Disaster Recovery Library: Financial Management

Financial management covers several topics, including: timekeeping, processing invoices, budgeting, and tracking expenditures. Grantees must demonstrate to HUD that they have the capacity to manage funds and will set up systems to prevent fraud, waste, and abuse.

All Resources

CDBG-DR and CDBG-MIT

CDBG-DR/MIT Webinar Series: Duplication of Benefits: Understanding and Applying the Requirements

Date Published: September 2020
Grant Type: CDBG-DR; CDBG-MIT
Program Area: Not Specific
Topic: Duplication of Benefits; Financial Management; Monitoring and Compliance
Phase: Implementation; Launch; Pre-agreement
Disaster Year: Not Specific

CDBG-DR Only

P.L. 116-20 and 115-254 CDBG-DR Financial Management and Grant Compliance Certification Checklist and Addendums

Date Published: January 2021
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Pre-agreement
Disaster Year: 2017-2019 Disaster Events

P.L. 114-113 Guide for Review of Financial Management for CDBG-DR Grantees and Addendum

Date Published: October 2020
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Launch; Pre-agreement
Disaster Year: 2017-2019 Disaster Events

P.L. 114-223 and 114-254 Certification Checklist and Addendum

Date Published: October 2020
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Pre-agreement
Disaster Year: Louisiana Floods and Other 2016 Events

P.L. 114-223 and 114-254 Guide for Review of Financial Management for CDBG-DR Grantees and Addendum

Date Published: October 2020
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Implementation; Launch; Pre-agreement
Disaster Year: 2017-2019 Disaster Events

CDBG-DR COVID-19 FAQs

Date Published: July 2020
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management; Policies and Procedures/Process Mapping
Phase: Not Specific
Disaster Year: Not Specific

CDBG-DR Comp Time Authorization Form

Date Published: October 2018
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Implementation
Disaster Year: 2017-2019 Disaster Events

CDBG-DR Grantee Projections of Expenditures and Outcomes Template and Guidance

Date Published: July 2018
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management; Recordkeeping; Reporting
Phase: Pre-agreement
Disaster Year: Not Specific

2017 CDBG-DR P.L.113-2 New Expenditure Deadline Tracking Webinar

Date Published: February 2017
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: DRGR; Financial Management; Monitoring and Compliance
Phase: Implementation; Launch
Disaster Year: Hurricane Sandy and Other Disasters Occurring in 2011-2013 (P.L. 113-2)

2016 CDBG-DR Duplication of Benefits Webinar

Date Published: April 2016
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Duplication of Benefits; Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

2016 CDBG-DR Duplicación de Beneficios

Date Published: April 2016
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Duplication of Benefits; Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

2016 CDBG-DR Program Planning, Administration and Activity Delivery Webinar

Date Published: March 2016
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Implementation; Launch; Pre-agreement
Disaster Year: Not Specific

Seminario en Línea sobre la Planificación, Administración, y Ejecución de Actividades de CDBG-DR

Date Published: March 2016
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Implementation; Launch; Pre-agreement
Disaster Year: Not Specific

HUD's National Disaster Resilience Competition Webinar

Date Published: October 2014
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Not Specific
Disaster Year: Not Specific

NDRC NOFA: Unmet Recovery Need/Most Impacted and Distressed Threshold Response Briefing

Date Published: September 2014
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Not Specific
Disaster Year: Not Specific

Certification Checklist for CDBG-DR Grantees under the Disaster Relief Appropriations Act, 2013

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Pre-agreement
Disaster Year: Hurricane Sandy and Other Disasters Occurring in 2011-2013 (P.L. 113-2)

Guide for Review of Financial Management - Modified for CDBG-DR Grantees under Public Law 113-2

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management; Monitoring and Compliance; Procurement
Phase: Pre-agreement
Disaster Year: Hurricane Sandy and Other Disasters Occurring in 2011-2013 (P.L. 113-2)

Disaster Recovery Small Rental Rehabilitation Rental Pro Forma

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Small Rental Rehabilitation
Topic: Contract Management; Data/Data-sharing; Financial Management
Phase: Implementation; Launch; Pre-agreement
Disaster Year: Not Specific

Disaster Recovery Buyout Award Calculation Methodology (Advanced)

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Buyout
Topic: Data/Data-sharing; Financial Management; Recordkeeping
Phase: Implementation; Launch
Disaster Year: Not Specific

Crosscutting Federal Requirements Overview for CDBG-DR Grantees

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Community Outreach; Data/Data-sharing; Financial Management; Procurement
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Homebuyer Housing Development Buyer Financing Manual

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Homeownership Assistance
Topic: Financial Management; Policies and Procedures/Process Mapping
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Small Rental Rehabilitation Subordination Procedures, Form and Guidance

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Small Rental Rehabilitation
Topic: Contract Management; Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Development Basics

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Letter of Intent

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Contract Management; Financial Management; Policies and Procedures/Process Mapping
Phase: Implementation
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Subsidy Layering Review Worksheet

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management; Policies and Procedures/Process Mapping
Phase: Implementation
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Gap Financing Note

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management; Policies and Procedures/Process Mapping
Phase: Implementation
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Mortgage

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Intercreditor Agreement

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Subordination Agreement

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Operating Deficit Guaranty

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Regulatory Agreement

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Small Business Loan and Grant Notice of Funding Availability (NOFA)

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Business Loan and Grant
Topic: Financial Management; Program Operations
Phase: Implementation; Launch
Disaster Year: Not Specific

CDBG-DR Grantee Projections of Expenditures and Outcomes Template and Guidance

Date Published: January 2013
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Launch; Pre-agreement
Disaster Year: Not Specific

CDBG-MIT Only

CDBG-MIT Benefit Cost Analysis and Alternative Methodologies Training

Date Published: November 2020
Grant Type: CDBG-MIT
Program Area: Infrastructure
Topic: Financial Management; Program Operations
Phase: Launch
Disaster Year: 2017-2019 Disaster Events

CDBG-MIT Financial Management and Grant Compliance Certification Checklist and Addendum

Date Published: October 2020
Grant Type: CDBG-MIT
Program Area: Not Specific
Topic: Financial Management
Phase: Pre-agreement
Disaster Year: 2017-2019 Disaster Events; Not Specific

Home Repair Program Financial Management Staffing Analysis

Date Published: June 2019
Grant Type: CDBG-MIT
Program Area: Homeowner Rehabilitation
Topic: Financial Management
Phase: Launch
Disaster Year: Not Specific

CDBG-DR and CDBG-MIT

CDBG-DR/MIT Webinar Series: Duplication of Benefits: Understanding and Applying the Requirements

Date Published: September 2020
Grant Type: CDBG-DR; CDBG-MIT
Program Area: Not Specific
Topic: Duplication of Benefits; Financial Management; Monitoring and Compliance
Phase: Implementation; Launch; Pre-agreement
Disaster Year: Not Specific

CDBG-DR Only

P.L. 116-20 and 115-254 CDBG-DR Financial Management and Grant Compliance Certification Checklist and Addendums

Date Published: January 2021
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Pre-agreement
Disaster Year: 2017-2019 Disaster Events

P.L. 114-113 Guide for Review of Financial Management for CDBG-DR Grantees and Addendum

Date Published: October 2020
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Launch; Pre-agreement
Disaster Year: 2017-2019 Disaster Events

P.L. 114-223 and 114-254 Certification Checklist and Addendum

Date Published: October 2020
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Pre-agreement
Disaster Year: Louisiana Floods and Other 2016 Events

P.L. 114-223 and 114-254 Guide for Review of Financial Management for CDBG-DR Grantees and Addendum

Date Published: October 2020
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Implementation; Launch; Pre-agreement
Disaster Year: 2017-2019 Disaster Events

CDBG-DR COVID-19 FAQs

Date Published: July 2020
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management; Policies and Procedures/Process Mapping
Phase: Not Specific
Disaster Year: Not Specific

CDBG-DR Comp Time Authorization Form

Date Published: October 2018
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Implementation
Disaster Year: 2017-2019 Disaster Events

CDBG-DR Grantee Projections of Expenditures and Outcomes Template and Guidance

Date Published: July 2018
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management; Recordkeeping; Reporting
Phase: Pre-agreement
Disaster Year: Not Specific

2017 CDBG-DR P.L.113-2 New Expenditure Deadline Tracking Webinar

Date Published: February 2017
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: DRGR; Financial Management; Monitoring and Compliance
Phase: Implementation; Launch
Disaster Year: Hurricane Sandy and Other Disasters Occurring in 2011-2013 (P.L. 113-2)

2016 CDBG-DR Duplication of Benefits Webinar

Date Published: April 2016
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Duplication of Benefits; Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

2016 CDBG-DR Duplicación de Beneficios

Date Published: April 2016
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Duplication of Benefits; Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

2016 CDBG-DR Program Planning, Administration & Activity Delivery Webinar

Date Published: March 2016
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Implementation; Launch; Pre-agreement
Disaster Year: Not Specific

Seminario en Línea sobre la Planificación, Administración, y Ejecución de Actividades de CDBG-DR

Date Published: March 2016
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Implementation; Launch; Pre-agreement
Disaster Year: Not Specific

HUD's National Disaster Resilience Competition Webinar

Date Published: October 2014
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Not Specific
Disaster Year: Not Specific

NDRC NOFA: Unmet Recovery Need/Most Impacted and Distressed Threshold Response Briefing

Date Published: September 2014
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Not Specific
Disaster Year: Not Specific

Certification Checklist for CDBG-DR Grantees under the Disaster Relief Appropriations Act, 2013

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Pre-agreement
Disaster Year: Hurricane Sandy and Other Disasters Occurring in 2011-2013 (P.L. 113-2)

Disaster Recovery Small Rental Rehabilitation Rental Pro Forma

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Small Rental Rehabilitation
Topic: Contract Management; Data/Data-sharing; Financial Management
Phase: Implementation; Launch; Pre-agreement
Disaster Year: Not Specific

Disaster Recovery Buyout Award Calculation Methodology (Advanced)

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Buyout
Topic: Data/Data-sharing; Financial Management; Recordkeeping
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Small Rental RehabilitationSubordination Procedures, Form and Guidance

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Small Rental Rehabilitation
Topic: Contract Management; Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Development Basics

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Homebuyer Housing Development Buyer Financing Manual

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Homeownership Assistance
Topic: Financial Management; Policies and Procedures/Process Mapping
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Letter of Intent

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Contract Management; Financial Management; Policies and Procedures/Process Mapping
Phase: Implementation
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Subsidy Layering Review Worksheet

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management; Policies and Procedures/Process Mapping
Phase: Implementation
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Gap Financing Note

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management; Policies and Procedures/Process Mapping
Phase: Implementation
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Mortgage

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Guide for Review of Financial Management - Modified for CDBG-DR Grantees under Public Law 113-2

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management; Monitoring and Compliance; Procurement
Phase: Pre-agreement
Disaster Year: Hurricane Sandy and Other Disasters Occurring in 2011-2013 (P.L. 113-2)

Crosscutting Federal Requirements Overview for CDBG-DR Grantees

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Community Outreach; Data/Data-sharing; Financial Management; Procurement
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Intercreditor Agreement

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Subordination Agreement

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Operating Deficit Guaranty

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Multifamily Rental Housing Regulatory Agreement

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Multifamily Rental Housing
Topic: Financial Management
Phase: Implementation; Launch
Disaster Year: Not Specific

Disaster Recovery Small Business Loan and Grant Notice of Funding Availability (NOFA)

Date Published: March 2013
Grant Type: CDBG-DR
Program Area: Business Loan and Grant
Topic: Financial Management; Program Operations
Phase: Implementation; Launch
Disaster Year: Not Specific

CDBG-DR Grantee Projections of Expenditures and Outcomes Template and Guidance

Date Published: January 2013
Grant Type: CDBG-DR
Program Area: Not Specific
Topic: Financial Management
Phase: Launch; Pre-agreement
Disaster Year: Not Specific

CDBG-MIT Only

CDBG-MIT Benefit Cost Analysis and Alternative Methodologies Training

Date Published: November 2020
Grant Type: CDBG-MIT
Program Area: Infrastructure
Topic: Financial Management; Program Operations
Phase: Launch
Disaster Year: 2017-2019 Disaster Events

CDBG-MIT Financial Management and Grant Compliance Certification Checklist and Addendum

Date Published: October 2020
Grant Type: CDBG-MIT
Program Area: Not Specific
Topic: Financial Management
Phase: Pre-agreement
Disaster Year: 2017-2019 Disaster Events; Not Specific

Home Repair Program Financial Management Staffing Analysis

Date Published: June 2019
Grant Type: CDBG-MIT
Program Area: Homeowner Rehabilitation
Topic: Financial Management
Phase: Launch
Disaster Year: Not Specific