Advancement · Grants and Funding

Every subaward assessed,
monitored and on record.

When your organization passes federal funds to partners, it takes on their monitoring. Record each subaward with its Assistance Listing number, amount, period and the partner’s federal spending, mark the risk factors that apply and log every review, visit and finding. The organizer rates the risk and flags open findings, report dates, Single Audits and FFATA reporting.

Add a subawardWhat you get
$19one-time · every device you sign in on
Buy · $19

Included with Caveat Classroom and Whole-school licenses. Or get it in the Grant writer’s desk, $49 for 32 items.

Subawards

The worked example is made up: a literacy partner at medium risk with an open invoice finding, a report due in nine days and enough federal spending to need a Single Audit, and a low-risk arts subaward under the FFATA threshold. Records save on this device only.

Loading the subaward form. If nothing appears, turn on JavaScript.

What you get

Advancement · Grants & Funding$19 · included with Classroom and Whole-school licenses

What you finish with
A record per subaward with subrecipient, Assistance Listing number, amount, period, federal spending this fiscal year, next report date and last contact; six risk factors and a risk level; a monitoring plan; a log of activities with findings and resolution; five subaward checks; flags for higher risk, open findings, reports due or late, the $1,000,000 Single Audit threshold and $30,000 FFATA reporting.
Who it is for
Grant managers, finance staff and program directors at school districts, nonprofits, colleges and agencies that make subawards from federal grants.
Format
Browser organizer with a saved record per subaward. Prints a subaward’s monitoring file, every subaward as a table for auditors or a blank form; downloads a spreadsheet (.csv); exports and imports a file.
Access
$19 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Grant writer’s desk ($49) and the Advancement Suite pass ($99), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The Grants & Funding space in Caveat Advancement.
Support
Questions about access, an order or a correction: team@caveatacademic.com.

How to use it

  1. Assess risk before you sign the subaward, and note the factors.
  2. Write a monitoring plan to match the risk.
  3. Log every desk review, visit and call with what you found.
  4. Follow each finding until it is resolved.
  5. Each year, confirm the partner’s Single Audit status and reassess risk.

Add a subaward

Monitoring in general terms

A pass-through entity’s cycleBefore the subawardAssess risk; put the required federal information and termsin the agreementDuringReview reports and invoices; visit or train where risk ishigherFindingsFollow up until fixed; issue decisions on audit findingsEach yearConfirm Single Audits at $1,000,000 in federal spending;reassess riskCloseoutFinal reports, final costs, records keptA pass-through entity’s cycleBefore the subawardAssess risk; put the requiredfederal information and terms in theagreementDuringReview reports and invoices; visitor train where risk is higherFindingsFollow up until fixed; issuedecisions on audit findingsEach yearConfirm Single Audits at $1,000,000in federal spending; reassess riskCloseoutFinal reports, final costs, recordskept
In general terms from the Uniform Guidance, 2 CFR 200. The federal award’s terms and the awarding agency can add requirements.

Subrecipient or contractor

A subrecipient carries out part of the federal program and is accountable for its rules; a contractor sells goods or services. The Uniform Guidance (2 CFR 200.331) sets out how to tell them apart. Only subrecipients need the risk assessment and monitoring this organizer tracks.

The current thresholds

For fiscal years beginning on or after October 1, 2024, an entity that spends $1,000,000 or more in federal awards in a year needs a Single Audit, up from $750,000. Subawards of $30,000 or more are reported under the Federal Funding Accountability and Transparency Act. Check your award for anything stricter.

Sources

  1. 2 CFR 200.331 and 200.332: subrecipient and contractor determinations, and requirements for pass-through entities, including risk assessment and monitoring.
  2. 2 CFR 200.501: Single Audit threshold of $1,000,000 for fiscal years beginning on or after October 1, 2024 (2024 Uniform Guidance revisions).
  3. 2 CFR Part 170 and the Federal Funding Accountability and Transparency Act: reporting subawards of $30,000 or more (sam.gov).
  4. Office of Management and Budget. Guidance for Federal Financial Assistance, final rule revising 2 CFR 200, Federal Register, April 22, 2024.

The worked example is made up; Assistance Listing numbers are real program numbers used as examples. General federal terms only; your award terms and awarding agency govern. Nothing you type is sent to Caveat. Support: team@caveatacademic.com.