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Related Information
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HOME IDIS Training Manual for PJs
The focus of this manual is how to successfully set up and complete HOME activities in IDIS, report accomplishments, and run and interpret HOME reports.
more... | Exercise Manual | Forms
| HOME Program
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Getting Started
Information about requesting access to IDIS and configuring
your system
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Reporting
Guidance on a variety of IDIS reporting topics
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IDIS Reference Manual
Browse the contents of each chapter to find the section
you need
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Four
basic steps are necessary to draw down funds for CDBG,
HOME,
ESG,
or
HOPWA, These four steps must be followed in order. A helpful
way to remember this order is the acronym "JAID," which refers to
the letters on the IDIS Main Menu that access these functions.
Step
1: Create a Project
Projects serve as an organizational structure under which activities
can be set up in IDIS. They connect activities with a specific Consolidated
Plan year. In many cases, HUD automatically loads projects into
IDIS from Annual Action Plans at the beginning of each grantee’s
program year. If the grantee chooses to load its own projects, it
must create them at the start of its program year.
The
IDIS Reference Manual provides more detailed explanation of Setting
Up, Approving, and Revising Projects in Chapter
14.
Step
2: Set Up an Activity
Setting up an activity in IDIS is a prerequisite to committing and
drawing down funds and reporting on the progress of your program
initiatives throughout the year. Activities provide a way to report
on the work underway for a project and are the level where funds
are committed and drawn. Setting up an activity is a two-part process.
The first part involves entering data on four activity
setup screens, often called the "Common Path," that are similar
regardless of the program. On the fourth screen (called the "money
screen"), enter the budgeted amount and indicate the formula grant
program(s) that will fund this activity. The second part of setting
up an activity involves entering information on screens in the "Program
Path," which are different for each grant program.
The
IDIS Reference Manual provides a more detailed explanation of Setting
Up the Activity Common Path in Chapter
4.
IDIS
Matrix Codes
Assigning correct matrix codes and national objectives to activities
is important, not only in recording the eligibility of activities,
but also in accurately reporting accomplishment data. The matrix
code and national objective selected for an activity generally identify
the purpose for which assistance is provided and determine the type
of accomplishment units that should be reported. The IDIS Reference
Manual provides definitions of matrix codes in Appendix
B.
- CDBG
Cross Reference Matrix
All CDBG activities must be assigned a matrix code and a national
objective code. Grantees across the country must be consistent
in uniformly applying matrix codes and national objectives to
activities.
more...
Step
3: Fund the Activity
This
step consists of committing the funds budgeted for the activity
from the program(s) that will fund it. The Activity Funding process
allows you to fund an activity from grants, subfunds, receipt funds,
or subgrants. You identify each grant, subfund, receipt fund, or
subgrant and the amount of dollars to be committed from the funding
source to an activity.
The
IDIS Reference Manual provides a more detailed explanation of Activity
Funding in Chapter
5.
Step
4: Draw Down Funds
A drawdownalso called a voucheris a request for payment
against a grantee’s line of credit for services performed in support
of one or more activities. Grantees draw funds as required to pay
for work that has occurred for an activity. A separation
of duties policy is applicable under certain circumstances.
The
IDIS Reference Manual provides a more detailed explanation of Creating
and Approving Drawdowns in Chapter
7.
Step
5: Report Accomplishments
HUD
requires reliable, comprehensive information regarding program performance
in order to comply with the Government Performance and Results Act
of 1993, fulfill reporting requirements for Congress and other stakeholders,
measure progress made in meeting Business and Operating Plan goals,
monitor grantee performance, and evaluate overall program results.
For detailed reporting instructions, CDBG grantees may refer to
Guidance
for Reporting CDBG Accomplishments in IDIS.
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