Additional CSBG Requirements for Eligible Entities only

• Budget Forms (XLSX) – Updated September 2023
• Budget Instructions (PDF)
• CIS Form (XLSM)
• Full CAP Form (XLSX) – Updated December 2022
• Year 2 or 3 CAP Form (XLSX)
• Multi-Year CAP Instructions (PDF)

• CNA State Requirement Checklist (PDF)
• TDHCA Sample CNA Guide (XLSX)
• Community Assessment Tool Instructions (PDF)

• TDHCA Sample Strategic Plan (XLSX)
• Upload Strategic Plan to https://tdhca.wufoo.com/forms/agencywide-strategic-plan/

Upload Organizational Standards at https://texas.orgstandards.com/

Organizational Standards Guide and Tools

• Organizational Standards Guide – Revised July 2026
• OS Guide/Tool Crosswalk – Updated August 2022
• Board Meeting Minutes Cover Sheet Tool – Updated August 2022
• Board Vacancy Tool – Updated August 2022
• New Hire Orientation Tool – Updated August 2022
• OS 4.3 Implementation Checklist – Updated March 2023

CSBG Tools and Guides

• CSBG Timeline – Updated March 2025
• NASCSP Targeting Field Manual (PDF) - www.nascsp.org
• TDHCA Recommended Practice on Fraud, Waste, and Abuse (PDF)

Case Management Forms

• Case Management ROMA Guide (PDF) 
  • Sample CDL Track Matrix for SRVs (PDF)
  • Sample Data Sheet for Counting FNPIs (PDF)
  • Sample FNPIs/SRVs Data Sheet (PDF)
  • MPR Review Worksheet (XLSX)
• Case Management ROMA Workflow and Forms (XLSX) – Revised May 2023
• Case Management ROMA File Checklist (PDF)

Training - Other Resources

• CSBG Performance Targeting Webinar 09/07/2011 Video (55:39) 
  • CSBG Performance Targeting Webinar Presentation (PDF)
  • Targeting Case Study (PDF)