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CDBG Section 3 - Reporting

The CDBG grantee is responsible for submitting quarterly financial and program performance reports.
This Section contains the appropriate forms and any necessary instructions.

All reports are required during the contract period regardless of whether funds were expended or project activities were undertaken during the calendar quarter.

Public Facility and Economic Development, Projects​

Exhibit III-A.1 and A: Instructions and Report for Quarterly Financial and Performance Stats Report

Economic Development Projects

Exhibit III - B.1: Instructions for Quarterly Performance Employment Report
Exhibit III - B: Quarterly Performance Employment Report Form
Exhibit III - F.1: Instructions for Quarterly Financial Report
Exhibit III - F: Quarterly Financial Report Form

Housing Development Projects

Exhibit III-G and H: Instructions and Report form for Quarterly Financial Status Report

Overview

The CDBG grantee is responsible for submitting quarterly financial and program performance reports. This Section contains the appropriate forms and any necessary instructions.

All reports are required during the contract period regardless of whether funds were expended or project activities were undertaken during the calendar quarter.

Financial and Quarterly Rerports (Public Facilities and OEDIT)

  • The Quarterly Financial & Performance Status Report for Public Facility AND Economic Development projects is contained in Exhibit A along with the instructions.
  • The Quarterly Employment Performance Report for Economic Development projects is contained in Exhibit D. (The instructions are contained in Exhibit C.)
  • The Quarterly Microenterprise Performance Report for Economic Development projects is contained in Exhibit F. (The instructions are contained in Exhibit E.)

All Quarterly Perfomance Reports and Quarterly Financial & Performance Status Reports are due to the State within 30 days after the end of each Calendar Quarter. Send one (1) copy unless otherwise directed by your project monitor!

Financial Reports for DOH

The Quarterly Financial Status Report for Division of Housing is contained in Exhibit H. The instructions are contained in Exhibit G.

All Quartly Financial Reports and Quarterly Financial & Performance Status Reports are due to the State within 30 days after the end of each Calendar Quarter. Send only one (1) copy! The final Financial Report or Financial & Performance Status Report is due within 30 days after the completion of the project.

Calendar Quarters

Quarterly PeriodDue Dates
January 1 thru March 31Due - April 30
April 1 thru June 30Due - July 31
July 1 thru September 30Due - October 31
October 1 thru December 31Due - January 31

For Economic Development Projects only!

Quarterly Expenditures Estimate

For expenditures incurred during the quarterly reporting periods described above, grantees are required to submit either a Request for Reimbursement (See Section II, Exhibit II-A) or an estimate of the CDBG contract expenses incurred to date but not requested. This information must be submitted to your Program Manager by no later than the 5th of the month after the end of the Calendar Quarter. Send only one (1) original!

This form should be used to report problems or issues with this website. Questions pertaining to a program or service provided by DLG should be addressed to contact information located on the specific program pages.

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