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Facilities & Administrative Rate Short Form

Must see for schools preparing this form!



This program is a must-see for schools preparing the facilities and administrative (F&A) short form as prescribed in Office of Management and Budget (OMB) 2 CFR 200. Mira Levine, manager, MAXIMUS higher education practice, provides an overview of relevant cost accounting standards and describes the F&A cost pools and rate calculation.

Module one offers an overview and guidance on the calculation, module two provides specific considerations and indirect cost pools. The final module provides an inside look into the F&A short form calculation and proposal
With content development support from Maximus.

Strategic Finance Leadership Organizational Effectiveness Analytics Planning and Budgeting Distance Learning

What You Will Learn

After completing this course, you will be able to—

  • Explain strategic planning, its relationship with higher education leadership, and its importance for college and university effectiveness
  • Describe how to use analytics to develop, communicate, and affect institutional strategies
  • Discuss the drivers behind higher education expenses and strategies for improving resource generation
  • Apply best practices of communication for more effective presentations

This course includes the following modules:

Module 1: The Finance Leadership Role in Strategic Planning

As you journey through Module 1, you will learn and understand what strategic planning is, its relationship with higher education leadership, and its importance for college and university effectiveness. You will evaluate institutional strategic planning and how it relates to the mission of your institution.

Module 2: Making Data-Informed Decisions to Support Institutional Mission and Strategy

Module 2 is focused on the importance and effectiveness of building institutional data literacy and capabilities to leverage analytics—including financial metrics—to develop, communicate, and affect institutional strategies.

Module 3: Revenue and Resource Allocation in Support of Mission and Strategic Goals

In Module 3, you will learn about the history of college cost discussions, the role that planning and budgeting have in revenue generation and resource allocation, drivers behind higher education expenses, and strategies for improving resource generation and use at colleges and universities.

Module 4: Strategic Financial Leadership and Institutional Success

In the final module of the course, you will learn about strategic leadership and its benefits, as well as the importance of leadership presence in higher education. You will analyze persuasive communication and learn to apply best practices of communication to present financial information to different stakeholders.

A companion workbook for each module helps you apply what you are learning at your college or university.

Course Information

  • Module 1: Overview & Guidance (52 minutes)
  • Module 2: Specific Considerations and Indirect Cost Pools (45 minutes)
  • Module 3: F&A Short Form Rate - Calculation and Proposal (45 minutes)
  • Learning level: Intermediate
  • Access: participants will have online access for one-year


Technical Requirements

Adobe Acrobat Reader

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

Registration Rates

Registration assistance: 800.462.4916 or

Cancellation Policies