1. Planning & Reporting in the eCon Planning Suite

2. eCon Planning Suite Updates
HTF Specific Screens
Webinar scheduled on March 1 p.m. EST
Register on HUD Exchange
Quick Guide available at

3. eCon Planning Suite Updates
Broadband and Resiliency Requirements
Required for all new consolidated plans
Annual action plans are not impacted.
New consultation and citizen participation requirements
Broadband: public and private organizations, including broadband internet service providers, and organizations engaged in narrowing the digital divide.
Resilience: agencies whose primary responsibilities include the management of flood prone areas, public land, or water resources, and emergency management agencies.
New housing market analysis requirements
Include a description of broadband needs and vulnerability to natural hazard risks in its housing market analysis.

4. Tips & Tricks for
Planning & Reporting

5. Understand When Data Downloads in the eCon Planning Suite

6. Review Completed Triggers Data Downloads
“Review Completed” status tells IDIS to pull data into the next action plan, caper, or amendment.
Any plan, amendment, or CAPER not in “Review Completed” status is considered a draft. No data will be pulled.
If you start your next plan or CAPER without a prior plan or amendment in “Review Completed”, the information will not download into your newly created document.
If a prior document changes its status to “Review Completed”, information will not move into a already created document.

7. COMPLETE ALL AMENDMENTS FIRST

8. Amendments First
Why? It gets your updates into the next CAPER and Action Plan
Best Practice Tip: Save yourself some work & limit the number of plan versions:
Follow your citizen participation plan & document your files
Update the system with all amendment information at one time.
Make sure field office changes status to “Review Completed” BEFORE creating next document.

9. CHOOSE TO “COPY” OR “ADD” A YEAR 2-5 ACTION PLAN

10. Copy or Add Options

11. CORRECTLY ASSOCIATE THE ACTION PLAN TO THE CON PLAN

12. Must Do’s
Make sure your 2018 AAP is correctly associated with the most current (most recently amended) consolidated plan.
Quicks Guide on:
How to Copy and
How to Amend a plan
available on HUD Exchange on the consolidated plan page.
In Review Completed Status

13. MAKE SURE ALL COPIED PRIOR YEAR PROJECTS ARE REMOVED

14. Removing Prior Year Projects

15. Removing Prior Year Projects

16. CONSIDER HOW GOALS ARE ASSOCIATED WITH 2018 PROJECTS

17. Goals Drive CAPER Accomplishment Data
CAPER pull accomplishment data based on the goals assigned to the project.
The more goals associated with a project, the more data reconciliation will need to occur
Best Practice Tip: Save yourself some work & reduce your data reconciliation
Select one annual goal for each project.
Make sure the project’s goal outcome indicator (GOI) matches the GOI you picked for the annual goal
Update the system with all amendment information at one time.

18. UNDERSTAND HOW PROJECT SET-UP IMPACTS YOUR CAPER

19. Project Set-up

20. Project Set-Up in AP-35 Screen
Setting up Projects during AAP development (AP-35) creates structure for a successful CAPER
Projects
Are not required to include activity-level detail
Should align with state’s method of distribution
Activities
Set up after awards made to UGLGs per method of distribution
Associate with appropriate project to ensure eCon Planning Suite pulls correct CAPER data

21. Project Set-Up in AP-35 Screen
As soon as the project is created on the AP-35 screen, it is automatically added in IDIS.
Best Practice Tip: Avoid duplicated projects in the system. Make sure someone else doesn’t set up the same projects separately in IDIS.

22. When Projects Are Not Set-Up in Action Plan (AAP)
If projects not set-up in AP-35 during AAP development, create projects in IDIS
To align activity accomplishments with goals in the CAPER, states must:
Create an amendment and add existing projects from IDIS.
Make sure amendment is in Review Completed status.
Create CAPER as last step.
Tells system to send projects into CAPER

23. Project Details

24. Project Details

25. Adding Existing Projects to Action Plan

26. Adding Existing Projects to Action Plan

27. Multi-Year Funded Project
Use one project that will include funding from all years
Create project in Year 1 in AP-35 screen.
In subsequent years:
Pull same existing Year 1 project from IDIS into action plan
Reference project is funded from multiple years in project description
Increase funds by amount of that year’s funding
For CDBG, click “Yes” on “Will accomplishments be reported at another activity”.
ESG projects must be funded in a single year.
A single, larger project that is planned to be funded from two or more years of funding (Action Plans)
Examples: large public facility or public improvements project
Projects started and completed annually are not considered multi-year funded projects
Example: food bank, meals on wheels, other public services

28. CAPER
Reconciling Your Data

29. IDIS Accomplishment Data
CAPER Information
IDIS Accomplishment Data
Prior Year
CAPER Data
The CAPER is looks to match accomplishment data to goals.
Notice the emphasis is not on matching accomplishment data to projects.
Consolidated Plan
Goals & Priorities
(SP Screens)
CAPER
Action Plan
Goals & Priorities
(AP Screens)

30. CAPER Data Data used in the CAPER comes from the following sources:
Action Plan (planned #s)
Activity Accomplishment Reports (actual #s)
HMIS (ESG CAPER)

31. CAPER Data Reasons your data may not populate correctly:
AAP is not marked as “Review Completed” in IDIS
AAPs must be marked as Review Completed for your AAP to sync with the CAPER
Request that your Field Office marks the AAP as Review Completed in IDIS
AAP amendments have not been submitted
Prior to creating your CAPER, all AAP amendments must be entered and submitted in IDIS
AAP amendments must be marked as Review Completed

32. CAPER Data Reasons your data may not populate correctly:
Duplicative Projects
Ensure the projects entered into your AAP are the same projects associated with activities under the project tab
Review list of projects on AP-35 screen and under the Projects tab and ensure they align
Remember, when you create a project in the AAP, it automatically creates the project in IDIS
Option 1: Re-associate activities with projects created in AAP
Option 2: Amend AAP to include correct projects

33. CAPER Data Reasons your data may not populate correctly:
Prior Year Projects copied into current year AAP
Check projects in AAP to ensure Program Year is current year
If not, amend AAP and create new projects with correct program year
REMEMBER, WHEN YOU COPY YOUR AAP, YOU WILL
NEED TO REMOVE COPIED PROJECTS AND UPDATE WITH
PROJECTS WITH THE CURRENT PROGRAM YEAR

34. CAPER Data Reasons your data may not populate correctly:
Accomplishment Data is not entered in IDIS
All accomplishment data must be entered in IDIS prior to creating your CAPER
Add accomplishments under the Activity tab for all activities completed during Program Year
For HOME projects, Activity must be completed for accomplishments to populate in CAPER

35. CAPER Data
If you have already started your CAPER and have data issues, you do not need to create a new template:
Use Con Plan Goals and Accomplishments Report
Use other MicroStrategy Reports
Manually update data fields in template

36. Con Plan Goals and Accomplishments Report
Before creating your CAPER, run the Report to review accomplishment data
MicroStrategy Report available in IDIS Reports tab.
Lists accomplishment information that is:
Associated with one SP/AAP Goal
Associated with multiple SP/AAP Goals
Not associated with an SP/AAP Goal

37. Con Plan Goals and Accomplishments Report

38. Additional IDIS Reports
PR03 – CDBG Activity Summary
PR22 – Status of HOME Activities
PR26 – CDBG Financial Summary
PR28 – CDBG State PER
PR33 – HOME Matching Liability
PR91 – ESG Financial Summary

39. Completing the CAPER All “Actual” fields can be manually adjusted
Review the Con Plan Desk Guide and 24 CFR Part 91 for guidance on what is required in CAPER
Grantees can upload up to 5 unique appendices to include reports and other supporting documents

40. CAPER Must Do’s Complete checklist before creating CAPER:
Ensure AAP is marked as “Review Complete”
Enter all amendments in IDIS, submit and ensure marked as “Review Complete”
Ensure AAP includes correct projects (associated with activities AND correct PY)
Enter all accomplishment data in IDIS

41. CAPER Must Do’s If you have already created your CAPER template:
Do not create a new CAPER Template
Use Con Plan Goals and Accomplishments Report and other IDIS Reports to gather requisite data
Manually enter data into Con Plan template