PF 2021-41 Guidance on Using a Transaction Determination Template for Financial Assistance Agreements (Grants and Cooperative Agreements)

DATE: September 22, 2021

Guidance on Using a Transaction Determination Template for Financial Assistance Agreements (Grants and Cooperative Agreements)

TO: HCAs/Procurement Directors/Contracting Officers FROM: Director, Contract and Financial Assistance Policy Division, Office of Policy, Office of Acquisition Management

The purpose of this Policy Flash is to provide a transaction determination template for financial assistance agreements to serve as a guide in conducting a meaningful analysis in selecting the appropriate instrument type to execute programs.

The appropriate instrument type may be a procurement contract, or a financial assistance agreement (Grant and Cooperative Agreements) and this transaction determination template must be completed before release of a funding opportunity announcement or solicitation. Of course, there may be instances where this transaction determination template may be used for financial assistance agreements (Grant and Cooperative Agreements) not awarded by a funding opportunity announcement or solicitation.

Attached is (1) the guidance on using a Transaction Determination Template for Financial Assistance Agreements (Grants and Cooperative Agreements) and (2) a WORD Version of the Transaction Determination Template for Financial Assistance Agreements (Grants and Cooperative Agreements).

For DOE questions concerning this policy flash, please email: DOE_oapmpolicy@hq.doe.gov

For NNSA questions concerning this policy flash, please contact NNSA at (505) 845-4337.