Mastering Sub-Recipient Monitoring: Best Practices for Territorial Governments

This virtual course will be delivered regionally via Zoom.

Registration for this course is invitation-only. Please email us for additional details.

With funding support from the Association of State and Territorial Health Officials (ASTHO), this course is available free of charge to the Puerto Rico Department of Health personnel and recipients of grants from the Puerto Rico Department of Health. The course fee is waived and there is no cost to register and to attend.

This seminar offers a comprehensive roadmap to best practices for sub-recipient monitoring, tailored specifically for territorial governments. Participants will learn how to effectively oversee sub-recipients to ensure compliance with federal regulations, manage risks, and achieve program goals. The session covers essential strategies for conducting risk assessments, implementing monitoring plans, and utilizing data to make informed oversight decisions. Additionally, the course will explore techniques for conflict management and relationship building between Pass-Through Entities (PTE) and sub-recipients, fostering stronger partnerships and enhancing compliance outcomes. Attendees will gain practical tools and insights to improve their monitoring processes, ensuring that both prime and sub-recipients remain compliant and perform successfully.

What You Will Learn

After successful completion of this course, participants will be able to:

• Gain clarity on a Pass-Through Entity's (PTE) responsibilities in awarding sub-awards, including assessing sub-recipient capacity and ensuring compliance with federal guidelines.
• Understand the key responsibilities and regulatory requirements for sub-recipient monitoring in territorial governments.
• Learn best practices for developing and implementing effective monitoring plans and risk assessment strategies.
• Develop skills in conflict management and relationship building to enhance collaboration and trust between PTEs and sub-recipients.

Who Should Attend

This seminar is ideal for grant managers, program administrators, and financial and compliance officers in territorial governments who are responsible for overseeing sub-recipients of federal funds. It is also highly relevant for senior executives and decision-makers who need to understand the critical importance of effective sub-recipient monitoring, conflict management, and relationship building to safeguard their organization's interests and maintain compliance.