Subcontract & Hybrid POs

Projects may involve collaboration of two or more organizations. In these instances, it may be necessary to establish either a subaward (subcontracts) or a Hybrid PO to allow UM investigators to provide funds for performing part of a project to another organization.

Unsure if you need a subcontract or a Hybrid PO? Refer to the chart below or email msgrants@umich.edu for assistance.

Subcontract and Hybrid PO’s are processed by the Office of Contract Administration. To request establishment of a Subcontract or Hybrid PO, follow the instructions to Enter a Subcontract in eRPM. Note, only the UM Principal Investigator, the Primary Research Administrator, or the Primary Post-Award Administrator can submit a subcontract request.

When requesting a subcontract for sponsors following PHS Financial Conflict of Interest (FCOI) Regulations, the Project Team must upload the subcontracting institution’s conflict of interest documents prior to submitting the SUBK.

You may use the subcontracting institution's documents or UM’s LETTER OF COMMITMENT TO ESTABLISH A SUBRECIPIENT AGREEMENT (For use when a subrecipient is included on a sponsored project requiring compliance with U.S. Public Health Services (PHS) Financial Conflict of Interest (FCOI) regulations.) UM is participating in a FDP Pilot for Subrecipient Clearinghouse. Do not collect a Subrecipient Commitment Form from participating institutions, instead, look up the profile information in the FDP Expanded Clearinghouse Directory.

Once the subaward request has been submitted ORSP and/or OCA may request that the Project Team make changes. When this occurs:

  • The Project Team receives a system email notification

  • The SUBK displays in the Subcontracts with Required Action list in your Home Workspace

  • The ‘request change’ activity is logged under Recent Activity in the SUBK workspace

  • The SUBK will be in the SUBK PT Making Changes State

Important

The Award Record must be ‘Active’ before the subcontract can be completed and routed to OCA. If the Award is not in the ‘Active’ state, a yellow warning message will appear in the Subcontract Workspace.

Resources

Subawards, Hybrid Agreements and Purchase Orders

Subcontracts in eRPM – Steps to associate a subcontract with a PAF, enter subcontract details, closeout a SUBK ,and upload documentation to submit to the Office of Contract Administration.

Request a SUBK Amendment – Steps to request a SUBK Amendment.

Assign SUBK Management – Steps to assign a different administrator and UM PI (other than the PAF Contact PI) and/or different department (other than the PAF Administrative Home) to ‘manage’ a SUBK (i.e. enter a SUBK, approve a draft agreement etc.).