About This Course Course Syllabus Who Should Attend
About Your Instructor Registration Info Contact Us
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Government*Horizons Inc. Training Series™

GAO's Principles of Federal Appropriations Law Workshop
Understanding How to Spend -- and Keep -- Federal Dollars
(The GAO Red Book explained in practical terms)

February 13-15, 2008
Government*Horizons Training Center
4301 Wilson Boulevard, Suite 1003 (10th Floor)
Arlington, VA 22203

Registration for this event has closed. You may still register at the door the day of the event by bringing this form with you.

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.

 

“Excellent course! Complete and wonderful learning experience from beginning to end.”

– Carrie Limo, Logistics Management Specialist, Logistics Transformation Agency

“Ideal course to take for a comprehensive overview of appropriations—I have
knowledge I can take back to the office.”
-- Cheryl Mbaye, U.S. EPA

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.



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
  • 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

Course Syllabus


A. Legal Framework
  1. Constitutional basis
  2. Historical review
  3. Basic definitions

B. Life Cycle of an Appropriation

  1. Budget formulation
  2. Congressional process
  3. Enactment of funding gap
  4. Apportionment and allotment
  5. Close of fiscal year
  6. Audit and review

C. Interpreting Appropriation Language

  1. Line item vs. lump sum appropriations
  2. Effect of budget estimates
  3. Reprogramming and transfer
  4. Permanent legislation in an appropriation
  5. Interrelationship of authorization and appropriation
  6. Application of legislative history

D. Availability of Appropriations as to Purpose

  1. Necessary expense rule
  2. Specific purpose limitations
  • Entertainment and recreation
  • State and local taxes

E. Availability of Appropriations as to Time

  1. Bona fide needs rule
    • Materials contracts
    • Service contracts
  2. Replacement contracts rule
  3. Contract modifications
  4. Year-end disposition of appropriation balances
  5. Elimination of “M” accounts

F. Availability of Appropriations as to Amount

  1. Earmarking language
  2. Antideficiency Act
  3. Augmentation of appropriations

G. Obligation of Appropriations

  1. Recording Statute
  2. Contingent liabilities
  3. Deobligation
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About Your Instructor

Meg Archibald graduated from Bryn Mawr College, Bryn Mawr, Pennsylvania in 1972. While teaching public school in Ithaca, New York, she earned an M.S. in social studies education from the State University of New York at Cortland. In 1975, she began law school at American University in Washington, D.C., receiving a J.D. degree in 1978. During law school Ms. Archibald worked for Congressman Matthew McHugh and for the General Accounting Office (GAO). From 1978 to 1984, she worked as an attorney with the Office of General Counsel at GAO and was a co-editor of the GAO publication Principles of Federal Appropriations Law. Since 1985, Ms. Archibald has combined her teaching and legal backgrounds, traveling extensively to conduct a seminar on Federal Appropriations Law. She is admitted to the bar in California and the District of Columbia, and is a member of the American Bar Association.


Contact Us

  • For registration and billing information, please email Customer Service or call (703) 807-2758
  • For general information about this workshop, please contact Jaime Uss, (703) 807-2743

 


Registration Fee

  • Government attendees: $1,195 per person
  • Industry: $1,295 per person

Registration Options

Registration for this event has closed. You may still register at the door the day of the event by bringing this form with you.

Registration form requires Acrobat Reader.

Registrations are payable by Visa, American Express, Mastercard, company check or government purchase order.

CANCELLATION POLICY: You may designate a substitute in writing any time before the event. If you need to cancel your registration, you must send your notice in writing and will be subject to a $50 processing fee. No refunds are given for cancellations received one week prior to the event start date or later. PLEASE NOTE: No shows will be liable for the entire registration fee.

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Government*Horizons has the right to refuse registration to any attendee at any time.


Location and Nearby Hotel Information

The workshop will be held in the Government*Horizons Training Center in the NRECA Building at 4301 Wilson Boulevard, Suite #1003 (10th floor), Arlington, VA 22203. Public parking at the facility is available for $9 a day. The NRECA Building is just one block from the Ballston Metro Station in the orange line. Please note: the parking garage and a side entrance to the building is on Taylor Street.

Click here for directions to our location

Map and directions to the conference location
Ballston Metro stop information
Airport and walking directions from metro to hotels below

Click here for a detailed map and business directory of the Ballston area of Arlington, please note the workshop is in building #211 on the map.

Nearby hotels include:

When calling to make a reservation at the Holiday Inn ask for the Market Access International rate of $201 per weekday

and $129 per weekend. This rate is subject to availability.


On-Site Training

Have a Large Staff to Train? Can't Make These Dates? Tight Travel Budget?

Government*Horizons can provide training, wherever and whenever you need, including on-site at your facility. Our staff will cost-effectively implement training customized to your needs. If you have group of attendees (usually 15 or more), we can bring this course to you and help save you time, travel costs, and more!

To request a proposal and schedule training, e-mail Laura Johnson, President, at ljohnson@governmenthorizons.org or call (703) 807-2747.

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Government*Horizons
4301 Wilson Boulevard
Suite 1003
Arlington, VA 22203


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