Consolidated Plan and Annual Action Plan Amendments. June 20, 2016

Transcription

1 Consolidated Plan and Annual Action Plan Amendments June 20, 2016

2 Webinar Instructions Presenter Chris Andrews, The Cloudburst Group HUD Staff Beth Hendrix, OBGA Vashawn Banks, OAHP

3 Webinar Instructions Webinar will last approximately 90 minutes Materials will be posted on the HUD Exchange Slides, transcript, recording

4 Webinar Instructions Close and other programs on your computer If you experience technical difficulty with audio or video portions of this webcast, please: Log off, then log in again Request help through the Questions pane of the Go To Webinar toolbar

5 Webinar Instructions All participants will be muted Submit questions at any time during the webinar via the Questions pane

6 Webinar Instructions Questions will be answered verbally May not be able to answer all questions Will try to answer common questions first

7 This webinar is made possible by

8 Agenda 1. Amendment Requirements 2. Amendments and the econ Planning Suite 3. Specific Amendment Elements 4. Amending Consolidated Plans 5. Amending Action Plans

9 Session Objectives Understand approach to completing amendments to Consolidated Plan and Action Plan in IDIS Identify process for completing amendments for program changes such as Housing Trust Fund

10 AMENDMENT REQUIREMENTS

11 Amendments During the course of Con Plan cycle, grantees may need to amend CPs and/or AAPs Substantial Amendments Minor Amendments Grantees still must complete entire amendment process (including Citizen Participation requirements) outside of IDIS; IDIS used to inform HUD of amendments

12 Substantial Amendments Substantial Amendments are defined by the regulations in 24 CFR Part AND a grantee s Citizen Participation Plan Change in allocation priorities or method of distribution Carrying out new activities with CPD funds Change in purpose, scope, location or beneficiaries of activity

13 Citizen Participation Plan and Amendments Citizen Participation Plan should: Identify what constitutes a substantial amendment Process for amending the plan Opportunity for public engagement during amendment process

14 Amendments in the econ Planning Suite The jurisdiction may submit a copy of each amendment to HUD as it occurs, or at the end of the program year. (24 CFR Part (c)

15 AMENDMENTS AND THE econ PLANNING SUITE

16 Documenting Amendments in IDIS Complete amendment in the posted version of the plan AND the econ Planning Suite Submit all amendments in the administration screen Amendments should be completed AND marked as Review Completed prior to creating the CAPER or any future amendments/aaps

17 Amendment Process Approved CP/AAP ID Need for Amend. Follow CPP Process Revise CP/AAP Enter in IDIS Done during Program Year (prior to initiating amendments in program) If possible, all amendments for PY should be entered in IDIS at once This is not possible when you are receiving new funding sources (such as HTF) All amendments must be in IDIS and approved prior to creation of next plan step (e.g. next AAP or next CAPER)

18 SPECIFIC AMENDMENT ELEMENTS

19 Amendments and Data Plan Element Copy is Substantial Amendment Copy is Minor Amendment Attachments Copied Copied Copied Additional Content Copied Copied Copied Alternate Data Sources Copied List of data sources is copied, but data in tables is replaced with current data sources. Copy is NOT an amendment List of data sources is copied, but data in tables is replaced with current data sources. Pre-populated data in tables Copied Data is replaced with current data sources. Data is replaced with current data sources.

20 Housing Trust Fund Amendments All amendments as part of HTF allocation plan must be submitted by August 16, 2016 This REQUIRES amendments to the Consolidated Plan for State grantees Required edits include: Executive Summary Strategic Plan (Geographic Areas, Needs, Goals, Resources, Affordable Housing, Market Conditions)

21 Housing Trust Fund Amendments HTF grantees are also required to amend the 2016 Action Plan as described in the Sample Form. HTF Grantees must clearly explain how it will allocate HTF funds For detailed information on HTF, see:

22 CON PLAN AMENDMENT PROCESS

23 Con Plan Amendments Examples of when you may need to amend your Consolidated Plan: Change in community needs requiring significant changes to Strategic Plan goals Addition of a new grant program (such as HTF or CDBG-DR) Changing the method of distribution for State CDBG program

24 Con Plan Amendments 1. Make note of the Version and Start Year of the Plan you would like to amend 2. Click Copy in the Con Plan sub-menu

25 Con Plan Amendments 3. Enter the New Version and Start Year (should be the same) 4. Indicate that the Copy is an Amendment 5. Click Copy

26 Con Plan Amendments 3. Change the Plan s name on the AD-25 Screen 4. Complete the Amendment in the copied plan 5. Submit the Amendment via the AD-25 Screen

27 ACTION PLAN AMENDMENT PROCESS

28 Action Plan Amendments Examples of Action Plan Amendments: Adjusting funding amounts due to changes in program income Revising projects to change funding, location or GOIs

29 Action Plan Amendments 1. Make note of the Version and Start Year of the Plan you would like to amend 2. Click Copy in the Action Plan sub-menu

30 Action Plan Amendments 3. Enter the New Version and Start Year (should be the same) 4. Indicate that the Copy is an Amendment 5. Click Copy

31 Action Plan Amendments 3. Change the Plan s name on the AD-26 Screen 4. Complete the Amendment in the copied plan 5. Submit the Amendment via the AD-26 Screen

32 Amendments Key Tips Con Plan amendments should be done before creating corresponding Action Plans Amendments to the Year 1 AAP require amending the Con Plan All Amendments should be done near the end of the program year and before the CAPER is created For Consortia, only lead grantees can initiate the amendment process for all members

33 Question and Answer Coming in July Virtual Office Hours for all HTF grantees on amending the Con Plan to include HTF Please submit any questions you have via the Questions pane If you submit questions that are not answered, please submit them to the HUD Exchange Ask-a-Question or