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The eCon Planning Suite: CPD Maps and the Con Plan in IDIS
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Presenter Introductions
• Bill Kubal
• Chris Andrews
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Training Objectives
• Use CPD Maps to analyze, assess, and compare levels of need in your community
• Use IDIS to develop a Con Plan and Action Plan • Use CPD Maps and IDIS together
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Agenda Day 1
Introduction to eCon Planning Suite
CPD Maps
Con Plan Template – Creating a Plan
Con Plan Template – Mechanics and Supplementing the Plan
Breakout Groups for Questions and Exercises
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Agenda Day 2
Citizen Participation and Consultation
Needs Assessment and Market Analysis
Strategic Plan
Annual Action Plan
Action Plan to CAPER
eCon Planning Suite Resources
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Goals of the eCon Planning Suite
1. Promote market-driven, leveraged, housing and community development planning – Ease data collection burden
2. Streamline grants management cycle into a cohesive planning framework – Incorporate Con Plan and Action Plan into same
system as IDIS and CAPER
3. Make data available to general public and local stakeholders
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CPD Maps
• Online mapping tool –Easy and as accessible as other Internet map sites –Widget functionality
• Provides latest data sets available from HUD • Exports directly to Con Plan template
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Con Plan Template
• Data Entry template integrated into IDIS –Action Plan optional until Con Plan template used
• Two scenarios –Con Plan and 1st Year Action Plan –Stand-alone Action Plan
• 4 versions of the template –State Grantees –Entitlements –Consortia –Regional Strategy
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CPD Maps
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CPD Maps
• Display and analyze data across census tracts and jurisdictions
• Support place-based strategy – Appropriate programs for neighborhood conditions – Target resources for greater impact
• Communicate complex geographic data to stakeholders and citizens
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Targeting is a fundamental principle for CPD Programs…
“[States and cities]…are encouraged to identify locally designated areas where geographically targeted revitalization
efforts are carried out through multiple activities in a concentrated and
coordinated manner.” -24 CFR 91.215(g) and 91.315(g)
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CPD Maps
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Over 125 Different Data Elements Can be Displayed in CPD Maps Data Topic Data Examples
Demographic - Population - Educational level - Area median income - Race/Ethnicity
Housing - Change in median home value - Vacancy rate - % of affordable rental units - Housing affordability by tenure
Economic - Unemployment rate - % change in total jobs - Commute time
Data Topic Data Examples
HUD Activities - FHA REO properties - HOME rental - CDBG economic development
Transportation - MPO boundary - Transit lines - Transit stations
Environmental - State clean water needs survey - Flood plains
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Accessing CPD Maps
• Two ways to access: – http://egis.hud.gov/cpdmaps/ – Access data and maps directly from IDIS
• No log-in information required • No download requirements • Javascript enabled (standard on most browsers)
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Basic Navigation: Widgets
Legend
Data Toolkit
Grantee Summary
Grantee Search
Layers
Reports Map
Query Upload
Point File
Basemap Print
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• Layers – Add/remove data layers to map
• Map Query – Identify geographies based on customized
variables
• Reports – Produce Excel-based report for geography
• Data Toolkit – Analyze and compare housing and economic
data across selected geographies
Widgets
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…And More Widgets • Legend
• Grantee Summary – Produce grantee profile
• Print – Print or export map
• Upload Point File – Geocode unique point-based data
• Basemap
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Grantee Search Tool • Search for jurisdiction
– State (Maryland or MD) – Place and state (Baltimore Maryland or
Baltimore MD) – Address (street, city, state, zip code)
• Use menu to select grantee • Used by other widgets
– Layers – Reports – Map Query
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Grantee Summary Widget
• Must first use Grantee Search Tool
• Provides most recent allocations for selected grantee
• Click “Export” button to view in Excel and obtain more data
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Layers Widget
• Add, remove, and change how data is displayed on map
• Two Choices – Prepared Maps – User selected layers
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• Constrained Rental Supply • Workforce Development
Opportunity • Workers with Long
Commutes • Risk of Homelessness from
Increased Rent • Risk of Homelessness from
Housing Instability
Layers Widget: Prepared Maps
• Homebuyer Zones • Need for Rental
Rehabilitation • Rental Market Near Transit • Housing Affordability Near
Transit
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Layers Widget: Layer Types
1. Thematic 2. Point-based 3. Outline
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• Transparency • Select geographic level
– Tract – County – State
• Select geographic range – National – Regional – Grantee
• Selection classification – Number of classes – Classification type – Class breaks
Layers Widget: Settings
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Sample Map: Anti-Poverty Strategy
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• 91.215(j) – Anti-Poverty Strategy: Provide concise summary of goals/programs to reduce # of poverty-level families and preserve affordable housing
• Create a map illustrating levels of poverty – Are there economic opportunities in these areas? – Are these areas well-served by transit? – Are these areas cost-burdened? – Are there housing or public service investments in these
areas?
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Sample Map: Anti-Poverty Strategy
• Poverty Concentration
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Sample Map: Anti-Poverty Strategy
• Poverty Concentration (ED and Public Service Activities)
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Sample Map: Anti-Poverty Strategy
• Poverty Concentration (with LIHTC and HOME projects)
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Identify Tool
• View underlying numbers for current layers of data
• Data shown depends on the layers displayed and the point selected
• Useful for “quick answers”
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Identify Tool
• View underlying numbers for current layers of data
• Data shown depends on the layers displayed and the point selected
• Useful for “quick answers”
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Identify Tool
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Identify Tool
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• Generates Excel spreadsheet with data for one geography or aggregate data for multiple geographies into one data set
• Data options include:
• Includes data beyond map layers • Most tables in Con Plan template correlate to these
data sets – Can compare data set for grantee to target areas
Reports Widget
– Demographics – Housing Needs – Housing Supply
– Economic Context – Special Needs
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1. Select target area
2. Choose reference geography (optional)
3. Select data sets to include
4. Export to Excel or IDIS
Reports Widget
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1. Select target area
Reports Widget
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2. Choose reference geography (optional)
Reports Widget
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3. Select data to include
Reports Widget
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Report in Excel
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• Identifies similar geographies based on common characteristics in their underlying data
• Facilitates analytical searches, comparisons • Can query on up to three data variables at once • Example:
– What tracts have a high share of long commutes, high unemployment rates and high level of cost burdened households?
Map Query Widget
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1. Select area to query: national or grantee 2. Set geography type 3. Select up to three variables 4. Set minimum and maximum values for each
variable
Map Query Widget
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1. Select area to query: national or grantee 2. Set geography type
Map Query Widget
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3. Select up to three variables
Map Query Widget
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4. Set minimum and maximum values for variables
Map Query Widget
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Data Toolkit Widget
• Produces spreadsheet to compare and analyze target geography to reference geographies
• Three-tiered process – Issue Identification – Issue Characterization – Issue Location
• Spreadsheet tools for housing and economic variables
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Upload Point File Widget
• Geocode unique user point-based files and display in CPD Maps
• Point-based files can be uploaded by address or latitude/longitude
• Multiple point-based files can be uploaded to one map • Point-based files may include:
– Institutions – Local Projects – Public Facilities
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Upload Point File Widget
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Upload Point File Widget
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• CPD Maps data available to other mapping systems – ARCGis.com – ArcMap and other ESRI Products – Google Earth
• Mapping Services server: https://www.onecpd.info/resource/3223/mapping-services-data/
Beyond CPD Maps
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In summary, CPD supports grantees by: • Providing a tool to analyze and display
demographic, housing, and economic conditions in the community;
• Helping them better understand the variations in these conditions across the community;
• Providing data and graphics to support the Con Plan and the Annual Action Plan.
Questions on CPD Maps?
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Con Plan Screens in IDIS
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Con Plan Template Process
1. Get Access 2. Create the Plan
– Con Plan vs. Stand-alone Action Plan – Choose version of Plan
3. Complete the Plan – Data tables – Narratives – Additional content: Maps, Images, Data, Tables
4. Submit the Plan – Quality check – Print and submit Plan
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• New users must complete HUD Form 27055 http://portal.hud.gov/hudportal/documents/huddoc?id=27055.PDF
• Current IDIS users must request access from local IDIS administrator
Con Plan Access
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Adding a Consolidated Plan
• Beginning and Ending Year • Title and Version • Amendment – Yes or No • Programs Included • Version
– State, Grantee, Consortia, Regional • Data Sources • PHAs • Status
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Regional Strategy Option
• Participants share Strategic Plan of Con Plan – Needs Assessment – Market Analysis – Strategic Plan
• Participants each prepare own Action Plans – Allocation of funds – Annual actions
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Sections of Con Plan Template
• Setup • Executive Summary • The Process • Needs Assessment • Market Analysis • Strategic Plan • Action Plan
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Elements of the Template
• Data tables – Many tables will provide default data sets – Grantees can provide alternate sources
• Narrative • Additional elements can be inserted throughout
(optional) – Maps – GIS data – Images – Text boxes – Data tables
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Data Tables
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Alternate Data Sources
• Survey Data – Neighborhood surveys – Formal local plans and studies
• Administrative Data – Code enforcement records – State unemployment data – National data sources (i.e. HMDA )
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Narratives
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Edit Sequence or Label for Additional Content • Add GIS Map • Add GIS Data • Add JPEG • Add Text • Add Table
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Setup: Verify Grantee / PJ and Program Contacts • Independent of Con Plan / Action Plan submission
• Grantee / PJ Information – Lead agency – Address – Program year start and end date
• Program Contacts – Primary contact for grantee – Primary and secondary contact by program
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Setup: Adding an Action Plan
• Program Year • Title • Plan Version • Amendment – Yes or No • Programs Included • Associated with a Con Plan? • Status
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Copying a Plan
• Use for – Substantial and Minor Amendments – To copy one plan year to the next
• New copy includes – Attachments – All additional content, such as images, maps, etc.
• Action Plans – Associated with same Consolidated Plan in the system – If a stand-alone, Geographic Priorities, Priority Needs, and
Goals are copied
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• Questions from today’s material • Review exercises • Review agenda/topics for next class
Breakout Groups