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Monitor Subrecipients "As Necessary" - But What's "Necessary"?

Webinar • Thursday, September 12, 2024 • 2:00-3:30 p.m. EDT

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$249.00 Monitor Subrecipients "As Necessary" - But What's "Necessary"? (09.12.24) (On-Demand Recording)
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

Billions of federal grant dollars don’t stop flowing when they reach primary recipients. They regularly find their way to literally thousands of subrecipients nationwide. And that turns primary recipients into “pass-through entities” with responsibility for oversight of those “lower tier organizations.”

The federal Uniform Guidance tells pass-through entities to monitor the activities of a subrecipient “as necessary to ensure that the subrecipient complies with Federal statutes, regulations, and the terms and conditions of the subaward.” Unfortunately, that’s where the instruction ends.

So, as it’s largely left up to pass-through entities to figure out how to provide appropriate oversight to subawards, this webinar provides the practical advice necessary to craft a sensible response. You’ll get help:

  • Defining your organization’s monitoring policy
  • Organizing your subrecipient “universe”
  • Taking mandatory steps for every subrecipient
  • Deciding which supplementary procedures to employ
  • Documenting your procedures and results
  • Making site visits worthwhile
  • Identifying potential sources of “third party” monitoring assistance
  • Using subrecipient single audits as monitoring tools
  • Employing agreed-upon procedures engagements for smaller subrecipients
  • Determining what kinds of training and technical assistance to offer subrecipients

Subrecipient monitoring is a critical part of so many federal grant programs and it garners special attention in single audits. This means that pass-through entities are often second-guessed about whether their monitoring policies and procedures are well designed and effective.

WHO SHOULD ATTEND:

  • Executives
  • Finance directors
  • Accounting staff
  • Subgrant and contract managers
  • Sponsored projects administrators
  • Grant project directors
  • Internal auditors
  • External auditors

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).

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This comprehensive resource blends age-old conventional wisdom with the historic changes in OMB’s uniform guidance. You'll benefit from the advice of experts on time and effort reporting, procurement under grants, direct charging certain costs, single audit preparations, subrecipient monitoring and much more. The 500+ page softbound book is a valuable management guide, compliance document and training tool for busy grants managers, program directors, financial officers and auditors at nonprofit organizations, educational institutions, and state and local governments.

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  • Make the subrecipient vs. contractor determination
  • Realize the full impact of OMB’s emphasis on internal controls
  • Understand which familiar elements of time and effort reporting have been retained in the uniform guidance ... and which are new
  • Know the nuances of requirements for subrecipient assessment and monitoring
  • Understand contract clauses in agreements for procurement under grants
  • Apply the general tests of allowability
  • Understand special issues confronting pass-through entities contracting with foreign organizations
  • Know which clauses flow down when crafting a subaward
  • Understand what is meant by a 10% de minimis indirect cost rate
  • Audit the vulnerabilities in your grants management operation
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