National Training Center
 

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The Partnership is very pleased to have been selected to create and operate the new OCS-sponsored National Risk Mitigation and Quality Improvement Training and Technical Assistance Center (National Training Center), in partnership with the National Association for State Community Services Programs’ (NASCSP) State Performance Management Clearinghouse (SPMC). This is an exciting project for the Community Action Network, coordinating resources, guidance and assistance that will support the needs and address the mandates of each of the members of the Network. 

The Partnership is proudly launching, in a joint enterprise with NASCSP, the National T/TA website. This valuable partnership will achieve significant economies of scale, and enable coordination and analysis of Network T/TA, from State CSBG offices, to State Associations to Community Action Agencies. The website enables electronic submission and management of T/TA requests. In addition to a Resource Bank of tools, recordings, and evdence-informed Practices, the T/TA Resource Center also hosts a Consultant Bank, Shared Calendar, and Discussion Forums.

And first and foremost, the Center handles training and technical assistance requests from the Community Action Network. Staff will help CAAs and Associations by assessing requests, using diagnostic tools to identify what help is needed, assisting in the development of a plan to address the need, and then working with the organization to implement the plan. Whether the issue is one of risk mitigation, capacity development or quality improvement, the Center stands ready to assist.


 
ONLINE TOOLS . . . . 

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Click on the logo above to be taken to the National Training Center’s Affiliates Page with the Nonprofit Risk Management Center.  This will be your entry page to the various affiliate benefits provided to you through the NRMC and the Community Action Partnership’s National Training Center.
 
Affiliates have access to various discounted risk management resources as well as a customized risk management tool designed specifically for CSBG eligible entities. The tool may be accessed directly free of charge. The additional resources may be purchased at a discounted rate.
 
Need help accessing the Affiliate page? Contact us at TTAsupport@communityactionpartnerhship.com
 

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The Comprehensive Community Needs Assessment (CCNA) Online Tool provides a significant amount of the secondary data to help you along your way to complete comprehensive community needs assessment with the click of a button.
 
The CCNA tool allows you to:

  • Select state(s) and county(ies) to be included in your report (i.e. Indiana, Porter County; New York, Albany County, Rensselaer County, Schenectady County; Kansas, Iowa, Missouri, Nebraska)
  •  Select specific data elements (Demographics, Employment, Education, Housing, Income, Nutrition, and Health Care
  •  Preview a draft report
  •  Download a draft report onto your desktop in a Microsoft Word document that is fully editable.   From there you can add text, tables, maps, etc.; delete unwanted sections; and modify it any way you need.

 This tool was developed by the Center for Applied Research and Environmental Systems (CARES) at the University of Missouri in cooperation with the Community Action Partnership’s National Training Center, the Missouri Association for Community Action, and the New York State Community Action Association and is FREE to Community Action Agencies and Other CSBG Eligible Entities.
 
Try it out now to see how easy it is to get a jump on your CSBG Community Needs Assessment or Head Start Community Assessment. Go to:  www.communityactioncna.org .  For more information, contact the National Training Center at TTAsupport@communityactionpartnership.com



All recordings were
created by National Association of Community Action Agencies - Community Action Partnership in the performance of the U.S. Department of Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428.  Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the authors and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families. 
 
WEBINARS . . . . .
 
Click on below links for details


Comprehensive Community Assessment Tools and Resources
 
Original Air Date: April 17, 2014
 
Presented by: Denise Harlow and Barbara Mooney
 
Click here for the recording
 
This webinar addresses the core elements of a Comprehensive Community Assessment.  This important, yet, time-consuming task is not undertaken lightly by Community Action Agencies.  Yet, deciding on what data to collect, how to analyze it, and how to use the final assessment are elements that Agencies can struggle with over time.
 
This session provides attendees tools and resources to assist in the completion of the Community Assessment and address how the Organizational Standards and elements of ROMA can be addressed.

 

Personnel Activity Reports (PARs): Now and Later


Original Air Date: March 18, 2014

 

Presented by: Janet Johnson, Wipfli

 

Click here for the recording

 

Personnel activity reports (PARs) are a hot topic today. Although the requirements for PARs have been in existence since the 1980s, they are receiving increased scrutiny by grant monitors. In this session, we will discuss the requirements – who must have a PAR and who doesn’t. We will give you many examples of PARs and talk about the relationship between PARs and cost allocation. We will also discuss the future of PARS – what will change with the implementation of the new Super-Circular.


If you have questions about PARs - who needs them; how to design them, and most important, how to stay out of trouble – don’t miss this webinar.



     
ASSESSING RISK AND CREATING POLICIES: AN EXCITING UPDATE TO THE ONLINE TOOL

Original Air Date: January 27th, 2014

Presented by: Melanie Herman, executive director, Nonprofit Risk Management Center

Click here for the recording

Join us for an introduction to the Partnership's NEW, FREE, risk mitigation resource created in coordination with the Nonprofit Risk Management Center (NRMC) designed to help you create custom risk management policies.  Learn how to access, build, and share "My Risk Policies" and ask questions of the tool's creator (and risk guru) Melanie Herman.

This tool, when used in combination with NRMC's online risk assessment tool, provides an accessible process to produce highly customized policies based on an agency-wide risk assessment. 
 


Cost Allocation and Super Circular Update

Original Air Date: December 18, 2013  
 
Click here for the recording
 
Presented by:
Kevin Myren, CPA, CommonBond Communities
 
Summary:

Explore cost allocation as outlined in OMB Circular A-122.  Learn different approaches to cost allocation, best practices, and updates from possible “super-circular” changes.  This webinar is a reprisal and update to “Cost Allocation Celebration” from February 2012.

Attendee Takeaways:

  • Composition of total costs
  • What is reasonable cost
  • What is an allocable cost
  • What is an indirect cost, what is a direct cost
  • Characteristics of an effective cost allocation plan

Spotlight on Nonprofit Grants Administration: An Annotated Guide to A-110 - Webinar  Series 

Join us for a two-part webinar series focusing on a new guidebook created by the Community Action Partnership and CAPLAW, Spotlight on Nonprofit Grants Administration: An Annotated Guide to OMB Circular A-110.

This webinar series will not only introduce the guidebook but also highlight several of the key subject areas relating to the management of federal grants addressed in the guidebook. With these webinars, we will show how the OMB grant administrative requirements (OMB Circular A-110 and 2 CFR Part 215) actually apply to issues faced by CAAs by looking at administrative and court decisions that have addressed these rules in relation to scenarios confronted by federal grantees. In the first webinar, we will introduce the guidebook and discuss particular aspects that relate to the standards for financial management, period of availability of funds, codes of conduct, monitoring and reporting. With the second webinar, we will continue to highlight important administrative grant requirements pertaining to competition, subawards, prior approval, match, record retention, and equipment. With both webinars we will discuss the practical implications of the grant rules through the discussion of hypothetical scenarios. Throughout both webinars, we will also highlight important changes to the grant administrative requirements proposed by OMB.

These webinars are an important introduction and supplement to the guidebook and will help clarify many of the important grant administrative issues faced by CAAs. You are encouraged to attend both of these free sessions.
 
Part 1 – originally aired September 10, 2013
 
Part 2 – originally aired September 12, 2013 
 

 
Building Financial & Management Capacity Across a CAA

3-part web series to discuss program budgeting in a team approach
   
CAPLAW and the Community Action Partnership have teamed up to offer a series of three webinars focusing on a team approach to cultivating and administering program budgets. The series adds a new perspective to the old adage "the whole is only as good as the sum of its parts" by exploring the cross pollination that needs to occur within a CAA to produce compliant and successful programs.

 The three webinars discuss:

  • the different roles that the Finance Director, Planning Director and Program Director play with respect to program budgets,
  • the process that is followed,
  • the legal requirements that all team members should be familiar with, and
  • the communication that should occur.
The webinars follow a program scenario that shows how concepts discussed actually work and offers samples, quizzes, and subject matter experts. Key players from the management team of Community Action Partnership of Washington and Morgan Counties in Ohio are featured as speakers, adding the always important practitioners' perspective.   

Use these materials as a module! Take the pre-test to see where you are, then view the 3 recordings.  There are three sets of handouts that include all the slides used in the webinars as well as the examples referred to. Then take the quiz again to see your progress.  Answers are provided for grading yourself.
 
Click here for the quiz.


Recordings for all three webinars can be found here


**Please note that the recordings require a short registration at this time.
 
Webinar One - Team Approach and Budget Proposals

Originally aired on July 22, 2013

Please click here for the handouts

Webinar Two - Budget Proposals and Tracking Budgets

 
Originally aired on July 24, 2013
 
Please click here for the handouts

Webinar Three - Budget Revisions and Reports
 
Originally aired on July 26, 2013
 
Please click here for the handouts

 
Click here for the answers to the pre/post test questions.
 
 
Risk Foundations: Examining Risk With the Partnership’s Online Tool

Original Air Date: April 30, 2013

Click here for the recording

Presented by:
Melanie Herman, Nonprofit Risk Management Center

Summary:
Learn more basic risk management techniques and how the Partnership’s online tool created in coordination with the Nonprofit Risk Management Center can help in applying these techniques. Ms. Herman offers a guided trek through a comprehensive risk management framework outlining key concepts and techniques that can be used in concert with the online tool.  Learn not only about foundational aspects of risk management, but how to integrate these techniques into the management of their organization with the aid of the Partnership’s online risk management tool.



 
 
Audit Essentials: What Every Board Needs to Know
 
Original Air Date: March 20, 2013

Click here for the recording  

Presented by:
Kevin Myren, CommonBond Communities

Summary:
This is a second live presentation of Kevin Myren’s webinar of the Partnership’s new financial management toolkit “Audit Essentials: What Every Board Needs to Know”.  This second presentation offers previous webinar attendees the chance to review key concepts as well as the chance to pose questions that were not answered in the first webinar.  Additionally, webinar attendees learn about various aspects of the audit process such as how to interpret auditor opinions and the parts of an audit.  Mr. Myren covers how to effectively utilize various organizational financial reports such as the statement of financial position, statement of activities and the cash flow statement.  The toolkit and webinar are specifically addressed to board members; though they serve as a good overview for anyone interested in learning the basics of the audit process and reading financial statements.


Demonstration of the CSBG T/TA Resource Center

Original air date: February 22, 2013
 
Click here for the recording.


Presented by:

Sandra Mendez, State Assistance Director, NASCSP

Andy Cruz, Program Specialist, Community Action Partnership

Cashin Yiu, Program Support Specialist, Community Action Partnership

 
Summary:
This webinar is a demonstration of the CSBG T/TA Resource Center.  The CSBG T/TA Resource Center is a joint project between the National Training Center housed at the Community Action Partnership (the Partnership) and the State Performance Management Clearinghouse housed at the National Association for State Community Services Programs (NASCSP).  Through the T/TA Resource Center, the CSBG Network can submit a request for training or technical assistance; search for tools, guides, and evidence informed practices; view a calendar of upcoming trainings and meetings; search for a consultant that you can contact to work with your organization; and participate in discussion forums with your peers.  Join the staff of this project to learn how to take advantage of this resource and ask questions.


Needs Assessment Know How: An Introduction to the Comprehensive Needs Assessment Online Tool

 Original  air date: January 23, 2013
 
Click here for the recording

Presented by: 
Christopher Barnett, Center for Applied Research and Environmental Systems (CARES)

Summary:
This webinar is a demonstration of the “Comprehensive Community Needs Assessment Online Tool”. This tool was developed by the Center for Applied Research and Environmental Systems (CARES) at the University of Missouri in cooperation with the Community Action Partnership’s National Training Center, the Missouri Association for Community Action, and the New York State Community Action Association and is FREE to Community Action Agencies and Other CSBG Eligible Entities. The creators of the tool go step-by-step on how to use the tool and ideas on how to take advantage of this resource.  The tool itself is available under Online Tools (above on this page).


 


Audit Essentials: What Every Board Needs to Know 


Original air date: November 28, 2012
 
Click here for the recording
 
Presented by Kevin Myren, CPA
 
Summary: This webinar is a companion piece to the toolkit “Audit Essentials: What Every Board Needs to Know”.  Webinar attendees learn about various aspects of the audit process such as how to interpret auditor opinions and the parts of an audit.  Additionally, Mr. Myren covers how to effectively utilize various organizational financial reports such as the statement of financial position, statement of activities and the cash flow statement. 



Collaboration Checkup: Assessing and Improving Your Community Partnerships

Original air date: October 31st,  2012

Click here for the recording

Presented by  Barbara Mooney 

 

Summary:
This webinar will highlight the release of a new National Training Center toolkit related to the fourth National Goal: Partnerships among supporters and providers of services to low-income people are achieved.   As with the other National Goals, it is becoming more important to have tools to evaluate how effective the CSBG Network is in reaching the goal.  The goal is to help the Network develop and nurture partnerships that have an impact in local communities and to have tools to measure both that impact and the functioning of the partnerships.
 
 


 
 Executive Transition Management

Original air date: October 24, 2012

Click here for the recording
 
 
Presented by:
Don Tebbe and Lisa Burford
 
Summary
Learn how to use the three-phase process of Executive Transition Management to minimize the risk related to executive turnover and position the agency for greater levels of success.  This session is based on a resource guide – Preparing For Your Community Action Agency’s Future: Sustainability, Succession and Transition, Part 3 - that outlines a three-phase process for managing the CEO transition. It includes 12 ready-to-use tools to help you manage the entire process.
 
This series was created in partnership between the Leadership Development Center of Excellence and the National Risk Mitigation and Quality Improvement T/TA Center (National Training Center)
 
This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90EQ0231. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.

This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families. 



 


Leadership Succession Planning

Original air date: October 22, 2012
 
Click here for the recording
 
Presented by Don Tebbe and Lisa Burford of TransitionGuides
 
Summary:
Explore the three major types of leadership succession planning. Learn how to ensure leadership continuity for your agency through backup planning. This session introduces a resource guide – Preparing for Your Community Action Agency’s Future: Sustainability, Succession and Transition, Part 2 -  that provides an overview of different types of executive succession planning models coupled with a set of detailed action planning tools - ready-to-edit templates for an executive backup plan and a board-adopted leadership succession policy.

This series was created in partnership between the Leadership Development Center of Excellence and the National Risk Mitigation and Quality Improvement T/TA Center. 

This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90EQ0231. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.


This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office ofCommunity Services Grant Number 90ET0428. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.  



Cost Allocation: Red Flags and Remedies
 

Presented in partnership with CAPLAW

Original air date: September 27, 2012

Click here for the recording

Presented by Kay Sohl, Kay Sohl Consulting

Across the country, Community Action Agencies are experiencing heightened auditor and Inspector General interest in cost allocation plans and practices. CAPLAW and the Partnership have teamed up to produce a new Cost Allocation Toolkit (COMING SOON!) designed for CAAs who do not have federally negotiated indirect cost rates and face the torturous web of cost allocation requirements in A-122 and layers of additional, at times conflicting guidance from specific federal and state programs.

This 90 minute webinar focuses on the common cost allocation mistakes and practical strategies to avoid or correct them. Webinar discussion topics include:

  • Red Flags- common cost allocation practices that may result in findings
  • Cost Allocation Plans- what compliant plans contain
  • Cost Allocation Methods – allowable and unallowable
  • PARS and Cost Allocation – why Personnel Active Reports are essential for most cost allocation plans
  • Dealing with Administrative Cost Limitation

 

Organizational Sustainability: Assessing and Acting for the Future


Original broadcast date: September 24, 2012
 
Click here for the recording


Speakers:

Lisa Burford, TransitionGuides

Don Tebbe, TransitionGuides

 
Summary:

This webinar serves as a companion piece to the new Organizational Sustainability Guide created by TransitionGuides in coordination with the Community Action Partnership. Learn how to assess your agency’s sustainability outlook using a simple, but powerful, “mini-assessment” tool. Explore the four elements of organizational sustainability and identify ways to strengthen your agency’s future.

Who Should Attend:

  • CEO
  • CFO
  • Executive Staff
  • Board Members 


PARs (Personnel Activity Reports): The Do’s and Don’ts


Original broadcast date: September 20, 2012
 
Click here for the recording
          
 
Speaker:

Janet Johnson, CPA, CMA – Senior Manager, WIPFLI
 
Summary:

Webinar on a key aspect of Time and Effort Reporting and Cost Allocation: Personnel Activity Reports - what’s required, red flags that may mean you need to look at PARs, what is best practice, and practical advice for doing them well.  Based on a new guide from Wipfli created in partnership with CAPLAW and the Community Action Partnership, get a first glimpse of this new tool with a walk through from the principal author. 


Attendee Takeaways:

  • Importance and requirements of PARs
  • Practical guidance on how to do PARs well

Who Should Attend:

  • Executive Staff
  • Human Resources Staff
This publication was created by National Association of Community Action Agencies - Community Action Partnership in the performance of the U.S. Department of Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428.  Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the authors and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families. This training is made free of charge to CSBG grantees as part of the National T/TA Strategy for Promoting Exemplary Practices and Risk Mitigation for the CSBG Program.


 

A New Tool for Agency-Wide Risk Assessment for Community Action

Original broadcast date:  September 19, 2012
 
Click here for recording

 
Speaker:
 
Melanie Lockwood Herman, Esq., Nonprofit Risk Management Center
 
Summary:

Learn more about the new Community Action Partnership Risk Management Tool created in coordination with the Nonprofit Risk Management Center.  It offers a guided trek through a comprehensive risk management framework.  Ms. Herman will outline how to use the tool and highlight key features that allow Agencies to use the tool for better risk assessment. 
 
Check out the toolkit itself available in the Resource Bank of the T/TA Resource Center and on the Partnership’s website under National Training Center.
 
Attendee Takeaways:

  • Basic concepts in risk assessment
  • Key features of the new tool
  • How to use the new risk assessment tool

  Who Should Attend:

  • Executive Leadership
  • Program Managers
  • Those interested in risk

This publication was created by National Association of Community Action Agencies - Community Action Partnership in the performance of the U.S. Department of Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428.  Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the authors and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families. This training is made free of charge to CSBG grantees as part of the National T/TA Strategy for Promoting Exemplary Practices and Risk Mitigation for the CSBG Program.


 

 
  Improving Performance, Scoring Success: Using Balanced Scorecards for Organizational Excellence

Original broadcast date: September 18, 2012

 
Click here for the recording  
 
Speakers: 

  • Howard Rohm, Balanced Scorecard Institute      
  • Dan Montgomery, Balanced Scorecard Institute

Summary:
This webinar highlights the release of “Improving Performance, Scoring Success: Using Balanced Scorecards for Organizational Excellence.” Working with the Community Action Partnership, the Balanced Scorecard Institute has created a "do-it-yourself" planning toolkit available free for Community Action Agencies. The Toolkit is based on the Institute's rigorous Nine Steps to Success™ balanced scorecard framework that combines strategic planning, change management, program and service prioritization, performance measurement and target setting. The Toolkit follows the five stages of the ROMA cycle:  Assessment, Planning, Implementation, Achievement of Results, and Evaluation.  The toolkit is designed to help CAAs not only perform strategic planning, but organize measures and reporting in a way that maps to the six ROMA goals, helps meet National Performance Indicator reporting requirements, and supports participation in the Pathways to Excellence program. The goal is to help Agencies improve their efficiency and effectiveness, and become more strategy focused and aligned.
 
 
 
Attendee Takeaways:

  •  Why strategic planning efforts in CAAs are often ineffective
  •  How the balanced scorecard addresses these problems
  •  Key features of integrated strategic planning and management
  •  Overview of the Toolkit, including how to integrate: Assessment; Planning; Implementation; Achievement of Results; Evaluation

 

Strategic Communications

Original broadcast date: July 19th

Click here for the recording

Speaker:
Lynn Grogan



Summary:
This webinar featured the California/Nevada Community Action Partnership Communications Planning Guide, a reference manual designed to provide valuable information on how to approach the implementation of a successful communications program and contains communications program suggestions, resources, tips and examples.
  • Learn how to improve communication techniques
  • Learn how to plan successful campaigns
  • Be provided with a set of valuable tools, strategies and examples
  • Be given the information how to obtain the no-cost guide for their own organization
Takeaways:
  • Developing Marketing Strategies
  • Partnering with the Media
  • Outreach Planning
  • Tools of the trade and how to use them


 
 

Batter Up! : Developing a Leadership Bench for your Organization

Original broadcast date: June 20, 2012

Click here for the recording

Speakers:
Lil Dupree, CCAP
Sue Buckley

Summary:

This webinar  introduced the Partnership’s new resource kit on how to develop tomorrow’s leaders in your organization while essentially building a future succession plan. Topics will cover how to identify and then train and support future leaders who will be the EDs, CFOs, and Program Directors of the future. Participants will learn how to start a formal, yet simple agency-based leadership development program, designed to grow dedicated employees who can become tomorrow’s leaders.

Take Aways:

  • Developing succession plans for key program, administrative and fiscal staff;
  • Identifying, selecting and developing next generation leaders; and
  • The nuts and bolts of setting up an agency Leadership Development program

 

Getting Your Community Action Agency Board of Directors to the Table, Engaged, and Motivated

Original broadcast date: May 24, 2012


Click here for the recording

Supplements:


Summary:
Understanding your legal requirements and Board responsibilities is one thing, but finding the right people and keeping them engaged in the Community Action Board room is another.  This session will focus on the human side of board service, presenting practical strategies to motivate genuine board participation.  We will cover strategies and tools that will help you find and welcome the best candidates, motivate board members to attend and actively participate in meetings, organize committees that get the work of the board done AND build the strength of the board as a whole, and develop leadership habits and routines that help the board establish and maintain a culture of momentum and contribution.
 
Attendee Takeaways:

  • Strategies to attract, cultivate, recruit and engage board members
  • Tools to organize the practical work of the board and its committees
  •  Strategies for board assessment, recruitment, and orientation
  •  Leadership roles and routines that keep the board moving
 
 

Monitoring Map For CAAs: A Guide For Navigating The CSBG Review Process
 
Original broadcast date:  April 19, 2012

Click here for a recording

Summary:
The Community Action Partnership and CAPLAW are pleased to introduce a new guide for CAAs on navigating the CSBG monitoring process.    The guide outlines the rights and responsibilities of CAAs and state CSBG offices in that process and provides CAAs with tips and tools on how to prepare for and respond to CSBG reviews.  Join us as we explore the guide and explain how CAAs can use it to ensure that their next review is a constructive one.  
 
Attendee Takeaways:

This webinar discussed the different aspects of this new guide for CAAs and in doing so we will touch on the following:

  • The monitoring process from before monitoring begins to a potential reduction or termination   in funding to a request for federal review;
  • A state CSBG office’s responsibilities throughout the monitoring process;
  • A CAA’s rights and responsibilities throughout the process;
  • Actions a CAA may take throughout the process;
  • Common findings and ways that a CAA may address them; and
  • Example documents a CAA may use as it navigates the process.

 

Corralling Conflict and Managing Miscues

Original broadcast date: March 28, 2012 

Click here for the recording


Speaker:  Debra Pagel, Wipfli

Summary:
This webinar covers how to manage conflict in the work place.  Attendees learn techniques to maintain an environment conducive to productive inter-personal communications in all aspects of the work an Agency does.

Attendee Takeaways:

  • Tools to identify conflict in the workplace
  • Tools to prevent conflict in the workplace
  • Tools to manage conflict in the workplace

 


 

Cost Allocation Celebration

 

Original broadcast date: February 23, 2012.

Click here for the recording

Speaker:  Kevin Myren, CPA

Summary:
The webinar covered cost allocation as outlined in OMB circular A-122.  Participants  learned about different approaches to cost allocation in addition to some best practices.

Attendee Takeaways:

  •  Composition of total costs
  •  What is reasonable cost
  •  What is an allocable cost
  •   What is an indirect cost, what is a direct cost
  •   Characteristics of an effective cost allocation plan


 

Audit Audacity


Original broadcast date: January 26, 2012

 

Speakers: 
Terence Cook
Scott Goldberg
 
Summary:
The training covers tips, tools and tactics to prepare organizations for successful completion of an A-133 audit. Cook and Goldberg present key concepts vital in navigating the audit mine field. This webinar is presented in an interview format.

  
Attendee Takeaways:

  • A better understanding of A-133 audits and how to prepare for them.
  • Basic tools to assist in preparing and completing an A-133 audit.


Budget Bombshell: Budgeting Practices for OMB A-110 Compliance


Original broadcast date:  December 20, 2011


Click here for the recording

Speakers: 
Kevin Myren, CPA

 
Summary:
This is a free training on budgeting in compliance with OMB A-110.  The training includes indicators for measuring upcoming problems and successes, best practices in budget development and monitoring and key systemic financial indicators to catch problems and gauge success.

 

Attendee Takeaways:

  • What does OMB A-110 require for reporting/analysis
  • What are some of the best practices in budget development and monitoring
  • What are the best practices for financial reporting that meet the OMB requirements (and good governance)
  • How to identify key financial and systemic indicators of developing problems and successes


What’s Risk Got To Do With It? Risk Mitigation and Assessment for CAAs through IM 112

Original broadcast date: November 30th, 2011

Click here for the recording.

Speaker:
Kay Sohl

 
Summary:
The webinar covers IM-112 and its application in a Community Action Agency.  Specific focus areas include the relevance of IM-112 after ARRA, as well as a broader perspective on Board involvement in risk assessment.  In addition, the webinar covers new risk assessment checklists for program managers, low-income Board members, and internal controls based on the Risk Assessment Toolkit.

 

Takeaways:

  • A better understanding of IM-112 and its application post ARRA funding.
  • Possible roles of low-income board members in risk assessment and the control environment.
  • How to implement new IM-112 checklists in performing a risk assessment.



HR Policy Pushup: How to Pump Up Your Policy and Procedures Manual

Original broadcast date: October 27th, 2011

Click here for the recording.

Speaker:
Debra Pagel

 
Summary:
Based on your feedback from our 2011 Annual Convention we are offering a follow-up training to Debra Pagel’s “Creating an Effective Human Resources Policy and Procedures Manual”.  We will cover the building blocks of an effective Policy and Procedures Manual which creates the foundation of efficient HR management and execution.


Takeaways:

  • Learn the purpose and importance of a Human Resources Policy and Procedures Manual
  • The importance of Human Resources reviews/audits and when they should be conducted
  • The steps to completing a Human Resources review/audit       
  • What should be included in the different sections of a Human Resources Policy and Procedure Manual



Live Demonstration of the National CSBG T/TA Website

 
Original broadcast date: Wednesday, September 28, 2011

 


Speakers:
Lil Dupree, Andy Cruz and Cashin Yiu, Community Action Partnership 

Jeannie Chaffin and Sandra Mendez, National Association of State Community Services Programs


Summary:
The Community Action Partnership and the National Association for State Community Services Programs are very pleased to offer a guided tour of our joint enterprise, The CSBG T/TA Website. Created through the OCS-funded National Training Center (Partnership) and CSBG Clearinghouse (NASCSP), it has many resources to assist our Network: Agencies, Associations and State CSBG Offices can enter T/TA requests, look up highly-qualified consultants, access T/TA materials, join our moderated discussion forums, look up Community Action events across the country, and more!


Takeaway

  • Ability to use the very cool new National CSBG T/TA System!   


TOOLKITS . . . . .


spotlight-toolkitSpotlight on Nonprofit Grants Administration

Click here to download


Determining how to properly administer federal grants and federal grant funds can be confusing and challenging. Approximately 30 years ago, the federal Office of Management and Budget (“OMB”) attempted to clarify this murky area by issuing guidance to federal agencies on uniform administrative requirements for grants and agreements with institutions of higher education, hospitals, and nonprofit organizations in the form of Circular A-110, which has been codified in the Code of Federal Regulations at 2 CFR Part 215. In compiling this guide, CAPLAW reviewed decisions from the HHS Departmental Appeals Board (“DAB”) and other administrative appeal bodies. These administrative bodies hear appeals of decisions by federal funding sources to disallow costs, cancel grants, or take other adverse action against grant recipients. The decisions, case law, and audits included in this guide serve as informative vehicles for explaining the grant administrative requirements and their application to real world situations.






collaboration_coverCOLLABORATION CHECKUP: Assessing & Improving Your Community Partnerships

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This toolkit is directly related to the fourth Community Action National Goal: Partnerships among supporters and providers of services to low-income people are achieved. As with the other National Goals, it is becoming more important to have tools to evaluate how effective our CSBG Network is using partnerships to achieve outcomes.
 
The goal with this document is to help the Community Action Network better understand the functioning of partnerships so they can more effectively develop and nurture those that have a measurable impact in local communities. Example surveys and other measurement tools to assess both the functioning of the partnerships and the results achieved because of them are provided.

 

audit-essentials-coverAUDIT ESSENTIALS: What Every Board Member Needs to Know

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This guide is intended as an overview of the audit report and financial statements.  Addressed to Board members of CAAs, the toolkit walks through the terms and processes of an audit report and how to read financial statements.  The toolkit includes an exercise that walks through financial reports, a sample RFP for audit services, and a directory for additional resources.

 

 

 

 

 

 


 
eicap-coverPRACTICAL RESOURCES FOR PURSUING EXCELLENCE: The EICAP Toolbox

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This toolkit is designed to provide CAAs a range of practical tools and resources that have been found to be effective in key organizational management and leadership areas of agency functioning. Eastern Idaho Community Action Partnership (EICAP) was presented with the Community Action Award for Excellence in August, 2012. The work products produced by EICAP’s board and staff during the process are included in this toolkit along with copies of presentations made at the national Community Action Partnership Annual Convention in August 2012. EICAP is proud to share all of these resources with the Community Action Network so that all CAAs can benefit from EICAP’s experience.

 

 

 

 


pars-coverPERSONNEL ACTIVITY REPORTS (PARs): The Do's and the Don'ts

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Personnel Activity Reports (PARs), or time and effort reporting, provide written support that salaries and wages charged to a federal grant benefit the grant and are a required component of your receipt of federal funds. This toolkit outlines the key concepts behind PARs, spotlights potential trouble spots for Community Action Agencies (CAAs), and provides best practice samples to help CAAs better meet this requirement.


 

 

 

 

 

 

cost-allocation-coverCOST ALLOCATION: Red Flags and Remedies

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This toolkit is designed to help your Community Action Agency (CAA) meet the requirements for cost allocation contained in Office of Management and Budget A-122 (OMB Circular A-122, now incorporated into the Code of Federal Regulations as 2 CFR Part 230). In order to substantiate charges to federal, state, and local grants and contracts, CAAs must develop and implement effective approaches to cost allocation. At a deeper level, every CAA needs a sound cost allocation system in order to understand what it really costs to deliver their services.

 

 

 

 

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NEW MODELS TO ACHIEVE YOUR MISSION:
Strategic Restructuring for your CAA

 
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Strategic Restructuring comprises a range of collaborative strategies that Community Action Agencies (CAAs) might use to pursue new opportunities, build capacity, increase client impact, increase access to funding, increase efficiency, and reduce costs.  This toolkit has been developed to provide CAAs with baseline information on strategic restructuring, resources necessary to begin the discussion of possibilities, and key board and staff questions that need to be considered before starting the strategic restructuring process.

 

 

 

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PREPARING FOR YOUR COMMUNITY ACTION AGENCY'S FUTURE: SUSTAINABILITY, SUCCESSION AND TRANSITION

 
The three guides in the Community Action Partnership Sustainability Toolkit were written specifically with Community Action in mind. These guides were designed to help Community Action Agency (CAA) leaders strengthen the capacity of their organizations, especially those organizations that may be facing a chief executive or other leadership transition in the near future. While each of the guides can be used individually, together they are designed to help leaders strengthen their organizations and manage leadership turnover.
 
 
This series was created in partnership between the Leadership Development Center of Excellence and the National Risk Mitigation and Quality Improvement T/TA Center. 


Part 1 – Organizational Sustainability Planning
The first guide, Organizational Sustainability Planning, is a tool for assessing and strengthening the four areas critical to the organization’s long-term sustainability by conducting an organizational sustainability assessment and using the results of the assessment to develop an organizational sustainability action plan. 


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  part2-cover Part 2 – Executive Succession Planning
The second guide, Executive Succession Planning, provides an overview of three approaches to succession planning and presents a detailed approach for developing “succession essentials,” a board-adopted succession policy for the chief executive position and a companion emergency backup plan for the CEO position, but it can be adapted to other staff leadership positions as well. 


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Part 3 – Executive Transition Management

The third guide, Executive Transition Management, presents a three-phase approach for managing turnover in a leadership position, especially the agency chief executive position.

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This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90EQ0231. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.


This publication was created by the National Association of Community Action Agencies – Community Action Partnership,in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.
 


 



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 BATTER UP! BUILDING YOUR LEADERSHIP BENCH

Succession Planning needs to be part of an agency-wide and comprehensive Leadership Development program in order to enable the organization to develop, support, and retain staff with the skills and qualities needed to lead Community Action Agencies in the 21st century. This Toolkit provides current Community Action leaders with a guideline for implementing a systematic approach to meet short-term leadership needs while developing long-term strategies to cultivate the next generation of Community Action leaders – Building a Leadership Bench.

CLICK HERE for a web-friendly version

CLICK HERE for a print version

 

 





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  IMPROVING  PERFORMANCE, SCORING SUCCESS
Using Balanced Scorecards for Organizational Excellence


Working with the Community Action Partnership, the Balanced Scorecard Institute has created this "do-it-yourself" planning Toolkit available free for Community Action Agencies. The Toolkit guides the user through a comprehensive planning and outcome measurement process using the five stages of the ROMA cycle: Assessment, Planning, Implementation, Achievement of Results, and Evaluation. The Toolkit is based on the Institute's Nine Steps to Success™ balanced scorecard framework that combines strategic planning, change management, program and service prioritization, performance measurement and target setting into a comprehensive strategy management system.

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This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.



csbg-toolkit MONITORING MAPS FOR CAAs

This new toolkit represents a collaborative effort between the Community Action Partnership (Partnership) and CAPLAW to provide timely training and technical assistance (T/TA) material about the Community Services Block Grant (CSBG) monitoring process.  The toolkit, designed for usability, outlines key aspects of the monitoring process as defined by the CSBG act and more specifically IM 116.  Key features include:
•    Actual examples of monitoring tools
•    Letter templates
•    Approaches to addressing common monitoring findings

Click here to view.

This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.



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RISK ASSESSMENT TOOLKIT
A Handy Quick Reference Guide for Risk Assessment in Today’s Community Action Agency
 
This is a toolkit designed to be a quick reference guide for the foundational elements of risk assessment. It is based on IM-112 which outlines standards to be used in risk assessment. 


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This publication was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number 90ET0428. Any opinion, findings, and conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration for Children and Families.

 


CURRICULA . . . . .

Audit Essentials

Risk Assessment Basics

Monitoring Map for CAAs: A Guide to Navigating the CSBG Review Process

Nonprofit Risk Management Center—Assessment and Affiliate Benefits 

Needs Assessment Know-How: Comprehensive Needs Assessment Online Tool

Collaboration Checkup: Assessing and Improving Your Community Partnerships

Cost Allocation and PARs

Improving Performance, Scoring Success: Using Balanced Scorecards for Organizational Excellence

Batter Up! Building Your Leadership Bench

Preparing for Your Community Action Agency's Future: Sustainability, Succession and Transition

Spotlight on Nonprofit Grants Administration — An Annotated Guide to OMB Circular A-110 

Building Financial and Management Capacity Across A CAA

 

 

LCRC page

The Promise of Community Action

Community Action changes people’s lives, embodies the spirit of hope, improves communities, and makes America a better place to live. We care about the entire community, and we are dedicated to helping people help themselves and each other.

Community Action Partnership
1140 Connecticut Avenue, NW
Suite 1210
Washington, DC 20036
phone 202.265.7546
fax 202.265.5048
2008