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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