Subagreements

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• Overview
• Outgoing subagreements
• Incoming subagreements
• Resources
• Contacts

Overview

A subagreement transfers part of the work specified by an award to another organization. The terms and conditions of the original award apply to the subagreement.

Collaboration with a colleague at another institution frequently requires a subagreement in order to transfer funds necessary to perform that part of the project. Subagreements are not used for Academic Support or other Fee for Service situations.

See RSP’s outgoing agreement comparison (xls) for more information on agreement types and routing.

Subagreement processes

• Outgoing subagreements: UW-Madison awards subagreement to another organization
• Incoming subagreements: UW-Madison receives subagreement from another organization

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Outgoing subagreements

Below is a brief overview of the process for establishing a subagreement; for additional information, see RSP’s Outgoing Subagreements page or contact your SMPH Research Division Preaward Team contact.

Proposal stage

1. Establish a single due date for all subagreements sites. Recommended date is 2 weeks before proposal deadline.
   
2. Obtain subcontract proposal documents from each cooperating institution. Documents should be specific to each institution’s portion of work on the project. Entire set of materials is required prior to submission.
   • Scope of work statement, specific to the subcontractor)
   • Yearly and cumulative budgets
   • Budget narrative
   • Signed face page or letter of intent signed by an institutional official

   Note: Additional documents may be needed for a specific RFA.

3. Include contract budget totals as line items in UW budget.
   

Award stage

Issuing sub-agreements at time of award.

Starting April 3, 2023, there is a new Subaward Setup Preparation

Note: Subcontracts are to be issued on a yearly basis. Requisition year 1 for the first 12-month period. Three months prior to the beginning of year 2, consult with the PI to confirm that subcontractor has performed duties properly and whether a continuation should be issued for the next 12-month period. Continue this process until the last period. However, final period of continuation should end 90 days prior to the award end date. This is to insure that the subcontractor provides UW all deliverables and related invoices by the award end date. This is required in order for UW to meet the 90-day close-out requirement of most agencies.

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Incoming Subagreements

When UW-Madison is to be the recipient of a subagreement, a proposal should be submitted via WISPER, following the same process as a typical proposal.

At time of award, the lead institution will coordinate and issue subagreements to UW.

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Resources

• RSP Outgoing Subagreements page: Information on subagreement processing, from UW Research and Sponsored Programs
• Outgoing Agreement Comparison Table (xls): Spreadsheet comparing various types of agreements, from UW Research and Sponsored Programs

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Contacts

For more information or assistance with subagreements, contact your department research administrator or the SMPH Research Division: Trish Barribeau, or Christy Schulz, (608) 265-3386.

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