Implementation Manual, Forms and Appendices

Click HERE for a letter from the Director regarding the 2019 Revisions to the TxCDBG Project Implementation Manual.Click HERE for chart showing the changes from the 2018 to the 2019 Manual. Some browsers do not correctly display or open PDF files. If you have trouble opening the below files, please first try a different browser or download the form to your computer before opening. If you continue to have issues, contact TDA staff for assistance.

These forms may be updated as needed.
  FINAL2019Effective 9/1/2019 
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 
Chapter 1 Administration and Reporting  Download 
1 Admin. and Reporting A102 Administrative Activities Checklist Download 
1 Admin. and Reporting A103 Filing System Download 
1 Admin. and Reporting A104 DR Disaster Relief Quarterly Report (1 Year) Download 
Chapter 2 Financial Management  Download 
2 Financial Management A201 Sample Signatory Resolution  Download 
2 Financial Management A202 Depository-Authorized Signatories Designation Download 
2 Financial Management A203 Request for Payment Download 
2 Financial Management A206 Balance Adjustment Notice Download 
2 Financial Management A207 Backup for Eligible Costs Download 
2 Financial Management A208  TxCDBG Match Calculator Download 
2 Financial Management  A209  Direct Deposit Form 74-176 Download 
Chapter 3 Environmental Review Download 
3 Environmental Review A301 Request for Exemption from SHPO Review Download 
3 Environmental Review A302 Full Environmental Assessment (EA) Checklist Download 
3 Environmental Review A303 Exempt or Categorical Exclusion Not Subject to 58.5  Download 
3 Environmental Review A304 Categorical Exclusion Subject to 58.5 Download 
3 Environmental Review A305 Sample NOI / RROF  Download  
3 Environmental Review A306 Sample Notice of FONSI  Download  
3 Environmental Review A307 Floodplain Early Notice and Explanation Sample Download 
3 Environmental Review A308 Sample Request for Release of Funds (RROF) Download 
3 Environmental Review  A309 Summary of Levels of Environmental Review & Documentation Required in ERR Download 
3 Environmental Review  A310  Sample Affidavit of Posting - Environmental (NEW!) Download 
Chapter 4 Contract Special Conditions Download 
4 Contract Special Conditions A401 Certification of Pre-Construction Approvals  Download  
Chapter 5 Procurement Procedures Download 
5 Procurement Procedures A503 Financial Interest Report (FIR) Download 
5 Procurement Procedures A504 Small Purchase Procurement Record  Download  
5 Procurement Procedures A505 TDA Construction Contract Change Order Download 
5 Procurement Procedures  A506 Request for Project-Specific Proposal Form  Download  
5 Procurement Procedures A507 Response from Service Provider Form  Download  
5 Procurement Procedures A508 Evaluation of Proposals Form  Download  
5 Procurement Procedures    Frequently Asked Questions (FAQ) TxCDBG Conflict of Interest Provisions  Download  
Chapter 6 Acquisition  Download 
6 Acquisition A600 Initial Acquisition Report Download 
6 Acquisition A601 Acquisition Report Download 
6 Acquisition A602 HUD Appendix 30 - Guideform - Notice to Owner Involuntary Acquisition Download 
6 Acquisition A603 HUD Appendix 31 - Guideform - Voluntary Acquisition Informational Notice - Agencies w/o E.D. Download 
6 Acquisition A604 HUD Appendix 32 - Voluntary Acquisition Informational Notice - Agencies with E.D. Download 
6 Acquisition A605 Sample Notice of Agreement to Donate Download 
6 Acquisition A606 Sample Notice to Owner for Donations of Easements and Rights of Way Download 
6 Acquisition A607 Sample Just Compensation Determination Statement Download 
6 Acquisition A608 Sample Owner Release Form for Donated Property  Download  
6 Acquisition A609 Sample Written Purchase Offer Download 
6 Acquisition A610 Administrative Settlement Guideform  Download  
Chapter 7 Davis-Bacon Labor Standards Download 
7 Labor Standards A701 Appointment of Labor Standards Officer (LSO)  Download  
7 Labor Standards A702 Wage Rate Issuance Notice Download 
7 Labor Standards A703 Ten Day Confirmation Notice Download 
7 Labor Standards A704 Pre-construction Conference Report Download 
7 Labor Standards A705 Request for Additional Classification and Rate Download 
7 Labor Standards A707 Record of Employee Interview  Download  
7 Labor Standards A708 Sample DOL Payroll Form Download 
7 Labor Standards A709 Certificate of Construction Completion (COCC)  Download  
7 Labor Standards A710 Final Wage Compliance Report (FWCR) Download 
7 Labor Standards A711 Davis-Bacon Coverage Chart Download 
7 Labor Standards A712 Notice of Payroll Violation Download 
7 Labor Standards A713  Notice of Determination to Assess Liquidated Damages  Download  
7 Labor Standards A714  Waiver Request Download 
Chapter 8 Force Account Labor Download 
8 Force Account Labor A800 Alternate Force Account Times Sheet 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 
8 Force Account Labor A808 Request to Use Force Account Labor  Download  
Chapter 9 [RESERVED]  
Chapter 10 Civil Rights Requirements  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 A1003 Sample Excessive Force Policy Download 
10 Civil Rights Requirements A1004 Sample Section 504 Policy Against Discrimination based on Handicap and Grievance Procedure Download 
10 Civil Rights Requirements A1005 Sample Notices - Civil Rights Download 
10 Civil Rights Requirements A1006 Section 504 Self-Evaluation Review Download 
10 Civil Rights Requirements A1007 Sample Fair Housing Month Proclamation Download 
10 Civil Rights Requirements A1008 Designation Form for Civil Rights Officer Download 
10 Civil Rights Requirements A1009 Sample Fair Housing Public Service Announcement Download 
10 Civil Rights Requirements A1010 Limited English Proficiency Sample Plan Download 
10 Civil Rights Requirements A1011 FY 2019 Section 3 Annual Report Download 
10 Civil Rights Requirements A1011 FY 2020 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 
10 Civil Rights Requirements A1014 Sample Civil Rights Resolution Download 
10 Civil Rights Requirements A1015 Sample Fair Housing Policy Download 
10 Civil Rights Requirements A1016 Civil Rights Responsibilities Checklist Download 
10 Civil Rights Requirements A1017 Civil Rights Affidavit of Posting Download
Chapter 11 Contract Amendments  Download 
11 Contract Amendments A1101 Contract Amendment - Modification Request Download
Chapter 12 Contract Closeout Download 
12 Contract Closeout A1200 Project Completion Report (PCR)  Download  
Chapter 13 Monitor Review Download 
13 Monitor Review A1301 Monitor Checklist Download 
13 Monitor Review A1302  Self-Monitoring Review Checklist and Certification  Download  
Chapter 14 Audit Requirements Download 
14 Audit Requirements   Audit Certification Form Online Submission Click HERE 
14 Audit Requirements A1402 Sample Request for Proposals for Audit Services Download 
Section B Planning Download 
B Planning B1 Sample Environmental Exemption Letter - Best practice Download 
B Planning B2 Sample Filing System Guide for Planning Projects Download 
B Planning B4 Sample Public Advertisement for Planning Services  Download  
B Planning B5 Sample Request for Proposals, Cover Letter Download 
B Planning B6 Sample Request for Proposals for Planning Services Download 
B Planning B7 Sample Proposal Rating Sheet for Planning Services Download 
B Planning B8 Planning Quarterly Progress Report Download 
B Planning B10 Sample Public Hearing Notice 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 
Section C Housing Rehabilitation  Download 
C Housing Rehabilitation C1 Housing Annual Beneficiary Report Instructions Download 
C Housing Rehabilitation C2 Sample Housing Rehabilitation Guidelines Download 
C Housing Rehabilitation C2a Status of Compliance with Lead-Based Paint Regulations  Download  
C Housing Rehabilitation C2b Certification of Lead-Based Paint Exemption  Download  
C Housing Rehabilitation C3 Housing Rehabilitation Work Write-up and Cost Estimate Worksheet Download 
C Housing Rehabilitation C4 Housing Rehabilitation Change Order Request Approval Download 
C Housing Rehabilitation C5 Housing Rehabilitation Payment Request Download 
C Housing Rehabilitation C6 Housing Rehabilitation Case File Review Download 
C Housing Rehabilitation C7 Summary of Major Lead-Based Paint Regulations  Download  
C Housing Rehabilitation C8 Home Inspector Qualification Certification Download 
C Housing Rehabilitation C9 Sample Release of Lien Final Download 
Section C Part II OSSF Download 
CII OSSF CII1 OSSF Instructions Download 
CII OSSF  CII2 Sample OSSF Guidelines Download 
CII OSSF  CII2.A Yardline Assistance Guidelines Template Download 
CII OSSF  CII3 OSSF Checklist Download 
CII OSSF CII504 OSSF Small Purchase Procurement Record Download 
CII OSSF CII505 Construction Contract Change Order Download 
CII OSSF CII709 Certificate of Construction Completion for OSSF Projects Download 
CII OSSF  CII709I Certificate of Construction Completion for OSSF Projects (Individual Homeowner) Download 
Section D Texas Capital Fund  Download 
D Texas Capital Fund D1 TCF Contractor-Company Agreement Certification and Guide Download 
D Texas Capital Fund D5 Quarterly Employee Certification Report (ECR)  Download  
D Texas Capital Fund D7 2019 TCF Survey Questionnaire (Family Income/Size Certification) Download 
D Texas Capital Fund D7 2019 TCF Survey Questionnaire (Family Income/Size Certification) en Español Download 
D Texas Capital Fund D8 TCF Aggregate Benefit Report 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 
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 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