Title X Subrecipient Fiscal Assessment and Onboarding Checklist

Job Aid
Title X Program Management Title X Family Planning Program
Last Reviewed

Disclaimer: On October 4, 2021, the U.S. Department of Health and Human Services (HHS) Office of Population Affairs (OPA) amended the Title X Family Planning regulations to restore access to equitable, affordable, client-centered, quality family planning services for more Americans. The effect of the 2021 Final Rule is to revoke the 2019 regulations and readopt the 2000 regulations with several revisions to increase access to equitable, affordable, client-centered, quality family planning services. The Final Rule went into effect on November 8th.

This resource is temporarily unavailable while RHNTC works with OPA to revise it.


This checklist is designed to help grantees assess whether a subrecipient meets fiscal requirements specified in the Title X statutes, regulations, legislative mandates, the Quality Family Planning Recommendations (QFP), and other guidance. Grantees can use this checklist in conjunction with the other checklists in the Onboarding New Title X-Funded Agencies: A Toolkit for Grantees to identify which requirements a subrecipient has in place and which they still need to implement, and to record their approval of requirements. The checklist can be modified to meet the unique needs of each grantee and subrecipient onboarding experience.