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Community Planning and Development Online Systems/ Databases IDIS

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

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Community Planning and Development Online Systems/ Databases IDIS

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  1. 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 2011Back 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 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 definition 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

  2. 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

  3. 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 House • OMB • Congress • GAO • OIG • HUD Secretary   3

  4. Activity Setup Focus • Defining Scope of the Activity • Matrix 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) 10

  5. 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

  6. 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

  7. Search Help Logout Shared ReportsMy 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

  8. 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

  9. 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

  10. 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 Owner: Administrator Modified: 9/13/09 10:26:35 AM PR 80 - HOPWA Measuring Housing Stability Outcomes Program Year Owner: Administrator Modified: 8/14/09 9:15:59 PM PR 82 - HOPWA Units/Households and Funds Expended Report Owner: Administrator Modified: 8/14/09 9:27:50 PM PR 84 - CDBG Strategy Area, CDFI, and Local Target Area Report Owner: Administrator Modified: 8/15/09 12:46:29 AM PR 86 - ARRA Reporting Worksheet Owner: Administrator Modified: 9/30/09 10:28:10 AM Owner: Administrator Modified: 5/4/11 2:55:38 PM PR 77 - CDBG Expenditures of Organization Type for Program Year Owner: Administrator Modified: 11/24/09 5:27:04 AM PR 79 - CDBG Housing Rehabilitation Report Owner: Administrator Modified: 9/30/09 10:26:28 AM PR 81 - ESG Performance Measures Report Owner: Administrator Modified: 8/14/09 9:20:40 PM PR 83 - CDBG Performance Measures Report Owner: Administrator Modified: 8/14/09 11:06:39 PM PR 85 - Housing Performance Report Owner: Administrator Modified: 4/29/11 1:39:25 AM PR87 - Status of (ARRA) Grant Funds Owner: Administrator Modified: 6/29/10 6:33:13 AM

  11. Key IDIS Reports • PR01: HUD Grants and Program Income • PR02: 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 Activities • PR23/51 Accomplishments • PR26: CDBG Financial Summary Report • PR27 - Status of HOME Grants Report • PR30 Security Administrator User Profile List • PR56 CDBG Timeliness Report • PR83: CDBG Performance Measurement Report • PR86: CDBG-R Report 12

  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

  13. PR03 Bosmac conversion

  14. 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

  15. 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

  16. HUD Initiated Activity Cancellation Reports HOME PRESS ROOM MULTIMEDIA STATE INFO PROGRAM OFFICES TOPIC AREAS ABOUT HUD RESOURCES CONTACT US WEDNESDAY, AUGUST 31, 2011 CPD Home About CPD Acquisition Relocation Affordable Housing Community Development Economic Development Audiences Información en EspañolSite Map A-Z Index Text A AA Search Connect with HUD Energy Environment Homeless Assistance HIV/AIDS Housing HUDVET Laws Regulations Library Systems Technical 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

  17. 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

  18. 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 2011Back 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

  19. 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

  20. 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

  21. 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/consolidated%20planning.html#training 32

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