consolidated plan and annual action plan amendments · 6/20/2016 · –slides, transcript,...
TRANSCRIPT
![Page 1: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/1.jpg)
June 20, 2016
Consolidated Plan and Annual Action Plan Amendments
![Page 2: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/2.jpg)
• Presenter– Chris Andrews, The Cloudburst Group
• HUD Staff– Beth Hendrix, OBGA
– Vashawn Banks, OAHP
Webinar Instructions
![Page 3: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/3.jpg)
• Webinar will last approximately 90 minutes
• Materials will be posted on the HUD Exchange– Slides, transcript, recording
Webinar Instructions
![Page 4: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/4.jpg)
• Close email 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
Webinar Instructions
![Page 5: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/5.jpg)
• All participants will be muted
• Submit questions at any time during the webinar via the “Questions” pane
Webinar Instructions
![Page 6: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/6.jpg)
• Questions will be answered verbally
• May not be able to answer all questions– Will try to answer common questions first
Webinar Instructions
![Page 7: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/7.jpg)
This webinar is made possible by
![Page 8: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/8.jpg)
Agenda
1. Amendment Requirements
2. Amendments and the eCon Planning Suite
3. Specific Amendment Elements
4. Amending Consolidated Plans
5. Amending Action Plans
![Page 9: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/9.jpg)
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
![Page 10: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/10.jpg)
AMENDMENT REQUIREMENTS
![Page 11: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/11.jpg)
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
![Page 12: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/12.jpg)
• Substantial Amendments are defined by the regulations in 24 CFR Part 91.505 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
Substantial Amendments
![Page 13: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/13.jpg)
• Citizen Participation Plan should:
– Identify what constitutes a substantial amendment
– Process for amending the plan
– Opportunity for public engagement during amendment process
Citizen Participation Plan and Amendments
![Page 14: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/14.jpg)
“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 91.505(c)
Amendments in the eCon Planning Suite
![Page 15: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/15.jpg)
AMENDMENTS AND THE eCONPLANNING SUITE
![Page 16: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/16.jpg)
• 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 ANDmarked as “Review Completed” prior to creating the CAPER or any future amendments/AAPs
Documenting Amendments in IDIS
![Page 17: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/17.jpg)
Amendment Process
ID Need for Amend.
Follow CPP Process
Approved CP/AAP
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 atonce
• 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 ofnext plan step (e.g. next AAP or next CAPER)
![Page 18: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/18.jpg)
SPECIFIC AMENDMENT ELEMENTS
![Page 19: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/19.jpg)
Amendments and Data
Plan Element Copy is
Substantial
Amendment
Copy is Minor
Amendment
Copy is NOT an
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.
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.
![Page 20: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/20.jpg)
• 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)
Housing Trust Fund Amendments
![Page 21: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/21.jpg)
• 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: https://www.hudexchange.info/programs/htf/
Housing Trust Fund Amendments
![Page 22: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/22.jpg)
CON PLAN AMENDMENT PROCESS
![Page 23: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/23.jpg)
• 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
Con Plan Amendments
![Page 24: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/24.jpg)
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
Con Plan Amendments
![Page 25: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/25.jpg)
3. Enter the New Version and Start Year (should be the same)
4. Indicate that the Copy is an Amendment
5. Click “Copy”
Con Plan Amendments
![Page 26: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/26.jpg)
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
Con Plan Amendments
![Page 27: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/27.jpg)
ACTION PLAN AMENDMENT PROCESS
![Page 28: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/28.jpg)
• Examples of Action Plan Amendments:
– Adjusting funding amounts due to changes in program income
– Revising projects to change funding, location or GOIs
Action Plan Amendments
![Page 29: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/29.jpg)
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
Action Plan Amendments
![Page 30: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/30.jpg)
3. Enter the New Version and Start Year (should be the same)
4. Indicate that the Copy is an Amendment
5. Click “Copy”
Action Plan Amendments
![Page 31: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/31.jpg)
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
Action Plan Amendments
![Page 32: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/32.jpg)
• 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
Amendments
![Page 33: Consolidated Plan and Annual Action Plan Amendments · 6/20/2016 · –Slides, transcript, recording Webinar Instructions •Close email and other programs on your ... Amendments](https://reader033.vdocuments.us/reader033/viewer/2022051607/602e0fac1731c417365068b4/html5/thumbnails/33.jpg)
• 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 [email protected]
Question and Answer