Amy Richter, MSW Collaborative Solutions, Inc
Review of IDIS basics Enhancements Key Definitions and Structure Setting Up Projects and Activities Encumbering Funds 2
Web application used by all HUD s Community Planning and Development (CPD) Financial Disbursement Performance Reporting Monitoring Consolidated Planning (Formula Grantees) 3
Separate pathway (HOPWA-C) for HOPWA Competitive Grants Updated electronic performance screens Consistent structure in IDIS for the national HOPWA program Tracking for lead-based paint requirements 4
Will NOT complete financial transactions in the Voice Response System (VRS) Will NOT need to enter Budget Line Items (BLI) into LOCCS HUD will load the grant award into IDIS. The grantee will encumber funds according to the approved budget 5
Starting in Year Two all performance reporting will be completed solely in IDIS Separate performance reporting for extensions over 90 days 6
Project: Organizations One (1) for all Project Sponsors One (1) for the Grantee Cannot have more than one active project for grantee and project sponsors Used for the 3-year term of grant 7
Activities: HOPWA eligible services and reporting tools Associated with Projects Used to commit and draw down funds Set annual targets and report performance each year of the grant Two types of activities Direct Services Reporting 8
TBRA Grantee Reporting Facility-Based Housing Subsidy Assistance Project Sponsor (Operations) Reporting Facility-Based Housing Stewardship Development PHP Certification STRMU Supportive Services Housing Information Services Resource Identification Administration Services Activities Reporting Activities 9
Grant Year: The fiscal allocation year associated with the HOPWA grant awarded to the Grantee by HUD. Program Year: The Grant Year being used to fund active projects and activities. Since all activities for competitive grants will be funded from same allocation, the Grant Year and Program Year for the will be the same Varies for Formula Grantees Accomplishment Year: The 12-month period for which activities will operate according to the Competitive Grant Agreement. 10
Project Project Title Project ID Program Year Agency Description Agency-wide Budget Activity Activity Title Activity ID Program Year Accomplishment Year(s) Grant Year Funding Services and Amount Targets Performance 11
Grantee Owns all Projects and Activities Project Project Set up for all Project Sponsors Set up for Grantee Activities For Each Accomplishment Year: Direct Services Activities Project Sponsor Reporting Activity Activities For Each Accomplishment Year: Direct Services Activities Grantee Reporting Activity Project Sponsor Reporting Activity for Direct Services 12
Demonstration of setting up a project in UAT Review of Guidelines for Setting Up A Project HANDOUT 1: Guidelines for Setting Up a Project Using IDIS Online for the Housing Opportunities for Persons with AIDS (HOPWA) Program Demonstration of setting up a project in UAT IDIS log-in page: http://www.hud.gov/offices/cpd/systems/idis/idis.cfm 13
Review of Guidelines for Setting Up New Activities HANDOUT 2 Using IDIS Online for the Housing Opportunities for Persons with AIDS (HOPWA) Program Demonstration of setting up activities Direct Services Reporting Activities 14
The Main Street Housing Corporation (MSHC) has been awarded a three-year competitive grant in the amount of $700,000. The grant has been awarded covers: Grantee: MSHC will operate a permanent Facility Based Housing Subsidy Assistance program for a total cost of $471,000. $450,000 for operating costs (3 years @ $150,000 per year) $21,000 for administration (3% of the overall grant award or $7,000 per year) Project Sponsor: MSHC has contracted out with one project sponsor Case Management Associates (CMA) to provide supportive services to residents at a total cost of $229,000: $212,970 for Case Management Services (3 years @ 70,990 per year) $16,030 for administration costs (7% of the project sponsor award or $5,543 per year) 15
Once activities have been set up, the grantee can assign funding to complete the service Include funding for direct/indirect costs Do NOT include administration costs except in the Administration Activity Demonstration in UAT 16
Thank you! Contact Information Amy Richter Project Manager, HOPWA Data Verification and Analysis Project Collaborative Solutions, Inc. amy@collaborative-solutions.net amy.b.richter@hud.gov Office: 202-402-3563 Cell: 703-859-6578 Day Two Tomorrow, July 19, 2012 2:00 4:00 PM EST 17