Daily Agenda: Introduction

Smith Hall/Albany Quadrangle @ Lewis & Clark College

Day One: Lewis & Clark College

Today's Learning Objective: Laying the Ground Work

• General Legal Concepts
• Policies Underlying the ESA
• Listing and Recovering Species

8:00 AM - Raz Bus available for boarding at The Paramount Hotel (downtown Portland) - Meet Linda in the Lobby

8:15 AM - Shuttle departs The Paramount Hotel for college campus

8:30 AM - Registration/Continental Breakfast Available
(breakfast included in tuition)

Welcome/Overview of Workshop & Learning Methods
with Janice Weis

Janice L. Weis, Assistant Dean & Director, Environmental & Natural Resources Law Program, Lewis & Clark Law School

Collaboration & Hot Issues
with Janice Weis

Break into groups, completing “biogrids” and begin brainstorming issues & questions regarding ESA and related laws & policies for “hot issues” list.

Introduction to Legal Process and Administrative Law
with Janice Weis

Overview of sources of law (U.S. Constitution, cases, statutes, regulations) federal court system, citizen suits, administrative discretion and its limits, and the standards of judicial review in agency ESA and other environmental cases.

Building a Framework for Conserving Biodiversity
with Professor Daniel J. Rohlf, Lewis & Clark Law School

Group discussion & exercise: How would you design a law to conserve biodiversity? Where does the ESA meet this goal? Where does the ESA fail to meet this goal? What roles do law and science play in the ESA?

Hint: Your advanced readings will be helpful here.

The ESA’s Listing Process and Recovery Planning: Section 4
with Professor Daniel J. Rohlf, Lewis & Clark Law School

Discussion of the main ESA provisions that govern the listing of species, designation of critical habitat, and recovery planning. Evaluation of the roles of law, science, and policy in these arenas.

ESA Prohibitions: Section 9
with Professor Daniel J. Rohlf, Lewis & Clark Law School

Overview of prohibitions once a species is listed.

Adjourn. Reception. Refreshments Provided.

Smith Hall/Albany Quadrangle @ Lewis & Clark College

Day Two

Today's Learning Objective: Understanding the Effect of Listed Species on Land Management Decisions

• Incidental Take for Federal Agencies & Non-Federal Entities
• The Process of Consultation

Quick Review of Day 1

The Role of Federal Agencies in ESA Implementation: ESA Section 7 & Consultation
with Dan Rohlf

Overview of federal agencies’ procedural and substantive duties under Sections 7(a)(1) and (a)(2) and process for allowable incidental take for federal agencies.

Q & A on Section 7 with Fish & Wildlife Service
Speaker TBA, U.S. Fish & Wildlife Service

Opportunity to ask questions of FWS about consultation; tips on making consultations effective; highlights from FWS/NMFS Consultation Handbook.

Section 7 Consultation Hypothetical
with Dan Rohlf

Pose consultation hypothetical. Small group work on hypothetical.

Wood Hall/Lezak Seminar Room @ Lewis & Clark College (initially)

Day Three

Today's Learning Objective: Evaluating Implementation of the ESA

• Roles of the statute, parties, and courts in enforcing and implementing the ESA

Field Trip Details - casual dress; lunch provided

Quick Review of Day 2

Perspectives of the Environmental Community
Instructor(s) TBD

What makes public interest lawyers & environmental organizations tick?

• Involving environmental groups in administrative decisions
• Integrating law and science in environmental cases

Law Library: Treasure Hunt Exercise & Discussion
with Janice Weis

Views from the U.S. Department of Justice
Speaker to be determined

The Future of Federal Courts: Tour of the Mark O. Hatfield U.S. Courthouse
Speaker to be determined

A Judicial Approach
U.S. District Court Judge, District of Oregon

Adjourn. Walk to Rock Bottom Restaurant for Appetizers & Dinner.
(Separate charge of $20.00 to be collected at beginning of program.)

Lewis Meeting @ RoomParamount Hotel

Day Four

Today's Learning Objectives: Where Do We Go From Here?

∙ The Practice of Endangered Species Management In the Field

∙ The ESA is Not a Vacuum: Laws Related to ESA

∙ Wrap Up & Conclusions

Quick Review of Day 3

The National Forest Management Act
with Janice Weis

Overview of NFMA.

Forest Service TES Policies & Procedures
Instructor TBD, USDA Forest Service, Region 6 (Portland)

Field Applications: Overview of the Forest Service’s TES program and tips for integrating TES Policies and Procedures.

ESA Enforcement: Section 11
with Janice Weis

An overview of civil and criminal enforcement mechanisms available to enforce the ESA.

Review of Hot Issues List and Final Q & A
with Dan Rohlf, Janice Weis

Closing “Game Show”' :: THIS -- IS -- JEOPARDY! (Pun intended)
wlith Dan Rohlf & Janice Weis

Test your knowledge: Determine the answer to the ESA questions with our own Alex Trebec imposters!

3:45 pm Adjourn - have a safe trip home!

Daily Agenda: Advanced

Day 1: Tuesday
Location: Lewis & Clark College - Albany Quadrangle, Room 218
(map sent when you register)

8:00 am

The shuttle will be available for boarding at 8:00 am and depart the Paramount Hotel at 8:10 am.
Arrive the college at 8:30 for check in and continental breakfast provided.
Lunch (on their own)

Today's Objective: Refresher Course on the Ground Work

• Legal Concepts Polices
• Underlying the ESA
• Listing and Recovering Species
• Other Main Provisions of the ESA

Welcome/Overview of Course & Learning Methods
Janice L. Weis, Assistant Dean - Director of Environmental & Natural Resources Law Program
Northwestern School of Law, Lewis & Clark College

Collaboration and Hot Issues - Janice Weis
Break into groups to:

• complete "biogrids" and
• develop list of issues and questions regarding ESA and related laws & policies for "hot issues" list

Advanced Refresher: Legal Process and Administrative Law - Janice Weis
Overview:

• Sources of Law US Constitution, cases, statutes, regulations
• Federal court system
• Citizen suits
• Administrative discretion and all its limits
• Standards of judicial review in agency environmental cases

Main Provisions of the ESA: Advanced Overview
Professor Daniel J. Rohlf, Northwestern School of Law of Lewis & Clark College
Discussion of the main ESA provisions that govern the listing of species, designation of critical habitat, and recovery planning.
Evaluation of the roles of law, science, and policy in these arenas. Overview of prohibitions once a species is listed.

5:00 pm Adjourn. Reception.

6:00 pm Shuttle departs college for Paramount Hotel.

Day 2: Wednesday

Today's Objective: Understanding the Effect of Listed Species on Land Management Decisions

• Incidental Take for Federal Agencies & Non-Federal Entities
• The Process of Consultation

8:00 am
Location: Lewis & Clark College - Albany Quadrangle, Room 218.
The shuttle will be available for boarding at 8:00 am and depart the Paramount Hotel at 8:10. Arrive the college at 8:30, continental breakfast provided.
Lunch (on their own)

Review of Day 1

The Role of Federal Agencies in ESA Implementation: ESA Section 7 & Consultation
Dan Rohlf & Invited Fed Agency Program Leader
Overview of federal agencies' procedural and substantive duties under Sections 7(a)(1) and (a)(2) and process for allowable incidental take for federal agencies through use of hypotheticals.. The hypotheticals will raise "typical" issues raised in TES planning and management by the Forest Service such as the intersection with private lands.

Wrap up Hypothetical - Work/Begin Full Group Discussion (Breaks as needed).

4:30 pm (approximately)
Adjourn. Shuttle departs for dinner spot ($20/person to be collected)

Day 3: Thursday

Today's Objective: Where Do We Go From Here?

• The Practice of Endangered Species Management In the Field
• The ESA is Not a Vacuum: Laws Related to ESA
• Wrap Up & Conclusions

8:00 am
Location: Paramount Hotel. 8:30 breakfast provided.

Lunch (on their own)

Review of Day 2

Implementing the ESA Through USDA Forest Service TES Procedures and Policies
Elaine Rybak, TES Biologist, Region 6 (Portland)
Field Applications: Implementing the ESA, along with related laws, such as NEPA and NFMA, in the field.
Overview of Forest Service TES Policies and Procedures; case examples.

Recent Cases and Current Legal Issues
TBD, Office of General Counsel (Portland)
A discussion of important legal issues involved in implementing the ESA; Q and A with one of your own lawyers.

Review of Hot Issues List and Final Q & A
Dan Rohlf, Janice Weis, OGC

2:30 pm Closing "Game Show"
THIS -- IS - - JEOPARDY! (Pun intended.)
Test your knowledge: Determine the answer to the ESA questions with our own Alex Trebec imposters!
Dan Rohlf & Janice Weis

3:45 pm
Adjourn. Have a safe trip home!

Recommended Preparation

This is primarily directed to folks attending the "Intro" workshop. However, it is applicable to the "Advanced" workshop as a good place to review.

On behalf of Northwestern School of Law of Lewis & Clark College, we thank you for registering for the Policy and Legal Aspects of Endangered Species Management workshop being held on the Lewis & Clark College campus.

Our institution has a long tradition of academic excellence. The law school at Lewis & Clark is recognized nationally for its extensive natural resources and environmental law program. The program is consistently ranked the best in the country. Now thirty years old, the environmental program includes an impressive curriculum for our students and the community and a faculty of unusual depth and diversity. The law school is committed to providing a wide range of perspectives on environmental and natural resources law in the classroom and in workshop such as this.

We provided information about the workshop, including the key administrative details. Please review this information carefully and call Linda at (503) 768-6784 if you have any questions. In addition, we want to provide you with some background and instruction for the substantive aspects of the workshop.

As the draft agenda indicates, we have designed the workshop to build on the knowledge you have gained as practitioners and the knowledge our program faculty have as a result of academic and practical experience. We have designed the workshop to build on several types of creative tension. One kind of tension is between abstract knowledge and practical experience as suggested above. Another tension is between internal agency practice and external expectations. A third tension is between what has been done in the past and what should be done in the future. One reason for coming to institutions of liberal education such as ours is to hold ideas of "best practice" up to the light and to engage in critical dialogue about those practices.

Please note that the agenda is still in the development stage. We are finalizing speakers and topics, but wanted to provide you with the general layout of what we plan to accomplish when. We will have a final schedule available shortly before the workshop.

A few important notes: The workshop is intended to be highly interactive. We will provide many opportunities for you to participate through group discussion, breakout sessions, and group projects. In order to make this workshop worthwhile, productive, and enjoyable, we welcome your participation and expect you to bring your practical experience and knowledge to bear on the discussions.

You can begin to prepare for this interactive setting in three important ways. First, please complete the enclosed questionnaire and return it to us. The questionnaire asks you to spend a few minutes jotting down questions you may have about the Endangered Species Act (and related areas) and identifying particular problems or issues you may have. Focus on problems that help you understand the act and its implementation. While our faculty cannot give you specific legal advice, we want to discuss common issues as a group. In addition, you will have an opportunity to ask specific legal questions of your own lawyers from the Office of General Counsel during the course.

Second, we ask that you bring to the workshop examples of successful and unsuccessful TES management from your forest (e.g., a BE/BA, consultation, public hearing, meeting, etc. that went particularly smoothly or poorly and why). Think of examples that provide "lessons learned" or that have the potential to yield such lessons.

Third, please read the enclosed advanced readings and ask yourself the following questions:

(1) What are the strengths and weaknesses of the ESA? If you could suggest one change to improve our ability to meet the goals of the act, what would it be? Conversely, what aspect of the act as you currently understand it is most critical to the success of meeting ESA policy goals?

(2) Do you see the ESA as primarily a matter of science or law? How could we improve the scientific aspects of the ESA? How could we improve its legal aspects?

(3) How do scientists, lawyers, and administrators who work with the ESA approach this law? What kinds of questions do they ask first? Are their methods of approaching the law the same or different? Are their concerns under the ESA the same or different?

Our intent is to provide a relaxing yet rigorous learning environment for you. Dress comfortably and come with an open and inquisitive mind. We always learn a great deal from your comments, questions, and experiences.

Please call if you have any questions or suggestions. I can be reached at (503) 768-6649. We look forward to meeting you.

Sincerely,

Janice L. Weis, Environmental & Natural Resources Law
Natural Resources Law Institute
Northwestern School of Law of Lewis & Clark College

Logistical Information - Introduction

Tuition: $930

Logistics and Welcome letters sent to registered participants by the vendor.

Payment: Lewis & Clark Law School accepts various forms of payment: VISA, Check or SF182.
No processing fee is charged for VISA.
Unless paying by VISA, if you have not sent your SF182 form, you must bring it to registration on Monday of the workshop.

If you do not have this form with you and are unable to get a copy faxed during the week, you will need to pay the tuition before the end of the workshop and seek reimbursement from your employer.

For US Forest Service participants, your SF182 needs to be created in AgLearn.

Dropping from the Workshop: Pretty simple -- find a sub or pay fixed cost. Tuition is low cost for this workshop so we do not have a lot of leeway on letting people drop. The budget has been set and spent based on your current confirmation. Check with us first, just in case we have a waiting list. Thank you for your understanding and consideration.

Agenda: Please take a moment to review the draft agenda. While the topics and speakers may change, the times will not. Please note that the workshop begins at 8:30 a.m on Monday. Please make your travel arrangements to arrive Sunday.

Meals: Your tuition includes the following meals: continental breakfast each morning; and box lunch on Wednesday. Wednesday night dinner has a $20 separate collected that day.

On the days we do not provide lunch, Lewis & Clark has two cafeterias that offer a wide variety of reasonably priced foods. If you have any special dietary or accessibility needs, please call Linda.

Accommodations: A block of rooms are reserved at The Paramount Hotel (contact info below). Reserve your room before the cut-off date to make sure you get the room rate. You will need to call the hotel and confirm your lodging arrangements with your credit card. Payment for your accommodations will be due upon your arrival at the hotel. When choosing the days you will be needing a room, please consider that the conference begins around 8:30 AM on Monday morning, and ends with dinner at 8:00 PM on Thursday.

• Tax exempt forms will be available at the hotel for you to complete when you check-in.
  For Hotels in the Portland city area.
• Or download a tax exempt form from this web site: Tax Exempt Form
• Or get a copy from your fiscal person and bring the form with you!

Hotel: The Paramount Hotel
1-503-223-9900
808 SW Taylor Street (at Park Avenue)
Portland, OR 97205 US

www.portlandparamount.com

Room block: TBA
Dates for Room block: TBA
Check-in time is 3:00 pm
Lodging Rate: TBA
Show your Government ID at check-in to be exempt from Portland city occupancy tax of 12.5%. Also need to use your Government credit card to be exempt from the occupancy tax.

GSA Domestic Per Diem Rates

You can make your reservations by calling the hotel directly at 503-223-9900 and asking for the Lewis & Clark Law School rate. The rate will be honored three days prior to and three days after the dates of the room block.

Valet parking is available at the rate of $25.00 per night.

Transportation: Most of the workshop will be on the Lewis & Clark campus, as well as the law campus. There will be a shuttle available from downtown Portland, if that is where the hotel group lodging arrangements are made. Also, the field trip will be in downtown Portland. If participants have their own vehicle, parking permits will be issued, however, parking can be difficult on the campus.

You will be flying into Portland International Airport. It is approximately a thirty minute drive from the airport to the Hotel (about $35 cab fare). If you are staying downtown, there is a shuttle that leaves the airport every 30 minutes for downtown Portland-the cost is $9.00. Please note that the airport is in the middle of a massive remodeling effort, so allow extra time getting to and from the airport.

Parking: Parking at Lewis & Clark College is extremely difficult. If you choose to drive yourself, please plan on arriving early for the seminar each day to find parking. Also, please let Linda D'Agostino know if you will be using your own vehicle so that a temporary parking pass is arranged.

Of Interest: Downtown Portland is known for its public art, urban parks, restaurants, and microbrew pubs. Items of interest if you arrive early or leave late: hiking in the largest city park in the U.S., strolling along the Willamette River, or browsing through the famous Powell's Bookstore, encompassing an entire city square block. There are a large number of web sites on things to do in Portland.

Lewis & Clark College is located on a beautiful estate high above the Willamette River. The college is two blocks from Tryon Creek State Park with 600 acres of hiking trails. Both the campus and the state park are perfect for walks during lunch breaks.

Weather: In March, you can expect a variety of weather in Portland with a certainty of rain. Temperatures range from the low-fifties to the low-sixties. Temperatures range from the low-fifties to the low-sixties. A portion of the field trip on Wednesday is outside so be sure to bring a warm coat and comfortable walking shoes.

Please call with questions. Phone at (503) 768-6784; Fax at (503) 768-6751, or via e-mail at lindad@lclark.edu

Logistical Information - Advanced

Tuition: TBA

Payment: Lewis & Clark Law School accepts various forms of payment: VISA, Check or Direct Deposit. For the Forest Service, Direct Deposit is conducted through ASC/Misc. Payment process. Lewis & Clark does NOT charge an additional fee for the use of a credit card. Linda's mailing address: Environmental & Natural Resources Law Program Lewis & Clark Law School, 10015 SW Terwilliger Boulevard, Portland, OR 97219. No processing fee is charged for VISA.

Agenda: Please take a moment to review the draft agenda. While the topics and speakers may change, the times will not. Please note that the workshop begins at 8:30 a.m on Tuesday. Please make your travel arrangements to arrive Monday.

Meals: Your tuition includes the following meals: continental breakfast each morning and snacks. If you have any special dietary or accessibility needs, please call Linda.

Accommodations: A block of rooms are reserved at Paramount Hotel (contact info below). Reserve your room before the cut-off date to make sure you get the room rate. You will need to call the hotel and confirm your lodging arrangements with your credit card. Payment for your accommodations will be due upon your arrival at the hotel. When choosing the days you will be needing a room, please consider that the conference begins around 8:30 AM on Monday morning, and ends 3:45 pm on Thursday.

A block of rooms have been reserved for at The Paramount Hotel under "Lewis & Clark Law School" the rate is $xxx/night. Reservations need to be made by TBA. If you plan to drive, current overnight parking at the hotel is $25/day.

Please book your reservation by February!

• Tax exempt forms will be available at the hotel for you to complete when you check-in.
  For Hotels in the Portland city area only.
• Or download a tax exempt form from this web site: Tax Exempt Form
• Or get a copy from your fiscal person and bring the form with you!

Lodging:
Paramount Hotel
1-503-223-9900
808 SW Taylor Street (at Park Avenue)
Portland, OR 97205 US

www.portlandparamount.com

Room block: under "Lewis & Clark Law School"
Dates for Room block: TBA
Make Reservation/Confirmation By: TBA
Lodging Rate: TBA
GSA Domestic Per Diem Rates

Transportation: The workshop will be on the Lewis & Clark campus. There will be a shuttle available from downtown Portland. If participants have their own vehicle, parking permits will be issued, however, parking can be difficult on the campus.

You will be flying into Portland International Airport. It is approximately a thirty minute drive from the airport to the Hotel (about $35 cab fare). If you are staying downtown, there is a shuttle that leaves the airport every 30 minutes for downtown Portland-the cost is $9.00.

Parking: Parking at Lewis & Clark College is extremely difficult. If you choose to drive yourself, please plan on arriving early for the seminar each day to find parking. Also, please let Linda D'Agostino (lindad"at"lclark.edu) know if you will be using your own vehicle so that a temporary parking pass is arranged.

Of Interest: Downtown Portland is known for its public art, urban parks, restaurants, and microbrew pubs. Items of interest if you arrive early or leave late: hiking in the largest city park in the U.S., strolling along the Willamette River, or browsing through the famous Powell's Bookstore, encompassing an entire city square block. There are a large number of web sites on things to do in Portland.

Lewis & Clark College is located on a beautiful estate high above the Willamette River. The college is two blocks from Tryon Creek State Park with 600 acres of hiking trails. Both the campus and the state park are perfect for walks during lunch breaks.

Weather: In February, you can expect a variety of weather in Portland with a certainty of rain. Temperatures range from the low-fifties to the low-sixties. Bring a warm coat and comfortable walking shoes.

Please call with questions. Phone at (503) 768-6784; Fax at (503) 768-6751, or via e-mail at lindad@lclark.edu

SF182 Information

THIS INFORMATION WILL BE UPDATED JULY 2010 FOR THIS 2011 OFFERING.

It is mandatory for Forest Service employees to create SF182s in AgLearn. The following information should help with the process.

As with most things...its not hard once you know how.
Background: All the WFW-Continuing Education workshops are listed as "internal".
USDA set up the SF182 process in AgLearn for "external" listed only. Purchasing agents and travel processing clerks want SF182s for any training that costs money and/or involves travel so you still need to do it.

For Travel Voucher: Multnomah County

Getting to your SF182 in AgLearn

Step 1. Log into AgLearn

Step 2. Be sure your supervisor is listed in your profile ("Click" on your name at the top of the page to access your Personal profile.)

Step 3. go to “Easy Links” on the right hand block, black table inside the box; Right hand column of the black table; 2nd row – underneath “Reports”. Cursor over and click/select.
New page comes up: Requests, Authorizations, Agreement & Certification of Training. Click/Select bottom right “New Request” button. [Read directions at top of table]

NOTE: don't confuse the use of the word "request" here with "request" used in other parts of AgLearn.
Filling out an SF182 all by itself will NOT automatically register you for training or request unscheduled training. This part of AgLearn is not connected to the registration side of AgLearn.

Filling in the SF182 in AgLearn

Section A: Trainee Information
Step 4. You should see the SF182 populated with some of your personal information. You do NOT have to provide your social security number (shouldn't be on the form anymore) or home address. The form probably lists the address where your time sheet is routed to NFC...not your real home or office address. If you see this - you can delete it.

Step 5. Fill in the other info per usual habit.

A. Agency Code, agency sub element and submitting office number.
Optional Field – if don’t know it, skip and move on. If you happen to know your "number" go ahead and fill it in. It might automatically fill in.

B. Request Status / Record Action (Optional Field): – choice of ‘Add’ or ‘Delete’; Choose ‘Add’ if doesn't auto fill.

A.1 Applicant’s Name Pre-populated

A. 2 & 3? Missing from the form. Must be the unnumbered fields for your name.

A.4 Home Address (Optional Field): – Pre-populated; delete if you want – private & not needed

A.5 Home Phone (Optional Field): – Pre-populated; delete if you want – private & not needed

A.6 Position Level (Mandatory Field): Select one of the following:

6a. Non supervisory - Anyone who does not have supervisory/team leader responsibilities.

6b. Supervisory - First line supervisors who do not supervise other supervisors; typically those who are responsible for an employee's performance appraisal or approval of their leave.

6c. Manager - Those in management positions who typically supervise one or more supervisors.

6d. Executive - Members of the Senior Executive Service (SES) or equivalent.

A.7 Organizational Mailing Address Field - office mailing address. This should pre-populate in AgLearn. Sometimes it puts the administrative address where your paperwork is handled which is not always where you actually work. Enter the office address where you pick up mail. Any training materials will be mailed to this address.

A.8 Office Phone (Optional Field): Enter the trainee’s telephone number. Include area code, office number and extension.

A.9 Work Email Address (Optional Field)

A.10 Position Title (Optional Field): – Enter the trainee’s current position.

A.11 Applicant Handicapped or Disabled (Optional Field): If the trainee is in need of special arrangements (brailing, taping, interpreters, facility accessibility, etc); describe the requirements in the space provided or on a separate sheet. This is new – and really important for the vendor to know ASAP to ensure a quality product.

A.12 Type of Appointment (Optional Field): – Pre-populated

A.13 Education Level (Optional Field): – Pre-populated

A.14 Pay Plan (Mandatory Field): If not pre-populated, enter the trainee’s pay plan. (e.g., GS, WG, ES…Pay Band)

A.15 Series (Mandatory Field): If not pre-populated, enter the trainee’s position classification four digit series. (e.g., 0201)

A.16 Grade (Mandatory Field): – If not pre-populated, enter the trainee’s grade level. (1-15)

A.17 Step (Optional Field): Enter the appropriate step. (1-10)

Section B: Training Course Information

B.1a Training Vendor Name For 'Policy and Legal Aspects of Endangered Species Management'
Janice Weis, JD - Environmental & Natural Resources Law Program, Lewis & Clark College

(Mandatory Field):– Tab over to second cell and type in 'Lewis & Clark Law School' (vendor name) in field labeled “If other, please specify”. You only have 30 spaces.

Note: This is probably a faster route no matter what training you are taking; rather than scroll down the long random list.

Information for the 'Policy and Legal Aspects of Endangered Species Management' course is below. For the WFW/CE program, the vendor contact information is also available at our website: www.fs.fed.us/biology/education

Street Address:10015 SW Terwilliger Boulevard
(Mandatory Field): enter street address.

City: Portland
(Mandatory Field):– enter city of training vendor.

State/Province: OR
(Mandatory Field): Field –enter state of training vendor.

Postal Code: 97219-7899
(Mandatory Field):– enter postal code of training vendor.

Country: USA
(Mandatory Field):Field –enter country of vendor; usually USA (no kidding)

B.1b Location of Training Site (Optional Field): Provide town/state of the training site if different from B1a. If same, mark box labeled “If same, mark box”.
For 'Policy and Legal Aspects of Endangered Species Management' course: On campus - Lewis & Clark College/Law School - Albany Quadrangle

B.1c Vendor Email Address (Optional Field): – lindad"at"lclark.edu

B.1d Vendor Telephone Number (Optional Field): 503-768-6751

B.2a Course Title (Mandatory Field): – Enter the title of the course or the program that the trainee is scheduled to complete.

Policy and Legal Aspects of Endangered Species Management

B.2b Course Number Code (Optional Field): – We use the AgLearn Schedule ID: 23860 (for FY2010)

B.3 Training Start Date (Mandatory Field):– Enter the start date of the training to be completed by the trainee.

Note: The label for the field incorrectly defines the format. Please use the calendar icon to select the date or enter the date manually in the following format: mm/dd/yyyy
10/31/11

B.4 Training Complete Date (Mandatory Field): – Enter the end date of the training to be completed by the trainee.

Note: The label for the field incorrectly defines the format. Please use the calendar icon to select the date or enter the date manually in the following format: mm/dd/yyyy
11/03/11

B.5 Training Duty Hours (Mandatory Field): Enter the number of duty hours for training.

36 duty hours (PLA: Introduction); 24 duty hours (PLA: Advanced)

B.6 Training Non-Duty Hours (Mandatory Field):- Enter the number of non-duty hours for training.

0 (zero) non-duty hours

B.7 Training Purpose Type (Mandatory Field): – From the drop-down list, select the purpose for taking this course or program using the appropriate training purpose type code. We recommend 03: Improve/Maintain Present Performance - Training to provide the knowledge, skills and abilities needed to improve or maintain proficiency in present job. Though for B.9 it seems you should pick 01: Program Mission.

B.8 Training Type Code Hidden Field
Determined by selection of Field #9 (Training Sub-Type Code)

B.9 Training Sub-Type Code (Mandatory Field):– From the drop-down list, select the Training Sub-Type code that applies to the requested training. We recommend either: 01_01: Training Program-Legal or 01_03: Training Program-Scientific.

B.10 Training Delivery Type Code (Mandatory Field):– Enter the Training Delivery Type code. 01 – Traditional Classroom

B.11 Training Designation Type Code (Mandatory Field): Enter the Training Designation Type Code: 05 – Not Applicable (N/A)

B.12 Training Credit (Mandatory Field): Enter 0; no credits earned.

B.13 Training Credit Type Code (Mandatory Field): Enter 04 – Not Applicable (N/A)

B.14 Training Accreditation Indicator (Mandatory Field):– Enter No (N)

B.15 Continued Service Agreement Required Indicator (Mandatory Field): Enter No (N)

B.16 Continued Service Agreement Required Expiration Date (Optional Field): – Enter N/A or leave blank

B.17 Training Source Type Code (Mandatory Field): –01: Government Internal - Training provided by a Federal department, agency, or independent establishment for its own employees.

B.18 Training Objectives (Optional Field): Increase participants' understanding of policy and legal aspects of managing threatened, endangered and sensitive species.

More in-depth, and specific to the individual participant's home unit situation, than the "Introductory" workshop with hands on application to home unit projects. Bring home unit project to work on. Significant pre-workshop communication occurs between the participants and vendor regarding home unit situations in developing the workshop agenda. Lewis & Clark College staff will work in tandem with OGC and other experienced agency professionals, highlighting specific "lessons learned" from case studies, as well addressing individual concerns. Terrific for people who have been doing ESA for 'decades' but want to stay up to date.

B.19 Agency Use Only (Optional Field): For use by an agency as needed. Skip it.

Section C: Cost and Billing Information

C.1 Direct Cost and appropriation/fund chargeable (Mandatory Field):– Enter the following data:

1a. Tuition – $930

Insert the actual/final cost of training tuition and fees for training completed by the employee that was paid for by the Federal Government.

Enter the associated budget and accounting code in the Appropriation Fund field. Something like “0100 NFVW00”.
INCLUDE your Override code too!

1b. Books or Materials - $0.00

1c. Total Cost - $930

C.2 Indirect Cost and appropriation/fund chargeable (Mandatory Field):– Enter the following data:

2a. Travel - Insert the actual/final travel cost excluding per diem for training completed by the employee that was paid for by the Federal Government. You need to calculate this based on if you are traveling by walking, metro, driving, flying, shuttle, taxi or any combination.

Enter the associated budget and accounting code in the Appropriation Fund field. Something like “0100 NFVW00”. INCLUDE your Override code too!

2b. Per Diem - Insert the actual/final per diem cost (e.g., meals, lodging, miscellaneous expenses) for training completed by the employee that was paid for by the Federal Government. You can get Per Diem from the GSA website.

Per diem: GSA Domestic Rate; $139.00 lodging/$66.00 M&IE

Enter the associated budget and accounting code in the Appropriation Fund field.

2c. Total - The total cost is system generated after the Travel and Per Diem costs are entered.

C.3 Total Training Non-Government Contribution Cost: (Optional Field): Enter the cost contributed by the trainee or other non-Government organizations for the training completed by the trainee.

C.4 Document/Purchase Order/Requisition Number: (Optional Field): Not applicable for the WFW-Continuing Education workshops. Workshop vendors accept credit cards, checks, cash. Forest Service - you can pay by credit card; NOT your travel card, but a "Purchasing Card". You may not have purchasing card, but your Purchasing Agent does.

C.5 8-Digit Station Symbol (Optional Field): – Enter the 8-digit station symbol of the nominating Agency Finance Office.This is the same number discussed at the top of this document for field “A”. Skip it if you don’t know it off the top of your head.

C.6 Billing Instructions (Optional Field): – Normally asking for ASC address. For WFW-Continuing Education workshops, this is not applicable because the SF182 is not used as a billing document. It is used assuring supervisor approval. You do need to process payment to the vendor via credit card or other payment processes provided by the vendor.

NOTE from HR/AgLearn: It is your responsibility to make a training request in AgLearn, ensuring the proper forms (an SF-182 and any other needed documents) are completed. Final approvals in accordance with our agency’s training policies must be received before going forward with the registration for any training request. Work with your Training Specialist to ensure that all training and budget approvals are properly obtained.

Questions? Problems? Contact Shelly Witt, USFS, WFW-Continuing Education Program Leader. Happy to help.

The Government Travel Card may never be used to pay for training, training fees, or conference fees. The use of your personal credit card is also inappropriate, and may lead to personal financial responsibility for any training costs.

'Submit' Your SF182

Signature blocks will show up after you submit the form in AgLearn.

Step 6. Go to the bottom of your screen and hit submit. This will send a message to your Supervisor's email box (hence why we need your supervisor info in your profile before you start - and your supervisor needs to have his/her email info entered in AgLearn). You should see the status show up immediately in your AgLearn profile - the page where you first clicked "New Request".

Once you get supervisor approval you should print your SF182 and run it through the usual purchasing/payment route. Lewis & Clark accepts credit card or check or they can invoice. Just call Linda D'Agostino (503-768-6784).

NOTE: some supervisors don't notice the AgLearn email because it can come from "Plateau" (AgLearn's real software name). On rare occasions the FS Spam filter can filter out the email. Always good to ask your supervisor to go into AgLearn and approve the SF182.

AgLearn will NOT automatically pay the vendor.

That should be "it"! About 6 fun steps. Thanks for taking the time to fill it out! Hope it doesn't take all day.

After the workshop: When you return from the course you need to go back into your AgLearn profile and "verify" you attended. Your supervisor will need to do this too. Otherwise you will get naggy emails later on. HRM has information docs setting out all this on their internal website.

Feel free to call (435-881-4203) or email Shelly Witt if you need help.

Disclaimers | Freedom of Information Act (FOIA) | Privacy Notice

Forest Service Continuing Education for Natural Resource Professionals
Author: Shelly Witt, National Continuing Education Coordinator,
WFW staff
Email: switt01@fs.fed.us
Phone: 435-881-4203
Publish_date:2/24/98
Expires: none

Photo Credits

USDA Forest Service
P.O. Box 96090
Washington, D.C. 20090-6090
(202) 205-8333