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The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers

The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________. The Certified Grants Management Specialist ™ (CGMS ® ) Credential

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The Certified Grants Management Specialist ™ (CGMS ® ) Credential Developed for Grants Managers by Grants Managers

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  1. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ The Certified Grants Management Specialist™ (CGMS®) Credential The Grants Management Body of KnowledgeCore Domains & Knowledge Areas September 2008 – Presentation to the NGP – Washington, DC Torryn P. Brazell, CMP,GPC, ACA, CAEExecutive Director, National Grants Management Association (NGMA)& National Grants Management Certification Council (NGMCC) For more information about the CGMS Credential, visit www.ngma.org

  2. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ CGMS® Presentation OverviewNational Grants Management Certification Council SECTION I: GENERAL OVERVIEW (Brief) The CGMS® Credential / Program Objectives Governance / Milestones SECTION II: KNOWLEDGE STANDARDS DEVELOPMENT(Brief) The Grants Management Body of Knowledge (GMBoK) SECTION III: GMBoK SUMMARY & PILOT SURVEY (Detailed) The Four Core Domains & The Five Knowledge Areas

  3. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ 2. To identify professional standards used throughout the grantsmanagement profession. The CGMS® Program will cover grants management tasks and practices used by all organizational types, thus providing a broad spectrum of knowledge-based professional standards employed by the grants management industry as-a-whole. • 3. To recognize members of the grants management profession • who have demonstrated a specified level of knowledge essential to the • practice of grants management from both a grantee and grantor perspective. SECTION IWhat are CGMS® Program Objectives? 1. To distinguish grants management as a profession.

  4. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ • The CGMS Credential will enhance individual performance.Achieving the CGMS® designation will advance the grants management professional’s knowledge and help to achieve higher levels of excellence in grants management. Obtaining the credential is not simply a one-timeeffort, but an ongoing commitment to professional growth. • The CGMS Credential will be portable. The CGMS® Credential is independent of the type of organization in which a grants management professional is currently working and/or may be workingfor in the future. SECTION I The CGMS – Outcomes The CGMS Credential will be recognized. Employers, peers, and others will recognize those who have attained a specific knowledge-level of the grants management life-cycle by having passed a rigorous exam.

  5. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION IWho Administers the CGMS® Credential? Governance of the CGMS® program is executed and administered by the National Grants Management Certification Council (NGMCC or “the Council”). COUNCIL MISSION To independently guide and operate the CGMS® Certification Program. Key Functions of the Council 1. Develop and Maintain the Grants Management Body of Knowledge (GMBOK) 2. Develop & Maintain the Certification Exam 3. Certify Training Materials and Courseware 4. Authorize Renewal of Certification

  6. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ • Strategic Planning Meetings – NGMA Board of Directors – 2001/2002 • Surveys of the Grants Management Profession – 2003/2004 • Grants Management Focus Groups – 2004/2005 • Concept of Operations 7-Year Development Document Developed – 2006 • Bid Proposal Released/Submissions Reviewed/Credentialing Firm Contracted – 2007 • Subject Matter Expert GMBoKKnowledge Standard Work Groups Convened – 2008 • Four Core Domains & Five Knowledge Areas Defined – 2008 • Pilot Survey of Task Analysis & Scope Developed – 2008 SECTION ICompleted MILESTONES

  7. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION II The Grants ManagementBody of Knowledge (GMBoK) A Body of Knowledge (BoK) represents the sum total of all knowledge in an area of expertise, most notably of a professional body. BOKs are developed by professional organizations wanting to: 1. advance professional practices 2. set standards, 3. offer a “credential” related to BOK mastery

  8. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION II GMBoK – Work Groups / Assessment GMBoK 2-Day Job Analysis Work Group – Grants ManagersMarch 2008 – McLean, VAGMBoK Assessment Dialogue – General Accountability Office (GAO)May 2008 – Washington, DCGMBoK 1-Day Job Analysis Work Group – Program ManagersJuly 2008 – Washington, DC

  9. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION II GMBoK Development • The GMBoK • Covers all relevant methods, information, policies, regulations, and knowledge related to both grantee and grantor tasks and activities administration.

  10. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION II GMBoK - Work Group Purpose Determine Core Competencies & Skills Subject Matter Experts – Mission To Refine Job Analysis of Grants Management & Program Management Professionals Finalized draft of actual skills, tasks & areas of knowledge necessary to perform grants and program administration using a “job analysis” process Determined Competency Areas Determined Practice Levels Under Each Competency

  11. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Development Outcomes Four Core Domains 44 Core Tasks &Five Knowledge Areas 53 Knowledge Components

  12. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Four (4) Core Domains DOMAIN I:Pre-Award Activities (17 Core Task Areas) Task Standard 1.17 Conduct risk assessment of financial assistance/grant applicants (e.g., history of compliance, financial management capacity)

  13. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Four (4) Core Domains DOMAIN II:Award Activities (8 Core Task Areas) Task Standard 2.3 Review award documents which include terms and conditions, overall grant requirements, budget, and program design

  14. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Four (4) Core Domains DOMAIN III:Post-Award Activities (16 Core Task Areas) Task Standard 3.14 Develop corrective action plans to address deficiencies identified through site visits, audits, and other monitoring activities

  15. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Four (4) Core Domains DOMAIN IV:Close-Out(3 Core Task Areas) Task Standard 4.2 Comply with closeout requirements (e.g., develop and submit final reports to grantors, equipment and property disposition, comply with record retention requirements, liquidate all obligations)

  16. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Five (5) Knowledge Areas #1 – GENERAL KNOWLEDGE (11 Knowledge Components) Three of the 11 Knowledge Components • grants life cycle • guiding principles, policies, regulations, and practices relating to stewardship of public and private funds • order of precedence of laws, regulations, policies, and agency guidance

  17. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Five (5) Knowledge Areas #2 – KNOWLEDGE SPECIFIC TO DOMAIN I . . . Pre-Award Activities(13 Knowledge Components) Three of the 13 Knowledge Components • required components of federal funding opportunity announcements (OMB) • award types (e.g., block, discretionary, mandatory, entitlement) • grantee registration procedures (e.g., CCR/CRS, DUNS number, grants.gov)

  18. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Five (5) Knowledge Areas #3 – KNOWLEDGE SPECIFIC TO DOMAIN II . . . Award Activities(6 Knowledge Components) Three of 6 Knowledge Components • basic contract terminology • award acceptance methods • definition of vendor and sub-recipient/subcontractor

  19. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Five (5) Knowledge Areas #4 – KNOWLEDGE SPECIFIC TO DOMAIN III . . . Post-Award Activities(21 Knowledge Components) Three of 21 Knowledge Components • Single Audit Act requirements • accounting principles and practices pertaining to awards management (e.g., unobligated, encumbrance, cash basis, accrual basis) • prior approval requirements for award modifications (e.g., for change of project director, scope, budget, no-cost extensions)

  20. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Summary The Five (5) Knowledge Areas #5 – KNOWLEDGE SPECIFIC TO DOMAIN IV . . . Close-Out(2 Knowledge Components) One of 2 Knowledge Components • final reporting requirements (e.g., debt collection, liquidation of funds, disposition of equipment real property and supplies)

  21. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III RELEASE of the Grants Management Body of Knowledge IMPORTANTCore Domain Task Standards& Knowledge Area Components are preliminary and have not yet been rated.

  22. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK Validation Survey (Pilot) PILOT TEST -- September 2008 (In Process) Web-based Validation Survey, disseminating URL link to key project leadership for review/comment. Feedback used to revise final survey in preparation for release of survey instrument.

  23. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK – Validation Survey VALIDATION SURVEY -- October & November 2008 Request rating scales in connection with survey instrument through dissemination of FINAL Survey Link to 1,000 to 1,500+ grants management and program management specialists.

  24. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ SECTION III GMBoK – Validation Rating Scales Rating Scale #1: COGNITIVE 1) I do not use the knowledge 2) I recognize/recall the knowledge 3) I apply/integrate the knowledge Rating Scale #2: FREQUENCY 1) Never 2) Annually / Semi-Annually / Quarterly 3) Monthly or Almost Monthly 4) Weekly or Almost Weekly 5) Daily or Almost Daily

  25. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ November / December 2008 PUBLIC COMMENT of GMBoK Evaluate the GMBoK Through Public Comment Process

  26. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ Section III How Analysis of Survey Data is Utilized • To Confirm and Finalize GMBoK Core Domains & Knowledge Areas, Sub Components and Knowledge Standards. • To Determine PERCENTAGE OF EXAMINATION to cover each major topic area, plus Frequency of each specific knowledge base that is used and the Cognitive Level at which they are used. • To develop hypothetical test specifications, consisting of percentage weights for each topic area. Exam based on GMBoK.

  27. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ Winter 2009 FIRST EDITIONGrants Management Body of Knowledge Release of GMBOK in Publication Form. Anticipate frequent updating of GMBOK due to the ever-changing nature of the grants management industry.

  28. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ Future NGP Presentation 1. Fee Schedules2. Examination Format & Application Information / Dates 3. Courseware & GMBoK Study Guide Please send questions toinfo@grantsmanagementcouncil.org

  29. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ WHO IS NGMA?The National Grants Management Association      Non-Profit of Approx. 1,000 Grants Management Professionals MISSION: To Enhance and Improve the Grants Delivery Process Through Education, Training & Networking      Headquarters: Reston, Virginia Established: 1991 Annual Conference: Celebrating 30th Year (April 2009)

  30. The Certified Grants Management Specialist™ (CGMS®) Credential Developed for Grants Managers by Grants Managers __________________________________________________________________________ CGMS® Commitment Statement The CGMS® Program is …Participatory The CGMS® Program is …Consultative The CGMS® Program employs proven techniques and best practices utilized by other rigorous and highly-regarded certification programs.

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