From kathryn.ross at state.or.us Mon Feb 7 12:26:59 2011 From: kathryn.ross at state.or.us (ROSS Kathryn * SCD SARS) Date: Mon, 7 Feb 2011 12:26:59 -0800 Subject: [CAFR-Contacts-News] Updated D23 Fund Request Form Message-ID: <8A8CF693A3BB294DB354A999D49CF8180B187A8E@exchnode01.ad.state.or.us> Hello CAFR Accountants, The D23 fund request form has been updated and now includes two new fields to provide GASB 54 information. GASB 54 information is required when requesting new "governmental" D23 funds. The updated form may be found on the SFMS website under FORMS. http://www.oregon.gov/DAS/SCD/SFMS/forms.shtml Thank you. Kathy Kathryn Ross Statewide Accounting & Reporting Manager Oregon State Controller's Division 155 Cottage Street NE, U-50 Salem, OR 97301 Phone: (503) 373-7277, ext 253 Fax: (503) 378-3514 http://oregon.gov/DAS/SCD/SARS Data Classification: Level 1 - Published How are we doing? Please complete our customer service survey. http://www.surveymonkey.com/s/SCD_Feedback Your opinion matters. Thank You! -------------- next part -------------- An HTML attachment was scrubbed... URL: From kathryn.ross at state.or.us Tue Feb 15 12:28:50 2011 From: kathryn.ross at state.or.us (ROSS Kathryn * SCD SARS) Date: Tue, 15 Feb 2011 12:28:50 -0800 Subject: [CAFR-Contacts-News] Link to Processing Calendar for Statewide Balancing Reports Message-ID: <8A8CF693A3BB294DB354A999D49CF8180B187AD8@exchnode01.ad.state.or.us> Hi Everyone, Here is the link to the 2011 processing calendar for updating the Statewide Balancing Reports: http://egov.oregon.gov/DAS/SCD/SARS/swbreports.shtml Click on Processing Calendar; then on Statewide Balancing Processing Dates: 2011 Thank you! Kathy Kathryn Ross Statewide Accounting & Reporting Manager Oregon State Controller's Division 155 Cottage Street NE, U-50 Salem, OR 97301 Phone: (503) 373-7277, ext 253 Fax: (503) 378-3514 http://oregon.gov/DAS/SCD/SARS Data Classification: Level 1 - Published How are we doing? Please complete our customer service survey. http://www.surveymonkey.com/s/SCD_Feedback Your opinion matters. Thank You! -------------- next part -------------- An HTML attachment was scrubbed... URL: From kathryn.ross at state.or.us Thu Feb 17 09:38:53 2011 From: kathryn.ross at state.or.us (ROSS Kathryn * SCD SARS) Date: Thu, 17 Feb 2011 09:38:53 -0800 Subject: [CAFR-Contacts-News] Free Webinar/Public Private Partnerships/ Tues, March 15, 11:00am-12:50pm Message-ID: <8A8CF693A3BB294DB354A999D49CF8180B187AEE@exchnode01.ad.state.or.us> Hello Everyone, The State Controller's Division is hosting a free NASACT webinar on GASB Statement No. 60, Accounting and Reporting for Service Concession Arrangements (commonly referred to as public-private partnerships). Tuesday, March 15, 2011 11:00 am to 12:50 pm PST Veteran's Building Auditorium 700 Summer St. NE Salem, OR 97301-1285 Registration for this event will be coordinated through iLearnOregon ( https://ilearn.oregon.gov ). For more information on iLearnOregon, please see the "Registration" section of the announcement below. Thank you, Kathy Kathryn Ross Statewide Accounting & Reporting Manager Oregon State Controller's Division 155 Cottage Street NE, U-50 Salem, OR 97301 Phone: (503) 373-7277, ext 253 Fax: (503) 378-3514 http://oregon.gov/DAS/SCD/SARS Data Classification: Level 1 - Published ________________________________ Visit Our Website: www.nasact.org Public Private Partnerships: From Accounting to Implementation The National Association of State Auditors, Comptrollers and Treasurers (NASACT), in conjunction with the Association of Government Accountants and the Association of Local Government Auditors, is pleased to announce the latest in its series of events addressing timely issues in government auditing and financial management. Budget shortfalls are requiring states to fundamentally re-assess their approaches to the delivery of public services. At the same time, increasing investment in the nation's critical infrastructure is required to maintain and enhance economic competitiveness. An increasing number of state and local government agencies are now turning to the private sector to assist in the financing and delivery of public infrastructure through the use of "Public Private Partnerships" (P3). Under these P3 models, consortia of private companies assume responsibility for the design, construction, financing and operation of new or existing public infrastructure under a variety of different models. Recognizing the increased usage of P3 models, in November 2010 the Governmental Accounting Standards Board (GASB) issued Statement No. 60, Accounting and Financial Reporting for Service Concession Arrangements. Common examples of service concession arrangements discussed in GASB No. 60 include long-term arrangements involving toll roads, hospitals and student housing. The statement provides guidance on transferor accounting and financial reporting for facilities and related payments from an operator and how to record the associated obligations of the government. This webinar will: * Outline the drivers for P3 projects. * Identify sectors where P3 delivery models have been used or potentially could be used. * Describe a number of P3 delivery models. * Provide case studies of recent P3 transactions, the practical implications of each and the lessons learned for future projects. * Highlight specific examples and identify considerations for states considering future P3 projects to improve infrastructure delivery. * Discuss the accounting and financial reporting for different P3 models in the context of GASB Statement No. 60. Neil McMonagle, Grant Thornton, and Todd Webster, GASB, will share their knowledge and experiences during this event. In addition to hearing scheduled segments from our speakers, you will be able to ask questions during a live Q&A session. This webinar offers something for all government auditors, comptrollers and other government officials with a role in delivering public infrastructure. Please feel free to share this opportunity with others who might be interested in this topic. REGISTRATION INFORMATION Date: Tuesday, March 15, 2011 Time: 11-12:50 p.m. Pacific Standard Time Where: Veterans' Auditorium (limit 100 people) CPE: Two credit hours Cost: FREE (Hosted by SCD) Registration: https://ilearn.oregon.gov Registration for this event will be coordinated through iLearnOregon using the link provided above. You will need an active iLearnOregon account to complete the registration process. If you do not already have an iLearnOregon account, you can find information on how to create an account (for both state and non-state personnel) on the main log-in page for iLearnOregon. Once you have logged-in you will find a link for "How to Register For A Course" in the left navigation panel under "iLearnOregon Help Center." ________________________________ The National Association of State Auditors, Comptrollers and Treasurers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the web site www.nasba.org. More Info... General Information Register -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.jpg Type: image/jpeg Size: 10015 bytes Desc: image002.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 7065 bytes Desc: image001.jpg URL: From jeanne.bock at state.or.us Tue Feb 22 10:47:40 2011 From: jeanne.bock at state.or.us (BOCK Jeanne * SCD SARS) Date: Tue, 22 Feb 2011 10:47:40 -0800 Subject: [CAFR-Contacts-News] Training Opportunity - Subrecipient or Vendor? Message-ID: <4875EF345085BE48B9C4B7CA341EFB680125A1BB@exchnode01.ad.state.or.us> The State Controller's Division is sponsoring the Thompson Interactive audio conference "Subrecipient or Vendor? Sorting Out the Subaward of Federal Grant Funds NOW. The audio conference write-up provided by Thompson Interactive and information on date, time, location and how to sign up are below. Subrecipient or Vendor? -- Sorting Out the Subaward of Federal Grant Funds NOW A 90 Minute Interactive Audio Conference By design, many large federal grant programs involve subaward of most of the funds. Whether the direct federal grant is initially awarded to a state or local government, a college or university, or a non-profit organization, it is common for there to be a significant network of "lower tier" organizations or "partners" that are involved with implementation of the funded activities. But, in many cases, that's where the certainty ends. That's because precision in the way those relationships are handled is often lacking. And the federal government's own regulations and policies on subgranting and contracting can often be confusing. But, then, why should anyone care? In a nutshell, because determining whether a lower tier organization is a subrecipient or a vendor triggers significantly different responsibilities for those that are awarding funds and those that are receiving them. And, over the last several years, arguments on the subject have often resembled a contact sport with program staff, financial and grant managers, and independent auditors all joining the fray. This audio conference will help you clear up the confusion. By analyzing and evaluating key provisions of Office of Management and Budget Circulars on administrative requirements, cost allowability, and audit and other important guidance, speaker Bob Lloyd will identify the characteristics and award features that will effectively define whether a financial relationship involves a subrecipient or a vendor and the administrative and oversight consequences of that decision. Major Learning Points and Questions That Will Be Answered: * What federal policies govern the nature of the relationships? * What do they say and do they conflict with one another? * Is the relationship defined by the type of awarding or lower tier organization? * What kinds of characteristics are indicative of a subrecipient relationship? * What kinds of characteristics are indicative of a vendor relationship? * Are there specific award features that, if included, define the relationship? * Once we have the relationship right, what do we do next? Learn More! Who Should Attend: * Grants Managers * Contracting Officers * Purchasing Staff * Financial Staff * Program Managers * Internal Auditors Date: Monday, March 21, 2011 Time: 11:00 a.m.-12:30 p.m. Pacific Standard Time Location: Veteran's Auditorium Prerequisite: Background knowledge of federal grants management Advance Prep: None required CPE: 1.5 credit hours awarded upon completion of the audio conference and its post-conference survey Cost: FREE (Sponsored by SCD) Registration: https://ilearn.oregon.gov Registration for this event will be coordinated through iLearnOregon using the link provided above. You will need an active iLearnOregon account to complete the registration process. If you do not already have an iLearnOregon account, you can find information on how to create an account on the main log-in page for iLearnOregon. Once you have logged-in you will find a link for "How to Register For A Course" in the left navigation panel under "iLearnOregon Help Center." If you have questions, please contact Jeanne Bock at Jeanne.bock at state.or.us or by phone at 503-373-7277 ext. 268. -------------- next part -------------- An HTML attachment was scrubbed... URL: From jeanne.bock at state.or.us Tue Feb 22 10:50:19 2011 From: jeanne.bock at state.or.us (BOCK Jeanne * SCD SARS) Date: Tue, 22 Feb 2011 10:50:19 -0800 Subject: [CAFR-Contacts-News] training opportunity: Subrecipient vs. Vendor? Message-ID: <4875EF345085BE48B9C4B7CA341EFB680125A1BC@exchnode01.ad.state.or.us> The State Controller's Division is sponsoring the Thompson Interactive audio conference "Subrecipient or Vendor? Sorting Out the Subaward of Federal Grant Funds NOW. The audio conference write-up provided by Thompson Interactive and information on date, time, location and how to sign up are below. Subrecipient or Vendor? -- Sorting Out the Subaward of Federal Grant Funds NOW A 90 Minute Interactive Audio Conference By design, many large federal grant programs involve subaward of most of the funds. Whether the direct federal grant is initially awarded to a state or local government, a college or university, or a non-profit organization, it is common for there to be a significant network of "lower tier" organizations or "partners" that are involved with implementation of the funded activities. But, in many cases, that's where the certainty ends. That's because precision in the way those relationships are handled is often lacking. And the federal government's own regulations and policies on subgranting and contracting can often be confusing. But, then, why should anyone care? In a nutshell, because determining whether a lower tier organization is a subrecipient or a vendor triggers significantly different responsibilities for those that are awarding funds and those that are receiving them. And, over the last several years, arguments on the subject have often resembled a contact sport with program staff, financial and grant managers, and independent auditors all joining the fray. This audio conference will help you clear up the confusion. By analyzing and evaluating key provisions of Office of Management and Budget Circulars on administrative requirements, cost allowability, and audit and other important guidance, speaker Bob Lloyd will identify the characteristics and award features that will effectively define whether a financial relationship involves a subrecipient or a vendor and the administrative and oversight consequences of that decision. Major Learning Points and Questions That Will Be Answered: * What federal policies govern the nature of the relationships? * What do they say and do they conflict with one another? * Is the relationship defined by the type of awarding or lower tier organization? * What kinds of characteristics are indicative of a subrecipient relationship? * What kinds of characteristics are indicative of a vendor relationship? * Are there specific award features that, if included, define the relationship? * Once we have the relationship right, what do we do next? Learn More! Who Should Attend: * Grants Managers * Contracting Officers * Purchasing Staff * Financial Staff * Program Managers * Internal Auditors Date: Monday, March 21, 2011 Time: 11:00 a.m.-12:30 p.m. Pacific Standard Time Location: Veteran's Auditorium Prerequisite: Background knowledge of federal grants management Advance Prep: None required CPE: 1.5 credit hours awarded upon completion of the audio conference and its post-conference survey Cost: FREE (Sponsored by SCD) Registration: https://ilearn.oregon.gov Registration for this event will be coordinated through iLearnOregon using the link provided above. You will need an active iLearnOregon account to complete the registration process. If you do not already have an iLearnOregon account, you can find information on how to create an account on the main log-in page for iLearnOregon. Once you have logged-in you will find a link for "How to Register For A Course" in the left navigation panel under "iLearnOregon Help Center." If you have questions, please contact Jeanne Bock at Jeanne.bock at state.or.us or by phone at 503-373-7277 ext. 268. -------------- next part -------------- An HTML attachment was scrubbed... URL: