Community Development Block Grant Program
Planning Activities Housing Public and Community Facilities Economic Development CARES CDBG Grant Administration Manual
The CDBG/NSP Grant Administration Manual provides guidance for both the CDBG and the NSP Program. NSP grantees are encouraged to use the NSP website to access the specific NSP guidance in Chapter 15 which provides NSP specific forms and exhibits. If you need help accessing the manual or any other assistance, please reach out to division staff via our online contact form.

Chapter 1: Project Start-Up

  • Exhibit 1-A: Sample Management Plan (PDF) (Word) 
  • Exhibit 1-B: Sample Management Plan Administered by Local Staff (PDF) (Word)
  • Exhibit 1-C: Sample Management Plan Administered by a Consultant (PDF) (Word)
  • Exhibit 1-D: Signature Certification Form (PDF) (Word)
  • Exhibit 1-E: Designation of Depository Form (PDF) (Word)
  • Exhibit 1-F: Guidelines on Firm Commitment of Non-CDBG Funding (PDF) (Word)
  • Exhibit 1-G: Project Start-Up Checklist (PDF) (Word) 

Chapter 2: Environmental Review

  • Exhibit 2-A1: Designation of Environmental Certifying Official (PDF) (Word)
  • Exhibit 2-B2: CDBG Environmental Review Requirements Checklist (PDF) (Word)
  • Exhibit 2-C: Statutory Checklist of Applicable Statutes and Regulations (PDF) (Word)
  • Exhibit 2-D: Eight-Step Decision Making Process (PDF) 
  • Exhibit 2-E: Documentation of Eigh-Step Decision Making Process (PDF)
  • Exhibit 2-F: Early Public Notice for Floodplains and/or Wetlands (PDF) (Word)
  • Exhibit 2-G: Notice of Explanation for Floodplains and/or Wetlands (PDF) (Word)
  • Exhibit 2-H: Historic Preservation Review Process (PDF)
  • Exhibit 2-I: Notice to State Historic Preservation Office (PDF) (Word)
  • Exhibit 2-J: Finding of Categorical Exclusion (PDF) (Word)
  • Exhibit 2-K: Notice of Intent to Request Release of Funds (NOI/RROF) (PDF) (Word)
  • Exhibit 2-L: Request for Release of Funds (RROF) for a Finding of Categorical Exclusion (PDF) (Word)
  • Exhibit 2-M: Consolidated Environmental Assessment (EA) Form (PDF) (Word)
  • Exhibit 2-N: Combined Notice: Finding of No Significant Impact and Notice of Intent to Request Release of Funds (FONSI/NOI/RROF) (PDF) (Word)
  • Exhibit 2-O: NOI/RROF and FONSI/NOI/RROF Distribution List (PDF) (Word)
  • Exhibit 2-P: Finding of Exemption for All Project Activities (PDF) (Word)
  • Exhibit 2-Q: Request for Release of Funds (RROF) for an Environmental Assessment (PDF) (Word)
  • Exhibit 2-R: Finding of Exemption for All Project Activities (for Certain Categorically Excluded Activities) (PDF) (Word)
  • Exhibit 2-S: Contacts for Environmental Resources (PDF)
  • Exhibit 2-T: Combined FONSI/NOI/RROF for SRF/CDBG Jointly-Funded Projects (PDF) (Word)
  • Exhibit 2-U: Combined FONSI/NOI/RROF for USDA RD/CDBG Jointly-Funded Projects (PDF) (Word)
  • Exhibit 2-V HUD LEAD-Based Paint Requirements for Housing Rehabilitation (PDF)
  • Exhibit 2-W: Lead-Based Paint Requirements for Homebuyer Assistance (PDF)
  • Exhibit 2-X: Acknowledgement of Receipt (PDF) (Word)
  • Exhibit 2-Y: Lead-Based Paint Notices (PDF) (Word)
  • Exhibit 2-Z: Asbestos Consultants, Contractors, and Laboratories (PDF)
  • Exhibit 2-AA: Statement of Need for Re-Evaluation of Environmental Assessment (PDF) (Word)
  • Exhibit 2-BB: Site-Specific Checklist (PDF) (Word)
  • Exhibit 2-CC: HUD Guide to Environmental Compliance (PDF)

Chapter 3: Procurement

  • Exhibit 3-A: Sample RFP for Management Services (PDF) (Word)
  • Exhibit 3-B: Sample RFP for Engineering Services (PDF) (Word)
  • Exhibit 3-C: Sample Advertisement for RFP/RFQ (PDF) (Word)
  • Exhibit 3-D: Sample Professional Services Contract (PDF) (Word)
  • Exhibit 3-E: Sample CDBG Supplemental Conditions (PDF) (Word)
  • Exhibit 3-F: Checklist of Required Contractual Clauses (PDF) (Word)
  • Exhibit 3-G: Procurement Checklist (PDF) (Word)
  • Exhibit 3-H: Sample Consultant's Invoice (PDF) (Word)
  • Exhibit 3-I: Compensation (PDF) (Word)

Chapter 4: Financial Management

  • Exhibit 4-A: Budgetary Authority Resolution (PDF) (Word)
  • Exhibit 4-B: Allowable and Unallowable CDBG Administration Costs (PDF)
  • Exhibit 4-C: Request for Funds Form (PDF) (Excel)
    • Instructions (PDF)
  • Exhibit 4-D: Uniform Status of Funds Spreadsheet (PDF) (Excel)
  • Exhibit 4-E: Uniform Invoice Tracking Spreadsheet (PDF) (Excel)
  • Exhibit 4-F: Project Progress Report (PDF) (Word)
  • Exhibit 4-G: Federal Regulations for Real Property (PDF)
  • Exhibit 4-H: Program Income (PDF) (Word)
  • Exhibit 4-I: Expenditure Review (PDF) (Word)
  • Exhibit 4-J: Program Income - Title I Certification (PDF) (Word)
  • Exhibit 4-K: Quarterly Update Report (PDF) (Word)

Chapter 5: Civil Rights

  • Exhibit 5-A: Sample Equal Employment Opportunity Policy (PDF) (Word)
  • Exhibit 5-B: Sample Section 3 Public Notice (PDF) (Word)
  • Exhibit 5-C: Required Contract Language for Section 3 Responsibilities (PDF) (Word)
  • Exhibit 5-D: Individual Direct Benefit Recording Form (PDF) (Word)
  • Exhibit 5-E: Direct Benefit Summary Data (PDF) (Word)
  • Exhibit 5-F: Tribal Newspapers and Newsletters (PDF) (Word)
  • Exhibit 5-G: Applicant Summary Sheet (PDF) (Word)
  • Exhibit 5-H: Interview and Hiring Form (PDF) (Word)
  • Exhibit 5-I: Grantee Employment Summary (PDF) (Word)
  • Exhibit 5-J: Contract Reporting Form and Instructions (PDF) (Word)
  • Exhibit 5-K: Sample Letter of Work Notification to a DBE Firm (PDF) (Word)
  • Exhibit 5-L: Sample Equal Employment Opportunity Poster (PDF) (Word)
  • Exhibit 5-M: Sample Fair Housing Resolution (PDF) (Word)
  • Exhibit 5-N: Sample Fair Housing Poster (PDF) (Word)
  • Exhibit 5-O: Sample Fair Housing Handout and Complaint Pamphlet (PDF) (Word)
  • Exhibit 5-P: Sample Housing Program Notice (PDF) (Word)
  • Exhibit 5-Q: Sample Hatch Act Resolution (PDF) (Word)
  • Exhibit 5-R: Sample Section 504 and ADA Compliant Resolution Procedures and ADA Complaint Form (PDF) (Word)
  • Exhibit 5-S: Sample ADA Self-Evaluation Inventory and Transition Plan (PDF) (Word)
  • Exhibit 5-T: National and State Contacts for ADA Information and Assistance (PDF) (Word)
  • Exhibit 5-U: Civil Rights Responsibilities Checklist (PDF) (Word)

Chapter 6: Labor Standards

  • Exhibit 6-A: Federal Labor Standards Provisions (PDF)
  • Exhibit 6-B: Request for Wage Determination (PDF) (Word)
  • Exhibit 6-C: Report of Additional Classification and Wage Rate (PDF) (Word)
  • Exhibit 6-D: Request for Verification of Bidder Eligibility (PDF) (Word)
  • Exhibit 6-E: Pre-Construction Conference Planning Guide (PDF)
  • Exhibit 6-F: Federal Wage Poster (PDF)
  • Exhibit 6-G: Equal Employment Opportunity Poster (PDF)
  • Exhibit 6-H: Job Safety and Health Protection Poster (PDF)
  • Exhibit 6-I: Weekly Payroll Report Forms (PDF)
  • Exhibit 6-J: Contractor Payroll Information (PDF)
  • Exhibit 6-K: Employee Interview Form (PDF) (Word)
    • Instructions (PDF)
  • Exhibit 6-L: Labor Standards Definitions (PDF)
  • Exhibit 6-M: Volunteer Certification Form (PDF) (Word)
  • Exhibit 6-N: Contractor's Receipt of Required Program Materials (PDF) (Word)
  • Exhibit 6-O: Making Davis Bacon Work: A Contractor's Guide to Prevailing Wage Requirements for Federally-Assisted Construction Projects (PDF)
  • Exhibit 6-P: Certification of Labor and Civil Rights Compliance and Authorization for Payment (PDF) (Word)

Chapter 7: Acquisition and Relocation

  • Exhibit 7-A: Public Invitation for Acquisition of Real Property (PDF) (Word)
  • Exhibit 7-B: Voluntary Agreement Between Grantee and Seller (PDF) (Word)
  • Exhibit 7-C: Voluntary Acquisition File Checklist (PDF) (Word)
  • Exhibit 7-D: Preliminary Acquisition Notice (PDF) (Word)
  • Exhibit 7-E: Agreement for Appraisal Services (PDF) (Word)
  • Exhibit 7-F: Sample Appraisal Report Review Form (PDF) (Word)
  • Exhibit 7-G: Written Offer to Purchase (PDF) (Word)
  • Exhibit 7-H: Final Notice to Acquire by Negotiations (PDF) (Word)
  • Exhibit 7-I: Uniform Relocation Act Acquisition File Checklist (PDF) (Word)
  • Exhibit 7-J: Typical Acquisition Process Under the Uniform Relocation Act (PDF) 
  • Exhibit 7-K: Waiver of Procedures and Rights under the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PDF) (Word)
  • Exhibit 7-L: "When a Public Agency Acquires Your Property" (PDF) 
  • Exhibit 7-M: Anti-Displacement and Relocation Assistance Plan (PDF) 

Chapter 8: Economic Development

  • Exhibit 8-A: Supplemental CDBG-ED Conditions for Loan Documents (PDF) (Word) 
  • Exhibit 8-B1: Sample Funding Assistance Agreement (PDF) (Word) 
  • Exhibit 8-B2: Sample Funding Assistance Agreement (PDF) (Word) 
  • Exhibit 8-C: Sample Local Government RLF Plan and Loan Application (PDF) (Word) 
  • Exhibit 8-D: Calculation of Benefit to LMI Persons and Race/Ethnicity Category Form (PDF) (Word) 
  • Exhibit 8-E: Employment Tracking & Direct Benefit Summary (Excel)  
    • Instructions (PDF)
  • Exhibit 8-F1: Sample Hiring and Training Plan (PDF) (Word) 
  • Exhibit 8-F2: Sample Customized Training Plan (PDF) (Word) 
  • Exhibit 8-G: Loan Portfolio Data Report Form (PDF) (Word) 
  • Exhibit 8-H1: Sample Sub-Recipient Agreement for RLF Project (PDF) (Word) 
  • Exhibit 8-H2: Sample Sub-Recipient Agreement for non-RLF Project (PDF) (Word) 
  • Exhibit 8-J1: Sample Management Plan - Local Government (PDF) (Word) 
  • Exhibit 8-J2: Sample Management Plan - Third Party for Loan (PDF) (Word) 
  • Exhibit 8-J3: Sample Management Plan - Third Party for Grant (PDF) (Word) 
  • Exhibit 8-K: Request for Payment & Status of Funds Report (PDF) (Word) 
  • Exhibit 8-L: Employee Training Tracking Form (PDF) (Excel) 

 

Chapter 9: Construction Management

  • Exhibit 9-A: Architect's Certification: Compliance with Minimum Standards for Accessibility (PDF) (Word)
  • Exhibit 9-B: CDBG Supplemental General Conditions and Federal Labor Standards Provisions (PDF) (Word)
  • Exhibit 9-C: Letter of Transmittal of Construction Contract Checklist and Proposed Bid Document (PDF) (Word)
  • Exhibit 9-D: Notice of Contract Award and Pre-Construction Conference (PDF) (Word)
  • Exhibit 9-E: Contract Award Report and 1% Gross Receipts Witholding Report (PDF)
  • Exhibit 9-F: Sample Sub-Recipient Agreement for an Affordable Housing Project with Multiple Funding Sources (PDF) (Word)
  • Exhibit 9-G: Sample Interlocal Agreement for an Affordable Housing Project with Multiple Funding Sources (PDF) (Word)
  • Exhibit 9-H: Construction Contractor Registration Law (PDF)
  • Exhibit 9-I: Sample Sub-Recipient Agreement (PDF) (Word)
  • Exhibit 9-J: Checklist for CDBG Review of Construction Bid Documents (PDF) (Word)
  • Exhibit 9-K: Contractor Reporting Form (PDF) (Word)
  • Exhibit 9-L: Section 3 Summary Report (PDF) (Word)
  • Exhibit 9-M: Construction Management Checklist (PDF) (Word)
  • Exhibit 9-N: Sample Agreement for Owners of Low- and Moderate-Income Occupied Residential Property (PDF) (Word)
  • Exhibit 9-O: Notice of Security Interest in Real Property to Secure Repayment of Water/Wastewater System Assessment Assistance (PDF) (Word)

Chapter 10: Non-Competitive Housing Rehabilitation

  • Exhibit 10-A: Sample Abstract of Sub-Recipient Agreement (PDF) (Word)
  • Exhibit 10-B: CDBG PAR Guidance (PDF) (Word)
  • Exhibit 10-C: CDBG Pre-Acquisition Checklist (PDF) (Word)
  • Exhibit 10-D: CDBG Property Specific Rehab Checklist (PDF) (Word)
  • Exhibit 10-E: Sanoke CDBG Rehab Project Request (PDF) (Word)
  • Exhibit 10-F: CDBG Rehab Income Verification Form (PDF) (Word)
  • Exhibit 10-G: Sample CDBG Rehab Sub-Recipient Agreement (PDF) (Word)
  • Exhibit 10-H: Sample CDBG Rehab Detailed Site Budget (PDF) (Excel)
  • Exhibit 10-I: Sample CDBG Rehab Preliminary General Site Budget (PDF) (Word)
  • Exhibit 10-J: Sample CDBG Rehab Property Specific Implementation Schedule (PDF) (Word)
  • Exhibit 10-K: Sample CDBG Rehab URA GIN Notice (PDF) (Word)
  • Exhibit 10-L: Sample Voluntary Construction Statement for Rehab by Owner (PDF) (Word)
  • Exhibit 10-M: Sample Voluntary Rehab Participation Form (PDF) (Word)
  • Exhibit 10-N: Sample CDBG Rehab Owner Notice of Voluntary Acquisition - No Eminent Domain (PDF) (Word)
  • Exhibit 10-O: Sample CDBG Rehab Owner Notice of Voluntary Acquisition - With Eminent Domain (PDF) (Word)

Chapter 11: Project Monitoring

  • Exhibit 11-A: CDBG Project Monitoring Guide (PDF) (Word) 

Chapter 12: Project Closeout

  • Exhibit 12-A: Project Completion Report Instructions (PDF)
  • Exhibit 12-B: Final Performance Report (PDF) (Word)
  • Exhibit 12-C1: Certification of Completion and Final Status of Funds Report (PDF) (Word)
  • Exhibit 12-C2: Conditional Closeout Certification (PDF) (Word)
  • Exhibit 12-C3: Final Closeout Certification (PDF) (Word)
  • Exhibit 12-D: Direct Benefit Summary Data (PDF) (Word)
  • Exhibit 12-E: Contract Reporting Form (PDF) (Word)
  • Exhibit 12-F: Indirect Benefits Reporting Form (PDF) (Word) 
  • Exhibit 12-G: Calculation of CDBG Funds Used to Benefit LMI Households and Citation of National CDBG Objectives (PDF) (Word)
  • Exhibit 12-H: Section 3 Summary Report Form (PDF) (Word) 

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MONTANA DEPARTMENT OF COMMERCE
301 S. Park Ave.
PO Box 200523
Helena, MT 59620-0523

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