Working with Subrecipients - From Selection to Closeout and Everything in Between

Webinar • Wednesday, May 15, 2024 • 2:00-4:00 p.m. EDT

This webinar is hosted in partnership with Federal Fund Management Advisor

The federal requirements for subrecipient management have just been reissued by the Office of Management and Budget (OMB). They lay out the general steps pass-through entities must take to engage with subrecipients and add important adjustments to current requirements. But they continue to stop short of showing how to apply those steps in the wide variety of situations that pass-through entities routinely confront.

When awarding funds to subrecipients, pass-through entities inherit a big responsibility for overseeing those subrecipients throughout the entire subaward lifecycle. This comprehensive webinar will highlight those compliance duties and fill in the best practice gaps. We’ll cover:

  • Making a defensible determination that a subrecipient relationship is warranted
  • Applying “differential accountability” among diverse subrecipients
  • Considering use of fixed amount subawards
  • Conducting pre-award risk assessments
  • Crafting sound and compliant subaward agreements
  • Providing technical assistance — when and how
  • Recognizing subrecipient indirect costs and properly using the de minimis rate
  • Handling payments to subrecipients
  • Balancing new requirements on subaward reporting frequency
  • Employing prudent enforcement measures
  • Monitoring from a distance and up close
  • Creating instructions for timely subaward closeout
  • Tracking subrecipient single audit compliance and resolving audit findings

Who Will Benefit:

  • Grants Managers
  • Sponsored Projects Administrators
  • Executives
  • Finance Directors
  • Legal Counsels
  • Accounting Staff
  • Internal Auditors

Hand-out Materials:

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


Bob Lloyd Bob Lloyd

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 A Guide to OMB Grant Reform and several other reference works on federal grants management and audits, and currently serves as contributing editor to Federal Grants News, published by Thompson Grants. He also is a Charter Life Member of the National Grants Management Association and served on its Board of Directors for five years. Contact Bob Lloyd at or 864-235-8680.