consolidated plan and annual action plan amendments · 6/20/2016 · –slides, transcript,...

June 20, 2016

Consolidated Plan and Annual Action Plan Amendments

• Presenter– Chris Andrews, The Cloudburst Group

• HUD Staff– Beth Hendrix, OBGA

– Vashawn Banks, OAHP

Webinar Instructions

• Webinar will last approximately 90 minutes

• Materials will be posted on the HUD Exchange– Slides, transcript, recording


• 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


• All participants will be muted

• Submit questions at any time during the webinar via the “Questions” pane


• Questions will be answered verbally

• May not be able to answer all questions– Will try to answer common questions first


This webinar is made possible by

Agenda

1. Amendment Requirements

2. Amendments and the eCon Planning Suite

3. Specific Amendment Elements

4. Amending Consolidated Plans

5. Amending Action Plans

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

AMENDMENT REQUIREMENTS

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

• 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

• 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

“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

AMENDMENTS AND THE eCONPLANNING SUITE

• 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

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)

SPECIFIC AMENDMENT ELEMENTS

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


Data is replaced with


• 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

• 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

CON PLAN AMENDMENT PROCESS

• 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

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

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

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

ACTION PLAN AMENDMENT PROCESS

• 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

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


3. Enter the New Version and Start Year (should be the same)

4. Indicate that the Copy is an Amendment

5. Click “Copy”


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


• 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

• 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

consolidated plan and annual action plan amendments · 6/20/2016 · –slides, transcript,...

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