IDIS Training for CDBG Grantees

This curriculum provides instruction on using Integrated Disbursement and Information System (IDIS) Online for the Community Development Block Grant (CDBG) Program. It is intended for Entitlement and State CDBG grant administrators.

Training Objectives

  • Understand the role of IDIS Online in the overall management of your CDBG grant
  • Learn how to use IDIS Online to accurately report on each type of national objective
  • Learn how to use IDIS Online to make draw requests against your CDBG grant

New to IDIS? Start Here

Introduction to IDIS for CDBG Grantees

Introduction to IDIS Training for CDBG Grantees

This module provides an overview of the IDIS Online system and why it is an essential tool for CDBG grant administration. It also provides instruction on accessing the system.

If you are new to IDIS start here.

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Low Mod Housing (LMH) National Objective

Introduction to Housing Activities

Introduction to Housing Activities

This module provides information on the eligible uses of CDBG for housing activities, the LMH national objective, and common mistakes to avoid when reporting on housing activities.

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Adding Housing Activities

Adding Housing Activities

This module provides step by step instruction on adding a new housing activity. Once you add an activity, you will be able to commit program funds to it, and use IDIS to draw funds from your grant allocation.

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Reporting Accomplishments for Housing Activities

Reporting on Housing Accomplishments

This module provides instruction on the data entry process of reporting accomplishment data for a housing activity. The reporting of accomplishments must be done at least on an annual basis. However, more frequent reporting is encouraged.

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Low Mod Area (LMA) National Objective

Introduction to Area Benefit

Introduction to Low Mod Area Activities

This module provides information on the eligible uses of CDBG for LMA activities, the LMA national objective, and common mistakes to avoid when reporting on LMA activities.

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Adding Area Benefit Activities

Adding Low Mod Area Activities

This module provides step by step instruction on adding a new LMA activity. Once you add an activity, you will be able to commit program funds to it, and use IDIS to draw funds from your grant allocation.

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Reporting on Area Benefit Accomplishments

Reporting on Low Mod Area Accomplishments

This module provides instruction on the data entry process of reporting accomplishment data for an LMA activity. The reporting of accomplishments must be done at least on an annual basis. However, more frequent reporting is encouraged.

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Limited Clientele (LMC) National Objective

Introduction to Limited Clientele Activities

Introduction to Limited Clientele Activities

This module provides information on the eligible uses of CDBG for LMC activities, the LMC national objective, and common mistakes to avoid when reporting on LMC activities.

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Adding Limited Clientele Activities

Adding Limited Clientele Activities

This module provides step by step instruction on adding a new LMC activity. Once you add an activity, you will be able to commit program funds to it, and use IDIS to draw funds from your grant allocation.

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Reporting Limited Clientele Activities

Reporting on Limited Clientele Accomplishments

This module provides instruction on the data entry process of reporting accomplishment data for a LMC activity. The reporting of accomplishments must be done at least on an annual basis. However, more frequent reporting is encouraged.

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Low Mod Jobs (LMJ) National Objective

Introduction to Low Mod Jobs Activities

Introduction to Low Mod Jobs Activities

This module provides information on the eligible uses of CDBG for LMJ activities, the LMJ national objective, and common mistakes to avoid when reporting on LMJ activities.

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Adding Low Mod Jobs Activities

Adding Low Mod Jobs Activities

This module provides step by step instruction on adding a new LMJ activity. Once you add an activity, you will be able to commit program funds to it, and use IDIS to draw funds from your grant allocation.

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Reporting Low Mod Jobs Activities

Reporting on Low Mod Jobs Accomplishments

This module provides instruction on the data entry process of reporting accomplishment data for a LMJ activity. The reporting of accomplishments must be done at least on an annual basis. However, more frequent reporting is encouraged.

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Prevention or Elimination of Slums or Blight and Addressing Urgent Needs (Slum Blight and Urgent Need) National Objective

Introduction to Prevention or Elimination of Slums or Blight and Urgent Need

Introduction to Slum Blight and Urgent Need Activities

This module provides information on the eligible uses of CDBG for Slum Blight and Urgent Need activities, the Slum Blight and Urgent Need national objectives, and common mistakes to avoid when reporting on Slum Blight and Urgent Need activities.

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Adding Prevention or Elimination of Slums or Blight and Urgent Need Activities

Adding Slum Blight and Urgent Need Activities

This module provides step by step instruction on adding a new Slum Blight and Urgent Need activity. Once you add an activity, you will be able to commit program funds to it, and use IDIS to draw funds from your grant allocation.

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Reporting Prevention or Elimination of Slums or Blight and Urgent Need Activities

Reporting on Slum Blight and Urgent Need Accomplishments

This module provides instruction on the data entry process of reporting accomplishment data for a Slum Blight and Urgent Need activity. The reporting of accomplishments must be done at least on an annual basis. However, more frequent reporting is encouraged.

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NewFinancial Management

Introduction to Financial Management

Introduction to Financial Management

This overview module provides information on the financial management aspect of IDIS Online. It includes sections on getting started in IDIS, activity funding, receipts of local funds, drawdowns, and Section 108.

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Financial Reports

Financial Reports

This module highlights a number of reporting features of IDIS Online that will be useful for users responsible for creating drawdowns, receipting income, reporting financial performance, and reconciliations.

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Leveraged Funds and Opportunity Zones

Leveraged Funds and Opportunity Zones

This module provides instruction on how to report leveraged funding and investment in Opportunity Zones in IDIS Online.

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