HOME IDIS Peter Huber Director, Financial & Information Services Division Office of Affordable Housing Programs

HOME IDIS Resources HOME FACTS – HOME IDIS or financial guidance. Topics from repaying your HOME accounts to requesting a reduction in your CHDO set aside HOME FACTS on program income for admin and subgranting program income – Volume 4, number 2 (December 2012) HOME FACTS on activities in final draw for more than 120 days – Coming soon! 2

HOME IDIS Resources HOME IDIS Training Manual for PJs – am_offices/comm_planning/affordablehousing/pr ograms/home/home_idis_manual_pj am_offices/comm_planning/affordablehousing/pr ograms/home/home_idis_manual_pj HOME IDIS eLearning system – am_offices/comm_planning/affordablehousing/tr aining/web/elearning am_offices/comm_planning/affordablehousing/tr aining/web/elearning 3

IDIS System Improvements Program income enhancements - May 2012 Open activity flags - May 2012: – Activities in final draw for more than 120 days – Activities with infrequent draws – Activities remaining open after fours years PR49 Deadline Compliance Status Report - May 2012 PJ and National Production Reports Enhanced search for HOME activities – 2013 IDIS Help Desk moves to OneCPD “Ask a Question” 4

Final Draw for 120 days or more 24 CFR (d)(1) states: Complete project completion information must be entered into the disbursement and information system, or otherwise provided, within 120 days of the final project drawdown. If satisfactory project completion information is not provided, HUD may suspend further project set-ups or take other corrective actions. 5

Final Draw for 120 days or more The system flags activities that have been in final draw for 120 days. – Warning flags appear when an activity has been in final draw for 30 days and 90 days. If the activity is not completed, cancelled, or taken out of final draw after 120 days in final draw, the PJ’s ability to set up and commit funds to new HOME activities will be suspended. 6

Final Draw for 120 days or more Potential Solutions: Complete the activity – Definition of project completion at 24 CFR 92.2 Cancel the activity – Repay HOME investment From non-Federal funds – Request voluntary grant reduction Must justify based on fiscal distress Take out of final draw – Increase funding based on valid commitment – Increase funding based on estimated project delivery costs

Infrequent Draws for 12 months or more This edit applies to all open HOME activities. The system flags activities with funds disbursed, but no disbursements in the past 12 months. – Activities with $0 disbursed are auto-cancelled after 12 months. The PJ must enter a reason and narrative explanation or its ability to set up or commit funds to HOME activities is suspended. 8

Infrequent Draws for 12 months or more Reasons from the dropdown menu include: project progressing toward completion project start was delayed project is stalled The system will require the PJ to update the reason and narrative every 180 days until the activity is completed or cancelled. Flag will be removed once the activity is completed or cancelled. 9

Involuntarily Terminated Currently, requirement applies only to all 2012 HOME activities. Implications for 2013 activities and new HOME final rule For all other activities the flag is currently for information purposes only. The system flags all open HOME activities with initial funding dates more than four years old. This is a project completion deadline. 10

Involuntarily Terminated These open activities are considered terminated before completion Absent an extension HOME funds must be repaid. Does this mean you don’t have to do anything? – Yes. As long as the activity is progressing toward completion, not in final draw, and not disbursing funds infrequently. – No. If the activity will not be moving forward or is temporarily stalled, please contact your field office CPD rep. to discuss options. Activities meeting this criteria will be blocked by HUD and will require repayment and cancellation.

Subgranting Program Income PJs are now able to subgrant program income to subrecipients – Applies to any grant year that has PI funds available Process is almost identical as the process used for subgranting CR funds to CHDOs or SU funds to subrecipients

Program Income: PA Fund Type A new fund type called “PA” allows up to ten percent of PI receipted by PJs to be expended on admin activities – Functionality only available for 2012 HOME grants and later – Functionality must be used for program income set aside for admin beginning with 2012 grants PJs can also subgrant PA funds to subrecipients

Changes to PI Funding and Vouchers PJs no longer have to fund HOME EN Activities with PI in order to draw available PI PJs should no longer fund activities with PI PJs will see available PI when creating vouchers PJs should choose to drawdown available PI in place of committed EN when creating a voucher 14

Completion Date Edit Implemented May 4, 2012 for all activities. Completion date defaults to current date the first time the activity status is changed to “completed”. Completion date defaults to current date if the activity is re-opened and completed again. System will not allow the user to enter a completion date prior to the initial completion date. 15

IDIS Technical Assistance For more help: – Field Office CPD Rep. – Help Desk – OneCPD.info Ask A Question More questions Are You an Organization with HUD Policy, Program, or Reporting System Questions? Fill in form My question is related to: Integrated Disbursement and Information System – Contact me