How to Manage and Monitor Subrecipients

May 1, 2012 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 fourth in a four-part series, The Subaward Series: A Comprehensive Look at Requirements and Best Practices for Subawarding Federal Grant Funds. Purchase more than one webinar in the series and save 25%! Just enter coupon code "25OFF" at checkout. Click here to learn more.

So, how do you organize your oversight activities in a manner that provides reasonable assurance that subgrant funds are being spent properly, while at the same time balancing the understandable resource constraints that you face? What flexibility do the federal policies actually permit? What techniques make the most sense and promise the most effectiveness? How do you avoid being criticized for a system that’s poorly designed or for one that’s well-designed but is not being followed? And what should you expect if your organization is the subrecipient?

This webinar session will help you answer those questions and effectively respond to this key federal grants management responsibility. What you’ll learn:

• The specifics of federal requirements for subrecipient monitoring;
• How to organize the “subgrant universe;”
• What is the “smorgasbord” of available post-award monitoring techniques;
• How to assure that subrecipient responsibilities for matching or cost sharing are met;
• What content and frequency of financial and performance reporting can and should be imposed; and
• How oversight of subrecipient audits should be managed.

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

Check out the other webinars in The Subaward Series: A Comprehensive Look at Requirements and Best Practices for Subawarding Federal Grant Funds — when you purchase more than one of the four-part series, you’ll save 25%! Just enter coupon code "25OFF" at checkout. Click here to learn more.

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.

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

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