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2017 Facilities and Administrative Rates - Long Form

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.


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 and pose questions to a faculty of highly experienced campus cost experts, while reviewing a case study that allows attendees to step through preparing long form schedules.

There will also be plenty of opportunities to network with colleagues at events such as a welcome reception.

What you will learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • Demonstrate an understanding of cost pool development
  • Determine appropriate strategies for proposal preparation and negotiation
  • Identify cost accounting rules per OMB's Uniform Guidance
  • Learn how to evaluate unallowable costs

Who should attend

  • Accountants
  • Administrators for Research and Sponsored Projects
  • Budget Directors
  • Controllers
  • External Auditors
  • Indirect Cost Rate Practitioners
  • Internal Auditors


No prerequisites and/or advance preparation required.

Meet The Presenters

  • Michael Anthony, , University of Washington
  • Andres Chan, , University of Southern California
  • Michael Legrand, , University of California, Davis
  • Lynn McGinley, , University of Maryland Baltimore
  • Virginia Oviedo, , The University of Texas at Austin

CPE Information

There are no CPEs offered for this event.

NACUBO 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 registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


The registration fee covers the attendance for one person and includes session admittance, breakfasts, lunches, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Member Early Ended December 27, 2016


Non-Member Early Ended December 27, 2016


Member Standard Ended January 25, 2017


Non-Member Standard Ended January 24, 2017



Day 1

Show Full Day

Day 2

Show Full Day

Hotel & Travel Information

Rooms Rate

King: $199.00

Double: $199.00

Phone Reservation: 954.525.6666

Rates guaranteed until: 7/31/2018 (subject to availability)

Hyatt Regency Pier Sixty-Six is a vibrant hotel in Fort Lauderdale renowned for dazzling views, resort-style amenities and numerous on-site activities. Set on 22 acres of mature landscaping and royal palms at a world-class marina, this landmark hotel provides the ideal getaway in the yachting capital of the world. Enjoy five fantastic on-site restaurants, from fine dining to poolside cocktails to waterfront burgers at Pelican Landing.
Click here to reserve your room online.


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