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CED Forms Overview

Audience:
Community Economic Development (CED)
Category:
Guidance, Policies, Procedures, Tools

This resource is available as a printable PDF.

Throughout the life of your CED grant, you will be required to submit a variety of forms and regular reports.  Reference the two tables below to ensure you are submitting all required forms, based on you project design, in a timely manner.

Required for All Grants

All grantees are required to submit the following items on a regular basis:

Required form form description where to submit it when to submit it
SF-425 (Federal Financial Report) This form is used to report expenditures and cash transactions. It tracks the status of financial data tied to a particular grant. Cash transactions are reported on lines 10a – 10c. Expenditures are reported on lines 10d – 10o. PMS (since 2016)
  • Semi-annually (regardless if funds were drawn down)
  • Due April 30th and October 30th
  • A final, cumulative SF-425 is due 90 days after the close of the project period
Performance Progress Report (PPR) This form tracks programmatic performance for your project, including number of jobs created, businesses created/expanded, and funds leveraged. OLDC
  • Semi-annually
  • Due April 30th and October 31st
  • A final, cumulative PPR is due 90 days after the close of the project period
 

Required Under Certain Circumstances

Depending on the nature of your project, you may also be required to submit one or more of the following. If you are unsure if you are required to submit these forms, contact your OCS Program Specialist and OGM Grants Management.

Required from Circumstance where to submit it when to submit it
Disposition of Asset Plan of Loan Form* Required if you are using CED funds for a loan GrantSolutions - Grant Note As soon as possible upon award. Grant funds will remain restricted until a completed Disposition of Assets Plan of Loan Form is submitted.
Disposition of Asset Plan of Stocks Form* Required if you are using CED funds to purchase a stock or make an equity investment GrantSolutions - Grant Note As soon as possible upon award. Grant funds will remain restricted until the completed agreement is submitted.
SF-428 Required if your project uses CED funds to purchase equipment with a unit cost of $5,000 or more and residual unused supplies with an aggregate fair market value exceeding $5,000

GrantSolutions - Grant Note

Within 90 days of the close of your project period

SF-429 Required if your project uses CED funds to acquire (i.e. purchase, construct) or renovate real property OLDC (Since July 2017)

Within 90 days of the close of your project period

Notice of Federal Interest (NFI)* Required if your project generates Federal interest and acquire real property

GrantSolutions - Grant Note

Before the conclusion of your grant

Project partner agreements* (i.e. written agreements, equity investment agreements, etc.)

Required if you work with project partners GrantSolutions -Grant Note As soon as possible upon award. Accessing your grant funds could be more difficult if you do not have these agreements in place and/or have not submitted copies of agreements to OGM and OCS.
* Talk to your Program Specialist to learn more about the information that must be provided to sufficiently meet the requirements for these items, if they are applicable to your project.

 

Note: The Form SF1199A collects the information necessary for the Payment Management System  to have Federal funds electronically deposited into a CED grant recipient's bank account.

Last Reviewed: June 3, 2019