort to budget for agency performance Overview of the Federal Budget Process in the Age of Performance Terminology Review Budget Authority vs. Outlays The President s Budget The Federal Budget The Budget Cycle Budget Calendar Formulation of the President s Budget Executive Branch Roles The Congressional Budget Process Legislative Branch Roles Executing the Budget Lesson Wrap-Up Formulation Evolution of Budget and Accounting Legislation Government Performance and Results Act Modernization Act (GPRAMA) Requirements The New Era of Performance Planning Delivering a High-Performance Government Lesson Wrap-Up Developing the Unit Budget Step 1: Collect and Read Guidance Step 2: Identify Agency Priority Goals Step 3: Collect or Estimate Performance Data Step 4: Calculate Employment Requirements Step 5: Calculate Employment Costs Step 6: Estimate Other Object Class Cost Categories Step 7: Budget for Capital Assets Step 8: Adjust Estimates Step 9: Schedule the Operating Budget Step 10: Calculate Other Financial Measures Step 11: Budget Justification Lesson Wrap-Up Writing Effective Budget Justifications General Requirements Linking Funding to Performance Budget Submissions to OMB Planning the Message Modeling the Three Cs (Clear, Concise, and Complete) The Case for Editing Additional Support to Improve Justification Written Documents Lesson Wrap-Up Budget Execution Internal Control Availability of Budgetary Resources Lifecycle of an Appropriation Key Execution Activities Receipt of an Appropriation, Establishment of a Fund Balance by Treasury, and Receipt of an Apportionment Apportionment Development of a Financial Plan Allotments, Commitments and Obligations Reimbursable Authority Revolving Funds The Antideficiency Act Outlay and Cost Revision of Operation Plan Budget Execution Flexibility Lesson Wrap-Up Course days $839 Albuquerque, NM Sep 13-15, Austin, TX Aug 16-18, Chicago, IL Jul 12-14, Dallas, TX Mar 5-7, Huntsville, AL May 21-23, Las Vegas, NV May 30-Jun 1, San Diego, CA May 14-16, San Francisco, CA Jul 12-14, Seattle, WA Aug 7-9, Jul 5-7, Jul 19-21, Aug 14-16, Aug 21-23, Sep 6-8, Oct 4-6, Nov 15-18, Jan 3-5, Feb 7-9, Feb 21-23, PDU CREDITS: 21 Appropriations Law Seminar Budget Execution Budget Formulation Budget Justification: Effective Preparation and Submission COURSE FORMAT: Lecture, group discussion, class exercises, and exam 66 Printed content subject to change. 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36 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT Budget Formulation Budget Justification: Effective Preparation and Submission Budget Execution Program and Budget Analysis Using Microsoft Excel Budget formulation is an essential step in the process of securing financial resources for an agency. Producing a solid budget submission also leads to better decision-making about future program activities and budget strategies. This course supports the successful preparation of budget submissions and the compilation of cost data. Who Takes This Course: This course is designed for budget analysts and financial resource professionals who help prepare budget submissions and compile cost data as well as other information contributing to decisions about future program activities, funding, and budget strategies. Budget justification is an essential part of the budgeting process and helps to secure financial resources for an agency. This course supports the preparation of an effective budget justification and that the justification complies with all the relevant rules and regulations, such as the OMB Circular A-11. Who Takes This Course: This course is designed for budget resource professionals, program managers, program support personnel, and anyone involved in justifying or defending budget requests. This is an important course for those who need to support their budgeting efforts with skillful writing. This course walks participants through the steps necessary to implement guidance from OMB Circular A-11 and other relevant execution references. The course covers all phases and dimensions of the administrative distribution of funds; their impact on establishing and maintaining sound fiscal internal control; and techniques to develop, analyze, manage, monitor, and adjust financial plans. Who Takes This Course: This course is designed for Federal employees who participate in their organization s budget execution and need to become familiar with the principles, laws, and procedures affiliated with proper budget execution. This course enables participants to use more sophisticated analytical tools and advanced features of Microsoft Excel to draw useful and reliable conclusions regarding financial performance, and demonstrate that information graphically to superiors. This results in more productive analyses, which will aid organizations efforts to track expenditures and control budget execution. Who Takes This Course: This course is designed for all program and financial management personnel who want to learn about many of the data analysis tools available in Microsoft Excel to aid in creating more compelling analyses of their programs. Describe the history behind budget formulation legislation and summarize key elements of the legislation Define the phases of the Federal budget process, identify the key players in the Federal budget process, and describe their roles Identify the guidance available from the legislative and executive branches regarding budget formulation, and apply this guidance to budget formulation principles Describe and differentiate between four types of budgets object class, capital asset, program, and performance budgets Prepare your own unit budget using appropriate government and agency-issued guidance, to include calculating employment requirements and costs using multiple methods Perform a cost estimate using the appropriate estimating methodologies and tools, and adjust your budget to accommodate changes in estimates and/or budget cuts Explain the qualities of an effective budget justification Analyze a sample agency budget Review of the Federal Budget Process Overview of the Budget Formulation Process Types of Budgets Formulating Agency Budgets Review of Sample Agency Budget Course days $839 Jul 26-28, Aug 16-18, Oct 4-6, Nov 29-Dec 1, Feb 7-9, Apr 18-20, May 2-4, SUGGESTED Appropriations Law Seminar Budget Analyst s Essential Guide to Formulation, Justification, and Execution The Federal Budget Process Budget Estimating Using Microsoft Excel Budget Execution Budget Justification: Effective Preparation and Submission Capital Asset Planning and Justification Using OMB Criteria COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, discussion, and capstone Define the role of the budget in an organization s mission fulfillment Comply with OMB and agency guidance on budget justification submissions Integrate program performance goals into resource requests Identify the characteristics of effective budget justifications and incorporate them into their own programs justifications Organize and outline their thoughts into a key message and supporting ideas as preparation for writing a budget justification narrative Structure a justification by keeping the needs of the audience in mind Perform substantive and line editing on a justification Federal Budget Process Overview Budget Justification Requirements Oral and Written Justifications Budget Justification in an Era of Reform Techniques for Crafting an Effective Budget Justification Course days $839 Aug 21-23, Nov 13-15, Jun 6-8, Field of Study: Communications SUGGESTED Overview The Federal Budget Process Budget Execution COURSE FORMAT: Individual and group exercises, lecture, and discussion Identify congressional legislation affecting an agency s operating and spending plans Identify key financial management legislation affecting budget execution Outline the major execution steps Discuss budget execution in terms of legal availability of funds with respect to purpose, time, and amount Identify potential Antideficiency Act (ADA) violations List accounting and financial reporting requirements, processes, and sources of guidance Track and control a financial, operating, or spending plan Identify practical tools and techniques for modifying a financial, operating, or spending plan Analyze actual versus planned figures to evaluate year-to-date performance Discuss how the strategic planning process drives budget execution Review of the Federal Budget Process Funds Control and Appropriations Law Federal Accounting and Reporting Preparing, Monitoring, Tracking, and Modifying Operating Plans Executing the Budget Course days $839 Apr 9-11, Nov 6-8, Feb 21-23, Jul 17-19, Aug 9-11, Aug 30-Sep 1, Sep 25-27, Jan 3-5, Apr 23-25, Jun 11-13, SUGGESTED Budgeting and Accounting: Making the Connection The Federal Budget Process Overview Appropriations Law Seminar Any intermediate-level budgeting course COURSE FORMAT: Lecture, group discussion, class exercises, and exam Navigate the Excel ribbon Query databases using the Filter tool and the Advanced Filter too Aggregate and display different attributes of a data set using the PivotTable Use Excel s Descriptive Statistics tool to calculate statistical measures of central tendency, variation, and shape Use the Histogram tool to organize your data and create a frequency distribution Perform graphical analysis of data Use the Rank and Percentile tool to calculate a data item s rank and percentile ranking Use time series data and Excel s trendline function to forecast future budgets, costs, and workloads Learn which trendline (linear, polynomial, logarithmic, or exponential) is the best to use based on R2 Identify cost drivers using Excel s Correlation tool Develop simple linear and multiple linear regression models to develop forecasts and predictive equations using Excel s Regression tool Getting Started: Warm-Up and Review Querying and Analyzing Data Computing Statistics on Collected Data Time Series Analysis and Forecasting Correlation and Regression: Analyzing Costs and Performance Course days $1,029 Aug 14-17, Aug 7-10, Jul 10-13, Sep 18-21, Nov 6-9, Dec 11-14, Jan 8-11, Feb 5-8, Apr 2-5, May 14-17, Jun 18-21, NASBA CPE CREDITS: 32 CEU CREDITS: 2.5 CLP CREDITS: 32 SUGGESTED Budget Estimating Using Microsoft Excel Budget Execution Budget Formulation Budget Justification: Effective Preparation and Submission COURSE FORMAT: Lecture, group discussions, class exercises, and exam NOTE: Approximately 75% of class time involves using Microsoft Excel 68 Printed content subject to change. 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37 FINANCIAL MANAGEMENT Budgeting and Accounting: Making the Connection This course supports improved financial management effectiveness by providing a deeper understanding of the requirements for the Federal budgeting and accounting functions. Participants learn the introductory concepts of Federal budgeting and accounting, and addresses the integration of the budgeting and accounting functions. Who Takes This Course: This course is designed for participants from several different backgrounds: accountants who want insight into Federal budgeting, budgeters who want insight into Federal accounting, and systems people who want a basic understanding of Federal budgeting and accounting to implement new financial systems. Budget Estimating Using Microsoft Excel This course is about more than just budgeting. It does require an understanding of the budget process in order to prepare budget worksheets in Microsoft Excel. Participants will discuss each phase of the budget process, a determination of the key players in each phase, the governing directives, and the agency procedures involved. Who Takes This Course: This course is designed for budget and program analysts or financial resource professionals who want to become more productive in using spreadsheets to estimate and present program needs for a Federal budget submission. Looking to achieve and maintain your DoD FM Certification? Make the connection between budgeting and accounting Apply budget and accounting terminology appropriately Track budgetary and proprietary accounting transactions through the budget execution process Describe the use of the U.S. Government Standard General Ledger account structure Relate budget obligations to agency assets, liabilities, and expenses Determine unfunded budget requirements from accounting reports Improve budget estimating with accounting information Federal Budget Process Introduction to Federal Accounting Budgetary and Proprietary Accounting Federal Financial Reporting Making the Connection Course days $689 Albuquerque, NM Sep 11-12, Jun 20-21, Austin, TX Aug 14-15, Chicago, IL Jul 10-11, Jun 11-12, San Diego, CA May 17-18, San Francisco, CA Jul 10-11, Seattle, WA Aug 10-11, Jun 12-13, Jul 17-18, Jul 26-27, Field of Study: Accounting (Governmental) and Finance Preparing Federal Financial Statements Using the U.S. Standard General Ledger COURSE FORMAT: Lecture, group discussion, class exercises, and exam Navigate the Excel 2010 ribbon Build a complete budget workbook using Excel, with account worksheets linked into a summary worksheet Apply numerous Excel shortcuts to improve your productivity Link budget data into Microsoft PowerPoint and Word documents Improve worksheet design using formulas, such as =IF, =VLOOKUP, and Conditional Formatting Create charts and graphs for budget presentations Insert budget trendlines and perform simple regression Prepare budget estimates using the Analogy, Complete Enumeration, Parametric, and Extrapolation techniques Link together cells, worksheets, and workbooks Design and produce a representative budget from a case study Budget Process and Concepts Excel Basics Excel Functions for Budget and Financial Analysis Budget Estimating Techniques in Excel Finalizing the Workbook Course days $839 Aug 14-16, Jul 24-26, Sep 11-13, Dec 4-6, Jan 22-24, Mar 5-7, Apr 11-13, May 21-23, Jun 25-27, Basic knowledge of Microsoft Excel terminology and familiarity with formatting, charting, and mathematical functions Program and Budget Analysis Using Microsoft Excel COURSE FORMAT: Lecture, group discussion, class exercises, and exam NOTE: Approximately 75% of class time involves using Microsoft Excel With more than 100 courses mapped to the DoD FM Certification Program WE VE GOT YOU COVERED! Management Concepts offers mapped courses in the following curriculum areas: Acquisition & Contracting PAGE 6 Leadership & Management PAGE 114 Financial Management PAGE 58 LEARN MORE Project & Program Management PAGE Grants & Assistance PAGE Printed content subject to change. Visit our website for the latest schedule and course information. 71

38 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT Federal Accounting Fundamentals The Prompt Payment Act and Voucher Examination Accounting for Revolving Funds and Reimbursables This course provides an introduction and overview of accounting terms, principles, concepts, and standards. The focus is on basic accounting practices in the Federal Government, including an introduction to the U.S. Government Standard General Ledger. The skills developed by participants support the overall objective of producing timely and accurate financial statements. Who Takes This Course: This course is intended for Federal financial managers and staff from the agency level to the unit level, including those implementing financial systems. Participants may also be from private auditing firms or financial systems personnel. Locate the appropriate sources of guidance relating to Federal accounting Define the budgetary and proprietary accounting equations and their components Associate basic accounting transactions with the appropriate USSGL accounts Record budgetary and proprietary transactions for the phases of the accounting and budget execution cycles Record basic adjusting and closing entries Identify the principal financial statements for the Federal Government and their main components Define assets, liabilities, net position, revenue, expenses, gains, and losses Explain fundamental accounting concepts and principles Distinguish between budgetary and proprietary accounting Track the lifecycle of appropriated funds Identify the five steps in the accounting cycle Define and explain the uses of the USSGL Record current-year transactions using USSGL accounts Introduction to Federal Accounting Building Background Accounting Federal Accounting Lesson Wrap-up Accounting Terms, Concepts, Principles, and Methods Building Background Talk the Talk Fundamental Accounting Concepts Fundamental Accounting Principles and Methods Lesson Wrap-up Federal Accounting: A Closer Look Building Background Commercial vs. Federal Accounting Budgetary Accounting Proprietary Accounting Budgetary and Proprietary Accounting Talk the Talk How and When to Use Appropriated Funds Budgetary Accounting Equation Proprietary Accounting Equation Lesson Wrap-up The Accounting Cycle Building Background Statements of Federal Financial Accounting Concepts and Standards Steps of the Accounting Cycle Lesson Wrap-up U.S. Government Standard General Ledger Building Background Purpose of the U.S. Government Standard General Ledger Chart of Accounts Lesson Wrap-up Fundamental Accounting Transactions Building Background Receipt and Use of an Appropriation Lesson Wrap-up Adjusting and Closing Entries Building Background Adjusting Entries Closing Entries Lesson Wrap-up Financial Reporting Building Background Where Does the Information Come From? Federal Financial Reporting Financial Statements Lesson Wrap-up Course days $689 Apr 16-17, Aug 7-8, Nov 13-14, Jan 29-30, Apr 9-10, Jul 24-25, Aug 31-Sep 1, Sep 25-26, Dec 4-5, Jan 8-9, Feb 22-23, Apr 23-24, Jun 4-5, Jun 21-22, Field of Study: Accounting (Governmental) Preparing Federal Financial Statements Using the U.S. Standard General Ledger Statements of Federal Financial Accounting Standards: SFFAS U.S. Standard General Ledger: Practical Applications COURSE FORMAT: Lecture, group discussion, class exercises, and exam The timely payment of vendor invoices by government agencies is a requirement of the Prompt Payment Act. This course provides a thorough understanding of the requirements of the Prompt Payment Act and voucher examination will help agencies to avoid these penalty charges. Who Takes This Course: This course is designed for supervisors, managers, disbursing officers, certifying officers, technicians, and other personnel involved in preparing, examining, and certifying Federal contractor and vendor payments. Certify a voucher for completeness and accuracy Discuss the implications of the liability of certifying officers and the avenues of relief for liability Describe the legislative history of the Prompt Payment Act List the general requirements of the Prompt Payment Act Differentiate between items that are, and are not, subject to the Prompt Payment Act Describe the Federal payment process Describe benefits of a wellimplemented Prompt Payment process Calculate the appropriate due date for an invoice given a mix of factors, including available discounts Discuss when a payment cycle should be stopped and how it can be restarted Calculate the financial impact of a discount to determine if taking it is the best course of action Calculate effective rebate rate Calculate interest due on a late payment Voucher Examination Prompt Payment Act Introduction Payment Due Dates Economical Discounts and Rebates Interest Penalties Course days $689 Aug 14-15, Nov 27-28, Feb 15-16, May 3-4, Budgeting and Accounting: Making the Connection Federal Accounting Fundamentals COURSE FORMAT: Lecture, group discussion, class exercises, case studies, and exam This course focuses on helping participants learn the accounting principles used in business operations in the Federal Government. Participants will learn and apply procedures related to business operations: conducting financial operations, developing prices, recording transactions, and producing relevant financial statements. Who Takes This Course: This course is designed for financial managers and staff responsible for accounting transactions involving the sale of goods and services through working capital funds, other revolving funds, franchise funds, or reimbursable activities. NOTE: Individuals responsible for the management of such activities should attend Financial Management of Revolving Funds and Reimbursables. Comply with the most current policies and procedures affecting interagency business opportunities Explain the procedures that will help avoid over-obligating, over-expending, or misusing reimbursable authority Determine costs and set prices appropriate for business-like activities Properly record interagency transactions Report revenue and expenses in the Statement of Net Cost in accordance with Federal standards Federal Funding Options: Business Operations Interagency and Other Agreements and Authority Accounting Transactions for Business Operations Cost Accounting: Determining Costs for Business Operations Reporting on Business Operations: Financial Reports and Financial Statements Capstone Exercise Course days $839 Jul 12-14, Oct 2-4, Jan 10-12, Mar 14-16, May 23-25, Field of Study: Accounting (Governmental) SUGGESTED Federal Accounting Fundamentals Appropriations Law for Revolving Funds and Reimbursables Financial Management of Revolving Funds and Reimbursables COURSE FORMAT: Lecture, group discussion, comprehensive case study, and exam 72 Printed content subject to change. 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39 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT U.S. Standard General Ledger: Practical Applications Preparing Federal Financial Statements Using the U.S. Standard General Ledger Statements of Federal Financial Accounting Standards: SFFAS Preparation and Analysis of the SF 133 This course supports the ability to generate accurate financial statements using the formats determined by OMB guidance by developing the participants skills in Federal accounting. Participants are provided with an in-depth look at recording events and practical experience analyzing financial events, and it prepares participants to use the USSGL in their daily activities to support the overall objective of producing accurate and timely financial statements. Who Takes This Course: This course is designed for Federal financial management personnel who are involved with any aspect of implementing or using the USSGL to record events and/or prepare financial statements. Preparation of accurate Federal financial statements is a very important element in the accounting function that supports accountability and transparency for Federal agencies. Accurately accounting for the expenditure of public funds builds confidence in the public that taxpayer dollars are being spent correctly. This course provides knowledge that will support the preparation, review, and auditing of Federal financial statements. Who Takes This Course: This course is designed for Federal financial management personnel and staff responsible for preparing, reviewing, or auditing agency financial statements. This course briefly introduces the history of the Federal Accounting Standards Advisory Board (FASAB) and the historical context in which the standards have developed. The bulk of the course provides a strong focus on the various standards contained in the statements by illustrating their application to an actual Federal financial report. Who Takes This Course: This course is designed for Federal financial management personnel responsible for updating, reviewing, or determining the reliability of accounting data pertaining to assets, liabilities, net position, revenue, expenses, gains, and losses as well as personnel responsible for preparing the audited financial statements for an agency. This course guides participants through the preparation and analysis of the SF 133 Report on budget execution. The SF 133 is a quarterly report that is submitted to the Office of Management and Budget (OMB). It provides a snapshot of a reporting unit s sources of budget authority, the status of budgetary resources, and information on obligated balances and outlays. Who Takes This Course: This course is designated for accountants, budgeters, and systems people who create the SF 133. Accountants will typically be of grades Budget personnel will typically be grades 14 15, with more junior people attending if they are being trained for a role that involves SF 133 preparation or analysis. Apply the USSGL at the transaction level in all phases of the accounting and budget cycles Perform accounting transactions using the USSGL Chart of Accounts Record and analyze reimbursable financial events using the USSGL Analyze financial events relating to prior-year transactions, and record upward and downward adjustments Describe the use of transaction codes The USSGL Accounting Transactions for Direct Authority Accounting Transactions for Reimbursable Authority Adjusting Entries Closing Upward & Downward Adjustments Course days $689 Apr 18-19, Aug 9-10, Nov 15-16, Apr 11-12, Jul 6-7, Sep 7-8, Sep 27-28, Nov 27-28, Jan 10-11, Mar 8-9, Field of Study: Accounting (Governmental) SUGGESTED Federal Accounting Fundamentals Preparation and Analysis of the SF 133 Preparing Federal Financial Statements Using the U.S. Standard General Ledger Statements of Federal Financial Financial Accounting Standards: SFFAS COURSE FORMAT: Lecture, group discussion, class exercises, and exam Describe the relationship of financial statements to the Federal accounting standards and associated laws and regulations Describe the basic format and content for financial statements Explain the function of OMB guidance in preparing financial statements Determine whether or not an agency component is subject to Federal financial reporting standards Prepare basic financial statements, including the Statement of Budgetary Resources, in accordance with OMB and Federal accounting standards Outline audit requirements for Federal financial statements Federal Financial Reporting, Legislation, and Objectives Federal Accounting and Reporting Preparing the Basic Federal Financial Statements Notes to the Financial Statements Auditing Agency Financial Statements Course days $689 Jul 13-14, Aug 7-8, Oct 19-20, Dec 7-8, Mar 22-23, May 30-31, Field of Study: Accounting (Governmental) SUGGESTED Federal Accounting Fundamentals U.S. Standard General Ledger: Practical Applications Federal Financial Statement Audits Preparation and Analysis of the SF 133 Statements of Federal Financial Accounting Standards: SFFAS COURSE FORMAT: Lecture, group discussion, class exercises, and exam Discuss the role of FASAB in supporting financial accounting and reporting in the Federal Government Apply the Federal accounting standards Evaluate the impact of the Statements of Federal Financial Accounting Standards (SFFAS) on the principal financial statements In accordance with standards, evaluate business events to determine the impact on: accounting for and reporting on assets, liabilities and net position; accounting for property, plant, and equipment (PP&E), and cleanup costs; reporting on deferred maintenance and other supplementary information; reporting and disclosing revenue; and reporting and disclosing expenses Required Financial Statements Accounting for Assets Selected Assets Accounting for Assets Direct Loans and Loan Guarantees Accounting for Assets Inventory and Related Property Accounting for Assets Property, Plant, and Equipment (PP&E) Accounting for Liabilities Accounting for Revenue and Other Financing Sources Accounting for Expenses Required Supplementary Information (RSI) Stewardship Assets and Investments Course days $689 Aug 10-11, Nov 16-17, Jan 25-26, Apr 5-6, Field of Study: Accounting (Governmental) Course Level: Advanced Preparing Federal Financial Statements Using the U.S. Standard General Ledger COURSE FORMAT: Lecture, group discussion, class exercises, and exam Explain the purpose, uses, and components of the SF 133 Identify basic budgetary concepts as they relate to the SF 133 Relate and tie the SF 133 to the SF 132 Tie financial statements and budget reports to the SF 133 Explain the USSGL accounts that flow into selected line items on the SF 133 Prepare the SF 133 from agency data for direct and reimbursable authority using a crosswalk Explain where the data on the SF 133 comes from Describe the impact of unreliable data and determine actions to take Analyze the SF 133 data to support decision-making and respond to OMB and Department of the Treasury inquiries Defining the SF 133 Analysis of Common Lines in the SF 133 Preparation of the SF 133 Course days $689 Apr 16-17, Aug 14-15, Nov 20-21, Jan 22-23, Jun 13-14, Field of Study: Accounting (Governmental) U.S. Standard General Ledger: Practical Applications COURSE FORMAT: Lecture, group discussion, class exercises, and exam 74 Printed content subject to change. 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40 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT Audit Boot Camp Auditing Fundamentals in the Federal Environment Audit Interviews: Skills for Success Essential Communications for the Audit Lifecycle REMOTE VIRTUAL Having an effective and well-trained audit staff promotes the successful delivery of audits, which in turn promotes the integrity and accountability of government to the public. This course provides foundational knowledge of government auditing that is essential for any new auditor, including the framework for government auditing and the role of the auditor. Additionally, this course supports the development of the critical thinking skills required of an efficient and effective auditor. Who Takes This Course: This course is designed for new auditors who want an intensive introduction to government auditing and those looking to build a strong foundation of knowledge of government auditing. This course addresses Generally Accepted Government Auditing Standards (GAGAS) for audits that may be applied at the Federal, state, and local agency levels. Participants will learn the types and phases of audits, and gain better understanding of legislative requirements and other guidance pertaining to audits. Who Takes This Course: This course is designed for Federal, state, and local agency personnel whose programs and/or operations are subject to financial statement audits, attestation engagements, and/or performance audits performed in accordance with Generally Accepted Government Auditing Standards (GAGAS) as well as those who want to understand more about how audits are performed. This course provides the skills needed to conduct effective and efficient audit interviews. Learn about the purposes for audit interviews, appropriate interview preparation, building rapport with the interviewee, non-verbal communication and active listening techniques, conducting the audit interview, and proper interview documentation. Who Takes This Course: This course is designed for the performance or financial auditor from Federal, state, or local government, as well as private contractors who perform government audits. Most participants will be new auditors, but some experienced auditors wishing to brush up on their skills may also attend. This course provides auditors with the necessary tools to communicate effectively with audit team members, audit management, and auditee personnel. To facilitate learning, participants will work through a complete audit simulation that will provide opportunities to apply the communication principles and techniques presented in the course material. Who Takes This Course: This course is designed for field level auditors in their first 2 to 10 years of auditing who want to polish their communication skills. Describe the major types of audits and the phases for each audit type Explain government auditor roles and their responsibilities Summarize the unique ethical environment which impacts government auditor s work Apply the most current GAGAS and the Office of Management and Budget (OMB) circulars Identify and apply the GAGAS standards of evidence Discuss the links between the audit process and GAGAS Apply commonly accepted risk management and internal control concepts when performing audits Apply skills and methodologies for auditing, including various analytical tools Apply data gathering and analytical techniques for compiling sufficient evidence Develop findings, including development of condition, cause, criteria, effect, and recommendations Develop action-oriented recommendations Prepare and present audit briefings Discuss how to maintain a good auditor/auditee relationship Auditors, Auditing, and the Government Environment Types of Audits, Auditing Standards, and the Phases of Audits Review of Internal Control Data Gathering, Analysis, and Evidence Synthesizing and Presenting Results Course days $1,129 Jul 31-Aug 4, San Francisco, CA Apr 9-13, Aug 14-18, Oct 23-27, Jan 22-26, Mar 26-30, Jun 18-22, NASBA CPE CREDITS: 40 Field of Study: Auditing (Governmental) CEU CREDITS: 3.2 CLP CREDITS: 40 Essential Communications for the Audit Lifecycle Federal Financial Statement Audits Forensic Auditing: Detection and Prevention of Fraud Performance Auditing Preparing High-Impact Audit Reports COURSE FORMAT: Lecture, group discussion, class exercises, case studies, and exam Describe the laws, regulations, and other basic requirements for audits in the government environment Describe the standards, approaches, and techniques government auditors follow Describe the various types of audits Identify the types of evidence Describe how effective audit recommendations are needed to facilitate corrective actions Collaborate with the audit team to take effective corrective actions, if needed Develop positive auditee/auditor relationships that enhance communication and help ensure audit reports contribute to program and operational improvements Laws and Other Requirements for Audits Auditing Basics Financial Statement Audits Attestation Engagements Performance Audits The Auditor-Auditee Relationship Course days $689 *Remote Seats Available Tysons, VA Jun 14-15, Aug 24-25, Nov 13-14, Jan 11-12, Apr 23-24, VIRTUAL 2 days $689 See our website for the latest schedule. Field of Study: Auditing (Governmental) Audit Boot Camp Federal Financial Statement Audits Internal Controls: Meeting Federal Requirements for Accountability Performance Auditing Preparing Federal Financial Statements Using the U.S. Standard General Ledger Preparing High-Impact Audit Reports COURSE FORMAT: Lecture, group discussion, class exercises, and exam Describe the types of interviews that auditors conduct during the audit Apply Generally Accepted Government Auditing Standards (GAGAS) as they relate to evidence obtained through audit interviews Describe the importance of and effectively interpret non-verbal cues from an interviewee Apply effective non-verbal communication techniques and active listening skills when completing audit interviews Prepare for the interview by determining the proper interview scope, identifying the best person to interview, gathering pertinent background information on the interview topic, and developing effective interview questions Describe techniques for breaking the ice and building rapport with the interviewee Effectively apply the shoulds and avoid the should nots of audit interviewing Conduct the interview in a clear, cohesive manner to answer specific questions related to the audit objectives Describe best practices for documenting an audit interview Critique your own interview skills Audit Interview Basics Plan the Audit Interview Conduct the Audit Interview Prepare the Record of the Interview Course days $689 Dec 4-5, Mar 8-9, Jun 21-22, Field of Study: Auditing (Governmental) Essential Communications for the Audit Lifecycle Performance Auditing COURSE FORMAT: Lecture, group discussion, video-taped role play, class exercises, and exam Apply general communication skills to day-to-day work, enabling auditors to interact effectively with both their supervisors and the auditee Establish an audit approach that is clear to both the supervisor and subordinate and that yields positive results Apply proven techniques for initiating contact with the auditee and effectively coordinating the audit arrangements Apply proven techniques for developing and maintaining a productive and professional relationship with the auditee, including eliciting essential information from the auditee, effectively summarizing audit work performed, and providing meaningful feedback to the auditee Clearly communicate audit work in the audit documentation Follow best practices for presenting audit findings and recommendations in a manner that will convince the audit client to take action General Communications Preparing for the Audit A Meeting of the Minds between Supervisor and Subordinate Initiating Contact with the Auditee First Impressions Count Auditor Communication with Supervisor and Auditee Foster Understanding and Mutual Respect Audit Documentation The Auditor s Trial Transcript Course days $839 Sep 6-8, Oct 30-Nov 1, Mar 19-21, Jun 25-27, Field of Study: Auditing SUGGESTED Audit Boot Camp Auditing Fundamentals in the Federal Environment Performance Auditing Preparing High-Impact Audit Reports COURSE FORMAT: Presentation, class discussions, practical exercises, and exam 76 Printed content subject to change. 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41 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT Performance Auditing Forensic Auditing: Detection and Prevention of Fraud Preparing High-Impact Audit Reports Keeping the Audit on Track: Critical Skills for Audit Managers This course focuses on critical planning aspects, techniques for conducting performance audits, and standards and techniques for reporting audit results. The course uses a case study that allows participants to consider planning factors, frame research questions, and determine how best to collect data. A design matrix tool is presented that can assist auditors in their planning efforts. Who Takes This Course: This course is designed for Federal, state, and local auditors who need to plan and conduct performance audits in accordance with Generally Accepted Government Auditing Standards (GAGAS) and government personnel who expect to be the subject of performance audits. Every organization faces the risk of financial loss due to fraud, but maintaining an effective audit function can help mitigate that risk. This course supports auditors maintaining their thorough knowledge of fraud detection and prevention to effectively fulfill their mission. Maintaining an in-depth knowledge of fraud and how it can be detected and prevented is essential to maintaining the financial integrity of any organization, large or small. Who Takes This Course: This course is designed for auditors at any level of government as well as program managers and financial managers responsible for eliminating waste, fraud, and abuse in Federal programs. This intermediate-level course is designed for government auditors who play a role in determining what and how audit results will be reported, and who wish to enhance their communication skills or learn new techniques. The primary focus of this course is on writing performance audit reports and financial audit reports. Who Takes This Course: This course is designed for government auditors playing a role in determining what and how audit results will be reported who are looking to enhance their communication skills or learn new techniques. Participants tend to be Federal auditors or other Federal financial management employees involved in performance auditing. During this course, audit managers will identify the critical leadership skills needed in today s environment, perform a self- assessment of their own leadership characteristics, learn about modern leadership techniques and how to apply different skills to different situations, and review the Yellow Book guidelines for managing certain aspects of auditing. Who Takes This Course: This course is designed for Federal, state, and local government audit managers and supervisors who perform audit work in accordance with GAGAS, and who would like to discover new and more effective ways to address the challenges of keeping an audit focused. Summarize current performance auditing standards and terminology Summarize and defend performance audit planning efforts and strategies Apply techniques for conducting performance audits Discuss performance audit results and recommendations based on the elements of a finding Outline the requirements and standards for reporting on performance audits Relate results-oriented laws and initiatives to performance audits Performance Auditing Basics Planning Performance Audits Conducting Performance Audits Reporting on Performance Audits Impact of Results-Oriented Laws and Initiatives on Performance Audits Course days $839 Jul 31-Aug 2, Oct 16-18, Jan 24-26, Apr 18-20, Field of Study: Auditing (Governmental) SUGGESTED Prior experience with performance audits or financial statement audits whether on the job or in the classroom is essential for successfully completing the course Auditing Fundamentals in the Federal Environment Federal Financial Statement Audits Preparing High-Impact Audit Reports COURSE FORMAT: Lecture, group discussion, class exercises, and exam After completing this course, a participant will be able to: Explain the increasing importance of fighting fraud within the Federal Government, the functions a forensic audit serves, and the various roles the auditor must assume in conducting a forensic audit Explain the Federal laws, auditing standards, and control techniques that are relevant to a forensic audit, and decide upon appropriate control measures to counteract fraud occurrences Explain common fraud schemes, and apply the best internal control measures to counteract the fraud risk Identify indicators for heightened fraud risk and assess risks present through internal control deficiencies Apply various evidence-gathering techniques used to detect fraud Describe the job of a forensic auditor in legal and court involvement Introduction to Forensic Auditing Federal Laws, Internal Controls, and Audit Standards Relating to Fraud Understanding Fraud Schemes Assessing Fraud Risks and Planning for the Fraud Audit Forensic Approaches to Data Collection and Analysis Legal and Court Involvement Course days $839 Aug 9-11, Oct 30-Nov 1, Apr 2-4, Jun 6-8, Field of Study: Auditing SUGGESTED Audit Boot Camp Auditing Fundamentals in the Federal Environment Internal Controls: Meeting Federal Requirements for Accountability Federal Financial Statement Audits Performance Auditing Preparing High-Impact Audit Reports COURSE FORMAT: Lecture, group discussion, class exercises, and exam Apply Generally Accepted Government Auditing Standards (GAGAS) in preparing performance and financial audit reports Apply reader-friendly writing techniques such as deductive structure and appropriate tone Avoid typical flaws in paragraph and sentence structure that compromise audit report readability Tailor report segments and sections to knowledge levels and interests of likely readers Maximize audit report effectiveness by writing conclusions and recommendations that resonate with readers, and encourage prompt action Learn techniques to circumvent writer s block Apply a structured audit report review process to effectively identify flaws in the report draft and reduce potential writer/ reviewer conflicts Financial Audit Reports Performance Audit Report Standards for Content and Quality Reader-Friendly Writing Techniques The Heart of the Audit Report Audit Findings and Recommendations Avoiding Common Flaws in Audit Reports Tools and Techniques for Report Preparation Enhancing the Report Review Process Course days $689 Aug 10-11, Sep 28-29, Feb 20-21, May 31-Jun 1, Field of Study: Auditing (Governmental) SUGGESTED Audit Boot Camp Auditing Fundamentals in the Federal Environment Federal Financial Statement Audits Performance Auditing COURSE FORMAT: Lecture, group discussion, class exercises, and exam Identify and apply leadership concepts and techniques for successful planning, management, and communications Motivate staff to carry out assignments with the highest quality and lowest cost Develop successful audit teams Select staff for assignments, manage and communicate well with them, and evaluate their performance Develop cohesion for choosing type and extent of work Communicate effectively with auditees and others Measure quantitatively the quality of audit work Leading in the Current Audit Environment Yellow Book Professional Requirements Leadership and Management Application of Leadership and Management Skills to Audit Work Personal Leadership Going Forward Course days $689 Jul 24-25, Oct 19-20, Jan 25-26, Apr 16-17, Field of Study: Auditing Federal Financial Statement Audits COURSE FORMAT: Lecture, group discussion, class exercises, and exam 78 Printed content subject to change. 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42 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT Federal Financial Management Overview Financial Management of Defense Working Capital Funds Financial Management of Revolving Funds and Reimbursables Improper Payments This course builds basic literacy in Federal financial management processes, laws, and regulations. By developing the participants knowledge of how financial resources flow into and through organizations and programs, this course positions individuals to better contribute to the overall effectiveness of their organization. Who Takes This Course: This course is designed for individuals looking for a comprehensive overview of the range of Federal financial management disciplines. Both financial and nonfinancial personnel will benefit from learning how the components of financial management fit together in Federal agencies. The Defense Working Capital Fund (DWCF) is a revolving fund financial structure used by DoD for business-like activities. DWCF activities must be able to identify outputs and must have customer/provider relationships (typically between Defense operating units and Defense support organizations). This course supports the effective and accurate operation of those funds to support the proper financial function of DoD. Who Takes This Course: This course is designed for financial, program, and functional managers of customer and support organizations who need a detailed understanding of DWCF policies, procedures, concepts, objectives, and terms. This course is designed to explore the financial management of activities in the Federal Government that function like businesses: Reimbursable activities and revolving funds. This course illustrates the ways in which business operations differ from activities funded by direct appropriations. Who Takes This Course: This course is for experienced Federal accountants, financial managers, operational managers, and budget analysts who are involved in or wish to understand the financial management aspects of working capital funds, revolving funds, franchise funds, and reimbursable activities. This course provides participants with a solid understanding of the issues surrounding improper payments, including types, root causes, and their impact. Participants will build a solid foundation with the ability to identify ways to reduce the risk of improper payments through prevention, detection, and recovery. Who Takes This Course: This course is designed for supervisors, managers, program managers, and other individuals involved in processing and making Federal payments. Define Federal financial management terminology Identify the legislative requirements for financial management in the Federal Government Describe the Federal budget process Describe how to track and control budget execution Explain how agencies prepare budgets Identify financial management system requirements Summarize the importance of internal control Discuss the function of Federal financial statements Identify the audit and review process The Federal Budget Process: Then and Now Budget Formulation: Integrating the Old and the New Gaining Congressional Approval Executing and Controlling the Budget Financial Operations Accounting for the Use of Funds Internal Control Federal Financial Reporting Auditing Course days $839 Mar 12-14, Chicago, IL Jul 24-26, Dallas, TX Aug 21-23, Apr 9-11, San Francisco, CA Sep 25-27, Jul 10-12, Aug 21-23, Sep 11-13, Oct 11-13, Nov 1-3, Course Level: Overview Appropriations Law Seminar Audit Boot Camp Federal Accounting Fundamentals Internal Controls: Meeting Federal Requirements for Accountability Discuss characteristics, business area, structure, and operations of Defense Working Capital Funds (DWCFs) Discuss DWCF general policies and procedures to include accounting standards, management responsibilities, DWCF systems and control, funds management, and auditing requirements Identify the impact of the free market approach on DWCF operations Describe the DWCF budgeting process Calculate a net operating result and an accumulated operating result Calculate a rate for goods/services and conduct a variance analysis Describe the impact of performance budgeting on DWCF Identify unique DWCF cash management and revenue recognition issues and explain mitigation strategies Complete a cash management plan Use the USSGL to identify DWCF accounts Identify the Federal financial statements, DWCF reports, and their main components and purposes DWCF Basics DWCF and Mission Readiness The Budget Process Price and Rate Development Performance Budgeting Cash Management and Revenue Recognition Course days $839 Apr 18-20, Jul 26-28, Nov 29-Dec 1, Appropriations Law for Revolving Funds and Reimbursables Capital Asset Planning and Justification Using OMB Criteria PPBE Workshop: Defense Planning, Programming, Budgeting, and Execution COURSE FORMAT: Lecture, group discussion, class exercises, and exam Compare funding mechanisms used in the Federal Government Identify the organizational and planning functions for budgeting to establish revolving funds and reimbursable activities Create a budget for the approval and execution of established revolving funds and reimbursements Identify financial operations in the fund and the importance and benefits of analyzing financial data Analyze financial data from execution and performance to effectively manage business operations Introduction to Business Operations Establishing a Revolving Fund and Reimbursable Activities Budgeting and Executing for the Fiscal Year Analyzing Financial Data Managing Business Operations Course days $839 Jul 26-28, Sep 25-27, Jan 3-5, Apr 25-27, GAGAS CPE CREDITS: 24 SUGGESTED Accounting for Revolving Funds and Reimbursables Accounting for Revolving Funds and Reimbursables COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, discussion, and capstone Describe the requirements of legislation and executive orders regarding improper payments Identify potential causes for improper payments and determine the best way to avoid them Describe the types of improper payments and their impact on agencies Introduction to Improper Payments Requirements and Guidance Reporting Requirements and Actual Results Reducing Improper Payments Government Charge Cards Course day $449 Jul 7, Sep 8, Oct 23, Mar 2, Jun 8, NASBA CPE CREDITS: 8 Field of Study: Auditing CEU CREDITS: 0.6 CLP CREDITS: 8 COURSE FORMAT: Lecture, group discussion, class exercises, and exam Human Capital & Human Resources COURSE FORMAT: Lecture, group discussion, class exercises, and exam 80 Printed content subject to change. 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43 FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT Governmental Environment Governmental Accounting, Financial Reporting, and Budgeting Governmental Financial Management and Control The CGFM Training Series Comprehensive Training in Government Financial Management and Preparation for the CGFM Exams The AGA and Management Concepts have formed an educational partnership to bring you the open enrollment Certified Government Financial Manager (CGFM ) Training Series. These courses provide you with a solid foundation in all areas of local, state, and Federal Government financial management, while helping you prepare for each of the three CGFM examinations. CGFM Courses: Governmental Environment 8 CPE hours Governmental Accounting, Financial Reporting and Budgeting 24 CPE hours Governmental Financial Management and Control 16 CPE hours This course is part of the Certified Government Financial Manager (CGFM ) series. It examines the ways in which government entities differ from private entities and discusses the interactions among the different levels of government and the people they serve. Who Takes This Course: This course is designed for financial management professionals who are interested in learning more about the governmental environment at the Federal, state, and local level. Outline concepts and realities of public accountability Understand government organization at all levels Comprehend interaction among levels of government Understand what to tax and why The Organization and Structure of Government Federal, State and Local Legal and other Environmental Aspects of the Government Interrelationships among Planning, Programming, Budgeting, Operations, Accounting, Reporting and Auditing Government Financing Process Public Accountability Ethics in Government Financial Management Responsibilities and Skill Course day $449 May 2, Jul 25, Aug 2, Aug 30, Oct 18, Nov 27, Feb 2, Feb 28, Apr 4, May 8, Jun 6, NASBA CPE CREDITS: 8 CEU CREDITS: 0.6 CLP CREDITS: 8 COURSE FORMAT: Lecture, discussion, and exercises This course is part of the Certified Government Financial Manager (CGFM ) series. It is designed for those looking for an understanding of governmental accounting, financial reporting, and budgeting, and their differences from private-sector financial activities. Learn about the unique aspects of accounting and reporting for the Federal Government as well as state and local governments. Who Takes This Course: This course is designed for financial management professionals seeking support for taking the required exams for Certified Government Financial Manager (CGFM ) certification. Understand governmental accounting standards, financial reporting practices, and budgeting approaches Apply the standards, practices, and approaches by the Federal, state, and local governments Understand financial statements issued by Federal, state, and local governments Influences, Concepts of Financial Reporting and Standards-setting Cost Accounting Budgeting General Principles of Governmental Accounting State and Local Accounting and Financial Reporting Federal Accounting and Financial Reporting Course days $839 May 7-9, Jul 17-19, Aug 7-9, Sep 11-13, Oct 4-6, Dec 11-13, Feb 7-9, Mar 5-7, Apr 9-11, May 9-11, Jun 11-13, Field of Study: Accounting (Governmental) SUGGESTED Governmental Environment This course is part of the Certified Government Financial Manager (CGFM ) series. It is designed for those interested in learning more about the Federal, state, and local government activities related to management and control. Learn about the internal control process in government organizations and how this process can aid managers in meeting objectives for reliable financial and performance reporting. Participants will gain a better understanding of performance measurement and financial and managerial analysis. Who Takes This Course: This course is designed for financial management professionals seeking support for taking the required exams for Certified Government Financial Manager (CGFM ) certification. Understand the need for and practice of internal control Learn about techniques for managing cash, investments, loan programs, inventory, procurement, property management, and systems Meet the responsibilities of government managers in providing accountability for the public trust Understand how and what kind of audits are conducted in government The Internal Control Process Auditing Performance Measurement and Reporting Financial and Managerial Analysis Techniques Financial and Managerial Concepts, Controls, and Techniques as Applied to Specific Activities Course days $689 May 3-4, Jul 20-21, Aug 3-4, Aug 31-Sep 1, Oct 19-20, Nov 28-29, Feb 5-6, Mar 1-2, Apr 5-6, May 3-4, Jun 7-8, Field of Study: Auditing (Governmental) SUGGESTED Governmental Environment REGISTER TODAY COURSE FORMAT: Lecture, discussion, and exercises COURSE FORMAT: Lecture, discussion, and exercises For open enrollment training, call or visit For group onsite training (15 individuals or more), call 800.AGA.7211 or visit 82 Printed content subject to change. 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44 FINANCIAL MANAGEMENT Certified Internal Auditor (CIA ) Preparatory Course Certified Government Auditing Professional (CGAP ) Preparatory Course No matter your role in financial management, we ll help you navigate the path that best meets your professional goas while continually unlocking talents to advance your skills throughout your career. Follow the Training Course Guide below and consider the alternative routes that incorporate analytics and leadership skills to make you a well-rounded professional in your organization. TRAINING COURSE GUIDE This course is designed for those interested in preparing for the CIA exam by taking a five-day course that covers the three essential parts of the CIA certification. This course utilizes the IIA s CIA Learning System, an interactive print and web-based review program that teaches and reinforces the entire global CIA exam syllabus in a flexible, on-demand format. Who Takes This Course: This course is designed for internal audit professionals who learn best in a structured setting, enjoy peer discussion and live instruction from a qualified facilitator, and have the desire to compare ideas and notes with internal auditors in other companies who are addressing the same challenges. This course is designed to help build confidence to take the Certified Government Financial Manager (CGFM ) exam and become a Certified Government Auditing Professional (CGAP ), as designated by the Institute of Internal Auditors (IIA). Earning the CGAP Certification demonstrates knowledge and understanding of the unique features of public-sector internal auditing. Who Takes This Course: This course is for anyone preparing to the Certified Government Financial Manager exam and become a Certified Government Auditing Professional. Visit to learn more about Financial Management courses, schedules, and registration information. Journey to Success for Financial Management Professionals Develop knowledge and understanding of The IIA Standards for successful performance of internal audits Learn the International Professional Practices Framework (IPPF) critical to performing internal audits in all organizations and passing the CIA exam Learn to assist management of organizations being audited to have the most successful receipt of an internal audit Learn the practices and skills for the successful performance of internal audits. Understand how to use technology to support the internal auditor Become familiar with ways in which an organization can adapt to better compete in the global marketplace Understand the IIA Code of Ethics and the importance of the actions of internal auditors in performance of audits Learn to correctly evaluate and suggest improvements to the effectiveness of risk management, control, and governance processes throughout the organization Part I: Internal Audit Basics Part II: Internal Audit Practice Part III: Internal Audit Knowledge Elements Course days $2,059 Sep 18-22, Dec 11-15, Mar 19-23, Jun 4-8, NASBA CPE CREDITS: 40 Field of Study: Auditing CEU CREDITS: 3.2 CLP CREDITS: 40 COURSE FORMAT: Lecture, group discussion, and class exercises Understand and apply required standards for governmental auditing Successfully provide a wide range of audit services in the government Use current audit methodologies and techniques in government audits Describe the government auditor s evolving role in accountability and results management Domain I: Auditing Standards and Control/Risk Models Domain I: Generally Accepted Government Auditing Standards (GAGAS or GAS) Domain I: Governance in the Public Sector Domain II: Government Auditing Practices Domain III: Government Audit Methodologies and Skills Domain III: Integrity Services by Government Auditors Domain IV: Government Auditing Environment Course days $879 Sep 18-20, Dec 11-13, May 21-23, Field of Study: Auditing (Governmental) COURSE FORMAT: Lecture, discussion, and use of mock CGAP exam questions START Appropriations Law Seminar Internal Control: Meeting Federal Requirements for Accountability The Antideficiency Act Accounting for Revolving Funds and Reimbursables The Federal Budget Process Audit Boot Camp Budgeting and Accounting: Making the Connection Appropriations Law Refresher and Update Appropriations Law for Revolving Funds and Reimbursables Federal Accounting Fundamentals Data Analysis for Financial Managers using Microsoft Excel Analytics Boot Camp Leadership & Management Skills for Non-Managers Briefing and Presentation Skills Advanced Leadership Skills and Techniques KEY FINANCIAL MANAGEMENT COURSES PROFESSIONAL GROWTH COURSES 84 Printed content subject to change. Visit our website for the latest schedule and course information. 85

45 The entire course is critical to my new position I believe it should be the first course taken by new Federal grants management specialists. GA Participant Feedback: Uniform Administrative Requirements for Federal Grants (Page 94) Grants & Assistance Whether you issue or receive Federal grant dollars, you need to maintain knowledge and understanding of the laws and regulations, especially the Uniform Guidance (2 CFR 200), that govern the awards you touch. Enhance your ability to conduct risk assessment and mitigation, remain accountable to your stakeholders, and provide transparency on how and why your organization spent each Federal dollar at the same time. With our comprehensive curriculum, you ll gain knowledge on the full grants lifecycle and receive the continuous learning you need to be a stand-out in the grants community. NEW COURSES Advanced Cost Principles (Page 96) Appropriations Law for Federal Grants (Page 97) Federal Assistance Law (Page 97) Federal Grants Update (Page 102) Internal Controls for the Federal Grants Community (Page 98) Subawarding for Pass-Through Entities (Page 93) Keep up with the latest trends in the grants community with our blog

46 Whether you work for a Federal agency, pass-through entity, or recipient organization, enhance the knowledge and capabilities you need as a grants professional with the Grants Management Certificate Program TM. Use this recommended training path to plan your journey through the GMCP TM, or visit to view the entire list of available courses as well as schedule and registration information. TRAINING COURSE GUIDE Introduction to Grants and Cooperative Agreements for Federal Personnel REMOTE VIRTUAL GRANTS AND ASSISTANCE Journey to Success through the Grants Management Certificate Program TM FEDERAL TRACK PASS-THROUGH TRACK RECIPIENT TRACK START START START KEY Introduction to Grants & Cooperative Agreements for Federal Personnel* Monitoring Federal Grants & Cooperative Agreements for Federal Personnel* GRANTS AND ASSISTANCE COURSES *GMCP TM Core Course Subawarding for Pass-Through Entities* Managing Federal Grants & Cooperative Agreements for Recipients* Uniform Administrative Requirements for Federal Grants: 2 CFR 200 (Subparts A through D)* Cost Principles for Federal Grants: 2 CFR Part 200 (Subpart E) and FAR 31.2* Performance Measurement for Federal Grants Under 2 CFR 200 Audit of Federal Grants and Cooperative Agreements: 2 CFR 200 (Subpart F) Procuring Goods and Services Under Federal Grants Evaluating Cooperative Federal Agreements Funds Management & Capabilities Substantial of Involvement Recipients and Subrecipients FEDERAL TRACK PASS-THROUGH TRACK RECIPIENT TRACK Applying for Federal Grants & Cooperative Agreements* Continue your grants management education This course provides a framework for participants to learn more in-depth information about the grant process, setting the stage for specialization in any aspect of the process. Participants gain a basic, working knowledge of the assistance process from preaward through closeout. This is a core course in the Federal Track of the GMCP and is frequently scheduled with Monitoring Grants and Cooperative Agreements for Federal Personnel. Who Takes This Course: Federal agency grants and program officials who award or oversee grants and cooperative agreements, including grants management specialists, grants officials, project officers, and agreements technical representatives, will benefit from this course. Identify who is responsible at key stages during the grants process Discuss the legal authorities governing Federal assistance programs Review the governmentwide program announcement template Explore the technical review process for applications Negotiate terms and conditions on a hypothetical grant Practice providing technical assistance on postaward administrative requirements Discuss audit requirements applicable to recipients of Federal funds Determine the appropriate course of action at the end of the grant period The Modern Concept of Federal Assistance History of Assistance The Modern Concept of Assistance Types of Grants Cooperative Agreements The Assistance Process Lesson Review Legislative and Budgetary Foundations of Assistance Programs Statutory Program Authorization The Budget Process and Its Relationship to Grants Lesson Review Authorities That Govern Federal Assistance Awards Overview of the Grants Requirements Framework Rulemaking Under The Administrative Procedure Act Program Requirements Uniform Guidance Lesson Review Grants Management Certificate Program Informing Applicants About Your Grant Program Locations for Publishing Grant Program Information Required Contents of Synopses and Announcements Information the Agency Should Request from Applicants in the Application Instructions Technical Assistance During the Application Process Lesson Review Application Receipt, Review, and Selection for Funding Process Overview Application Receipt and Initial Screening The Review Process Making Final Selections Lesson Review Award Terms, Negotiation, and Notification Federal Award Document Contents Award Terms and Conditions Negotiation Issues The Legal Status of Grant Awards Notification Procedures Lesson Review Maintaining Files Agency Files Organizing the Official Grant File Lesson Review Postaward Administration Providing Technical Assistance Prior Approvals Program Performance Reports Continuation Applications Property Requirements Procurement Procedures Lesson Review Audits Background Audit Process Lesson Review End of the Grant Issues Options at the End of the Grant Period Closeout Renewal Applications Unfunded Extensions Lesson Review After the Grant Records Retention and Access Audit Disallowances and Followup Lesson Review Course days $929 *Remote Seats Available Mar 5-7, Chicago, IL Oct 16-18, Oct 30-Nov 1, Apr 23-25, San Diego, CA Nov 13-15, San Francisco, CA Apr 9-11, Seattle, WA Jul 17-19, *Sep 11-13, *Oct 23-25, *Jun 4-6, *Aug 21-23, *Oct 2-4, *Nov 13-15, *Dec 4-6, *Jan 8-10, *Feb 26-28, *Mar 12-14, *May 14-16, VIRTUAL 3 days $929 See our website for the latest schedule. Field of Study: Specialized Knowledge and Applications Monitoring Federal Grants and Cooperative Agreements for Federal Personnel Uniform Administrative Requirements for Federal Grants Cost Principles for Federal Grants COURSE FORMAT: Lecture, discussion, handson practical exercises, and case studies Management Concepts

47 GRANTS AND ASSISTANCE GRANTS AND ASSISTANCE Monitoring Federal Grants and Cooperative Agreements for Federal Personnel REMOTE VIRTUAL Applying for Federal Grants and Cooperative Agreements REMOTE VIRTUAL Participants develop working familiarity with a risk-based approach to monitoring, apply techniques for assessing recipients, and gain insight into potential problem areas in grants administration to ensure proper spending of Federal funds on approved activities. This is a core course in the Federal Track of the GMCP and is frequently scheduled with Introduction to Grants and Cooperative Agreements for Federal Personnel. Who Takes This Course: Federal personnel responsible for the administrative, financial, or performance monitoring of grant recipients, including grants management specialists, grants officials, project officers, and agreement technical representatives will benefit from this course. Prioritize monitoring based on program risk factors Evaluate hypothetical grant scenarios to determine whether prior approval is required Analyze recipient progress and financial reports to identify deficiencies and potential problem areas Identify weaknesses in recipient internal controls through a mock site visit Use the Federal Audit Clearinghouse database and single audit reports as a monitoring tool Determine appropriate special conditions for highrisk recipients Analyze scenarios illustrating recipient waste, fraud, and abuse in Federal programs, and determine appropriate responses Practice negotiating the resolution of problems that arise during grant performance Grants Management Certificate Program Introduction to Monitoring Overview of Monitoring Monitoring Awards Against the Federal Award Agreement Requirements The Monitoring Plan Documenting Monitoring Lesson Review Prior Approvals & Changes Prior Approval Requirements Procedures for Requesting and Granting Prior Approval Monitoring Prior Approvals Changing Recipient Institutions Lesson Review Progress, Financial, & Property Reports Reports Progress Reports Financial Reports Property Reports Acting on Reports Documenting the Report Review and Follow-Up Lesson Review National Policy Requirements for Grant Recipients Agency Duty to Enforce Compliance Issues Overview of Compliance Issues Audit Reports Audits of Federal Grants Using Audits and the Clearinghouse Database as Monitoring Tools Audit Resolution Lesson Review Site Visits Collect Information to Select Projects for On-Site Monitoring Collect Information to Prepare for the Site Visit Collect and Analyze Information On-Site Postvisit Phase Desk Reviews as an Alternative When Travel Budgets Are Limited Lesson Review Assisting Recipients & Resolving Problems Typical Problems under Federal Grants Recipients with Higher Risk Remedies for Noncompliance Pursuing the Recovery of Funds Negotiation and Alternative Dispute Resolution in the Grants Environment Lesson Review Course days $809 *Remote Seats Available Mar 8-9, Chicago, IL Oct 19-20, Nov 2-3, Apr 26-27, San Diego, CA Nov 16-17, San Francisco, CA Apr 12-13, Seattle, WA Jul 20-21, *Sep 14-15, *Jul 13-14, VIRTUAL 2 days $809 See our website for the latest schedule. Field of Study: Specialized Knowledge and Applications SUGGESTED Introduction to Grants & Cooperative Agreements for Federal Personnel Uniform Administrative Requirements for Federal Grants Cost Principles for Federal Grants Audit of Federal Grants and Cooperative Agreements COURSE FORMAT: Lecture, discussion, hands-on practical exercises, case studies, and final exam Participants develop the skills they need to successfully identify assistance opportunities, develop workable project plans, submit competitive applications, and compare grant program requirements to help determine which opportunities best match their needs and capabilities. Instructors will also cover the Federal review process. This is a core course in the Recipient Track of the GMCP and is frequently scheduled with Managing Federal Grants and Cooperative Agreements for Recipients. Who Takes This Course: Current and potential recipient personnel responsible for identifying funding opportunities and developing applications for Federal grants and cooperative agreements will benefit from this course. Learn the basic workings of the assistance process Explore the primary sources of information on Federal funds, including Grants.gov and the Catalog of Federal Domestic Assistance Practice locating possible sources of Federal funding for a hypothetical project Analyze the impact of statutory, regulatory, and other legal requirements on assistance programs Discuss how to develop an application that meets awarding agency specifications Learn what happens at the Federal agency after applicants submit their proposals How the Federal Grants System Works What is a Grant? The Discretionary Grant Process Grant Award Notices Rules that Apply to Federal Grants Programmatic Rules Administrative Rules Which Programmatic and Administrative Rules Apply to My Project and Where Can I Find Them? Who is Watching? How to Locate Sources of Funding Finding Funding Sources Online Step 1: Use the Catalog of Federal Domestic Assistance to Identify Programs of Interest Step 2: Use Grants.gov to Locate Current Funding Opportunities Step 3a: Review Full Program Announcement and Access Application Package Step 3b: Use Agency Websites to Investigate Programs and Funding Opportunities Step 4: Notification of Funding Opportunities How to Assess Funding Opportunities Conducting Research Are You Eligible? Does Your Project Fit the Program? Is It Likely You Will Receive an Award? Grants Management Certificate Program How to Evaluate the Impact a Grant Award Will Have on Your Organization Issues to Consider Assessing Programmatic Impact Assessing Organizational Impact Assessing the Monetary Impact Determining Whether to Apply for a Grant How to Develop an Application The Grant Application Application Requirements Developing an Action Plan Developing an Effective Application Selecting Key Personnel The Project Narrative The Budget Assurances and Certifications Submitting Your Application Freedom of Information Act Considerations Obtaining Technical Assistance How the Evaluation and Award Process Works What Happens After I Submit My Application? The Business Review The Technical Merit Review Review Criteria Applicants that Don t Meet the Review Criteria Scoring, Ranking, and Selecting Applications for Awards What to Do If Your Application Isn t Funded Notification, Resubmission, and Appeals Becoming a Grant Reviewer ADDITIONAL COURSES for more effective applications How to Write the Application Narrative Course 2060 How to Prepare the Grant Application Budget Course Course days $809 *Remote Seats Available Feb 26-27, Chicago, IL Nov 27-28, Jul 10-11, Houston, TX Sep 18-19, Portland, OR Dec 18-19, San Diego, CA Aug 21-22, San Francisco, CA Oct 16-17, Seattle, WA Apr 16-17, Oct 2-3, *Mar 26-27, VIRTUAL 2 days $809 See our website for the latest schedule. Field of Study: Specialized Knowledge and Applications Managing Federal Grants and Cooperative Agreements for Recipients Uniform Administrative Requirements for Federal Grants Cost Principles for Federal Grants COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and final exam 90 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

48 GRANTS AND ASSISTANCE GRANTS AND ASSISTANCE Managing Federal Grants and Cooperative Agreements for Recipients REMOTE VIRTUAL Subawarding for Pass-Through Entities REMOTE VIRTUAL Participants develop a working knowledge of issues that affect day-to-day operations and management of Federal grants. This course covers a broad range of topics from interactions with Federal officials during site visits to managing cost-share contributions throughout the period of performance. This is a core course in the Pass-Through and Recipient Tracks of the GMCP and is frequently scheduled with Applying for Federal Grants and Cooperative Agreements. Who Takes This Course: Recipient and subrecipient personnel responsible for grant project administration and decision making as well as staff charged with developing and implementing institutional policies and procedures will benefit from this course. Determine applicable statutory and regulatory authorities and discuss their impact on grants administration Describe the significance, applicability, and structure of the Uniform Guidance Examine valuation of cost-sharing contributions Discuss new governmentwide financial and progress reporting forms Evaluate proposed changes in budget and scope to determine whether prior approval by the awarding agency is required Explore how agencies and auditors review internal controls through site visits Apply knowledge gained in the course in a simulated negotiation with agency personnel over grant terms and conditions Introduction The Grant Lifecycle The Players Recipient Management Concerns Federal Award Document Reading the Federal Award Document Legal Authorities Payment Procedures Cost-Sharing/Matching Contributions Program Income Award Terms and Conditions Developing a Grant Project Management Plan Applying Basic Project Management Principles to Your Grant Project Plan Using the Budget to Manage the Project The Relationship of the Grant Project Management Plan to Grant, Federal, and Organizational Requirements Reporting on Project Performance Why Do Awarding Agencies Care About Performance? Tracking Progress Prepare the Report Grants Management Certificate Program Changes in Budget and Scope Prior Approval Requirements Procedures for Requesting and Granting Prior Approval Subrecipients, Contractors, & Beneficiaries Distinguishing Among Subrecipients, Contractors, and Beneficiaries Awarding and Administering Subawards Administering Contracts Administering Awards with Beneficiaries Other Grants Management Issues Documentation and Recordkeeping Financial Reporting Property Management Single Audits Continuation Applications Interacting with the Awarding Agency What Is the Agency s Role? How Do Agencies Monitor Recipients? Site Visits Audits Agency Sanctions Agency Involvement in Cooperative Agreements Federal Ethics Regulations End of the Grant Issues Options at the End of the Grant Period Closeout Renewal Applications Unfunded Extensions Evaluating Your Management of Grants Conducting a Self-Evaluation Developing and Implementing a Corrective Action Plan Negotiating Your Next Grant Negotiable Issues Tips for Successful Negotiation Course days $929 *Remote Seats Available Feb 28-Mar 2, Chicago, IL Nov 29-Dec 1, Jul 12-14, Houston, TX Sep 20-22, Orlando, FL Dec 11-13, Phoenix, AZ Oct 23-25, San Diego, CA Aug 23-25, San Francisco, CA Oct 18-20, Seattle, WA Apr 18-20, May 23-25, Oct 17-19, VIRTUAL 3 days $929 See our website for the latest schedule. Field of Study: Specialized Knowledge and Applications SUGGESTED Applying for Federal Grants & Cooperative Agreements Uniform Administrative Requirements for Federal Grants Cost Principles for Federal Grants Subawarding for Pass-Through Entities COURSE FORMAT: Lecture, discussion, hands-on practical exercises, case studies, and final exam State and local governments, universities, and nonprofit organizations pass through millions of Federal grant dollars to entities performing substantive work in support of award goals and objectives every year. These subawards are the focus of increasing scrutiny from agency inspectors general, auditors, and Federal awarding offices. This course covers the key areas of focus for Pass-Through personnel, from maintaining a compliant subaward process to implementing effective monitoring measures. This is a core course in the Pass-Through Track of the Grants Management Certificate Program. Who Takes This Course: Pass-through organization staff involved in developing and administering subgrant programs will benefit from this course. Distinguish between subrecipients and contractors and determine how the relationship affects agreement provisions and oversight Understand the impact of 2 CFR 200 on subaward administration Critique a Subaward Request for Applications Explain how to conduct a pre-award risk assessment Evaluate a sample subaward agreement Identify the appropriate monitoring responsibilities and reporting requirements while using risk-based techniques, in order to evaluate subrecipient performance Determine the appropriate action when faced with subrecipient noncompliance or failure to make adequate progress toward project goals Examine and make decisions about continuations, closeouts, and improvements to your subaward agreements and future monitoring plans Grants Management Certificate Program Understanding the Nature of Pass-Through Grant Programs Defining the Pass-through Program Distinguishing Subrecipients from Contractors Module Capstone: Identifying Subrecipients, Contractors, and Beneficiaries Expectations for Pass-Through Entities Accountability in a Pass-Through Context Necessary Authorizations For You and Your Subrecipients Rules That Govern Subawards Pre-award: Solicitation Plan for Solicitation Developing Requests For Applications Advertise the RFA Pre-award: Evaluation and Risk Assessment Designing and Maintaining an Application Review System Assessing Risk Award Procedures Module Capstone: How to Select a Non-Perfect Subrecipient Pre-award: Sub-award Agreements Defining a Subaward Agreement Applicable Legal Authorities Financial Terms and Conditions Using Audits and the Federal Audit Clearinghouse as Monitoring Tools Post-award: Monitoring Responsibilities Why Pass-Through Entities Monitor Subrecipients Laying the Groundwork for Effective Monitoring Developing the Monitoring Plan The Connection Between Reporting, Monitoring, and Documenting Progress Reporting Reporting Exercise: Module Capstone Reviewing Reports Post-award: Resolving Problems Typical Problems Under a Subaward Post-award: Continuation and Closeout Awarding Continuation Funding Closing Out the Subaward Course days $809 *Remote Seats Available Sep 25-26, Chicago, IL May 14-15, Aug 14-15, Las Vegas, NV Nov 13-14, Orlando, FL Oct 16-17, *Apr 23-24, Jul 17-18, Dec 11-12, Mar 12-13, *Jun 4-5, VIRTUAL 2 days $809 See our website for the latest schedule. Field of Study: Specialized Knowledge and Applications SUGGESTED Managing Federal Grants and Cooperative Agreements for Recipients Uniform Administrative Requirements for Federal Grants Cost Principles for Federal Grants COURSE FORMAT: Lecture, discussion, case studies, hands-on practical exercises, and final exam 92 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

49 GRANTS AND ASSISTANCE GRANTS AND ASSISTANCE Uniform Administrative Requirements for Federal Grants REMOTE ONLINE VIRTUAL Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR 31.2 REMOTE ONLINE VIRTUAL Participants gain a fundamental understanding of the provisions of the Uniform Guidance (2 CFR 200) governing preaward, postaward, and closeout phases of Federal grants, cooperative agreements, and subawards. These administrative requirements are the cornerstone of Federal agency administrative grants regulations. This is a core course in all tracks of the GMCP and is frequently scheduled with Cost Principles for Federal Grants. Who Takes This Course: Anyone who needs to understand the fundamental rules governing Federal assistance will benefit from this course. Explain how 2 CFR 200 consolidates and modifies previous administrative requirements Locate and apply specific provisions to actual administrative issues Review recipient financial system procedures to assess compliance with the requirements Identify standards for title, use, and disposition of real and intangible property, equipment, and supplies Decide when grant records can be discarded Use the administrative requirements to guide corrective actions and enforcement measures Determine which contract clauses are required on contracts under grants Introduction to the Uniform Administrative Requirements Significance and Applicability of the Uniform Administrative Requirements History of the Uniform Administrative Requirements Structure of the Uniform Guidance General Provisions of the Uniform Guidance (2 CFR 200 Subparts A and B) Acronyms and Definitions in the Uniform Guidance (2 CFR 200, Subpart A) General Provisions of the Uniform Guidance (2 CFR 200, Subpart B) Pre-Federal Award Requirements and Contents of Federal Awards (2 CFR 200 Subpart C) Federal Award Instruments Notices of Federal Financial Assistance Merit Review Process Pre-award Risk Assessment Application Forms Specific Conditions Certifications and Representations Federal Award Document Information that Becomes Public Grants Management Certificate Program Financial and Program Management Standards (2 CFR 200, Subpart D Subtitle I) Statutory and National Policy Requirements Performance Measurement Financial Management Internal Controls Bonds, Payment, Cost Sharing or Matching, and Program Income Revision of Budget and Program Plans, and Period of Performance Module Capstone: Reviewing a System Against the Administrative Requirements Property Standards (2 CFR 200, Subpart D Subtitle II) Property Definitions Property Management Standards Subrecipient and Contractor Determinations Procurement Standards (2 CFR 200, Subpart D Subtitle III) Procurements by States Procurements by Others Contract Provisions Module Capstone: Revising Procurement Policies Performance and Financial Monitoring and Reporting (2 CFR 200, Subpart D Subtitle IV) Financial Reporting Program Performance Reporting Real Property Reporting Subrecipient Monitoring and Management (2 CFR 200, Subpart D Subtitle V) Subrecipient and Contractor Determinations Requirements for Pass-Through Entities Record Retention and Access Retention Requirements for Records Transfer and Storage Requirements for Records Remedies for Noncompliance (2 CFR 200, Subpart D Subtitle VII) Remedies for Noncompliance Termination Process Module Capstone: Using the Administrative Requirements to Resolve Termination and Enforcement Issues Closeout Requirements (2 CFR 200, Subpart D Subtitles VIII-X) Closeout Process Post-Closeout Requirements Course Capstone Course Capstone: Finding Answers in the Administrative Requirements Course days $809 *Remote Seats Available Austin, TX Boston, MA Chicago, IL Dallas, TX Fort Worth, TX Las Vegas, NV Orlando, FL Philadelphia, PA Phoenix, AZ Portland, OR San Francisco, CA Seattle, WA * * ONLINE 6 weeks $899 See our website for the latest schedule and credit information. VIRTUAL 2 days $809 See our website for the latest schedule. Field of Study: Specialized Knowledge and Applications SUGGESTED Monitoring Federal Grants and Cooperative Agreements for Federal Personnel Managing Federal Grants and Cooperative Agreements for Recipients Subawarding for Pass-Through Entities COURSE FORMAT: Lecture, discussion, hands-on practical exercises, case studies, and final exam Successful grants managers should have an understanding of the Federal cost principles and how they affect oversight, including budget development and review, spending decisions, site visits and desk reviews, and audits. Participants gain a firm grounding in the concepts central to the cost principles, as well as practical experience applying cost principles to differing recipient types. This is a core course in all tracks of the GMCP. Who Takes This Course: Anyone involved in grant-related financial actions will benefit from this course. Review factors affecting allocability of costs Apply appropriate tests to determine whether costs are reasonable Classify costs as typically direct or indirect Use the cost principles as reference tools to answer questions about allowability for sample selected items of cost, determine whether those sample costs are direct or indirect, and support answers with citations Review grant application budgets to determine cost allowability Analyze spending decisions to determine whether they are allowable Gain insight into grant cost disallowances by exploring agency and court decisions Development and Applicability of the Cost Principles Development of Governmentwide Cost Principles Cost Principles Applicability Basic Concepts Allowability Reasonableness Allocability Direct and Indirect Costs Selected Items of Cost Complex Questions Relating to Allowability Using and Applying the Cost Principles on the Job Budget Development and Review Spending Decisions Documenting Costs Site Visits Audits and Audit Resolution If you took Uniform Administrative Requirements for Federal Grants and Cost Principles for Federal Grants prior to implementation of 2 CFR 200, taking this course will help you to understand the changes. Grants Management Certificate Program Course days $809 *Remote Seats Available Austin, TX Boston, MA Chicago, IL Dallas, TX Fort Worth, TX Las Vegas, NV Orlando, FL Philadelphia, PA Phoenix, AZ Portland, OR San Francisco, CA Seattle, WA * * ONLINE 7 weeks $929 See our website for the latest schedule and credit information. VIRTUAL 2 days $809 See our website for the latest schedule. Field of Study: Specialized Knowledge and Applications SUGGESTED Uniform Administrative Requirements for Federal Grants: 2 CFR 200 Advanced Cost Principles: Avoiding Problem Areas & Responding to Questioned Costs COURSE FORMAT: Lecture, discussion, hands-on practical exercises, case studies, and final exam 94 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

50 GRANTS AND ASSISTANCE GRANTS AND ASSISTANCE Advanced Cost Principles REMOTE VIRTUAL Federal Assistance Law Appropriations Law for Federal Grants This course builds on knowledge and skills taught in Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR 31.2 course. Participants explore common problem areas in charging costs to grant awards and what is required to properly document spending decisions to defend against disallowances. Participants also gain knowledge on resolving of questioned costs. This is an elective course in all tracks of the GMCP. Who Takes This Course: Grant recipient accountants and project managers, auditors, Federal monitoring staff, or anyone responsible for making and documenting decisions about the allowability of complex costs under a Federal grant will benefit from this course. In this challenging course, participants develop an in-depth understanding of the legal underpinnings of Federal assistance through analyzing and discussing actual court cases and appeals board decisions. Participants discuss how statutory authorities, regulations, and agency rules impact how grant funds may be administered at the award and sub-award levels. This is an elective course in all tracks of the GMCP. Who Takes This Course: Recipient, pass-through, and Federal personnel interested in how legal issues affect Federal grants administration will benefit from this course. Participants investigate appropriations law for Federal grants, as established in constitutional, statutory, and case law, and covered in portions of Chapter 10 of the Government Accountability Office (GAO) Red Book (Principles of Federal Appropriations Law). Participants gain an understanding of the Federal budget process and when appropriated funds are available. This is an elective course in the Federal track of the GMCP. Who Takes This Course: Federal staff who need to understand appropriations law as it applies to grant programs will benefit from this course. Review and discuss complex cost allowability issues raised in agency appeals board decisions and Inspector General reports Apply a cost justification framework to support decisions about complex costs Debate a cost allowability issue Resolve questioned costs following an audit Major Areas of Cost Disallowances Common Problem Areas Compensation Conflicts of Interest and Less-than- Arms-Length Transactions Cost Sharing/Matching Indirect Cost/Cost Allocation Issues Questioned Costs Under Subawards How to Approach Costs Not Covered in the Cost Principles Dealing with Questioned Costs What Happens When a Cost is Questioned? Developing a Supportable Decision Defending Cost Allowability Decisions Grants Management Certificate Program Course day $639 *Remote Seats Available Austin, TX Chicago, IL Dallas, TX Orlando, FL Philadelphia, PA Phoenix, AZ San Francisco, CA * VIRTUAL 1 day $639 See our website for the latest schedule. NASBA CPE CREDITS: 8 Field of Study: Auditing (Governmental) Course Level: Advanced CEU CREDITS: 0.6 CLP CREDITS: 8 SUGGESTED Cost Principles for Federal Grants Audit of Federal Grants and Cooperative Agreements COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and case studies BREAKING NEWS Our Internal Controls Suite is Now Complete Gain the knowledge you need to reduce the risk of waste, fraud, and mismanagement of Federal dollars. INTERNAL CONTROLS CURRICULUM NEW COURSE Manage Risk Through Effective Enterprise Risk Management Course 5810 NEW COURSE Internal Controls for the Federal Grants Community Course 2068 Internal Control Over Financial Reporting Course 5812 Training Modalities Internal Controls for Managers Course 5142 Internal Controls: Meeting Federal Requirements for Accountability Course 5112 Overview of Internal Control Guidance Course 5108 REMOTE SEATS VIRTUAL For more information on courses and schedules, visit Explore the legal basis for awarding grants and cooperative agreements. Consider the legal differences between grants and contracts Discuss how statutes, regulations, and judicial decisions impact everyday grant and cooperative agreement administration Analyze Federal court and agency appeals board cases focusing on issues such as protections under the Privacy Act, rights under the Freedom of Information Act, and interpretations of statutory requirements by awarding agencies Identify penalties that may be imposed on recipients that fail to comply with Federal requirements Introduction to the American Legal System Legal Bases for Providing Assistance Evolution of the Modern Conception of Assistance The Funding Process Funds in the Hands of the Recipient Executive and Agency Rules Enforcement of Grant Agreements and Legal Remedies Avenues for Recipient Appeal of Adverse Agency Decisions Judicial Review Grants Management Certificate Program Course days $929 Jul 24-26, Aug 8-10, Fort Worth, TX Oct 2-4, San Francisco, CA Dec 11-13, Mar 27-29, Jul 10-12, Sep 12-14, Oct 31-Nov 2, Feb 6-8, Apr 30-May 2, Jun 12-14, Field of Study: Business Law Course Level: Advanced SUGGESTED Introduction to Grants and Cooperative Agreements for Federal Personnel Managing Federal Grants and Cooperative Agreements Appropriations Law for Federal Grants COURSE FORMAT: Lecture, discussion, and case studies Review court cases, GAO decisions, and statutes relating to issues such as First Amendment limits on congressional authority and lapse of budget authority Analyze questions of obligation timing Explore how an agency identifies and deals with each of the availability requirements Agency Authorization to Award Assistance Terminology The Budget and Appropriation Process Rules Governing Funds Availability Obligation of Funds Principles of Cost Sharing Grants Management Certificate Program Course day $639 Jul 27, Aug 11, San Francisco, CA Dec 14, Mar 30, Jul 13, Sep 15, Nov 3, Feb 9, Jun 15, NASBA CPE CREDITS: 8 Field of Study: Business Law CEU CREDITS: 0.6 SUGGESTED Introduction to Grants and Cooperative Agreements for Federal Personnel Federal Assistance Law Closeout of Grants for Federal Personnel COURSE FORMAT: Lecture, discussion, and case studies 96 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

51 GRANTS AND ASSISTANCE GRANTS AND ASSISTANCE Cooperative Agreements & Substantial Involvement Internal Controls for the Federal Grants Community Financial Administration of Federal Grants for Recipients Developing & Monitoring Indirect/F&A Cost Rate Proposals Under 2 CFR 200 REMOTE VIRTUAL REMOTE VIRTUAL Participants gain in-depth experience with cooperative agreements and the key feature that distinguishes these instruments from other award options: awarding agency involvement. Participants discuss how to establish parameters for an awarding agency s involvement, including monitoring and liability considerations. This is an elective course in the Federal track of the GMCP. Who Takes This Course: Federal personnel responsible for determining the appropriate award instrument, drafting cooperative agreement program announcements or award documents, and/or managing agency involvement in cooperative agreements will benefit from this course. The grants community recognizes the need to improve its internal controls over all aspects of grant awards. Participants gain a foundational understanding of internal controls, GAO standards, and risk management considerations. Participants then apply these concepts in the grants context, covering financial, performance, and policy internal control requirements under 2 CFR 200. Participants review sample policies for compliance with 2 CFR 200, and develop an internal control process to address identified risks. This is an elective course in all tracks of the GMCP. Who Takes This Course: Grants managers seeking to improve their organization s internal controls will benefit from this course. In this course, participants develop a working understanding of how to financially administer grants and learn techniques for meeting their fiscal obligations throughout the grant lifecycle. Participants gain experience identifying financial administration award requirements for Federal awards, preparing financial reports, and self-evaluation. This is an elective course in the Pass-Through and Recipient Tracks of the GMCP. Who Takes This Course: Grant recipient personnel responsible for financialrelated tasks on Federal awards will benefit from this course. Participants receive a fundamental understanding of the issues involved in developing, negotiating, and monitoring indirect cost (IDC) rates (also called Facilities and Administrative rates) at local governments, universities, and nonprofit organizations. Participants gain practical experience calculating and negotiating rates under the Uniform Guidance (2 CFR 200). This course also teaches participants to evaluate and select IDC methods. This is an elective course in all tracks of the GMCP. Who Takes This Course: Personnel and independent accountants responsible for developing or monitoring indirect cost rates. Auditors and others with oversight of Federal grant awards will benefit from this course. Apply the to select the appropriate funding instrument Identify agency activities that constitute substantial involvement Draft clear, complete explanations of agency involvement for program announcements Determine whether a cooperative agreement award includes all required elements Explore liability issues and understand appropriate limits on substantial involvement Identify appropriate circumstances for converting a grant to a cooperative agreement Substantial Involvement in Cooperative Agreements Drafting Cooperative Agreement Award Documents Monitoring Cooperative Agreements and Agency Involvement Converting the Award Instrument Use and Misuse of Cooperative Agreements Grants Management Certificate Program Course day $639 Chicago, IL Aug 18, Aug 7, Aug 4, Mar 26, Sep 11, Oct 30, Feb 5, May 7, Jun 11, NASBA CPE CREDITS: 8 Field of Study: Specialized Knowledge and Applications PDU CREDITS: 7 CEU CREDITS: 0.6 SUGGESTED Introduction to Grants and Cooperative Agreements for Federal Personnel Federal Grants Update Federal Assistance Law Advanced Cost Principles COURSE FORMAT: Lecture, discussion, hands-on practical exercises Describe the need for grantor and recipient internal controls Discuss what is necessary to remain in compliance with internal control standards, laws, and regulations List the governing authorities that apply to internal controls and how they apply to the overall internal control process Discuss risk in the Federal government and the roles of risk assessment and risk management Develop internal control policies and procedures for your organization that will meet internal control requirements, including 2 Code of Federal Regulations (CFR) 200 and program and awardspecific requirements Communicate controls to stakeholders Explain how internal controls are tested in an Internal Control Review (ICR) Understanding Internal Controls COSO and GAO Internal Control Standards Legal Requirements and the Internal Control Process Risk Assessment Ensuring Policies & Procedures Meet Internal Control Requirements Communicating Controls to Stakeholders Conducting an Internal Control Review Grants Management Certificate Program Course days $809 *Remote Seats Available Chicago, IL May 16-17, *Apr 25-26, Mar 14-15, VIRTUAL 2 days $809 See our website for the latest schedule. Field of Study: Specialized Knowledge and Applications SUGGESTED Introduction to Federal Grants Uniform Administrative Requirements for Federal Grants Cost Principles for Federal Grants Audit of Federal Grants and Cooperative Agreements Evaluating Federal Funds Management Capabilities of Recipients and Subrecipients Detecting and Preventing Fraud on Federal Grant Projects COURSE FORMAT: Lecture, discussion, and individual and group exercises Examine a notice of grant award to identify provisions that impact financial administration Relate an approved project budget to a chart of accounts Calculate cost share and program income Properly track and charge costs across multiple programs Prepare financial reports that meet Federal requirements Determine if prior approval of expenditures is required Gain perspective for selfevaluation by creating a financial management desk review checklist, conducting a desk review of a sample recipient, and developing a list of findings and recommendations Federal Requirements and Your Financial Management System Preaward Considerations Revenue and Income Handling Project Costs Reporting and Using Financial Information Closing Out the Grant Applying Lessons Learned: Preparing for Third-Party Reviews Course days $809 *Remote Seats Available Albuquerque, NM Austin, TX Chicago, IL Houston, TX Las Vegas, NV San Francisco, CA Seattle, WA * * VIRTUAL 2 days $809 See our website for the latest schedule. SUGGESTED Cost Principles for Federal Grants Procuring Goods and Services Under Federal Grants REQUIRED MATERIALS: Participants must bring a calculator to class. COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and case studies Practice the steps involved in developing and negotiating an IDC rate Select the most appropriate rate type for your organization Identify considerations that are unique to your organization type Introduction Methods for Developing IDC/F&A Rates and Cost Allocation Plans (CAPs) The Proposal Special Considerations for Specific Organization Types Managing Indirect Cost Rate Agreements and CAPs Grants Management Certificate Program Course days $809 Jan 16-17, Chicago, IL Feb 28-Mar 1, May 9-10, San Francisco, CA Nov 8-9, Jul 6-7, Aug 23-24, Feb 20-21, SUGGESTED Cost Principles for Federal Grants Managing Federal Grants and Cooperative Agreements Advanced Cost Principles Financial Administration of Federal Grants for Recipients REQUIRED MATERIALS: Participants must bring a calculator to class. COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and case studies 98 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

52 GRANTS AND ASSISTANCE GRANTS AND ASSISTANCE Performance Measurement for Federal Grants Under 2 CFR 200 Evaluating Federal Funds Management Capabilities of Recipients and Subrecipients Audit of Federal Grants and Cooperative Agreements: 2 CFR 200 (Subpart F) Detecting and Preventing Fraud on Federal Grant Projects REMOTE VIRTUAL ONLINE ONLINE REMOTE VIRTUAL All members of the Federal grants community need to understand how the Uniform Guidance (2 CFR 200) impacts performance measurement. Participants will develop a foundational understanding of performance measurement approaches along with the specific requirements and definitions in the Uniform Guidance as well as other applicable Federal statutes. Participants will also learn how performance measurement affects each phase of the Federal grants lifecycle. This is an elective course in all tracks of the GMCP. Who Takes This Course: Anyone in the grants community awarding and recipient personnel alike who needs to apply performance-based principles to grant projects and programs will benefit from this course. In this course, participants gain the skills needed to determine whether current and prospective Federal award recipients and subrecipients are capable of managing Federal funds. Participants gain an understanding of how to evaluate business management systems, audit findings, and financial statements to determine a recipient/subrecipient s capabilities and deficiencies. This is an elective course in the Federal and Pass-Through Tracks of the GMCP. Who Takes This Course: Federal and Pass-Through Entity personnel involved in evaluating application budgets, exploring audit findings, selecting subrecipients, and reviewing recipient financial management systems will benefit from this course. Participants gain an in-depth understanding of the audit requirements for Federal grants, with a focus on the Single Audit process required under 2 CFR 200 from preparing for an audit and hiring an auditor through audit resolution and a comprehensive view of the perspectives of all parties to the audit process for Federal awards, and how their role correlates with the roles of other players. This is an elective in all tracks of the GMCP. Who Takes This Course: Recipients and subrecipients subject to Federal audit requirements, Federal and pass-through personnel responsible for audit resolution and monitoring recipient compliance with Single Audit requirements, and auditors will benefit from this course. The Government Accountability Office (GAO) has found that billions of Federal grant awards are subject to waste, fraud, and abuse. Participants gain an understanding of potential fraud risks inherent in various programs and entity types, as well as practical experience applying prevention and detection techniques. Participants also cover how instances of fraud are remedied. This is an elective course in all tracks of the GMCP. Who Takes This Course: Federal and Pass-Through Entity personnel responsible for overseeing grant recipients/subrecipients and recipient personnel responsible for grant project administration will benefit from this course. Explain how performance accountability impacts Federal grants planning, implementation, and evaluation Explain how 2 CFR 200 establishes performance measure requirements for all phases of the grant lifecycle Develop a logic model and performance measures Identify elements for a data control system with appropriate internal controls Analyze progress reports and develop a technical assistance plan for improving performance Develop a corrective action plan to improve a non-federal entity s performance Use lessons learned in one project phase to adjust objectives and targets for the next phase The Era of Accountability Fundamentals of Performance Measurement Approaches to Performance Measurement Agency, Program, and Award Planning Pre-Award Requirements Post-Award Requirements Closeout and Post-Closeout Requirements Grants Management Certificate Program Course days $809 *Remote Seats Available Chicago, IL Orlando, FL San Diego, CA * VIRTUAL 2 days $809 See our website for the latest schedule. ONLINE: 5 weeks $899 See our website for the latest schedule. Field of Study: Management Advisory Services Course Level: Advanced PDU CREDITS: 13 SUGGESTED Uniform Administrative Requirements for Federal Grants REQUIRED MATERIALS: Participants should bring a calculator to class. COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and case studies Perform a cost analysis of a grant budget and identify cost areas requiring explanation Explore Federal standards for recipient systems and benchmarks for adequacy Review a recipient/subrecipient s business management systems to identify deficiencies and determine appropriate corrective actions Use audit reports and financial statements to assess a recipient/ subrecipient s management capabilities Introduction Cost Analysis Reviewing Business Management Systems Evaluating Financial Capability Documenting Your Evaluation Grants Management Certificate Program Course days $809 Dallas, TX Las Vegas, NV San Francisco, CA Seattle, WA ONLINE 5 weeks $899 See our website for the latest schedule. (8 hours); Specialized Knowledge and Applications (8 hours) SUGGESTED Uniform Administrative Requirements for Federal Grants: 2 CFR 200 (Subparts A through D) Cost Principles for Federal Grants Detecting and Preventing Fraud on Federal Grant Projects COURSE FORMAT: Lecture, discussion, and hands-on practical exercises Review Single Audit requirements Trace the auditor s steps in conducting an audit Use Single Audit criteria to evaluate the adequacy of an audit reporting package Locate key information in a sample audit reporting package Review sample findings and questioned costs Grant and Cooperative Agreement Audits: Types, Scope, and Guidance Audit Readiness Auditor Procurement Planning and Conducting the Single Audit Single Audit Reporting Audit Followup and Resolution Grants Management Certificate Program Course days $809 *Remote Seats Available Las Vegas, NV Phoenix, AZ San Francisco, CA * VIRTUAL 2 days $809 See our website for the latest schedule.. Field of Study: Auditing (Governmental) SUGGESTED Uniform Administrative Requirements for Federal Grants Cost Principles for Federal Grants Advanced Cost Principles: Avoiding Problem Areas & Responding to Questioned Costs Detecting and Preventing Fraud on Federal Grant Projects COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and case studies Conduct a risk assessment of a sample Federal program Create an effective fraud prevention monitoring process Evaluate and test an entity s internal controls for vulnerabilities Analyze case studies for actions that could have prevented fraud or detected it earlier Review a sample recipient to determine whether fraud is occurring Develop action item lists to improve fraud monitoring Fraud in the Grants Context Fraud Prevention: Risk Assessments Fraud Prevention: Policies and Procedures Fraud Detection: What are You Looking For? Fraud Detection Tools Actions to Take When Fraud is Suspected or Detected Grants Management Certificate Program Course days $809 Oct 30-31, May 7-8, Fort Worth, TX Aug 9-10, Orlando, FL Feb 20-21, San Diego, CA Sep 5-6, Seattle, WA Jul 10-11, Mar 13-14, Aug 28-29, Oct 18-19, Nov 8-9, Field of Study: Specialized Knowledge and Applications SUGGESTED Evaluating Federal Funds Management Capabilities of Recipients and Subrecipients Audit of Federal Grants COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and case studies 100 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

53 GRANTS AND ASSISTANCE Closeout of Grants for Federal Personnel Federal Grants Update Whether you need to award grants, successfully maximize subawards, or learn how to win grants we ll help you acquire the skills and knowledge you ll need throughout your journey. The Training Course Guide below allows you to enhance your grants expertise while continually building skills in other mission-critical areas maximizing your potential and making you an invaluable asset to your organization. TRAINING COURSE GUIDE REMOTE VIRTUAL Federal agencies are under increased scrutiny regarding the number of open grant awards from Congress and the Government Accountability Office (GAO). Those responsible for overseeing grants now more than ever need to exercise rigor in the planning and execution of the closeout process. This course provides participants with a framework and actionable process for overseeing and conducting timely grant closeouts, including essential elements of the process such as final performance reporting and property management. This is an elective in the Federal track of the GMCP. Who Takes This Course: Federal staff responsible for closing out grants within their agency s procedural timeframe will benefit from this course. Members of the Federal grants community need to keep up-to-date with the ongoing changes to the Uniform Guidance (2 CFR 200). This course provides grants professionals with insight into the ongoing changes as well as a preview of upcoming updates. Participants will explore issues and best practices tied to each phase of the grants lifecycle. Instructors will also discuss the most recent Office of Management and Budget (OMB) Audit Compliance Supplement. Who Takes This Course: This course is intended for anyone interested in keeping their grants management knowledge current. Visit to learn more about Grants courses, schedules, and registration information. Journey to Success for Grants Management Professionals Analyze a notice of grant award for closeout requirements Pursue late reports Issue disposition instructions for equipment or property Reconcile cost sharing issues Check final indirect costs Determine how to monitor use of property where a Federal financial interest remains after closeout Design a closeout-friendly award document Preparing For & Initiating Closeout Collecting Required Reports Analyzing & Acting on Performance Reports Analyzing & Acting on Property Reports Analyzing & Acting on Financial Reports Final Issues After-Closeout Activities Improving Your Closeout Rate Grants Management Certificate Program Course days $809 Jun 6-7, Sep 14-15, Seattle, WA Aug 9-10, Feb 15-16, Jun 28-29, Aug 17-18, Nov 30-Dec 1, Mar 1-2, Field of Study: Specialized Knowledge and Applications SUGGESTED Introduction to Grants and Cooperative Agreements for Federal Personnel and/or Monitoring Grants and Cooperative Agreements for Federal Personnel Evaluating Federal Funds Management Capabilities Ethics in the Grants Environment COURSE FORMAT: Lecture, discussion, and hands-on practical exercises Analyze ongoing governmental initiatives and recent significant events in Federal financial assistance to determine the impact on grants management Examine the real and potential effects of 2 CFR 200 on the preaward phase of the grants lifecycle Examine the real and potential effects of 2 CFR 200 on the postaward phase of the grants lifecycle Examine the real and potential effects of 2 CFR 200 on the closeout and audit phases of the grants lifecycle Recent Developments for Grants Management Issues and Best Practices in the Pre-Award Phase Issues and Best Practices in the Post-Award Phase Closeout, Audits, and Applying Lessons Learned Course day $639 *Remote Seats Available Boston, MA Las Vegas, NV San Diego, CA San Francisco, CA * * VIRTUAL 1 day $639 See our website for the latest schedule. NASBA CPE CREDITS: 8 Field of Study: Specialized Knowledge and Applications Course Level: Update CEU CREDITS: 0.6 CLP CREDITS: 8 Uniform Administrative Requirements for Federal Grants Federal Assistance Law COURSE FORMAT: Individual and small group exercises, lecture, and discussion KEY START Federal Grants Update Detecting & Preventing Fraud on Federal Grant Projects Advanced Cost Principles: Avoiding Problem Areas & Responding to Questioned Costs Developing & Monitoring Indirect/ F&A Cost Rate Proposals Under 2 CFR 200 GRANTS AND ASSISTANCE COURSES Federal Assistance Law Appropriations Law Seminar Analytics Boot Camp Collaboration & Knowledge Sharing Leadership & Management Skills for Non-Managers Ethics in the Grants Environment PROFESSIONAL GROWTH COURSES 102 Printed content subject to change. Visit our website for the latest schedule and course information. 103

54 I enjoyed this course because it gave an overview of all the HR areas and expanded on what I have learned on the job throughout the years. I especially love the references and appendices that were provided! HR Participant Feedback: HR Boot Camp (Page 107) Human Capital & Human Resources Demand for professionals with HR business, management, and compliance knowledge is increasing as government leaders focus on change management and staffing needs. As the workforce changes, HR becomes a mission-critical area of specialty across the Federal government. To help you develop your HR knowledge, we ve designed the Federal HR program that combines a robust foundation in functional HR skills you need to help your organization succeed. STAY IN COMPLIANCE To help you develop your HR knowledge, we ve designed a Federal Human Resources and Human Capital program that provides the foundation of skills necessary to help your organization succeed

55 HUMAN RESOURCES HUMAN RESOURCES HR Analytics Getting Efficient: Optimizing HR Operations The Federal Human Resources Business Partner HR Boot Camp REMOTE VIRTUAL Talent and workforce analytics are central to effective human resource management. This course provides an overview of the fundamentals of analytics that support HR and other agency leaders and managers in making timely, data-driven human resource decisions. Participants will learn best practices and explore how to use talent and workforce analytics to inform decision-making and improve performance outcomes in Federal agencies. Who Takes This Course: This course is designed for managers, HR generalists, specialists, and other professionals who need to inform decisions using HR data. Efficient HR operations enable HR departments to offer higher value-added services to their internal customers. This course provides an opportunity for HR professionals in local departments or HR shared services centers to identify ways to streamline operations. In addition, participants will learn a framework to optimize the efficiency, effectiveness, and performance of the HR functional unit. Attention is focused on benchmarking, service level agreements, and ways to evaluate the HR functional unit to monitor and reward individual and team performance. Who Takes This Course: This course is designed for Federal HR professionals, managers, or other leaders seeking to optimize HR operations in their organization. To maintain high performance and achieve mission success, HR professionals, managers, and leaders in Federal agencies need to partner effectively. This course prepares HR professionals and their customers to be strategic partners. Enhance core consulting and problem-solving skills and learn how to identify HR interventions to achieve the mission, vision, and customer objectives. The course explores how to roll out HR policies, programs, and processes to increase workforce performance. Who Takes This Course: This course is designed for Federal HR professionals who are performing or aspire to perform as a strategic business partner in their organization. Gain an understanding of how the key functions of HR work together to manage the Federal workforce and drive mission results. This five-day course provides a comprehensive overview of Federal HR including HR processes; rules and regulations; and tools and best practices from OPM, Federal agencies, and the commercial sector. The overview culminates in a capstone experience, which provides the opportunity to apply your learning to a real-world Federal HR scenario. Who Takes This Course: This course is designed for professionals new to Federal HR, those considering a career change, as well as managers and leaders in Federal agencies who seek to gain breadth in their HR knowledge. Discuss the role of the Federal Human Resources Business Partner (HRBP) and the value it provides Use advanced consulting skills to conduct root cause analysis for client HR issues Select human capital solutions appropriate for the client s strategic and operational objectives Describe how to budget for a human capital program Apply best practices in change management into HR program implementation Use influencing skills to gain buyin from the customer for an HR program Apply project management tools and techniques for HR program implementation Implement HRBP best practices Outline the role and value of HR to a Federal agency Relate the importance of the Federal workforce and HR s role optimizing it Summarize each phase of the HR lifecycle and explain how it impacts workforce results Distinguish the different functions within HR and how they integrate across the HR lifecycle to drive results Give examples of the value analytics brings to Human Resources Generate a list of HR benchmarks and metrics relevant to an organization s mission or goals Apply best practices for using HR analytics to support making datadriven decisions Demonstrate use of the Analytics Process Model to analyze HR data Prepare an analysis of workforce and talent data to identify trends and other actionable performance information The Role of Analytics in HR An Overview of HR Regulations and Reporting Requirements Analytics Tools and Techniques for HR Professionals Using the Analytics Process Model Effectively Presenting HR Data Human Capital & Human Resources Course days $989 Oct 23-24, May 14-15, Nov 13-14, Jul 20-21, Mar 1-2, Aug 7-8, Oct 5-6, Jan 29-30, Apr 2-3, Jun 25-26, Field of Study: Personnel/HR SUGGESTED HR Boot Camp or equivalent knowledge and experience Federal Workforce Planning The Federal HR Business Partner HRCI CREDITS: 13 HRCI FIELD: Business Management and Strategy COURSE FORMAT: Facilitated discussions, individual and group activities, case scenarios, and selfassessments Discuss trends in the HR domain that influence effectiveness, efficiency, and performance Apply a four-step model to optimize HR operations Describe the hierarchy through which policies, procedures, and guidelines flow from creation to action Review mission-critical policies, procedures, and guidelines Apply various methods to evaluate an HR functional unit and individual HR employees Describe how service level agreements and bench-marking enhance the working relationship between the HR functional unit and other agency units Describe how individual development plans and performance improvement plans enhance the performance of individual HR employees Discuss the monitoring of agencywide and individual optimization actions List methods for rewarding improved performance Effectiveness, Efficiency, and Performance Policies, Procedures, and Guidelines Evaluating Your HR Functional Unit Taking Action Monitoring and Rewarding Human Capital & Human Resources Course day $509 Aug 30, Oct 2, Jun 7, NASBA CPE CREDITS: 8 Field of Study: Personnel/HR CEU CREDITS: 0.6 CLP CREDITS: 8 SUGGESTED HR Boot Camp or equivalent knowledge and experience The Federal HR Business Partner HRCI CREDITS: 6.5 HRCI FIELD: HR (General) COURSE FORMAT: Facilitator presentations, facilitated discussions, individual and smallgroup exercises, role-play activities, and case study activity The Federal Human Resources Business Partner The HRBP as Consultant Human Capital Planning Funding and Budgeting Change Management Influencing Customer Investment in HR Programs Managing HR Projects Implementing HRBP Best Practices Human Capital & Human Resources Course days $809 *Remote Seats Available Jul 10-11, Sep 14-15, *Aug 24-25, *Nov 30-Dec 1, *Jun 11-12, VIRTUAL 3 days $809 See our website for the latest schedule. Field of Study: Personnel/HR SUGGESTED HR Boot Camp or equivalent knowledge or experience Federal Workforce Planning Getting Efficient: Optimizing HR Operations HRCI CREDITS: 13 HRCI FIELD: Business Management and Strategy COURSE FORMAT: Individual, small-group, and large-group exercises, discussions, application- Introduction to Federal Human Resources Staffing for Results Job Analysis and Competency Assessment Position Classification and Management Performance Management Employee Development Employee Relations Labor Relations HR Analytics Capstone Human Capital & Human Resources Course days $1,479 May 21-25, Dallas, TX Oct 30-Nov 3, Apr 16-20, Jun 18-22, San Francisco, CA Aug 21-25, Jul 24-28, Sep 11-15, Oct 2-6, Jan 8-12, Mar 5-9, NASBA CPE CREDITS: 40 Field of Study: Personnel/HR CEU CREDITS: 3.2 CLP CREDITS: 40 World-Class Customer Service in HR HR Analytics Job Analysis for Recruitment and Selection Position Classification HRCI CREDITS: 32.5 HRCI FIELD: HR (General) COURSE FORMAT: Facilitated discussions, individual and group activities, case scenarios, role play planning, and case studies 106 Printed content subject to change. 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56 HUMAN RESOURCES Shape the Future OF YOUR Organization s Workforce World-Class Customer Service in HR REMOTE World-class human resources services are essential to high-performing organizations. This course presents a detailed approach to providing outstanding HR services to internal Federal customers, including practical skills for better understanding and communicating with customers, anticipating and responding to customer requests and concerns, and measuring customer service and satisfaction. The course also includes an opportunity to develop an action plan for increasing customer satisfaction and a personal action plan for anticipating customer needs. Who Takes This Course: This course is designed for HR generalists, HR specialists, and HR consultants seeking to expand their customer service skills. Federal Workforce Planning To drive organizational success and develop a high-performing workforce, agencies use workforce planning to shape talent recruiting and placement, employee development, and compensation. This course emphasizes strategic workforce planning using industry best practices, including OPM s model, to drive mission achievement. Additionally, the course presents practices for how to integrate your organization s strategic plan with its workforce plan, how to identify workforce gaps, and ways to inform succession planning. Who Takes This Course: This course is designed for individuals who need to develop the skills necessary to perform strategic workforce planning activities or support operational workforce planning. Examine the value of providing world-class customer service as a Federal HR professional Describe how to develop a shared understanding of expectations with your customers Communicate and demonstrate behaviors in a manner that builds credibility and trust with your customers Given a problem, lead a customer through a simple root-cause analysis and recommend an appropriate solution Anticipate customer needs, concerns, and objections in response to HR programs and practices Apply tactics to effectively deal with challenging customers Develop an action plan to improve your personal delivery of Federal HR customer service Explain the use of workforce planning in the Federal workplace Examine organizational strategy and workforce composition Use analysis to identify gaps with current and future states of an organizations workforce Identify efficient and effective solutions that address critical workforce gaps Prepare for implementing workforce planning strategies Rely on our staffing and workforce development courses to equip you with the knowledge to: Plan for the critical skills your organization needs. Effectively analyze jobs, design positions, and inform IDPs. Maximize productivity at both the team and individual levels. The Value of Providing World-Class Customer Service in Federal HR Developing a Shared Understanding of Expectations with Your Customers Communicating Effectively with Your Federal HR Customers Anticipating Customer Needs, Concerns, and Objections Solving Customer Problems Through Root Cause Analysis Dealing with Difficult Customers Developing an Action Plan Course days $689 *Remote Seats Available Jul 17-18, *Oct 16-17, *Apr 16-17, Field of Study: Personnel/HR SUGGESTED HR Boot Camp The Federal Human Resources Business Partner HR Analytics Federal Workforce Planning HRCI CREDITS: 13 HRCI FIELD: HR (General) COURSE FORMAT: Facilitated discussions, individual and group activities, case studies, role plays, and skills practice Introduction to Workforce Planning Assessing the Organization Conducting the Analysis Building Talent Strategies Deploying the Solution Course days $809 Jul 24-25, Oct 16-17, Jan 29-30, May 3-4, Field of Study: Personnel/HR CLP: 16 SUGGESTED HR Boot Camp or equivalent knowledge and experience Getting Efficient: Optimizing HR Operations HRCI CREDITS: 13 HRCI FIELD: Workforce Planning and Employment COURSE FORMAT: Learning assessments, individual, small, and large-group practical exercises, discussions, demonstrations, threaded case study, and facilitator presentations Human Capital & Human Resources Human Capital & Human Resources Management Concepts

57 HUMAN RESOURCES Retirement Planning for Federal Employees Management Concepts and the National Institute of Transition Planning (NITP) have joined forces to provide Federal employees the most comprehensive and up-to-date retirement planning seminars available. Who Takes This Course: This course is intended for Federal Government employees within 10 years of their retirement eligibility date who are interested in retirement planning and making informed decisions. Position Classification Effective position classification enables the success of an organization s workforce. As organizations adapt to meet changing requirements, effective position classification assists in accomplishing the agency s mission. By exploring different classification systems and frameworks, as well as the legal requirements of classification, this course provides the foundational knowledge and skills necessary to classify positions. Who Takes This Course: This course is designed for professionals who need to classify Federal positions to support effective staffing in their organization. With the demand for new talent within Federal agencies constantly changing, having strong human capital and human resource skills is a strategic priority. This Training Course Guide displays recommended paths to deliver a compelling combination of knowledge, skills, and competencies for human resources. Customize your path to reflect your professional goals. Visit to learn more about Human Resources courses, schedules, and registration information. Journey to Success for Human Resources Professionals TRAINING COURSE GUIDE Plan a smooth transition into retirement Consider steps necessary for planning for retirement Determine most appropriate Federal benefits options and best dates to retire Address Thrift Savings Plan (TSP) withdrawal concerns Understand Social Security eligibility and survivor benefits Get answers to financial and tax planning questions Begin estate planning Understand the psychological aspects of retirement Federal Retirement Benefits, Insurances, Medicare, and Social Security Benefits Financial and Income Tax Planning and Long Term Care Estate Planning Transition Retirement Course days $869 Aug 14-16, F09-FERS Jul 12-14, F07-FERS Aug 2-4, C08-CSRS Aug 2-4, F08-FERS Sep 6-8, C10-CSRS Sep 6-8, F10-FERS Sep 27-29, F11-FERS Oct 18-20, F12-FERS Nov 1-3, F13-FERS Nov 1-3, C13-CSRS Dec 13-15, F14-FERS REQUIRED MATERIALS: Although there are no individual estimates and consultations, it is helpful to be able to apply the concepts learned to your personal situation. Previous participants have found it useful to have a recent pay statement, recent social security statement, recent thrift savings plan statement, and calculator on-hand. Describe the relationship of position classification to position management and other Human Resource (HR) functions Define the steps of the classification process Describe the legal structure of the General Schedule (GS) and Federal Wage System (FWS) along with other classification systems Apply the guidance provided by the GS and FWS when classifying positions Classify nonsupervisory GS positions using the Factor Evaluation System (FES) and narrative standards Classify nonsupervisory FWS positions using job-grading standards Use the Lead/Leader and Supervisory Guides to analyze position descriptions in both GS and FWS Identify real-world issues that impact classifiers Position Classification in the HR Context Legal Structure of Classification Systems OPM Classification Guidance Classify a Nonsupervisory GS Position Classify a Nonsupervisory (WG) FWS Position Classifying GS Lead and Supervisory Positions Classifying FWS Leader and Supervisory Positions Other Issues for Classifiers Documentation and Review Human Capital & Human Resources Course days $979 Sep 6-8, Nov 15-17, Feb 26-28, Jun 18-20, Field of Study: Personnel/HR SUGGESTED HR Boot Camp Position Management HRCI CREDITS: 19.5 HRCI FIELD: HR (General) COURSE FORMAT: Individual, small-group, and large group practical exercises, case studies, and discussions KEY START HR Boot Camp HR Analytics Federal Talent Acquisition World-Class Customer Service in HR The Federal Human Resources Business Partner Federal Workforce Planning Supporting Professional Growth in Organizations Project Management Essentials for Non-Project Managers HUMAN RESOURCES COURSES Employee Relations Breakthrough Problem Solving Analytics Boot Camp Position Classification Communicating Strategically HUMAN CAPITAL COURSES 110 Printed content subject to change. Visit our website for the latest schedule and course information. 111

58 PEOPLE & PERFORMANCE CONSULTING SOLUTIONS Skill Gaps. Talent Management. Workforce Planning. Successfully leveraging employees to build, support, and sustain high organizational performance is an ongoing journey not a one-size-fits-all destination. Let Management Concepts team of consultants transform your organization to help achieve mission success. Organizational Culture Learning Solutions Management Concepts Consulting Practice Areas Achieving your organization s mission and vision starts with people. LEARN MORE Organizational Change Management

59 The entire training was extremely beneficial for my job and will help me to effectively communicate in difficult situations. LM Participant Feedback: Leadership and Management Skills for Non-Managers (Page 116) Leadership & Management More than ever, each member of an organization contributes to culture, engagement, and overall performance. To thrive despite frequent change and shifting priorities, leaders must exist at every level whether or not they have a formal management role. Gain the knowledge and skills you need to continue your professional development at any level within your organization. NEW COURSES Fostering a Diverse and Inclusive Workplace (Page 121) Fostering Accountability, Adaptability, and Resilience (Page 121) Visit our leadership blog for best practices on how to tackle the challenges you face day-to-day

60 LEADERSHIP & MANAGEMENT LEADERSHIP & MANAGEMENT Leadership and Management Skills for Non-Managers Leadership Skills and Techniques Leaders exist at all levels of an organization, regardless of title or role. Explore how to identify leadership opportunities and use your natural strengths to take on important leadership roles within your organization. Learn strategies that effective leaders use to communicate effectively, build relationships, influence, solve problems, make decisions, work in teams, and succeed during times of organizational change. Who Takes This Course: This course is designed for individuals who are not formal managers but need to get work done through others. Apply leadership and management skills to overcome a leadership challenge Explain leadership and management as an integration of roles with distinct characteristics Describe emotionally intelligent leadership skills Recognize the importance of developing strategic awareness of how your organization functions, including how to navigate your organization and collaborate with key stakeholders Demonstrate an understanding of basic communication principles as they relate to leadership and management Explain how to leverage the skills of others as well as your own in order to effectively work in teams Apply critical thinking techniques to solve problems and make decisions Describe techniques to influence others within your organization Describe techniques for successfully responding and adapting to change Leadership Challenge Understanding Your Leadership Challenge Defining Leadership and Management Characteristics of an Effective Leader The Integration of Leadership and Management Emotional Intelligence Emotional Intelligence and Leadership and Management Self-Awareness Self-Management Social Awareness Relationship Management Broadening Your Perspective Understanding the Organizational Environment Collaboration and Knowledge Sharing Understanding the Needs of Others Communication Skills Workplace Communication Fundamentals Communication Filters Listening and Asking Questions Leadership & Management Human Capital & Human Resources Working in Teams High-Performing Teams Team Development Trust within Teams Improving Team Functions Problem Solving and Decision Making Best Practices for Problem Solving and Decision Making Overcoming Inhibitors to Creative Problem Solving Ethical Decision Making Accountability Influencing Without Authority Principles of Influence Sources of Influence Influencing Techniques The Influential Conversation Establishing Credibility Harnessing Your Power Networking Managing Up Effectively Responding and Adapting to Change Benefits of Change Resistance to Change Change and Transition Engaging Groups in Change Course days $949 Aug 21-23, Dec 4-6, Mar 12-14, Dallas, TX Sep 18-20, Jun 20-22, Nov 6-8, San Diego, CA Sep 18-20, May 16-18, Jul 26-28, Oct 18-20, Feb 7-9, Apr 18-20, Jul 12-14, Aug 2-4, Sep 13-15, Oct 25-27, Nov 20-22, Dec 13-15, Jan 22-24, Feb 21-23, Feb 28-Mar 2, Apr 9-11, May 9-11, Jun 6-7, Field of Study: Personal Development PDU CREDITS: 21 Leadership Skills and Techniques Critical Thinking for Problem Solving Interpersonal Skills: Developing Effective Relationships COURSE FORMAT: Lecture, discussion, and individual and group exercises What is leadership, and what are the essential traits and behaviors of leaders? This course provides the opportunity to explore various skills and techniques crucial to effective leadership. You will explore skills such as engagement and motivation; performance enhancement; coaching; and conflict resolution. You will explore the role ethical leadership plays in creating an environment of creativity and innovation. Additionally, you will assess your own leadership style and values in an effort to increase your flexibility as a leader. Who Takes This Course: This course is designed for managers, supervisors, team leaders, and individuals who want to develop high-performance leadership competencies. Discover your personal leadership style and values to identify opportunities for flexible leadership Analyze practices to build emotionally intelligent teams Apply strategies for engaging and motivating others to maximize team performance Explore techniques for enhancing the performance of individuals on your team Demonstrate coaching techniques to empower others Examine methods for supporting teams through challenging situations Model how leaders use conflict resolution techniques to manage groups Discover strategies for developing inclusive teams to foster an environment of creativity and innovation Examine the role ethical leadership plays in highquality decision making Leadership Style and Flexible Leadership Personal and Team Values Integrated Leadership and Management Personal Leadership Style Flexible Leadership Emotional Intelligence and Mindful Leadership Emotional Intelligence and Mindful Leadership Building Emotionally Intelligent Teams Challenging Automatic Assumptions Engagement and Motivation Engagement and Motivational Drivers Engagement, Motivation, and Identity Influencing Team Engagement and Motivation Performance Management Goals and Expectations Delegation Feedback Coaching Skills Leader as a Coach Coaching Techniques Empowering Conversations Leadership & Management Creating Adaptable and Resilient Teams Adaptable and Resilient Teams The Importance of Adaptable and Resilient Teams Strategies for Adaptability and Resilience Advocating For Your Team Managing Conflict Conflict Resolution and Leadership Conflict Management Styles Strategies for Managing Conflict Establishing Inclusive Teams Leveraging Diversity and Inclusion to Foster Innovation Strategies for Building Inclusive and Innovative Teams Ethical Leadership and High-Quality Decision Making High-Quality Decision Making Ethical Decision Making Strategies for High-Quality Decision Making Course days $1,009 Oct 2-4, May 2-4, Dallas, TX Aug 23-25, Dec 6-8, San Diego, CA Oct 16-18, Mar 26-28, Jun 20-22, Jul 12-14, Aug 2-4, Sep 18-20, Oct 25-27, Nov 1-3, Jan 24-26, Mar 5-7, Apr 18-20, May 23-25, Field of Study: Personal Development PDU CREDITS: 21 Advanced Leadership Skills and Techniques Critical Thinking for Problem Solving Interpersonal Skills: Developing Effective Relationships COURSE FORMAT: Facilitated discussion, lecture, and individual and group exercises 116 Printed content subject to change. 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61 LEADERSHIP & MANAGEMENT LEADERSHIP & MANAGEMENT Advanced Leadership Skills and Techniques Engaging Leadership Navigating Change in Turbulent Times Learn how to shift your view to serve as a strategic leader in today s complex organizations, where senior leaders must foster resilience and emotionally intelligent behaviors across the organization. Participants will develop the ability to engage in strategic change management, use advanced communication skills, and lead organizational culture change. In addition, participants will examine the role of systems and design thinking so you can lead others to spark strategic and innovative change. Who Takes This Course: This course is designed for established leaders and managers who need to make strategic organizational decisions. Evaluate your leadership role within the complex systems of your organization Determine ways to build resilience within yourself and your teams to foster an emotionally intelligent organization Devise a plan that enables you to improve your organization s culture Develop a strategy for creating and managing change in your organization Use targeted strategic thinking practices to communicate more effectively Select appropriate leadership language to enhance your interpersonal communication Implement design thinking strategies to foster an innovative culture Illustrate a plan for fostering an ethical organization focused on serving others Develop a plan for how to apply advanced leadership skills and techniques in your career Leading Through Complexity Organizational Complexity and Leadership The Organizational Ecosystem Leading Across Boundaries Managing Paradoxes Leading a Resilient and Emotionally Intelligent Organization Emotional Intelligence and Psychological Capital Strategies for Building Emotional Intelligence and Resilience Organizational Culture Understanding Your Organization s Culture The Impact of Your Organization s Cultural Layers Creating Cultural Transformation Strategic Change Management Systems Thinking Managing the Human Side of Change Strategies for Creating and Managing Organizational Change Advanced Interpersonal Communication Leadership Language Conveying a Powerful Leadership Presence Cultivating an Innovative Organization Leading the Conditions for Innovation Design Thinking for Innovation Servant Leadership The Servant Leader Mindset Servant Leadership and Ethical Decision Making Creating a Serving Culture My Leadership Journey Course days $1,059 San Diego, CA Jun 11-13, Jul 5-7, Aug 7-9, Aug 30-Sep 1, Oct 4-6, Nov 29-Dec 1, Feb 26-28, Apr 11-13, May 30-Jun 1, Field of Study: Personal Development Course Level: Advanced PDU CREDITS: 21 SUGGESTED Building and Sustaining Teams Leadership Skills and Techniques From Tactical to Strategic Thinking Navigating Change in Turbulent Times Strategic Planning in Federal Agencies COURSE FORMAT: Self-assessments, Individual, small-group, and large-group exercises, discussion, facilitator presentations, and application planning All employees fit into one of three levels of engagement engaged, not engaged, and actively disengaged. Explore the key actions a leader must take to connect with and engage others: build trust, leverage unique motivators, manage performance from a people-centric perspective, and engage people emotionally. By committing to these four cornerstones of engagement, leaders can unleash the potential of others and inspire improved performance. Who Takes This Course: This course is intended for leaders who need to increase the engagement of others and foster more effective performance. Connect common understandings of engagement on an organizational level to what an individual leader can do to increase engagement and affect performance Utilize a framework for understanding engagement and engaging leadership Build trust in a more holistic way Hold conversations with others about what uniquely motivates them to perform Recognize the value of a peoplecentric approach in order to increase engagement and effective performance in the workplace Discuss how emotions influence engagement and individuals interest in participating in organizational change Describe best practices for creating an engaging culture of leadership Engagement and Engaging Leadership: Why Now? Are You an Engaging Leader? Trust: The Foundation of Engaging Others Unique and Personal Motivators Taking a People-Centric Approach to Managing Performance Emotions: The Ultimate Renewable Resource Planning for Engagement Course days $809 Boston, MA Jul 13-14, Oct 12-13, Apr 16-17, Aug 7-8, Dec 18-19, Mar 1-2, Jun 4-5, Field of Study: Personal Development SUGGESTED Leadership Skills and Techniques Advanced Leadership Skills and Techniques Building and Sustaining Teams Mastering Employee Performance Conversations Change is the new normal for individuals and organizations. How you and others behave and respond to change creates opportunities to demonstrate new ways of leading and managing within your organization. Learn to make sense of the human-side of change and use practical tools and techniques to help others navigate through change. Who Takes This Course: This course is intended for leaders and managers who need to prepare individuals in their organization and support them during change efforts. Describe what happens in our brain and mind when a change occurs Apply new ways to behave and respond to change Explain the difference between internal and external change Use a change model to navigate through a change Examine ways others respond to change Explain what it means to be an effective champion of change Apply tools and techniques to engage others in change Evaluate change success and lessons learned from a change effort Change and the Paradoxes of Leading It How Levels of Culture Affect Change Innovative Ways to Engage Groups in Change Efforts Group Reconstruction Making the Most of the Neutral Zone Change in Action Exploring the New Normal The Importance of Storytelling During Transition Course days $1,009 Aug 9-11, Nov 1-3, Jan 31-Feb 2, May 16-18, Jun 25-27, Field of Study: Business Management and Organization SUGGESTED Influencing Skills Breakthrough Problem Solving From Tactical to Strategic Thinking COURSE FORMAT: Individual, small- and large-group practical exercises, self-assessments, discussions, application planning, and facilitator presentations Leadership & Management Leadership & Management COURSE FORMAT: Individual, small-group, and large-group exercises, self-assessment, skills practice, expert-led discussions, and application-planning Leadership & Management Human Capital & Human Resources 118 Printed content subject to change. 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62 LEADERSHIP & MANAGEMENT CHANGES AHEAD. Are You Prepared? Fostering Accountability, Adaptability, and Resilience REMOTE Organizations are in a constant state of flux, which can create uncertain, complex, and ambiguous workplace environments. Develop the knowledge and skills needed to be more accountable, adaptable, and resilient on a day-to-day basis, which involves holding yourself responsible for behaviors and actions, being willing to change as needed, acknowledging setbacks, and finding creative ways to move forward. Who Takes This Course: This course is designed for leaders at any level who are faced with managing themselves or their teams when dealing with challenging situations. Fostering a Diverse and Inclusive Workplace In today s multidimensional society, organizations recognize it is a business imperative to maximize diverse workforce talents. Diverse and inclusive workplaces are more innovative, efficient, productive, and successful. Engage in self-reflection and discussion to understand how diversity and inclusion affect the workplace, and identify ways to create inclusive work relationships. Who Takes This Course: This course is intended for anyone interested in diversity and inclusion and its effects in the workplace. A new administration means change is inevitable for government employees. Now is the time to get training you need to: Quickly adapt to changes in your work environment Sharpen your critical and strategic thinking skills Increase your level of resiliency These courses will help you and your team excel amidst the unavoidable changes in the workplace. Critical Thinking for Problem Solving Course 4060 Fostering Accountability, Adaptability, and Resilience Course 4080 From Tactical to Strategic Thinking Course 4062 Navigating Change in Turbulent Times Course 4712 Explain how building competency in Accountability, Adaptability, and Resilience (AAR) improves individual and organizational performance Describe the role of self-awareness, other-awareness, and sphere of influence when applying an AAR model Foster accountability in yourself and others by improving commitment and clarity Foster adaptability in yourself and others by improving emotional agility and procedural agility Foster resilience in yourself and others by improving balance and a strategic view Implement a daily routine for applying AAR Accountability, Adaptability, and Resilience in the Workplace Fostering Accountability Fostering Adaptability Fostering Resilience Tying Together Accountability, Adaptability, and Resilience Course days $809 *Remote Seats Available Dallas, TX Jun 18-19, San Diego, CA Apr 9-10, Seattle, WA Sep 14-15, Jul 10-11, Aug 24-25, Dec 14-15, Oct 12-13, Mar 19-20, Field of Study: Personal Development SUGGESTED Leadership and Management Skills for Non-Managers Interpersonal Skills: Developing Effective Relationships Recognize why diversity and inclusion are important to team and organizational success Identify the strengths and challenges of diversity in the workplace Analyze how the dimensions of one s identity shape their views, values, and perceptions in the workplace Manage hidden biases Contribute to an inclusive workplace environment Establish processes to plan and integrate diversity and inclusion in your organization The Importance of Diversity and Inclusion in the Workplace Examining Identity and Its Impact on the Workplace The Influence of Hidden Biases Building an Inclusive Workplace Course 4098 Field of Study: Personal Development SUGGESTED Leadership and Management Skills for Non-Managers Leadership Skills and Techniques Building and Sustaining Teams Advanced Leadership Skills and Techniques COURSE FORMAT: Individual and group exercises, self-reflection activities, scenario analysis, discussions, and applicationplanning Navigating Change in Turbulent Times Leadership Skills & Techniques Engaging Leadership Critical Thinking for Problem Solving COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, and discussion Management Concepts

63 LEADERSHIP & MANAGEMENT LEADERSHIP & MANAGEMENT Critical Thinking for Problem Solving REMOTE Breakthrough Problem Solving Creativity and Innovation The ability to think critically is a crucial skill set because an essential measure of an organization s success is its ability to overcome problems. Explore what critical thinking entails and the mindset of effective critical thinkers, while learning about your thinking style. Learn how to frame problems and formulate effective decision criteria to arrive at the best solution to a problem. Improve your ability to overcome obstacles to critical thinking and use creative thinking tools by applying critical thinking and problem-solving methods to your own workplace situations. Who Takes This Course: This course is intended for professionals who want to change thinking patterns to solve workplace problems. For better or worse, a status quo exists in every organization and often impedes the ability to consider alternate perspectives and solutions. Learn how to reframe organizational issues to overcome the hurdles that come along with complex problems. Discuss ways to overcome common barriers that hinder breakthrough thinking, and gain insight into your preferences around solving organizational issues. Who Takes This Course: This course is designed for leaders and managers who want to think in new ways about problems, issues, or challenges in order to break through common perceived barriers. Gather practical tools and techniques to help generate and gain support for creativity and innovation in the workplace. Explore the conditions necessary for creativity and innovation to thrive in the workplace, and practice a wide range of techniques to access creative capacities, develop persuasive cases in order to implement new ideas, and obtain buy-in for innovation from stakeholders. Who Takes This Course: This course is designed for individuals at all professional levels seeking to tap into and enable creative thinking for themselves and others in the workplace to do the hard work that innovative problem solving requires. Recognize your potential for thinking creatively and enabling innovation Generate innovative solutions by discovering and testing creative ideas Create an environment that continually fosters creativity and innovation Develop a persuasive case for implementing an innovation LOOKING FOR AN INVESTMENT WITH GUARANTEED RETURNS? Analyze qualities and patterns of effective critical thinkers Use sound methods of framing problems and thinking critically to implement solutions Overcome obstacles to critical thinking and problem solving Use various tools to promote critical thinking for problem solving Use creative thinking tools and methods to solve problems Apply critical thinking strategies to solve work-related problems The Critical Thinker Framing the Problem Barriers to Critical Thinking Tools for Critical Thinking and Problem Solving Creative Thinking for Problem Solving Problem-Solving Workshop Leadership & Management Course days $1,009 *Remote Seats Available Sep 13-15, Dallas, TX Nov 15-17, Apr 18-20, *Aug 14-16, *Nov 1-3, *Jul 17-19, *Dec 6-8, Field of Study: Personal Development PDU CREDITS: 21 Breakthrough Problem Solving Creativity and Innovation From Tactical to Strategic Thinking Negotiation Skills Resolving Conflict COURSE FORMAT: Individual and group practical exercises, self-assessments, case studies, role-playing exercises, individual coaching and feedback sessions, discussions, and application planning Define the status quo and evaluate the effectiveness of situations in which they practiced breakthrough problem-solving Assess a potential change to the status quo and determine its likelihood for success View problems from various perspectives to devise strategies that incorporate multiple stakeholders interests Overcome hurdles that impede progress or promote imbedded thinking within an organization Use future-focused language and effective coaching strategies to prepare employees for new ways of operating Create a breakthrough problem solving plan that fosters sustainable change Lead directed brainstorming sessions that yield more substantive results Introduction to Breakthrough Problem Solving Mapping the Current Status Quo Reframing Problems from Alternative Perspectives Changing Embedded Mindsets Methods to Foster Breakthrough Thinking Fostering Adaptability Planning for a Breakthrough Moving Forward Leadership & Management Human Capital & Human Resources Course days $1,009 Jul 26-28, Mar 21-23, Oct 4-6, Dec 6-8, Jan 24-26, May 9-11, Field of Study: Personal Development SUGGESTED Critical Thinking for Problem Solving Decision Making From Tactical to Strategic Thinking Navigating Change in Turbulent Times COURSE FORMAT: Individual, small- and large-group practical exercises; self-assessments, selfreflection, discussions, facilitator presentations, and applicationplanning Foundation for Creative Thinking and Innovation Generating Creative Ideas Fostering a Creative and Innovative Environment Converting Creative Ideas into Reality Leadership & Management Course days $809 Aug 24-25, Jan 11-12, Jul 24-25, Sep 14-15, Nov 16-17, Feb 26-27, Apr 12-13, Field of Study: Personal Development SUGGESTED Critical Thinking for Problem Solving Breakthrough Problem Solving REQUIRED MATERIALS: Participants are strongly encouraged to bring to class a situation (e.g., a problem, issue, challenge, or goal) on which they feel stuck and are seeking a creative or innovative solution. COURSE FORMAT: Individual and group practical exercises, self-assessment, discussion, and application planning INVEST IN YOUR FUTURE with Leadership and Management Training Advanced Leadership Skills and Techniques (Page 118) Briefing and Presentation Skills (Page 132) Building and Sustaining Teams (Page 127) Communicating Strategically (Page 130) Creativity and Innovation (Page 123) Critical Thinking for Problem Solving* (Page 122) Customer Service Skills and Techniques* (Page 132) From Tactical to Strategic Thinking (Page 124) Interpersonal Skills: Developing Effective Relationships (Page 129) Leadership and Management Skills for Non-Managers (Page 116) Leadership Skills and Techniques (Page 117) Negotiation Skills (Page 130) *Remote Seats now available. For more information about Remote Seats, see page Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

64 LEADERSHIP & MANAGEMENT From Tactical to Strategic Thinking Leaders routinely need to be able to elevate their thinking from a tactical or operational perspective to a more strategic perspective, allowing them to see the bigger picture. By using a strategic framework and personal workplace experiences, learn to identify strategic interests and plan ways to move from a tactical to a strategic perspective in your day-to-day role whether you hold a formal leadership role or not. Who Takes This Course: This course is designed for people who want to be able to move beyond day-to-day, reactionary thinking to a more long-term and futurefocused perspective. Strategic Planning in Federal Agencies Develop a working knowledge of the Federal performance management framework and the ability to apply a strategic planning process that drives action and delivers desired results. Participants will also gather key principles, practical tools, and effective practices to undertake strategic planning in the Federal environment. Who Takes This Course: This course is designed for business analysts, managers, directors, or anyone who is involved in strategic planning at any level in the Federal Government. What if you could really connect with your team?... better assess others performance?... help engage others in achieving goals? Differentiate between tactical approaches and strategic approaches Use questioning as a method to clearly articulate the strategic interests of one s team, department, or organization Identify strategic leverage points within the organization to advance a mission and vision Describe and interpret environmental factors that influence strategic thinking Compare strategic options to make effective decisions Forecast the ripple effects of strategic decisions Identify detractors that commonly prevent strategic thinking Draw connections and strategically think through how to apply learning Moving from Tactical to Strategic Thinking Staying on the Strategic Course Applied Strategic Thinking Course days $1,009 Sep 18-20, Jul 26-28, Oct 16-18, Jan 10-12, Mar 12-14, Apr 25-27, May 30-Jun 1, Field of Study: Personal Development SUGGESTED Critical Thinking for Problem Solving Breakthrough Problem Solving Decision Making COURSE FORMAT: Individual, small-group, and large-group practical exercises, self-assessments, case studies, role-plays, discussions, and application-planning Explain the purpose of strategic planning and why it is important to effective performance management Explain how to approach strategic planning as a process to meet the requirements of the Federal performance framework Use a SWOT analysis to determine strategic priorities Demonstrate use of best practices for setting actionable strategic goals and objectives Link the annual performance plan to the strategic plan Explain ways to monitor and manage progress toward strategic planning goals Discuss how to assess and manage risk as part of strategic and datadriven reviews Understanding Federal Performance Requirements Federal Requirements and the Strategic Planning Process Analyzing the Internal and External Environments Setting Strategic Goals and Objectives The Annual Performance Plan Performance and Strategic Reviews Course days $1,009 Sep 13-15, Nov 6-8, Jan 29-31, Apr 16-18, May 2-4, Jun 6-8, Field of Study: Business Management and Organization Navigating Change in Turbulent Times COURSE FORMAT: Individual, small-group, and large-group practical exercises, discussions, case studies, and personal actionplanning LEARN new approaches and solutions to recurring or chronic issues APPLY powerful techniques to manage performance DISCOVER innovative paths to motivate employees Leadership & Management Leadership & Management Take advantage of this fully customizable program to address the specific needs of your organization Printed content subject to change. Visit our website for the latest schedule and course information. 125

65 LEADERSHIP & MANAGEMENT LEADERSHIP & MANAGEMENT HR Essentials for Government Supervisors Supervising Employee Performance Building and Sustaining Teams Resolving Conflict Effective supervisors need to be more than managers of people; they also need to have a full understanding of the policies, procedures, and accountabilities that apply to government supervisors. Learn legal guidelines and best practices to effectively collaborate with the HR department throughout the entire talent lifecycle. Review supervisory responsibilities as they relate to the Federal budget process, tips to acquire talent, and the proper way to address employee relations and labor and management complaints. Who Takes This Course: This course is designed for new and experienced supervisors to learn or refresh their understanding of their supervisory accountabilities from an HR perspective. How you supervise your team members plays a pivotal role both in their dayto-day and long-term performance. The most effective supervisors not only understand formal performance management standards, but are also able to discern what employees need to succeed and how to create those conditions. Develop the core performance management skills supervisors need to monitor and improve the performance of others in support of team and organizational goals. Who Takes This Course: This course is intended for supervisors who need to improve the performance of those they lead. Building and sustaining high-performing teams requires conscious planning, an understanding of team member differences, and the ability to establish norms that promote collaboration. Learn to build high-performing teams by discussing previous teaming experiences, gaining insight into your own preferences around team dynamics, and evaluating the strategies you currently use to help accomplish team objectives. Participants will also acquire skills to promote successful teaming experiences and sustain high performance. Who Takes This Course: This course is designed for supervisors who want to think, problem-solve, innovate, and find support in order to help their organizations build high-performing teams. Although conflict is usually uncomfortable, it is important to understand that it is natural, and that it will occur in the workplace. If managed effectively, conflict can favorably impact the organization and enrich the individual. Learn how to recognize the constructive and destructive natures of conflict, appropriately react to a conflict situation, effectively communicate through the exchange, and explore methodologies to effectively manage and resolve conflicts. Who Takes This Course: This course is designed for individuals who want to better manage conflict through developing a constructive conflict resolution environment that can lead to creative and innovative solutions. Discuss the evolving role of supervisors and managers in relation to Federal HR policies and procedures Effectively collaborate with the HR department throughout the entire talent lifecycle Apply practical tips to acquire talent through position management and position classification, including developing position descriptions Adhere to Equal Employment Opportunity (EEO) and antidiscrimination laws during the selection and hiring process Describe the roles and responsibilities of a supervisor when supervising bargaining unit employees Apply a standard process for addressing Employee Relations, and Labor and Management complaints Support budget activities during each phase of the Federal budget process Effective Supervision in the Federal Environment The Evolving Role of the Federal Supervisor Working Within the Federal Budget Process Talent Acquisition Employee and Labor Relations Course days $809 Oct 2-3, Jul 24-25, Apr 12-13, Jul 13-14, Oct 26-27, Dec 7-8, Feb 22-23, Field of Study: Personal Development SUGGESTED Supervising Employee Performance Engaging Leadership Interpersonal Essentials for Supervisors COURSE FORMAT: Individual, small-group, and large-group practical exercises, discussions, case studies, and facilitator presentation Explore and assess yourself against best practices in supervision Give valuable feedback to help employees perform more effectively Plan effectively for employee performance, creating a commitment to achieve one s goals Accurately diagnose performance problems Conduct effective performance appraisals Coach employees to help them understand and act upon challenges and opportunities Mentor employees to help them see the big picture and navigate through the organization Supervising Employees Giving Feedback Diagnosing Performance Issues Appraising Performance Coaching Mentoring Course days $949 Jul 26-28, Aug 28-30, Nov 15-17, Jan 31-Feb 2, May 7-9, Jun 13-15, Field of Study: Personal Development HR Essentials for Government Supervisors Leadership Skills and Techniques Building and Sustaining Teams COURSE FORMAT: Selfassessments, case studies, role plays and scenarios, discussions, individual, small- and large-group exercises, facilitator presentations, and application planning Identify the criteria for high performance Develop strategies to build trust with and among team members Establish effective communication standards before initiating collaborative efforts Leverage the skills of your team members to align the team for high performance Develop strategies to bring your team to a state of high performance Manage challenging issues to sustain high performance Apply lessons learned to a hypothetical scenario and develop an action plan for achieving high performance An Introduction to High-Performing Teams Trust and the Foundations of a High-Performing Team My Leadership Style and Team Communication Understanding Your Team and Planning for Alignment Establishing Behavioral Norms and Team Processes Sustaining High Performance Applying Lessons Learned Course days $1,009 Sep 13-15, Aug 9-11, Nov 1-3, Feb 14-16, Apr 18-20, May 30-Jun 1, Field of Study: Communications PDU CREDITS: 21 SUGGESTED Leadership and Management Skills for Non-Managers Leadership Skills and Techniques Interpersonal Skills: Developing Effective Relationships Advanced Leadership Skills and Techniques Breakthrough Problem Solving Navigating Change in Turbulent Times Define conflict and recognize potential conflict situations Complete an assessment of their own conflict style and recognize the conflict styles of others Identify and work through various reactions to conflict Explain how conflict can be productive Apply conflict resolution techniques Recognizing Conflict Reacting to Conflict Communicating Effectively Through Conflict Resolving Conflict Effectively Exploring Alternative Dispute Resolutions Course days $809 Jul 24-25, Oct 5-6, Dec 11-12, Feb 5-6, Apr 16-17, May 31-Jun 1, Field of Study: Communications SUGGESTED Interpersonal Skills: Developing Effective Relationships Influencing Skills COURSE FORMAT: Individual, small- and large-group practical exercises, case studies, discussions, self-assessment, and applicationplanning Leadership & Management Leadership & Management Leadership & Management Human Capital & Human Resources COURSE FORMAT: Individual, small-group, and large-group practical exercises, self-assessments, discussions, self-reflection, and application-planning Leadership & Management 126 Printed content subject to change. 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66 LEADERSHIP & MANAGEMENT LEADERSHIP & MANAGEMENT Anytime Coaching Effective supervisors find coachable moments that empower employees to reach new insights, make effective decisions, and improve their competence. The Anytime Coaching model provides tools to guide employees through a variety of workplace situations. This highly interactive course introduces the key practices of observing, inquiring, listening, and responding, and highlights the importance of mindfulness being fully present, aware, and focused during coaching interactions. Who Takes This Course: This course is designed for supervisors who want to learn to appropriately respond to others in the moment and help team members unleash their fullest potential. The workplace of tomorrow is evolving today. ARE YOU? Interpersonal Skills: Developing Effective Relationships Interpersonal skills are the foundation of trust and productive relationships in the workplace. Improving interpersonal skills comes through honest selfassessment and practice relating to others. Gain a better understanding of your own communication style and how that style differs from others. Thus developing, strategies to communicate effectively, resolve conflict, build relationships, and maintain trust. Who Takes This Course: This course is intended for individuals at all levels who want to improve their communications and relationships with others. Influencing Skills The push to flatter organizations, increased number of decision makers, and blurred lines of power are just a few factors that have increased the need to understand influence in the workplace. Leaders at all levels need to know how to effect change in others to drive results. Learn about the sources of influence, how the brain processes events, and its relationship to the communication process. Practice choosing the right influencing behaviors and developing an influence strategy. Who Takes This Course: This course is designed for professionals who want to expand their personal influence, learn to overcome obstacles, and discover influencing strategies to help build relationships. Describe the Anytime Coaching model and how it can be applied in day-to-day interactions with others Demonstrate mindfulness to better relate to others during coaching interactions Recognize how focusing on the positive qualities of individuals improves coaching interactions Practice observation of self and others to respond appropriately in the moment Ask powerful questions that elicit insight to prompt employees to realize their full potential Practice extreme listening Practice responding appropriately during coaching interactions Create a plan to integrate Anytime Coaching principles into day-today performance conversations Introduction to Anytime Coaching Preparing Yourself To Coach The Practice of Observing The Practice of Listening The Practice of Inquiring The Practice of Responding Improving Day-to-Day Performance Leadership & Management Human Capital & Human Resources Course days $1,009 Jul 19-21, Sep 6-8, Dec 18-20, Mar 7-9, Apr 30-May 2, Field of Study: Personal Development SUGGESTED Leadership and Management Skills for Non-Managers Interpersonal Skills: Developing Effective Relationships Leadership Skills and Techniques Building and Sustaining Teams Supervising Individual Development Planning COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, and discussion LEADERSHIP COACHING SOLUTIONS Determine your communication style Develop strategies for interacting with communication styles unlike your own Identify and use conflict resolution styles appropriate for different situations Identify barriers to communication and strategies to overcome them Listen effectively to ensure you have received messages as intended Use nonverbal communication to express interest and demonstrate that you are actively engaged in conversations Develop strategies for building and maintaining relationships Overview of Interpersonal Skills Awareness of Self and Others Effective Communication Foundations of Emotional Intelligence Trust Conflict Leadership & Management Course days $1,009 Sep 27-29, Jul 12-14, San Diego, CA Mar 14-16, Oct 4-6, Apr 25-27, Jul 19-21, Aug 21-23, Sep 11-13, Nov 15-17, Dec 13-15, Field of Study: Communications SUGGESTED Participants should have some experience or prior training in forming and maintaining workplace relationships Influencing Skills Resolving Conflict COURSE FORMAT: Individual, small-group, and large-group practical exercises, self-assessments, case studies, role-plays, discussions, and application-planning Define influence Discuss the value of influence in today s workplace Discuss the link between brain physiology and influencing others Discuss the six sources of influence Apply a situation-specific influence strategy Build more effective relationships and networks to enhance your ability to influence Demonstrate effective communication techniques in influence situations Discover influencing tactics to use when you do not have authority over the person you need to influence Influencing in Today s Workplace Influencing the Brain Building an Influence Strategy Communicating for Influence Leadership & Management Course Days $809 Aug 14-15, Aug 31-Sep 1, Dec 18-19, Feb 1-2, May 10-11, Field of Study: Personal Development PDU CREDITS: 14 SUGGESTED Interpersonal Skills: Developing Effective Relationships Interpersonal Skills: Developing Effective Relationships Leadership and Management Skills for Non-Managers COURSE FORMAT: Individual, small- and large-group practical exercises, self-assessments, case studies, role-plays, discussions, and application-planning 128 Printed content subject to change. 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67 LEADERSHIP & MANAGEMENT LEADERSHIP & MANAGEMENT Communicating Strategically Negotiation Skills Grammar Refresher Business Writing REMOTE Communication is fundamental to strong professional relationships and a healthy and productive working environment. Explore how to communicate more effectively with others using targeted strategic thinking practices, and understanding the context of a strategically focused message. By discovering the desired outcome, audience, channel, and design of a communication, you will be able to design and deliver effective strategically focused messages that are applicable to your own workplace situations. Who Takes This Course: This course is designed for individuals who want to communicate more effectively with others using targeted strategic methods. Negotiation comes with a connotation associated with manipulation, chiseling, and taking advantage of others. However, successful negotiation occurs when you seek to understand the interests and goals in play in order to find a mutually beneficial solution. Participants will practice applying negotiation skills to a variety of situations in order to develop creative solutions, learn to recover stalled negotiations, and determine the Best Alternative to the Negotiated Agreement (BATNA). Who Takes This Course: This course is designed for individuals who want to learn to negotiate agreements in a way that builds and maintains effective working relationships. In the workplace, we are often judged by how well we write and speak. Understanding the fundamentals of grammar enables you to communicate effectively and convey messages clearly. Learn about updates to the English language and retrain yourself to correct outdated grammatical habits. Refresh your knowledge of grammar basics, practice identifying and correcting common mistakes, and build confidence in your communication skills. Who Takes This Course: This course is designed for professionals who want to learn about recent changes to the English language and apply functional grammar principles to create credible business documents. Build the knowledge and skills you need to communicate to various audiences in an effective and, when appropriate, influential way. Practice using prewriting techniques to improve writing clarity and conciseness while meeting the specific needs of your audience. Learn best practices for self-editing and ways of seeking feedback from others to ensure your message is being received the way you intend. Who Takes This Course: This course is designed for professionals who want to refine their written communication skills and focus on creating their own unique writing style that is professional and impactful. Consider the context of a strategically focused message Define the desired outcome of a strategically focused message Apply knowledge of the intended audience to create a strategically focused message Choose the appropriate channels for effective delivery and receipt of a strategically focused message Design a strategically focused message that is comprehensible, credible, and relevant to a target audience Demonstrate the ability to apply strategic thinking and communication approaches to new situations Communicating with a Big Picture View Achieving the Desired Outcome Understanding Your Audience Choosing Your Channel Designing Your Message Communicating Strategically in Practice Course days $809 Sep 21-22, Jun 14-15, Jul 13-14, Aug 28-29, Oct 26-27, Nov 30-Dec 1, Jan 4-5, Mar 5-6, Apr 12-13, May 7-8, Field of Study: Communications SUGGESTED Interpersonal Skills: Developing Effective Relationships From Tactical to Strategic Thinking Briefing and Presentation Skills Critical Thinking for Problem Solving Influencing Skills Negotiate agreements in a way that builds and maintains effective working relationships Determine their negotiation styles and learn ways to adapt those styles to match the preferences of the other party Direct the flow of the negotiation process Identify hidden agendas Handle objections and negative tactics effectively Tap into their strengths as a conflict escalates Recover a stalled negotiation using proven techniques Understand How Negotiation Works Preparing for Negotiations Conceptual Approach to Negotiation: Interest-Based Negotiation Power Needs Strategy and Tactics Multi-Party Negotiations Effective Implementation Course days $809 Aug 24-25, Nov 13-14, Feb 26-27, May 10-11, Field of Study: Communications PDU CREDITS: 14 SUGGESTED Critical Thinking for Problem Solving Influencing Skills Interpersonal Skills: Developing Effective Relationships Group Facilitation COURSE FORMAT: Individual, small- and large-group practical exercises, case studies, selfassessments, discussions, role-plays, and application-planning Identify and correct some of the most common grammatical mistakes Correctly use commas, abbreviations, verb conjugation and tenses, and complex sentences Approach writing with the most up-to-date information on correct grammar usage and changes to the English language More effectively compose and create polished, credible business documents Provide clarity of meaning through the use of correct grammar and punctuation Avoid writing sentence fragments and run-on sentences Know when and how to use the active voice Eliminate verb tense errors, misplaced and dangling modifiers, and improper pronoun usage Grammar and Communication Building Blocks of Language Constructing Messages Fine-Tuning Messages Course days $809 Oct 23-24, Apr 16-17, Sep 21-22, Nov 27-28, Feb 26-27, Jun 5-6, Field of Study: Communications Business Writing COURSE FORMAT: Individual, small-group, and large-group practical exercises, facilitator presentations, discussions, one-onone coaching and feedback, and application planning Identify the components that good writers include in writing Plan documents by identifying their purpose, audience, thesis, and scope Use outlining tools to identify key topics and subtopics Write effective sentences that provide pertinent information to readers Build paragraphs that include topic sentences, supporting details, and transition phrases Make correct word choices and use the voice and phrasing appropriate for the document Review and use guidelines for writing effective business correspondence Conduct self-edits Improve final documents by getting feedback from others Complete both substantive edits and line edits Effective Writing Plan Before You Write Essentials of Effective Writing The Documents You Write Ensuring Quality Course days $809 *Remote Seats Available Jul 20-21, Dallas, TX Sep 14-15, San Diego, CA Apr 12-13, Mar 22-23, *Jul 27-28, *Aug 21-22, *Sep 28-29, *Oct 5-6, *Nov 6-7, Dec 11-12, Field of Study: Communications SUGGESTED Grammar Refresher Briefing and Presentation Skills Communicating Strategically Leadership & Management Human Capital & Human Resources COURSE FORMAT: Individual, small-group, and large-group practical exercises, case studies, discussions, and personal action planning Leadership & Management Leadership & Management Leadership & Management COURSE FORMAT: Individual, small-group, and large-group practical exercises, peer feedback, facilitator presentations, end-ofcourse evaluation, and 1/2 day follow-up session (optional) 130 Printed content subject to change. 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68 LEADERSHIP & MANAGEMENT Briefing and Presentation Skills Customer Service Skills and Techniques REMOTE Leadership and management skills are invaluable regardless of your area of expertise. The Training Course Guide below provides one potential path to help you develop skills that are critical throughout your career, whether your role is technical or non-technical in nature. From finance professionals to human resource managers, and countless roles in-between, we ll help you build the skills needed to drive results in your organization. TRAINING COURSE GUIDE Public speaking can feel like a daunting task, but with adequate preparation and time to practice delivery techniques, you can communicate clearly and confidently, anticipate audience needs and questions, and address other fears associated with briefings and presentations. Learn techniques for creating and organizing content, write compelling introductions and clear transitions, and create strong closings that appeal to a variety of audiences. Additionally, participants will develop effective messages by applying best practices, including the use of visual aids. Who Takes This Course: This course is designed for individuals who want to improve the quality and impact of their briefings and presentations. Analyze the characteristics of effective briefings and presentations Prepare for delivering different types of briefings and presentations Develop a natural speaking presence for delivering presentations Use compelling visuals and stories to engage your audience Deliver an effective presentation using industry best practices Introduction to Briefings and Presentations Preparing for Briefings and Presentations Delivery Skills and Challenges Making Presentations Memorable Capstone: Delivering Effective Presentations Leadership & Management Course days $1,009 Jun 18-20, Dallas, TX Oct 16-18, San Diego, CA Apr 11-13, Oct 30-Nov 1, May 30-Jun 1, Aug 21-23, Sep 27-29, Oct 2-4, Nov 15-17, Dec 18-20, Field of Study: Communications PDU CREDITS: 21 Business Writing Grammar Refresher Communicating Strategically Influencing Skills Data Visualization REQUIRED MATERIALS: Participants may bring smart device to record presentations. COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, and discussion Customer service is crucial for organizations across all industries and sectors, public and private. Providing exceptional customer service starts with understanding who your customers are and establishing a customer focus to meet their needs. Learn and practice the skills involved in establishing a genuine customer focus, determining customer expectations, communicating with customers, dealing with difficult customers, and evaluating customer service. Who Takes This Course: This course is designed for professionals looking to improve the customer service experience and develop techniques to build strong customer relationships. Examine the value of providing exceptional customer service in today s business environment Explore how service is defined by customers Communicate effectively and genuinely with customers Apply strategies to better deal with challenging customers Objectively evaluate customer service efforts Establishing a Customer Focus Determining Customer Expectations Communicating with Customers Dealing with Challenging Customers Evaluating Customer Service Leadership & Management Course days $689 *Remote Seats Available *Aug 22-23, Oct 16-17, *Dec 11-12, *Feb 15-16, *Jun 25-26, Field of Study: Communications Interpersonal Skills: Developing Effective Relationships Resolving Conflict COURSE FORMAT: Individual and group practical exercises, discussions, and application planning KEY Visit to learn more about Leadership & Management courses, schedules, and registration information. Journey to Success for Leadership and Management Professionals START Communicating Strategically Creativity and Innovation AC AN FM GA Leadership and Management Skills for Non-Managers Motivating and Engaging Others Apply our peer-to-peer coaching techniques to enhance personal and team leadership development. Interpersonal Skills: Developing Effective Relationships AC HR Critical Thinking for Problem Solving AC Anytime Coaching AC Fostering Accountability, Adaptability & Resilience Supervising Employee Performance Building and Sustaining Teams LEADERSHIP & MANAGEMENT RECOMMENDED COURSES Areas of expertise that heavily utilize leadership and management skills HR AC From Tactical to Strategic Thinking Fostering a Diverse and Inclusive Workplace AC Acquisition AN Analytics FM Financial Management Need to enhance your leadership skills? Pursue a Leadership & Management Certificate Program. AN AC FM AC Advanced Leadership Skills & Techniques AC FM ADDITIONAL RESOURCES GA HR Grants Business Writing Briefing and Presentation Skills Leadership Skills and Techniques Navigating Change in Turbulent Times HR Human Resources 132 Printed content subject to change. Visit our website for the latest schedule and course information. 133

69 It was beneficial to learn about some of the key project management tools and how to break down a project as a series of tasks and activities. PM Participant Feedback: Project Management Principles (Page 136) Project & Program Management Skilled project and program managers are critical to successfully meeting an organization s unique goals and objectives in a relentlessly project-driven culture. Immerse yourself in our integrated project and program management curriculum and walk away equipped with the skills needed to solve complex issues, allowing you to make a major impact on the achievement of your organization s mission. NEW COURSES FAC-P/PM-IT Core-Plus: IT Infrastructure and Architectural Design (Page 150) FAC-P/PM-IT Core-Plus: IT Management, Security, and Performance Assurance (Page 150) Introduction to Acquisition of Agile Services (Page 147) Check out our FAI-verified FAC-P/PM Certification Training on pages !

70 PROJECT MANAGEMENT PROJECT MANAGEMENT Project Management Principles PMP Exam Prep Boot Camp VIRTUAL SELF-PACED e-learning VIRTUAL This comprehensive course focuses on the project management principles and best practices aligned with A Guide to the Project Management Body of Knowledge (PMBOK Guide), and many of the GAO guides. Participants will obtain knowledge, tools, techniques, and best practices to successfully manage a project from initiation to final closeout. You will learn techniques designed to help solidify concepts and from the basis for future, more advanced studies. It also provides a basis for those participants seeking PMI s Project Management Professional (PMP ) credential. Who Takes This Course: This course is intended for entry and intermediate level program and project managers. Explain fundamental project management concepts Develop a project charter Develop components of a project management plan Create a communications management plan Develop a Work Breakdown Structure (WBS) Create a realistic schedule Complete project activities given a project budget Prepare for change to a project baseline Develop a risk plan Develop a Performance Measurement Baseline (PMB) Monitor and report project status Close out a project and capture lessons learned Create an on-the-job action plan Defining Federal Projects Characteristics of a Project Sources of Projects Project Charter Project Management Principle Action Plan Planning Federal Projects Project Management Framework The Importance of Planning The Project Management Plan Planning Approaches Project Management Principles Action Plan Communicating with Stakeholders Identifying Project Stakeholders The Communication Process The Communications Management Plan Project Management Principles Action Plan Breaking Down Project Work Overview of the Work Breakdown Structure (WBS) WBS Approaches Developing a WBS Project Management Principles Action Plan Estimating Project Resources The Purpose of Scheduling Developing a Project Schedule Estimating Project Costs Managing to a Project Budget Project Management Principles Action Plan Preparing for Change and Risk Project Change Change Management Process Change Management Plan Project Risk Risk and Opportunity Management Process Risk Management Plan Project Management Principles Action Plan Developing a Performance Measurement Baseline Control Gate Reviews Performance Measurement Baseline (PMB) Project Management Principles Action Plan Managing the Project The Managing Cycle Identifying Variance Determining Corrective Action Reporting Project Status Project Management Principles Action Plan Closing the Project Closing Projects Lessons Learned Project Management Principles Next Steps Action Plan Project Management Review Game Course days $1,569 Jun 11-13, Oct 4-6, Apr 2-4, San Diego, CA Mar 12-14, Seattle, WA Aug 21-23, Apr 9-11, Jul 10-12, Aug 16-18, Sep 25-27, Nov 15-17, VIRTUAL 3 days $1,569 See our website for the latest schedule. SELF-PACED e-learning $1,109 Field of Study: Management Advisory Services PDU CREDITS: 21 Leadership and Communication Skills for Project Managers Managing Scope, Schedule, and Cost Project Risk Management Requirements Management for Project Managers ACE CREDIT RECOMMENDATIONS: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, or Business Administration. COURSE FORMAT: Presentation, group and individual exercises, and group activities PMP is a registered mark of the Project Management Institute, Inc. Participants learn concepts of project management to prepare for the exam. They are given access to the webinar, Completing Your PMP Application: Learning from an Expert, which walks through submitting their application to PMI. Participants prepare for test day by answering sample exam questions during and after class using our online PM PowerTrac simulator, which provides explanations for both correct and incorrect answers. In addition to the simulator, there are downloadable practice questions and flash cards. Participants view exam scores and take as many practice exams as needed until prepared to sit for the PMP exam. Who Takes This Course: This course is intended for intermediate level program and project managers. Examine your approach to learning, studying, and test-taking Evaluate your strengths and weaknesses Recognize the critical terms and concepts within the project management framework Demonstrate knowledge of the key elements of each of the project management processes Describe the interactions among the processes Determine those areas that are important to study versus others that are nice to know Explain the key points in terms of Professional Responsibility in project management Avoid common pitfalls associated with taking this exam Learning, Studying, and Test Taking Test and Performance Anxiety What Kind of Learner Are You? Studying Best Practices Project Management Framework Purpose of the PMBOK Guide Key Project Management Terminology Organizational Influences on Project Management Scalability of Project Management What Is a Process? Process Groups and Knowledge Areas Initiating Process Group What s Important The Role Delineation Study Domain 1: Initiating Initiating Process Group Project Integration Management Project Stakeholder Management Prepare Your Study Plan Planning Process Group What s Important The Role Delineation Study Domain 2: Planning Planning Process Group Project Integration Management Project Scope Management Project Time Management Project Cost Management Project Quality Management Project Human Resource Management Project Communications Management Project Risk Management Project Procurement Management Project Stakeholder Management Executing Process Group What s Important The Role Delineation Study Domain 3: Executing Executing Process Group Project Integration Management Project Quality Management Project Human Resource Management Project Communications Management Project Procurement Management Project Stakeholder Management Prepare Your Study Plan Monitoring and Controlling Process Group What s Important The Role Delineation Study Domain IV: Monitoring and Controlling Monitoring and Controlling Process Group Project Integration Management Project Scope Management Project Time Management Project Cost Management Project Quality Management Project Communications Management Project Risk Management Project Procurement Management Project Stakeholder Management Prepare Your Study Plan Closing Process Group What s Important The Role Delineation Study Domain 5: Closing Closing Process Group Project Integration Management Project Procurement Management Prepare Your Study Plan Study Tips Reference Materials Study Tips Test Tips Test Strategy Next Steps Course days $2,119 Sep 18-22, Mar 26-30, Jul 24-28, Dec 4-8, Feb 12-16, May 14-18, VIRTUAL 5 days $2,119 See our website for the latest schedule. NASBA CPE CREDITS: 40 Field of Study: Management Advisory Services PDU CREDITS: 35 CEU CREDITS: 3.2 CLP CREDITS: 40 SUGGESTED Strong knowledge of project management fundamental and intermediate skills at the application level Leadership and Communication Skills for Project Managers Managing Scope, Schedule, and Cost Project Management Principles Project Risk Management Program Management Managing Complex Projects Mission Driven Project Management: From Strategy to Action Leading and Managing High-Performing Project Teams COURSE FORMAT: Practical examples, class discussions, exercises, representative practice test, study tips and techniques, and a PMP exam preparation and study plan 136 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

71 PROJECT MANAGEMENT PROJECT MANAGEMENT Leadership and Communication Skills for Project Managers Project Risk Management Managing Scope, Schedule, and Cost Managing Multiple Projects VIRTUAL SELF-PACED e-learning VIRTUAL SELF-PACED e-learning VIRTUAL SELF-PACED e-learning This course addresses the challenges of project leadership. It evaluates motivational approaches, helps project leaders assess their personal styles, describes barriers to team performance and the stages of team development, explains how to resolve conflicts and manage agreement, and instructs how to enhance communications effectiveness. Discover which forms of leadership and communication are best suited to your personality. Learn techniques for resolving conflict, managing team issues, and analyzing stages of team development to maximize project team effectiveness. Who Takes This Course: This course is intended for entry and intermediate level program and project managers. This course offers proven methods for incorporating risk management processes as elements of project management. Learn different approaches to identify risks, qualitative and quantitative methods to analyze risks and determine impacts, risk ranking and response techniques, and approaches to monitor, control, and communicate risks throughout the project lifecycle. Increase project success by applying techniques to reduce threats and enhance unexpected opportunities. Learn how to prepare a risk management plan. Discover different approaches to identify, assess, and quantify risks and their impacts. Who Takes This Course: This course is intended for intermediate level program and project managers. Delivering a project within the time frame promised (schedule), budget allocated (cost), and with all the bells and whistles (scope) are fundamental issues for all facets of organizational success and touch every aspect of the entity. Whether delivering a new building, software project, research program, or a nuclear submarine, all projects require constant monitoring and controlling to meet objectives on time and within budget. By identifying early warning indicators, you will gain greater insight into potential risk areas and take the corrective action to keep the project under control. Who Takes This Course: This course is intended for project and program managers budgeting skills. This course focuses on challenges of tools and techniques for successful management of multiple related and unrelated projects. In this course, participants learn to successfully apply tools and techniques to ensure projects succeed. Participants gain insight into multitasking strategies, planning and scheduling multiple projects, analyzing and evaluating schedules, prioritizing project work, effective delegation, and specific strategies for monitoring and controlling multiple projects. Who Takes This Course: This course is intended for intermediate level program and project managers. Discuss key project scope, schedule, and cost concepts Evaluate a deliverable-based Work Breakdown Structure (WBS) and create a WBS dictionary Validate a project schedule and demonstrate schedule compression techniques Evaluate and validate cost estimates Analyze project performance and recommend corrective action Create an on-the-job action plan Understand key concepts related to managing multiple projects Apply effective multitasking strategies Plan and schedule multiple projects Perform an assessment of multiple project schedules Prioritize and delegate project work Monitor, control, and report on multiple projects Demonstrate leadership skills and apply proven techniques in leading teams Apply communication best practices in projects Evaluate different motivational approaches Identify benefits of using the Myers-Briggs Type Indicator (MBTI ) in working with project teams Create high-performance project teams Identify and resolve conflicts by practicing five different conflict resolution approaches Leadership and the Project Manager Communications in Projects Motivational Approaches Using the MBTI Effective Teams Managing Conflict & Agreement Action Planning Course days $1,569 Jul 10-12, San Francisco, CA Sep 25-27, Aug 2-4, Sep 11-13, VIRTUAL 3 days $1,569 See our website for the latest schedule. SELF-PACED e-learning $1,109 Field of Study: Management Advisory Services PDU CREDITS: 21 SUGGESTED Project Management Principles ACE CREDIT RECOMMENDATIONS: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, or Business Administration. COURSE FORMAT: Presentation, class exercises, and group activities Apply scalable planning methods to prepare for project risk management Prepare a risk management plan to guide your risk approach Identify project risks by using different identification tools Integrate risk management techniques and results into a balanced project management approach Use multiple techniques to identify and document risks Perform qualitative risk analysis to prioritize risks for response and monitoring Perform quantitative risk analysis to assess risk to the overall project cost and schedule objectives Incorporate expected value, probability, and distribution into your risk analysis Estimate and characterize the impact and timing of risks on your project Determine and implement appropriate risk response strategies based on risk analysis Monitor and control identified and emerging risks based on risk plan and project execution results Communicate risks effectively to all project stakeholders Risk Management Overview Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Control Risks Course Summary Course days $1,569 Sep 18-20, Jul 17-19, VIRTUAL 3 days $1,569 See our website for the latest schedule. SELF-PACED e-learning $1,109 Field of Study: Management Advisory Services PDU CREDITS: 21 SUGGESTED Project Management Principles ACE CREDIT RECOMMENDATIONS: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Risk Management, or Business Administration. Note that ACE will only award credit for either Project Risk Management or IT Project Risk Management. COURSE FORMAT: Presentation, class exercises, and case studies Scope, Schedule, and Cost Overview Scope Schedule Cost Managing Scope, Schedule, and Cost Developing an Action Plan Course days $1,569 Jul 10-12, Nov 1-3, May 14-16, VIRTUAL 3 days $1,569 See our website for the latest schedule. SELF-PACED e-learning $1,109 Field of Study: Management Advisory Services PDU CREDITS: 21 SUGGESTED Project Management Principles ACE CREDIT RECOMMENDATIONS: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, or Business Administration. COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, threaded case study, and action planning for on-the-job implementation Key Concepts Multitasking Planning & Scheduling Multiple Projects Assessing Multiple Project Schedules Prioritizing & Delegating Monitoring, Controlling, & Reporting Action Planning Course days $1,569 Aug 21-23, Oct 11-13, Feb 12-14, Jun 11-13, Field of Study: Management Advisory Services PDU CREDITS: 21 SUGGESTED Leadership and Communication Skills for Successful Project Managers Project Management Principles Making Decisions Using Earned Value Managing Scope, Schedule, and Cost Project Cost Estimating Project Risk Management COURSE FORMAT: Presentation, class simulations, and group and individual exercises 138 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

72 PROJECT MANAGEMENT PROJECT MANAGEMENT Project Cost Estimating Program Management Assessing and Recovering Troubled Projects Leading and Managing High-Performing Project Teams VIRTUAL This in-depth course focuses on approaches to estimating costs and schedules for any project. Understand the various project areas that must be estimated and the tools and methodologies best suited for the estimates you will prepare. Additionally, you ll recognize the importance of effective estimating throughout the project management lifecycle. Who Takes This Course: This course is intended for intermediate level program and project managers. This course is not only about managing and coordinating multiple projects within an organization it is about ensuring that projects align with agency goals, maximizing performance, and minimizing risk. Agencies that are investing in building program management expertise are realizing greater program success. With a focus on Federal program application and a hands-on approach, participants will learn to make decisions that accomplish strategic objectives and manage change, risks, and program challenges. Who Takes This Course: This course is intended for advanced level program and project managers. This course teaches participants how to determine the symptoms of a challenged project, create an assessment and recovery process, and prevent future issues. In addition, you will learn how to exercise appropriate project control throughout the recovery of challenged projects and identify when a project is failing, thus applying corrective action to meet customer requirements and finish on time and within budget. Upon completion, participants will understand both the human and process dimensions of successfully assessing and recovering a challenged project. Who Takes This Course: This course is intended for advanced level program and project managers. This course develops competencies in skills such as improving selfunderstanding, assessing the effectiveness of others, team building, leadership, motivation, and conflict resolution. Build competencies to promote project success, which hinges not only on the effectiveness of the project team and how well they work together, but also on the project manager s ability to lead and manage the team and focus on people issues. Participants gain an understanding of how to assess and sustain effective team performance throughout the project lifecycle as well as how to identify and resolve key resource issues. Who Takes This Course: This course is intended for advanced level program and project managers. Analyze scenarios to identify symptoms of challenged projects Establish a process for assessing and recovering challenged projects Demonstrate the assessment and recovery process initiating phase Explain the assessment and recovery process planning phase Explain the assessment and recovery process assessment phase Explain the assessment and recovery process recovery phase Explain the assessment and recovery process managing and transition phase Discuss the prevention of challenged projects Create an on-the-job action plan Identify the characteristics of highperforming project teams Effectively launch a new project team Encourage peak performance in project teams Apply leadership skills to develop team members competence and commitment Lead and manage remote project teams Define cost estimating, cost estimating terms, and cost estimating concepts such as basis of estimate Create and use a solid Work Breakdown Structure (WBS) and Resource Breakdown Structure (RBS) to estimate cost and work Create cost estimates using different estimating techniques Apply a formal process to create a cost estimate for any project Cost Estimating Overview Getting Started Estimating Techniques Finalizing the Estimate Course Summary Course days $1,319 Aug 23-24, Apr 16-17, Field of Study: Management Advisory Services PDU CREDITS: 14 SUGGESTED Project Management Principles Managing Project Quality Managing Scope, Schedule, and Cost Microsoft Project 2010: Level 2 Project Risk Management COURSE FORMAT: Presentation, class exercises, and case studies Increase effectiveness and efficiency as a program manager in a Federal acquisition environment Analyze program, project, and portfolio applications within the Federal government Explore the program lifecycle and identify success factors at each step in the process Evaluate the relationship between program requirements and overall success criteria Implement various program management tools and techniques Apply effective leadership strategies for program management Maintain continuous alignment of program scope with strategic objectives Analyze differences between program and project risks Ensure the quality of project deliverables and their impact on program level management Coordinate program and project activities Maintain communication with internal and external stakeholders at multiple levels Close out a program Program Initiation Structures and Stakeholders in Program Initiation Program Leadership and Communications Program Planning Program Execution, Monitoring, and Control Closing Out the Program Course days $1,569 Aug 16-18, Feb 5-7, VIRTUAL 3 days $1,569 See our website for the latest schedule. Field of Study: Management Advisory Services PDU CREDITS: 21 SUGGESTED Project Management Principles Project Risk Management Leading and Managing High- Performing Teams ACE CREDIT RECOMMENDATIONS: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, or Business Administration. COURSE FORMAT: Practical examples, class discussions, group and individual exercises, threaded case study, and action planning for on-the-job implementation. Overview of the Project Assessment and Recovery Process Developing an Assessment and Recovery Project Charter Planning the Challenged Project s Assessment Assessing the Challenged Project Developing the Challenged Project s Recovery Plan Managing Project Recovery and Transition Preventing Challenged Projects Developing an Action Plan Course days $1,319 Jul 20-21, Mar 8-9, Field of Study: Management Advisory Services PDU CREDITS: 14 Leading and Managing High- Performing Project Teams Managing Complex Projects Managing Stakeholder Expectations Program Management COURSE FORMAT: Presentation, class discussions, practical activities, group and individual activities, threaded case study, and action planning for on-the-job implementation Key Concepts Launching a Project Team Building a High-performing Project Team Team Leadership Leading & Managing Remote Project Teams Course Summary Course days $1,319 Aug 3-4, Oct 2-3, Apr 2-3, Field of Study: Management Advisory Services PDU CREDITS: 14 SUGGESTED Leadership and Communication Skills for Project Managers Project Management Principles Managing Complex Projects Managing Stakeholder Expectations Making Decisions Using Earned Value COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, threaded case study, and action planning for on-the-job implementation 140 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

73 PROJECT MANAGEMENT PROJECT MANAGEMENT Requirements Management for Project Managers Making Decisions Using Earned Value Building Business Cases Strategic Portfolio and Resource Management SELF-PACED e-learning VIRTUAL This course presents a requirements management process and emphasizes the significance of requirements management throughout the project lifecycle, particularly as requirements change. Emphasis is on the necessity of identifying project stakeholders to identify requirements and managing stakeholder involvement throughout the project. Learn to manage requirements including implementing a requirements management process, requirements traceability, change control, verification and validation, and the use of progressive elaboration. Who Takes This Course: This course is intended for intermediate level program and project managers. Earned value management is a tool used to manage large, mission-critical projects and programs and to improve project planning, visibility, and control. Learn to capture data on project status, and to interpret that data. Learn to identify cost and schedule overruns. Grasp techniques to compare actual work accomplished against baseline schedules and cost. Identify early warning signs to gain insight into risks and prepare accurate completion time and cost forecasts. Learn to use EVM to evaluate internal and contractor performance and as a critical element of capital planning and investment control. Who Takes This Course: This course is intended for intermediate level program and project managers. This class equips participants with the techniques to develop a defensible business case for projects. Learn how to specify benefits and complete a clear cost-benefit analysis. Learn to develop a business case that assesses the costs and benefits of a potential initiative. Deliver a business case that provides justification for the project in terms of value added to the organization as a result of the solution and is used to select and prioritize opportunities. Each participant is given a CD containing additional resources. Who Takes This Course: This course is intended for intermediate level program and project managers and business analysts. This course provides an approach to creating and managing a project portfolio and helps participants understand the value of portfolio management. Learn about stakeholder roles and responsibilities; define and understand a portfolio management process; identify tools, techniques, and best practices for portfolio management; and define the Program Management Office (PMO) or Portfolio Executive Office (PEO) in portfolio management. Who Takes This Course: This course is intended for advanced level program and project managers. Identify the framework for completing analysis Describe the components of a business and technology assessment Explain techniques used in assessing risk Discuss the relationship between estimating and prioritization List ways to estimate the benefits of a project Categorize benefits Describe various techniques for calculating a project s value Examine the benefits of project portfolio management Assess how project portfolio management contributes to organizational success Formulate a plan for identifying and applying selection criteria to project portfolio components Interpret the principles of strategic resourcing Formulate effective project portfolio reports Select tools and techniques to balance a project portfolio Explain the importance of requirements for project success Use a requirements management process Use a stakeholder-centric approach for requirements management Conduct requirements planning and requirements gathering Manage requirements risks on a project Determine the project requirements baseline in conjunction with stakeholders Use verification and validation methods to prepare for a customer review of the requirements Manage the project to meet requirements Create a list of best practices for requirements management and develop an action plan for implementation Requirements Management Overview Stakeholders and Requirements Management Managing Requirements Risk Verifying and Validating Requirements Managing Projects to Meet Requirements Requirements Management Essentials Course days $1,569 Aug 30-Sep 1, Mar 26-28, SELF-PACED e-learning $1,109 Field of Study: Management Advisory Services PDU CREDITS: 21 SUGGESTED Project Management Principles ACE CREDIT RECOMMENDATIONS: In the upper-division baccalaureate degree category, 1 semester hour in Configuration Management and 1 in Requirements Planning. This course is recommended for a total of 2 semester hours at the upper-division baccalaureate degree category. COURSE FORMAT: Presentation, class discussion, practical activities, group and individual exercises, threaded case study, compilation of best practices, and action planning for on-the-job implementation Define key concepts of Earned Value Management (EVM) List the considerations needed to implement EVM effectively Create and evaluate a Performance Measurement Baseline (PMB) from plan components Compare planned project performance with actual performance results Measure project performance using EV metrics Use EVM data to forecast budget and schedule completion Create a status report based on objective EVM metrics Analyze EVM data to make project decisions and determine corrective measures Earned Value Management Overview Baselining the Project Measuring Progress Comparing and Analyzing Making Corrections Course days $1,319 Aug 10-11, Oct 30-31, Mar 1-2, VIRTUAL 2 days $1,319 See our website for the latest schedule. Field of Study: Management Advisory Services PDU CREDITS: 14 SUGGESTED Managing Scope, Schedule and Cost Project Management Principles Leadership and Communication Skills for Project Managers PMP Exam Prep Boot Camp Project Risk Management Project Cost Estimating COURSE FORMAT: Presentation, class exercises, and case studies Analysis Framework Business and Technology Assessment Risk Assessment Prioritization Documenting the Business Case Estimating the Benefits Analyzing Benefits Cost-Benefit Results Course days $1,319 Sep 28-29, Mar 29-30, Field of Study: Management Advisory Services PD/CDU CREDITS: 14 PDU CREDITS: 14 SUGGESTED Crafting High-Quality Requirements Principles of Business Analysis Systems Integration, Verification, and Validation Requirements Management for Project Managers COURSE FORMAT: Presentation, class exercises, discussions, and practical activities Project Portfolio and Resource Management Developing the Project Portfolio Management Structure Selecting Project Portfolio Components Preparing to Manage the Project Portfolio Managing the Project Portfolio Course 6187 Field of Study: Management Advisory Services Course Level: Advanced PDU CREDITS: 14 SUGGESTED Strong knowledge of project management fundamental and intermediate skills at the application level Project Management Principles Program Management Leading and Managing High- Performing Project Teams Managing Complex Projects Assessing and Recovering Troubled Projects COURSE FORMAT: Presentation, class exercises, and case studies 142 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

74 PROJECT MANAGEMENT PROJECT MANAGEMENT Project Management Essentials for Non-Project Managers Project Management Simulation Principles of Business Analysis Crafting High-Quality Requirements VIRTUAL VIRTUAL SELF-PACED e-learning VIRTUAL This course introduces project management concepts and sets a baseline for understanding terminology. It provides participants with techniques to effectively manage and participate in small, low risk projects. Participants will learn to apply elemental basics of project management to their work and create action plans for on-the-job application. Who Takes This Course: This course is designed for anyone who needs to know how to manage tasks or small projects with a structured approach to ensure success. This advanced simulation course provides a case-study-based simulation where participants experience the real-world application of project management techniques. They create a work breakdown structure, generate a schedule using critical path analysis, employ earned value metrics to measure the progress of the project, analyze risk, and consider lessons learned. Participants will use estimating tools and project management software outputs as they develop and manage a project from inception through closeout. Who Takes This Course: This course is intended for advanced level program and project managers. This comprehensive course focuses on business analysis concepts and lays the groundwork for future advanced studies. It introduces the business analysis knowledge areas (Business Analysis Planning and Monitoring, Elicitation and Collaboration, Requirements Lifecycle Management, Strategy Analysis, Requirements Analysis and Design Definition, and Solution Area), tasks, underlying competencies, techniques, and perspectives on how to approach business analysis. This course equips participants with the practical skills required to succeed, grow, and perform effectively in the business analysis role. Who Takes This Course: This course is intended for entry level program and project managers and business analysts. This course helps participants develop a proactive environment for requirements gathering and analysis. Learn ways to identify, document, analyze, and track requirements. It also illustrates the importance of allocating and tracing requirements, and discusses validation and verification. Methods for developing tools and techniques used throughout the requirements process are presented. Participants will create best practice templates and documents to reduce requirements-induced defects. Who Takes This Course: This course is intended for intermediate level program and project managers and business analysts. Discuss fundamental business analysis concepts Distinguish between the roles of a business analyst and project manager Identify the key business analyst responsibilities and deliverables in each of the knowledge areas Identify stakeholders and select appropriate techniques for eliciting their requirements Understand business analysis tasks necessary to complete a business analysis effort Describe how a business analyst works with stakeholders to identify and comprehend their needs Clarify needs and solutions with various stakeholder groups Define business analysis tasks that progressively elaborate stakeholder and solution requirements Describe the responsibilities of the business analyst and the major deliverables in the business systems requirements analysis process Prepare an elicitation plan tailored to the project environment and the development lifecycle Analyze requirements using key modeling techniques Recognize and compose clear requirements statements Create a high-level model of project scope using a use case diagram Create models of stakeholder requirements using use cases and user stories Derive and write solution requirements from use cases Examine the value of both documenting requirements to aid project stakeholders in structuring requirements for use and validating requirements to determine when a project can proceed to design Explain project management terminology and concepts Understand project management processes and why they are important Explain the roles and responsibilities of project team members and the concept of stakeholders Use standard project management tools and techniques to manage project work Understand what information should be collected to report status to stakeholders Communicate project status using a thorough checklist State project objectives using SMART guidelines Understand project schedule concepts and potential impacts to the schedule Understand project risk concepts and the importance of identifying risk up front Project Management Overview Defining the Project Planning the Project Organizing the Scope Scheduling the Project Project Budgeting Planning for Risk Approving the Project Management Plan Managing the Project Closing the Project Course Summary Human Capital & Human Resources Course days $1,319 Sep 18-19, Jun 4-5, Seattle, WA Oct 16-17, Aug 7-8, Oct 30-31, Feb 8-9, May 10-11, Field of Study: Management Advisory Services PDU CREDITS: 14 Managing Scope, Schedule and Cost Project Risk Management ACE CREDIT RECOMMENDATIONS: In the lower-division baccalaureate/ associate degree category, 1 semester hour in Business Administration. COURSE FORMAT: Presentation, class exercises, and case studies Identify stakeholders and determine their roles Tailor your project management approach based on project characteristics Create a plan to provide early warning of potential risk events Actively involve your team in project planning and the creation of a shared vision Evaluate project status and monitor progress Negotiate a baseline with a customer Use exception management techniques to address trouble spots Close out a project and capture lessons learned Initiating the Project Planning the Project, Part I Planning the Project, Part II Managing the Project Closing the Project Course days $1,939 Sep 11-14, Dec 11-14, VIRTUAL 4 days $1,939 See our website for the latest schedule. NASBA CPE CREDITS: 32 Field of Study: Management Advisory Services Course Level: Advanced PDU CREDITS: 28 CEU CREDITS: 2.5 CLP CREDITS: 32 SUGGESTED Managing Scope, Schedule, and Cost Managing Stakeholder Expectations PMP Exam Prep Boot Camp ACE CREDIT RECOMMENDATIONS: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, or Business Administration. Project Management, Management, or Business Administration. COURSE FORMAT: Presentation, class exercises, and case studies Business Analysis Overview Knowledge Area Overview Strategy Analysis Business Analysis Planning & Monitoring Elicitation and Collaboration Requirements Analysis and Design Definition Solution Evaluation Requirements Lifecycle Management Course Summary Course days $1,569 Tysons, VA Jul 24-26, Dec 11-13, VIRTUAL 3 days $1,569 See our website for the latest schedule. SELF-PACED e-learning $1,109 Field of Study: Management Advisory Services PD/CDU CREDITS: 21 PDU CREDITS: 21 ACE CREDIT RECOMMENDATIONS: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, Business Administration or Information Technology. COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, threaded case study, end-of-course exam, action planning for on-the-job implementation Key Business Analysis Concepts Elicitation and Collaboration Requirements Analysis and Design Definition Writing Requirements Analyzing Stakeholder Requirements Analyzing Solution Requirements Documenting and Validating Requirements Course Summary Course days $1,569 Sep 11-13, VIRTUAL 3 days $1,569 See our website for the latest schedule. Field of Study: Management Advisory Services PD/CDU CREDITS: 21 PDU CREDITS: 21 SUGGESTED Principles of Business Analysis Systems Integration, Verification, and Validation ACE CREDIT RECOMMENDATIONS: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, Business Administration or Information Technology. COURSE FORMAT: Presentation, class discussions, practical exercises, and action planning for on-the-job implementation 144 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

75 PROJECT MANAGEMENT FACE THE CHALLENGES of Applying an Agile Acquisition Framework to Your Organization REGISTER FOR Introduction to Acquisition of Agile Services Our Federal acquisition case study-based course will equip you with the knowledge needed to align the acquisition process with the technology lifecycle. Interested in bringing this course to your organization as a one-day workshop? Give us a call at Introduction to Acquisition of Agile Services This course is designed for the Federal acquisition workforce and addresses acquisition principles, with a focus on policies and processes. It is designed for the professional working in an Agile environment and those evaluating contracts proposing an Agile development approach. After reinforcing understanding of the Agile approach, individuals participate in role-play activities using Federal case studies. Gain the knowledge, skills, and tools needed to position projects for success. Who Takes This Course: This course is intended for IT program and project managers and contract personnel who work to align the acquisition process with the technology cycle. Recognize key principles of the Agile methodology Describe the characteristics of an effective Agile team Effectively plan an Agile acquisition Select the contracting approach for an Agile project Effectively monitor, control, and report on Agile acquisition projects Identify best practices for implementation of an Agile acquisition Agile Development Agile Acquisition in the Federal Government Developing the Agile Contract Executing Agile Contracts Course days $1,319 Sep 14-15, Oct 19-20, Field of Study: Management Advisory Services PDU CREDITS: 14 SUGGESTED Introduction to Federal Contracting Contracting Officer s Representative Course FAC-C or DAWIA Level I certified FAC-P/PM Level I certified Agile Project Management for the Federal Environment Agile Requirements: Creating User Stories Scrum Product Owner: A Federal Approach COURSE FORMAT: class discussions, activities, group and individual exercises, and case studies discussions, practical activities, group and individual exercises, and case studies Agile Project Management for the Federal Environment SELF-PACED e-learning This course addresses the application of Agile project management methodologies in a Federal environment. It moves beyond Agile s typical focus on software development and Information Technology (IT) to include applications in acquisition, program management, and non-it domains. This course focuses on project managers as leaders of teams working with the customer with an emphasis placed on value rather than cost. Learn various Agile methods, tools and techniques, and best practices to plan and implement Agile providing maximum value for stakeholders. Who Takes This Course: This course is intended for entry and intermediate level program and project managers and team members. Examine the differences between Agile project management and typical project management Describe the philosophy and framework of Agile development Examine the principles and practices using Scrum as a primary Agile project management process Review the unique characteristics of implementing Agile within the Federal environment Discover what is needed to initiate an Agile project Demonstrate what is involved in planning an Agile project Examine what is involved when executing an Agile project Practice approaches for monitoring and controlling an Agile project Explain the steps involved in closing out an Agile project Discuss how to implement Agile project management in the Federal environment Why Agile? Agile Development Applying Scrum Initiating in Agile Planning in Agile Executing an Agile Project Monitoring & Controlling an Agile Project Closing an Agile Project Implementing Agile in the Federal Environment Course days $1,569 San Francisco, CA May 14-16, Dec 11-13, Jul 17-19, Aug 30-Sep 1, SELF-PACED e-learning $1,109 Field of Study: Management Advisory Services PDU CREDITS: 21 SUGGESTED Project Management Principles Agile Requirements: Creating User Stories ScrumMaster: A Federal Approach ACE CREDIT RECOMMENDATIONS: In the upper-division baccalaureate degree category, 2 semester hours in Project Management or Business COURSE FORMAT: class discussions, practical activities, group and individual exercises, and a threaded case study Management Concepts

76 PROJECT MANAGEMENT PROJECT MANAGEMENT Scrum Product Owner: A Federal Approach ScrumMaster: A Federal Approach Agile Requirements: Creating User Stories Managing Stakeholder Expectations and Relationships Learn the responsibilities, challenges and expectations of the Product Owner role in the Federal environment. Learn how to infuse Federal priorities, goals, and visions into a development team and thereby build effective products. Learn to manage the product backlog and keep the project moving forward with each iteration. Accurately plan Sprints and estimate project delivery dates. Build a requirements document by managing and prioritizing the Product Backlog and work effectively on an Agile project with customers, users, and other stakeholders. Who Takes This Course: This course is intended for entry and intermediate level program and project managers. With a focus on Scrum for Federal projects, participants learn basics of Scrum, critical characteristics of a successful ScrumMaster, successes and challenges in a Federal environment, and how to plan and execute a Scrum project. The principles, advantages, and disadvantages of various Agile development methods become clear as participants organize and take part in Scrum teams, and role-play activities using Scrum case studies from Federal organizations. Participants develop an understanding of the challenges of being a ScrumMaster and applying the framework in a Federal environment. Who Takes This Course: This course is intended for entry and intermediate level program and project managers. Learn User Story gathering techniques and how to map them using story boards. Release planning and backlog grooming will help participants prioritize User Stories to ensure the work being done is the work that is needed. Learn to ensure User Stories emphasize the needs of the customer in developing a product via story cards, personas, and role cards. In addition, the principles and techniques used to develop and estimate User Stories are discussed and reinforced through exercises and case studies. Who Takes This Course: This course is intended for entry and intermediate level program and project managers and team members. This course focuses on a stakeholder-based approach in projects and examines what it takes to actively and successfully build and manage relationships with stakeholders. Aligning with the PMBOK Guide, it focuses on stakeholder identification, stakeholder management planning, and managing and controlling stakeholder engagement. Key inputs, various tools and techniques, and critical outputs are discussed in detail. Participants are provided with a Stakeholder Management Planner for use in recording specific plans for their real-world projects. Who Takes This Course: This course is intended for intermediate level program and project managers. Define the importance of User Stories in the Agile development framework Write effective and accurate User Stories Effectively communicate requirements using Agile techniques to address customers needs Create and maintain a product backlog Leverage practical techniques to gather User Stories Prioritize user requirements to ensure critical customer requirements are delivered first Distinguish between Agile development methods and traditional development methods Trace the use of User Stories throughout the different stages of Scrum Analyze the impact of project roles on the creation of User Stories Create an On-The-Job (OTJ) action plan Describe the importance of stakeholder management in Federal projects Identify project stakeholders Develop a stakeholder management plan Manage and control stakeholder engagement Create an on-the-job action plan Describe the framework of Agile development within typical project management Recognize key responsibilities of an Agile Product Owner in a Federal environment Accurately plan sprints and estimate project delivery dates in order to keep the project moving forward Build a requirements document by managing and prioritizing the Product Backlog Apply effective practices from a Product Owner perspective Work effectively on an Agile project with customers, users, and other Federal stakeholders Review the unique challenges Agile Product Owners have within the Federal environment Agile Scrum Framework Federal Agile Scrum Team Product Vision and Agile Discovery Release Plan Product Backlog Sprint Planning Execution and Evaluation The Government and the Product Owner: What s Next? Course days $1,319 Oct 10-11, Apr 2-3, Field of Study: Management Advisory Services PDU CREDITS: 14 SUGGESTED Agile Project Management for the Federal Environment Introduction to Acquisition of Agile Services ScrumMaster: A Federal Approach COURSE FORMAT: Presentation, class discussions, practical activities, and group and individual exercises Manage Scrum projects Recognize key principles of Agile and the Scrum framework Build and manage a productive, self-organizing development team Recognize implementation challenges within Federal Government lifecycles Create fully functioning applications on time with effective sprint and release planning Manage and facilitate key deliverables during implementation Effectively monitor and report during the Scrum process Recognize challenges for continuous improvement Agile Framework Scrum Roles Federal ScrumMaster Planning ScrumMaster Techniques Monitoring the Scrum Project Federal Considerations Course days $1,319 Jul 13-14, Sep 18-19, Oct 12-13, May 21-22, Field of Study: Management Advisory Services PDU CREDITS: 14 SUGGESTED Agile Project Management for the Federal Environment Introduction to Acquisition of Agile Services Scrum Product Owner: A Federal Approach COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, and a threaded case study User Stories in Agile Development User Stories and Personas Story Gathering Techniques & Product Backlogs User Stories in Sprint Planning Execution and Acceptance User Stories Essentials Course days $1,319 Oct 26-27, Feb 26-27, Jun 4-5, Field of Study: Management Advisory Services PDU CREDITS: 14 CEU CREDITS: 1.4 SUGGESTED Agile Project Management for the Federal Environment Introduction to Acquisition of Agile Services ScrumMaster: A Federal Approach Scrum Product Owner: A Federal Approach COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, and a threaded case study Overview Identify Stakeholders Plan Stakeholder Management Manage & Control Stakeholder Engagement Action Planning Course days $1,319 Nov 29-30, Sep 14-15, Feb 8-9, Field of Study: Management Advisory Services PDU CREDITS: 14 SUGGESTED Project Management Principles Project Risk Management Project Cost Estimating COURSE FORMAT: Practical examples, class discussions, group and individual exercises, threaded case study, and action planning for on-the-job implementation 148 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

77 ENTRY LEVEL MID LEVEL SENIOR LEVEL Requirements and Systems Management: Entry Level Course 6879 This course provides the foundation for effective requirements development and systems management. Satisfies the Requirements Development and Management Processes, Systems Engineering, Test and Evaluation, and Lifecycle Logistics performance outcomes necessary for FAC-P/PM Certification at the Entry Level. Requirements and Systems Management: Mid Level Course 6889 This course provides the foundation for effective requirements development and systems management. Satisfies the Requirements Development and Management Processes, Systems Engineering, Test and Evaluation, and Lifecycle Logistics performance outcomes necessary for FAC-P/PM Certification at the Mid Level. Systems Management: Senior Level Course 6894 Participants will assess how systems development fits into the overall Total Lifecycle Systems Management (TLCSM) environment. Satisfies the Requirements Development and Management Process; Systems Engineering; Test and Evaluation; Lifecycle Logistics; and Business, Cost, and Financial Management performance outcomes necessary for FAC-P/PM Certification at the Senior Level. FAC-P/PM Certification Training Management Concepts FAI-verified FAC-P/PM training meets all performance outcomes, including the management and technical competencies for FAC-P/PM-IT Core-Plus. Contracting: Entry Level Course 6878 This course provides an introduction to Federal contracting and focuses on the three phases of the acquisition lifecycle: acquisition planning, contract formation, and performance and administration. The curriculum is designed for entry level project managers. Satisfies the Contracting performance outcomes necessary for FAC-P/PM Certification at the Entry Level. Contracting: Mid Level Course 6888 This course differentiates between private and public sector contracting; discusses the mission, purpose, vision, and goals of Federal contracting; details the Federal Acquisition Regulation System (FAR) and acquisition lifecycle; and reviews the various roles and responsibilities of the acquisition team. Satisfies the Contracting performance outcomes necessary for FAC-P/PM Certification at the Mid Level. Contract Management: Senior Level Course 6893 This course provides an overview of managing Federal contracts with a focus on the acquisition plan, the pre-award and source selection process, leading and appraising contract execution, and formulating contract approaches for services and IT efforts. Satisfies the Contracting performance outcomes necessary for FAC-P/PM Certification at the Senior Level. FAC-P/PM-IT Core-Plus Management Competencies: Managing IT Projects Course 6136 This course is verified by FAI to satisfy all IT Core-Plus Specialization and Competency and performance outcome requirements for FPM 511. FAC-P/PM-IT Core-Plus: IT Infrastructure and Architectural Design Course 6019 The course verified by FAI to satisfy all IT Core-Plus Specialization and Competency and performance outcome requirements for FPM 513. FAC-P/PM-IT Core-Plus: IT Management, Security, and Performance Assurance Course 6020 This course is verified by FAI to satisfy all IT Core-Plus Specialization and Competency and performance outcome requirements for FPM 512. Business, Cost, and Financial Management: Entry Level Course 6877 This course provides the foundation for effective cost estimating, Federal budgeting, and implementing Earned Value Management (EVM) on projects. Satisfies the Business, Cost, and Financial Management performance outcomes necessary for FAC-P/PM Certification at the Entry Level. Leading Acquisition Projects: Entry Level Course 6876 This course covers key leadership skills including holding yourself and others accountable for project results, building relationships, solving problems, managing conflict, communicating effectively, and demonstrating outstanding customer service. Satisfies the Leadership and Professional Skills performance outcomes necessary for FAC-P/PM Certification at the Entry Level. Business, Cost, and Financial Management: Mid Level Course 6887 This course provides the foundation for effective cost estimating, Federal budgeting, and implementing Earned Value Management (EVM) on projects. Satisfies the Business, Cost, and Financial Management performance outcomes necessary for FAC-P/PM Certification at the Mid Level. Leading Acquisition Projects: Mid Level Course 6886 This course explores key leadership skills, including building high-performing project teams, building networks and professional alliances, managing conflicts, making decisions, developing team members, and demonstrating creativity and innovation. Satisfies the Leadership and Professional Skills performance outcomes necessary for FAC-P/PM Certification at the Mid Level. Business, Cost, and Financial Management: Senior Level Course 6892 This course provides an overview on managing cost estimating, Federal budgeting, and implementing Earned Value Management (EVM) on programs. Satisfies the Business, Cost, and Financial Management performance outcomes necessary for FAC-P/PM Certification at the Senior Level. Leadership and Strategic Management: Senior Level Course 6891 This course focuses on the ability to lead projects strategically within the Federal environment. Participants will determine how to identify key issues that can inhibit a large-scale project from moving forward and discuss how to change the environment across decision support systems to meet strategic needs. Satisfies the Leadership and Professional Skills performance outcomes necessary for FAC-P/PM Certification at the Senior Level. 150 REGISTER FOR FAC-P/PM TRAINING TODAY! Training Modalities: VIRTUAL * *Private Group Training sessions can be delivered in a live or virtual classroom setting. 151

78 PROJECT MANAGEMENT Plan. Do. Check. Act. Learn to use the concept of the Plan, Do, Check, Act (PDCA) project workflow throughout the entire project lifecycle to ensure continuous improvement. Unlike other IT PM training, Management Concepts courses: Include best practices from multiple standards as they apply throughout the project lifecycle Teach you to apply key techniques to IT projects from standards such as Lean, PMBOK, Software Extension to the PMBOK Guide, the Agile Manifesto, and BABOK Explain how to utilize tools and techniques from either an adaptive lifecycle (Agile, Scrum, XP, TDD) or a predictive lifecycle (traditional, sequential, waterfall) IT PM THE MASTERY SUITE FLEXIBLE, MODULAR TRAINING IT PM I: Initiating and Planning Successful Projects This course covers basic IT project management topics from initaion through planning phases. It includes best practices from multiple standards throughout the project lifecycle (e.g., Lean, PMBOK Guide, IEEE, the Agile Manifesto, BABOK, SFIA, SEBOK, PSM, and CMMI). Learn how to utilize tools and techniques from either an adaptive lifecycle (Agile, Scrum, XP, TDD) or a predictive lifecycle (traditional, waterfall). To ensure continuous improvement, participants learn to use the concept of the Plan, Do, Check, Act (PDCA) project workflow throughout the project lifecycle. Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers and IT team members. Identify the characteristics of IT project management and the roles involved in designing, developing, and delivering IT projects Describe the management and control of complexity of IT projects Understand how to align the needs of an organization s business and the usefulness of IT technology, tools, and applications Describe how to use different project lifecycles Understand the processes utilized to improve the chances of success Review the basic tools, techniques, and standard operational activities that can improve an IT project s successful outcomes Recognize the importance of adequate planning required to ensure a project has the necessary information, tools, techniques, and facilities it needs to be successful Describe the importance of adequate requirements management to the success of an IT project IT Projects Overview Managing IT Projects IT Project Lifecycles IT Project Processes IT Project Initialization Basic Tools and Techniques IT Project Planning: Part I IT Project Planning: Part II IT Project Requirements Management Course days $1,569 Aug 21-23, Jul 31-Aug 2, Nov 6-8, Feb 5-7, May 7-9, Field of Study: Management Advisory Service PDU CREDITS: 21 IT PM II: Executing, Controlling, and Closing Successful Projects COURSE FORMAT: Presentation, class discussions, practical activities, and group and individual exercises IT PM II: Executing, Controlling, and Closing Successful Projects This course covers basic IT project management topics involved in executing, managing, and completing IT projects. Examine multiple effective approaches such as: phased, deliverables, incremental, evolutionary, and Agile. Discuss implementing process improvement initiatives, quality assurance and control functions, and performance enhancement activities. Learn delivery methodologies used in innovative IT PM and activities used to produce successful software solutions. This course also walks the participant through the transition to Operations and Maintenance (O&M). Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers and IT team members. Describe the steps and techniques involved executing the project plan Identify how deliverables are produced and tracked against quality metrics Review monitoring and controlling techniques and how to correct for design and implementation problems Describe the characteristics of a proactive risk environment Summarize the concepts and differences of configuration management and change management Describe the process and steps involved in closing a project IT Project Execution IT Project Deliverables Development IT Project Monitoring & Controlling Risk and Issue Control Change/Configuration Management IT Project Closing Course days $1,319 Jul 17-18, Nov 6-7, Sep 11-12, Dec 4-5, Mar 1-2, Jun 28-29, Field of Study: Management Advisory Service PDU CREDITS: 14 IT PM II: Executing, Controlling, and Closing Successful Projects COURSE FORMAT: Presentation, class discussions, practical activities, and group and individual exercises It s not just project management... it s IT Project Management Management Concepts

79 PROJECT MANAGEMENT PROJECT MANAGEMENT IT Project Initialization and Integration IT Project Requirements and Configuration Management IT Project Planning, Management, and Risk IT Project Execution and Delivery This course explains initiating an IT project including business case development, project charter creation, estimation techniques, communications development, and stakeholder management. Learn about initialization and integration activities. Additionally, participants will ensure correct alignment between scope, time, cost, quality, and risk while accurately estimating resources using analogous, expert judgment, and parametric techniques. Participants create a communications plan and demonstrate how to analyze and manage stakeholders effectively. Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers. This course explains how to manage requirements on an IT project and covers activities involved including developing and managing requirements, lifecycle planning and alignment, managing project change, and managing the complexity of IT projects with configuration management. Apply the requirements management process and activities to an IT project. Learn how to effectively choose the most appropriate lifecycle model for a project. Learn to create an effective change management process. Learn to design an appropriate configuration management plan. Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers. This course explains the activities involved in planning an IT project including scope baseline development, time management, cost management, quality management, risk identification and management, and planning tools, techniques, and processes. Prepare the scope of a project using predictive and adaptive lifecycle approaches. Design a schedule including interdependencies, durations and resources, a budget that supports activities, tasks, and outcomes. In addition, develop a quality management plan, create an IT risk management program, and a planning process to execute and monitor progress. Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers. Participants learn to successfully execute an IT project, and different delivery methodologies and techniques including: project closing and contract completion, performance data collection and tracking, project closing process, team management, and conflict management. Participants learn execution activities and apply those to an IT project. Learn to examine different methodologies to produce and deliver fit-for-use deliverables, create a backlog using Agile/Scrum, and develop a performance data collection and tracking system. Prepare for project closeout and develop a team management plan. Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers. Prepare the scope of a project using the predictive and adaptive lifecycle approaches Design an IT project schedule including interdependencies durations and resources Design an IT project budget that supports the project activities, tasks, and outcomes Develop a quality management plan for an IT project Create an IT risk management program Develop a planning process to execute and monitor the progress of an IT project Examine the different methodologies needed to produce and deliver fit-for-use deliverables Create a backlog using Agile/ Scrum techniques Develop a performance data collection and tracking system for an IT project Prepare for the activities and tasks needed to completely close out a project Develop an effective team management plan Describe the steps necessary to initialize an IT project to improve the chances of success Explain how to ensure that a project has the correct alignment among the primary constraints of scope, time, cost, quality, and risk Demonstrate how to accurately and completely estimate the needed resources using analogous, expert judgement, and parametric techniques Create an effective communication plan for an IT project Demonstrate how to analyze and manage stakeholders effectively Project Initialization Project Integration Project Estimation Techniques Project Communications Management Project Stakeholder Management Course days $1,569 Oct 2-4, Apr 2-4, Field of Study: Management Advisory Service PDU CREDITS: 21 SUGGESTED IT PM I: Initialization and Planning Successful Projects IT PM II: Executing, Controlling, and Closing Successful Projects IT Project Requirements and Configuration Management IT Project Planning, Management, and Risk IT Project Execution and Delivery IT Project Monitoring and Controlling IT Project Acquisition and Vendor Management COURSE FORMAT: Lecture, discussion, individual and group exercises, and case studies Apply the requirements management process and activities to an IT project Describe how to effectively choose the most appropriate lifecycle model for a project Create an effective change management process Design an appropriate configuration management plan Requirements Management Lifecycle Development IT Project Change Management IT Project Configuration Management Course days $1,319 Jul 31-Aug 1, Oct 23-24, Apr 9-10, Field of Study: Management Advisory Service PDU CREDITS: 14 SUGGESTED IT PM I: Initialization and Planning Successful Projects IT PM II: Executing, Controlling, and Closing Successful Projects IT Project Planning, Management, and Risk IT Project Execution and Delivery IT Project Monitoring and Controlling IT Project Acquisition and Vendor Management COURSE FORMAT: Lecture, discussion, individual and group exercises, and case studies IT Project Scope Management IT Project Schedule Management IT Project Cost Management IT Project Quality Management IT Project Risk Management IT Project Planning Tools, Techniques, and Processes Course days $1,569 Sep 6-8, Aug 21-23, Nov 6-8, May 14-16, Field of Study: Management Advisory Service PDU CREDITS: 21 SUGGESTED IT PM I: Initialization and Planning Successful Projects IT PM II: Executing, Controlling, and Closing Successful Projects IT Project Execution and Delivery IT Project Monitoring and Controlling IT Project Acquisition and Vendor Management COURSE FORMAT: Lecture, discussion, individual and group exercises, and case studies IT Project Delivery Methodologies IT Project Execution Tools, Techniques, and Processes IT Project Closing Tools, Techniques, and Processes IT Project Team Management and Leadership Course days $1,319 Sep 18-19, Nov 27-28, May 21-22, Field of Study: Management Advisory Service PDU CREDITS: 14 SUGGESTED IT PM I: Initialization and Planning Successful Projects IT PM II: Executing, Controlling, and Closing Successful Projects IT Project Monitoring and Controlling IT Project Acquisition and Vendor Management COURSE FORMAT: Lecture, discussion, individual and group exercises, and case studies 154 Printed content subject to change. Visit our website for the latest schedule and course information Management Concepts

80 PROJECT MANAGEMENT IT Project Monitoring and Controlling IT Project Acquisition and Vendor Management Whether you are an aspiring or experienced project manager, a technical specialist serving in a project management capacity, or a contractor working with the Federal government, we ll help you stay ahead of the curve with our project and program management solutions. From professional development to achieving and maintaining certifications, our Training Course Guides below will help you to quickly gain insight and knowledge that is directly applicable back on the job. TRAINING COURSE GUIDE This course explains how to monitor and control an IT project and activities including monitoring and controlling project actuals to baseline variances, adequate progress and status reporting, project process improvement planning, critical path methods, and product backlog grooming. Learn to design a project process improvement plan using quality control data. Formulate a performance analysis on an IT project and complete a product backlog grooming activity using sprint performance results. Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers. Planning, managing, and controlling procurement and acquisitions is a crucial component of IT projects, especially in the area of human resources or staff augmentation. This course explains concepts of acquisition, contract basics, and management skills needed to deal with acquired technical resources. Learn about procurement and acquisition activities and apply them to an IT project. Develop procurement and acquisition strategies and plan for the use of external resources and supplies. Design a modular development acquisition strategy and prepare a vendor management plan for an IT project. Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers. Visit to learn more about Project & Program Management courses, schedules, and registration information. Journey to Success for Project & Program Management Professionals GENERAL PROJECT & PROGRAM MANAGEMENT Design a project process improvement plan using quality control data Formulate a performance analysis on an IT project Complete a product backlog grooming activity using sprint performance results IT Project Process Improvement Management IT Project Monitoring Tools, Techniques, and Processes IT Project Controlling Tools, Techniques, and Processes Course days $1,319 Nov 6-7, Dec 11-12, Sep 25-26, Dec 18-19, Jun 18-19, Field of Study: Management Advisory Service PDU CREDITS: 14 Develop a procurement/acquisition strategy and plan for the use of external resources, materials, and supplies Design a modular development acquisition strategy Prepare a vendor management plan for an IT project Project Acquisition Management Contracting for Modular Development Vendor Relationship Management Course days $1,319 Oct 12-13, Dec 4-5, Jun 11-12, Field of Study: Management Advisory Service PDU CREDITS: 14 START FAC-P/PM CERTIFICATION START Project Management Principles Building Business Cases Crafting High-Quality Requirements Requirements and Systems Management: Entry Level Leadership and Communication Skills for Project Managers Contracting: Entry Level Project Risk Management Making Decisions Using Earned Value Managing Scope, Schedule, and Cost Business, Cost, and Financial Management: Entry Level PMP Exam Prep Boot Camp Managing Stakeholder Expectations Program Management Leading Acquisition Projects: Entry Level SUGGESTED IT PM I: Initialization and Planning Successful Projects IT PM II: Executing, Controlling, and Closing Successful Projects IT Project Acquisition and Vendor Management COURSE FORMAT: Lecture, discussion, individual and group exercises, and case studies SUGGESTED IT PM I: Initialization and Planning Successful Projects IT PM II: Executing, Controlling, and Closing Successful Projects COURSE FORMAT: Lecture, discussion, individual and group exercises, and case studies Requirements and Systems Management: Mid Level Contracting: Mid Level Business, Cost, and Financial Management: Mid Level Leading Acquisition Projects: Mid Level Systems Management: Senior Level Contract Management: Senior Level Business, Cost, and Financial Management: Senior Level Leadership and Strategic Management: Senior Level KEY GENERAL PROJECT & PROGRAM MANAGEMENT COURSES FAI-VERIFIED FAC-P/PM Entry Level Mid Level Senior Level 156 Printed content subject to change. Visit our website for the latest schedule and course information. 157

81 CREDITS AND PROFESSIONAL CERTIFICATION TRAINING Many of the courses presented in this catalog meet the standards and requirements of the leading industry organizations detailed below. Students seeking to earn credentials or recognition from these organizations, such as college and continuing education credit and professional certification, can select from a broad array of offerings to further their professional development. Visit for more information. College Credit THE AMERICAN COUNCIL ON EDUCATION S COLLEGE CREDIT RECOMMENDATION SERVICE (ACE CREDIT ) The American Council on Education s College Credit Recommendation Service (ACE CREDIT ) has evaluated and recommended college credit for many of Management Concepts courses. Visit the ACE CREDIT website for more information. Continuing Education NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) CPE CREDIT Many of Management Concepts courses meet the professional certification and continuing education requirements for students seeking Continuing Professional Education (CPE) credits. NASBA CPE credit information will be detailed on the individual pages of courses meeting these requirements. GENERALLY ACCEPTED GOVERNMENT AUDITING STANDARDS (GAGAS) CPE CREDIT Our live classroom and instructor-facilitated online (asynchronous) grants courses meet the standards for Generally Accepted Government Auditing Standards (GAGAS) CPE credits, as established by the Government Accountability Office, Guidance on GAGAS Requirements for Continuing Professional Education, April Professional Certification Training PROJECT MANAGEMENT INSTITUTE (PMI ) CERTIFICATIONS As a PMI Charter Global Registered Education Provider, Management Concepts offers courses that earn students Professional Development Units (PDUs) that can be used to obtain or keep a Certified Associate in Project Management (CAPM ) or Project Management Professional (PMP) certification. FEDERAL ACQUISITION INSTITUTE S (FAI) FEDERAL ACQUISITION CERTIFICATIONS The Federal Acquisition Institute (FAI) is responsible for Federal civilian agency workforce development. Management Concepts offers the courses you need (including those with DAU-equivalency and ACE CREDIT recommendations) to help you address the FAC-C, FAC-COR, and FAC-P/PM training requirements in your agency. NATIONAL CONTRACT MANAGEMENT ASSOCIATION (NCMA) CERTIFICATION As an NCMA member, you can apply course completion hours from training successfully completed with Management Concepts towards NCMA certifications. HR CERTIFICATION INSTITUTE (HRCI ) As a certified Approved Provider, Management Concepts offers courses that earn credit toward obtaining or maintaining one of HCRI s seven internationally recognized certifications, such as the aphr, PHR, SPHR, and more. More than 120,000 professionals worldwide currently maintain these credentials as a mark of professional credibility and distinction. CP-11 MANDATORY COURSE CERTIFIED GOVERNMENT FINANCIAL MANAGER (CGFM ) The Association of Government Accountants (AGA) and Management Concepts have formed an educational partnership to bring you the open-enrollment Certified Government Financial Manager (CGFM ) Training Series. This series provides you with a broad base of knowledge in auditing, accounting, financial management, and budgeting to prepare you for each of the three examinations required as part of the Association of Government Accountants CGFM program. CERTIFIED DEFENSE FINANCIAL MANAGER (CDFM) Management Concepts is licensed to deliver the American Society of Military Comptroller s (ASMC) Enhanced Defense Financial Management Training Course (EDFMTC). The EDFMTC supports preparation for the CDFM examinations. CERTIFIED GOVERNMENT AUDITING PROFESSIONALS (CGAP ) Management Concepts Certified Government Auditing Professional (CGAP ) Preparatory Course helps students build confidence to take the Certified Government Financial Manager (CGFM ) exam and become a Certified Government Auditing Professional (CGAP ), as designated by the Institute of Internal Auditors (IIA). Earning the CGAP certification demonstrates knowledge and understanding of the unique features of public sector internal auditing. CERTIFIED INTERNAL AUDITOR (CIA ) The Certified Internal Auditor (CIA ) designation is the only globally accepted certification for internal auditors and remains the standard by which individuals demonstrate their competency and professionalism in the internal auditing field. Management Concepts offers a three-part Certified Internal Auditor (CIA ) review course based on the premier-quality Institute of Internal Auditors (IIA) CIA Learning System. DEFENSE ACQUISITION UNIVERSITY (DAU) EQUIVALENCY Management Concepts offers DAU-equivalency for many of our DAWIA and FAC-C Certification courses. INTERNATIONAL INSTITUTE FOR BUSINESS ANALYSIS (IIBA ) As a Charter Endorsed Education Provider (EEP ) of the IIBA, Management Concepts business analysis curriculum is consistent with the Business Analysis Body of Knowledge (BABOK Guide). When you enroll and successfully complete Management Concepts business analysis and underlying fundamental courses, you will be able to apply the hours to meet the 21 hours of professional development required to receive the Certified Business Analysis Professional (CBAP ). CP-11 CP-11, the Army Comptroller Civilian Career Program, helps ensure consistent workforce education, training, and professional development. The CP-11 Mandatory Course icon indicates that the course is mandatory for the Multi-Disciplined Financial Analyst, Intern/Entry Level. 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82 RESOURCES FROM MANAGEMENT CONCEPTS PRESS ALPHABETICAL LISTING OF COURSES The Publishing Division Of Management Concepts Winning with Past Performance: Strategies for Industry and Government Jim Hiles and W. Earl Wells 2015, ISBN Product Code B661, $62 Great Lessons in Project Management David Pratt, PMP 2015, ISBN Product Code B722, $29 The Risk Doctor s Cures for Common Risk Ailments David Hillson, Ph.D., PMP 2014, ISBN Product Code B593, $29 Breakthrough Business Analysis: Implementing and Sustaining a Value-Based Practice Kathleen B. Hass, PMP 2015, ISBN Product Code: B647, $49 Project Management for Small Projects, Second Edition Sandra F. Rowe, Ph.D., PMP 2015, ISBN Product Code B746, $32 The Project Management Answer Book, Second Edition Jeff Furman, PMP 2015, ISBN Product Code B463, $69 The Complete Guide to Government Contract Types Kenneth R. Segel 2015, ISBN Product Code B685, $59 Anytime Coaching: Unleashing Employee Performance, Second Edition Teresa Wedding Kloster and Wendy Sherwin Swire 2015, ISBN Product Code B807, $32 FLEXIBLE DELIVERY OPTIONS Management Concepts provides the best mix of traditional classroom training and technology-based learning available in the market. You can count on us to meet all of your individual and organizational training needs. Use the Training Modality Index below as a reference tool to determine the modalities available for each course in the Alphabetical Listing of Courses. TRAINING MODALITY INDEX Collaborate with other students face-to-face in a traditional classroom session held at a training center or other physical location. Students will learn with their team to address specific training needs affecting an entire group or department. The training courses are fully customizable and delivered live classroom at a location of their choosing or virtually. REMOTE SEATS Participate remotely in a live classroom session, see the class and instructor through a live video stream, and interact with other students and the instructor via two-way audio. Note: Classes in this catalog with Remote Seats available are denoted by an asterisk (*) preceding the class date. ONLINE Learn online with a cohort of peers over a defined period of time. The instructor is available via and discussion board but not teaching live. VIRTUAL Collaborate, learn, and interact virtually with an instructor teaching and other students participating in real-time over the course of one or more consecutive days. SELF-PACED e-learning Students complete work online, at their own pace, without instructor or peer involvement. Learning is limited to the tools used within the recorded course. A Accounting for Revolving Funds and Reimbursables 73 ACQ 265: Mission-Focused Services 20 ACQ 370: Acquisition Law 21 Advanced COR Workshop 27 Advanced Cost Principles 96 Advanced Leadership Skills and Techniques 118 Advanced Source Selection 41 Agile Project Management for the Federal Environment 147 Agile Requirements: Creating User Stories 149 Analytics Boot Camp 52 Anytime Coaching 128 Applying for Federal Grants and Cooperative Agreements 91 Appropriations Law for Contracting Professionals 37 Appropriations Law for Federal Grants 97 Appropriations Law for Revolving Funds and Reimbursables 61 Appropriations Law Refresher and Update 61 Appropriations Law Seminar 60 Assessing and Recovering Troubled Projects 141 Audit Boot Camp 76 Audit Interviews: Skills for Success 77 Audit of Federal Grants and Cooperative Agreements: 2 CFR 200 (Subpart F) 101 Auditing Fundamentals in the Federal Environment 76 B Basic (Level I) Contracting Officer s Representative 25 Best Value Source Selection Using Tradeoffs 42 Breakthrough Problem Solving 122 Briefing and Presentation Skills 132 Budget Analyst s Essential Guide to Formulation, Justification, and Execution 67 Budget Estimating Using Microsoft Excel 70 Budget Execution 69 Budget Formulation 68 Budget Justification: Effective Preparation and Submission 68 Budgeting and Accounting: Making the Connection 70 Building and Sustaining Teams 127 Building Business Cases 143 Business Writing VIEW OUR ENTIRE PUBLICATIONS LIBRARY AT

83 ALPHABETICAL LISTING OF COURSES ALPHABETICAL LISTING OF COURSES C Certified Government Auditing Professional (CGAP ) Preparatory Course 84 Certified Internal Auditor (CIA ) Preparatory Course 84 Closeout of Grants for Federal Personnel 102 Communicating Strategically 130 CON 090: FAR Fundamentals 9 CON 100: Shaping Smart Business Arrangements 11 CON 121: Contract Planning 12 CON 124: Contract Execution 13 CON 127: Contract Management 14 CON 170: Fundamentals of Cost and Price Analysis 15 CON 243: Architect-Engineer Services Contracting 22 CON 244: Construction Contracting 23 CON 270: Intermediate Cost and Price Analysis 16 CON 280: Source Selection and Administration of Service Contracts 17 CON 290: Contract Administration and Negotiation in a Supply Environment 18 CON 360: Contracting for Decision Makers 19 Contract Administration 44 Contracting Officer s Representative Course 26 Cooperative Agreements and Substantial Involvement 98 COR Refresher 28 Cost and Price Analysis 45 Cost and Price Analysis of Lease Proposals 32 Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR Crafting High-Quality Requirements 145 Creativity and Innovation 123 Critical Thinking for Problem Solving 122 Customer Service Skills and Techniques 132 D Data Analysis and Modeling Techniques 56 Data Collection Techniques 55 Data Visualization 53 Detecting and Preventing Fraud on Federal Grant Projects 101 Developing and Monitoring Indirect/F&A Cost Rate Proposals Under 2 CFR E Engaging Leadership 119 Essential Communications for the Audit Lifecycle 77 Evaluating and Presenting Analysis Results 56 Evaluating Federal Funds Management Capabilities of Recipients and Subrecipients 100 F FCN 190: FAR Fundamentals 10 Federal Accounting Fundamentals 72 Federal Assistance Law 97 Federal Financial Management Overview 80 Federal Grants Update 102 Federal Real Property Lease Law 31 Federal Real Property Leasing Refresher 35 Federal Workforce Planning 109 Financial Administration of Federal Grants for Recipients 99 Financial Management of Defense Working Capital Funds 80 Financial Management of Revolving Funds and Reimbursables 81 Fiscal Law in DoD 62 Forensic Auditing: Detection and Prevention of Fraud 78 Fostering a Diverse and Inclusive Workplace 121 Fostering Accountability, Adaptability, and Resilience 121 From Tactical to Strategic Thinking 124 G Getting Efficient: Optimizing HR Operations 106 Governmental Accounting, Financial Reporting and Budgeting 83 Governmental Environment 82 Governmental Financial Management and Control 83 Grammar Refresher 131 H HR Analytics 106 HR Boot Camp 107 HR Essentials for Government Supervisors 126 I Improper Payments 81 Influencing Skills 129 Internal Control Over Financial Reporting 65 Internal Controls for the Federal Grants Community 98 Internal Control: Meeting Federal Requirements for Accountability 64 Interpersonal Skills: Developing Effective Relationships 129 Introduction to Acquisition of Agile Services 147 Introduction to Analytics 54 Introduction to Grants and Cooperative Agreements for Federal Personnel 89 IT PM I: Initiating and Planning Successful Projects 153 IT PM II: Executing, Controlling, and Closing Successful Projects 153 IT Project Acquisition and Vendor Management 156 IT Project Execution and Delivery 155 IT Project Initialization and Integration 154 IT Project Monitoring and Controlling 156 IT Project Planning and Management 155 IT Project Requirements and Configuration Management 154 K Keeping the Audit on Track: Critical Skills for Audit Managers 79 L Leadership and Communication Skills for Project Managers 138 Leadership and Management Skills for Non-Managers 116 Leadership Skills and Techniques 117 Leading and Managing High-Performing Project Teams 141 Lease Acquisition Training 30 Lease Administration 34 M Making Decisions Using Earned Value 142 Managing Contracting Organizations 47 Managing Federal Grants and Cooperative Agreements for Recipients 92 Managing Multiple Projects 139 Managing Scope, Schedule, and Cost 139 Managing Stakeholder Expectations 149 Monitoring Federal Grants and Cooperative Agreements for Federal Personnel 90 N Navigating Change in Turbulent Times 119 Negotiation Skills 130 O Overview of Internal Control Guidance 65 P Performance Auditing 78 Performance Measurement for Federal Grants Under 2 CFR Performance-Based Service Acquisition 46 PMP Exam Prep Boot Camp 137 Position Classification 110 Preparation and Analysis of the SF Preparing Federal Financial Statements Using the U.S. Standard General Ledger 74 Preparing High-Impact Audit Reports 79 Principles of Business Analysis 145 Program and Budget Analysis Using Microsoft Excel 69 Program Management 140 Project Cost Estimating 140 Project Management Essentials for Non-Project Managers 144 Project Management Principles 136 Project Management Simulation 144 Project Risk Management 138 R Requirements Management for Project Managers 142 Resolving Conflict 127 Retirement Planning for Federal Employees 110 S Scrum Product Owner: A Federal Approach 148 ScrumMaster: A Federal Approach 148 Simplified Acquisition Procedures 43 Source Selection 40 Statement of Work (SOW) Workshop 38 Statements of Federal Financial Accounting Standards: SFFAS 75 Strategic Planning in Federal Agencies 124 Strategic Portfolio and Resource Management 143 Subawarding for Pass-Through Entities 93 Supervising Employee Performance 126 T Techniques of Negotiating Federal Real Property Leases 33 The Antideficiency Act 62 The Federal Budget Process 66 The Federal Human Resources Business Partner 107 The Prompt Payment Act and Voucher Examination 73 U U.S. Standard General Ledger: Practical Applications 74 Uniform Administrative Requirements for Federal Grants: 2 CFR 200 (Subparts A-D) 94 W World-Class Customer Service in HR 109 Writing Performance Work Statements (PWS)

84 HOW TO REGISTER Private Group Training ONLINE: Call to bring any course in this catalog to the location of your choosing. PHONE: FAX: MAIL: Management Concepts Attn: Open Enrollment Registration 8230 Leesburg Pike, Visit for more information on: Payment Options Enrollment and Class Confirmation Student Cancellation Policy Employer Sponsored Training Group Discounts Training Locations and Accommodations GSA Contract GS-02F-0010J Our Courses. Your Location. SATISFACTION GUARANTEE Management Concepts offers a money-back guarantee on every open enrollment course. We simply ask that you explain why you are dissatisfied in writing so we can improve. We will refund 100% of your tuition or apply the amount to another class. Visit for details

85 8230 Leesburg Pike PRSRT STD U.S. POSTAGE PAID BOLINGBROOK, IL PERMIT NO. 467 Printed on recycled paper. CC1706 Attend LIVE Classroom Training from Your Home or Office