How to Write Subaward Agreements Using OMB's New Template
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Webinar • Thursday, October 11, 2018 • 2:00-3:30 p.m. ET

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Webinar Details

Prerequisites: Some knowledge of federal grant management and audit requirements is helpful

Recommended Field of Study: Specialized Knowledge and Applications

Program Knowledge Level: Basic

Advanced Preparation: None

One of the biggest take-aways from the high profile “Super Circular” federal grant reforms is the need to understand its ramped-up policies on subaward management and monitoring. Key to complying with these policies is writing subaward agreements.

Recognizing just how often primary recipients pass federal funds through to other organizations, the Office of Management and Budget retooled its guidance on distinguishing between subrecipient and contractor relationships. It reiterated longstanding policy that the substance of the relationship is the key determinant. So that leads to the conclusion that the contents of the agreement between the so-called “pass through entity” and another organization determines the nature of the relationship.

Therefore, preparing the subaward agreement properly is critically important. OMB provides instruction about some of the elements that must be in the agreement. But that guidance is really just a starting point. It’s still up to the pass-through entity to craft subaward documents — and to make sure they contain everything that should be there and do not include things that don’t belong.

This webinar will help you accomplish the important job of writing compliant, workable subaward agreements. You’ll learn all about:

  • The characteristics indicative of subawards of federal assistance
  • The required data elements that must be included in the award document
  • Which federal policies applicable to the pass-through entity must flow through
  • Which federal policies don’t apply to subgrants by their terms
  • Other subaward guidance OMB is permitting federal agencies to issue
  • The rules related to supplemental requirements crafted by the pass-through entity
  • How and when requirements related to immigration law enforcement kick in
  • What generic features it makes sense to include in your agreements
  • Whether and how post-award monitoring should be addressed in the agreement
  • Various requirements that apply to so-called “fixed amount” subawards

Join Bob Lloyd, principal of Federal Fund Management Advisor™, for this timely and comprehensive discussion of this complex subject.

Who Should Attend?

  • Grant and contract managers
  • Sponsored programs administrators
  • Subaward managers
  • Purchasing managers
  • Federal program managers
  • Principal investigators and other research staff
  • Legal counsels
  • Finance directors
  • Accounting staff

Hand-out Materials:

Attendees will receive presentation slides as well as access to background materials.

Allowable Charges

The costs of webinars sponsored by Federal Fund Management Advisor™ are allowable charges to your federal grants and subgrants. The cost principles issued by OMB under its uniform guidance (and applicable to all types of awardees) state, “The cost of training and education for employee development is allowable” (2 CFR 200.472).

Attend this Live Webinar and Earn up to 1.5 CPE Credits

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This valuable resource will help you and your grants management team:

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  • Understand contract clauses in agreements for procurement under grants
  • Apply the general tests of allowability
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  • Know which clauses flow down when crafting a subaward
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