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GAO's
Principles of Federal Appropriations Law
Understanding How to Spend -- and Keep -- Federal Dollars
(The GAO Red Book explained in practical terms)
This course has been
approved by the Supreme Court of Ohio commission on Continuing Legal
Education for 11.50 total CLE hour(s), with 0.00 of ethics, 0.00 of
professionalism and 0.00 of substance abuse instruction.
February 26-28, 2007
Government*Horizons Training
Center
4301 Wilson Boulevard, Suite 1003 (10th Floor)
Arlington, VA 22203
“Excellent
course! Complete and wonderful learning experience from beginning to end.”
– Carrie Limo,
Logistics Management Specialist, Logistics Transformation
Agency
Registration: 8:00 AM (Day One only)
Program Starts: 8:30 AM
Wrap-up: 3:30 PM
Course materials, continental breakfast (coffee and pastries),
refreshments included.
This workshop is recommended for 24 Continuous Learning Points (CLPs)
toward DAWIA/FAC-C requirements. A Government*Horizons "Certificate of
Completion" will be provided to all attendees upon conclusion of the
workshop.
For information on
fulfilling core, elective and continuous learning requirements, visit:
http://www.whitehouse.gov/omb/procurement/policy_letters/05-01_041505.html
About This Workshop
In 1982, the GAO released its first edition of Principles of Federal
Appropriations Law. It was a collection of the body of law governing the
expenditure of federal funds. In 1991, the current four set volume was
released.
Today, agency program managers, general counsel, contracts administrators
and financial officers are all faced with significant challenges in
meeting organization needs within current budgets. What are the rules? How
are they applied in practice? What are the typical mistakes made that
result in wasted or lost funds? How can an agency protect its budget? How
can an agency manager maximize their allocation?
The rules governing federal appropriations are complex, extensive and fill
four binders. This course, taught by leading experts in government
contract law, will provide the student with an overview of the rules, how
they are applied, and most importantly, how to maximize funds with budget
limits AND within the rules.
Learn precisely how the Federal government’s budget and spending system
works – and how to avoid impasses at each phase in the process, from
initial planning through ultimate disbursement.
What You Will
Learn
- Initial planning phase
- Budgeting
- Congressional role
- Limitations on spending
- Antideficiency questions
- Contract funding
- Personal liability
- Statutory compliance
And more…
Under the Current
administration and Congress, financial pressures are mounting – and will
continue to mount for the foreseeable future. Those of you who handle
Federal funds and have to find ways to do more with less need to know how
to maneuver on the Federal financial highway.
The subtle rules on the
availability of appropriations can absolutely block an otherwise
well-reasoned management plan. The difficulty is that these rules are not
well known, not well publicized, and not easy to understand. Fortunately,
though, there exist clear precedents that you can follow to avoid reaching
such impasses – and avoid incurring personal financial liability for
failure to comply.
This course will take you
through every facet of the budgeting and spending processes. You’ll get a
thorough analysis of all funding activities, as seen through the eyes of
the contracting, certifying, and disbursing officers. And you’ll
participate in sessions that explore controlling decisions by the General
Accounting Office.
We invite you to join us
for three days of educational adventure.
A new government report
recommends contract training to achieve better federal contracting
results.
Click
here to download the Managing the Government’s Technical Experts
to Achieve Positive Contract Outcomes report by the U.S. Merit Systems
Protection Board dated December 2005.
What Previous
Students Wrote in their Evaluations...
“Cannot say enough about
the instructor- he is phenomenal!” – William E. Gregg III, Business
Management Specialist for Acquisition, US Army- Office of PM Close Combat
Systems
“Instructor was best I’ve
had. Learned a lot about subject matter.” – Ruth A. Blessing, Business
Mgmt Specialist, Acq., US Army, Project Manager Small Combat Systems,
Picatinny
Who
Should Attend
- Agency Program Managers
- Budget and Financial Officers
- General Counsel
- Contracts Administrators
- Procurement Executives
- Federal support contractors
- Federal product and services suppliers,
systems integrators
- Financial Management Analysts
Previous Attendees
Include:
- Acquisition Solutions,
Inc., Senior Acquisition Analyst
- BearingPoint, Management
Analyst, Consulting
- Bell South, Contracts
Manager
- Booz Allen Hamilton
- DARPA, Procurement Analyst
- Department of Agriculture
- Agricultural Research Service, Deputy Area Director
- Department of Commerce,
Deputy Chief Information Officer
- Department of Labor
- Department of the Interior
- Office of the Secretary, Budget Analyst
- Department of Transportation,
Deputy Director for Business Policy, Strategies Divison
- Department of Veterans
Affairs, Chief Financial Officer
- DOT/NHTSA, Attorney Advisor
- DS ST PROS, Senior Resource
Manager
- FDA, Budget Analyst
- FDIC - Office of the Inspector
General, Program Analyst
- Federal Labor Relations
Authority, Attorney-Advisor
- Federal Motor Carrier
Safety Administration, Health & Transportation Specialist
- Florida Department of
Education/Division of Vocational Rehabilitation, VR Program
Administrator
- Food and Drug Administration,
Budget Analyst
- Harris Corporation, Director
GWAC
- IRS, Supervising Program
Analyst
- Knowledge Connections,
Inc., Senior Financial Analyst
- Lawrence Livermore National
Laboratory, Laboratory Counsel
- MDA, Operations Research
Analyst
- NOAA, Budget Team Leader
- NOAA, Budget Analyst
- National Institute of
Standards and Technology, Budget Analyst
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- National Science Foundation,
Administrative Manager
- NeighborWorks America,
Deputy General Counsel
- NOAA, Budget Analyst
- NOAA, Budget Team Leader
- NSWC - Crane, Financial
Analyst
- Office of the Assistant
Secretary of the Navy (FM&C), Senior Financial Management
Analyst
- Office of Naval Research,
Program Officer
- Office of Personnel Management,
Budget Program Analyst
- Peace Corps, FMO
- SAP America, Director,
Congressional Affairs-Appropriations
- SRA Touchstone, Principal
- Telecolote Research, Inc.,
Technical Specialist
- Treasury Inspector General
for Tax Administration, Attorney
- TSA Denver, DHS, Administrative
Officer
- U.S. Arctic Research Commission,
Administrative Officer
- U.S. Coast Guard, Deputy
Comptroller
- U.S. Coast Guard, Supply
Chief
- U.S. Department of Education,
Budget Analyst
- U.S. Department of Education,
Management & Program Analyst
- U.S. EPA, Administrative
Officer
- U.S. EPA, Contract Specialist
- U.S. EPA, Manager, ATG,
LOD
- U.S. EPA, Program Specialist
- U.S. Patent and Trademark
Office, Office of General Law, Associate Counsel
- VT National Guard, U.S.
Property & Fiscal Officer for Vermont
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Course Syllabus
A. Legal Framework
- Constitutional basis
- Historical review
- Basic definitions
B. Life Cycle of an
Appropriation
- Budget formulation
- Congressional process
- Enactment of funding
gap
- Apportionment and
allotment
- Close of fiscal year
- Audit and review
C. Interpreting
Appropriation Language
- Line item vs. lump sum
appropriations
- Effect of budget
estimates
- Reprogramming and
transfer
- Permanent legislation
in an appropriation
- Interrelationship of
authorization and appropriation
- Application of
legislative history
D. Availability of
Appropriations as to Purpose
- Necessary expense rule
- Specific purpose
limitations
- Entertainment and
recreation
- State and local
taxes
E. Availability of Appropriations as
to Time
- Bona fide needs rule
- Materials
contracts
- Service contracts
- Replacement contracts
rule
- Contract modifications
- Year-end disposition
of appropriation balances
- Elimination of “M”
accounts
F. Availability of
Appropriations as to Amount
- Earmarking language
- Antideficiency Act
- Augmentation of
appropriations
G. Obligation of
Appropriations
- Recording Statute
- Contingent liabilities
- Deobligation
About Your Instructor
Steven N. Tomanelli owns an acquisition
training and consulting company, Steven N. Tomanelli & Associates, a
ten-year old professional services company with a proven track record of
performance. Mr. Tomanelli offers high quality acquisition training and
consulting services to public and private sector customers worldwide as
well as a wealth of practical experience and has consistently achieved the
very highest levels of customer satisfaction. Mr. Tomanelli is an attorney
in the law firm of Wiley, Rein & Fielding in Washington DC and McLean,
Virginia, where he specializes in government procurement law, including
bid protests and contract claims.
Mr. Tomanelli has authored over 35 coursebooks on
federal procurement and fiscal law, including A Practical Guide to Federal
Appropriations Law (MCI, 2003), Evaluating and Managing Performance-Based
Contracts (Federal Publications Seminars), Performance-Based Contracting
Workshop (Federal Publications Seminars), Basics of Commercial Contracting
(Federal Publications Seminars), Basics of Government Contracting (Federal
Publications Seminars), Advanced Source Selection (ESI International),
Task Order Contracting (ESI International), and many others.
Mr. Tomanelli served as Chief, Acquisition and Fiscal
Law, Air Mobility Command for several years where he provided senior
management oversight and policy guidance for attorneys at fourteen Air
Force bases nationwide. He served as program attorney for several large
software development and transportation services contracts and provided
legal advice on a broad spectrum of acquisition and appropriations law
issues, including protests, A-76 actions, privatization, source selections
and the Antideficiency Act.
An attorney in good standing of the Virginia, New York
State and Florida Bars, Mr. Tomanelli serves as an Advisory Board Member
of the Government Contractor (West Publishing Co.) and is a member of the
American Bar Associations Public Contract Law Section. He received his
Master of Laws (LL.M. in Federal Procurement Law) from George Washington
University, his Juris Doctorate (J.D.) and B.A. from Hofstra University.
Contact Us
- For general information about this workshop and registration information, please contact
Katie
Smith at (703) 807-2758
Registration Fee
- Government attendees: $1,195 per person
- Industry: $1,295 per person
Registration Options
[1] Online with your credit card using our
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