Current grantee forms

Name	Updated on
Operating Procedures Manual	June 16, 2021
Grant Management System (GMS) User Guide	September 9, 2020
Grantee Document Checklist	June 16, 2021
Ethics SFEC-126 Form	May 13, 2015
Ethics SFEC-126 Form Instructions	May 13, 2015
Contracting Overview	June 16, 2021
MOHCD Zip Code - Neighborhood Table	June 17, 2015
Cost Categorization Guide	May 1, 2019
GMS Agency Roles & User Access	May 1, 2019
DocuSign How-To Guide for Grantees	April 1, 2020
MCO Declaration Form	October 1, 2018
HCAO Declaration Form	October 1, 2018

Fiscal Forms

Name	Updated on
Project Budget Template	September 9, 2020
Sample OMB A-133 Audit Exemption Letter	June 16, 2021
Sample Automobile Liability Coverage Waiver	May 13, 2015
Budget Tipsheet	May 18, 2018
MTDC Calculator for Federal Fund Indirect Rate	May 13, 2015
Agency-Wide Budget Template	May 13, 2015
Citywide Nonprofit Standard Monitoring Form FY 2019-20	July 1, 2019

Program Forms

2021-22 Client Intake Form Instructions	June 30, 2021
2021-22 MOHCD Client Intake Form - English (PDF)	June 30, 2021
2021-22 MOHCD Client Intake Form - English (Word)	June 30, 2021
2021-22 MOHCD Client Intake Form - Spanish (PDF)	June 30, 2021
2021-22 MOHCD Client Intake Form - Spanish (Word)	June 30, 2021
2021-22 MOHCD Client Intake Form - Chinese (PDF)	June 30, 2021
2021-22 MOHCD Client Intake Form - Chinese (Word)	June 30, 2021
2021-22 MOHCD Client Intake Form - Filipino (PDF)	June 30, 2021
2021-22 MOHCD Client Intake Form - Filipino (Word)	June 30, 2021
Activities and Outcomes by Strategy 2021-22	June 16, 2021
Non-Client Activities 2021-22	June 16, 2021
SOGI Questions and Gender Definitions - Chinese, Spanish and Filipino	May 29, 2018
MOHCD Program Monitoring Form	January 1, 2018
Form H - Subcontracts and Equipment Purchases	May 1, 2019
Form I	May 13, 2015

Economic Development Program Forms

Name	Updated on
CDBG ED Program Areas -Activities & Outcomes	September 21, 2020
ECD 18A - Access to Capital - Client Guidelines	September 21, 2020
ECD 18B - Commercial Corridor Revitalization - Client Guidelines	September 21, 2020
ECD 18B - Technical Assistance to Small Businesses - Client Guidelines	September 21, 2020
ECD 18C - Technical Assistance to Microenterprises - Client Guidelines	September 21, 2020
Client Intake Form_EN	September 21, 2020
Client Intake Form_SP	September 21, 2020
Client Intake Form_CH	September 21, 2020
Client Intake Form_FL	September 21, 2020
ED Form 1 - Employee Family Income Certification Form_EN	September 21, 2020
ED Form 1 - Employee Family Income Certification Form_SP	September 21, 2020
ED Form 1 - Employee Family Income Certification Form_CH	September 21, 2020
ED Form 1 - Employee Family Income Certification Form_FL	September 21, 2020
Sample Bus Services Client Engagement Agr (English)	September 21, 2020
Sample Bus Services Client Engagement Agr (Spanish)	September 21, 2020
Sample Bus Services Client Engagement Agr (Chinese)	September 21, 2020
Success Story Template	September 21, 2020
Client Info Release - Success Stories	September 21, 2020

PSI Forms

Name	Updated on
Budget Detail
Payment Request	Jan 26, 2007
Project Sign-Off
Program Progress Report
Project Eligibility Determination
Request for Project Implementation

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Plans & Progress Reports

Consolidated Annual Performance and Evaluation Reports (CAPER)

Name	Updated on
2016-2017 CAPER	November 1, 2017
2015-2016 CAPER	October 5, 2016
2014-2015 CAPER	October 5, 2016
2013-2014 CAPER	November 21, 2014
2012-2013 CAPER	November 21, 2014
2011-2012 CAPER	June 26, 2013
2010-2011 CAPER	June 26, 2013
2009-2010 CAPER	August 5, 2011
2008-2009 CAPER	Aug. 6, 2010
2007-2008 CAPER	Oct 9, 2008
2006-2007 CAPER	Jan 7, 2008
2005-2006 CAPER	Oct 2, 2006

Annual Action Plans

Name	Updated on
2017-2018 Action Plan Submitted to HUD 8-4-2017.pdf	August 4, 2017
2016-2017 Action Plan	October 5, 2016
2015-2019 Con Plan and 2015-2016 Action Plan	October 5, 2016
2014-2015 Action Plan	November 21, 2014
2013-2014 Action Plan	November 21, 2014
2nd Addendum to 2012-2013 Action Plan	June 26, 2013
Addendum to 2012-2013 Action Plan	June 26, 2013
2012-2013 Action Plan	June 26, 2013
2011-2012 Action Plan	August 5, 2011
2010-2011 Action Plan	August 5, 2011
2009-2010 Amendment for CDBG-R Program	June 15, 2010
2009-2010 Action Plan Amendment for CDBG-R Fund	Sept 1, 2009
2009-2010 Action Plan Amendment for HPRP Fund	Sept 1, 2009
2009-2010 Action Plan	Sept 1, 2009
2008-2009 Action Plan	Sept 1, 2009
2007-2008 Action Plan	Feb 13, 2008
2006-2007 Action Plan	Oct 2, 2006

Citizen Participation Plan

Name	Updated on
Citizen Participation Plan	May 2015

Consolidated Plans

Name	Updated on
2015-2019 Consolidated Plan and 2015-2016 Action Plan	October 5, 2016
2010-2014 Consolidated Plan	Aug. 6, 2010
2005-2009 Consolidated Plan	Oct 2, 2006