2. About The Grants Experts
The Grants Insider offers several ways to keep in touch with both
current events in grants management and your colleagues and
classmates. Choose the method that fits your preferences:
On Twitter
Follow us @GrantsInsider
On Facebook
Become a fan of The Grants Insider
Search for Grants Insider at www.facebook.com
On LinkedIn
Join The Grants Insider group
Search for Grants Insider at www.LinkedIn.com
GSA Mobis
Access the Institute’s Consulting Services
through GSA MOBIS
The Performance Institute MOBIS Contract
# GS-10F-0261M
Thompson Publishing Group
Since 1972, thousands of professionals in business, government,
law and academia have relied on Thompson Publishing Group
for the most authoritative, timely and practical guidance available.
Throughout the years, these professionals have to come to rely on
us for help in tracking, and complying with, the dynamic regulatory
mandates facing their organizations in a variety of areas.
Our approach is simple. We constantly monitor regulatory trends
affecting business and government. As new developments occur,
we act quickly to provide authoritative compliance insights to our
customers. We do this via a growing line of 120 books, loose-leafs,
specialty newsletters, audio conferences, web subscription products
and email advisory alerts. These insights are provided by our national
network of authors -- all of whom are recognized leaders in their
fields – and our team of accomplished in-house editorial experts.
Working together, they bring you the very best in analysis and “how
to” compliance tools. This approach is the major reason why our
products are widely-acknowledged to be the best in their fields.
The Performance Institute
The Performance Institute is a nonpartisan, private think tank
seeking to improve government performance through the principles
of transparency, accountability, performance and engagement.
We serve as the nation’s leading authority and repository on
performance-based management practices for government. Our
mission is to identify, study and disseminate the leading management
innovations pioneered by “best-in-class” organizations.
Through our national conferences on pressing issues, interactive
training programs for government managers, best practice
research and strategic consulting services, the Institute provides
cutting-edge expertise in the design, implementation and
evaluation of strategies to solve operational and managerial
challenges and enhance organizational performance.
2
3. Thompson Publishing Group and The Performance Institute
are pleased to announce The Grants Insider Program:
As a grant professional it is critical for you to have access to
the latest government wide requirements, agency regulations
and grants management best practices being produced
within your field.
The Grants Insider program is designed to provide you total
access to the complete resource library of grants publications,
manuals and training options offered by Thompson and The
Performance Institute. Plus, if you are interested in becoming a
Certified Grants Manager or creating a Custom Group Training
that meets specific challenges unique to your organization, The
Grants Insider can you help you do that, too.
The Grants Insider Membership Includes
• Subscription to the Grants Insider Weekly, an information-
packed weekly e-newsletter devoted to grant seeking and
grants management. Keep current on funding opportunities,
economic development, OMB circulars, single audits, Title
IX, subrecipient monitoring, indirect costs, time and effort
reporting, and more.
• 20% Insider discount off publicly offered Live Training courses
• 20% Insider discount off instructor led Online Training courses
• 20% Insider discount off the full suite of Grants Handbooks
and Manuals designed to give you a solid foundation in
grants seeking, management and auditing.
• Plus, exclusive discounts on combination purchases
… and more.
Introducing The Grants Insider Program
3
Online Training
Handbooks Manuals
Publicly-Offered Training
Consulting Services
Grants Management
Certification
Custom Group Training
4. 4 grantsinsider.thompson.com
GRANTSAUDITING
Applicatio
and S
Awarding
Monitoring Co
and Subaw
Closeout
Audits
The Grants Insider Lifecycle
The Grants Insider provides a comprehensive library of grants
publications, training courses and services for every stage in
the grants lifecycle.
Auditing
Live Training:
Audit Requirments for Grants
Manuals and Handbooks:
Single Audit Information Service
Online Training:
Designing Internal Controls for Federal Grant Programs
Creating a Federal Grant “Audit Trail”
OMB Circular A-133 Fundamentals
Time and Effort Reporting for Federal Grants: A Guide to Careful
Documentation
Onsite Training
Consulting Services
5. grantsinsider.thompson.com 5
GRANTS SEE
KING
GRANTS MANAG
EM
ENT
on Evaluation
Selection
Notice of
Grant Award
Financial and
Performance Report
and
ontracts
wards
Grants Seeking
Live Training:
Understand Grant Administrative Requirements and
Cooperative Agreements
Manuals and Handbooks:
Winning Strategies for Developing Proposals and Managing Grants
Local/State Funding Report Online
Guide to Federal Funding for Governments and Nonprofits
Grantswire
Onsite Training
Consulting Services
Grants Management
Live Training:
Understand Grant Administrative Requirements and Cooperative
Agreements
Cost Principles and Allowability for Grants
Manuals and Handbooks:
Federal Grants Management Handbook
Techniques for Monitoring Federal Subawards
Current Topics in Grants Management: Key Issues in Managing Federal Awards
Federal Education Grants Management: What Administrators Need to Know,
3rd Edition
Questions and Answers for the Grant Professional: Achieving Excellence
References in Grant Development and Management
Collaboration in Grant Development and Management
Online Training:
The Continuing Challenge of Subrecipient Monitoring
Indirect Cost Fundamentals—What You Need to Know
Onsite Training
Consulting Services
6. 6 grantsinsider.thompson.com
Online Training
Online asynchronous, instructor-led training with practical
exercises and actual case studies. Train at your convenience,
without the travel. Learn more at grantsinsider.thompson.com
Publicly-Offered Training Courses
Use this catalog to find the course you would like to attend
and register using the enrollment form at the end of the
catalog, or visit grantsinsider.thomspson.com
Handbooks and Manuals
Designed to further enhance your performance, we offer a full
suite of resources designed to give you a solid foundation in
grants seeking, management and auditing. Choose titles from
the catalog or visit grantsinsider.thompson.com
Custom Group Training Held at Your Organization
To save time and money, bring any of the courses listed in this
catalog on-site to your organization, agency or department.
To get started, contact Jennifer Mueller at 202-739-9619
or Jennifer.Mueller@PerformanceInstitute.org
Grants Management Certification
The Grants Management Certification Program allows
participants to develop a solid foundation in grants
management, earn credit hours and advance their
careers. To contact an academic advisor call us at
877-376-0490 or visit grantsinsider.thomspson.com.
Consulting Services
Every day, government agencies turn to The
Performance Institute for advice, consulting
services and facilitation of their grants management
projects. We combine core methodologies with
deep technical knowledge and strong execution to
help our clients and show results. To get started,
contact Jennifer Mueller at 202-739-9619 or
Jennifer.Mueller@PerformanceInstitute.org
Problem Identification
Develop a grants management and application process using a
problem–based methodology
Understand the Grants Landscape
Explore federal, state, local and private grant opportunities to
determine the best options for your funding needs
Win the Grant
Craft a framework for your organization to minimize time spent
and maximize effectiveness in creating grant proposals
Measure Success
Build a system of performance goals, timelines and strategies for
difficult to measure outcomes
Manage for Results
Create strategic indicators and evaluation frameworks that
enhance organizational and grant effectiveness
Stay Compliant
Understand the major compliance requirements and ensure
oversight of your grants
Evaluate Performance
Design evaluation criteria that will assist in measuring and
correcting program performance
Communicate Grant Results
Tell the story of your organization to grantors and funders through
performance reporting
Close out the Grant
Settle grant accounts completely to avoid unnecessary charges or audits
The Grants Insider Delivery Options
Grants Management Methodology
7. grantsinsider.thompson.com 7
The Grant Management Certification Program will help you
advance your career in grants management by teaching
you how to understand and apply grants requirements and
principals to manage federal dollars efficiently and effectively. By
mastering the skills required to write effective proposals, manage
grants using sound performance and financial management
practices and effectively close out and report on grant
performance, you will improve your and your organization's
ability to obtain and manage much-needed funds.
Completing the Certificate Program Will Help You:
• Advance Your Career
• Plan for Grants
• Apply for Grants
• Administer Grants
• Evaluate Grants
Bring a Customized Certification Program
to Your Agency: Bring the Grants Management
Certification Program to your location and design
a program that meets your organization's unique
challenges. Contact Jennifer Mueller at 202-739-9619 or
Jennifer.Mueller@PerformanceInstitute.org
The Performance Institute is registered with the National
Association of State Boards of Accountancy (NASBA) as a
sponsor of continuing professional education on the National
Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE
credit. Complaints regarding sponsors may be addressed to
the National Registry of CPE Sponsors, 150 Fourth Avenue
North, Nashville, TN 37219-2417. Website: www.nasba.org.
Grants Management
Certification Program
STEP 1: Enroll in the Program
To get started, request an academic advisor by calling
877-376-0490. Contacting an academic advisor does not
obligate you to take any courses.
STEP 2: Select and Enroll in Courses
Enroll in your first course by calling our customer service department
at 877-376-0490 or visiting grantsinsider.thompson.com
STEP 3: Receive and Read the Manuals and Handbooks
The Federal Grants Management Handbook and Questions
and Answers for the Grant Professional
STEP 4: Complete the Live Core Courses
Understand Grant Administrative Requirements and Cooperative
Agreements, Cost Principles and Allowability for Grants and Audit
Requirements for Grants.
STEP 5: Complete the Elective Online Courses
Choose three online courses from our course catalog.
STEP 6: Take The Certification Exam
STEP 7: Graduate!
Grants Management Methodology
*The two-year timeframe for completing the Program begins on the first
day of the first course you take for Certificate Program credit.
8. 8 grantsinsider.thompson.com
Overview of Administrative Requirements
• Understand the administrative requirements under OMB
Circular A-102 and CFR Part 215
• Examine the development of administrative requirements
as well as recent and planned changes
Standards for Financial Management Systems
• Review grant recipient financial system procedures and
conform with the administrative requirements
• Prepare and develop a reporting schedule for financial
and progress reports
Property and Procurement Standards
• Identify standards for title, use and disposition of real and
intangible property, equipment and supplies
• Examine and avoid common pitfalls resulting from insufficient
property management and procurement standards
Changes in Budget and Scope
• Identify, determine and valuate proposed changes in
budget and scope
• Collaborate with awarding agency to obtain approval for
budget changes
Project Performance
• Monitor and report program and financial performance
goals and objectives
• Ensure optimum performance of sub-recipients and
their beneficiaries
Examine the Award Agency’s Role
• Examine monitoring methods, audits and sanctions by
the awarding agency
• Learn how agencies and auditors review internal controls
through site visits
Termination and Enforcement
• Use administrative requirements to guide corrective
actions and enforcement measures
• Compile applicable federal, state and agency requirements
for the enforcement, sanction, and termination of awards
overseen by contractors and subcontractors
Course 1: Understand Grant Administrative Requirements
and Cooperative Agreements
Live Training
Live classroom, instructor-led: Lecture, discussion, hands-on practical exercises and
actual case studies.
Course Details and Credits
February 14, 2011 in Arlington, VA
July 18, 2011 in Arlington, VA
CPE Credits: 6
Delivery Method: Group-live
Program Level: Basic | Prerequisites: None
Advanced Preparation: None | Length: 1 Day
Grants Insider Members: $348 | Reg: $435
10 Steps for Improving
Grants Management
Develop insight into uniform administrative and financial requirements necessary for grant
compliance and learn to efficiently and effectively manage work processes
9. grantsinsider.thompson.com 9
Course 2: Cost Principles and Allowability for Grants
Cost Principles and Allowability for Grants
• Examine the different cost principles for state, local and
tribal governments; as well as universities, nonprofits and
for-profit organizations
• Review the proper flow through to sub-recipients to
navigate the grants cost process
• Understand the universe of the different federal
cost principles
Cost Allowability
• Determine whether a cost meets the criteria of being
reasonable, allocable and allowable
• Review grant application budgets to familiarize yourself
with cost allowability
• Understand what costs are allowable, what costs are not
allowable and how costs are to be documented
Direct and Indirect Costs
• Understand the differences between direct and indirect
costs in the grants process
• Classify costs as direct or indirect based upon the
treatment of that cost within the accounting system
• Interpret the cost principles and definitions of prior approval
Selected Items of Cost
• Locate cost items in the cost principles and
program guidelines
• Review factors affecting grant allocability of
indirect costs
• Understand the big ticket items that are allowed
under the grant
Using and Applying Cost Principles
• Review and develop your budget while adhering to
grant guidelines
• Identify items and procedures in your budget that would
be reviewed in a grant audit
• Support claims of allowability
Tips on Cost Principles
• Gain insight into grant cost disallowances by exploring
agency and court decisions
• Negotiate with vendors on budget items that are consistent
with your cost principles
• Prepare for the after the fact report
Questionable
Indirect
Direct
Complex
Course Details and Credits
February 15, 2011 in Arlington, VA
July 19, 2011 in Arlington, VA
CPE Credits: 6
Delivery Method: Group-live
Program Level: Basic | Prerequisites: None
Advanced Preparation: None | Length: 1 Day
Grants Insider Members: $348 | Reg: $435
Cost Principle Types
Understand the importance of indirect and direct costs and how to use and apply
cost principles to your award
10. Risk
ImpactCauses
Review Audit Requirements and Select Auditors
• Examine grant audits: The players, their authority and their roles
• Use requirements such as OMB Circular A-133, the
Compliance Supplement and the GAO Yellow Book to
establish your own audit guidelines
• Review grant monitoring and understand what it covers
and how it is performed
Risk Assessment and Major Program Factors
• Conduct a risk assessment of your program and determine
if it is high or low risk
• Analyze internal controls and compliance requirements for
program success
• Understand the difference between federal and
non-federal audits
Conduct the Audit
• Perform audit results and findings to increase grant
report accuracy
• Monitor the auditor’s performance to avoid common errors
Develop an accurate list of the products of the audit
• Identify federal awards received and expended
• Maintain internal controls over federal awards
Single Audit Reporting
• Report package contents and submission procedures
with Clearinghouse
• Use Circular A-133 criteria to evaluate the adequacy of an
audit reporting package
Prepare for Your Audit
• Ensure proper documentation on time and effort reports,
financial and performance reports for your grant
• Identify all sub-recipients and develop a monitoring file that
includes program performance and financial information
• Prepare financial statements and schedule of expenditures
of federal awards
• Prepare schedule of prior audit findings
• Procure or arrange for audit services
• Prepare corrective action plans, as necessary
• Submit audit reporting packages as required
Tips for Grant Managers
• Examine common audit findings and questioned costs
associated with the grant award
• Ensure you understand and document your control system
• Review financial and performance reports
• Follow-up on significant developments
• Conduct meaningful site visits
• Provide feedback and technical assistance
10 grantsinsider.thompson.com
Course 3: Audit Requirements for Grants
Course Details and Credits
February 16, 2011 in Arlington, VA
July 20, 2011 in Arlington, VA
CPE Credits: 6
Delivery Method: Group-live
Program Level: Basic | Prerequisites: None
Advanced Preparation: None | Length: 1 Day
Grants Insider Members: $348 | Reg: $435
Understanding Risk
Cultivate an understanding of audit requirements and how to conduct and prepare for a grant audit
11. grantsinsider.thompson.com 11
Online Training
Grants Insider Online Training
Benefits of Online Training
• On-Demand Availability: Access lessons anywhere with an
active Internet connection, 24 hours-a-day, 7 days-a-week
• Self-Pacing: Allows learners to progress through the lessons at
their own pace
• No Travel: Online training means learners save time and
organizations save money
Pricing
Grants Insider Members: $239 (Reg $299) live event per
listening site; $279 (Reg $349) live event CD/On Demand;
$239 (Reg $299) CD or On-Demand only
CPE Credits
1.5 CPE Credit hours awarded upon completion of the live
event and its post-conference survey
The billions of dollars that are awarded by federal agencies to
thousands of grantees nationwide often don’t stop there. They get
passed through as subgrants to thousands more “subrecipients.”
And that means that when your organization is the primary
grantee or “pass-through entity,” the federal government is looking
to you to ensure that those funds are spent according to laws,
regulations and the provisions of your agreements. So, whether
you work for a governmental unit, a university or a non-profit
organization, you’re probably in the “subrecipient monitoring”
business. And the chances are, if you have received federal
stimulus funds, that business has become even more active.
But how do you monitor subrecipients? Federal requirements for
subrecipient monitoring show up in both grants management
and audit policies. But they leave a lot to judgment. Some
grantees have relied on their subrecipients’ OMB Circular A-133
audits as their primary tools for monitoring compliance. But lots
of subrecipients don’t expend enough federal money to trigger
the need for a single audit. Independent audits of pass-through
entities are increasingly raising questions about whether those
organizations are obtaining proper assurance about subrecipient
audits when they are required.
This session will help you answer these questions and respond to what
is recognized as a key responsibility in federal grants management.
Agenda/Objectives:
• The specifics of federal requirements for subrecipient monitoring
• Pre-award steps that can help streamline monitoring and
target critical issues
• Organizing the subgrant agreement as a management and
monitoring tool
• How to organize your “subgrant universe”
• The “smorgasbord” of available post-award monitoring techniques
The Continuing Challenge of Subrecipient Monitoring
Course Offerings
Online, asynchronous, instructor-led training with practical exercises and
actual case studies.
January 10, 2011 2:00pm to 3:30pm ET
Grants Insider Members: $239 (Reg $299) live event per
listening site; $279 (Reg $349) live event CD/On Demand;
$239 (Reg $299) CD or On-Demand only
CPE Credits: 1.5 CPE Credit hours
awarded upon completion of the live event
and its post-conference survey
12. 12 grantsinsider.thompson.com
Several federal policies affecting administration and audit of grants
and subgrants require that recipient and subrecipient organizations
design and operate effective internal controls over cash, property
and other assets, over compliance with laws, regulations and
financial reporting. The resulting procedures are intended to
prevent and detect financial misstatements and violations of federal
requirements. Independent auditors performing OMB Circular
A-133 audits are required to gain an understanding of these
controls and to report any deficiencies in them. The professional
and government audit standards affecting that reporting have
recently changed in important ways. They’ve already “lowered
the bar” for what is being reported as a “significant deficiency” or
a “material weakness.” That suggests that knowing what’s really
required and performing a self-assessment of those controls are
timely steps for recipients and subrepicients to perform. This audio
conference will help you launch those kinds of successful efforts.
Agenda/Objectives:
• Specific federal requirements for designing grant
related internal controls
• Common standards for internal control policies and
procedures, such as the so-called COSO model and the
standards that the federal government applies to itself
• Grant compliance areas where unique control procedures
may be warranted
• Cost and benefit balancing and the concept of
“reasonable assurance”
• Revised internal control reporting criteria that
independent auditors must now employ
Like it or not, the federal government’s line of defense against
fraud, abuse, mismanagement and unallowable cost begins with
audits -- those performed by nonfederal auditors under Office
of Management and Budget (OMB) Circular A-133 and those
performed by federal inspectors general. And since the current
overheated accountability atmosphere is making those auditors
more aggressive than ever, it's even more critical that federal
grantees and subgrantees generate the kind of documentation
that will create an “audit trail” and satisfy auditors’ inquiries.
However, the problem is that most of the federal grant rules
covering that documentation are ambiguous. They say things
like required accounting records will be “supported by source
documentation” or costs charged to awards must be “adequately
documented.” But they never tell you what is adequate. So how
should you respond?
Agenda/Objectives:
• Learn to identify the kinds of documentation to create to
support federal award charges
• Based upon few specific requirements and standards of
evidence that the auditors must follow, learn the possibilities for
assuring that credible, reliable and sufficient support can be
developed for such charges as:
• salaries and wages
• fringe benefits
• travel
• equipment
• supplies
• space occupancy
• professional services
• third-party in-kind contributions
Designing Internal Controls for Federal Grant Programs
Creating a Federal Grant “Audit Trail”
Feburary 7, 2011 2:00pm to 3:30pm ET
Grants Insider Members: $239 (Reg $299) live event per
listening site; $279 (Reg $349) live event CD/On Demand;
$239 (Reg $299) CD or On-Demand only
CPE Credits: 1.5 CPE Credit hours
awarded upon completion of the live event
and its post-conference survey
March 7, 2011 2:00pm to 3:30pm ET
Grants Insider Members: $239 (Reg $299) live event per
listening site; $279 (Reg $349) live event CD/On Demand;
$239 (Reg $299) CD or On-Demand only
CPE Credits: 1.5 CPE Credit hours
awarded upon completion of the live event
and its post-conference survey
13. grantsinsider.thompson.com 13
Accurately assessing the performance and administration of federal
grant programs has always been a tricky undertaking. But one
attribute is increasingly being cited as one indicator that a recipient
or subrecipient of federal grants is being held accountable for its
handling of those public funds—a “clean A-133 audit.”
OMB Circular A-133 (Revised), Audits of States, Local Governments
and Nonprofit Organizations, has been the key federal government
policy on audit of federal grants and subgrants for more than a decade.
But understanding the fundamentals concerning the scope, objectives
and results of those “single audits” has never been as important as it
is now. Multiple factors align to make that true. Current bad economic
news and increased government intervention in the free market
promise to swell federal budget deficits in a way that guarantees
unprecedented oversight of federal grant programs and a weaning out
of programs and recipients that can’t cut it. Meanwhile, independent
auditors are under more pressure than ever to demonstrate that they
have properly performed required tests of grant dollars, particularly
in the aftermath of a high profile study released by federal inspectors
general that showed a high percentage of annual Circular A-133 audits
failed to meet applicable auditing standards. In short, the stakes of
coming through your A-133 audit with no findings have gone up at a
time when the likelihood of doing so has gone down.
Agenda/Objectives:
• Who is covered and how?
• What federal awards must be included in the audit scope?
• What other federal policies affect the audit?
• What applicable standards and guidance apply?
• What are the responsibilities of the “auditee?”
• What are the responsibilities of federal agencies?
• What are the responsibilities of the “pass-through entity?”
• What is the responsibility of the auditors and what will they be looking for?
• What are the audit “deliverables” and how should they be used?
The conference will serve as an excellent and effective introduction
for those who have had little or no exposure to the Circular A-133
audit process as well as a useful refresher for more experienced staff.
Employee compensation is one of the biggest line items in most federal
grant budgets and it’s also one of the few where there is a specific
set of federal standards for what the documentary support for those
charges should look like. Additionally, recipients and subrecipients
have to fashion their own employee compensation systems, and all
too often, grantee organizations and their staff members are careless
about their procedures and practices for making sure that sufficient
support is available to justify these costs. Avoiding problems with this
key activity will go a long way toward assuring that your federal grants
are not vulnerable to questioned or disallowed costs.
This session will review the nuances of time and effort reporting—
what’s required by the Office of Management and Budget
circulars that establish what costs are allowable, which ones are
not and how the costs are to be documented.
Agenda/Objectives:
• What are the policies for documentation of employee compensation
for each major set of grant performers (state and local governments,
colleges and universities, and nonprofit organizations)?
• Why are budgeted amounts unacceptable for salary and wage support?
• What are the rules concerning full disclosure of all time worked?
• Who completes the documentation or certifies that it's accurate?
• What increments of time and effort must be kept?
• How often do time sheets need to be prepared?
• What is the relationship between grant time and effort reporting and
requirements of the federal wage and hour law?
OMB Circular A-133 Fundamentals
Time and Effort Reporting for Federal Grants:
A Guide to Careful Documentation
April 11, 2011 2:00pm to 3:30pm ET
Grants Insider Members: $239 (Reg $299) live event per
listening site; $279 (Reg $349) live event CD/On Demand;
$239 (Reg $299) CD or On-Demand only
CPE Credits: 1.5 CPE Credit hours
awarded upon completion of the live event
and its post-conference survey
May 2, 2011 2:00pm to 3:30pm ET
Grants Insider Members: $239 (Reg $299) live event per
listening site; $279 (Reg $349) live event CD/On Demand;
$239 (Reg $299) CD or On-Demand only
CPE Credits: 1.5 CPE Credit hours
awarded upon completion of the live event
and its post-conference survey
14. 14 grantsinsider.thompson.com
Without a doubt, “indirect cost” is one of the most misunderstood
topics in federal grant administration and audit. Frequent and
often fundamental misconceptions abound among various
grant stakeholders—awarding agency personnel, recipient and
subrecipient program staff, university faculty, and even financial
managers and auditors. Indirect cost recovery under federal
grants is grounded on three simple concepts:
• Each grant supported program should bear its fair share of
costs that benefit it
• Some costs incurred for common purposes, such as for
facilities or administration, cannot be readily identified with a
particular grant project
• Performing detailed cost accounting analyses for some of these
types of expenses is time-consuming and wasteful
Unfortunately, the coverage of those simple concepts in the
applicable federal policies on the subject is anything but simple.
And there are many differences in those policies, depending on
whether you work for a governmental unit, a higher education
institution or a nonprofit organization.
Agenda/Objectives:
• How to differentiate among the often confusing and
overlapping terminology
• The regulatory policies affecting different types of
grant performers
• What tools organizations must use to develop, present and
negotiate indirect cost rates with the federal government
• How indirect costs are recovered under individual awards
• How to identify areas of indirect cost audit vulnerability
Indirect Cost Fundamentals: What You Need to Know
June 27, 2011 2:00pm to 3:30pm ET
Grants Insider Members: $239 (Reg $299) live event per
listening site; $279 (Reg $349) live event CD/On Demand;
$239 (Reg $299) CD or On-Demand only
CPE Credits: 1.5 CPE Credit hours
awarded upon completion of the live event
and its post-conference survey
15. grantsinsider.thompson.com 15
Consulting Services
The Performance Institute combines core methodologies with deep technical knowledge
and strong execution to provide advice, consulting service and facilitation of our clients’
grants management projects.
Grants Insider On-Site Training
One of the more popular vehicles for accessing the Grants
Insider educational offerings is the delivery of on-site trainings
and management facilitations. Bringing a training or facilitation
in-house gives you the opportunity to customize a program
that addresses your exact challenges and provides a more
personal learning experience, while virtually eliminating travel
expenses. Whether you require training for a small group or for an
organization-wide initiative, our advanced learning methods will
create an intimate training atmosphere that maximizes knowledge
transfer to enhance the talent within your organization.
Using interactive exercises that employ actual projects or
scenarios from your organization, instructors can address specific
challenges and align the curriculum of each session to your
objectives. While the majority of on-site trainings are focused
on smaller groups, we also have the ability to accommodate
organizational-wide training initiatives.
Benefits of On-Site Training
Maximize Your Training Dollars
As training budgets trend downward, minimize travel expenses
and other direct costs by utilizing our on-site training programs
and host at your preferred location.
Apply Concepts Immediately to Your Work
Draw from your own program challenges by integrating specific
examples or projects to use throughout the course.
Craft a Customized Training Solution
Identify and customize a training solution that meets your unique
organizational needs to enhance learning outcomes.
Comprehensive consulting services to meet your needs
Every day, government agencies turn to The Performance
Institute for advice, consulting services and facilitation of their
grants writing, management and auditing projects. We combine
core methodologies with deep technical knowledge and strong
execution to help our clients achieve success and show results.
The methodologies created by The Performance Institute are
driven by public sector experience and reality. We understand the
difference between the political and the managerial, the roles of
the different agencies and the unique struggle for power between
the different branches of government. Rather than a private sector
approach, which is generally tailored to the desires of
“flavor-of-the-month” CEOs, our approach is mandate-driven.
The key methodology used throughout our consulting services is
the Government Performance Logic Model and the Logic Model
“V”. Both logic models allow for a top down approach that allow you
to focus on developing performance goals and measures that are in
alignment with your organizations long term mission and objectives.
GSA Mobis
Access the Institute’s Consulting Services
through GSA MOBIS
The Performance Institute MOBIS Contract
# GS-10F-0261M
Grants Insider Consulting Solutions
Top-Line Return
Alignment
Bottom-Line Investment
Linkage
M
easurem
ent
Strategy Planning Strategy Implementation
Logic Model “V”
16. 16 grantsinsider.thompson.com
Handbooks and Manuals
Designed to further enhance your performance, we offer a full suite of resources
designed to give you a solid foundation in grants seeking, management and auditing.
Grant Seeking
The Guide to Federal Funding for
Government and Nonprofits offers fast,
easy access to current, precise funding
information on more than 750 federal
grant-making programs — all grouped by
function, not by agency.
Grants Insider Members: $319 | Reg: $399
Local/State Funding Report has detailed
the latest federal funding programs, offering
must-have intelligence and concise,
comprehensive coverage of available dollars
in rural development... healthcare... law
enforcement... housing... juvenile justice...
energy... emergency and disaster aid...
transportation... the list goes on.
Grants Insider Members: $303 | Reg: $379
GrantsWire is the most comprehensive
source of new funding opportunities
and it’s e-mailed right to your
computer! Created by Thompson
Publishing Group with the busy grant
writer in mind, GrantsWire is a new
tool to get reliable grants information.
It provides you with all of the just-
released grant opportunities of federal agencies and foundations.
And we also gather for you quick-read intelligence on the latest grant
program rules and policies issued by federal agencies.
Grants Insider Members: $159 | Reg: $199
Winning Strategies for Developing Proposals
and Managing Grants (3rd Edition). To people
unfamiliar with the process, grantseeking can be
a daunting, confusing and complex task. Novices
in the grants field often see other organizations
receiving grants but fail to understand the
process or procedures used to obtain them, It
is imperative for organizations seeking funding
– whether from federal agencies, private
foundations or corporate endowments – to understand the process.
Perhaps as equally important is for grantseekers to understand and put
into practice effective tools for researching funding sources, defining
goals and objectives of proposed projects and activities, and writing
sound grant proposals.
Winning Strategies for Developing Proposals and Managing
Grants provides those tools for successful grantseeking. The
purpose of this book is to help organizations that search for funding
fine-tune their grantseeking skills and practices.
Grants Insider Members: $149 | Reg: $199
References in Grant Development and
Management. Whether you are new to the grants
profession or a seasoned pro, everyone needs a
suggestion or clarification every now and then.
The grants world is full or terms, phrases and
concepts. Funding agencies new to you may have
different terms with which you are unfamiliar.
References in Grant Development and Management was created as a
handy reference for grant professionals of all kind. We have included
hundreds of key grant-related terms and phrases that we use all the
time – and some that we use very infrequently – but always need to
get our hands on quickly. The book also includes cross-references for
terminology that may be specific to some funding agencies.
Grants Insider Price: $119 | Reg: $149
17. grantsinsider.thompson.com 17
The Federal Grants Management Handbook
is the most comprehensive and trusted
source for administering federal program
funds — from submitting grant proposals to
setting up financial management systems
for payment and reporting … initiating audits
and grant closeout, to searching for best
practices and procedures. You'll get all the
primary source documents grant recipients need — OMB circulars,
Treasury regulations and other governmentwide policies such as
lobbying restrictions, debarment and nondiscrimination. You'll find
practical compliance tools, such as checklists, sample forms and
proven methods of grants management compliance.
Grants Insider Members: $319 | Reg: $399
Collaboration in Grant Development and
Management. No matter what your role is in
grant development and management, effective
communication skills are essential to developing
and sustaining productive working relationships.
Whether you are a grant writer, developer, director
or manager working in a collaborative group, good
communication skills are critical to your success.
Collaboration in Grant Development and Management explains the key
characteristics of different kinds of collaborative relationships such as
design teams and mentoring. Whether you are employed in an agency
or organization and serve as a consultant, evaluator, decision maker or
legislative coordinator, working in collaborative relationships is part of
your job. This book will give you the tools and strategies to make your
very difficult job easier and your work with teams more productive.
Grants Insider Members: $119 | Reg: $149
Techniques for Monitoring Federal Subawards.
Every year, federal agencies award billions of dollars
to state, local and tribal governments, colleges and
universities, and other organizations to administer
a myriad of federal assistance programs. Through
hundreds of federal programs, these agencies carry
out federal mandates and public policies created
by executive order of the president or legislation
enacted by Congress. For the most part, federal
agencies rely on their grant recipients to implement these programs
by adhering to program rules and governmentwide polices for
administering federal grant dollars – “the strings attached”.
Techniques for Monitoring Federal Subawards discusses the variety
of complex monitoring tools that grant recipients and subrecipients
can use and provides practical guidance for executing them.
Grants Insider Members: $135 | Reg: $169
Current Topics in Grants Management: Key Issues
in Managing Federal Awards. Managing federal
assistance programs can be a challenge. Doing so
requires program and grant managers to be versed
not only in program-specific requirements, but also
the general grant administration rules. Seasoned
grants professionals and newly minted ones have a
tall order in meeting this challenge.
Current Topics in Grants Management: Key Issues in Managing
Federal Awards, provides detailed analyses and various aspects of
the grants management process. It highlights nuances of the grants
management rules that often create headaches for program managers
and suggests tools for dealing with those nuances.
Grants Insider Members: $119 | Reg: $149
Questions Answers for the Grant
Professional: Achieving Excellence. As a grant
professional, you are viewed by almost everyone
in your agency or organization as the “expert”
and the go-to person for any questions about
funding, grant management, editing, writing…
and the list goes on. But where do you go when
you have questions and need answers?
Questions Answers for the Grant Professional: Achieving Excellence
provides grant managers with best practices, current research and
practical information in an easy-to-use question and answer format.
The book also includes charts, tables, checklists and forms so you can
move quickly from the answer right into action.
Grants Insider Members: $319 | Reg: $399
The Single Audit Information Service is a
comprehensive guide to all of the steps federal
grantees and auditors must follow to ensure
Single Audit Act compliance. From soliciting
bids for audit services to preparing audit reports
to resolving audit findings with federal officials,
the Service provides detailed analyses of every
aspect of single audit law and policy. It provides
cost-effective and practical guidance on preparing for and performing
single audits. All of the primary source documents grantees and auditors
need are included — OMB circulars, GAO standards and federal
agency regulations and guidance. Throughout the Service, you'll find
helpful compliance tools such as checklists, sample reports and proven
methods of single audit compliance. Regular newsletters and Service
updates provide up-to-date news and analysis.
Grants Insider Members: $319 | Reg: $399
Grant Management
Auditing
18. THE GRANTS INSIDER MEMBERSHIP FORM
To enroll in The Grants Insider Program, simply visit grantsinsider.thompson.com or complete the Membership Form and
mail or fax it to us.
FAX
The Grants Insider
805 15th Street, NW | Suite 300
Washington, DC 20005
800-999-5661
MAIL
Membership Form
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Title
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State Zip
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19. How to REGISTER
To register for a Grants Insider training course or purchase a publication, please go online, call customer service, fax or mail in this
completed form. For consulting services or Custom Group Training held at your organization, please call.
Online
at: grantsinsider.thompson.com
Via Phone
Call customer service at:
877-376-0490
Via Fax
Fill out this page and
fax to: 800-999-5661
Via Mail
Fill out this page and mail to:
The Grants Insider
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Washington, DC 20005
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I understand that I have two years from the first day of the first course I take to complete
the course requirements for this program.
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Please Register Me for the Following Courses:
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* To receive your Grants Insider Discount , please reference Priority Code: GIVIP-20
For Consulting Services and Live, Onsite Training, please call Jennifer Mueller at
202-739-9619 or email her at Jennifer.Mueller@PerformanceInsitute.org
Need help customizing your training program? Contact us at 877-376-0490 and
we’ll assign you a customer service expert to guide you through certification and
course options.
Live Training Cancelation Policy: The Performance Institute will provide a full refund less a $399
administration fee for cancellations requested four weeks prior to the event start date unless
cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less
than two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend
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you may substitute an upcoming audio conference for the one you originally registered for and avoid the
$25 processing fee. All refunds resulting from conference cancellations will be issued within 72 hours.
If you have any questions or concerns, you may contact us at 800-925-1878 or by emailing
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