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AGENDA

(All times are listed in Eastern Time) Tuesday, September 21st

11:00 AM – 12:15 PM 1.1 - General Session: Impact of COVID-19 on F&A, Part 2 COVID-19 has had a significant impact on F&A Cost Rate Proposal and related recoveries specifically in the

areas of treatment of research expenses, F&A base years, environmental health and safety concerns and facilities costs, salary charging to sponsored projects, effect of off-site research, personnel layoffs to name a few. It is important to understand the changes so that strategic planning can be done in these difficult financial times for colleges and universities. This presentation will offer an understanding of what COVID expenses are and how to treat them to maximize your F&A rate, the changes to charging research salaries to sponsored projects, and the related treatment of space, and the latest Uniform Guidance updates.

Presented by: Sara Bible, Senior Consultant, Maximus and Former Senior Associate Dean for Finance & Administration and Associate Vice Provost for Research, Stanford University; Kim Hoebel, Assistant Comptroller, Purdue University; David Schultz, AVP, Research Administration, Rensselaer Polytechnic Institute; and Jeff Silber, Sr. Director, Sponsored Financial Services, Cornell University

12:15 – 1:00 P.M. Break 1:00 – 2:15 P.M. Concurrent Sessions

Please Note: There will be concurrent sessions on Tuesday, Wednesday, and Thursday. For a detailed description of each session, see the attachment to this agenda.

Session Offerings:

2.1 Mid-Atlantic Regional HHS Roundtable 2.2 Northeast Regional HHS Roundtable 2.3 Central Regional HHS Roundtable 2.4 Western Regional HHS Roundtable 2.5 ONR Roundtable 2.6 CRIS Lab – Open Lab

2:15 - 2:45 P.M. Break 2:45 - 4:00 P.M. Concurrent Sessions

Session Offerings:

3.1 Allocations & Statistics - Part 1: Overview & CRIS Defined Stats 3.2 Discussion Group - General Session: Impact of COVID-19 on F&A, Part 2 3.3 CRIS Lab - Fundamentals of CRIS

Wednesday, September 22nd

11:00 A.M. – 12:15 P.M. Concurrent Sessions

Session Offerings: 4.1 Allocations & Statistics - Part 2: User Defined Stats 4.2 WebSpace Forum 4.3 Inappropriate Foreign Influence Developments 4.4 CRIS Lab - Importing of Data

12:15 – 1:00 P.M. Break 1:00 – 2:15 P.M. Concurrent Sessions

Session Offerings: 5.1 Creative Solutions for Conducting Space Surveys 5.2 Selected Federal Reports & their Use in Diagnostics of the F&A Proposal 5.3 CRIS Lab - Useful Tools and Helpful Hints

2:15 – 2:45 P.M. Break

2:45 – 4:00 P.M. Concurrent Sessions

Session Offerings: 6.1 Project Management for the F&A Process 6.2 Using Your Previous Model for New Base Year 6.3 CRIS Lab - How to Assess COVID-19 Impact Using Trend

Thursday, September 23rd 11:00 A.M. – 12:15 P.M. Concurrent Sessions

Session Offerings: 7.1 Strategic Asset Management: Building Componentization and Moveable

Equipment for Financial Reporting Purposes 7.2 What Management Needs to Know about F&A 7.3 CRIS Lab – Allocations 7.4 Whole Person Wellness: A Guide for Leaders

12:15 –1:00 P.M. Break


Session Offerings: 8.1 Fringe Benefit Rates - Panel 8.2 Service Centers - Avoiding the Pitfalls 8.3 How WebSpace Can Help in a COVID-19 Environment 8.4 CRIS Lab - Space Processing and Analytics

2:15 – 2:45P.M. Break


Session Offerings: 9.1 F&A/CRIS/Fringe Benefits Considerations for Workday 9.2 Discussion Group: Service Centers - Avoiding the Pitfalls 9.3 CRIS Lab - Reporting in CRIS

The Maximus 34th Annual Higher Education Virtual Meeting concludes at 4:00 P.M. on Thursday, September 23rd.

CONCURRENT SESSION DESCRIPTIONS

Tuesday, September 21st 1:00 – 2:15 P.M.

Regional Negotiation Roundtables (2.1, 2.2, 2.3, 2.4, 2.5)

We will offer sessions for each of the HHS Regions, and ONR. These discussions will cover the results of the past year negotiations and the personalities, approaches and preferences of each region/agency.

Course Level: All Track: Costing Course Method: Discussion Course Prerequisites: None CPE Credit: 1.0 Speaker: Various

CRIS Lab – Open Lab (2.6)

Open Lab is the opportunity for users to ask questions about any of the features, upcoming releases and provide recommendations for future enhancements. Users may also bring up questions concerning their own models, or files, to discuss a particular issue. Course Level: All Track: CRIS Course Method: Demonstration Course Prerequisites: None CPE Credit: 1.0 Speaker: Inna Gvozdeva, Director, Maximus

Tuesday, September 21st 2:45 – 4:00 P.M.

Allocations & Statistics - Part 1: Overview & CRIS Defined Stats (3.1)

This course is designed for the CRIS user who would like to gain an understanding of the allocation process and the associated statistics. We will give an overview of the allocation table and how it is linked to the statistics. This session show examples for creating allocations and statistics using CRIS-defined statistics. Course Level: All Track: CRIS Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speakers: Mitzi Singleton, Sr. Manager, Maximus and Christine Stevens, Consultant, Maximus

Discussion Group - General Session: Impact of COVID-19 on F&A, Part 2 (3.2)

This session will allow the university participants to discuss topics from the General Session: Impact of COVID-19 on F&A, Part 2. Course Level: All Track: Costing Course Method: Discussion Course Prerequisites: None CPE Credit: 1.0 Speaker: Caroline Beeman, Director, Maximus & Mira Levine, Sr. Manager, Maximus

CRIS Lab - Fundamentals of CRIS (3.3) This session will be a structured, step-by-step demonstration by an instructor. This lab session will cover the fundamentals of CRIS operations, including navigation, working with data, creating and reviewing rules, importing and exporting data.

Course Level: Beginner Track: CRIS Course Method: Demonstration Course Prerequisites: None CPE Credit: 1.0 Speaker: Anne Feuerborn, Director, Maximus and Allison Toal, Consultant, Maximus

Wednesday, September 22nd 11:00 A.M. – 12:15 P.M.

Allocations & Statistics - Part 2: User Defined Stats (4.1)

This course is designed for the CRIS user who would like to gain an understanding of the allocation process and the associated statistics and is a companion to Part 1. This session will have examples for creating allocations and statistics for User-defined statistics. Course Level: All Track: CRIS Course Method: Presentation Course Prerequisites: Familiarity with CRIS, understand what it means to allocate cost pools, recommend

attending Part 1, but not required. CPE Credit: 1.0 Speakers: Mitzi Singleton, Sr. Manager, Maximus and Christine Stevens, Consultant, Maximus

WebSpace Forum (4.2)

In this session, we will review the functionality available in the latest version of WebSpace as well as begin the discussion of potential improvements for future releases of WebSpace. Course Level: All Track: WebSpace Course Method: Presentation & Discussion Course Prerequisites: None CPE Credit: 1.0

Speaker: Inna Gvozdeva, Director, Maximus

Inappropriate Foreign Influence Developments (4.3) This session will include a discussion and update of federal agency disclosure requirements and enforcement actions stemming from alleged failures to disclose foreign affiliations or support in connection with federally funded research. Since 2017, the federal government has more closely scrutinized foreign affiliations and has implemented new disclosure requirements. Criminal, civil, and administrative enforcement actions have followed. Attend this session to learn about these developments and more. Course Level: All Track: Costing Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speaker: Derek Adams, Partner, Potomac Law Group, PLLC

CRIS Lab - Importing of Data (4.4)

This lab will demonstrate features for importing data into CRIS, including appending records, updating records, and performing a file analysis before importing data. Course Level: All Track: CRIS Course Method: Demonstration Course Prerequisites: Familiarity with CRIS CPE Credit: 1.0 Speaker: Chuck Wuensch, Sr. Manager, Maximus and Sonika Wadhawan, Sr. Applications

Manager, Maximus

Wednesday, September 22nd 1:00 – 2:15 PM

Creative Solutions for Conducting Space Surveys (5.1)

In this session, we will discuss creative solutions for conducting space surveys, including training, implementation, and quality review.

Course Level: All Track: Costing Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speakers: Inna Gvozdeva, Director, Maximus & Allison Toal, Consultant, Maximus

Selected CRIS Federal Reports & their Use in Diagnostics of the F&A Proposal (5.2)

This session will showcase how to use selected CRIS Federal Reports as a diagnostic tool for the F&A Proposal, including an Updated section for reviews over the vital Utility Cost Adjustment (UCA). Course Level: All Track: Costing Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speakers: Steve Bradley, Sr. Consultant, Maximus; Christine Stevens, Consultant, Maximus and

Brenda Harrell, Assistant Controller, University of Florida CRIS Lab - Useful Tools and Helpful Hints (5.3)

In this session, we will demonstrate how to perform unique functions in CRIS. This lab will showcase the underutilized features and helpful tools. Course Level: All Track: CRIS Course Method: Demonstration Course Prerequisites: Familiarity with CRIS CPE Credit: 1.0 Speaker: Anne Feuerborn, Director, Maximus

Wednesday, September 22nd 2:45 – 4:00 P.M.

Project Management for the F&A Process (6.1)

This session will review ideas to organize the many tasks that are a part of the proposal process. Course Level: All Track: Costing Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speaker: Anne Feuerborn, Director, Maximus; Monica Poehl, Assoc. Director, Texas A&M

University System and TBD How to Use your Previous CRIS Model for your New Base Year (6.2)

If you are still using and updating a CRIS model that was originally created many rate cycles ago, this is the session for you! We’ll go over the benefits of starting with a new model, discuss tips on what to bring over from your previous model and discuss how to streamline your F&A Proposal process. Course Level: All Track: CRIS Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0

Speakers: Mitzi Singleton, Sr. Manager, Maximus and Doyle Smith, Sr. Consultant, Maximus

CRIS Lab - How to Assess COVID-19 Impact Using Trend (6.3) This session will cover the use of Trend feature and how it can be used to conduct various analyses, specifically assessing the impact of COVID-19. Course Level: All Track: CRIS Course Method: Demonstration Course Prerequisites: Familiarity with CRIS CPE Credit: 1.0 Speaker: Inna Gvozdeva, Director, Maximus

Thursday, September 23rd 11:00 A.M. – 12:15 P.M.

Strategic Asset Management: Building Componentization and Moveable Equipment for Financial Reporting Purposes (7.1)

This session will discuss the benefits of componentization and the importance of equipment inventory. Course Level: All Track: Costing Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0

Speakers: Kevin McHugh, Vice President, Maximus

What Management Needs to Know about F&A (7.2)

This session will provide participants with common sense and practical strategies for both managing your project as well as the expectations of senior management. We will touch on techniques you can use to inform senior management about the basics of F&A as well as how to manage the F&A process and what information senior management needs to know and when. We will break the submission and negotiation process into different parts. Finally, we will discuss different strategies for managing expectations for the final negotiated F&A rates.   Course Level: All Track: Costing Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speakers: Mira Levine, Sr. Manager, Maximus; Jaime Bunner, Director, Financial Projects &

Compliance, West Virginia University; Shelly Benson, Sr. Director, System Government Costing, University of Illinois; and David Hagen, Director, Office of Cost Analysis, University of Minnesota

CRIS Lab – Allocations (7.3)

In this session, we will demonstrate navigating through allocation data and reports in CRIS, using the Stepdown Schedule, Review System Messages, Allocation, and Allocation Detail. We will look at identifying and cleaning up stepdown issues, as well as verifying the allocation results. Course Level: All Track: CRIS Course Method: Demonstration Course Prerequisites: Familiarity with CRIS CPE Credit: 1.0 Speaker: Caroline Beeman, Director, Maximus

Whole Person Wellness: A Guide for Leaders (7.4)

This session will help leaders understand the concept of holistic health and the value in prioritizing it. We will discuss stress indicators and sources for leaders, explore whole person stress management strategies, and review ways to become more resilient in the face of stress. This session will be presented by Dr. Felix Padrón, founder and CEO of FACES, a community mental health center in Miami, FL. Dr. Padrón has been providing seminars and workshops to major companies, cities, and professional firms for the last 20 years. Course Level: All Track: CED Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speaker: Dr. Felix Padrón, CIGNA

Thursday, September 23rd 1:00 - 2:15 P.M.

Fringe Benefit Rates - Panel (8.1)

This session will include a panel of presenters who will discuss topics related to Fringe Benefit Rates. Course Level: All Track: Costing Course Method: Presentation & Discussion Course Prerequisites: None CPE Credit: 1.0

Speakers: Mira Levine, Senior Manager, Maximus; Cheresa Boston, Director of Sponsored Research, University of North Florida; Janet Ianni, Director, Budget and Planning-Office of Research and Sponsored Programs, University of Denver; and Nataliya Westrate, Research Accounting Manager, Villanova University

Service Centers - Avoiding the Pitfalls (8.2)

This session will include presentation of past audit findings and how to avoid them at your university. We will discuss the impact COVID-19 has had on service center operations and ways to deal with those impacts. Course Level: All Track: Costing Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speakers: Caroline Beeman, Director, Maximus and Jim Childers, Consultant, Maximus

How WebSpace Can Help in a COVID-19 Environment (8.3)

In this session, we will provide an in-depth demonstration of WebSpace and discuss how it can be used in a COVID-19 environment. Course Level: All Track: WebSpace Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speakers: Inna Gvozdeva, Director, Maximus and Jennifer Rowles, Manager, Cost Analysis, Penn

State University

CRIS Lab - Space Processing and Analytics (8.4) In this session, we will demonstrate how to use CRIS reports and views to look at space data from various angles. We will address how to detect issues in the processing of space data and verify the university’s space is appropriately representing the university. Course Level: All Track: CRIS Course Method: Demonstration Course Prerequisites: Familiarity with CRIS CPE Credit: 1.0 Speaker: Anne Feuerborn, Director, Maximus

Thursday, September 23rd

2:45 – 4:00 P.M. F&A/CRIS/Fringe Benefits Considerations for Workday (9.1)

This session will include what items to consider in the areas of F&A, CRIS processing and Fringe Benefit set up in Workday that should be reviewed during the planning phase. Course Level: All Track: Costing Course Method: Presentation Course Prerequisites: None CPE Credit: 1.0 Speakers: Anne Feuerborn, Director, Maximus; Doyle Smith, Sr. Consultant, Maximus; Brian

Kimball, Sr. Business Analyst, Brown University; and TBD Discussion Group: Service Centers - Avoiding the Pitfalls (9.2)

This session will allow the university participants to discuss the unique circumstances at their university, and address concerns with service center rates. Course Level: All Track: Costing Course Method: Discussion Course Prerequisites: None, recommend attending 8.2 Service Centers - Avoiding the Pitfalls CPE Credit: 1.0 Speakers: Caroline Beeman, Director, Maximus and Jim Childers, Consultant, Maximus

CRIS Lab - Reporting in CRIS (9.3)

This session will be a structured step-by-step introduction to reporting topics, including standard, federal and custom reports as well as report batch process. Course Level: All Track: CRIS Course Method: Demonstration Course Prerequisites: Familiarity with CRIS CPE Credit: 1.0 Speaker: Inna Gvozdeva, Director, Maximus and Chuck Wuensch, Sr. Manager, Maximus

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