Practical for both prime recipients and subrecipients, this course emphasizes strengthening and building collaborative relationships between pass-through entities and subrecipients based on trust and accountability.
The material covers USAID regulatory requirements, processes for selecting local partners, assembling appropriate subaward packages, and managing risks. Participants can apply their learning during the course by practicing how to conduct partner assessments, identify appropriate subaward mechanisms, and implement effective performance monitoring.
This course can be an integral part of a subrecipient’s plans to qualify as a direct recipient of USAID awards whether as training for a future application or preparation for an upcoming application.
What you will learn
By the end of the course, you will be able to:
Understand the applicable USAID rules, regulations, and other requirements related to subaward management
Identify and manage risks in subaward management using pre-award assessments and other tools
Identify the different types of subawards and when to use each type
Determine how to select subrecipients, and monitor and evaluate their performance
Build appropriate subaward packages and take appropriate steps to close them out
How you will learn
Format
Self-directed
Effort
3 hrs/per week
Duration
4 Weeks
Certificate
Digital
Humentum’s self-guided, flexible online trainings provide hands-on learning through engaging videos, assignments, and readings. Participants can connect and engage with peers around the world, all while an expert facilitator is available to answer your questions. The platform is user-friendly and available for a set duration, allowing learners to work at their own pace. Each week, new modules become available as you earn points by completing tasks like watching videos, reviewing resources, and interacting with others. The training consists of four modules and estimated to require three hours per module, depending on the learner’s pace and prior experience.
Check out our top tips for taking an online training by watching the following video:
Who should attend
Any NGO staff who work in programs that USAID subawards, such as:
Prime recipient/Pass through entity staff who manage or support subawards
Staff at subrecipient organizations who implement or support the work of subawards
Staff who ensure accountability or compliance of program implementation work
If you’re still not sure if this is the right course, feel free to contact us and we’ll help you!
Meet your facilitators
Keith Edwards
Associate Trainer/Consultant, South Africa
Shannon Meehan
Associate Trainer/Consultant, US
Franccesca Cesti-Browne
Associate Trainer, US
Edna Chibole
Associate Trainer/Consultant, Kenya
Agenda
Expand All Collapse All
Module 1: Important Concepts for Effective Subaward Management
What are Subawards?
Subrecipient vs. contractor determination
Setting up the subaward: prior approval
Subawards: prime and subrecipient roles
Prior Approval Requirements
Identifying subawards
Prior approval process
Second tier subrecipients
Concepts of subaward risks
Types of subaward risk
Why We Need to Use Subawards?
Subawards and procurement
Difference between subawards and memorandum of understanding
Definition of MoU
Terminology
Identifying Types of Subaward Risk
Subaward risk management
Identifying risks
Risk management through subaward files
Module 2: The Pre-Award Assessment; Risk in Subaward Partnerships
Components of Pre Award Assessment
Purpose of conducting a pre-award assessment
Assessing/analyzing pre-award assessment data
Responsibilities of pass-through entity for pre-award assessments
Methods and Resources
Methods for managing risks
Specific/special conditions
Resources required to manage risks
Objectivity in risk management
Module 3: Selecting a Subrecipient
Competitive Process for Selecting Subrecipients
Competitive mechanisms
Components of request for applications/proposals
Competitive process for subawards
Establishing milestones/deliverables
Funding/subaward mechanisms
Different Types of Subaward Mechanisms
Subaward agreements/subgrants
Fixed amount subawards
Request for Application Documents
Selection of subrecipients
Criteria for selecting subrecipients
Pre-selection of subrecipients
Building a Subaward Package
Components of a subaward package
Basis for issuing and managing special conditions
Subaward package negotiations
Module 4: Subaward Monitoring
Monitoring Purpose and Issues to Consider
Risk indicators
Risk assessment
Monitoring document
Options for Payments and Monitoring Through Financial Report
Indicators of good financial systems
Payments
Financial reports
Process for Closing Out and Documenting Subaward Close Out
Close out steps
Inventory management and equipment disposal
Documenting close out processes
Regulatory References
Pricing and Discounts
Type
Discount
Humentum Member
10%
Groups of five or more.
15%
Organizational Training Package
Find out about our cost-savings training bundle for Humentum members
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