Community Development grantee forms and documents

Entering into Contract for Fiscal Year 26/27

Grantee resources to best prepare for entering into contract with MOHCD for this fiscal year.

2026-2027 Grantee Orientation Presentation - Updated July 22, 2026

2026-2027 CBO Fiscal Training - Uploaded June 22, 2026 (presentation slides available)

This training covers:

1. Cost Categorization: Direct, Shared Direct, Indirect
2. Indirect Cost Calculations
3. Changes to Major Budget Revisions
4. Supporting Documentation Review
5. Lessons Learned from FY 2025-26
6. Responsibilities and Next Steps

2025-26 MOHCD Grantee Handbook (PDF) - Uploaded March 3, 2026 (FY 26/27 updates coming soon!)

Grants Management System (GMS)

Resources to help grantees navigate the Grants Management System (GMS) throughout the entire lifecycle of a grant.

MOHCD Grants Management System (GMS) User Guide (PDF) - Uploaded March 3, 2026

GMS Agency Roles & User Access (PDF) - Updated May 1, 2019

Trainings and Webinars

Explore past training sessions, downloadable materials, and curated tools designed to support grantees.

Ensuring grant compliance

Resources to help ensure grantees remain compliant with local, state, and federal requirements.

Schedule A - MOHCD Compliance Checklist (PDF) - Updated July 22, 2026

Form H - Subcontracts and Equipment Purchases (PDF) - Updated August 6, 2026

2025-26 Use of Gift Card MOU Template (MS Word) - Uploaded May 16, 2025

MOHCD ADA Survey - Uploaded June 24, 2024

Comply with the First Source Hiring Program (Website) - Added May 16, 2025

MCO Declaration Form (PDF) - Updated October 1, 2018

HCAO Declaration Form (PDF) - Updated October 1, 2018

Sample OMB A-133 Audit Exemption Letter (MS Word) - Updated June 7, 2024

Setting up a budget

Resources to help grantees set up a project budget for success.

GMS Grant Budget Detail Requirements (MS Excel) - Updated July 22, 2026

Cost Allocation Plan Template (MS Excel) - Updated July 22, 2026

Total Project Budget Template (MS Excel) - Updated August 6, 2026

MTDC Calculator for Federal Fund Indirect Rate - One Federal Source (Excel) - Updated July 8, 2025

MTDC Calculator for Federal Fund Indirect Rate - Two Federal Sources (Excel) - Updated July 8, 2025

Controller's Office Guidelines and Reference Documents

Resources to help grantees stay up to date with Controller's Office guidelines.

Controller's Office Cost Categorization Guide (PDF) - Updated July 22, 2026

FY25-26 Citywide Nonprofit Standard Monitoring Form (PDF) - Updated December 12, 2025

Current fiscal year client intake forms and instructions for grantees to utilize.

2026-27 Client Intake Form Instructions (PDF) - Updated July 22, 2026

SOGI Questions and Gender Definitions - Chinese, Spanish and Filipino (Word) - Updated May 29, 2018

2026-27 MOHCD Client Intake Form - English (PDF) - Updated July 22, 2026

2026-27 MOHCD Client Intake Form - English (MS Word) - Updated July 22, 2026

2026-27 MOHCD Client Intake Form - Spanish (PDF) - Updated July 22, 2026

2026-27 MOHCD Client Intake Form - Spanish (MS Word) - Updated July 22, 2026

2026-27 MOHCD Client Intake Form - Chinese (PDF) - Updated July 22, 2026

2026-27 MOHCD Client Intake Form - Chinese (MS Word) - Updated July 22, 2026

2026-27 MOHCD Client Intake Form - Filipino (PDF) - Updated July 22, 2026

2026-27 MOHCD Client Intake Form - Filipino (Word) - Updated July 22, 2026

Economic Development program forms may be accessed on the Office of Economic and Workforce Development's site.