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From ConPlan to CAPER

From ConPlan to CAPER. NCDA June 15, 2017. CAPER is the last step, BUT…. How you set up the ConPlan and Annual Plan determines how useful the IDIS data for the CAPER will be. How does the CAPER tie to the ConPlan and Annual Action Plans?. Consolidated Plan. Annual Action Plan. CAPER.

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From ConPlan to CAPER

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  1. From ConPlan to CAPER NCDA June 15, 2017

  2. CAPER is the last step, BUT… • How you set up the ConPlan and Annual Plan determines how useful the IDIS data for the CAPER will be. • How does the CAPER tie to the ConPlan and Annual Action Plans?

  3. Consolidated • Plan • Annual Action Plan • CAPER • Priority Needs (SP25): • Housing • Infrastructure • Public Services • Annual Goals/Objectives (AP20): • Housing • Infrastructure • Public Services • Goals (SP45): • Housing • Infrastructure • Public Services • Project 1: • Housing • (AP35) • Project 3: • Public Services/LMC • (AP35) • Project 2: • Infrastructure • (AP35) • Activity 5: • After School Program • Activity 7: • Food Pantry • Goals/Outcomes (CR05): • Housing • Infrastructure • Public Services • Activity 1: • CDBG Owner Occupied Rehab Fund • Activity 3: • HOME Rental Rehab 1040 Oak St. • Activity 2: HOME Homebuyer 123 Main Street • Activity 6: • Senior Program • Activity 4: • Low/Mod sidewalk replacement program

  4. CAPER is the least “work”, BUT… • In IDIS, most of the data for the CAPER is automatically pulled from individual activities and sorted by the projects, goals, and needs in the plans. • Most of the information contained in the CAPER is from the ConPlan, Annual Action Plan, and IDIS. • How you set up the ConPlan and Annual Action Plan determines how the data will be reflected in the CAPER

  5. CAPER contains the LEAST information

  6. Set Up for CAPER Success • Con Plan • Priority Needs are distinct from each other and have logical subjects (Housing, ED, Public Services) • Goals tie to only one need each and contain only items related to that need (Under Housing, Rehab and Rental Production) • Projects tie to only one goal each and account for all the activities you intend to do • Goal Outcome Indicators for Goals/Projects match each other and are correct for the Matrix Codes you intend to use in IDIS

  7. Set Up for CAPER Success • Annual Action Plan • Goals match those in the ConPlan (unless new public input demands new ones) • Projects tie to only one goal each, match the ones in the ConPlan and account for all the activities you intend to do • $$ amounts per goal/project equal actual grant/PI • Goal Outcome Indicators for Goals/Projects match the ones in the ConPlan

  8. Set Up for CAPER Success • IDIS • Projects match the ones in the ConPlan/Annual Action Plan • Activities are set up under the correct Project • $$ amount in the projects matches what is in your approved Annual Action Plan (and/or amendments) • Matrix Codes for Activities match the Goal Outcome Indicators for the correct Goal/Project from the ConPlan/Annual Action Plan

  9. Consolidated • Plan • Annual Action Plan • CAPER • Priority Needs (SP25): • Housing • Infrastructure • Public Services • Annual Goals/Objectives (AP20): • Housing • Infrastructure • Public Services • Goals (SP45): • Housing • Infrastructure • Public Services • Project 1: • Housing • (AP35) • Project 3: • Public Services/LMC • (AP35) • Project 2: • Infrastructure • (AP35) • Activity 5: • After School Program • Activity 7: • Food Pantry • Goals/Outcomes (CR05): • Housing • Infrastructure • Public Services • Activity 1: • CDBG Owner Occupied Rehab Fund • Activity 3: • HOME Rental Rehab 1040 Oak St. • Activity 2: HOME Homebuyer 123 Main Street • Activity 6: • Senior Program • Activity 4: • Low/Mod sidewalk replacement program

  10. CAPER: Goals and Outcomes • Goal Outcome Indicators are key – whatever you put in the ConPlan will be in the CAPER, whether you have any beneficiaries or not. • % progress towards goals in ConPlan/Annual Action Plan will be skewed if you use GOI you didn’t originally choose and don’t use those you did. • Accomplishments from IDIS, you can edit if you have to, but try to avoid it.

  11. Goal Outcome Indicators (GOI) • Key component that ties together all three documents: • Con Plan SP 45: GOI chosen, 5 year estimated $$ and # served set by GOI • Annual Action Plan AP20: Estimate annual $ spent/# served by GOI • CAPER CR05: Report actuals against estimated GOI for both Annual and 5 year plans.

  12. GOI v. Matrix Codes • GOIs and Matrix Codes are linked – even though nowhere in IDIS or the Con Plan does it say so! • Choose GOIs carefully to correspond with the Matrix Codes you plan to/typically use to save yourself headaches at CAPER time. • Appendix B in eCon Planning Suite Desk Guide has reference table: • https://www.hudexchange.info/resources/documents/eCon-Planning-Suite-Desk-Guide-IDIS-Conplan-Action-Plan-Caper-Per.pdf

  13. Questions? Heather Johnson Community Development Resources Manager Davenport, Iowa hjohnson@ci.davenport.ia.us 563-888-2004

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