Dear NACCA Community,I can hardly believe NACCA is right around the corner! Just a few dates to keep in mind:Conference Registration:Early Bird Conference Registration Rate ends October 8th: $625Regular Registration: $700Pre-conference workshops are held on Tuesday, November 5 and add an additional fee to registrationHotel Reservations:Special NACCA room rate cut-off date is October 14th: $194.00 Single or DoubleWe are very excited to share a sneak peek of our 2019 Key Note Speaker Ron Culberson! Check out our website for more information: https://www.ncura.edu/nacca/Home.aspx.
Pre-Conference 1/2 Day Workshops: Tuesday, November 5th
F&A Long-Form and Short-Form Methodologies
This session is designed to provide a basic overview of F&A cost rate proposal principles in accordance with 2 CFR 200. Both long-form and short-form methodologies (more than one method) will be covered, as well as the differences between the two. This session will also cover when a University should transition to a different proposal methodology - as for example, their extramural funding portfolio changes. 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.
8:30 - 12:00
F&A - IDC Costing
Lunch - On Your Own
12:00 - 1:30
Cost Sharing - Is it Real Anymore?
Mandatory cost share, voluntary cost share, matching, institutional contribution, institutional commitment, and on and on it goes……. If you have been active in the research-costing world very long at all, you have heard all of these terms; and probably every one of them creates a little heartburn or causes an involuntary tic. In the early and mid 2000's, every institution went searching for all the information they could find on cost share, and wrote institutional policies to try and address this animal. Now we are fifteen years down the road. Did our policies work? Is this still the same beast that it once was? Did the Uniform Guidance change cost share rules? Do our campuses still have exposure due to cost share rules and requirements? Where do the Federal negotiators from the Office of Naval Research (ONR) and the Department of Health and Human Services (DHHS), Cost Allocation Services (CAS) stand on cost share and the F&A proposal? Be a part of the cost share conversation! Let's discuss the impacts of cost share on our industry today, what our efforts in this arena have accomplished in the last decade, and where institutions go from here.
1:30 - 5:00
Financial/Post Award/Business Operations
Day 1 - General Conference: Wednesday, November 6th
WELCOME TO NACCA - New Orleans
8:00 - 8:15
Introductions and Information
Should your Institution Request an Extension?
Is this the right time for your Institution to request a 1-4 year extension of F&A rates? We will address items to consider, important factors and discuss the process should your Institution decide to pursue an extension.
8:15 - 9:15
Current Trends in F&A Negotiations
This session will focus on the experiences that institutions have encountered as part of their recent F&A negotiations. The presentation will also focus on strategies and changes that institutions have implemented to improve their F&A Proposals, recent audit issues for both ONR and CAS institutions, changes in the negotiation environment for both cognizant agencies and specific negotiation questions and requests. Additionally, we will look at information to review prior to the negotiation and how to organize your audit/review responses.
9:15 - 10:00
10:00 - 10:15
Council on Governmental Relations (COGR) Update
Audience will receive a thorough update and analysis of potential impacts on the latest developments affecting research costing/administration from Washington DC.
10:15 - 11:15
Council On Governmental Relations (COGR) - David Kennedy
Billing Rate Development for Plant Facilities Operations
This session is designed for budget professionals to understand the typical organizational structure of plant facilities operation and its impact to an institution's F&A rate proposal. We will walk through the fundamental methodology of understanding the plant facilities costs and developing billing rates for chargeback.
11:15 - 12:00
12:00 - 1:15
How to Discuss UG Compensation Compliance with Senior Leadership and Institutional Stakeholders
Many institutions are re-evaluating their approach to Uniform Guidance (2 CFR, 200.430 - Compensation), which allows for alternatives to traditional effort reporting. This panel session will focus on the many critical conversations, that are needed in order to take advantage of the opportunity and expectation to streamline compensation controls, which may reduce burden placed on faculty and institutions receiving federal funds. This panel will share examples of how to prepare and deliver in conversations with Senior Leadership and Institutional Stakeholders.
1:15 - 2:15
F&A Cost Projections
Discuss the circumstances where rate projections are useful and necessary for the negotiation of equitable F&A rates and how to prepare a projection that reasonably reflects an institution's future rates. The session will also review the guidance to rate negotiators on the projections in the HHS CAS "Best Practices Manual". An example of a rate projection will be used to illustrate how to best prepare the projection and the issues that need to be considered.
2:15 - 3:15
3:15 - 3:45
At Your Service - Helping Service Centers Comply With Policy
Whether you have many established service centers or thinking about starting a new service center at your institution - a sound institutional policy and routine review process are always key to enable faculty pursuit of entrepreneurial endeavors while complying with federal policies. In this session, we will cover key considerations when reviewing your institution's service center policy, developing routine review process and accepting external customers.
3:45 - 5:00
5:00 - 6:15
Day 2 - General Conference: Thursday, November 7th
8:15 - 8:30
Fringe Benefit Rates: The How to Guide
This session is designed to provide the basics related to developing fringe benefit rates, a fringe benefit proposal, development and audit/negotiation. Topics covered will include bases, pools, allowability of costs, allocation methodologies and operation of the fringe benefit pools and subpools.
8:30 - 9:30
Managing the Under-Recovery of F&A
With reductions expected from federal research sponsors, institutions are increasingly under pressure to grow their non-federal portfolios, including funding from philanthropic foundations. Many of these sponsors do not allow for reimbursement of F&A or in some case only cover a small portion. In addition, many have made changes to their administrative requirements and policies adding specific compliance requirements as well as unique application and reporting templates and procedures, all of which are further burdening central and departmental administration.
9:30 - 10:30
10:30 - 10:45
The Impact of Uniform Guidance on the Single Audit
Uniform Guidance (UG) Subpart F introduced new and revised requirements for Single Audits. As organizations implemented the UG, auditors were implementing these new audit standards as they received additional clarification and guidance with each year's Single Audit Compliance Supplement. The Single Audit continues to evolve as auditors review updated procurement policies for organizations that took advantage of the grace period for the implementation of the UG Procurement Standards under Subpart D.
10:45 - 11:45
11:45 - 1:00
Asset Management: Current Trends and Best Practices to Maximize your F&A Rate
Audience will learn how to implement asset and space best practices to maximize the depreciation components of the F&A proposal. Topics will include how to optimize the accuracy of asset records for institutional stakeholders and the implementation of Financial (ERP) Systems. Presenters will help the audience ponder decisions related to inventory best practices within federal requirements, including technology solutions (including RFID tracking), and audit risk associated with F&A and Financial Reporting. Presenters will also discuss how to comply with existing asset management regulations and new requirements, including GASB 87 and 89. This discussion will demonstrate how the successful implementation of fixed asset accounting practices can lower risks, increase recoveries, and provide useful data for other institutional needs.
1:00 - 2:15
2:15 - 2:30
Preparing for your Base Year: A Checklist
The F&A rate calculation process can be overwhelming with so much data needs across the organization. This session is not focused on what to do for the F&A calculation, but rather how to do the preparation.
2:30 - 3:15
Get ready to engage on a variety of topics related to research costing and beyond! Hear from our Consultant panel of experts in response to your questions, everyday challenges and hot topics that impact our roles and decisions at our institutions. There will be very little left untouched after this interactive session. We ask you to come prepared to ask and share!
Day 3 - General Conference: Friday, November 8th
Key Note Speaker: Do It Well, Make It Fun - The Key to Success in Life, Death and Almost Everything in Between!
Speaker, Author, and Humorist Ron Culberson's mission is to change the workplace culture so that organizations are more productive and staff are more content. That's the philosophy behind "Do it Well. Make it Fun."
8:30 - 10:00
DHHS CAS Session
Federal representatives will provide an update from DHHS Cost Allocation Services. Important information will be shared that could better prepare you for your next F&A negotiation!
10:00 - 10:30
DHHS - Cost Accounting Services (CAS) - Arif 'Mak' Karim
10:30 - 11:00
This is your chance to have your questions answered! A panel of representatives from the federal government will respond to your 'have to know' questions.
11:00 - Noon
Moderator with Federal Panelists