Higher Education Workshops

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Higher Education
Upcoming Workshops

F&A Long Form Training

Register | Agenda | September 12 – 14
Courtyard by Marriott Chicago Downtown/Magnificent Mile

This introductory workshop provides an overview of the requirements under 2 CFR, Part 200 for preparing the Long Form F&A cost rate proposal. The workshop gives 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. Interactive exercises and reference to a simplified rate proposal offer hands-on practice to participants. Please note that this course incorporates the most up-to-date information on the OMB "Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards” and discusses the impact of these vital changes. The newly published “CAS Best Practices Manual for Reviewing Institutions of Higher Education Long-Form Facilities & Administrative Cost Rate Proposal” will be incorporated into discussions throughout the workshop. 

Past Workshops

The Reality of the Uniform Guidance: 2 CFR 200 – Grants Management Basics

July 21, 2017

Three years into the implementation of the Uniform Guidance (UG), 2 CFR 200, what has changed, how has it impacted you? What challenges have you faced with the changes? Did really all that much change? This workshop was an opportunity to refresh your knowledge on the UG requirements, while considering your operational practices and compliance with colleagues who are tasked with similar challenges. This fast-paced half-day intensive workshop was designed for individuals tasked with award management responsibilities to understand the regulatory requirements and how to comply with 2 CFR 200 regulations. The workshop was supported by practical advice and real world examples of the challenges of award management. Led by attorney Lee Stokes of NSF's Office of Inspector General and award management and compliance professional Kris Rhodes of MAXIMUS, who together have decades of experience, the workshop guided attendees from the challenges of proposal budgeting, managing the award and closing it out. Each step was covered in detail and known problem areas were identified.  The workshop provided answers to questions while building confidence to walk away with practical knowledge that can be used immediately. The workshop began with a discussion of the federal cost principles and the foundational requirements for allowability, allocability and reasonableness. Documentation expectations and costing specific requirements under 2 CFR 200 were also discussed. The workshop also provided a foundational understanding of direct and indirect costs, cost sharing, program income and cost share. Attendees and presenters looed at the steps required to build a responsible proposal budget that meets federal requirements for consistency in estimating, accumulating, and reporting costs on federal awards. Additional topics the workshop covered included:

  • Compensation, Fringe Benefits and Effort Certification
  • Consultants and Subcontractors
  • Travel and Equipment
  • Costs Requiring Prior Approval

The workshop also touched on award cash management, no cost extensions, financial reporting, award closeout and audit requirements. Workshop price was $225 and included lunch, as well as offered participants 3 CPE credits. 

CRIS® University: Introduction to CRIS

Agenda  | May 16 – 18, 2017 | Northbrook, IL

This introductory workshop provided university professionals who prepare F&A rate proposals with an overview of CRIS. Participants:

  • Gained a basic familiarity with the CRIS application on a laptop in our workshop computer lab, under the direction of MAXIMUS staff.
  • Completed a CRIS model, using data for a simulated university.
  • Calculated an F&A rate for the modeled university and generated reports for a rate proposal.

CRIS is compliant with Uniform Guidance 2 CFR PART 200. Participants stepped through the CRIS process of calculating the Utility Cost Adjustment, which may increase your Organized Research F&A rate by up to 1.3 points.

Federal Awards, Strings and Financial Compliance

June 23 – 24, 2016

Hosted by: The University of Colorado Anschutz Medical Campus
This workshop improved the skills, competencies and capabilities of individuals charged with financial management of federal awards. This intensive, 1 ½ day workshop was designed to help individuals get it right with financial grant management from start to finish, including budgeting, spending, invoicing, reporting and award closeout. Led by award management professionals Kris Rhodes and Pam Whitlock of MAXIMUS, who together have decades of federal award financial management experience, the workshop took participants through the challenges of proposal budgeting, managing the award, and closing it out, covering each step in detail.