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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Award Subrecipients

Steps: Set Up Award Subrecipients

  • Create a supplier to use as a subrecipient.
  • Set up subrecipients.
  • To enable grants users to receive supplier-related business processes, add the desired roles to the grant or grant hierarchy.
You can use subrecipient information for tax reporting, to assess subrecipient risk, and for regulatory compliance.
  1. Access the
    Maintain Contact Types
     task.
    Map the roles in your organization to the roles you use to manage subawards.
    Security:
    Set Up: Grants Management
     domain in the Grants Management functional area.
  2. Access the
    Create Subrecipient
     task.
    Add attachments to meet regulatory requirements, such as facilities and administration rates.
    Security:
    Set Up: Subrecipients
     domain in the Grants Management functional area.
  3. Access the
    Create Award
     task.
    Add the subrecipient to the award line.
    Configure the
    Award Event (Default Definition)
     business process and security policy in the Grants Management functional area.
  4. Access the
    Maintain Subrecipient Risk Records
     task.
    Add attachments to document the risk level of the subrecipient, such as compliance documentation.
    Security:
    Set Up: Subrecipients
     domain in the Grants Management functional area.
Use these reports to review and track subrecipient data and risk records:
  • Find Subrecipient Risk Records
  • Find Subrecipients
  • Supplier Invoice Summary for Subrecipients