This document provides information about a three-day training on grants management to be held August 16-18, 2010 in Arlington, VA. The training will cover understanding grant administrative requirements, cost principles and allowability for grants, and audit requirements for grants. Attendees can earn up to 18 continuing education credits. The training will help participants effectively manage the grants process at their organizations.

1. Learn How to Manage
Your Grants More Effectively
GRANTS
THE
MANAGEMENT
TRAINING 2010
Obtain the Knowledge and Skills to Effectively Manage
the Grants Process at Your Organization
August 16—18, 2010 Arlington, VA
1
Understand Grant Administrative Requirements and Cooperative Agreements
COURSE
Develop insight into uniform administrative and financial requirements
necessary for grant compliance and learn to efficiently and
effectively manage work processes
2
Cost Principles and Allowability for Grants
COURSE
Understand the importance of indirect and direct costs
and how to use and apply cost principles to your award
3
Audit Requirements for Grants
COURSE
Cultivate an understanding of audit requirements and
how to conduct and prepare for a grant audit
Earn up to 18 CPE Credits
In Association With
www.PerformanceInstitute.org/Grants2010 1
www.PerformanceInstitute.org/Grants2010

2. THE 2010 GRANTS MANAGEMENT TRAINING
August 16, 2010
1
COURSE
Understand Grant Administrative Requirements
and Cooperative Agreements
8:30 Registration and Continental Breakfast Project Performance
• Monitor and report program and financial
9:00 performance goals and objectives
Overview of Administrative Requirements • Ensure optimum performance of sub-recipients and
• Understand the administrative requirements under their beneficiaries Examine the Award Agency’s Role
OMB Circular A-102 and CFR Part 215
• Examine monitoring methods, audits and sanctions
• Examine the development of administrative by the awarding agency
requirements as well as recent and planned changes
• Learn how agencies and auditors review internal
controls through site visits
Standards for Financial Management Systems
• Review grant recipient financial system procedures Termination and Enforcement
and conform with the administrative requirements • Use administrative requirements to guide
• Prepare and develop a reporting schedule for corrective actions and enforcement measures
financial and progress reports • Compile applicable federal, state and agency
requirements for the enforcement, sanction,
Property and Procurement Standards and termination of awards overseen by contractors
• Identify standards for title, use and disposition of and subcontractors
real and intangible property, equipment and supplies
• Examine and avoid common pitfalls resulting
After-Award Requirements and Contract Provisions
from insufficient property management and • Determine which contract clauses are required
procurement statements on awarded grants contracts
• Execute closeout procedures and subsequent
Reports and Records adjustments effectively
• Decide when grant records may be discarded
and what information you must keep 4:00 Day One Adjourns
• Learn about records management and disposition
as it applies to your agency or organization
“
Changes in Budget and Scope
• Identify, determine and valuate proposed After this training,
changes in budget and scope
• Collaborate with awarding agency to obtain
I feel empowered to do my job.”
approval for budget changes — Laura, Colorado Community College System
2 www.PerformanceInstitute.org/Grants2010

3. THE 2010 GRANTS MANAGEMENT TRAINING
August 17, 2010
2
COURSE
Cost Principles and
Allowability for Grants
Should
8:30 Continental Breakfast
Attend
9:00 • Executive Directors and CEOs
Understand Cost Applicability • Fundraisers/Development Officers
• Examine the different cost principles for state, local and tribal • Program Administrators
governments, as well as universities, nonprofits and for-profit organizations
• Grant Managers
• Review the proper flow through to sub-recipients
to navigate the grants cost process
• Grant Writers
• Grantee Financial Staff
Cost Allowability
• Auditors
• Determine whether a cost meets the criteria of being
reasonable, allocable and allowable • State and Local Health, Social
• Review grant application budgets to familiarize Service and Research Agencies
yourself with cost allowability • Trustees Interested in Improving
Evaluation and Performance
Direct and Indirect Costs
• Understand the differences between direct and • Community-Based Development
indirect costs in the grants process Organizations (CBDOs)
• Classify costs as direct or indirect based upon the …and anyone involved with grants
treatment of that cost within the accounting system administrative management and auditing
12:00 Lunch
1:00
Selected Items of Cost
You Should
• Locate cost items in the cost principles and program guidelines
• Review factors affecting grant allocability of indirect costs
Attend
1. Understand how administrative
Using and Applying Cost Principles requirements are essential to the
• Review and develop your budget while adhering to grant guidelines award process
• Identify items and procedures in your budget that would be
reviewed in a grant audit 2. Manage grants and cooperative
agreements to ensure optimum
Tips on Cost Principles project performance
• Gain Insight into grant cost disallowances by exploring agency
and court decisions 3. Examine the cost principles and
• Negotiate with vendors on budget items that are consistent with audit requirements from preparation
your cost principles to execution
4:00 Day Two Adjourns 4. Stay accountable and transparent
through the grants lifecycle
www.PerformanceInstitute.org/Grants2010 3

4. THE 2010 GRANTS MANAGEMENT TRAINING
August 18, 2010
3
COURSE
Audit Requirements
for Grants
8:30 Continental Breakfast 1:00
Single Audit Reporting
9:00
• Report package contents and submission
Review Audit Requirements and Select Auditors procedures with Clearinghouse
• Examine grant audits: The players, their authority • Use Circular A-133 criteria to evaluate the adequacy
and their roles of an audit reporting package
• Use requirements such as OMB Circular A-133,
the Compliance Supplement and the GAO Yellow Prepare for your Audit
Book to establish your own audit guidelines • Ensure proper documentation on time and effort reports,
financial and performance reports for your grant
Risk Assessment and Major Program Factors
• Identify all sub-recipients and develop a monitoring
• Conduct a risk assessment of your program and
file that includes program performance and
determine if it is high or low risk
financial information
• Analyza internal controls and compliance
requirements for program success Tips on Cost Principles
• Examine common audit findings and questioned costs
Conduct the Audit associated with the grant award
• Perform audit results and findings to increase
• Ensure you understand and document your control system
grant report accuracy
• Monitor the auditor’s performance to 4:00 Training Adjourns
avoid common errors
12:00 Lunch
COMPLIMENTARY 6 MONTH SUBSCRIPTION:
The Federal Grants Management Handbook: The leading guide for the
federal grants community since 1978.
The Federal Grants Management Handbook is the most comprehensive and trusted
source for administering federal program funds.
Featured topics include:
• Steps to Take in Applying • Purchasing and Procurement Using
for Federal Grants Federal Funds
• Managing Accounting and • Strategies for Reporting
Financial Systems and Record keeping
• Electronic Grant Management Issues • Audit Requirements
• And Many More
Your complimentary subscription with event registration gives you 6 months of regular update
pages and newsletters that brief you on important new actions in Congress, OMB and the
Treasury, the courts, grants appeals boards and others.
4 www.PerformanceInstitute.org/Grants2010
(Regular Published Price: $379 Annually)

5. THE 2010 GRANTS MANAGEMENT TRAINING
In-House Training
One of the more popular vehicles for accessing the Institute’s 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 your department or for an organization-wide initiative, the advanced learning methods employed by The Performance
Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization.
CUSTOMIZATION
We realize that not all obstacles can be overcome by applying an “off-the-shelf” solution. While many training providers will offer
you some variation of their standard training, The Performance Institute’s subject matter experts will work with you and your team
to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning
atmosphere that resonates with participants while at the same time providing immediate return on your training investment. 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,
The Performance Institute also has the ability to accommodate organizational wide training initiatives. Utilizing multiple instructors,
The Institute has the capacity to deliver courses to groups of up to 300 participants per day.
AREAS OF EXPERTISE
On-site delivery of single courses, certification programs and entire packages of specialized
courses are available in the following areas:
• Strategic Planning • Workforce Management • Program Evaluation
• Performance Measurement • Performance-Based Budgeting • Administrative Management
• Project Management • Performance-Based Contracting • Leadership and Change
• Lean Six Sigma • Performance Reporting
For more information about in-house training options available to you, please contact Jennifer Mueller
at 202-739-9619 or email her at Jennifer.Mueller@performanceinstitute.org.
“ I will apply the knowledge I gained
to better understand the grants process.
— Sandra, Virginia Department of Social Services
www.PerformanceInstitute.org/Grants2010 5

6. THE 2010 GRANTS MANAGEMENT TRAINING
Logistics & Registration
Venue and Hotel
2010 Grants Management Training will be hosted at The
Performance Institute’s Training Center in Arlington, VA, just
CPE Credit
one block east of the Courthouse stop on the Orange Line of Delivery Method: Group-live
the D.C. Metro. A public parking garage is located inside Program Level: Basic
of the building for $10/day. Continental breakfast and Prerequisites: None
refreshments will be provided for delegates on each day. Advanced Preparation: None
CPE Credits: 6 credits per day
The Performance Institute Training Center
The Performance Institute is registered with the National Association
1515 North Courthouse Rd., Suite 600
of State Boards of Accountancy (NASBA) as a sponsor of continuing
Arlington, VA 22201 professional education on the National Registry of CPE Sponsors.
877-992-9521 State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding sponsors may be
A limited number of rooms have been reserved at the addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
Arlington Rosslyn Courtyard by Marriott at the prevailing North, Nashville, TN 37219-2417. Website: www.nasba.org.
rate of $170.00 until July 18, 2010. This rate is based on
the Government Per Diem and is subject to change. Please Quality Assurance
call the hotel directly and reference code “Grants” when The Performance Institute strives to provide you with the most productive
making reservations to get the discounted rate. The hotel and effective educational experience possible. If after completing the
is conveniently located three blocks from the Rosslyn Metro course you feel there is some way we can improve, please write your
station. Please ask the hotel about a complimentary shuttle comments on the evaluation form provided upon your arrival. Should
that is also available for your convenience. you feel dissatisfied with your learning experience and wish to request a
credit or refund, please submit it in writing no later than 10 business days
after the end of the training to:
Arlington Rosslyn Courtyard by Marriott
1533 Clarendon Blvd. The Performance Institute: Quality Assurance
Arlington, VA 22209 805 15th Street, NW, 3rd Floor.
Phone: 703-528-2222 Washington, DC 20005
Phone: 1-800-321-2211
We will evaluate individual complaints in a context of collective
www.courtyardarlingtonrosslyn.com
comments from the event.
Note: As speakers are confirmed six months before the event, some
speaker changes or topic changes may occur in the program. The
Tuition & Group Discounts Performance Institute is not responsible for speaker changes, but will work
The tuition rate for 2010 Grants Management Training to ensure a comparable speaker is located to participate in the program.
is as follows: If for any reason The Performance Institute decides to cancel this
conference, The Performance Institute accepts no responsibility for
Offerings *Early Bird Rate *Regular Rate covering airfare, hotel or other costs incurred by registrants, including
delegates, sponsors and guests.
Week Training $899 $999
One Course $435 $435 Exhibiting Sponsorship
As a conference and training provider, The Performance Institute
* For the Early Bird Rate, please Register by March 17, 2010.
is an expert in bringing together leaders to share and discuss
best practices and innovations. We connect decision-makers with
For for more information on group discounts for The
respected solution providers. The Institute offers four different pre-
2010 Grants Management Training, please contact:
designed sponsorship packages:
Melvin Hall at 202-739-9630 or email him at
Melvin.Hall@PerformanceInstitute.org • Event Co-Sponsor • Luncheon Sponsor
• Session Sponsor • Exhibit Booth Sponsor
To learn more about exhibiting and sponsorships at Education Grants
6 www.PerformanceInstitute.org/Grants2010 Forum 2010 please contact Meredith Mason at 202-739-9707 or
email her at Meredith.Mason@PerformanceInstitute.org

7. THE 2010 GRANTS MANAGEMENT TRAINING
Logistics & Registration
Visit Fax this form to Call
www.PerformanceInstitute.org/Grants2010 866-234-0680 877-992-9521
Registration Form
Yes! Register me for The 2010 Grants Management Training
Please call me. I am interested in a special group discount for my team
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CANCELLATION 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.
I have read and accepted the Cancellation Policy above.
ACKNOWLEDGED AND AGREED
By: ______________________________________________________________________________________________ Date: ________________________________________
Priority Code: N128-WEB

8. ABOUT
The Performance Institute
Called “the leading think tank in performance measurement for government” on OMB’s
ExpectMore.gov, The Performance Institute has been a leader in Performance Management
training and policy since the 2000 administration transition. As part of the Government
Performance Coalition, a group of good government organizations, the Institute worked in
2000 to deliver recommendations to the then new administration on what would become the
President’s Management Agenda.
In 2010, the Institute is leading Innovations in Government: From Transition to Transformation,
or InnoGOV.org, a collection of forums, research and recommendations to bring insight
and transformation to the federal government. The goal of InnoGOV.org is to centralize the
importance of performance, accountability and transparency in government and to disseminate
the leading best practices to government managers.
The Performance Institute has published several research reports regarding performance
management initiatives and trains over 10,000 government managers per year on
performance-based topics. Dedicated to improving citizen services and taxpayer transparency,
the Institute uses a best-practices foundation to deliver the most effective and tested
methodologies for improving performance.
805 15th Street, NW – 3rd Floor
Washington, DC 20005
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