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Facilities & Administrative Rates (Long Form)
March 8-10, 2010
Westin Baltimore Washington Airport
Linthicum, MD
Overview
This program teaches the essentials of developing and allocating facilities and administrative (indirect) costs required by the OMB Circular A-21. The workshop is intended for staff members at institutions who use the long-form methodology.
Highlights include an overview of cost accounting standards, tips on checking for unallowable costs, an examination of cost pool development, and a hands-on case study to further explain the procedures. Experienced faculty discuss strategies and considerations to use in your, proposal preparation, calculation, and negotiation. Participants receive a helpful pocket guide to A-21.
"The programs are essentially put on by the Higher Ed community for the Higher Ed community. The presenters understand the decentralized control environment with which many University administrators have to contend."
Ross Koenig
Assistant Controller
Rochester Institute of Technology
Who Should Attend
- Accountants
- Administrators for Research and Sponsored Projects
- Budget Directors
- Controllers
- External Auditors
- Indirect Cost Rate Practitioners
- Internal Auditors
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
Monday, March 8
| 8:00 am | Program Opens - Continental Breakfast |
| 9:00 am | Welcome and IntroductionsMichael Anthony, University of Washington
|
| 9:45 am | Discussion of A-21/Cost Accounting Standards and Unallowable Costs and ActivitiesPaul Nacon, Huron Consulting Group
|
| 10:45 am | Break |
| 11:00 am | Process OverviewMichael Anthony, University of Washington
Lynn McGinley, University of Maryland Baltimore
|
| 12:00 pm | Lunch |
| 1:00 pm | Base Determination & Cost SharingCynthia Hope, The University of Alabama
|
| 2:15 pm | Space DeterminationLynn McGinley, University of Maryland Baltimore
|
| 3:00 pm | Break |
| 3:15 pm | Space Determination (cont’d)Lynn McGinley, University of Maryland Baltimore
|
| 4:00 pm | Service CentersPaul Nacon, Huron Consulting Group
|
| 4:45 pm | Overview of the Case StudyMichael Anthony, University of Washington
|
| 5:00 pm | Day Ends |
Tuesday, March 9
| 7:30 am | Continental Breakfast |
| 8:30 am | Depreciation/InterestLynn McGinley, University of Maryland Baltimore
|
| 10:00 am | Break |
| 10:15 am | Operations & Maintenance and Library AdministrationMichael Anthony, University of Washington
|
| 11:45 am | Lunch |
| 1:00 pm | General, Sponsored Projects, and Student Administration & ServicesCynthia Hope, The University of Alabama
|
| 1:45 pm | Departmental AdministrationCynthia Hope, The University of Alabama
Paul Nacon, Huron Consulting Group
|
| 3:00 pm | Break |
| 3:15 pm | Advanced Review of Case Study & cost poolsMichael Anthony, University of Washington
Cynthia Hope, The University of Alabama
Lynn McGinley, University of Maryland Baltimore
|
Wednesday, March 10
| 7:00 am | Continental Breakfast |
| 8:30 am | Vital ConsiderationsCynthia Hope, The University of Alabama
Paul Nacon, Huron Consulting Group
- Proposal Wrap-up
- Preparing for and Conducting an F&A Rate Negotiation
- DCA Best Practices
|
| 10:30 am | Break/Hotel Checkout |
| 11:00 am | Questions and Answers (All Faculty) |
| 12:00 pm | Adjourn |
Hotel/Travel
Westin Baltimore Washington Airport
The Westin BWI is located in the BWI Hotel District approximately 2.1 miles from the Baltimore Washington International Airport, with shuttle service to and from the hotel. The ideal location in the heart of the “Baltimore Washington Corridor” is just minutes from downtown Baltimore and the Inner Harbor – it is a quick drive from myriad local attractions as well as Annapolis and Washington DC.
When making reservations by phone, be sure to mention the block of rooms reserved by National Association of College and University Business Officers (NACUBO). For online reservations, click here.
NACUBO registrants will have access to free internet in guest rooms and a complimentary shuttle to and from the airport and light rail. NACUBO also has a discount agreement with American Airlines for travel March 5 – 13, 2010 to the Baltimore, MD complex area. Attendees will receive a 5% discount off the lowest applicable eligible published air fare by using promotion code 9730AN. The percentage discount can be booked on-line at www.AA.com for American Airlines and American Eagle flights only. At this time there is no ticketing fee for reservations made and ticketed on www.AA.com. Reservations may also be made via telephone at 1-800-433-1790 from anywhere in the United States or Canada. There will be a separate ticketing charge of $20.00 USD per ticket for tickets purchased via the phone or $30.00 USD per ticket for tickets purchased at the airport. This amount is subject to change.
Visit the Westin Baltimore Washington Airport website
for details, including restaurants, amenities, and nearby attractions.
Room Rate
Single:
$139.00
Double:
$139.00
For reservations, call 443.577.2300.
Rates are guaranteed until 2/8/2010, 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.
Presenters
Michael D. AnthonyExecutive Director
University of Washington
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Michael D. Anthony is the executive director for Management Accounting and Analysis at the University of Washington. His primary responsibilities include the university’s facilities and administrative cost rate proposal and negotiation, oversight of the effort certification process, and review and approval of institutional service center recharge rates.
Mr. Anthony has over 35 years experience in research administration at institutions including the University of Washington, University of California at San Francisco, Cornell, UCLA, Arizona State University, and the University of Rochester. While at ASU, he was the principal for developing ASU’s Cost Accounting Standards Disclosure Statement and policies for ensuring compliance with the standards.
An active member of National Council of University Research Administrators (NCURA), Mr. Anthony has served as chair for the Western Regional Conference on College Cost Accounting and was co-chair for the Federal Demonstration Partnership Subcommittee on the Allocation of Space Costs, part of the FDP Initiative to Reduce Administrative Burden. Cynthia HopeAssistant Vice President for Research & Director 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. 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. Other costing responsibilities include recharge center rate development and compliance monitoring and Cost Accounting Standards Disclosure Statement (DA-2) maintenance. Other related responsibilities include management of the University’s Effort Certification system and coordination of the annual A-133 audit and other sponsor audits.
Ms. Hope has been with The University of Alabama and responsible for the University’s F&A Cost Rate Proposal since 1999. Prior to coming to Alabama, she worked for the University of Alabama at Birmingham (UAB) and was responsible for that University’s 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 CPA (inactive) and holds a BS degree in Accounting and a BA degree in Psychology from The University of Alabama. Lynn McGinleyDirector, Cost Analysis & Studies
University of Maryland Baltimore
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Lynn McGinley is currently the Director of Cost Analysis and Studies at the University of Maryland, Baltimore. Prior to that, Ms. McGinley was the Director of Cost and Research Accounting at Johns Hopkins University for two years and was the Manager of Cost Analysis for 5 years. In these roles, her primary responsibilities included: preparing and supporting the university's facilities and administrative cost rate proposal; monitoring the university's compliance with federal regulations and its DS-2; developing the university's finge benefit rate; performing space surveys; conducting effort reporting; tracking and reporting on the equipment inventory; and approving service center rates.
Before becoming the Manager of Cost Analysis, Ms. McGinley worked in the General Accounting department of Johns Hopkins University preparing financial statements and other analyses. Prior to joining Johns Hopkins, she worked for KPMG Peat Marwick, performing financial statement and A-133 audits in the not-for-profit industry.
Ms. McGinley holds a Bachelor of Science in Accounting from the University of Delaware and Master of Science in Information and Telecommunication Systems from Johns Hopkins University. She is a Certified Public Accountant and an adjunct faculty member at Johns Hopkins. Paul Nacon
Director, Higher Education
Huron Consulting Group
Contact
Jeanne Cure
Program Manager
202.861.2574
E-mail
