Home > Events and Programs > 2013 Facilities and Administrative Rates - Long Form
2013 Facilities and Administrative Rates - Long Form
March 4-6, 2013
Sheraton Denver Downtown
Denver, CO
Overview
This workshop is essential for those new to the long form methodology or for those who need to understand more about sponsored research cost accounting. The Facilities and Administrative Rates workshop provides an overview of cost accounting per OMB Circular A-21. Participants also learn the fundamentals of cost pools, how to allocate facilities and administrative (indirect) costs required by OMB Circular A-21, proposal preparation, rate negotiation, and audit considerations.
Topics include base cost development, department administrative expenses, operation and maintenance costs, fringe benefits, space, depreciation, libraries, service and recharge centers, cost sharing, unallowable costs, direct costs, and regulatory updates. This program allows attendees time to interact with colleagues, pose questions to an experienced group of faculty, and review a case-study for more in-depth learning.
*Schedule subject to change.
Who Should Attend
- Accountants
- Administrators for Research and Sponsored Projects
- Budget Directors
- Controllers
- External Auditors
- Indirect Cost Rate Practitioners
- Internal Auditors
What You'll Learn
- Strategies for proposal preparations and negotiations
- Learn how to evaluate unallowable costs
- Familiarity with cost accounting rules per OMB A-21
- An understanding of cost pool development
Prerequisites
No prerequisites and/or advance preparation required.
Course Level
Basic to Intermediate
Estimated CPEs
Participants will be awarded up to 18 CPE credits. CPE credits can be earned in the following categories:
Accounting
Fees
Member Early Registration: $675.00
Non-Member Early Registration: $825.00
(Early bird ends 2/4/2013)
Monday, March 4
| 8:00 AM | Registration and Continental Breakfast |
| 9:00 AM | Welcome and Introductions Speaker(s):
Michael Anthony, University of Washington
|
| 9:45 AM | Discussion of A-21/Cost Accounting Standards Speaker(s):
Paul Nacon, Huron Consulting Group
|
| 10:45 AM | Refreshment Break |
| 11:00 AM | Planning for your Rate Proposal Speaker(s):
Michael Anthony, University of Washington
Andres Chan, University of Southern California
|
| 12:00 PM | Lunch |
| 1:00 PM | Rate Concepts - How to do This Speaker(s):
Andres Chan, University of Southern California
|
| 1:45 PM | Base Determination and Cost Sharing Speaker(s):
Cynthia Hope, The University of Alabama
Cathy Snyder, Vanderbilt University
|
| 3:00 PM | Refreshment Break |
| 3:15 PM | Space Determination Speaker(s):
Andres Chan, University of Southern California
Cathy Snyder, Vanderbilt University
|
| 4:30 PM | Overview of the Case Study Speaker(s):
Michael Anthony, University of Washington
|
| 5:00 PM | Networking Reception (Tentative) |
Tuesday, March 5
| 7:30 AM | Continental Breakfast |
| 8:30 AM | Depreciation/Interest Speaker(s):
Andres Chan, University of Southern California
Cathy Snyder, Vanderbilt University
|
| 10:00 AM | Refreshment Break |
| 10:15 AM | Operations, Maintenance, and Library Administration Speaker(s):
Michael Anthony, University of Washington
|
| 11:45 AM | Lunch |
| 1:00 PM | General, Sponsored Projects, and Student Administration and Services Speaker(s):
Cynthia Hope, The University of Alabama
|
| 1:45 PM | Departmental Administration Speaker(s):
Cynthia Hope, The University of Alabama
Paul Nacon, Huron Consulting Group
|
| 3:00 PM | Refreshment Break |
| 3:15 PM | Discussion Groups |
Wednesday, March 6
| 7:30 AM | Continental Breakfast |
| 8:30 AM | Final Steps and Thoughts Speaker(s):
Cynthia Hope, The University of Alabama
Paul Nacon, Huron Consulting Group
|
| 10:30 AM | Break/Hotel Checkout |
| 11:00 AM | Questions and Answers |
| 12:00 PM | Program Adjourns |
Hotel
Sheraton Denver Downtown
Perfectly located on the 16th Street Pedestrian Mall, the Sheraton Denver Downtown Hotel is in the heart of Denver's business and financial districts and a simple 3½ blocks from the Colorado Convention Center. Inside this dynamic Denver hotel guests will find a vibrant new restaurant offering convenience, exceptional service, delightful cuisine with comfortable surroundings and a friendly staff, making it the ideal place to meet up.
The 16th Street Denver hotel is within walking distance to many downtown local attractions such as the Denver Art Museum and the Colorado's State Capitol. The Sheraton Denver Downtown Hotel is one block from the Pavilions shopping and entertainment complex, featuring movie theaters, upscale shopping, restaurants and an array of activities and events.
CLICK HERE to make your reservations online.
Visit the Sheraton Denver Downtown website
for details, including restaurants, amenities, and nearby attractions.
Room Rate
Single:
$159.00
Double:
$159.00
For reservations, call 303.893.3333.
Rates are guaranteed until 2/4/2013, subject to availability.
Please review our registration policies.
Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.
Speakers
Michael D. Anthony
Executive Director
University of Washington
Andres ChanSenior Manager, Office of Financial Analysis
University of Southern California
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Andres focuses on cost recovery and compliance. He helps the University of Southern California to analyze and maximize its facilities and administrative (F&A) cost rate calculation, helps oversee effort reporting and service center issues. He also oversees all contract and grant related audits on campus as well as all aspects of A-21 related compliance issues. Andres has worked in Higher Education for 13 years.
Professional Experience
Currently he is a Senior Manager at the University of Southern California.
As a Senior Manager, his responsibilities include:
• Develop, prepare and maintain the facilities and administrative rate calculations.
• Serve of lead contact with the Division of Cost Allocation in the Western Office.
• Serve as one of USC’s negotiators.
• Develop and implement an on-going program of review of the University’s service center (recharge) units and their budgeting and charging practices.
• Direct on-going financial analyses studies, including DS-2 updates, effort reporting, cost sharing, and other ad-hoc analyses.
• Assist in the development of research administration training programs that address costing issues, including cost allowability, effort reporting, cost sharing, and recharge centers.
• Work as an audit liaison between the University and internal/external auditing agencies.
Prior to joining the University of Southern California, he was the Senior Manager at MAXIMUS – Higher Education Practice.
While a Senior Manager at MAXIMUS, his responsibilities included:
• Project management of complete administrative and facilities rate calculations, including;
o Complete project management from start to finish of rate calculation.
o Assistance in preparation of federal audit responses.
o Participation in rate negotiations with federal representatives from all DCA regional offices.
• Implemented proprietary software at various universities in the following areas:
o the preparation of facilities and administrative rate calculations.
o the preparation of space surveys
o effort reporting
He was also a Project Manager/ Senior Financial Analyst while at the California Institute of Technology (Caltech). During his time at Caltech, he worked in the cost studies office. The cost studies group was responsible for preparing and negotiating F&A proposals along with numerous costs analysis projects including space surveys, recharge centers, DS-2 maintenance, and other ad-hoc related matters. Cynthia HopeAssist VP for Research & Dir of the Office for Sponsored Programs
The University of Alabama
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Cynthia Hope is the Assistant Vice President for Research and the Director of the Office for Sponsored Programs at The University of Alabama (UA). Her responsibilities include pre-award administration, post-award administration (financial and non-financial), cost analysis, and expenditure compliance. Within cost analysis Ms. Hope manages all aspects of the preparation and submission of the University’s Facilities and Administrative (F&A) Cost Rate Proposal and participates in rate negotiations.
Prior to UA, Ms. Hope worked for the University of Alabama at Birmingham (UAB) where she was responsible for the F&A Cost Rate Proposal. Ms. Hope came to UAB from Coopers and Lybrand, now PricewaterhouseCoopers, where she participated in and led engagements of University A-133 and Financial Statement audits and F&A Cost Rate Proposal reviews.
Ms. Hope is a member of the Board and serves on the Costing Policies Committee for the Council on Governmental Relations, is a member of the NSF Advisory Committee for Business and Operations, serves as the administrative representative for the University in the Federal Demonstration Partnership, and has served as various roles in the National Council of University Research Administrators. Paul NaconSenior Director, Higher Education
Huron Consulting Group
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Paul Nacon is a Director in Huron Consulting Group’s Higher Education practice. He has more than 42 years of experience in auditing, accounting, and management consulting with a heavy emphasis on facilities and administrative costs. Mr. Nacon worked in the San Francisco Division of Cost Allocation for over 8 years. He is recognized by professional organizations and peer groups as a national expert in cost allocation and federal compliance He has established a professional presence in the higher education and non‐profit organization grantee research community.
Mr. Nacon has worked with a wide variety of public and private research organizations including institutions of higher education, hospitals and non‐profit organizations as a federal employee and as a private consultant. His work involved both the development and negotiation of facilities and administrative rate proposals, hospital research patient care rates, fringe benefit rates, and service center recharge rates. Mr. Nacon has worked with and has extensive knowledge of a wide variety of government regulations and cost principles promulgated n OMB Circulars A‐21, A‐110, A‐122, and other federal documents including DHHS Publication OASC‐3, A Guide for Hospitals.
Prior to joining Huron, Mr. Nacon was the National Director for the Division of Cost Allocation with the US Department of Health and Human Services in Washington DC. He provided leadership and guidance to the DCA that resulted in many important changes to the DCA internal operations, as well as establishing an important communications link with the university and nonprofit research community. Mr. Nacon was also a Director for MAXIMUS Higher Education Practice, a Senior Manager for Bearing Point and KPMG where he worked with university and non‐profit clients that received federal research grants and contract funding to assure they complied with the applicable federal regulations. This included working with the institutions in the development and negotiation of their F&A rates, Disclosure Statements, costing practices, and generally complying with grant and contract management policies and procedures. Cathy SnyderCosting Director
Vanderbilt University
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Cathy Snyder is a Director in the Office of Contract and Grant Accounting (OCGA) responsible for the cost accounting activities at Vanderbilt University. The cost accounting area encompasses the development and negotiation of Vanderbilt's facilities and administrative rate proposal, the fringe benefit rate proposal and negotiation, service center rate development, and facilities and administrative rate calculations for the Medicare Cost Report and unrelated business income activities. She also manages fixed assets for the University and serves as the Business Officer for the Division of Administration.
Cathy has held positions in the grants management area and the cost accounting area since 1985. Prior to her work at Vanderbilt University, she held a management position in the Business Office at State University of New York, Central Administration.
Cathy currently serves on the COGR Costing Policies Committee and the NCURA Financial Management Committee. She has previously served as Treasurer of NCURA Region III, NCURA Nominating and Leadership Development Committee, and various NCURA program committees. 
