Grants Insider Catalog

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Grants Insider Catalog

  1. 1. GRANTS.INSIDER grantsinsider.thompson.com
  2. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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 Name Title Organization Address City State Zip Daytime Telephone Fax Email
  19. 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 805 15th Street, NW | Suite 300 Washington, DC 20005 Member Information Name Title Organization Address City State Zip Daytime Telephone Fax Email Payment Information o Training Form o Purchase Order o Credit Card o Check (By mail only) Training Form/Purchase Order/Credit Card Number Expiration Date Name on Card Billing Address 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. Signature Date Selections Please Register Me for the Following Courses: Live Online Training* Course Title Tuition Handbooks Manuals* Title Price Total * 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 and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. o I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED Signature Date Online Training Cancelation Policy: If you are not able to attend for any reason, please notify us as soon as possible. Conference cancellations received 24 hours prior to the start time of the audio conference are fully refundable. After that, cancellations are subject to a $25 processing fee. If you prefer, 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 service@thompson.com ONE TWO THREE FOUR
  20. 20. Online www.thompson.com Phone 800-677-3789 Fax 800-759-7179 Mail P.O.Box26185 Tampa,FL|33623-6185 ThompsonPublishingGroup,Inc.

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