How to Draft and Use Subgrant Agreements

Webinar - Listen On-Demand or Get a CD!

The On-Demand recording will be available immediately upon purchase* as a link within a PDF file of the accompanying written materials. CDs and printed materials are shipped via USPS.

This webinar is the third in a four-part series, The Subaward Series: A Comprehensive Look at Requirements and Best Practices for Subawarding Federal Grant Funds. Attend more than one webinar in the series and save 25%! Just enter coupon code "25OFF" at checkout. Click here to learn more.

The terms and conditions of the subgrant agreement are really the driving force for everything that is supposed to happen during the performance period. When you include a provision in the document, you create a need to inform the subrecipient what it means, interpret it when there’s a question, monitor to see whether it’s being followed, enforce it when it’s not and pay the cost of all that interaction. So properly drafting these agreements and using them is fundamental to effective federal grant management.

This webinar session will present authoritative and practical instruction on how to do that. You’ll learn about:

• Use of correct terminology drawn from applicable federal policies;
• The variables affecting different types of “pass-through” entities and subrecipients;
• How to start fresh with a new award template;
• Why proper sequencing of provisions can make post-award management easier;
• Which federal policies (strings attached) must be flowed through;
• Where to obtain accurate language for terms and conditions; and
• How to make the job of future modification and improvement less daunting.

Join Bob Lloyd, Principal of Federal Fund Management Advisor and an experienced grants manager who has handled these requirements first hand, for this informative and timely program. And check out the other webinars in The Subaward Series: A Comprehensive Look at Requirements and Best Practices for Subawarding Federal Grant Funds — when you attend more than one of the four-part series, you’ll save 25%! Just enter coupon code "25OFF" at checkout. Click here to learn more.

Level: Intermediate
Prerequisites: Some knowledge of federal grant management and audit requirements is helpful
Advanced preparation: None

Hand-out Materials

Attendees will receive presentation slides as well as background documents.

Course Instructor

BOB LLOYD is a respected authority on policies and practices affecting the award, administration and oversight of federal grants, contracts and subawards. Mr. Lloyd has nearly 40 years of experience in federal award implementation. Prior to starting his management consulting practice in Washington, D.C., in 1982, he served as the executive director of the Grants Management Advisory Service and held staff positions in two large federally funded organizations. Since then, he has been a consultant, trainer or advisor to award and audit units in sixteen federal award-making departments and agencies, and to recipient and subrecipient organizations and their professional advisors located in all 50 states, the District of Columbia, several U.S territories and 18 foreign countries. He is the principal author of several reference works on federal grants management and audits, and currently serves as contributing editor to Federal Grants News and Federal Auditing News, published jointly by Atlantic Information Services, NACUBO and NCURA. He also is a Charter Life Member of the National Grants Management Association and served on its Board of Directors for five years.

Who Should Attend?

• Sponsored Programs Administrators
• Grant and Subgrant Managers
• Finance Directors and Staff
• Program Managers
• Internal Auditors
• External Auditors

Shipping Information

CDs (and accompanying written materials) are shipped via UPS. Please give us your street address when you order (UPS does not deliver to PO boxes). You should receive your order within two weeks.* Shipping and handling cost is $12.

The On-Demand Recording will be delivered as a link within a PDF file of the accompanying written materials. Shipping will NOT be charged for this item.

• If you order the On-Demand Recording before the conference date (by itself or in combination with the live Webinar), you will be sent an e-mail with the PDF file attached once the recording is available.*
• After the On-Demand Recording is available*, if you order on this website through our secure shopping cart, you will receive an e-mail, immediately after submitting your order, with a link directing you to download the PDF file. If you order through our customer service department (by phone, mail, fax or e-mail), you will be sent an e-mail with the PDF file attached.

Rush Orders: Please call us at 800-521-4323 to place a rush order.* We will overnight your order for an additional charge of $30, or you can give us your FedEx or UPS account number and we will charge the shipping to your account. Rush orders placed after 3:00pm EST will not be shipped out until the next business day.

*On-Demand recordings will be available within a week of the conference and CDs will be available within two weeks.

For more information regarding refunds, complaints, and/or program cancellations, please contact AIS’s Customer Service team.