Implementation Manual, Forms and Appendices

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Click HERE for TxCDBG Modified Procedures (Updated 9/2/2020) for Public Hearings, Construction/Labor Standards, Environmental Review, Grant Contract Closeout and Income Surveys in Response to Public Health Emergency COVID-19.

Policy Issuance 20-01: Federal Provisions for Section 3 Requirements information can be found under Chapter 10. 

These forms may be updated as needed.
  FINAL 2020
Effective 9/1/2020
FINAL 2022
Grants awarded
on or after
11/1/2021

Complete TxCDBG Implementation Manual (Select forms are ONLY available below) Download  
Chapter Form No. Form Description    
Table of Contents  Download   
Acronym List Download   
Section A Community Development Program Overview Download   
TDA-GO Reference Documents New!    
 System Overview    Introduction to TDA-GO   Download 
 System Overview    TDA-GO Website Link    TDA-GO!
     CDBG TDA-GO Support Ticket Form   Click HERE 
 System Overview    Roles and Definitions   Download
 System Overview
   From Forms to TDA-GO Procedures   Download 
 Organization & User Set Up    Registering New Users and Organizations   Download
 Organization & User Set Up   Prepare for Transitions in Leadership:
How to Update the Mayor or Authorized Official
  Download 
Document Access    How to Add Users to a Grant Document   Download
View Tutorial
 Application Basics
   How to Initiate a Grant Application in TDA-GO   Download
 Application Basics    How to Find a Grant Application in TDA-GO    Download
 Application Basics    How to Submit an Application (Video Instructions)    View Tutorial
 Application Basics
   Responsibilities by Status   Download 
 Navigation
   How to Navigate the Blue Tools Menu in TDA-GO   Download 
 Key Actions    How to View and Execute a Grant Agreement    Download
View Tutorial 
Chapter 1 Administration and Reporting  Download Download
1 Admin. and Reporting
A100   Sample Signatory Resolution   Download 
1 Admin. and Reporting A101  Affidavit of Posting - Citizen Participation Public Hearing  Download  Download 
1 Admin. and Reporting A102 Administrative Activities Checklist Download  Download 
1 Admin. and Reporting A103 Filing System Download  Download 
1 Admin. and Reporting A104 DR Disaster Relief Quarterly Report (1 Year) Download  --- 
Chapter 2 Financial Management  Download  Download
2 Financial Management A201  *See A100 Download 
2 Financial Management A202 Depository-Authorized Signatories Designation Download   ---
2 Financial Management A203 Request for Payment Download TDA-GO only
2 Financial Management A206 Balance Adjustment Notice Download  TDA-GO only
 
2 Financial Management A207 Backup for Eligible Costs Download  Download 
2 Financial Management A208  TxCDBG Match Calculator Download  Download 
2 Financial Management  A209  Direct Deposit Form 74-176 Download  Download 
Chapter 3 Environmental Review Download  Download
3 Environmental Review A301 Request for Exemption from SHPO Review Download  TDA-GO only 
3 Environmental Review A302 Full Environmental Assessment (EA) Checklist Download  TDA-GO only 
3 Environmental Review A303 Exempt or Categorical Exclusion Not Subject to 58.5  Download  TDA-GO only 
3 Environmental Review A304 Categorical Exclusion Subject to 58.5 Download  TDA-GO only
3 Environmental Review A305 Sample NOI / RROF Download   TDA-GO only
3 Environmental Review A306 Sample Notice of FONSI Download  --- 
3 Environmental Review A307 Floodplain Early Notice and Explanation Sample Download  TDA-GO only 
3 Environmental Review A308 Request for Release of Funds (RROF) and Certification Form - HUD Form 7015.15 Download TDA-GO only
3 Environmental Review  A309 Summary of Levels of Environmental Review & Documentation Required in ERR Download Download
3 Environmental Review  A310  Sample Affidavit of Posting - Environmental (NEW!) Download See A101 
3 Environmental Review A311  Locations Not Eligible to Request Section 106 Exemption Download   ---
Chapter 4 Contract Special Conditions Download  Download
4 Contract Special Conditions A401 Certification of Pre-Construction Approvals Download   ---
Chapter 5 Procurement Procedures Download  Download
5 Procurement Procedures A503 Financial Interest Report (FIR) Download  TDA-GO only 
5 Procurement Procedures A504 Small Purchase Procurement Record Download  Download
5 Procurement Procedures A505 TDA Construction Contract Change Order Download TDA-GO only 
5 Procurement Procedures  A506 Request for Project-Specific Proposal Form Download Download 
5 Procurement Procedures A507 Response from Service Provider Form Download   Download
5 Procurement Procedures A508 Evaluation of Proposals Form Download   Download
5 Procurement Procedures    Frequently Asked Questions (FAQ) TxCDBG Conflict of Interest Provisions Download  Download 
Chapter 6 Acquisition  Download  Download
6 Acquisition A600 Initial Acquisition Report Download  TDA-GO only 
6 Acquisition A601 Acquisition Report Download  TDA-GO only 
6 Acquisition A602 HUD Appendix 30 - Guideform - Notice to Owner Involuntary Acquisition Download  Download 
6 Acquisition A603 HUD Appendix 31 - Guideform - Voluntary Acquisition Informational Notice - Agencies w/o E.D. Download   Download
6 Acquisition A604 HUD Appendix 32 - Voluntary Acquisition Informational Notice - Agencies with E.D. Download  Download 
6 Acquisition A605 Sample Notice of Agreement to Donate Download  Download 
6 Acquisition A606 Sample Notice to Owner for Donations of Easements and Rights of Way Download  Download 
6 Acquisition A607 Sample Just Compensation Determination Statement Download  Download 
6 Acquisition A608 Sample Owner Release Form for Donated Property Download  Download 
6 Acquisition A609 Sample Written Purchase Offer Download   Download
6 Acquisition A610 Administrative Settlement Guideform Download  Download 
Chapter 7 Davis-Bacon Labor Standards Download  Download
7 Labor Standards A701 Appointment of Labor Standards Officer (LSO) Download  TDA-GO only 
7 Labor Standards A702 Wage Rate Issuance Notice Download  TDA-GO only 
7 Labor Standards A703 Ten Day Confirmation Notice Download  TDA-GO only 
7 Labor Standards A704 Pre-construction Conference Report Download  Download 
7 Labor Standards A705 Request for Additional Classification and Rate Download  Download 
7 Labor Standards A707 Record of Employee Interview Download  Download  
7 Labor Standards A708 Sample DOL Payroll Form Download  Download 
7 Labor Standards A709 Certificate of Construction Completion (COCC) Download TDA-GO only 
7 Labor Standards A710 Final Wage Compliance Report (FWCR) Download  TDA-GO only 
7 Labor Standards A711 Davis-Bacon Coverage Chart Download  Download 
7 Labor Standards A712 Notice of Payroll Violation Download  Download  
7 Labor Standards A713  Notice of Determination to Assess Liquidated Damages Download  Download 
7 Labor Standards A714  Waiver Request Download  TDA-GO only 
Chapter 8 Force Account Labor Download  Download
8 Force Account Labor A800 Alternate Force Account Times Sheet Download   Download
8 Force Account Labor A801 Personnel Cost Calculation Sheet Download   ---
8 Force Account Labor A802 Equipment Cost Calculation Sheet Download   ---
8 Force Account Labor A803 Administrative Personnel Time Sheet Download   ---
8 Force Account Labor A804 Construction Personnel Time Sheet Download   ---
8 Force Account Labor A806 Multiple TxCDBG Contracts Personnel Time Sheet Download   ---
8 Force Account Labor A807 Certificate of Construction Completion for Force Account Download  Download 
8 Force Account Labor A808 Request to Use Force Account Labor Download  Download 
Chapter 9 [RESERVED]    
Chapter 10 Civil Rights Requirements  Download  Download
10 Civil Rights Requirements A1001 Sample Equal Opportunity Guidelines for Construction Contractors Download  --- 
10 Civil Rights Requirements A1002 Sample Section 3 Plan Download  --- 
10 Civil Rights Requirements A1002-22  Sample Code of Conduct     Download 
10 Civil Rights Requirements A1003 Sample Excessive Force Policy Download  Download 
10 Civil Rights Requirements A1004 Sample Section 504 Policy Against Discrimination based on Handicap and Grievance Procedure Download  Download 
10 Civil Rights Requirements A1005 Sample Notices - Civil Rights Download  Download
10 Civil Rights Requirements A1006 Section 504 Self-Evaluation Review Download   Download  
10 Civil Rights Requirements A1007 Sample Fair Housing Month Proclamation Download  Download 
10 Civil Rights Requirements A1008 Designation Form for Civil Rights Officer Download  TDA-GO only 
10 Civil Rights Requirements A1009 Sample Fair Housing Public Service Announcement Download  Download 
10 Civil Rights Requirements A1010 Limited English Proficiency Sample Plan Download  TDA-GO only 
10 Civil Rights Requirements A1011 FY 2021 Section 3 Annual Report Download  --- 
10 Civil Rights Requirements A1012 Prime Contractor - Section 3 Download  --- 
10 Civil Rights Requirements A1013 Sample Citizen Participation Plan Download  Download
10 Civil Rights Requirements A1014 Sample Civil Rights Resolution Download 
10 Civil Rights Requirements A1015 Sample Fair Housing Policy Download  Download
10 Civil Rights Requirements A1016 Civil Rights Responsibilities Checklist Download  Download 
10 Civil Rights Requirements A1017 Civil Rights Affidavit of Posting Download  --- 
10 Civil Rights Requirements   Policy Issuance 20-01 (revised 9/13/21) Download  ---
10 Civil Rights Requirements   Policy Issuance 20-01 - Revised 10.2.2 Section 3 Requirements (Updated 9/13/21) Download  ---
10 Civil Rights Requirements A1021  Sample Section 3 Service Area (Updated 8/17/21) Download   Download
10 Civil Rights Requirements A1022  Employer Certification Form (Excel version) Updated 9/13/21 Download  Download 
10 Civil Rights Requirements  A1023 Certification as Section 3 Business Download  Download 
10 Civil Rights Requirements  A1024 Section 3 Sample Presentation to Local Community New! Download Download 
Chapter 11 Contract Amendments  Download  Download
11 Contract Amendments A1101 Contract Amendment - Modification Request Download   TDA-GO only
Chapter 12 Contract Closeout Download  Download
12 Contract Closeout A1200 Project Completion Report (PCR) (Updated 9/1/21 to reflect updated Sec. 3 reporting requirements) Download  TDA-GO only 
Chapter 13 Monitor Review Download  Download
13 Monitor Review A1301 Monitor Checklist Download  TDA-GO only 
13 Monitor Review A1302 Self-Monitoring Review Checklist and Certification Download  TDA-GO only
13 Monitor Review
A1302  Support Documentation for Monitoring Review
   View/Download 
Chapter 14 Audit Requirements Download  Download 
14 Audit Requirements   Audit Certification Form Online Submission Click HERE   TDA-GO only 
14 Audit Requirements A1402 Sample Request for Proposals for Audit Services Download  Download
Section B Planning Download  Download
B Planning B1 Sample Environmental Exemption Letter - Best practice Download  ---
B Planning B2 Sample Filing System Guide for Planning Projects Download  Download 
B Planning B4 Sample Public Advertisement for Planning Services Download  Download 
B Planning B5 Sample Request for Proposals, Cover Letter Download Download 
B Planning B6 Sample Request for Proposals for Planning Services Download Download 
B Planning B7 Sample Proposal Rating Sheet for Planning Services Download  Download 
B Planning B8 Planning Quarterly Progress Report Download  ---
B Planning B10 Sample Public Hearing Notice Download  Download 
B Planning B11 Beneficiary Report for Planning & Capacity Building Fund Download  --- 
B Planning B12 Sample Closeout Letter Download  --- 
B Planning B13 Planning Monitoring Checklist Download Download 
Section C Housing Rehabilitation  Download  Download
C Housing Rehabilitation C1 Housing Annual Beneficiary Report Instructions Download  ---
C Housing Rehabilitation C2 Sample Housing Rehabilitation Guidelines Download  Download 
C Housing Rehabilitation C2a Status of Compliance with Lead-Based Paint Regulations Download  Download 
C Housing Rehabilitation C2b Certification of Lead-Based Paint Exemption Download  Download 
C Housing Rehabilitation C3 Housing Rehabilitation Work Write-up and Cost Estimate Worksheet Download  Download
C Housing Rehabilitation C4 Housing Rehabilitation Change Order Request Approval Download  Download 
C Housing Rehabilitation C5 Housing Rehabilitation Payment Request Download  Download
C Housing Rehabilitation C6 Housing Rehabilitation Case File Review Download  Download 
C Housing Rehabilitation C7 Summary of Major Lead-Based Paint Regulations Download  Download 
C Housing Rehabilitation C8 Home Inspector Qualification Certification Download  Download 
C Housing Rehabilitation C9 Sample Release of Lien Final Download  Download 
Section C Part II OSSF Download   
CII OSSF CII1 OSSF Instructions Download ---
CII OSSF  CII2 Sample OSSF Guidelines Download  Download
CII OSSF  CII2.A Yardline Assistance Guidelines Template Download Download
CII OSSF  CII3 OSSF Checklist Download   Download
CII OSSF CII504 OSSF Small Purchase Procurement Record Download   Download
CII OSSF CII505 Construction Contract Change Order Download Download 
CII OSSF CII709 Certificate of Construction Completion for OSSF Projects Download  Download 
CII OSSF  CII709I Certificate of Construction Completion for OSSF Projects (Individual Homeowner) Download Download 
Section D Texas Capital Fund  Download  Download
D Texas Capital Fund D1 TCF Contractor-Company Agreement Certification and Guide Download  Download
D Texas Capital Fund D5 Quarterly Employee Certification Report (ECR) Download  ---
D Texas Capital Fund D7 2020 TCF Survey Questionnaire (Family Income/Size Certification) Download Download
D Texas Capital Fund D7 2020 TCF Survey Questionnaire (Family Income/Size Certification) en Español Download  Download
D Texas Capital Fund D8 TCF Aggregate Benefit Report Download  Download 
D Texas Capital Fund D9 SMRF Loan Certification Form Download ---
D Texas Capital Fund D10 SMRF Underwriting Certification Download  ---
D Texas Capital Fund  D11 SMRF Loan Expense Ledger Download ---
D Texas Capital Fund D1200 TCF Project Completion Report (PCR) Download  TDA-GO only 
Section E Self-Help Centers Download   
Section F Small Towns Environment Program STEP Download   
F STEP F1 STEP Volunteer Time Distribution Sheet Download  ---
F STEP F2 STEP Equipment-Materials Time Distribution Sheet Download  ---
F STEP F3 STEP Equipment Cost Calculation Sheet Download ---
F STEP F4 STEP Contract Amendment Checklist Download  ---
F STEP F5 STEP Certificate of Construction Completion Download  ---
F STEP F6 STEP 24 CFR Part 70 Use of Volunteers Download  ---
Appendices (Word Versions only)    
Appendix A Links to Resources including State and Federal Regulations Download  ---
Appendix B Required Contract Provisions Download  ---
Appendix C Sample Code of Conduct Policy (See Chapter 10 Civil Rights Requirements for 2022 version)
Download  ---
Appendix C Vehicle/Equipment General Conditions DRAFT   Download 
Appendix D Sample Administration Services RFP Packet Download  ---
Appendix E Sample Engineering Services RFQ Packet Download  ---
Appendix F Sample Construction Bid Packet Download  ---
Appendix F*  HUD-4010 Required Contract Provisions Download  ---
Appendix G Sample Material Bid Download  ---
Appendix H Pre-Application Procurement Q&A Download  ---
Appendix I Conflict of Interest Policy Download  ---
 
POLICY ISSUANCE 19-01 Revised version posted 4/1/2019