Consolidated Planning using the
e-Con Planning Suite
NCDA 44th Annual Conference
Myrtle Beach, SC
Bob Gehret, City of Boston
Marcy Krumbine, City of Burlington
Overview of 2 Cities
City
Boston
Burlington
Population 2010
617,594
42,417
Housing Units 2010
272,481
16,897
FY13 CDBG
$16,834,371
$689,742
FY13 HOME
$4,418,285
$389,428
FY13 HOPWA
$2,087,647
$0
FY13 ESG
$1,161,878
$0
Poverty % 2007-2011
21.4%
25.0%
Tenure with City
Bob - 27 years
Marcy – 1 year
Years in Community Development
Bob - 27 years
Marcy – 6 years
Getting Started
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Overview of program by section.
Specific issues encountered and how to resolve them.
First step – download Word document.
Become familiar with each section and what goes where –
compare to your current Con Plan.
• Plan ahead on creating two versions of each document:
1. Online version of document in IDIS template for HUD.
2. Word version of document for public comment – note
that many of the components of the template do not
carry over to the Word version.
Getting Started - 2
• Work in Word version whenever possible, cut and paste into the
template.
• Save, save, save and be prepared for time-out warnings (3-minute
warning).
• Text boxes limited to 4000 characters (includes letters, symbols and
spaces) – create new narratives or copy, paste and edit?
• Learn how to make a JPEG for graphs and charts BEFORE starting
your plan. (Burlington used Powerpoint)
• Mapping tool – if using it, best to use directly from IDIS. If have own
GIS use it (has neighborhoods, etc) but you have to import maps as
JPEGs.
Setup
AD-25 Administration
AD-50 Verify Grantee/PJ Information in IDIS
AD-55 Verify Grantee/PJ - Program Contacts
• AD-55 screen re program contacts – review information and
consult with HUD field office. Do not try to edit – changes will
not be saved & you will get error messages.
• AD – 25 screen – only 1 unique appendix to Plan – group them
together; place for certifications.
• Quality Check is helpful – will flag numbers, goals, etc.
Executive Summary
ES-05 Executive Summary
• Write this last – is supposed to be a summary of key
points of entire Con Plan.
• Includes section on evaluation of past performance.
• ES-05 screen includes text boxes for narratives on
citizen participation and summary of comments, etc.
Can delete these in Word version for public comment
draft.
The Process
PR-05 Lead & Responsible Agencies
PR-10 Consultation
PR-15 Citizen Participation
• Data entry for participating organizations: Add agencies as
you go along or even now, some people had trouble.
• Agencies can be added without all the contact information
• Outreach activities – add as you go along or keep a
spreadsheet to remember what you did
• Homeless questions are repetitive, similar to CoC application
Needs Assessment
NA-05 Overview
NA-10 Housing Needs Assessment
NA-15 Disproportionately Greater Need: Housing Problems
NA-20 Disproportionately Greater Need: Severe Housing Problems
NA-25 Disproportionately Greater Need: Housing Cost Burdens
NA-30 Disproportionately Greater Need: Discussion
NA-35 Public Housing
NA-40 Homeless Needs Assessment
NA-45 Non-Homeless Special Needs Assessment
NA-50 Non-Housing Community Development Needs
Needs Assessment -2
Many tables, most pre-populated with CHAS data, 2005-2009 ACS data, etc.
• General demographics for PJ – add to overview section
• Demographics table (first table) pre-populated with incorrect data for # of
households in 2000
– Disproportionate needs tables:
• HUD tables only provide numbers of persons or households with a
particular problem or need broken out by HUD income levels, etc.
• To make sense of the data in the tables you will need to convert these
numbers to percentages.
• Example: if Asians are 5% of the population with incomes under 30%
of AMI but they are 16% of the population with incomes under 30% of
AMI who have a severe housing cost burden then they have a
disproportionate need (threshold is 10%).
Needs Assessment-3
• Print public housing tables and ask your PHA to verify data, complete
blank tables, draft required narrative responses.
• Print homeless tables and ask your COC or ESG grantee to verify data,
complete blank tables, draft required narratives.
• NA-40 – Homeless Needs Assessment- table asks for estimates for
experiencing, becoming, exiting homelessness – problem with terms –
check the manual.
• NA-50 – Non Housing CD Needs Assessment – divided into Public
Facilities, Public Improvements, Public Services – includes text boxes
for needs and how they were determined for each – examples on
adding charts/narrative for specific needs like Crime, Health, Child
Care
Market Analysis
MA-05 Overview
MA-10 Number of Housing Units
MA-15 Cost of Housing
MA-20 Condition of Housing
MA-25 Public and Assisted Housing
MA-30 Homeless Facilities
MA-35 Special Needs Facilities and Services
MA-40 Barriers to Affordable Housing
MA-45 Non-Housing Community Development Assets
MA-50 Needs and Market Analysis Discussion
Market Analysis - 2
• Most of the tables are pre-populated with data from ACS,
CHAS and other HUD sources.
• Vacant Units table in MA-20 screen must be populated by
grantee with local data - # REOs, # units suitable for rehab,
etc.
• Risk of Lead-Based Paint Hazard Table in MA-20 does not ask
for Elevated Blood Lead data which you may want to include if
you are a HUD Lead-Based Paint program applicant.
• MA-25 Public Housing – print out and send charts and
narrative to PHA to review and complete.
• MA – 30 Homeless Facilities – use your HIC for updated #’s;
Again narrative questions very similar to CoC application.
Market Analysis - 3
• MA – 45 Data and narrative
for economic development
in this section – tables prepopulated with data from
ACS 2005-09
• In all sections, data tables
are ‘up front”..
• Narratives don’t necessarily
connect with data in this
section.
• Limited areas to add text
boxes and even more
limited characters.
Market Analysis - 4
• Mapping tool – click on
it from IDIS, choose
your parameters.
• To insert into IDIS, hit
print and then choose
export to IDIS.
• Does not ‘show’ the
best in the Word doc.
Strategic Plan
SP-05 Overview
SP-10 Geographic Priorities
SP-25 Priority Needs
SP-30 Influence of Market Conditions
SP-35 Anticipated Resources
SP-40 Institutional Delivery Structure
SP-45 Goals
SP-50 Public Housing Accessibility and Involvement
SP-55 Barriers to affordable housing
SP-60 Homelessness Strategy
SP-65 Lead based paint Hazards
SP-70 Anti-Poverty Strategy
SP-80 Monitoring
Strategic Plan - 2
• SP10 Geographic Priorities (optional). Can add NRSAs, local
strategy areas, CDFI areas, etc. Will need to include basic data on
target area - # housing units, low/mod %, commercial
characteristics, etc. Clunky screen.
• SP-35 Anticipated Resources table auto-populates similar table in
Action Plan. Must be filled out in Strategic Plan first.
• SP-40 Institutional Delivery Structure table is time consuming.
Requests you to list major organizations participating in carrying out
your Strategic Plan. Clunky screens. If you fill in narrative before
listing organizations, you can’t access the organization part.
• SP-80 Monitoring is limited to the 4000 character count, no place to
add a text box but must include both CDBG and HOME.
Strategic Plan - 3
• SP-25 Priority Needs table.
Assign priority levels (high
or low only) to each
identified need.
• Manual Guidance –
affordable housing,
homelessness and nonhousing community
development – less
structured.
Priority
Needs
Goals
Projects
Summary of Priority Needs, Goals and Geographic Areas, Funding – does
not print out but is a good reference
Action Plan
AP-15 Expected Resources
AP-20 Annual Goals and Objectives
AP-35 Projects
AP-50 Geographic Distribution
AP-55 Affordable Housing
AP-60 Public Housing
AP-65 Homeless and Other Special Needs Activities
AP-70 HOPWA goals
AP-75 Barriers to affordable housing
AP-85 Other Actions
AP-90 Program Specific Requirements
Action Plan - 2
• AP-15 Expected Resources tables are auto-populated from SP35 table in Strategic Plan for First Year Acton Plan.
• AP-20 Annual Goals are added from SP-45. May be 5 year
goals that are not related to an annual goal/project.
• AP-35 Projects screens are not included in Word download.
You will need to create your own program/project
descriptions for your draft action plan. Boston copied the old
ones from the CPMP template. Burlington used the
‘summary’ on AP -38.
• Projects set up in AP-35 will automatically be created in IDIS
even prior to clicking “submit”
Action Plan – 3 (Project Summary)
Think you’re done? Think again!
• Difficulties in downloading document as a whole.
• Not all information transfers (missing some maps,
charts). Be sure to check section by section.
• Some narratives were mixed up.
• Some text included symbols <>? Etc.
• Spent a considerable amount of time formatting for a
decent Word document.
• Added a table of contents, page numbers.
Word Documents
Download from IDIS
Reformatted
Wrap Up and Questions
• For more information, please contact:
Robert Gehret
City of Boston
bgehret.dnd@cityofboston.gov
617-635-0242
Marcy Krumbine
City of Burlington
mkrumbine@burlingtonvt.gov
802-865-7171