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<p class=MsoNormal align=center style='text-align:center'><b><font size=3
color=blue face=Arial><span style='font-size:12.0pt;font-family:Arial;
color:blue;font-weight:bold'>Subrecipient vs. Vendor: Sorting Out the Subaward
of <o:p></o:p></span></font></b></p>
<p class=MsoNormal align=center style='text-align:center'><b><font size=3
color=blue face=Arial><span style='font-size:12.0pt;font-family:Arial;
color:blue;font-weight:bold'>Federal Grants Under the Recovery Act</span></font></b><font
size=2 color=blue face=Arial><span style='font-size:10.0pt;font-family:Arial;
color:blue'><o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 face=Arial><span style='font-size:10.0pt;
font-family:Arial'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 face=Arial><span style='font-size:10.0pt;
font-family:Arial'>The State Controller’s Division is hosting a 90 minute
audio conference “Subrecipient vs. Vendor: Sorting Out the Subaward of
Federal Grants Under the Recovery Act”, presented by Thompson
Interactive. Below are details about the date and time as well as the
audio-conference write up provided by Thompson Interactive.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 face=Arial><span style='font-size:10.0pt;
font-family:Arial'><o:p> </o:p></span></font></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'>Date:
Wednesday, August 5, 2009<o:p></o:p></span></font></b></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'><br>
Time: 11:00<font color=navy><span
style='color:navy'> </span></font>am to 12:30<font color=navy><span
style='color:navy'> </span></font>pm <o:p></o:p></span></font></b></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'><o:p> </o:p></span></font></b></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'>Location:
Veterans’ Auditorium<o:p></o:p></span></font></b></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'>
700 Summer Street NE<o:p></o:p></span></font></b></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'><o:p> </o:p></span></font></b></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'>Cost:
Free (sponsored by SCD)<o:p></o:p></span></font></b></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'><o:p> </o:p></span></font></b></p>
<p style='margin:0in;margin-bottom:.0001pt'><b><font size=3 face=Arial><span
style='font-size:12.0pt;font-family:Arial;font-weight:bold'>CPE:
1.5 credits</span></font><o:p></o:p></b></p>
<p style='margin-bottom:12.0pt'><strong><b><font size=2 face=Arial><span
style='font-size:10.0pt;font-family:Arial'>Course Description:</span></font></b></strong><font
size=2 face=Arial><span style='font-size:10.0pt;font-family:Arial'> Federal
government policies affecting the subaward of grants and cooperative agreements
have never been particularly clear. For years, terms like "subgrant,"
"subcontracts," and "purchase of service," were <st1:PersonName
w:st="on">to</st1:PersonName>ssed around without much care or precision. That
started <st1:PersonName w:st="on">to</st1:PersonName> change with the issuance
of revised Office of Management and Budget Circular A-133 in 1997. It required
that awards "expended as a recipient or a subrecipient would be subject <st1:PersonName
w:st="on">to</st1:PersonName> audit under this part." It became important <st1:PersonName
w:st="on">to</st1:PersonName> differentiate what type of subaward was being
made in order <st1:PersonName w:st="on">to</st1:PersonName> determine what kind
of oversight might be required. Now, with the implementation of the massive
federal stimulus program under the American Recovery and Reinvestment Act
(ARRA), there is an additional important reason <st1:PersonName w:st="on">to</st1:PersonName>
sort out the subaward of federal assistance awards. Starting in Oc<st1:PersonName
w:st="on">to</st1:PersonName>ber, significant new reporting requirements face
organizations that expend stimulus awards. Details about expenditures made by
"recipients," "subrecipients," "subawardees" and
"vendors" will be required along with data about the nature of
projects and the impact on job creation or retention. OMB has issued guidance
defining "subaward" and "subcontract" that cross-walks <st1:PersonName
w:st="on">to</st1:PersonName> the earlier A-133 guidance. But <st1:PersonName
w:st="on">to</st1:PersonName> say that the way forward for affected
organizations has been clarified is a stretch. So this audio conference is
being offered <st1:PersonName w:st="on">to</st1:PersonName> help affected
organizations sort out their subawarding responsibilities, not only under the
Recovery Act but for all federal grants.</span></font><o:p></o:p></p>
<p><font size=2 face=Arial><span style='font-size:10.0pt;font-family:Arial'>During
this audio conference, Mr. Lloyd will address the following <st1:PersonName
w:st="on">to</st1:PersonName>pics and more:</span></font><font size=1
face=Arial><span style='font-size:8.5pt;font-family:Arial'><o:p></o:p></span></font></p>
<ul type=disc>
<li class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
mso-list:l2 level1 lfo3'><font size=2 face=Arial><span style='font-size:
10.0pt;font-family:Arial'>What policy guidance has been issued by OMB on
Recovery Act subawards</span></font><font face=Arial><span
style='font-family:Arial'> </span></font><font size=1 face=Arial><span
style='font-size:8.5pt;font-family:Arial'><o:p></o:p></span></font></li>
<li class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
mso-list:l2 level1 lfo3'><font size=2 face=Arial><span style='font-size:
10.0pt;font-family:Arial'>What other OMB guidance is relevant <st1:PersonName
w:st="on">to</st1:PersonName> the determination of what type of
relationship exists</span></font><font face=Arial><span style='font-family:
Arial'> </span></font><font size=1 face=Arial><span style='font-size:8.5pt;
font-family:Arial'><o:p></o:p></span></font></li>
<li class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
mso-list:l2 level1 lfo3'><font size=2 face=Arial><span style='font-size:
10.0pt;font-family:Arial'>Why accurate terminology is so important</span></font><font
face=Arial><span style='font-family:Arial'> </span></font><font size=1
face=Arial><span style='font-size:8.5pt;font-family:Arial'><o:p></o:p></span></font></li>
<li class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
mso-list:l2 level1 lfo3'><font size=2 face=Arial><span style='font-size:
10.0pt;font-family:Arial'>What characteristics are <strong><b><font
face=Arial><span style='font-family:Arial'>indicative</span></font></b></strong>
of a subrecipient relationship</span></font><font face=Arial><span
style='font-family:Arial'> </span></font><font size=1 face=Arial><span
style='font-size:8.5pt;font-family:Arial'><o:p></o:p></span></font></li>
<li class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
mso-list:l2 level1 lfo3'><font size=2 face=Arial><span style='font-size:
10.0pt;font-family:Arial'>What characteristics are <strong><b><font
face=Arial><span style='font-family:Arial'>indicative</span></font></b></strong>
of a vendor relationship</span></font><font face=Arial><span
style='font-family:Arial'> </span></font><font size=1 face=Arial><span
style='font-size:8.5pt;font-family:Arial'><o:p></o:p></span></font></li>
<li class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
mso-list:l2 level1 lfo3'><font size=2 face=Arial><span style='font-size:
10.0pt;font-family:Arial'>What other fac<st1:PersonName w:st="on">to</st1:PersonName>rs
might be important</span></font><font face=Arial><span style='font-family:
Arial'> </span></font><font size=1 face=Arial><span style='font-size:8.5pt;
font-family:Arial'><o:p></o:p></span></font></li>
<li class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
mso-list:l2 level1 lfo3'><font size=2 face=Arial><span style='font-size:
10.0pt;font-family:Arial'>What are the financial reporting implications</span></font><font
face=Arial><span style='font-family:Arial'> </span></font><font size=1
face=Arial><span style='font-size:8.5pt;font-family:Arial'><o:p></o:p></span></font></li>
<li class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
mso-list:l2 level1 lfo3'><font size=2 face=Arial><span style='font-size:
10.0pt;font-family:Arial'>What kind of oversight by primary recipients is
expected </span></font><font size=1 face=Arial><span style='font-size:
8.5pt;font-family:Arial'><o:p></o:p></span></font></li>
</ul>
<p><font size=2 face=Arial><span style='font-size:10.0pt;font-family:Arial'>Plus,
time will be set aside for an interactive <b><span style='font-weight:bold'>Q<i><span
style='font-style:italic'>&A</span></i></span></b> session after the
presentation. Listen in and get the chance <st1:PersonName w:st="on">to</st1:PersonName>
ask the speaker your specific question!<o:p></o:p></span></font></p>
<p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><font
size=2 face=Arial><span style='font-size:10.0pt;font-family:Arial;font-weight:
bold'>Bob Lloyd is</span></font></b><font size=2 face=Arial><span
style='font-size:10.0pt;font-family:Arial'> a respected authority on federal
policies affecting the acquisition, administration, and audit of federal grants
and contracts. <a
href="http://xsuite.thompson.com/SF_Module/pr_e.cfm?m=690295.15638.237731"
title="http://xsuite.thompson.com/SF_Module/pr_e.cfm?m=690295.15638.237731">Click
Here for More!</a></span></font><font size=2><span style='font-size:10.0pt'><o:p></o:p></span></font></p>
<p class=MsoPlainText><b><font size=2 color=red face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:red;font-weight:bold'>To
Register:</span></font></b><font color=navy face=Arial><span style='font-family:
Arial;color:navy'> </span></font><font face=Arial><span style='font-family:
Arial'>If you would like to participate in the audio conference, please e-mail <a
href="mailto:SCD.Register@state.or.us" title="mailto:SCD.Register@state.or.us">SCD.Register@state.or.us</a>,
and provide the following information:<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face=Arial><span style='font-size:10.0pt;
font-family:Arial'><o:p> </o:p></span></font></p>
<p class=MsoPlainText style='margin-left:.75in;text-indent:-.2in;mso-list:l1 level1 lfo4'><![if !supportLists]><font
size=2 face=Symbol><span style='font-size:10.0pt;font-family:Symbol'><span
style='mso-list:Ignore'>·<font size=1 face="Times New Roman"><span
style='font:7.0pt "Times New Roman"'> </span></font></span></span></font><![endif]><font
face=Arial><span style='font-family:Arial'>The name and date of the training
(enter in subject line of e-mail)<o:p></o:p></span></font></p>
<p class=MsoPlainText style='margin-left:.75in;text-indent:-.2in;mso-list:l1 level1 lfo4'><![if !supportLists]><font
size=2 face=Symbol><span style='font-size:10.0pt;font-family:Symbol'><span
style='mso-list:Ignore'>·<font size=1 face="Times New Roman"><span
style='font:7.0pt "Times New Roman"'> </span></font></span></span></font><![endif]><font
face=Arial><span style='font-family:Arial'>Your name<o:p></o:p></span></font></p>
<p class=MsoPlainText style='margin-left:.75in;text-indent:-.2in;mso-list:l1 level1 lfo4'><![if !supportLists]><font
size=2 face=Symbol><span style='font-size:10.0pt;font-family:Symbol'><span
style='mso-list:Ignore'>·<font size=1 face="Times New Roman"><span
style='font:7.0pt "Times New Roman"'> </span></font></span></span></font><![endif]><font
face=Arial><span style='font-family:Arial'>Your agency<o:p></o:p></span></font></p>
<p class=MsoPlainText style='margin-left:.75in;text-indent:-.2in;mso-list:l1 level1 lfo4'><![if !supportLists]><font
size=2 face=Symbol><span style='font-size:10.0pt;font-family:Symbol'><span
style='mso-list:Ignore'>·<font size=1 face="Times New Roman"><span
style='font:7.0pt "Times New Roman"'> </span></font></span></span></font><![endif]><font
face=Arial><span style='font-family:Arial'>Your e-mail address <o:p></o:p></span></font></p>
<p class=MsoPlainText style='margin-left:.75in;text-indent:-.2in;mso-list:l1 level1 lfo4'><![if !supportLists]><font
size=2 face=Symbol><span style='font-size:10.0pt;font-family:Symbol'><span
style='mso-list:Ignore'>·<font size=1 face="Times New Roman"><span
style='font:7.0pt "Times New Roman"'> </span></font></span></span></font><![endif]><font
face=Arial><span style='font-family:Arial'>Your phone number<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 face=Arial><span style='font-size:10.0pt;
font-family:Arial'><o:p> </o:p></span></font></p>
<p class=MsoPlainText><font size=2 face=Arial><span style='font-size:10.0pt;
font-family:Arial'>If you have any questions, please call Jeanne Bock at
503-373-7277<font color=navy><span style='color:navy'>, </span></font>ext. 268.<o:p></o:p></span></font></p>
<p class=MsoPlainText><font size=2 color=navy face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 face=Arial><span style='font-size:10.0pt;
font-family:Arial'><o:p> </o:p></span></font></p>
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