CDBG records are retained four years from closeout for recipients, with longer periods tied to change-of-use and outstanding receivables

cdbg.recordkeeping.retention_periods · v1.0.0

CDBG recipients and subrecipients comply with the record retention requirements of 2 CFR part 200 as modified by 24 CFR 570.502(a)(7). For recipients the period is four years from the date of execution of the closeout agreement for a grant; records for individual activities subject to the reversion-of-assets provisions at 570.503(b)(7) or the change-of-use provisions at 570.505 must be kept for three years after those provisions no longer apply; and records for activities with outstanding loan balances, other receivables or contingent liabilities must be kept for three years after those are satisfied. For subrecipients the period is the longer of three years after expiration or termination of the subrecipient agreement or three years after submission of the annual performance and evaluation report in which the activity is reported for the final time, with the change-of-use and receivable extensions applying likewise.

Confidence

high

Effective from

2015-12-07

Last reviewed

2026-08-31