CDBG Subrecipient Management – April 2024 Student File Downloads

Supporting materials for each week will be made available prior to the first session of the week. Participants should use the links below to download supporting materials that will be needed for the course.

Presentation Slides & Polling Questions are available for download on your Personal Access Pass, under the Download tab.

For Session 1, participants will need:

• Homework – Exercise 1
  • https://ncdaonline.org/wp-content/uploads/2021/04/SM-Homework-Assignment-1.pdf 

For Session 2, participants will need:

• Homework – Exercise 2
  • https://ncdaonline.org/wp-content/uploads/2021/04/SM-Homework-Assignment-2.pdf
• 2 CFR 200 – Subpart D
  • https://ncdaonline.org/wp-content/uploads/2020/10/2-CFR-200-Subpart-D-Effective-November-12-2020.pdf
• Internal Controls for Subrecipient Management
  • https://ncdaonline.org/wp-content/uploads/2020/10/Internal-Controls-for-Subrecipient-Management-Appendix-C.pdf

For Session 3, participants will need:

• Homework – Exercise 3
  • https://ncdaonline.org/wp-content/uploads/2021/04/SM-Homework-Assignment-3.pdf
• Happy Valley Human Resource Agency Application
  • https://ncdaonline.org/wp-content/uploads/2020/10/Happy-Valley-Application-HVHRA-Vulnerable-Seniors.pdf
• Happy Valley Application Scoring Criteria
  • https://ncdaonline.org/wp-content/uploads/2020/10/Happy-Valley-Scoring-Criteria-Rev.-090318.pdf
• Happy Valley Public Service Priorities Chart
  • https://ncdaonline.org/wp-content/uploads/2020/10/Public-Service-Priorities.pdf 

• Matrix Code National Objective Table
  • https://ncdaonline.org/wp-content/uploads/2020/08/IDIS-Matrix-Codes-Nat.-Obj.-Summary-2019.pdf

For Session 4, participants will need:

• Homework – Exercise 4
  • https://ncdaonline.org/wp-content/uploads/2021/04/SM-Homework-Assignment-4.pdf
• Federal Award Identification Worksheet template
  • https://ncdaonline.org/wp-content/uploads/2022/02/Federal-Award-Identification-Worksheet-02.2022.pdf

For Session 5, participants will need:

• Homework – Exercise 5
  • https://ncdaonline.org/wp-content/uploads/2021/04/SM-Homework-Assignment-5.pdf
• CDBG IDIS Activity Setup Information template
  • https://ncdaonline.org/wp-content/uploads/2020/10/IDIS-Activity-Information-Sheet.pdf

For Session 6, participants will need:

• Homework – Exercise 6
  • https://ncdaonline.org/wp-content/uploads/2021/04/SM-Homework-Assignment-6.pdf
• Internal Controls Checklist
  • https://ncdaonline.org/wp-content/uploads/2020/09/An-Internal-Controls-Checklist.pdf

For Session 7, participants will need:

• Risk Analysis Template
  • https://ncdaonline.org/wp-content/uploads/2021/05/Risk-Analysis-Worksheet.pdf
• Homework – Exercise 7
  1. Instructions
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.1-Homework-Assignment-7-Instructions.pdf
  2. Desk Monitoring Questions and Checklist
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.2-SUBRECIPIENT-MANAGEMENT-Exercise-7-Desk-Monitoring-Questions-and-Checklist.pdf
  3. Happy Valley Community Development Department Document Checklist
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.3-Happy-Valley-Community-Development-Department-Document-Checklist.pdf
  4. Happy Valley Community Development Department Application
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.4-Happy-Valley-Community-Development-Department-Application.pdf
  5. Happy Valley Family Center Subrecipient Agreement
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.5-Happy-Valley-Family-Center-Subrecipient-Agreement.pdf
  6. Miscellaneous Documents
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.6-Miscellaneous-Documents.pdf
  7. Happy Valley Family Center Purchasing Policy
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.7-Happy-Valley-Family-Center-Purchasing-Policy.pdf
  8. Happy Valley Family Center Policies and Procedures
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.8-Happy-Valley-Family-Center-Policies-and-Procedures.pdf
  9. Happy Valley Family Center Staff Structure
     • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.9-Happy-Valley-Family-Center-Staff-Structure.pdf
  10. Happy Valley Family Center Positive Parenting Client Information Packet
      • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.10-Happy-Valley-Family-Center-Positive-Parenting-Client-Information-Packet.pdf
  11. Happy Valley Family Center Reimbursement Requests
      • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.11-Happy-Valley-Family-Center-Reimbursement-Requests.pdf
  12. Happy Valley Community Development Department Activity Report – Mid-Year and Final
      • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.12-Happy-Valley-Community-Development-Department-Activity-Report-Mid-Year-and-Final.pdf
  13. Homework Assignment Seven
      • https://ncdaonline.org/wp-content/uploads/2021/04/SM7.13-SUBRECIPIENT-MANAGEMENT-Exercise-7-Homework-Assignment-Seven.pdf

For Session 8, participants will need only the slides and polling questions.

Other Resources Available:

• CDBG Glossary for Subrecipients
  • https://ncdaonline.org/wp-content/uploads/2020/10/CDBG-Glossary-for-Subrecipients.pdf
• Annotated Bibliography/Chapter 12 Problem Solving, Subrecipient Management
  • https://ncdaonline.org/wp-content/uploads/2020/10/Chapter-12-Problem-Solving-Subrecipient-Management-Manual.pdf
• Managing CDBG: Subrecipient Oversight
  • https://www.hudexchange.info/resource/6577/managing-cdbg-guidebook-for-cdbg-grantees-on-subrecipient-oversight/
• The Green Book Internal Controls
  • https://ncdaonline.org/wp-content/uploads/2020/10/The-Green-Book-Internal-Controls.pdf