Embedded Files
CDBG Public Service grants fund programs that provide low-income Boston residents with job training, education, and economic stability.
CDBG GRANT DOCUMENTS
CDBG GRANT DOCUMENTS
The following sections provide an overview of the grant cycle and accompanying documents and forms.
GRANT LIFECYCLE:
GRANT LIFECYCLE:
Open and competitive applications for CDBG public service grants are typically held every 2 years.
CONTRACTING
CONTRACTING
Grant Agreements operate on the fiscal year, from July 1 - June 30.
Reference forms compiled by OWD
IDIS Form (City admin document)
Uniform Guidance Form (HUD admin document)
Forms completed by Grantee
PARTICIPANT ENROLLMENT
PARTICIPANT ENROLLMENT
Participants must be entered in the CDBG verify online portal. Unregistered clients will not be counted.
Income eligibility can be determined through self-certification using the updated CDBG Enrollment & Income Eligibility Self Certification Form.
New translated enrollment forms!
Eligibility:
✔️ Boston Residency: Must collect eligibility documentation such as utility bill, govt. ID, BPS ID or report card
✔️ Low-Income: <80% of 2025 HUD Area Median Income (AMI) for Boston
INVOICING
INVOICING
Cost reimbursement payments invoiced quarterly. Invoices must include payroll and operational backup documentation.
CDBG Budget Revision Form Update coming soon!
**Detailed instructions for completing invoice and budget revision forms can be found on the first tab of the excel templates
Invoice deadlines
2 budget revisions allowed + 10% over expenditure on final invoice
REPORTING
REPORTING
Quarterly Reports are due 10 business days after the quarter ends and are required for invoicing. Quarterly reporting steps
Ensure CDBG verify data entry is up to date
Update Performance Projection data sheet (be sure that the numbers on the performance projection sheet match the data entered in CDBG verify).
Submit Quarterly Narrative Report via google form.
MONITORING
MONITORING
OWD conducts monitoring of CDBG recipients following the policies outlined in the CDBG Subrecipient Monitoring Guide. Monitoring is conducted throughout the contract lifecycle through:
Site Visits: (in person or virtual) to meet staff & participants, observe program activity, and review participant files & eligibility documentation. Site visits begin in quarter 2. OWD staff will use this CDBG Monitoring checklist when conducting visits.
Administrative Review: OWD evaluates timeliness and accuracy of reporting, contracting and invoicing.
Performance Review: Narrative reports and data entry and reviewed quarterly to compare performance goals and projections to outcomes.
Fiscal Monitoring: In addition to the review of invoices and supporting invoice documentation, OWD requires all organizations to submit a Single Audit or Good Governance Checklist annually, for the previous fiscal year audit period.
✔️ Single Audit: required by all agencies receiving over $1M in federal funding annually, per the Uniform Guidance
✔️ Good Governance Checklist: Agencies that are not required to complete a single audit must submit a completed Good Governance Checklist.
**The Good Governance Checklist can be filled out by agency staff and no longer needs to be completed by a CPA!**
The Risk Assessment Form is used to determine required monitoring and provide the appropriate level of support and oversight to grantees.
ADDITIONAL RESOURCES
ADDITIONAL RESOURCES
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