Self-Paced Online F&A Workshop
About this Workshop
This self-paced online workshop provides an overview of the requirements under 2 CFR Part 200 for preparing the Long Form F&A cost rate proposal. The workshop will give cost accountants, cost analysis managers, administrators for research and sponsored projects, controllers, budget directors, and internal and external auditors a working knowledge and better understanding of the F&A rate development process.
The workshop modules can be purchased as a whole, or purchased separately.
Interactive exercises and reference to a simplified rate proposal offer hands-on practice to participants. This course incorporates information on the OMB "Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards", 2 CFR Part 200. The "CAS Best Practices Manual for Reviewing Institutions of Higher Education Long-Form Facilities & Administrative Cost Rate Proposal" is also incorporated into discussions throughout the workshop.
Ms. Caroline Beeman, Director
Ms. Inna Gvozdeva, Director
Mr. Chuck Wuensch, Senior Manager
Ms. Deb Carmel, Senior Consultant
Ms. Julie Jarvis, Sr. Consultant
Welcome message from Harold Horton, Sr. VP Higher Education Practice
Standard Proposal Example
User-Friendly desk reference of the Uniform Guidance 2 CFR Part 200
- Module 1: Federal Regulations, Rate Development, Direct Bases
Introduction to Standard Proposal Example
Overview of F&A
Introduction to Cost Principles
Introduction to Stepdown
Rate Development Process Overview
Development of the Direct Bases
Treatment of Unallowable Costs
- Module 2: Cost Sharing, Service Centers, Space, Depreciation
Treatment of Cost Sharing and Service Centers
Conducting a Space Survey
Reviewing a Space Survey
- Module 3: The F&A Cost Pools
Operations & Maintenance
Student Services and Administration
General Administration and Sponsored Projects Administration
- Module 4: Stepdown, The Rate Proposal, Negotiation
Allocation to Stepdown Event
F&A Strategy, Facilities Cost Projections, and Rate Extensions
F&A Rate Submission and Negotiation
SPA Allocation Quiz
Final Comments, Questions, and Answers
The workshop is $599 for all four (4) modules. This includes 30 minutes of Q&A time with one of our consultants. You will have access to the online workshop for 90 days after purchase. Discounts may apply for CRIS Licensees.
Individual modules can be purchased for $175 each. You can add modules to your purchase at anytime. You will have access to the modules for 90 days after your last module purchase.