•
•Community Planning
and Development
•Online Systems/ Databases
•IDIS
•Integrated Disbursement & Information
•System (IDIS)
•
•Log onto IDIS
Training
•Reporting and
Guidance
•Library
•HUD news
Homes
•Resources Communities
•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.
,
,
,
•Information by State Print version
Email the CPD Web Team
•What's New
.
•
•IDIS
Guidance
for
the
first
Emergency Solutions Grants Allocation
•IDIS online for State CDBG
•Grantees
•IDIS Online for CDBG Entitlement
Communities
Working with HUD Tools
•Webcasts Mailing
lists RSS Feeds Help
•IDIS Quick Tips User Guide
•This site is the primary source of current information regarding
HUD's Integrated Disbursement and Information System (IDIS).
•Important Information Update on
initiative to obtain information on the
types of organizations carrying out
CDBG-assisted activities more...
•Log On to IDIS
•This is where you can find the link to log on to the system.
•Processing HOME Multi Address
Activities in IDIS Wh a t t o wa t ch for
wh e n a n a ct ivit y me e t s t h e d e fin it ion
of a HOME project and the activity mu st
b e p r oce sse d a s a mu lt i address
activity.
•Training
•more... | HOME Program
•DUNS Final Rule Issued more... |
Interim Rule | D&B
•The Training pages contain step by step instructions on
accomplishing tasks in IDIS, as well as quick reference
documents.
•
•Security Issues
•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.
•
•Keeping Your IDIS Account Active
•Separation of Duties
•Helpful Numbers
•
•IDIS Password Reset
•1 - 8 8 8 - 2 9 7 - 8 6 8 9
•Technical Assistance Unit
•877-483-8282
•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
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 departmentwide reports. Respond to frequent requests from:
The White House
OMB
Congress
•
GAO
OIG
HUD Secretary
Demonstrates/proves the contributions each of our
grantees are making toward meeting the needs of
LMI citizens
3
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 nonadmin/planning activities
•
Collects Data Regarding:
• Beneficiary Data and Compliance
• Expenses (drawdowns)
10
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
•Shared ReportsMy Reports Create Report My Subscriptions History List Preferences
•Search
•Help Logout
•IDIS > Shared Reports
•Run Filter + Template: (no filter) (no template)
•PR 01 - HUD Grants and Program Income
•PR 02 - List of Activities by Program Year and Project
•Owner: Administrator Modified:
6/10/09 5:06:28 PM
•Owner: Administrator Modified: 9/30/09
9:56:36 AM
•PR 03 - CDBG Activity Summary Report
•PR 05 - Drawdown Report by Project and Activity
•Owner: Administrator Modified:
1/3/11 11:25:58 AM
•Owner: Administrator Modified: 6/29/10 5:47:10
AM
•PR 06 -Summary of Consolidated Plan Projects for Report Year
•PR 07 - Drawdown Report by Voucher Number
•Owner: Admi ni s trator Modified: 12/30/10 1:47:31 PM
•Owner: Administrator Modified: 6/29/10 5:49:46
AM
•PR 08 - Grantee Summary Activity Report
•PR 09 - Program Income Detail Report by Fiscal Year and Program
•Owner: Administrator Modified:
4/29/11 12:11:09 AM
•Owner: Administrator Modified: 8/14/09 9:14:16 PM
•PR 10 - CDBG Housing Activities
•PR 11 - CDBG New Housing Activities
Owner: Administrator Modified: 9/13/09 9:59:19 AM
•Owner: Administrator Modified:
9/13/09 10:03:52 AM
•PR 12 -ESG Grantee Financial Summary for Fiscal Year
•PR 13 - CDBG Float-Funded Activities
•Owner: Admi ni s trator Modified: 9/13/09 10:05:46 AM
•Owner: Administrator Modified:
9/13/09 10:08:20 AM
•PR 14 - CDBG CDFI and NRSA Activities
•PR 15 - Cost per HOME-Assisted Unit/Family
•Owner: Administrator Modified:
4/29/11 12:18:52 AM
•Owner: Administrator Modified: 9/30/09
10:08:43 AM
•PR 16 - HOME Lower Income Benefit - All Years
•PR 17 -CDBG Activities Subject to Jobs/Services Public Benefit
•d
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
•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
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 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
•PR 33 - Home Matching Liability
Report
•PR 35 - Grant, Subfund, and
Subgrant Report
•PR 36 - Receipt Audit Trail
•PR 40 - TCAP Activity Status Report
•PR 41 - Snapshot of TCAP Performance
Owner: Administrator Modified: 3/2/10 9:56:24 AM
•Owner: Administrator Modified: 8/4/10
3:23:29 AM
•Owner: Administrator Modified:
7/28/11 6:29:55 AM
•Owner: Administrator Modified:
6/29/10 6:11:41 AM
•Owner: Administrator Modified:
9/23/09 6:03:15 AM
•Owner: Administrator Modified:
9/13/09 10:19:04 AM
•PR 44 - TCAP Regional Comparison
Report
•PR 45 - TCAP Quarterly Review
•PR 47 - HOME/TCAP Vacant Units
Report
•PR 48 - HOME/TCAP Open Activities Report
•Owner: Administrator Modified:
5/4/11 2:52:12 PM
•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: 5/4/11
2:53:03 PM
•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
•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 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
•PR 58 - CDBG/CDBG-R Program
Income Report
•Owner: Administrator Modified: 7/28/11
6:47:42 AM
•Owner: Administrator Modified:
7/28/11 7:07:48 AM
•PR 61 - HPRP Draw Report
•PR 62 - HPRP Financial Dashboard
•Owner: Administrator Modified: 12/30/10 5:32:57 AM
•Owner: Administrator Modified: 5/4/11 2:55:38 PM
•p
•Owner: Administrator Modified: 12/30/10
5:32:57 AM
•Owner: Administrator Modified:
5/4/11 2:55:38 PM
•PR 65 - HPRP Report of At-Risk
Grantees
•PR 77 - CDBG Expenditures of
Organization Type for Program Year
•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:
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
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
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
Open Count
3
Completed
Count
0
Program
Year
Totals
3
31,151
0
31,151
31,154
0
31,154
Public Facilities and Public Facilities
57,838
0
57,838
Improvement (General) (03)
Parks, Recreational Facilities Public Facilities
(03F)
16,078
0
16,078
Street Improvements (03K) Persons
12,883
0
12,883
0
0
0
86,799
151
0
0
86,799
151
0
122
122
Senior Services (05A) Persons
2,975
0
2,975
Youth Services (05D) Persons
242
0
242
3,167
0
3,167
16,078
0
16,078
547
0
547
23,160
141,113
122
122
23,282
141,235
Activity Group
Matrix Code Accomplishment Type
Housing
Rehab; Single-Unit Residential Housing Units
(14A)
Code Enforcement (15) Housing Units
Public Facilities
and
Improvements
Child Care Centers (03M) Public Facilities
Public Services
Operating Costs of Persons
Homeless/AIDS Patients
Programs (03T)
Public Services (General) (05) Persons
Employment Training (05H) Persons
Crime Awareness (05I) Persons
Mental Health Services (05O) Persons
•1/1
•U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
•DATE:
TIME:
•08-31-11
•17:36
•PAGE: 2
•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
•05 Public Services (General)
•05A Senior Services
595,417
45,278,588
877,279
•05B Handicapped Services
121,048
•05C Legal Services
502,142
•05D Youth Services
•05E Transportation Services
851,815
488,995
•05F Substance Abuse Services
71,794
•05G Battered and Abused Spouses
•05H Employment Training
•05I Crime Awareness
144,189
235,007
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
•05N Abused and Neglected Children
•05O Mental Health Services
•05P Screening for Lead-Based Paint/Lead Hazards Poisoning
•05Q Subsistence Payment
•05S Rental Housing Subsidies (if HOME, not part of 5% Admin cap)
•05T Security Deposits (if HOME, not part of 5% Admin Cap)
1,288,405
40,578
228,310
4,488
25,309
1,990
149
•05U Housing Counseling
80,056
•05V Neighborhood Cleanups
39,659
•05W Food Banks
83,054
•Total Number of Persons Benefitting: 59,029,823
•
•WEDNESDAY, AUGUST 31, 2011
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•HOME Reports
•
•ADDI Accomplishment Reports
•Print Friendly Version
•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
•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
 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 2year 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
•Performance SNAPSHOT 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
•Promoting ENERGY STAR through HOME Building
Green HOME Housing
•Expiring Funds Reports
•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
•HOME PJs Open Activities Reports
•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
•HOME PJs Vacant Units Reports
•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
•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
•National Production Report
•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
•Performance SNAPSHOT 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
•Download Nuance PDF Reader to view PDF files located on this site.
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•U.S.DepartmentofHousingandUrbanDevelopment
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Telephone: (202) 708-1112 TTY: (202) 708-1455
Find theaddress oftheHUD office near you
•HUD Initiated Activity Cancellation Reports
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/idi
s-users
• Consolidated Plan Mapping Tool Webinars
• http://www.comcon.org/programs/consolidate
d%20planning.html#training
32