EPIC P ROCESS ( CON T ) Specific Cap Fund grant year is - - PowerPoint PPT Presentation

ENERGY AND PERFORMANCE INFORMATION CENTER PRESENTATION

En Energ rgy an and Perform

• rmanc

ance e Inform

• rmation

ation Center er (EP EPIC IC) ) Pat Pat Thor

• rstad,

tad, Minne neapoli apolis s Field Office fice pat atrici icia.a.th a.a.thor

• rstad@

tad@hud. hud.go gov, , 612-370 70-319 192

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EPIC RESOURCES

• Not
• tice

e PIH IH-2016-21 (HA); A);

Guida uidance ce on n Au Automati

• mation
• n of Capital

ital Fund d Prog rogram ram 5-Yea ear r Ac Actio tion n Plans ns and nd Budgets in the Activity Planning Module of HUD’s Energy Performance and Info nform rmation tion Cent nter r (EPIC PIC)

• Cap Fund Websit

ite fro rom POST

• https://w

ps://www ww.hud. .hud.go gov/pr v/program_of gram_offices/pu ces/publ blic_i ic_ind ndian_ho an_housi using/pr g/programs/ grams/ph/ca h/capf pfun und

EPIC RESOURCES

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EPIC RESOURCES

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EPIC RESOURCES

• Skp

kpe call every y Monday y and Wednesd esday y fro rom 1:00 to ????

• Email from Dana with meeting invite
• HQ representative is on the call to answer any and all EPIC questions
• If you’re going to request access, someone from the Minneapolis FO must be on the call to

vouch for you

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EPIC RESOURCES

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• EPICHELP@HUD.gov
• Minnea

eapolis polis Field ld Offi fice-for

• r access

ss to E EPIC IC

• Eric

ic Mergen rgenda dahl, hl, eric.d. ic.d.me mergendahl rgendahl@h @hud.go d.gov, 612-370 70-30 3072 72

• Ned

ed Epps, ps, edward. rd.a.epp .epps@h s@hud.go d.gov, 612-843 43-64 6413 13

• Out of the offic

fice until il Octobe

• ber

r 5, 2017

EPIC PROCESS

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• PHA submit

mits s 5-Year ar Ac Acti tion

• n Plan

n in n EP EPIC IC for r Field ld Offi fice e Appro roval al

• From

rom PIH Not

• tice

ice 2016-21 ”Work Item Description must provide sufficient specificity to facilita ilitate effectiv ctive HUD Field eld Of Office ice revie view of the e plan, inc ncludi luding g ena nabling bling the Field Office to assess the level and type of environmental review required.”

• For the 5-Yea

ear r Ac Action ion Plan, n, the e amount unts s per r year ar are estima timates, s, same me amount t rece ceiv ived ed for your most rece cent nt grant nt year

• Field

ld Offi fice e POC revie views ws and recommends mends appro roval al to PIH Director

• r
• PIH Director
• r Appro

roves es

• PHA is now ready to submit “budget” for specific Cap Fund grant year
• Budget

et is the new w term for annual al statement ment

• This

s wi will l be the exa xact amoun unt t of your grant, , not

• t the estima

imated d amount nt

EPIC PROCESS (CON’T)

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• Specific Cap Fund grant year is announced/awarded, PHA submits “budget”

in EPIC C for that year

• You can only submit a “budget” in EPIC/LOCCS if the FO has approved your 5-Year

ear Ac Action ion Pla lan

• HQ has dir

irect cted d the FOs to NOT manu nual ally ly spread ead the grant nts s in in LOCCS CCS if if an EPIC IC 5-Year ear Ac Action ion Pa Pan has been subm bmitt itted ed

• If

If you see this is in in LOCCS, CCS, your grant t has not

• t be sprea

ead

EPIC-TIPS AND THINGS I’VE LEARNED

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If the status atus is is not

• t Appr

proved ed, , your ur 5-Year ar Ac Acti tion Pla lan has not

• t been success

ssfu full lly y submi bmitt tted ed and you u will ill not

• t be able

le to submi bmit t an annual budg dget t until til the statu tus is is Appr proved ed. The FYE has passed ed for for this is 5-Year ar Actio tion Pla lan, , so EPIC IC is is lo looking

• king for

for the next ext year of the 5-Year ar Actio tion Pla lan

EPIC PROCESS (CON’T)

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• EPIC

C not

• tifies

ies LOCCS CS budget t has been submitt mitted ed and spreads ads to correct BLIs

• Thi

his s may take e a fe few w days, s, as EPIC IC does s not not upda date LOC OCCS CS in n real al time me

EPIC-TIPS AND THINGS I’VE LEARNED

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• Once your 5-Year

ar Ac Actio ion n Plan n has been appro roved ed in EPIC, C, there is very y little le the FO can do to push things gs along

• Field Office doesn’t see the same screens the PHAs do, which is

wh what makes s the Skp kpe calls s so good. . You

• u can share

e your EPIC C screen en wi with HQ

EPIC-TIPS AND THINGS I’VE LEARNED

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• After logging into EPIC, if your screen is “jumbled”. Check your

compatibility tibility set etting tings.

Look for for the gear symbol bol and cli lick Cli lick k on Comp

• mpat

atibility ity Vie iew w Set etti tings ngs

EPIC-TIPS AND THINGS I’VE LEARNED

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• After logging into EPIC, if your screen is “jumbled”. Check your

compatibility tibility set etting tings.

You’ll see hud.gov in this window, (not shown here, as I’ve already added d the we websi site e to Compati patibili lity ty Vie iew Click Add and Close and you’re done.

EPIC-TIPS AND THINGS I’VE LEARNED

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• If you are having

ing tro rouble le seein ing g things gs (submit ubmit buttons) ns) or doing things gs in EPIC C (sub ubmitting mitting your plans ns or budgets) ets) check k your assigned igned ro roles es wi with either er the FO during g the EPIC C call

• If you’re an ED or submitting plans/budgets or revisions in EPIC you need to

be a “Recipient Administrator” with submission rights

• If your

r staff is working working in n EPIC IC, but not not submi bmitti tting, g, i.e.

• e. crea

eating, ting, they y will l be a “Recipient”

EPIC-TIPS AND THINGS I’VE LEARNED

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Recip ipient ent Ad Admini inistrat strator

• r

EPIC-TIPS AND THINGS I’VE LEARNED

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Not

• t seeing

ng these se button

• ns,

s, chec eck k your admin n rig ights ts with ith FO or during ing EPIC IC call ll

EPIC-TIPS AND THINGS I’VE LEARNED

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• Regardless of the page you’re on in EPIC, if you click the blue

quest stion ion mark rk in the upper left hand corner r it wi will l expand d for additio tional nal resource urces

EPIC-TIPS AND THINGS I’VE LEARNED

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• Ad

Additio itional al resources urces include de videos eos and user guide e references nces

EPIC-TIPS AND THINGS I’VE LEARNED

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• Fixed

ed versus sus Rolling ling Plans ns-EPIC PIC we websit ite e expands nds on guida dance nce in the users s manual al

• Bott
• ttom
• m li

line, e, whether her you

• u pic

icked ed roll rollin ing g or

• r fix

ixed, d, it’s more important to get something in EPIC…you ca can al always s chan ange ge it it ne next xt year ar

EPIC-TIPS AND THINGS I’VE LEARNED

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• Fixed

ed Plans ns 5-Yea ear r Ac Action

• n Plans:

ns: 2017 Submis ission sion Requir Requirement ements s

EPIC-TIPS AND THINGS I’VE LEARNED

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• Rolling

ling Plans ns 5-Year ar Ac Action

• n Plans:

ns: 2017 Submiss issio ion n Re Requ quireme irement nts s

EPIC-TIPS AND THINGS I’VE LEARNED

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• Emails

ils fro rom PIH OCI, , Subje ject: ct: 2017 Capital ital Fund Grant (Tempor mporarily) arily) Suspe pende nded d in LOCCS CS

• “As of 9/8/2017, we did not have an approved 5-Yea

ear r Ac Action ion Plan n for you in n EPIC

• IC. As

s a re resul ult, t, your 2017 7 Capital ital Fund d Gra rant nt(s) (s) have e been en temp mporar arily ily suspended in LOCCS.”

• 5-year action plan has not been approved by the FO
• Once approved by the FO, you’ll need to submit a 2017 budget to have

your grant spread in LOCCS

• Old BLIs versus

us new w BLIs

• See second handout

EPIC-TIPS AND THINGS I’VE LEARNED

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• If you submitt

mitted ed a 2017-2021 plan, , for your 2017 budget you can use any y of the wo work rk items s fro rom any y of the fi five e years. . For exa xamp mple, le, if you need to d do somethin hing in 2017 you had planned ned in 2018, you can put it in your 2017 budget

EPIC-BEST TIP FOR SUBMITTING

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• Follo

low w the User Manual al for the Ac Activit ivity y Plannin ning Module le

• Particip

cipat ate e in the EPIC C calls s on Monday y and Wednesd esday

QUESTIONS