2. ANNUAL PERFORMANCE REPORTS
Reporting Period: For first year grants, the date is the beginning of the project through February 28th. For grants in years 2-5, it is the date from the end of the previous reporting period (March 1st through February 28th). 02 28
2015
Report your actual budget expenditures for the entire previous budget period in item 8a. Please separate expenditures into Federal grant funds and non-Federal funds (match/cost share) expended for the project during the entire previous budget period.
Note: If you are reporting on the first budget period of the project, leave item 8a. blank.
Report your actual budget expenditures for the current budget period to date (i.e., through 30 days before the due date of this report) in item 8b. Please separate expenditures into Federal grant funds and non-Federal funds (match/cost share) expended for the project during the current budget period to date.

3. ANNUAL PERFORMANCE REPORTS
Budget Expenditures:
Must be data or information from your business or grants office.
Report actual expenditures for the “Reporting Period” (i.e., Budget Period and Reporting Period are the same).

4. ANNUAL PERFORMANCE REPORTS
Performance Measure Status:
This will be checked “No” for all performance reports. The APR contains data for the reporting period (see #7); not the budget period.
The date entered here will be the due date for your Final Performance Report, which is 90 days after the end of the grant.
Signatory must have authority to sign on behalf of the institution since the grant is from the Department to the institution and not to an individual. (This person is typically not the Project Director).

5. EXECUTIVE SUMMARY SHEET
OMB No
Exp. 02/28/2011
OMB No
Exp. 02/28/2011
EXECUTIVE SUMMARY SHEET H
*** Provide highlights of the project's completed milestones and the extent to which the expected outcomes and performance measures were achieved during the reporting period. Do NOT include the project abstract.

6. PROJECT STATUS CHART H

7. PROJECT STATUS CHART H
Enter one of the project’s objectives; on subsequent pages, you will enter additional project objectives as submitted in your grant application.

8. PROJECT STATUS CHART
Enter the PROGRAM performance measure(s) as it is written in the dear colleague letter, Enter 999 for your target and Actual Performance for the Program Measure.
Enter any additional PROJECT performance measures that show you are measuring progress toward meeting the objective.
The percentage of Technical Assistance and Dissemination products and services deemed to be of high quality by an independent review panel of experts qualified to review the substantive content of the products and services.
Program
999
999
999
Each year of the project, an expert advisory group will rate a minimum of 90% of the center’s products as “high quality” (i.e. conceptually sound, based on evidence, and clearly communicated).
Project

9. PROJECT STATUS CHART QUANTITATIVE DATA
Depending on your measure, enter either a raw number or a ratio and percentage. Enter the target number identified in the performance measure and then the actual data for this year. If complete data are not available for the measure, enter “999” (if no baseline) in the “Raw Number” or “% “column (as appropriate) and provide an explanation at the bottom of the page.
Project Measure #1
Project 8 6 10 5
Project Measure #2
Project 10 10
100 5 10 50

10. Information to Include in the Explanation of Progress Section
Describe the data provided (e.g., what data collection methods were used, when were the data collected, how was a sample drawn, are there missing/incomplete data, what was the response rate, was a reliability measure taken).
What changes in the data occurred since last APR (i.e., trend)?
What activities were undertaken to achieve the targets?
If targets were not met, what are possible reasons?
How will activities that failed to meet targets be improved?

11. PROJECT STATUS CHART QUALITATIVE DATA
If the measure requires the collection of qualitative data, then leave the “Quantitative Data” section blank.
In the Explanation of Progress section of the page, referencing the performance measure by number, report applicable qualitative data along with other information about how these data were collected, targets and activities –refer to previous slide for additional content requirements.

12. Final Page of the Report
Section B: Refer to the instructions for Section B with the ED 524B
Section C: Refer to the instructions for Section C with the ED 524B—put attachments here (e.g., recruitment material, evaluation instruments, journal articles)

13. Section B – Budget Information
This section is never blank!
Actual expenditures for reporting period – not allocation amount
Provide an explanation if you did not expend funds at the expected rate.
Describe any significant changes to your budget resulting from modifications to project activities.
Describe any changes to your budget that affected your ability to achieve your approved project activities and/or project objectives.

14. Section B – Budget Information
Do you expect to have any unexpended funds at the end of the current budget period? (Explain why, provide an estimate, and indicate how you plan to use the unexpended funds [carryover] in the next budget period.)
Describe any anticipated changes in your budget for the next budget period that require prior approval from the Department.

15. Section C – Additional Information
Projects must include:
A list of all new products that were developed in FY 2014 (Between October 1, 2013 and September 30, 2014)
A list of all new services that were rendered in FY (Between October 1, 2013 and September 30, 2014)
In conjunction with your PO, provide a bulleted list of proposed milestones (e.g. products and services you will develop or provide in the next reporting period (March 1st through February 28th).

16. Section C – Additional Information
“Milestone” is defined as a scheduled event signifying the completion of a major deliverable or set of deliverables or a phase of work. “Deliverable” is defined as a technical assistance and dissemination product or service.

17. Section C – Additional Information
A product is a piece of work (in text or electronic form) that informs a specific audience on a topic relevant to outcomes for children with disabilities
Examples of Products
Journal or informational articles
Booklets
Pamphlets
Manuals
DVDs or CDs
Multimedia kits or modules
PowerPoint Presentations

18. Section C – Additional Information
A service is work by a TA&D project that provides information to a specific audience relevant to outcomes for children with disabilities
Examples of Services
Conducting training
Providing captioning, video description, Braille, or other accessible formatting of text or media
Leading and convening informational meetings
Responding to inquires from a targeted population

19. Section C – Additional Information
If applicable, please provide a list of current partners on your grant and indicate if any partners changed during the reporting period. Please indicate if you anticipate any change in partners during the next budget period. If any of your partners changed during the reporting period, please describe whether this influenced your ability to achieve your approved project objectives and/or project activities.
Describe any changes that you wish to make in the grant’s activities for the next budget period that are consistent with the scope and objectives of your approved application.

20. Section C – Additional Information
If you are requesting changes to the approved Project Director and/or to other approved key personnel contact your project officer.
Note: Do not report on any key personnel changes that were already made during the current or previous budget period(s). Departmental approval must be requested and received prior to making key personnel changes.
Provide any other information about your project including unanticipated outcomes or benefits.

21. Submitting the ED 524B
APRs must be submitted in G5 at: (there are instructions for using G5 in the continuation packet)
A signed ED 524B Cover Sheet must be scanned and attached as a PDF to your APR in G5.
Final reports and APRs for grants in no-cost extension require submission of the 524B and the signed cover sheet in PDF format to your Project Officer rather than submission through G5
Final performance reports are due 90 days after the expiration of the grant’s project period (performance period).
Note: For the purposes of this report, the term “project period” is used interchangeably with the term “performance period,” which is found on the Grant Award Notification (GAN).

22. Contact your OSEP Project Officer with any questions
Contact your OSEP Project Officer with any questions! Thank you for your participation!!
Due Date: May 8th, 2015