Community Planning and Development Online Systems/ Databases IDIS Log onto IDIS Training Reporting...

•

•

•

•

•

•

•Community Planning and Development •Online Systems/ Databases

•IDIS

•Log onto IDIS Training •Reporting and Guidance

•Library

•HUD news

Homes

•Resources Communities

Working with HUD Tools •Webcasts Mailing lists RSS Feeds Help

•Integrated Disbursement & Information •System (IDIS) •As a nationwide database, IDIS provides HUD with current information regarding the program activities underway across the Nation, including funding data. HUD uses this information to report to Congress and to monitor grantees. IDIS is the draw down and reporting system for the four CPD formula grant programs: CDBG, HOME, ESG, and HOPWA. The system allows grantees to request their grant funding from HUD and report on what is accomplished with these funds. Grantees also use IDIS for Recovery Act programs: CDBG-R, TCAP and HPRP.

•This site is the primary source of current information regarding HUD's Integrated Disbursement and Information System (IDIS).

• Log On to IDIS

•This is where you can find the link to log on to the system.

•Training

•The Training pages contain step by step instructions on accomplishing tasks in IDIS, as well as quick reference documents.

• Reporting and Guidance

•Using IDIS involves the input and output of relevant HUD Formula Grantee data. The Reporting and Guidance section offers you links to see how the IDIS data currently is reported, as well as guidance on IDIS and Program reporting requirements.

•Library

•The IDIS Library contains a wealth of system documentation, including an IDIS Reference Manual, system Release Notes, IDIS LIVE! newsletters, and others.

•Content current as of 28 July 2011 Back to top

•FOIA Privacy Web Policies and Important Links Home

•U.S. Department of Housing and Urban Development 451 7th Street S.W., Washington, DC 20410 •Telephone: (202) 708-1112 TTY: (202) 708-1455 Find the address of a HUD office near you

•Information by State Print

version

Email the CPD Web Team

•What's New

•IDIS Password Reset •1-888-297-8689 •Technical Assistance Unit •877-483-8282

•IDIS Guidance for the first Emergency Solutions Grants Allocation

•IDIS online for State CDBG

•Grantees

•IDIS Online for CDBG Entitlement Communities

•IDIS Quick Tips User Guide

•Important Information Update on initiative to obtain information on the types of organizations carrying out CDBG-assisted activities more...

•Processing HOME Multi Address Activities in IDIS What to watch for when an activity meets the defi nition of a HOME project and the activity must be processed as a multi address activity.

•more... | HOME Program

•DUNS Final Rule Issued more... | Interim Rule | D&B

•Security Issues

•Keeping Your IDIS Account Active

•Separation of Duties

•Helpful Numbers

Concepts: What is IDIS?

• Real-time current Online national Database

• Supports CDBG, CDBG-R, HOME, ESG, and HOPWA

• Key Purposes of IDIS:• Disburse funds• Collect accomplishment and compliance

data• Provide Reports

2

Why IDIS Data Are Important

• Demonstrate Compliance• Provide Transparency and Accountability• Incorporate in government-wide and department-wide

reports. Respond to frequent requests from:

• Demonstrates/proves the contributions each of our grantees are making toward meeting the needs of LMI citizens

The White HouseOMBCongress

GAOOIGHUD Secretary

3

10

Activity Setup Focus

Defining Scope of the ActivityMatrix Codes

• Describes Eligibility of Activity• Use Most Specific (i.e. 03&05)• Use Appendix A of Training Manual at

http://www.comcon.org/programs/idis.html National Objectives (N.O.)

• Must document N.O. compliance for all non-admin/planning activities

Collects Data Regarding:

• Beneficiary Data and Compliance• Expenses (drawdowns)

http://www.comcon.org/programs/idis.html

Reporting Accomplishments

What to Report

• Benefits realized during PROGRAM YEAR • Report on every screen (completeness)• National Objective compliance• Accomplishment & Performance measurements• Maintain adequate documentation to report on

all fields• Understand data needs upfront

When to Report

• Quarterly recommended• Annual required

5

IDIS Data & Reports

• Public, HUD, and Congress can see program results via HUD Web reports generated from data entered into IDIS

• Poor quality, incomplete data, underreporting or misrepresenting accomplishments can be flags that grantee may need monitoring

• Grantees/HUD can use IDIS data and reports to:• Maintain/monitor data integrity • Ensure compliance with data collection• Assess program performance• Better manage programs

6

•Search •Help Logout •Shared Reports My Reports Create Report My Subscriptions History List Preferences

•IDIS > Shared Reports

•Run Filter + Template: (no filter) (no template)

•PR 01 - HUD Grants and Program Income •Owner: Administrator Modified: 6/10/09 5:06:28 PM

•PR 02 - List of Activities by Program Year and Project •Owner: Administrator Modified: 9/30/09 9:56:36 AM

•PR 03 - CDBG Activity Summary Report •Owner: Administrator Modified: 1/3/11 11:25:58 AM

•PR 05 - Drawdown Report by Project and Activity •Owner: Administrator Modified: 6/29/10 5:47:10 AM

•PR 06 - Summary of Consolidated Plan Projects for Report Year •Owner: Administrator Modified: 12/30/10 1:47:31 PM

•PR 07 - Drawdown Report by Voucher Number •Owner: Administrator Modified: 6/29/10 5:49:46 AM

•PR 08 - Grantee Summary Activity Report •Owner: Administrator Modified: 4/29/11 12:11:09 AM

•PR 09 - Program Income Detail Report by Fiscal Year and Program •Owner: Administrator Modified: 8/14/09 9:14:16 PM

•PR 10 - CDBG Housing Activities Owner: Administrator Modified: 9/13/09 9:59:19

AM

•PR 11 - CDBG New Housing Activities •Owner: Administrator Modified: 9/13/09 10:03:52 AM

•PR 12 - ESG Grantee Financial Summary for Fiscal Year •Owner: Administrator Modified: 9/13/09 10:05:46 AM

•PR 13 - CDBG Float-Funded Activities •Owner: Administrator Modified: 9/13/09 10:08:20 AM

•PR 14 - CDBG CDFI and NRSA Activities •Owner: Administrator Modified: 4/29/11 12:18:52 AM

•PR 15 - Cost per HOME-Assisted Unit/Family •Owner: Administrator Modified: 9/30/09 10:08:43 AM

•PR 16 - HOME Lower Income Benefit - All Years •d

•PR 17 - CDBG Activities Subject to Jobs/Services Public Benefit

Owner: Administrator Modified: 9/23/09 5:55:43 AM

PR 19 - ESG Statistics for Projects Owner: Administrator Modified: 2/17/11 5:24:16 AM

PR 23 - Summary of Accomplishments Owner: Administrator Modified: 12/30/10 4:53:13 AM

Calculation Owner: Administrator Modified: 9/13/09 10:11:48 AM

PR 22 - Status of HOME/TCAP Activities Owner: Administrator Modified: 4/29/11 12:26:54 AM These reports displays HOME housing activities and tenant-based rental assistance activities.

PR 25 - Status of CHDO Funds by Fiscal Year Report Owner: Administrator Modified: 4/29/11 12:31:01 AM This report provides information about reservations, commitments, and disbursements of CHDO Reserve (CR), CHDO Operating Expenses (CO), CHDO Loan (CL), and CHDO Capacity Building (CC) funds by fiscal year.

•PR 26 - CDBG Financial Summary Report •Owner: Administrator Modified: 6/10/09 5:06:58 PM

•PR 28 - CDBG State PER •Owner: Administrator Modified: 9/30/09 10:22:36 AM

•PR 27 - Status of HOME Grants Report •Owner: Administrator •Modified: 12/30/10 5:08:14 AM •These reports contain financial information on HOME grants, subgrants, and subfunds.

•PR 30 - Security Administrator User Profile List •Owner: Administrator Modified: 9/18/09 9:48:31 AM

•PR 31 - HUD Staff - User Profile Audit Report •Owner: Administrator Modified: 7/28/11 6:29:55 AM

•PR 35 - Grant, Subfund, and Subgrant Report •Owner: Administrator Modified: 6/29/10 6:11:41 AM

•PR 33 - Home Matching Liability Report •Owner: Administrator Modified: 9/23/09 6:03:15 AM

•PR 36 - Receipt Audit Trail •Owner: Administrator Modified: 9/13/09 10:19:04 AM

•PR 40 - TCAP Activity Status Report Owner: Administrator Modified: 3/2/10 9:56:24

AM

•PR 41 - Snapshot of TCAP Performance •Owner: Administrator Modified: 8/4/10 3:23:29 AM

•PR 44 - TCAP Regional Comparison Report •Owner: Administrator Modified: 5/4/11 2:52:12 PM

•PR 47 - HOME/TCAP Vacant Units Report •Owner: Administrator Modified: 7/28/11 6:39:20 AM

•PR 50 - CDBG/CDBG-R Expenditure Report •Owner: Administrator Modified: 2/17/11 5:47:21 AM

•PR 52 - CDBG/CDBG-R Exception Report •Owner: Administrator Modified: 3/31/10 8:40:32 AM

•PR 54 - CDBG/CDBG-R Performance Profile Report •Owner: Administrator Modified: 6/29/10 6:25:31 AM

•PR 56 - CDBG Timeliness Report •Owner: Administrator Modified: 7/28/11 6:43:08 AM

•PR 58 - CDBG/CDBG-R Program Income Report •Owner: Administrator Modified: 7/28/11 7:07:48 AM

•PR 45 - TCAP Quarterly Review •Owner: Administrator Modified: 5/4/11 2:53:03 PM

•PR 48 - HOME/TCAP Open Activities Report •Owner: Administrator Modified: 7/28/11 6:41:25 AM

•PR 51 - Selected CDBG/CDBG-R Accomplishment Report •Owner: Administrator Modified: 3/31/10 8:34:13 AM

•PR 53 - CDBG-R Timeliness Report •Owner: Administrator Modified: 3/2/10 9:57:42 AM

•PR 55 - CDBG/CDBG-R Energy Star Report •Owner: Administrator Modified: 5/4/11 2:54:12 PM

•PR 57 - CDBG State Grant Commitments •Owner: Administrator Modified: 5/4/11 2:54:50 PM

•PR 60 - HPRP Financial Summary Report •Owner: Administrator Modified: 7/28/11 6:47:42 AM

•PR 61 - HPRP Draw Report •Owner: Administrator Modified: 12/30/10 5:32:57 AM

•PR 62 - HPRP Financial Dashboard •Owner: Administrator Modified: 5/4/11 2:55:38 PM

•p

•Owner: Administrator Modified: 12/30/10 5:32:57 AM

•PR 65 - HPRP Report of At-Risk Grantees

•Owner: Administrator Modified: 5/4/11 2:59:59 PM

•PR 78 - CDBG Summary of Expenditures by Type of Organization


•PR 80 - HOPWA Measuring Housing Stability Outcomes Program Year


•PR 82 - HOPWA Units/Households and Funds Expended Report


•PR 84 - CDBG Strategy Area, CDFI, and Local Target Area Report


•PR 86 - ARRA Reporting Worksheet



•PR 77 - CDBG Expenditures of Organization Type for Program Year


•PR 79 - CDBG Housing Rehabilitation Report


•PR 81 - ESG Performance Measures Report


•PR 83 - CDBG Performance Measures Report


•PR 85 - Housing Performance Report


•PR87 - Status of (ARRA) Grant Funds


Key IDIS Reports

PR01: HUD Grants and Program IncomePR02: List of Activities by Program Year/Project PR03: Activity Summary Report

PR 07 Drawdown Report by Voucher Number PR 09 Program Income Detail Report by Fiscal Year and Program PR12 ESG Grantee Financial Summary for Fiscal Year PR22: Status of HOME/TCAP ActivitiesPR23/51 AccomplishmentsPR26: CDBG Financial Summary Report

PR27 - Status of HOME Grants Report PR30 Security Administrator User Profile List PR56 CDBG Timeliness Report PR83: CDBG Performance Measurement ReportPR86: CDBG-R Report

12

CDBG Activity Summary Report (PR03)

CDBG Activity for Program Year

• All open activities• Activities with draws in program year• Activities with completion date in program year

CDBG Activity-Level Detail

• Proposed and Actual• Beneficiaries

– Race/Ethnicity– Income

• Funding and Expenditures• Narrative

13

PR03 Bosmac conversion

•IDIS U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 8/31/2011 •OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 7:01:01 pm •PR23 (2 of 7) - CDBG Sum of Actual Accomplishments by Activity Group and PAGE: 1/1 •Accomplishment Type

•1/1

Activity Group Matrix Code Accomplishment Type Open Count

Completed Count

Program Year

Totals Housing Rehab; Single-Unit Residential Housing Units 3 0 3

(14A)

Code Enforcement (15) Housing Units 31,151 0 31,151

31,154 0 31,154 Public Facilities and Public Facilities and Public Facilities 57,838 0 57,838

Improvements Improvement (General) (03)

Parks, Recreational Facilities Public Facilities 16,078 0 16,078

(03F)

Street Improvements (03K) Persons 12,883 0 12,883

Child Care Centers (03M) Public Facilities 0 0 0

86,799 0 86,799 Public Services Operating Costs of Persons 151 0 151

Homeless/AIDS Patients

Programs (03T)

Public Services (General) (05) Persons 0 122 122

Senior Services (05A) Persons 2,975 0 2,975

Youth Services (05D) Persons 242 0 242

Employment Training (05H) Persons 3,167 0 3,167

Crime Awareness (05I) Persons 16,078 0 16,078

Mental Health Services (05O) Persons 547 0 547

23,160 122 23,282

141,113 122 141,235

•U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System

•DATE: TIME:

•PAGE: 2

•08-31-11

•17:36

•PR 51 - CDBG Accomplishment Report

•National Summary for Fiscal Year: 2010 • PUBLIC SERVICES

•Matrix Code Eligible Activity Number of Persons Benefitting •03T Operating Costs of Homeless/AIDS Patients Programs 595,417 •05 Public Services (General) 45,278,588 •05A Senior Services 877,279 •05B Handicapped Services 121,048 •05C Legal Services 502,142 •05D Youth Services 851,815 •05E Transportation Services 488,995 •05F Substance Abuse Services 71,794 •05G Battered and Abused Spouses 144,189 •05H Employment Training 235,007 •05I Crime Awareness 6,841,828 •05J Fair Housing Activities (if CDGS, then subject to 15% cap) 1,080,829 •05K Tenant/Landlord Counseling 57,970 •05L Child Care Services 90,924 •05M Health Services 1,288,405 •05N Abused and Neglected Children 40,578 •05O Mental Health Services 228,310 •05P Screening for Lead-Based Paint/Lead Hazards Poisoning 4,488 •05Q Subsistence Payment 25,309 •05S Rental Housing Subsidies (if HOME, not part of 5% Admin cap) 1,990 •05T Security Deposits (if HOME, not part of 5% Admin Cap) 149

•05U Housing Counseling 80,056 •05V Neighborhood Cleanups 39,659 •05W Food Banks 83,054

• Total Number of Persons Benefitting: 59,029,823

·

·

·

·

·HUD Initiated Activity Cancellation Reports

·H O M E P R E S S R O O M M U L T I M E D I A S T A T E I N F O P R O G R A M O F F I C E S T O P I C A R E A S A B O U T H U D R E S O U R C E S C O N T A C T U S

·WEDNESDAY, AUGUST 31, 2011

·CPD Home ·About CPD ·Acquisition Relocation ·Affordable Housing ·Community Development ·Economic Development

·Audiences Información en Español Site Map A-Z Index

Text A A A

· Search

·Connect with HUD

·Energy

·Environment Hom eless Assistance HIV/AIDS Housing HUDVET Laws Regulations Library Systems Techn ical Assist a nce

·HOME Reports ·Print Friendly Version ·ADDI Accomplishment Reports

·Jump To... ·ADDI Accomplishment Reports

·Dashboard Reports

·Deadline Compliance Status Reports Energy Star Unit Reports

·Expiring Funds Reports

·HOME PJs Open Activities Reports

·HOME PJs Vacant Units Reports

·HUD Initiated Activity Cancellation Reports National Production Report

·Performance SNAPSHOT Reports

·The monthly ADDI Accomplishment Report summarizes homebuyer downpayment assistance and rehab crediting to the American Dream Downpayment Initiative (ADDI).

·ADDI Accomplishment Report

·(Under Revision)

·o Sorted Alphabetically

·o Sorted by Field Office

·ADDI Accomplishment Detail Report

·(Under Revision)

·o Excel Spreadsheet

·Explanation Documents

·o Categories reported in the ADDI Accomplishment Report

·o Data Fields displayed in the ADDI Accomplishment Detail Report o IDIS business rules for ADDI

·Dashboard Reports

·The new quarterly HOME Program "Dashboard" reports have been developed to provide elected officials and department and agency heads with a quick overview of their jurisdiction’s performance in delivering affordable housing assistance with their HOME program funds. Using just a few key indicators in easy to understand graphic format, key leaders will be able to obtain information on cumulative HOME Program performance and on accomplishments for the most recent quarter. It is hoped that the Dashboard will help to focus attention on local affordable housing efforts and on improving HOME Program performance going forward.

·Dashboard Reports as of 06/30/2011

·Deadline Compliance Status Reports

· These monthly Deadline Compliance Status Reports assist PJs and HUD Field Offices in monitoring compliance with the 2-year commitment and CHDO reservation requirements of the HOME statute and the 5-year expenditure requirements of the HOME regulations.

·Deadline Compliance Status Reports as of 07/31/2011

·Historical Deadline Compliance Status Reports

•HUD Initiated Activity Cancellation Reports

•ENERGY STAR Unit Reports

•These quarterly Federal Fiscal Year performance reports track the ENERGY STAR qualified HOME units that Participating Jurisdictions (PJs) record in HUD's Integrated Disbursement and Information System (IDIS). These reports reflect "new construction only" and "acquisition and new construction" IDIS activity types for "homebuyer" and "rental" tenure types. ENERGY STAR qualified units must be certified by an independent HOME Energy Rater (HER) as meeting guidelines for energy-efficiency set by the U.S. Environmental Protection Agency (EPA). ENERGY STAR units are at least 15% more energy-efficient. These reports are useful for evaluating local PJ accomplishments in building energy-efficient HOME housing.

·FY 2010 ENERGY STAR Unit Report as of 03/31/2011 Sorted by Field Office

·Background

•This new report has been developed to assist PJs in identifying FY 2004 and older grant balances, the Office of Affordable Housing Programs (OAHP) will post a report periodically identifying each PJ that has a grant balance for FY 2004 and earlier.

·Expiring Funds Reports as of 07/25/2011

•This report is an MS Excel spreadsheet, which is broken up by state. PJs can use this report to view open activities in IDIS including activities with 100 percent of the funds drawn and with a status code of FD, or final draw. The HOME final rule at 24 CFR 92.502(d)(1) requires PJs to enter project completion data into IDIS within 120 days of making a final draw for a project (see HOMEfires Vol. 6 No. 1, August 2005). In addition, PJs can view activities that have been open (OP) for several years •with little or no HOME funds drawn. These projects, if not progressing, should be cancelled. Likewise, Field Offices can use this report as a desk-monitoring tool to view each PJ’s open activities in need of completion or cancellation in IDIS.

·HOME PJs Status of Open Activities as of 07/31/2011

•Introducing the HOME Participating Jurisdictions Vacant Units Reports! These are new monthly reports in the form of MS Excel spreadsheets, broken up by state, similar to the HOME Participating Jurisdiction's Open Activities Reports. The purpose of the HOME Participating Jurisdictions Vacant Units Reports is to help HOME participating jurisdictions (PJs) identify units in HOME projects that are marked “vacant” in the Integrated Disbursement and Information System (IDIS). If the vacant units are part of a completed HOME IDIS activity, occupancy and beneficiary data should be entered for these units.

·HOME PJs Status of Vacant Units as of 07/31/2011

•Promoting ENERGY STAR through HOME Building Green HOME Housing

•Expiring Funds Reports

•HOME PJs Open Activities Reports

•HOME PJs Vacant Units Reports

•HUD Initiated Activity Cancellation Reports

•This monthly report displays all HOME activities automatically cancelled by IDIS. Effective January 1, 2011, and the beginning of every month thereafter, committed HOME activities in IDIS that are over 12 months old with no funds disbursed, will automatically be cancelled.

·HUD Initiated Activity Cancellation Reports as of 08/08/2011

•These monthly cumulative summary reports of HOME data by fiscal year include: allocations, commitments, disbursements, leveraging ratios, low-income benefit, committed funds by activity type, and HOME cost per unit by tenure and activity type.

•NOTE: Due to the ongoing conversion of HOME Participating Jurisdictions to IDIS OnLine, this report will not be updated again until after September 30, 2009.

·National Production Report as of 06/30/2009 ·Historical National Production Reports

•These quarterly cumulative performance reports are useful in tracking the HOME Program progress of Participating Jurisdictions (PJs) and in keeping constituents more fully informed of activities undertaken with HOME funds.

·PJ SNAPSHOTs as of 06/30/2011 ·Historical Performance SNAPSHOT Reports

•Content current as of 15 July 2011 Back to top

•National Production Report

•Performance SNAPSHOT Reports

•Download Nuance PDF Reader to view PDF files located on this site.

• RECOVERY.GOV | Busque Información en Español | Accessibility | Contact Info | Privacy Policy | FOIA | Web Policies and Important Links Inspector General | No Fear Act |PaymentAccuracy.gov

• U.S. Department of Housing and Urban Development 451 7th Street S.W., Washington, DC 20410

Telephone: (202) 708-1112 TTY: (202) 708-1455 Find the address of the HUD office near you

What’s New in the System

• Multiple Addresses for Single IDIS Activity• Currently in system

• Code Enforcement• Scheduled for December release

• Inclusion of Con Plan & Action Plan • Scheduled for release April 2012???• Connect Con Plan Goals to activities and outcomes• More details in July Con Plan webinars

22

Tools in Development• Electronic submission template• Incorporate Template for Con Plan and Annual Action Plan

into IDIS• Connect Con Plan Goals to activities and outcomes• Pre-populate tables with data• Enhanced planning data• Data that speaks to all uses of grant funds• Data mapping tool• Make data easy to understand and manage• Link data and maps to Con Plan preparation in IDIS• Support needs assessment• Library of prepared maps and reports with flexibility to

customize

Resources

• IDIS Training Materials• http://www.comcon.org/programs/idis.html

• Other IDIS Tools • Help Desk TAU @ 1-877-483-8282• IDIS Listserve

http://lists.hdsoftware.net/mailman/listinfo/idis-users

• Consolidated Plan Mapping Tool Webinars• http://www.comcon.org/programs/consolid

ated%20planning.html#training

32

http://www.comcon.org/programs/idis.html



http://www.comcon.org/programs/consolidated%20planning.html#training

http://www.comcon.org/programs/consolidated%20planning.html#training

Community Planning and Development Online Systems/ Databases IDIS Log onto IDIS Training Reporting...

Documents

Transcript of Community Planning and Development Online Systems/ Databases IDIS Log onto IDIS Training Reporting...