Skip to Content

IDIS Resources for the CDBG Program

This site contains a comprehensive list of learning materials to assist CDBG grantees in mastering IDIS functionality and fulfilling their CDBG reporting requirements. Policy, programmatic, and navigational information is provided to assist grantees in using IDIS and in reporting complete and accurate data that demonstrate the contribution the CDBG program is making toward meeting the needs of low- and moderate-income persons across the country.

The following information is provided below:

  • A comprehensive list of reference materials
  • The complete two-day IDIS Training for CDBG grantees
  • Four IDIS webinars for CDBG grantees

*New* Grant Based Accounting

HUD has updated IDIS to phase out the first-in-first-out (FIFO) accounting methodology. These changes specifically tie activity funding and draws to the specific grants in IDIS. The initial changes implement grant-specific accounting beginning with FY 2015 CDBG allocations. Funds from pre-2015 grants will continue to be disbursed using the FIFO method.

Learn about grant based accounting requirements.

IDIS Reference Materials for CDBG Grantees

Manuals

(provide detailed instructions for using IDIS)

Additional Guidance

(some of which are also available in the appendices to the above manuals)

Training Handouts

(from the live CDBG two-day IDIS training sessions)

Screenshots and Sample Reports

IDIS Online Training Modules for the CDBG Program

In 2013, the CDBG program launched 8 two-day IDIS training sessions for CDBG grantees. Below are links to IDIS Online training modules for entitlement grantees, that replicate those training sessions.

Agenda

Preface

Overview

Module 1: Logging In & Navigation

Module 2: IDIS Online Projects

Module 3: Housing

Module 4: Public Facilities & Improvements

Module 5: Public Services

Module 6: Economic Development

Module 7: New CDBG Oversight Functionality

Module 8: Reports

Module 9: Program Income

Module 10: Additional Drawdown Topics

Wrap-Up

IDIS Webinars for CDBG Grantees

The Office of Community Planning and Development held a series of four IDIS Webinars during August, 2011. These Webinars, primarily designed for grantee staff, provide information about how to correctly enter data into IDIS to satisfy CDBG reporting requirements, how to use IDIS reports to effectively manage and administer CDBG, and how to avoid common mistakes when entering CDBG data in IDIS.

Housing - August 16, 2011 2:00 p.m. EDT

Learn the key steps for adding and reporting accomplishments for CDBG housing activities. If you are a new or self-taught user, this Webinar will give you the tools, knowledge, and confidence to enter the data correctly the first time and avoid mistakes. If you are a more experienced user, you will learn about the latest updates to IDIS and reinforce your understanding of the system.

View webinar and download slides
Closed Caption does not work in all browsers. If Closed Caption doesn't work switch to Internet Explorer

Public Facilities, Public Services, and Economic Development - August 17, 2011 2:00 p.m. EDT

Learn important steps for adding and reporting accomplishments for CDBG public facilities, services, and economic development. If you are a new or self-taught user, this Webinar will give you the tools, knowledge, and confidence to enter the data correctly the first time and avoid mistakes. If you are a more experienced user, you will learn about the latest updates to IDIS and reinforce your understanding of the system.

View webinar and download slides
Closed Caption does not work in all browsers. If Closed Caption doesn't work switch to Internet Explorer

Common Mistakes Grantees Make in Reporting CDBG Data - August 24, 2011, 12:30 p.m. EDT

IDIS can be an extremely powerful tool to highlight the benefit of CDBG across the country and in your community, but only to the extent that the underlying data is correct. Watch this Webinar and learn how to avoid common mistakes and ensure your data properly reflects all of the benefits CDBG is providing in your community.

View webinar and download slides
Closed Caption does not work in all browsers. If Closed Caption doesn't work switch to Internet Explorer

Generating CDBG Reports in IDIS - August 25, 2011, 12:30 p.m. EDT

Are you getting ready for your CAPER and need help with IDIS reports? Are you evaluating the effectiveness of your CDBG program? This Webinar will provide instruction on how to generate, format, and customize the CDBG reports available in IDIS with an emphasis on the PR03 Activity Summary Report, PR26 CDBG Financial Summary Report, PR83 CDBG Performance Measurement Report, and PR54 Performance Profile.

View webinar and download slides
Closed Caption does not work in all browsers. If Closed Caption doesn't work switch to Internet Explorer

Other IDIS Webinars for CDBG Grantees

IDIS Release 11.4 Webinar for CDBG Grantees - December 12-13, 2012

The webinar demonstrates how to use the new functions available in IDIS Version 11.4 related to preventing long-standing open activities, reducing the number of activities that are cancelled with draws, and providing explanations for revised draws.

View webinar and download slides

FFATA Subaward Reporting System Webinar for CDBG Grantees - November 2, 2010

This webinar provides an overview of the Federal Funding and Transparency Act of 2006 Subaward Reporting System. FAQs are also provided.

View webinar and download slides