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Pass-Through Entity: Definition, Uniform Guidance Duties, and FAC/SEFA Reporting

Published: Last updated: Reviewed: Sources: ecfr.gov ecfr.gov ecfr.gov

TLDR

A pass-through entity is a non-federal entity that provides a sub-award to a subrecipient to carry out part of a federal program, per 2 CFR 200.1. Pass-through status triggers subrecipient monitoring under 2 CFR 200.332 — risk assessment, sub-award terms, monitoring, single-audit verification, and finding resolution — and SEFA reporting under 2 CFR 200.510 with separate presentation of pass-through amounts on the Federal Audit Clearinghouse filing.

A pass-through entity is a non-federal entity that provides a sub-award to a subrecipient to carry out part of a federal program, per 2 CFR 200.1. Pass-through status triggers subrecipient monitoring under 2 CFR 200.332 — risk assessment, sub-award terms, monitoring, single-audit verification, and finding resolution — and SEFA reporting under 2 CFR 200.510 with separate presentation of pass-through amounts on the Federal Audit Clearinghouse filing.

Plain-language definition

When a nonprofit, state agency, or university receives a federal grant and moves some of the money to another organization to help run the program, it becomes a pass-through entity for that money. The label is not optional. It carries specific federal duties: vetting the downstream organization, writing the sub-award correctly, watching how the money is spent, and accounting for it in the annual single audit.

Detailed definition

2 CFR 200.1 defines a pass-through entity as “a non-Federal entity that provides a sub-award to a subrecipient to carry out part of a Federal program.” Three points matter:

  • Non-federal entity. Nonprofits, state and local governments, Indian tribes, and institutions of higher education can all be pass-through entities. Federal agencies cannot.
  • Sub-award. The transfer must be a sub-award (program execution) rather than a contract (goods or services). The 2 CFR 200.331 five-part test distinguishes them.
  • Part of a federal program. The subrecipient must carry out part of the federal program — not simply spend federal-origin funds on unrelated activities.

Once classified, the pass-through’s duties under 2 CFR 200.332 are concrete:

  1. Identify every required element on the sub-award agreement: subrecipient name, UEI, federal award ID, awarding agency, Assistance Listing number, sub-award period, budget, and all compliance requirements.
  2. Assess risk of each subrecipient before award using financial stability, prior experience with federal funds, results of prior audits, new-personnel status, and extent/results of prior monitoring.
  3. Monitor proportionate to risk. For high-risk subrecipients, more frequent financial reviews, site visits, and technical assistance. Monitoring must be documented.
  4. Verify single audits for subrecipients expending $750,000 or more in federal awards during their fiscal year. The pass-through reviews the audit report and any findings.
  5. Resolve findings affecting the pass-through’s sub-award within required timeframes, including issuing management decisions on audit findings.
  6. Enforce compliance by withholding payments, disallowing costs, suspending, or terminating the sub-award when warranted.

On the financial reporting side, 2 CFR 200.510 requires the recipient’s Schedule of Expenditures of Federal Awards (SEFA) to disclose sub-awards separately. Each line identifies the Assistance Listing number, the pass-through entity name (if the recipient itself received from another pass-through), total federal expenditures, and amounts passed through to subrecipients. The SEFA accompanies the single audit report submitted to the Federal Audit Clearinghouse.

How it works

A statewide housing nonprofit (recipient) holds a $3,000,000 HUD Continuum of Care award (Assistance Listing 14.267). It plans to:

  • Operate $1,200,000 in programs directly.
  • Sub-award $1,800,000 across four community-based organizations.

Pass-through duties for the $1,800,000:

  • Classification. Apply 2 CFR 200.331. All four CBOs select eligible clients, deliver the HUD-funded services, report against HUD performance measures, and are responsible for HUD compliance terms. Classification: subrecipient (all four).
  • Risk assessment. Pre-award review of each CBO’s audit history, financial statements, prior grant experience, staffing stability. Two CBOs rated low-risk; one medium-risk (new to federal funds); one high-risk (prior finding). Document in a risk memo.
  • Sub-award issuance. Each agreement includes UEI, federal award ID, Assistance Listing 14.267, period, budget, and HUD compliance terms.
  • Monitoring plan. Low-risk CBOs: quarterly desk review of reimbursement packages. Medium-risk: semi-annual site visits. High-risk: quarterly site visits plus monthly financial review.
  • Single-audit verification. Two CBOs expend over $750,000 in federal awards; the pass-through collects and reviews both single audit reports from the Federal Audit Clearinghouse within six months of the subrecipients’ fiscal year end.
  • Findings follow-up. One CBO has a prior-year finding on sub-award accounting; pass-through issues a management decision and verifies corrective action.

SEFA presentation (pass-through perspective):

Federal Grantor / Pass-ThroughAssistance ListingTotal ExpendituresPassed to Subrecipients
HUD — Continuum of Care14.267$3,000,000$1,800,000
  • Subrecipient vs contractor — the 2 CFR 200.331 five-factor test that determines whether a pass-through relationship exists.
  • Sub-award — the vehicle used by a pass-through to transfer a portion of a federal award.
  • Subrecipient monitoring — the 2 CFR 200.332 duties that follow from pass-through status.
  • Single Audit threshold — $750,000 in federal awards expended triggers the subrecipient’s single-audit obligation and the pass-through’s verification duty.
  • Schedule of Expenditures of Federal Awards (SEFA) — the 2 CFR 200.510 disclosure presenting federal expenditures and pass-through amounts.
  • Federal Audit Clearinghouse — the repository where the single audit and SEFA are submitted.

Common audit findings

  1. No documented risk assessment. Sub-awards issued without a written risk memo. 2 CFR 200.332(b) requires the assessment; absence is a standing finding pattern.
  2. Sub-award missing required elements. Agreements lacking UEI, Assistance Listing number, or federal compliance terms. Technical non-compliance even when program delivery is sound.
  3. Single audit not verified. Pass-through did not obtain or review a subrecipient’s single audit. The FAC is the lookup — absence of a FAC review note is often enough for a finding.
  4. No monitoring evidence. Monitoring occurred informally but was not documented. Auditors need artifacts: site visit reports, desk review checklists, correspondence files.
  5. SEFA pass-through amount mis-stated. Total pass-through amounts understated or presented without Assistance Listing separation. 2 CFR 200.510 requires the split; errors typically require SEFA amendment.

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Approximately 40,000 single audits are submitted to the Federal Audit Clearinghouse each year, with pass-through monitoring deficiencies consistently ranked among the top ten finding categories.

Source: Federal Audit Clearinghouse / U.S. Census Bureau historical data

GAO analyses of single-audit findings report that roughly 15-20% of audits cite deficiencies in subrecipient monitoring under 2 CFR 200.332.

Source: U.S. Government Accountability Office, Single Audit findings summaries

The AICPA Audit Guide Government Auditing Standards and Single Audits identifies SEFA accuracy — particularly the separate presentation of pass-through amounts — as a recurring material misstatement area.

Source: AICPA, Audit and Accounting Guide: Government Auditing Standards and Single Audits

DEFINITION

Schedule of Expenditures of Federal Awards (SEFA)
The schedule required by 2 CFR 200.510 listing all federal awards expended during the audit period, including sub-awards passed through to subrecipients, by Assistance Listing number.

DEFINITION

Federal Audit Clearinghouse (FAC)
The federal repository (currently operated by GSA) where nonprofits and governments submit single audit reports and SEFAs under 2 CFR 200.512.

DEFINITION

Assistance Listing
The replacement for the CFDA (Catalog of Federal Domestic Assistance) number; a unique identifier for each federal assistance program, maintained at SAM.gov.

Q&A

What makes an organization a pass-through entity?

Issuing a sub-award to a subrecipient under a federal program. The moment a federal award recipient passes a portion of its award to another entity for program execution (not for goods or services), it becomes a pass-through entity for that sub-award under 2 CFR 200.1.

Q&A

What are the core pass-through responsibilities under 2 CFR 200.332?

Classify each downstream relationship per 2 CFR 200.331; conduct pre-award risk assessment; issue sub-awards with required federal terms; monitor subrecipient activities proportionate to risk; verify subrecipient single audits; review and resolve audit findings; take enforcement action when needed.

Q&A

How are pass-through amounts reported on the SEFA?

2 CFR 200.510 requires the SEFA to separately identify amounts passed through to subrecipients by Assistance Listing number, and to name the pass-through entity (if any) from which the recipient received the funds. The SEFA is the federal compliance side of the financial statements.

Q&A

Does the pass-through keep responsibility when a subrecipient fails?

Yes. The federal award's compliance responsibility rests with the prime recipient and cannot be delegated. If a subrecipient misuses funds or fails to meet compliance requirements, the pass-through entity may be required to return funds and remains liable for monitoring failure.

Frequently asked

Frequently Asked Questions

Is every federal grant recipient a pass-through entity?
No. Only recipients that issue sub-awards to subrecipients are pass-through entities, and only for the portion passed through. A recipient that executes the entire program in-house, using only direct staff and contractors, is not a pass-through entity under 2 CFR 200.1.
Does a pass-through entity itself have to have a single audit?
Yes, if the pass-through entity expends $750,000 or more in federal awards (direct or pass-through) during its own fiscal year, it must have a single audit under 2 CFR 200 Subpart F and file with the Federal Audit Clearinghouse.
What specific identifiers must be included in each sub-award?
2 CFR 200.332(a)(1) requires each sub-award to identify the subrecipient name and unique entity identifier; the federal award identification number and date; the federal awarding agency; the Assistance Listing number and title; the sub-award period of performance and budget; and all applicable federal compliance requirements.
How should a pass-through entity verify a subrecipient's single audit?
Search the Federal Audit Clearinghouse for the subrecipient's most recent audit, review the SEFA and findings, and document receipt and review. 2 CFR 200.332(f) requires the pass-through to follow up on findings that affect its sub-award within the required timeframe.
What happens if the pass-through fails to monitor a subrecipient?
Monitoring failures produce findings on the pass-through's own single audit (not only the subrecipient's). Repeated or material findings can lead to questioned costs, high-risk designation, heightened monitoring by the federal agency, and in serious cases suspension or termination of federal awards.