Confirmed Agenda:

8:30 am - 9:00 am

9:00 am - 10:00 am
Can we talk? Common reasons for being a grant partner

Just like in our personal lives, in the grant world there is value in establishing strong and positive relationships. Very few of us function so independently that we operate in total isolation. Many grant programs now require (or expect) applicants to demonstrate planning and collaboration with external entities as a means to maximize project impact and outcomes. To increase funding competitiveness, most grant proposal concepts benefit from leveraging financial and performance related partnerships with stakeholders that have shared interests. But even good relationships are complex, and the benefits and drawbacks to partnerships are not always obvious. What should you consider when assessing the potential value of a new partner, or the continuing value of an existing partner? Is having more partners always better? Is it better to be the Federal awardee, or the subrecipient? Is YOUR organization a good partner to others?

What We'll Cover:

  • Funder expectations and requirements
  • Subrecipient documentation as part of funder pre-award risk assessment
  • Qualities of a “good” partner
  • Organic alignment of shared goals
  • Financial benefit of partnerships
  • Considering political reality/collaboration history

10:00 am - 10:15 am

10:30 am - 11:45 am
It’s Complicated: Federal grant requirements that impact partnerships

While many requirements in the uniform guidance are comparable to the requirements previously presented in the now-superseded OMB grant circulars, this is not the case for subrecipient relationships. To be audit-ready, Non-Federal Entities entering into grant partnerships should have policies and procedures in place that are responsive to new and more prescriptive requirements involving subrecipient relationships. Whether you are a current or potential grantee or subrecipient, you need to make sure that you understand uniform guidance subrecipient requirements, as a first step in applying that knowledge so your organization’s systems are in compliance.

What We'll Cover:

  • Subrecipient or contractor?
  • Subrecipient agreements
  • Subrecipient monitoring
  • Sharing performance responsibilities – achieving outcomes and reporting results together
  • Spending accountability and transparency
  • What are the consequences of non-compliance or non-performance?

11:45 am - 12:00 pm

12:00 pm - 12:45 pm

12:45 pm - 2:00 pm
Playing Fair: Developing a subrecipient agreement that is compliant, reasonable, and protective for both parties

A strong subrecipient agreement document is not too short, nor too long – it is “just right.” At a minimum, it should meet Federal grant compliance requirements, facilitate the efficiency of the working dynamic between the parties, clearly specify performance/outcome roles and expectations, and satisfy both parties’ needs from a reasonable legal perspective without going unnecessarily “overboard.” It is critical for both grantees and subrecipients to recognize how components of a subrecipient agreement may place them at risk from both compliance and performance perspectives. Rather than relying on their organization’s standard procurement contract as a model, grantees have an obligation to draft a template that is specifically responsive to grant requirements, while also allowing for the incorporation of logical and reasonable adjustments as needed based on the role and capacity of the specific subrecipient. Rather than simply signing whatever agreement is presented to them, subrecipients need to know what to look for, and what terms may be negotiable.

What We'll Cover:

  • Reality-based differences between types of partners (e.g., small vs. large entities, government vs. non-government entities, for-profit vs. non-profit organizations, education vs. non-education organizations, two-year vs. four-year colleges)
  • Characteristics of a strong subrecipient agreement
  • Who should be involved in developing and executing a subrecipient agreement
  • Importance of having a subrecipient agreement template, even if you play a subrecipient role, and/or you do not have any subrecipients (yet)
  • What about agreement modifications?
  • Activity: Examination of your own agreement template (if needed, a sample template will be provided)
  • Activity: Discussion of case studies involving partnership dynamics, and how they apply to subrecipient agreement sections

2:00 pm - 2:15 pm

2:15 pm - 2:30 pm

2:30 pm - 3:45 pm
The Elephant in the Room: Subrecipient performance and monitoring

In an ideal world, all grant partnerships operate as planned, without a hitch. But in the grants world, Federal funders require that there be written evidence of a subrecipient’s effectiveness (or lack thereof), both in terms of programmatic performance and internal controls. As Non-Federal Entities, both the grantee and the subrecipient are responsible for being good stewards of grant funds as well as effective performers, and having the processes in place to document those efforts.

What We'll Cover:

  • Expectations and consequences that impact both parties
  • Characteristics of a strong subrecipient monitoring process
  • Who should be involved in developing and executing a subrecipient monitoring process
  • Importance of having a written subrecipient monitoring process in place, even if you play a subrecipient role, and/or you do not have any subrecipients (yet)
  • Activity: Examination of a written subrecipient monitoring process model (a “turnkey” procedure)

3:45 pm - 4:00 pm

4:00 pm - 4:30 pm
Q&A and Workshop Wrap Up

Worskhop Details
Thursday, July 12, 2018
Registration begins at 8:30 am.
Marymount Manhattan College
Regina Peruggi Room of Carson Building
221 East 71st Street, New York, NY 10021
CPE Credits:
Up to 6 NASBA CPEs & 6 GPCI CEUs
Who Should Attend: Grants managers Grant project directors Grant writers Grant administrators Grant administrative support staffs Grant accountants Legal staff Procurement staff
What's Included:
  • A one-day hands-on, expert-led workshop
  • Ability to earn up to 6 NASBA CPE Credits & 6 GPCI CEU Credits
  • Networking opportunities during breaks and provided lunch
  • BONUS! Two months of digital access to Thompson Grants Compliance Expert - an $298 value! (New subscribers only.)
$545 Early Bird Rate through June 22, 2018
$595 Standard Rate after June 22


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Contact Thompson Grants

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You may be able to charge the cost of your Thompson Training to your federal grant(s). For state agencies and other nonfederal entities, under the cost principles of the uniform guidance, there are allowable items of cost for subscriptions (§200.454.(b)) and professional development (§200.472). Please check with your program director, finance officer or granting agency to ensure there is no restriction in the approved grant budget or the award documents.

Columbia Books & Information Services, the parent company of Thompson Grants, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

If you are not able to attend for any reason, please notify us as soon as possible. Conference cancellations received 10 business days prior to the event are fully refundable. All other cancellations are non-refundable.