IDIS for CDBG Entitlements: 

Activity Processing 

U.S. Department of Housing and Urban Development 

PREFACE 

Purpose 

This manual explains how to set up, fund, draw funds, and report accomplishments for CDBG activities in 

IDIS. 

Contents 

Chapter 1 is a brief overview of major IDIS functions. It provides a context for the setup and completion 

of CDBG-funded activities. 

The next two chapters explain how to set up a CDBG activity. Chapter 2 covers the first four setup 

screens for all IDIS activities (the “Common Path”) and Chapter 3 addresses the CDBG-specific setup 

screens. 

Chapter 4 describes the activity funding process. 

Chapter 5 explains how to draw down funds. 

Chapter 6 shows how to access an activity for update. 

Chapter 7 describes the processes of CDBG accomplishment reporting and activity completion. 

Chapters 8 through 12 give detailed instructions on reporting accomplishments and performance 

measurement indicators for CDBG area benefit (LMA), limited clientele benefit (LMC), low/mod housing 

benefit (LMH), low/mod job creation and retention (LMJ), slum/blight (SBA, SBR, SBS), and urgent need 

(URG) activities. 

Chapter 13 explains how to generate and download IDIS reports. 

Supporting material is provided in the appendices. 

Intended Audience 

This manual is intended for people who are already familiar with CDBG entitlement rules and regulations. 

It is not a regulatory or policy training guide, and assumes that users have acquired that knowledge from 

other training and/or experience. 

Additional IDIS Resources 

• IDIS website at www. hud.gov/offices/cpd/systems/idis/index.cfm 

• CPD website at www.hud.gov/offices/cpd/communitydevelopment/programs/ 

• IDIS Reference Manual (click the Library link on the IDIS website) 

• IDIS Technical Assistance Unit (TAU) at 877-483-8282 

Table of Contents 

Chapter 1

AN OVERVIEW OF IDIS ..........................................................................................................1-1

IDIS Components.......................................................................................................................... 1-1

The IDIS Main Menu ..................................................................................................................... 1-3

Screen Navigation......................................................................................................................... 1-4

Chapter 2

THE COMMON PATH FOR CDBG ACTIVITIES .........................................................................2-1

Setup Activity (C04MA01) .............................................................................................................. 2-1

Common Mistakes ............................................................................................................... 2-2

Additional Function Keys ...................................................................................................... 2-2

Process Activity (C04MA03)............................................................................................................ 2-3

Common Mistakes ............................................................................................................... 2-5

Setup Activity (C04MA04) .............................................................................................................. 2-6

Activity Status Data ............................................................................................................. 2-6

Accomplishments Data......................................................................................................... 2-7

Common Mistakes ............................................................................................................... 2-7

Additional Function Keys ...................................................................................................... 2-8

Setup Activity (C04MA08) ............................................................................................................ 2-10

Chapter 3

COMMON CDBG-SPECIFIC SCREENS .....................................................................................3-1

CDBG National Objective (CDBG01)................................................................................................ 3-2

Objective and Outcome (CDBG) ..................................................................................................... 3-4

Funding Sources (CDBG02)............................................................................................................ 3-5

Common Mistakes ............................................................................................................... 3-6

Organization Carrying Out Activity (CDBG03)................................................................................... 3-7

Subrecipient Questions (CDBG04)................................................................................................... 3-9

Form of Assistance (CDBG05) ...................................................................................................... 3-10

CDBG Activity Information (CDBG06)............................................................................................ 3-11

Additional Setup Screens ............................................................................................................. 3-13

Chapter 4

ACTIVITY FUNDING ...............................................................................................................4-1

Funding Activities with CDBG ......................................................................................................... 4-1

Activity Funding Screens................................................................................................................ 4-2

Activity Funding Menu.......................................................................................................... 4-2

Activity Funding List Screen.................................................................................................. 4-3

Maintain Activity Funding Screen MO04 ................................................................................. 4-5

Maintain Activity Funding Screen MO05 ................................................................................. 4-7

Chapter 5

DRAWDOWNS.........................................................................................................................5-1

Drawdown Authorization................................................................................................................ 5-2

Create Drawdowns........................................................................................................................ 5-3

Create Drawdown Screen MD10............................................................................................ 5-3

Create Drawdown Screen MD11............................................................................................ 5-4

Create Drawdown Screen MD14............................................................................................ 5-6

Approve Drawdowns ..................................................................................................................... 5-7

Approve Drawdowns Screen MD12........................................................................................ 5-7

Confirm Voucher Approval Screen MD13.............................................................................. 5-10
Table of Contents 

Maintain Drawdowns................................................................................................................... 5-11

Viewing Drawdowns........................................................................................................... 5-12

Canceling Drawdowns........................................................................................................ 5-14

Revising Drawdowns.......................................................................................................... 5-15

Chapter 6

UPDATING ACTIVITIES..........................................................................................................6-1

The Revise Activity Option ............................................................................................................. 6-1

The GO TO Option ........................................................................................................................ 6-2

Chapter 7

ACCOMPLISHMENT REPORTING AND ACTIVITY COMPLETION ............................................7-1

Step 1: Filling in Common Path Screen C04MA04............................................................................. 7-1

Additional Function Keys ...................................................................................................... 7-3

Common Mistakes ............................................................................................................... 7-3

Step 2: Updating the Common CDBG-Specific Screens...................................................................... 7-4

Step 3: Completing the CDBG Accomplishment Screens.................................................................... 7-4

Step 4: Updating the Activity Status Code ....................................................................................... 7-5

Chapter 8

LMA ACTIVITIES.....................................................................................................................8-1

CDBG Area Benefit Data (CDBG07)................................................................................................. 8-2

Public Services/Public Facilities and Improvements (CDBG17) ........................................................... 8-4

Homeless Prevention (CDBG31) ..................................................................................................... 8-6

CDBG Job Creation/Retention (CDBG11) ......................................................................................... 8-8

Job Creation (CDBG26)................................................................................................................ 8-11

Job Retention (CDBG27).............................................................................................................. 8-13

Assistance to Businesses (CDBG28) .............................................................................................. 8-15

Assistance to Businesses – Part 2 (CDBG29).................................................................................. 8-17

Chapter 9

LMC ACTIVITIES.....................................................................................................................9-1

CDBG Nature/Location (CDBG10) ................................................................................................... 9-2

CDBG Direct Benefit Data – By Persons (CDBG08) ........................................................................... 9-3

CDBG Direct Benefit Data – By Households (CDBG08)...................................................................... 9-5

CDBG Beneficiary Income Levels – By Persons (CDBG13) ................................................................. 9-7

CDBG Beneficiary Income Levels – By Households (CDBG13).......................................................... 9-10

Public Services/Public Facilities and Improvements (CDBG17) ......................................................... 9-12

Direct Financial Assistance to Homebuyers (CDBG25)..................................................................... 9-14

Tenant-Based Rental Assistance (CDBG30).................................................................................... 9-16

Homeless Prevention (CDBG31) ................................................................................................... 9-18

Assistance to Businesses (CDBG28) .............................................................................................. 9-20

Assistance to Businesses – Part 2 (CDBG29).................................................................................. 9-22

Chapter 10

LMH ACTIVITIES ..................................................................................................................10-1

CDBG Multi-Unit Housing Activity (CDBG14) .................................................................................. 10-3

CDBG Housing Rehabilitation (CDBG09)........................................................................................ 10-5

CDBG Direct Benefit Data – By Households (CDBG08).................................................................... 10-6

CDBG Beneficiary Income Levels – By Households (CDBG13).......................................................... 10-8

Homeowner Rehab Units (CDBG24)............................................................................................ 10-10

Rehabilitation of Rental Units – Part 1 (CDBG20) ......................................................................... 10-12

Rehabilitation of Rental Units – Part 2 (CDBG21) ......................................................................... 10-14

Acquisition/Construction New Homeowner (CDBG22)................................................................... 10-16

Acquisition/Construction New Homeowner – Part 2 (CDBG23)....................................................... 10-18
Table of Contents 

Construction of Rental Units – Part 1 (CDBG18)........................................................................... 10-20

Construction of Rental Units – Part 2 (CDBG19)........................................................................... 10-22

Tenant-Based Rental Assistance (CDBG30).................................................................................. 10-24

Public Services/Public Facilities and Improvements (CDBG17) ....................................................... 10-26

Direct Financial Assistance to Homebuyers (CDBG25)................................................................... 10-28

Homeless Prevention (CDBG31) ................................................................................................. 10-30

Chapter 11

LMJ ACTIVITIES ...................................................................................................................11-1

CDBG Direct Benefit Data – By Persons (CDBG08) ......................................................................... 11-2

CDBG Beneficiary Income Levels – By Persons (CDBG13) ............................................................... 11-4

CDBG Job Creation/Retention (CDBG11) ....................................................................................... 11-6

Job Creation (CDBG26)................................................................................................................ 11-9

Job Retention (CDBG27)............................................................................................................ 11-11

Assistance to Businesses (CDBG28) ............................................................................................ 11-13

Assistance to Businesses – Part 2 (CDBG29)................................................................................ 11-15

Chapter 12

SBA, SBR, SBS, AND URG ACTIVITIES .................................................................................12-1

Slum/Blight Area (CDBG12) ......................................................................................................... 12-3

CDBG Housing Rehabilitation (CDBG09)........................................................................................ 12-4

Homeowner Rehab Units (CDBG24).............................................................................................. 12-5

Rehabilitation of Rental Units – Part 1 (CDBG20) ........................................................................... 12-7

Rehabilitation of Rental Units – Part 2 (CDBG21) ........................................................................... 12-9

Acquisition/Construction New Homeowner (CDBG22)................................................................... 12-11

Acquisition/Construction New Homeowner – Part 2 (CDBG23)....................................................... 12-13

Construction of Rental Units – Part 1 (CDBG18)........................................................................... 12-15

Construction of Rental Units – Part 1 (CDBG18)........................................................................... 12-15

Construction of Rental Units – Part 2 (CDBG19)........................................................................... 12-17

Assistance to Businesses (CDBG28) ............................................................................................ 12-19

Assistance to Businesses – Part 2 (CDBG29)................................................................................ 12-21

Tenant-Based Rental Assistance (CDBG30).................................................................................. 12-22

Public Services/Public Facilities and Improvements (CDBG17) ....................................................... 12-24

Direct Financial Assistance to Homebuyers (CDBG25)................................................................... 12-27

Homeless Prevention (CDBG31) ................................................................................................. 12-29

Chapter 13

GENERATING AND DOWNLOADING IDIS REPORTS ............................................................13-1

Selecting and Submitting Reports................................................................................................. 13-2

Downloading and Retrieving Reports ............................................................................................ 13-3

Using BOSMAC ........................................................................................................................... 13-6

Appendix A

CDBG MATRIX CODES ............................................................................................................A-1

Matrix Codes by Activity Category...................................................................................................A-1

Matrix Code Definitions..................................................................................................................A-3

Appendix B

NATIONAL OBJECTIVE CODES ...............................................................................................B-1

Appendix C

MATRIX CODE/NATIONAL OBJECTIVE/ ACCOMPLISHMENT TYPE COMBINATIONS ............C-1

Appendix D

STRATEGY, LOCAL TARGET, AND CDFI AREAS.......................................................................D-1
Table of Contents 

Appendix E

SELECTING AND ADDING SPECIAL AREAS ON CDBG06 ........................................................ E-1

Appendix F

EDA JOB CATEGORY DEFINITIONS........................................................................................ F-1

Appendix G

REPORTING RACE/ETHNICITY DATA FOR ACTIVITIES PROVIDING ACCESS FOR PERSONS 

WITH DISABILITIES ..............................................................................................................G-1

Appendix H

THE CDBG08 SCREEN FOR OLDER ACTIVITIES .....................................................................H-1

Appendix I

THE CDBG11 SCREEN FOR OLDER ACTIVITIES ..................................................................... I-1

Appendix J

THE CDBG13 SCREEN FOR OLDER ACTIVITIES ..................................................................... J-1

Appendix K

PROJECTS...............................................................................................................................K-1

Add/Maintain Plans .......................................................................................................................K-1

Add Projects.................................................................................................................................K-3

Maintain Projects ..........................................................................................................................K-8
1-1 

Chapter 1 

AN OVERVIEW OF IDIS 

The Integrated Disbursement and Information System (IDIS) is the management information system 

used by the four CPD formula programs: CDBG, ESG (Emergency Shelter Grants), HOME, and HOPWA 

(Housing for Persons with AIDS). 

As its name suggests, IDIS serves two major purposes. Grantees use the system to track and draw down 

CPD funds and program income (the disbursement side of IDIS) and to record the results of CPD-funded 

activities (the information side). 

HUD uses the data grantees provide in IDIS to report on the performance of the CPD formula programs 

to Congress and other program stakeholders. 

IDIS COMPONENTS 

The basic components of IDIS are: 

Grants, Subfunds, and Subgrants 

Consolidated Plan/Annual Action Plan 

Projects 

Activity Setup 

Activity Funding 

Drawdowns 

Accomplishment Reporting 

Reports 

Security and Data Access 

Each is described below. 

Grants, Subfunds, and Subgrants 

Entitlement grantees receive a formula grant on an annual basis from the CDBG program. Information 

about each CDBG grant is sent to IDIS from LOCCS (Line of Credit Control System), including a grant 

number, an amount, and an obligation date. The grant number identifies the grantee. The amount is the 

current amount of the grant and is affected by formula allocation, reallocations, and deobligations. The 

obligation date is used to track the timeliness of grant expenditures. 

Subfunds and subgrants are IDIS features not widely used by CDBG grantees. Subfunding allow grantees 

to earmark and track grant funds by specific use—e.g., administration and subgrants. Subgranting allows 

grantees to earmark and track grant funds by specific organization—e.g., any organization receiving 

CDBG entitlement funds to carry out an activity. 

Consolidated Plan and Action Plan 

Each year, a CPD formula grantee creates either a Consolidated Plan or an Action Plan (the section of the 

Consolidated Plan that is updated and submitted to HUD annually). In the Plan, the grantee identifies 

community needs, resources, and priorities, and describes the projects to be undertaken with CDBG, 

HOME, ESG, and/or HOPWA funds in the upcoming year. 
An Overview of IDIS 

1-2 

Projects 

As stated above, the Action Plan includes a list of projects that the grantee proposes to carry out with 

CPD funds. These projects are high-level descriptions of what the grantee intends to accomplish over the 

next year. Information about each project, such as name, description, estimated budget, and expected 

accomplishments, is either uploaded into IDIS or input directly into the system by the grantee. Projects 

also serve as the chief mechanism for organizing and tracking related activities in IDIS. 

Activity Setup 

Each activity in IDIS is set up under one of the projects in an Action Plan. It is at the activity level that 

grantees supply HUD with details about the work they will carry out to meet project goals. Information 

entered at setup includes the activity name, location, estimated cost, proposed accomplishments, and 

program-specific data. 

Activity Funding 

An activity must be funded before draws can be made for the activity. CDBG funds can be committed to 

an activity only if all required CDBG setup information has been entered. 

A single activity may be funded by multiple CPD programs, provided the setup data required by each of 

the funding programs has been entered. 

Drawdowns 

Drawdowns may be made for an activity after it has been funded. The total amount drawn down cannot 

exceed the funded amount. 

Accomplishment Reporting and Activity Completion 

Proposed accomplishments for a CDBG activity are reported at activity setup. Actual accomplishments are 

provided for each program year the activity is underway. Upon completion of an activity, its status is 

updated to “complete.” IDIS permits the update only after performing several edits to ensure that all 

required data has been entered. Before marking the activity as complete, IDIS releases all undrawn funds 

that were committed to the activity, and sets both the activity estimated amount and the funded amount 

equal to the amount disbursed. 

Reports 

IDIS offers numerous reports to grantees, including program year, activity, and financial reports. Some of 

them, such as the Grantee Performance Report (PR03), Summary of Accomplishments (PR23), and 

Performance Measures Report (PR83), are specific to CDBG. 

Security 

IDIS enforces two types of security. The first type controls the IDIS functions that a user may perform. 

Some of the IDIS functions controlled by user ID are set up activity, revise activity, create drawdown, 

approve drawdown, and run reports. The second type of security controls a user’s access to IDIS data by 

grantee and by CPD program. A user might, for example, have access to his/her organization’s data for 

all CPD programs in IDIS (currently CDBG, ESG, HOME, and HOPWA), or be limited to accessing CDBG 

data only. Additionally, a user may be given access to the data for more than one grantee. That user’s 

security profile can be different for each grantee. 
An Overview of IDIS 

1-3 

THE IDIS MAIN MENU 

All IDIS functions are accessed from the Main Menu: 

 11/05/07 THE INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM C04MM01 

 10:16:31 

 

 MAIN MENU 

 A SET UP ACTIVITY 

 B REVISE ACTIVITY 

 C VIEW ACTIVITY 

 D DRAWDOWN MENU 

 E REPORTS MENU 

 F UTILITIES MENU 

 G SUBGRANT & SUBFUND MENU 

 H RECEIPTS MENU 

 I ACTIVITY FUNDING MENU 

 J PLAN/PROJECT MENU 

 K GO TO MENU 

 L IDIS NEWS MENU 

 X EXIT IDIS 

 

 TYPE SELECTION AND PRESS ENTER _ 00 

Select Option... To... 

A SET UP ACTIVITY Create a new activity. 

B REVISE ACTIVITY • Complete the setup of an activity. 

• Update or correct previously entered information. 

• Enter accomplishment data for an activity. 

• Change the status of an activity to “complete” or “cancelled.” 

C VIEW ACTIVITY View an activity when you do not wish (or are not authorized) to edit the 

data. 

D DRAWDOWN MENU • Create and maintain drawdown vouchers. 

• View activity funding details. 

• View grant information. 

E REPORTS MENU Generate and download IDIS reports and data extracts. 

F UTILITIES MENU Perform system administration functions, such as updating a user’s security 

profile or adding a new organization to IDIS. Access to these functions is 

restricted to the IDIS system administrator, designated Field Office 

personnel, and local IDIS administrators. 

G SUBGRANT AND 

SUBFUND MENU 

Create and maintain IDIS subfunds (e.g., Administration, Technical 

Assistance, and Subgrant) and subgrants of funds to other organizations. 

H RECEIPTS MENU Receipt and track program income (PI) and revolving loan (RL) funds in 

IDIS. Once receipted, PI and RL can be used for activity funding and 

drawdowns. 
An Overview of IDIS 

1-4 

Select Option... To... 

I ACTIVITY FUNDING 

MENU 

Commit funds to activities. Funds are committed by fund type, which for 

CDBG entitlements can include: 

AD - Administration 

EN - Entitlement 

PI - Program Income 

RL - Revolving Loan Fund 

SU - Subgrant 

J PLAN/PROJECT MENU • Verify information uploaded from your organization’s Consolidated 

Plan/Action Plan. 

• Add or update plan year information. 

• Add and revise projects. 

K GO TO MENU Skip some of the Common Path screens when updating an activity. 

L IDIS NEWS MENU Review archived news messages. New messages are automatically displayed 

when you log on to IDIS. 

X EXIT IDIS Exit the system. Always use this option to end your session. Otherwise, you 

may still be logged on to IDIS when you disconnect from the Internet. 

SCREEN NAVIGATION 

The keyboard commands used to navigate a mainframe system like IDIS are very different from those 

used for PC and Internet applications. Navigation keys used on the IDIS screens are reviewed below. 

Moving the Cursor 

The input fields on IDIS screens are displayed in green. Fields colored blue—and all other areas of the 

screen—are protected from input. To move the cursor from one input field to another and automatically 

skip over the protected areas, use the following keys: 

Key Function 

<Tab> Moves the cursor forward to the next input field. If the data you enter 

completely fills a field, the cursor automatically moves to the next input field. 

<Shift + Tab> Moves the cursor back to the previous input field. 

<Space bar> Deletes input data one character at a time. 

<End> Within a field, deletes input from where the cursor is positioned to the end 

of the field. 

<Home> Moves the cursor to the first input field on the screen. 

Do not use the <Enter> key to move from field to field; IDIS interprets <Enter> as a request to 

communicate information to the mainframe. 

The <Enter> Key 

Pressing <Enter> first validates your input. If no errors are found, it then saves the data and displays the 

next screen. Otherwise, the current screen is redisplayed with the first field in error highlighted in red. All 

errors must be corrected before you can proceed to the next screen. 
An Overview of IDIS 

1-5 

Function Keys 

At the bottom of each screen is a row showing the function keys in effect on that screen. The most 

frequently used function keys are described below; others are discussed in the context of the screens 

where they are used. 

 

Key Function 

F1 = HELP Displays a help screen (if one is available) for the field in which the cursor is 

positioned. 

F3 = VALDT Validates your input and redisplays the current screen. Fields containing 

errors and required fields that have been left blank are highlighted in red, 

and must be corrected before you can proceed to the next screen. 

F4 = MAIN MENU Displays the IDIS Main Menu without saving data input on the current 

screen. 

Caution! If you press <F4> without pressing <F9>, any data you have 

entered on the current screen will be lost. 

F5 = PROJ INFO Displays the Project Information screen for the current project. 

F7 = PREV Displays the previous screen without saving data input on the current 

screen. 

Caution! If you press <F7> without pressing <F9>, any data you have 

entered on the current screen will be lost. 

F8 = NEXT Displays the next screen without saving data input on the current screen. 

Caution! If you press <F8> without pressing <F9>, any data you have 

entered on the current screen will be lost. 

F9 = SAVE Validates your input, saves the data, and redisplays the current screen. 

F17 = UP Scrolls up (back) through data that cannot all be displayed on one screen. 

On most keyboards, <Shift + F5> is equivalent to <F17>. 

F18 = DOWN Scrolls down (forward) through data that cannot all be displayed on one 

screen. 

On most keyboards, <Shift + F6> is equivalent to <F18>. 



2-1 

Chapter 2 

THE COMMON PATH FOR CDBG ACTIVITIES 

The Common Path consists of four screens that must be completed for every IDIS activity. They are the 

first screens displayed when you set up a new activity or update an existing one. Each of the four CPD 

programs has its own requirements for these screens. This chapter provides guidance on how to 

complete them for CDBG-funded activities. 

SETUP ACTIVITY (C04MA01)

When you choose Main Menu option A, Set Up Activity, and press <Enter>, the first of four Common 

Path screens is displayed: 

 11/05/07 10:17 SETUP ACTIVITY C04MA01 

 CURRENT OWNER: BURLINGTON 

 CPS PROJECT NUMBER: ____ PROGRAM YEAR: ____ 

 

 PROJECT TITLE: ____________________________________________________________ 

 GRANTEE ACTIVITY NBR: __________________ HUD ACTIVITY NBR: ____________ 

 ACTIVITY NAME: ________________________________________ 

 ADDRESS/LOCATION: _____________________________________________ 

 _____________________________________________ 

 _____________________________________________ 

 LOCALITY: ____________________ STATE: __ ZIP: _____ - ____ 

 DESCRIPTION: ____________________________________________________________ 

 ____________________________________________________________ 

 ____________________________________________________________ 

 F1 = OWNER HELP F2 = PROJ HELP F3 = VALDT F4 = MAIN MENU 

 F5 = PROJ INFO F8 = NEXT F9 = SAVE 

Note the CPS PROJECT NUMBER and PROGRAM YEAR fields at the top of the screen. Every activity in IDIS 

must be set up under a project that has either been uploaded or manually input into IDIS. For 

instructions on entering and updating projects, see Appendix K. 

Field Description 

CURRENT OWNER If the name of the entitlement grantee who “owns” the Action Plan project 

that the activity will be set up under is not shown in this field, press <F1> to 

display the Activity Owner List screen. Select the correct grantee and press 

<Enter> to return to the MA01 screen. 

CPS PROJECT NUMBER 

and 

PROGRAM YEAR 

Enter the project number and program year if you know them. Otherwise, 

with the cursor in the CPS PROJECT NUMBER field, press <F2> to display and 

select from a list of your projects by program year. 

PROJECT TITLE This is a protected field. The name of the project you have selected is not 

displayed until you validate or save your data. 
The Common Path for CDBG Activities 

2-2 

Field Description 

GRANTEE ACTIVITY NBR This field is optional. If you wish to assign your own identifier to an activity, 

enter it here. 

HUD ACTIVITY NBR This is a protected field. After you save your input, IDIS generates a number 

that uniquely identifies the activity and displays it in this field. 

Because knowing the HUD ACTIVITY NUMBER is the easiest way to navigate 

IDIS, many grantees keep a log of IDIS activity IDs. The PR02 and PR08 

reports are also helpful in identifying activity IDs. 

ACTIVITY NAME This is a required field. Enter a name for the activity, following the naming 

conventions your organization has established. 

For the sake of privacy, do not use the names of assisted persons or 

households as the ACTIVITY NAME. 

ADDRESS/LOCATION, 

LOCALITY, STATE, ZIP 

For all but administrative activities, specify the activity’s physical location in 

the Address/Location field. Do not use P.O. boxes. 

For administrative activities, enter the address of the organization 

administering the activity. 

A full address is required before CDBG funds can be committed to the 

activity. 

DESCRIPTION Enter a brief description of the activity that includes how the CDBG funds will 

be used and who will benefit. 

This field is required before the activity can be funded. 

When you are finished, press <Enter> to save your data and display the next screen. 

Common Mistakes 

ACTIVITY NAME

Because this field appears on numerous IDIS reports, do not include any personal information (such as 

beneficiary name) as part of the ACTIVITY NAME. This error is especially common in the names of housing 

rehab activities. 

ADDRESS/LOCATION, LOCALITY, STATE, ZIP 

Except for administrative activities, do not enter the address of the organization administering the 

activity. Provide the address of where the activity is being carried out (no P.O. boxes). 

Additional Function Keys 

These additional function keys are available on the MA01 screen: 

Key Function 

F1 = OWNER HELP Used only by subgrantees, Field Office representatives, and Headquarters 

staff to display the Activity Owner selection screen. 

F2 = PROJ HELP Lists the projects belonging to the grantee displayed in the CURRENT OWNER

field. 
The Common Path for CDBG Activities 

2-3 

PROCESS ACTIVITY (C04MA03) 

On this screen, you will enter information about the purpose of the activity: 

 11/05/07 10:18 PROCESS ACTIVITY C04MA03 

 

 PROJECT TITLE: RENTAL REHABILITATION 

 GRANTEE ACTIVITY NBR: CDBG07-163 HUD ACTIVITY NBR: 000000005452 

 ACTIVITY NAME: CARLISLE APARTMENTS REHAB 

 HUD MATRIX CODE: ___ 

 IS THE PURPOSE OF THIS ACTIVITY TO: 

 HELP PREVENT HOMELESSNESS? (Y/N): N 

 HELP THE HOMELESS? (Y/N): N 

 HELP THOSE WITH HIV/AIDS? (Y/N): N 

 PRIMARILY HELP PERSONS WITH DISABILITIES? (Y/N): _ 

 GENERATE PROGRAM INCOME? (Y/N): _ INITIAL FUNDING DATE: __ / __ / ____ 

 

 ENVIRONMENTAL ASSESSMENT CODE: _ 

 WILL ANOTHER ENTITY OR CHDO HAVE ACCESS TO THE ACTIVITY? (Y/N): N 

 THIS ACTIVITY IS SET UP FOR: 

 F1 = HELP F3 = VALDT F4 = MAIN MENU F5 = PROJ INFO 

 F7 = PREV F8 = NEXT F9 = SAVE 

Field Description 

PROJECT TITLE 

GRANTEE ACTIVITY NBR 

HUD ACTIVITY NBR 

ACTIVITY NAME 

These read-only fields identify the activity you are processing. They are 

populated with information from the previous screen. 

HUD MATRIX CODE This required field is one of the most critical data items you will enter when 

setting up a CDBG activity. 

The matrix code, along with the national objective you will specify for the 

activity, identify the purpose and eligibility of the assistance being provided. 

Together, they determine the type of accomplishments that you will report. 

For the accomplishment data you report in IDIS to be accurate and useful, it 

is very important that you assign the most appropriate and most specific 

matrix code to each activity. Information to assist you in making the correct 

selection is provided in: 

• Appendix A – definitions of CDBG matrix codes 

• Appendix B – definitions of CDBG national objectives 

• Appendix C – valid matrix code/national objective/accomplishment 

type combinations 

• the “Common Mistakes” section at the end of this table 

If you are still unsure about which matrix code to assign to an activity after 

reviewing this material, your CPD Field Office representative can help you. 
The Common Path for CDBG Activities 

2-4 

Field Description 

The HUD MATRIX CODE is initially populated with the code that was assigned 

to the project you chose on the previous screen. If it is not the most 

appropriate code for the activity, change it here. 

Example: Suppose you are setting up an activity that will provide legal 

aid to LMI persons. The matrix code of the project the activity is being 

set up under is 05, the code for general public services, and is displayed 

in the HUD MATRIX CODE field. You should change the code from 05 to 

05C, Legal Services. 

To display a list of matrix codes and names, position the cursor in this field 

and press <F1>. Page forward through the screens with <F18> (Shift + 

F6); page back with <F17> (Shift + F5). Tab to the code you want to select 

and type X. Press <Enter> to redisplay the MA03 screen. 

IS THE PURPOSE OF 

THIS ACTIVITY TO: 

HELP PREVENT 

HOMELESSNESS? 

HELP THE 

HOMELESS? 

HELP THOSE WITH 

HIV/AIDS? 

PRIMARILY HELP 

PERSONS WITH 

DISABILITIES? 

As with the HUD MATRIX CODE, these fields may already be populated with 

project-level data. Change any of the answers that are not correct for this 

activity. 

Enter Y or N in each field, as appropriate. 

Note: Some grantees answer no to these questions when the answer ought 

to be yes, just to avoid having to input performance measurement 

information. Please do not do this: it affects reports on CDBG program 

performance. 

GENERATE PROGRAM 

INCOME? 

This field is required before the activity can be funded. Enter Y if the activity 

will generate program income or N if it will not. 

INITIAL FUNDING DATE This protected field shows the date that funds were first committed to the 

activity through Main Menu option I, Activity Funding. Until the activity has 

been funded, the INITIAL FUNDING DATE is blank. 

ENVIRONMENTAL 

ASSESSMENT CODE 

This field is required before the activity can be funded. Valid codes are: 

A Exempt

C Complete 

D Underway 

An F1 help screen is available for this field. 

WILL ANOTHER ENTITY 

OR CHDO HAVE ACCESS 

TO THE ACTIVITY? (Y/N) 

THIS ACTIVITY IS SET 

UP FOR 

To give another organization online access to the activity, type Y and press 

<Enter> to display the Sub Recipient List screen. <Tab> to the name of the 

organization you want to select, type X, and press <Enter>. The MA03 

screen is redisplayed showing the name you selected in THIS ACTIVITY IS SET 

UP FOR. Staff at that organization who have an IDIS logon ID will now be 

able to revise, fund, cancel, or complete the activity. 

Otherwise, leave the WILL ANOTHER ENTITY... field at its default value of N. 

When you are finished, press <Enter> to save your data and display the next screen. 
The Common Path for CDBG Activities 

2-5 

Common Mistakes 

HUD MATRIX CODE

Follow these guidelines to avoid the most common mistakes made in assigning matrix codes: 

• 03 - Public Facilities and Improvements (Other) 

05 - Public Services (Other) 

Do not use these codes unless an activity does not fall under a more specific 03* or 05* code. 

Misuse of these two codes is so widespread, and its effects on reports to Congress and other 

program stakeholders so detrimental, that HUD Headquarters may contact you about activities 

that have been assigned a matrix code of 03 or 05. 

• 05R - Homeownership Assistance (not direct) 

13 - Homeownership Assistance (direct) 

Do not use either of these codes for activities that provide housing counseling only. Use code 

05U, Housing Counseling, instead. 

Housing counseling that is provided as part of a 05R or 13 activity is an allowable expense for 

that activity. For a 05R activity, you will report the number of households that received 

downpayment assistance and, of those, the number that received housing counseling. For a 13 

activity, you will report the number of households receiving direct financial assistance and, of 

those, the number receiving housing counseling. 

• 14H - Rehab Administration 

Do not use this code for costs that are unrelated to running a rehab program, such as 

tenant/landlord counseling, planning and development of a research study on foreclosure, etc. 

Assign 14H only for delivery costs associated with actual rehabilitation activities. 

• 18A - Economic Development: Direct Financial Assistance to For-Profits 

18C - Economic Development: Micro-Enterprise Assistance

Set up a separate activity for each business receiving direct economic development assistance 

under 18A or 18C. If more than one business is reported in a single activity, HUD cannot 

determine if each business has met a national objective. 

See 570.208(a)(4)(vi) for the rare exceptions to this rule. 
The Common Path for CDBG Activities 

2-6 

SETUP ACTIVITY (C04MA04) 

This screen serves two purposes. The top third displays the current status of an activity and is where you 

update the status to Complete or Cancelled. The rest of the screen is for input of annual accomplishment 

data. 

 11/05/07 10:19 SETUP ACTIVITY C04MA04 

 

 GRANTEE ACTIVITY NBR: CDBG07-163 HUD ACTIVITY NBR: 000000005452 

 ACTIVITY NAME: CARLISLE APARTMENTS REHAB 

 ACTIVITY STATUS CODE: 4 FUNDS BUDGETED COMPLETION DATE: __ / __ / ____ 

 ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY (Y/N): N 

 ACCOMPLISHMENT DATA: REPORT YEAR: 2007 

 TYPE UNITS 

 PROPOSED __ _________ 

 ACTUAL __ _________ 

 

 ACCOMPLISHMENTS NARRATIVE: 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 

 F1 = HELP F3 = VALD F4 = MAIN F5 = PROJ INFO F7 = PRV F8 = NXT F9 = SAVE 

 F10 = MA09 F11 = INSRT F13 = DELET F14 = UPD LG NARR F17 = BACK F18 = FWD 

Activity Status Data 

Field Description 

GRANTEE ACTIVITY NBR 

HUD ACTIVITY NBR 

ACTIVITY NAME 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen. 

ACTIVITY STATUS CODE This field is required. The valid status codes are: 

1 Cancelled 

2 Complete 

3 Underway 

4 Funds Budgeted

IDIS automatically assigns a status of 4-Funds Budgeted to a new activity, 

and changes it to 3-Underway after the first draw is made. 

An activity may be cancelled at any time. To do so, type 1 and press <F9>. 

Guidance on when to update the status code to 2-Complete is provided on 

page 7-5. 

COMPLETION DATE IDIS automatically assigns the current date to this field when you change 

the ACTIVITY STATUS CODE to 1-Cancelled or 2-Complete. The completion date 

of a cancelled activity cannot be changed. Instructions for changing the 

system-assigned date for a completed activity are provided on page 7-5. 
The Common Path for CDBG Activities 

2-7 

Accomplishments Data 

This portion of the MA04 screen is completed for all CDBG activities except those which do not have 

accomplishments to report (e.g., planning and administrative activities, repayment of Section 108 loans). 

Accomplishments are entered by program year, called REPORT YEAR on this screen. 

Both proposed and actual accomplishments are reported on this screen. At activity setup, input proposed 

accomplishments only. 

Field Description 

ACCOMPLISHMENTS FOR 

THIS ACTIVITY 

REPORTED AT ANOTHER 

ACTIVITY (Y/N) 

Change this field to Y if proposed accomplishments for the activity (usually a 

service delivery costs activity) are reported under another activity. 

If you change the field to Y, do not input proposed or actual accomplishment 

data on this or any other CDBG screen for the activity. 

REPORT YEAR REPORT YEAR (usually called “program year” or “plan year”) is the year that 

you are reporting accomplishments for. 

The first time MA04 is displayed for an activity, REPORT YEAR is set to the 

program year of the project under which the activity was set up. This may or 

may not be correct. To change it, type over the year that is displayed. 

PROPOSED 

ACCOMPLISHMENTS: 

TYPE 

Assign the proposed ACCOMPLISHMENT TYPE code based on the matrix code 

and national objective of the activity (see Appendix C). This field must be 

filled in before you will be allowed to fund the activity. 

The valid type codes are: 

01 People 10 Housing Units 

04 Households 11 Public Facilities 

08 Businesses 13 Jobs 

09 Organizations 

An <F1> help screen is available for this field. 

PROPOSED 

ACCOMPLISHMENTS: 

UNITS 

Enter the number of {TYPE} expected to benefit from the activity. 

For multi-year activities: In the year the activity is set up, report the total

number expected to benefit. If that number increases in subsequent years, 

use <F11> to report the number of additional proposed units—and only the 

additional units—in the year the increase was identified. 

ACTUAL 

ACCOMPLISHMENTS 

Actual accomplishments are not input at activity setup. Instructions for 

entering the actual TYPE, UNITS, and ACCOMPLISHMENTS NARRATIVE fields are 

provided in Chapter 7. 

When you are finished, press <Enter> to save your data and display the next screen. 

Common Mistakes 

ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY (Y/N) 

• When you set up multiple activities for a single undertaking, report the accomplishments under only 

one activity. 

Example 1: Say that for the acquisition and rehabilitation of the Marbury Apartments at 1014 

Graham Place, you set up an acquisition activity and a rehabilitation activity. You should enter Y
The Common Path for CDBG Activities 

2-8 

in ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY for the acquisition activity, and 

input all accomplishments under the rehab activity. 

Example 2: In instances where you set up a separate activity to track the delivery costs for 

another activity, set ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY to Y for the 

delivery costs activity and report all accomplishments under the other activity. 

• Enter proposed accomplishments for a rehabilitation administration (14H) activity if CDBG funds are 

used to run a rehab program but not to perform the actual rehab. If CDBG money is also used to 

perform the rehab (which should be set up as a separate activity), then be sure to enter Y in 

ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY for the delivery costs activity. 

• Report proposed accomplishments for an economic development (18*) activity if CDBG funds are 

used to run a loan/grant program but not to make the loan/grant. If CDBG money is also used to 

provide the loan or grant (which should be set up as a separate activity), then be sure to enter Y in 

ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY for the delivery costs activity. 

• If you answer Y here, then do not input proposed or actual accomplishments on this or any other 

CDBG screen for the activity. 

PROPOSED UNITS

• Some grantees mistakenly report only low/mod accomplishments on the MA04 screen. All proposed 

accomplishments should be reported here; you will identify the number of low/mod accomplishments 

on CDBG-specific screens. 

• When the proposed ACCOMPLISHMENT TYPE is 01-People, HUD prefers that you report unduplicated 

counts of persons expected to be served. For an activity where that is not realistic, report the units of 

service provided. 

• When the proposed ACCOMPLISHMENT TYPE is 04-Households, report the number of households you 

expect to assist, not the number of individuals. Count each household as one, regardless of the 

number of persons in the household. 

• When the proposed ACCOMPLISHMENT TYPE is 13-Jobs: 

9 report the number of jobs expected to be created/retained, not the LMI population or total 

population of a jurisdiction 

9 include all jobs, not just LMI jobs 

9 count the number of jobs as full-time equivalents (FTEs) 

9 report each job one time: do not report the same job under more than one activity and in 

one activity do not report the same job in multiple program years 

Additional Function Keys 

These additional function keys are available on the MA04 screen: 

Key Function 

F10 = MA09 Go to Revise Activity screen MA09 (see page 6-1) to select a different 

activity for update. 

F11 = INSRT Insert accomplishment data for a new REPORT YEAR. 

F13 = DELET Delete accomplishment data for a REPORT YEAR. On most keyboards, <Shift + 

F1> is equivalent to <F13>. 

F14 = UPD LG NARR Access the screen for adding or updating additional ACCOMPLISHMENT 

NARRATIVE for the program year displayed in the REPORT YEAR field. On most 

keyboards, <Shift + F2> is equivalent to <F14>. 
The Common Path for CDBG Activities 

2-9 

Key Function 

Caution! If you press <F14> without pressing <F9>, any narrative you have 

entered on the MA04 screen will be lost. 

F17 = BACK For multi-year activities only: Show the MA04 screen for an earlier REPORT 

YEAR. On most keyboards, <Shift + F5> is equivalent to <F17>. 

F18 = FWD For multi-year activities only: Show the MA04 screen for later REPORT YEAR. 

On most keyboards, <Shift + F6> is equivalent to <F18>. 
The Common Path for CDBG Activities 

2-10 

SETUP ACTIVITY (C04MA08) 

On the last Common Path screen, you will input the estimated cost of the activity and specify which 

program’s setup and completion screens you wish to access. The screens for more than one program 

may be accessed for an activity funded by multiple programs, but must be accessed one at a time. 

 11/05/07 10:21 SETUP ACTIVITY C04MA08 

 

 GRANTEE ACTIVITY NBR: CDBG07-163 HUD ACTIVITY NBR: 000000005452 

 ACTIVITY NAME: CARLISLE APARTMENTS REHAB 

 TOTAL ESTIMATED AMOUNT: __________________ 

 INDICATE PROGRAM(S) TO BE ADDRESSED 

 ENTER (X) TO SELECT PROGRAM, (D) TO DELETE EXISTING PROGRAM PATH 

 _ CDBG 

 

 _ ESG 

 _ HOME 

 

 _ HOPWA 

 

 

 F3 = VALDT F4 = MAIN MENU F5 = PROJ INFO F7 = PREV F8 = NEXT 

 F9 = SAVE F10 = MA09 F13 = DELETE 

Field Description 

GRANTEE ACTIVITY NBR 

HUD ACTIVITY NBR 

ACTIVITY NAME 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen. 

TOTAL ESTIMATED 

AMOUNT 

Enter the estimated amount, in dollars and cents, of total CDBG, ESG, 

HOME, and HOPWA funds (including program income) budgeted for this 

activity. Do not include funds that are not tracked in IDIS. 

Entering a TOTAL ESTIMATED AMOUNT does not commit funds to the activity. 

When you do commit funds through the Activity Funding option, you will not 

be allowed to fund the activity for more than the amount you input here. 

INDICATE PROGRAM(S) 

TO BE ADDRESSED 

Type X in the field next to CDBG and press <Enter> to display the first 

screen in the CDBG path. Until you do this, CDBG funds cannot be 

committed to the activity. 

Note: Your selection of CDBG will not be saved (this is so users can access 

all the necessary screens when an activity is funded by more than one 

program). You will need to select CDBG each time to display the CDBG 

screens. 
3-1 

Chapter 3 

COMMON CDBG-SPECIFIC SCREENS 

Once you have filled in the Common Path and selected CDBG on C04MA08, a series of CDBG-specific 

screens—referred to as the CDBG path—will be displayed. The first screen in the CDBG path is the same 

for all activities, and the next six are the same for all but administrative activities. The common CDBGspecific screens are: 

Page Screen 

 3-2 CDBG01: CDBG National Objective 

 3-4 CDBG:00 Objective and Outcome 

 3-5 CDBG02: Funding Sources 

 3-7 CDBG03: Organization Carrying Out Activity 

 3-9 CDBG04: Subrecipient Questions 

 3-10 CDBG05: Form of Assistance 

3-11 CDBG06: CDBG Activity Information 

As with the Common Path, you must provide required setup information on these screens before an 

activity can be funded with CDBG. 
Common CDBG-Specific Screens 

3-2 

CDBG NATIONAL OBJECTIVE (CDBG01) 

The activity’s national objective is specified on this screen. 

 11/05/07 10:22 CDBG NATIONAL OBJECTIVE CDBG01 

 

 Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

 Activity Name CARLISLE APARTMENTS REHAB 

 Matrix Code: 14B Rehab; Multi-Unit Residential 

 CDBG Regulation Citation: 570.202 

 National Objective Code: 

 Enter the National Objective Code that applies: _____ 

 National Objective Citation: ____________________ 

 (Admin/Planning matrix codes do not require a National Objective Code) 

 Unliquidated Obligations: __________________ 

 Change to Activity ID ________ 

 F1=HELP F3=VALDT F4=MAIN MENU F5=PROJ INFO 

 F7=PREV F8=NEXT F9=SAVE F10=REVISE ACTIVITY 

For administrative/planning activities: Activities with a matrix code of 19F, 19G, 20, 21*, or 22 do 

not meet a national objective, but you must access this screen before the activity can be funded with 

CDBG. When setting up an admin/planning activity, just press <Enter> to return to the last Common 

Path screen. There are no additional CDBG-specific screens to be completed, and the activity is ready to 

be funded. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen. 

Matrix Code The matrix code from Common Path screen C04MA03 is displayed. 

CDBG Regulation Citation This required field defaults to the regulation citation for the matrix code. The 

default may be changed. 

Enter the National 

Objective code that 

applies 

Enter the code for the national objective this activity will meet, or press 

<F1> to display a list of the objectives that are valid for the matrix code you 

have selected (see Appendix B for definitions of the objectives). The national 

objective must be specified before you will be allowed to fund the activity. 

If you input a national objective that cannot be used with the matrix code 

assigned to the activity, an error message is displayed. Change either the 

matrix code or the national objective, as appropriate, to correct the error. (If 

you change the matrix code here, the system updates it on MA03 as well.) 

See Appendix C for valid matrix code/national objective combinations. 

If the accomplishment type that you specified on C04MA03 is not valid with 

the matrix code/national objective, an error resolution screen is displayed. 
Common CDBG-Specific Screens 

3-3 

Field Description 

Press <F1> to display the accomplishment types that are valid for the matrix 

code/national objective combination you have specified. 

National Objective 

Citation 

This protected field shows the citation for the national objective you 

selected. 

Unliquidated Obligations This field is used only for public service and admin activities, and only at the 

end of the program year. Enter the amount (in dollars and cents) of orders 

placed, contracts and grants awarded, goods and services received, and 

similar transactions for which an expenditure has not been reported as of 

the end of the program year. 

Because drawdowns made within 90 days after the end of a program year 

can be attributed to that program year, you should rarely have to input data 

in this field. 

Change to Activity ID Use this field if you want to change from one CDBG activity to another 

without having to go through the Common Path screens. 

For example, say you have just updated the accomplishment data for IDIS 

activity 123 and need to do the same for activity 456. Type ‘456’ in this field 

and press <Enter>. The CDBG01 screen is redisplayed with the message 

“Activity changed from 123” and ready for you to process activity 456. 

When you are finished, press <Enter> to save your data and display the next screen. 
Common CDBG-Specific Screens 

3-4 

OBJECTIVE AND OUTCOME (CDBG) 

On this performance measurement screen, you will identify the objective (purpose) and outcome (result) 

the activity is intended to achieve. For more information about performance measurement, go to 

http://www.hud.gov/offices/cpd/about/performance/training/index.cfm. 

 11/05/07 10:22 OBJECTIVE AND OUTCOME CDBG 

 

 Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

 Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 Objective _ 

 1 Create suitable living environments 

 2 Provide decent affordable housing 

 3 Create economic opportunities 

 Outcome _ 

 1 Availability/accessibility 

 2 Affordability 

 3 Sustainability 

 F1=HELP F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

The objective and outcome you choose cannot be “wrong,” though they most likely will coincide with 

those specified in your Consolidated Plan/Annual Action Plan. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Objective Enter the code for the one objective that best reflects your intent in setting 

up this activity. Brief descriptions of the objectives are provided on the <F1> 

help screen for this field. 

Outcome Enter the code for the one outcome that best reflects the results you hope to 

achieve with this activity. Brief descriptions of the outcomes are provided on 

the <F1> help screen for this field. 

When you are finished, press <Enter> to save your data and display the next screen. 
Common CDBG-Specific Screens 

3-5 

FUNDING SOURCES (CDBG02) 

You will provide information about leveraged funds on this screen. Enter amounts in dollars and cents. If 

a field is not applicable, leave it blank. 

Notice that the information on this screen is not reported by program year. Make sure the amounts are 

up-to-date before you complete the activity. 

 11/05/07 10:23 FUNDING SOURCES CDBG02 

 

 Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

 Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 1. CDBG Funds ______________ 

 2. Section 108 Loan Guarantee ______________ 

 3. Other Consolidated HOME ______________ 

 Plan Funds ESG ______________ 

 HOPWA ______________ _______________ 

 4. Appalachian Regional Commission ______________ 

 5. Other Federal Funds ______________ 

 6. State/Local Funds ______________ 

 7. Private Funds ______________ 

 8. Other _________________________ ______________ 

 

 Total _______________ 

 Leveraging Ratio (CDBG+108 : all other funds): 0 : 0.0 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

1. CDBG Funds This read-only field is blank on initial setup. It will be populated by the 

system once CDBG funds are committed to the activity through the Activity 

Funding option. When the ACTIVITY STATUS CODE is set to 2-Complete, the 

field displays the total amount of CDBG funds disbursed. 

2. Section 108 Loan 

 Guarantees 

Enter the amount of Section 108 loan funds spent on this activity. 

Do not input the amount of CDBG funds (which the system will display in the 

previous field once the activity is funded) in this field. 

3. Other Consolidated 

 Plan Funds: 

 HOME Enter the amount of any HOME funds spent on this activity. 

 ESG Enter the amount of any ESG funds spent on this activity. 

 HOPWA Enter the amount of any HOPWA funds spent on this activity. 

 (unlabeled) The read-only line to the right of the HOPWA input field displays the total 

HOME, ESG, and HOPWA amount when the data is validated or saved. 
Common CDBG-Specific Screens 

3-6 

Field Description 

4. Appalachian Regional 

 Commission 

Enter the amount of any Appalachian Regional Commission funds leveraged 

for this activity. 

5. Other Federal Funds Enter the amount of any non-CPD federal funds leveraged for this activity. 

6. State/Local Funds Enter the amount of any state/local funds leveraged for this activity. 

7. Private Funds Enter the amount of any private funds leveraged for this activity. 

8. Other Enter the name(s) and the amount of funds leveraged from other sources for 

this activity. 

Total This read-only field displays the total amount of all funds entered when the 

data is validated or saved. 

Leveraging Ratio The leveraging ratio is equal to the CDBG Funds amount plus the Section 

108 amount divided into all other amounts. 

When you are finished, press <Enter> to save your data and display the next screen. 

Common Mistakes 

SECTION 108 LOAN GUARANTEES

Several grantees, unable to input an amount in the protected CDBG FUNDS field, have entered their CDBG 

funding amount in the SECTION 108 LOAN GUARANTEES field. This has resulted in inaccurate leveraging data 

for the CDBG program. Any CDBG amounts that have been entered in the Section 108 field need to be 

deleted. 
Common CDBG-Specific Screens 

3-7 

ORGANIZATION CARRYING OUT ACTIVITY (CDBG03) 

On this screen, you will identify the type of organization carrying out the activity. 

11/05/07 10:25 ORGANIZATION CARRYING OUT ACTIVITY CDBG03 

 

Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

Is this activity being carried out by the grantee (Y/N)? Y 

(Either directly and/or through contractors) 

If Yes, Enter "X" by the appropriate category. 

 Activity is being carried out by the grantee through: 

 X Grantee employees 

 _ Contractors 

 _ Grantee employees and contractors 

 

 If No, Enter organization name and place an "X" by the appropriate category 

 Organization Name: 

 _________________________________________________________________ 

 Activity is being carried out by: 

 _ A subrecipient only _ A CBDO only 

 _ Another unit of local government _ A CBDO designated as a subrecipient 

 _ Another public agency 

 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

No data entry is required for activities carried out by grantee employees. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Is this activity being 

carried out by the 

grantee? 

This field initially defaults to Y. If the activity will not be carried out by the 

grantee, change it to N. 

If Yes 

Activity is being 

carried out by the 

grantee through: 

If the answer to the previous question was No, skip this field. Otherwise, 

indicate with an X if the activity is being carried out by grantee employees 

(the default), contractors, or grantee employees and contractors.

If No 

 Organization Name Enter the name of the organization that is carrying out the activity. 

Activity is being 

carried out by: 

Type an X next to the appropriate category. 

• Subrecipient only: A subrecipient is a public or private non-profit agency 

or organization receiving CDBG funds from a grantee or another CDBG 

subrecipient to carry out eligible activities. Contractors are not 

considered to be subrecipients. 

• CBDO only: Community-based development organizations (CBDOs) may 

receive CDBG funds to carry out neighborhood revitalization, community 

economic development, or energy conservation activities. See the 
Common CDBG-Specific Screens 

3-8 

Field Description 

regulations at 570.204 for details about the criteria an organization must 

meet to qualify as a CBDO and the types of activities CBDOs may and 

may not carry out. 

• Another Unit of Local Government: Self-explanatory. 

• A CBDO designated as a subrecipient: A CBDO that the grantee has 

elected to designate as a subrecipient. All of the rules regarding 

subrecipients apply to that CBDO. 

• Another public agency: Examples include a public housing authority or 

redevelopment authority. 

When you have finished, press <Enter> to display the next screen. 
Common CDBG-Specific Screens 

3-9 

SUBRECIPIENT QUESTIONS (CDBG04) 

CDBG04 is displayed only if you have indicated on the previous screen that the activity is being carried 

out by a subrecipient, a CBDO, or a CBDO designated as a subrecipient. 

The screen print below shows the screen that is displayed for a subrecipient. The version shown for a 

CBDO is very similar and asks for the identical input. 

 11/05/07 10:25 CDBG ACTIVITY: SUBRECIPIENT QUESTIONS CDBG04 

 

 Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

 Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 Enter "X" by the appropriate designation: 

 Subrecipient is: 

 _ Non-profit organization 

 OR 

 _ For-profit authorized under 570.201(o) 

 

 Enter "X" by all that apply: 

 Subrecipient is: 

 _ A faith-based organization 

 _ An institution of higher education 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Enter “X” by the 

appropriate designation 

Enter X to indicate whether the subrecipient/CBDO is a non-profit or a forprofit. 

Enter “X” by all that apply Enter X in either, both, or neither of these fields, as appropriate. See CPD 

Notice 04-10 for additional guidance regarding faith-based organizations. 

When you are finished, press <Enter> to save your data and display the next screen. 
Common CDBG-Specific Screens 

3-10 

FORM OF ASSISTANCE (CDBG05) 

This screen captures information about the number of CDBG grants and loans provided to the activity’s 

beneficiaries (for example, individual homeowners or businesses). Do not include grants/loans made to 

the organization that is carrying out the activity in your counts. If a field (or the entire screen) is not 

applicable, leave it blank. 

 11/05/07 10:25 FORM OF ASSISTANCE CDBG05 

 

 Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

 Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 The organization carrying out this activity is providing the assistance in the 

 form of (Enter the number of grants, loans, or other forms of assistance 

 provided under this activity) 

 Grant(s): 0 

 Loan(s): 0 

 

 If the assistance is a loan(s), enter the appropriate information below. 

 Interest Amortization 

 Rate Period (in Months) Amount 

 Amortized Loan: _____ % ___ ______________ 

 Deferred Payment/Forgivable Loan: _____ % ___ ______________ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Grant(s) Enter the number of CDBG grants provided to the beneficiaries of this 

activity. 

Loan(s) Enter the number of CDBG loans provided to the beneficiaries of this activity. 

Amortized Loan 

Deferred Payment/ 

Forgivable Loan 

Enter the INTEREST RATE (format is “nn.nn”), AMORTIZATION PERIOD (in 

months), and AMOUNT (whole dollars) of the loan. If the term of the loan is 

unknown (e.g., the loan is due upon sale or transfer of the property), enter 

99 in AMORTIZATION PERIOD. 

If more than one loan was provided, enter the average interest rate, the 

average amortization period, and the total amount of the loans. 

When you are finished, press <Enter> to save your data and display the next screen. 
Common CDBG-Specific Screens 

3-11 

CDBG ACTIVITY INFORMATION (CDBG06) 

Information about the characteristics of an activity is provided on this screen. The responses you provide 

on CDBG06 drive many of the other CDBG screens, so it is important that you complete it accurately. 

 11/05/07 10:26 CDBG ACTIVITY INFORMATION CDBG06 

 Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

 Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 Enter "X" by all that apply: 

 One-for-One Replacement: _ Special Assessment: _ 

 Displacement: _ Revolving Fund: _ 

 Float Funded: _ Favored Activity: _ 

 Colonia: _ Brownfield Activity: _ 

 Historic preservation area: _ Presidentially Declared Disaster Area: _ 

 

 For Float Funded activities, indicate the following: 

 Funds to be Received: __ / __ / ____ Float Principal Balance: ______________ 

 For Brownfield activities, indicate the # of acres remediated: ______ 

 Activity includes Multi-Unit Housing (2+ units/structure) (Y/N): N 

 Activity involves Rental Housing (Y/N): N 

 Indicate if activity is located in a Strategy, CDFI, or 

 Local Target Area (S/C/L): _ Specify Area Identifier: __ 

 Presumed Benefit? (Y/N): N Nature/Location? (Y/N): N 

 F1=HELP F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

One-for-One 

Replacement 

Enter X if the activity will result in the conversion or demolition of housing 

units that must (under the Uniform Relocation Act) be replaced. 

When this field is X, the One-for-One Replacement screen (CDBG16) is 

displayed as part of the CDBG completion path. 

Special Assessment Currently SPECIAL ASSESSMENT can be checked only if the activity matrix code 

is 03. (This is a system error that HUD will correct: you should be able to fill 

in the field for any public improvement activity.) Enter X if a fee or charge 

will be levied to recapture part or all of the capital costs of a public 

improvement activity. For additional information, see 570.200(c). 

Displacement Applicable only to acquisition, demolition, and rehabilitation activities. Enter 

X if any household, business, non-profit organization, or farm will be 

permanently displaced from real property as a direct result of this activity. 

When this field is X, the Displacement screen (CDBG15) is displayed as part 

of the CDBG completion path. 

Revolving Fund Enter X if the activity is funded from a revolving loan account. 
Common CDBG-Specific Screens 

3-12 

Field Description 

Float Funded Enter X if this type of financing is used. 

When X is entered here, entries are required in FUNDS TO BE RECEIVED and 

FLOAT PRINCIPAL BALANCE. 

Favored Activity Applicable only if the activity matrix code is 18A or 18B. Enter X if this 

economic development activity is of national importance and therefore may 

be excluded from the aggregate public benefit calculation. Refer to 24 CFR 

570.209(b)(2). 

Colonia This field only applies to activities carried out in Arizona, California, New 

Mexico, or Texas within 150 miles of the U.S.-Mexican border. Enter X if the 

activity assists a rural community or neighborhood that lacks adequate 

infrastructure and decent, safe, sanitary housing. 

Brownfield Activity Enter X if this activity is located in a brownfield redevelopment area. A 

brownfield is an abandoned, idled, or underused property where expansion 

or redevelopment is complicated by real or potential environmental 

contamination. 

When X is entered here, an entry is required in ...# OF ACRES REMEDIATED. 

Historic Preservation Area Enter X if this activity is located in an area designated for historic 

preservation by local, state, or federal officials. 

Presidentially Declared 

Disaster Area 

Enter X if this activity is located in an area declared a disaster under 

Subchapter IV of the Robert T. Stafford Disaster Relief and Emergency 

Assistance Act. 

Funds to be Received If FLOAT FUNDED is X, enter the date you expect repayment to be made. 

Float Principal Balance If FLOAT FUNDED is X, enter the balance of the principal. 

...# of acres remediated If BROWNFIELD ACTIVITY is X, enter the number of acres remediated. 

Activity includes MultiUnit Housing (2+ 

Units/Structure) 

(Y/N) 

This field is displayed only for LMH* activities and for SB* or URG housing 

activities with a matrix code of 05R, 12, 14*, or 16A. 

Enter Y if the activity involves two or more units per structure; otherwise, 

enter N. 

If you answer this Y for an LMH* activity, you must complete the Multi-Unit 

Housing Activity setup screen (CDBG14) before the activity can be funded. 

Activity involves Rental 

Housing (Y/N) 

This field is displayed only if the MULTI-UNIT HOUSING field is displayed. Enter 

Y or N, as appropriate. 

Indicate if activity is 

located in a Strategy, 

CDFI, or Local Target 

Area (S/C/L) 

If the activity is located in a: 

• Neighborhood Revitalization Strategy Area (NRSA), enter S. 

• Community Development Financial Institution (CDFI) area, enter C. 

• Local target area, enter L. 

For activities with a national objective code of: 

• LMAFI, you must enter C. 

• LMASA, you must enter S. 

• LMHSP, you must enter C or S. 

Note: It is very important that you identify these areas in IDIS so HUD can 

demonstrate that CDBG funds are being targeted to neighborhoods in need. 

See Appendix D for definitions of the three types of special areas. 
Common CDBG-Specific Screens 

3-13 

Field Description 

Specify Area Identifier If the previous field is S or C, you must enter the ID of the area in which the 

activity is located; if it is L, entry of the area identifier is optional (it will be 

required in the re-engineered IDIS). 

If you do not know the ID, press <F1> to show a list of areas and their IDs. 

You may also add a new area on the screen that is displayed. For more 

detailed instructions, see Appendix E.

Presumed Benefit? This field is displayed only for LMC* activities. Enter Y if the activity 

exclusively benefits clientele presumed by HUD to be at least 51% LMI. 

Presumed benefit clientele groups are limited to abused children, battered 

spouses, elderly persons, adults meeting the Census definition of “severely 

disabled,” homeless persons, illiterate adults, persons living with AIDS, and 

migrant farm workers. 

Nature/Location? This field is displayed only for LMC* activities. Enter Y if it may be concluded 

from the nature and location of the activity that the clientele will primarily be 

LMI. An example of such an activity is a child care center serving a public 

housing complex. 

When this field is Y, you will be required to enter a narrative describing how 

the nature/location of the activity benefits a limited clientele, of whom at 

least 51% are LMI. 

ADDITIONAL SETUP SCREENS 

CDBG06 is the last common CDBG screen. If you have provided all the required information on the 

Common Path screens and the six CDBG-specific screens, you have finished the setup process (except for 

certain types of activities) and can now fund the activity with CDBG. 

The exceptions are: 

• LMA activities. You must complete the CDBG07 screen (see page 8-2) before the activity can be 

funded. 

• LMH* activities where ACTIVITY INCLUDES MULTI-UNIT HOUSING (2+ UNITS/STRUCTURE) is Y. You must 

complete the CDBG14 screen (see page 10-3) before the activity can be funded. 

• SBA activities. You must complete the CDBG12 screen (see page 12-3) before the activity can be 

funded. 

• LMJ* activities. You should complete the “estimates” part of screen CDBG11 (see page 11-6) 

before funding the activity. 

Instructions for funding an activity and drawing down those funds are provided in Chapters 4 and 5. 



4-1 

Chapter 4 

ACTIVITY FUNDING 

Before money can be drawn down for an activity, the activity must be funded. The purpose of funding is 

to specify the amounts and the types of funds (entitlement, program income, revolving loan, etc.) to be 

used for the activity. 

FUNDING ACTIVITIES WITH CDBG 

Once you have completed the required setup screens for an activity, it is ready to be funded. Funds are 

committed to activities by IDIS fund type, which for CDBG entitlement grantees may include: 

EN Entitlement 

AD Administration 

PI Program Income 

RL Revolving Loan Fund 

SU Subgrant 

The AD and SU fund types are available only if you have created Administration and Subgrant subfunds 

from your CDBG grant via Main Menu option G. PI and RL are available only if you have receipted those 

types of funds using Main Menu option H, Receipts. 

A note about PI: Unlike all other fund types, PI does not have to be funded before it can be drawn. 

When you request a draw for an activity, you will have the option of drawing available PI in place of EN. 

Remember that CDBG regulations require you to draw available PI and RL before drawing down EN. 

Instructions for funding activities with CDBG follow. 
Activity Funding 

4-2 

ACTIVITY FUNDING SCREENS 

Select Main Menu option I and press <Enter> to display the first of four activity funding screens. 

Activity Funding Menu 

The Activity Funding Menu offers the choice of viewing the current funding for an activity or maintaining 

(adding or updating) funding data. 

 01/13/08 THE INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM C04MM01 

 08:52:19 

 

 ACTIVITY FUNDING MENU 

 01 VIEW ACTIVITY FUNDING 

 02 MAINTAIN ACTIVITY FUNDING 

 

 TYPE SELECTION AND PRESS ENTER I 00 

 F4 = MAIN MENU F7 = PREV 

The two options are very similar except, of course, that data cannot be changed when option 01 is 

selected (note that you must select option 01 for a completed activity). This chapter covers Option 2. 

Select option 02 and press <Enter> to display the next screen. 
Activity Funding 

4-3 

Activity Funding List Screen 

The purpose of this screen is to identify the activity to be funded and, optionally, to limit the funding 

sources that are displayed by program and fund type. On initial display, no activities are listed. 

 01/13/08 08:52 ACTIVITY FUNDING LIST C04MO03 

 

PROJECT OWNER GRANTEE NAME: CHICAGO 

CPS PROJECT: ____ PGM YEAR: ____ HUD ACTIVITY NBR: ____________ 

SHOW GRANTS WHERE: RECIP UOG CD/NUM: ______ _____ PROGRAM CODE: _ FUND TYPE: __ 

SEL PROJECT PGM YEAR IDIS ACTIVITY ACTIVITY NAME 

F1 = OWNER HELP F2 = PROJ HELP F4 = MAIN MENU 

F17 = UP F18 = DOWN 

To identify the activity you want to fund, you can: 

• Enter the activity’s HUD ACTIVITY NBR and press <Enter> to go directly to the Maintain Activity 

Funding screen. 

• Press <Enter> to display all your activities in HUD ACTIVITY NBR order (from highest to lowest). 

• Specify criteria to limit the number of activities that will be displayed, as explained in the table 

below. 

Field Description 

PROJECT OWNER 

GRANTEE NAME 

If you are not logged on to IDIS as the entitlement grantee who owns the 

activity to be funded, press <F1> to display the Activity Owner List screen. 

Select the owner of the activity and press <Enter> to return to the funding 

screen. 

CPS PROJECT 

and 

PGM YEAR 

To display all the activities set up under a particular project, input the 

project ID and program year (both fields must be input) and press <Enter>. 

Choose the activity to be funded from the list that is displayed. 

HUD ACTIVITY NBR Enter the HUD ACTIVITY NBR (also called IDIS ACTIVITY ID) of the activity to be 

funded. 

SHOW GRANTS WHERE: 

RECIP UOG CD/NUM 

PROGRAM CODE 

FUND TYPE 

Input values in these fields to limit the funding sources that will be displayed 

by recipient, program, and/or fund type. There are no help screens for the 

fields. 

The program codes are: 

B CDBG H HOPWA 

M HOME S ESG 
Activity Funding 

4-4 

Field Description 

The entitlement CDBG fund types are: 

EN Entitlement 

AD Administration 

PI Program Income 

RL Revolving Loan 

SU Subgrant 

Specifying a recipient UOG code and number will not limit the funding 

sources displayed unless you subgrant. 

When you are finished, press <Enter> to display all the activities that meet the criteria you have 

specified. 

01/13/08 11:03 ACTIVITY FUNDING LIST C04MO03 

 

PROJECT OWNER GRANTEE NAME: CHICAGO 

CPS PROJECT: 0010 PGM YEAR: 2007 HUD ACTIVITY NBR: ____________ 

SHOW GRANTS WHERE: RECIP UOG CD/NUM: ______ _____ PROGRAM CODE: _ FUND TYPE: __ 

SEL PROJECT PGM YEAR IDIS ACTIVITY ACTIVITY NAME 

 _ 0010 2007 7990 CHRISTIAN FELLOWSHIP FLOCK 

 _ 0010 2007 7972 DELEGATE AGENCY 

 _ 0010 2007 7971 GREATER CHICAGO FOOD DEPOSITORY 

 _ 0010 2007 7970 DELEGATE AGENCY 

 _ 0010 2007 7969 NORTH LAWNDALE SM. GRANT 12692-1 

 _ 0010 2007 7968 PHOEBE'S PLACE INC. 

 _ 0010 2007 7967 INDO AMERICAN CENTER 

 _ 0010 2007 7966 HULL HOUSE ASSOC 

 _ 0010 2007 7965 ADAS. MCKINLEY COMMUNITY SERV. 

 _ 0010 2007 7964 HEARTLAND'S HEALTH OUTREACH 15010-1 

 _ 0010 2007 7963 SAINT AILBE COMM. DEV. CORP. 

 _ 0010 2007 7955 YMCA-PILSEN 12743-7 

 _ 0010 2007 7954 YMCA-NORTH LAWNDALE 12743-6 

 _ 0010 2007 7953 YMCA-HIGH RIDGE 12743-5 

 _ 0010 2007 7952 YMCA-SOUTHSIDE 12743-4 

 

F1 = OWNER HELP F2 = PROJ HELP F4 = MAIN MENU 

F17 = UP F18 = DOWN 

Type X in the SEL(ECT) field of the activity to be funded and press <Enter>. The Maintain Activity Funding 

screen is displayed. 
Activity Funding 

4-5 

Maintain Activity Funding Screen MO04 

This screen displays all the available sources of funding for the activity (unless you restricted the list by 

entering a recipient, program, or fund type code on the previous screen). 

 01/13/08 11:05 MAINTAIN ACTIVITY FUNDING C04MO04 

 

 GRANTEE NAME: CHICAGO 

 CPS PROJECT: 0010 PGM YEAR: 2007 HUD ACTIVITY ID: 000000007968 

 ACTIVITY NAME: PHOEBE'S PLACE INC. 

 GRANTEE ACTIVITY NBR: K3347252513515233A ACT TOT FUNDED: $0.00 

 EST. MAX. FUNDING: $20,763.00 ACT TOT DRAWN: $0.00 

 

 < SOURCE > < RECEIP > 

 SEL PGM FND U O G U O G AMOUNT AVL. FUNDED THIS GRANT 

 CD TYP TYP CD/NUM TYP CD/NUM FOR FUNDING DRAWN THIS GRANT 

 _ B EN MC 000001 LG 171296 $13,307,742.66 $0.00 

 00001 00001 $0.00 

 _ B PI MC 000001 LG 171296 $729,739.01 $0.00 

 00001 00001 $0.00 

 

 F4 = MAIN MENU F7 = PREV F17 = UP F18 = DOWN 

The only input field is SEL, where you type X to select a funding source. You can select only one source 

at a time. 

Field Description 

GRANTEE NAME 

CPS PROJECT 

PGM YEAR 

HUD ACTIVITY ID 

ACTIVITY NAME 

GRANTEE ACTIVITY NBR 

These fields identify the activity you are funding. 

ACT TOT FUNDED The total amount of funds committed to the activity to date. 

EST. MAX. FUNDING This is the TOTAL ESTIMATED AMOUNT from Common Path screen MA08, and 

the maximum amount you can commit to the activity from all sources. If you 

need to fund an activity for more than the maximum shown here, you must 

increase the TOTAL ESTIMATED AMOUNT on the MA08 screen. 

ACT TOT DRAWN The total amount of funds disbursed for the activity to date, plus pending 

draws. 

SEL(ect) Enter X in the selection field of the funding source you want to use to fund 

this activity. You can select only one source at a time. 

PGM CD The code for the CPD program that provided the funds—B (CDBG), 

M (HOME), H (HOPWA), or S (ESG). 

FND TYP For entitlement CDBG: 

EN Entitlement 

AD Administration subfund 
Activity Funding 

4-6 

Field Description 

PI Program Income 

RL Revolving Loan 

SU Subgrant subfund 

Remember that you do not have to fill in the funding screens to be able to 

draw PI in place of EN. 

SOURCE TYP For entitlement CDBG, the fourth and fifth characters of the CDBG grant 

number: 

MC Metropolitan City 

UC Urban County 

SOURCE UOG CD/NUM The UOG code and number of the source for the funds. A UOG code/number 

of 000001/0001 means that the funding came directly from HUD. 

RECEIP (sic) TYP The recipient organization type. For entitlement CDBG, the types are: 

LG Local Government 

B2 Subgrantee/Subrecipient 

E2 Subgrantee/Subrecipient 

RECEIP UOG CD/NUM The UOG code and number of the recipient of the funds. 

AMOUNT AVL. FOR

FUNDING 

The amount of this funding source available for commitment to activities. 

FUNDED THIS GRANT The amount committed to the activity from this funding source. 

DRAWN THIS GRANT The amount disbursed for the activity plus pending draws from this funding 

source. 

Type X in the SEL field of the funding source you want to use and press <Enter> to display the next 

screen. 
Activity Funding 

4-7 

Maintain Activity Funding Screen MO05 

This screen shows the details of the funding source selected, and is where you specify the amount to be 

committed to the activity from this source. 

02/11/08 MAINTAIN ACTIVITY FUNDING C04MO05 

 11:05 

GRANTEE NAME : CHICAGO 

ACTIVITY NAME : PHOEBE'S PLACE INC. 

CPS PROJECT # : 0010 HUD ACTIVITY ID : 000000007968 

PROGRAM YEAR : 2007 GRANTEE ACTIVITY # : K3347252513515233A 

 

EST MAX FND AMT: $20,763.00 <====== CURRENT FUNDING THIS SOURCE =====> 

ACT TOT FUNDED : $0.00 YEAR FUNDED AMOUNT DRAWN AMOUNT 

ACT TOT DRAWN : $0.00 <--> <----------------> <----------------> 

 2007 $0.00 $0.00 

<---------- THIS SOURCE ----------> ____ __________________ __________________ 

PROGRAM CODE : B ____ __________________ __________________ 

SRCE UOG CD/NM: 000001/00001 ____ __________________ __________________ 

SOURCE TYPE : MC ____ __________________ __________________ 

RECIP UOG CD/NM: 171296/00001 ____ __________________ __________________ 

RECIP TYPE : LG ____ __________________ __________________ 

FUND TYPE : EN ____ __________________ __________________ 

 ____ __________________ __________________ 

AMT AVAILABLE : $13,307,742.66 ____ __________________ __________________ 

FUNDED THIS SRC: $0.00 ____ __________________ __________________ 

DRAWN THIS SRCE: $0.00 ____ __________________ __________________ 

 

F4 = MAIN MENU F7 = PREV F9 = SAVE F17 = UP F18 = DOWN 

The input fields are YEAR and FUNDED AMOUNT. Entering a YEAR here does not mean that funds will be 

committed from your grant for that year [funds are committed on a first-in first-out (FIFO) basis in IDIS]. 

Most of the read-only fields show information from the previous screen in a different format and order. 

Field Description 

GRANTEE NAME 

ACTIVITY NAME 

CPS PROJECT # 

HUD ACTIVITY ID 

PROGRAM YEAR 

GRANTEE ACTIVITY # 

These fields, repeated from the previous screen, identify the activity you are 

funding. 

EST MAX FND AMT Same as EST. MAX. FUNDING on the previous screen. 

ACT TOT FUNDED This field is initially populated with ACT TOT FUNDED from the previous screen. 

When you press <Enter> or <F9> to save your input, the system 

recalculates the total amount of funds committed to the activity based on 

the FUNDED AMOUNT you input/update. The recalculated amount is shown 

when the screen is redisplayed. 

ACT TOT DRAWN Repeated from the previous screen. 

YEAR This field has no correlation with program year or grant year. It is there to 

allow you to associate a year of your choosing with this funding. Any year 

later than 1959 can be entered. If YEAR is left blank, it is set to ‘0000’ by the 

system. 

FUNDED AMOUNT Enter the amount, in dollars and cents, of the funds to be committed from 

this source. 

DRAWN AMOUNT Same as DRAWN THIS GRANT on this previous screen. 
Activity Funding 

4-8 

Field Description 

PROGRAM CODE Same as PGM CD on the previous screen. 

SRCE UOG CD/NM Same as SOURCE UOG CD/NUM on the previous screen. 

SOURCE TYPE Same as TYP on the previous screen. 

RECIP UOG CD/NM Same as RECEIP UOG CD/NUM on the previous screen. 

RECIP TYPE Same as RECEIP TYP on the previous screen. 

FUND TYPE Same as FND TYP on the previous screen. 

AMT AVAILABLE This field is initially populated with AMOUNT AVL FOR FUNDING from the 

previous screen. Like the ACT TOT FUNDED field, it is recalculated when you 

press <Enter> or <F9> to save your data. 

FUNDED THIS SRC This field is initially populated with FUNDED THIS GRANT on the previous 

screen. Like the ACT TOT FUNDED and AMT AVAILABLE fields, it is recalculated 

when you press <Enter> or <F9> to save your data. 

DRAWN THIS SRCE Same as DRAWN THIS GRANT on this previous screen. 

Press <Enter> or <F9> to save your data. 

To fund the same activity with money from another source, press <F7>; to fund a different activity, 

press <F7> twice. To return to the Main Menu, press <F4>. 
5-1 

Chapter 5 

DRAWDOWNS 

To access the IDIS drawdown functions, select Main Menu option D and press <Enter>. The Drawdown 

Menu is displayed: 

 01/13/08 THE INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM C04MD01 

 

 DRAWDOWN MENU 

 01 DRAWDOWN AUTHORIZATION 

 02 VIEW GRANT SUMMARY OR DETAILS 

 03 VIEW ACTIVITY FUNDING DETAILS 

 04 CREATE DRAWDOWNS / VOUCHER 

 05 MAINTAIN DRAWDOWNS / VOUCHERS 

 06 APPROVE DRAWDOWNS / VOUCHERS 

 TYPE SELECTION AND PRESS ENTER 01 

 F4 = MAIN MENU 

Options 01, 04, and 06 are used to create a draw and submit it for payment. 

Option 05 is used to maintain (view, cancel, or revise) draws. 

Options 02 and 03 are not used directly in the drawdown process, and are not covered here. For 

information about them, refer to Chapter 7 of the IDIS Reference Manual. 
Drawdowns 

5-2 

DRAWDOWN AUTHORIZATION 

The first step in the drawdown process is always drawdown authorization. That is why the selection field 

is pre-filled with 01 when the Drawdown Menu is initially displayed. Press <Enter> to display the 

authorization screen: 

 01/13/08 11:19 DRAWDOWN AUTHORIZATION C04MD05 

 

LOGIN GRANTEE NAME: CHICAGO 

ENTER GRANTEE NAME TO SEARCH: _________________________ 

SEL <------------- GRANTEE NAMES ---------------> CITY 

 _ AIDS CARE, INC CHICAGO 

 _ BETHEL NEW LIFE CHICAGO 

 _ BICKERDIKE REDEV. CORP CHICAGO 

 _ BRAND NEW BEGINNINGS CHICAGO 

 _ CENTRAL CITY HOUSING VENTURES CHICAGO 

 _ CENTURY PLACE DEVELOPMENT CORP CHICAGO 

 _ CHICAGO CHICAGO 

 _ CHICAGO BETTER HOUSING ASSOC. CHICAGO 

 _ CLARETIANS ASSOCIATES CHICAGO 

 _ COVENANT DEVELOPMENT CORP CHICAGO 

 _ GENESIS HOUSING DEVELOPMENT CORPORATION CHICAGO 

 _ GSW RESIDENTIAL CORPORATION CHICAGO 

 _ HEARTLAND HOUSING, INC. CHICAGO 

 _ HISPANIC HOUSING DEV CORP. CHICAGO 

 _ INTERFAITH HOUSING DEVELOPMENT OF CHICAGO CHICAGO 

 _ INTERFAITH ORG PROJECT OF GREATER CHICAGO CHICAGO 

 

 ENTER NAME TO SEARCH OR ENTER "X" UNDER SEL COLUMN TO SELECT GRANTEE FROM LIST 

 F4 = MAIN MENU F7 = PREV F8 = NEXT F17 = UP F18 = DOWN 

The screen lists the organization that you can conduct drawdown processing for. In addition to the 

organization you are logged in as (shown in the LOGIN GRANTEE NAME field), the list also includes: 

• All organizations that have received a subgrant from the organization you are logged in as. 

• All organizations that have been granted permission to carry out activities by the organization 

you are logged in as. This is the permission granted on Common Path screen MA03, in the WILL 

ANOTHER ENTITY OR CHDO HAVE ACCESS TO THE ACTIVITY field. 

Select the organization for which the drawdown is being made. Enter X in its SEL(ECT) field and press 

<Enter>. You are required to confirm your selection by pressing <Enter> a second time. After you do, 

the Drawdown Menu is redisplayed. 

Once the authorization step is completed, you can access any of the other Drawdown Menu options. 
Drawdowns 

5-3 

CREATE DRAWDOWNS 

To create a drawdown request for one or more activities, select Drawdown Menu option 04 and press 

<Enter>. The first of three create drawdown screens is displayed. 

Create Drawdown Screen MD10 

On this screen, you will identify the activities you are drawing funds for. 

 02/11/08 10:21 CREATE DRAWDOWN C04MD10 

 

 DRAWDOWN FOR : CHICAGO ACT OWNER : CHICAGO 

 REQUESTED SUBMISSION DATE: MM / DD / CCYY <-- TO LOCCS (MM/DD/CCYY FORMAT) 

 HUD ACTIVITY 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 ____________ ____________ ____________ ____________ 

 

 F1 = OWNER HELP F4 = MAIN MENU F6 = CLEAR F7= PREV F9 = GO TO 

Field Description 

DRAWDOWN FOR The organization you authorized on the Drawdown Authorization screen. 

ACT OWNER If the name showing in this field is not the grantee who owns the activities 

that funds are being drawn for, press <F1> and select the owner grantee. 

REQUESTED 

SUBMISSION DATE 

If you want this drawdown request to be submitted to LOCCS at a future 

date, enter that date here. Keep in mind that IDIS automatically cancels a 

draw request if it is not submitted within 90 days of its creation. 

If you leave the field blank, the system sets it to today’s date. The request 

will be submitted to LOCCS the same day it is approved (unless the approver 

changes the submission date for one or more line items). 

HUD ACTIVITY Enter the HUD ACTIVITY NBR of each activity that funds are to be drawn for. 

You may input up to 60 activity IDs. 

When you are finished, press <Enter> to continue 
Drawdowns 

5-4 

Create Drawdown Screen MD11 

This screen lists all of the funding sources for each activity input on the previous screen. It is here that 

you will enter the amount to be drawn from each funding source. 

02/11/08 10:22 CREATE DRAWDOWN ACT OWNER : CHICAGO C04MD11 

 PAGE: 01 OF 01 

ACT DRAW AMOUNT PGM FT ST RT FUNDED DRAWN AVAILABLE 

--- -------------- --- -- -- -- -------------- -------------- -------------- 

07968 ______________ B EN MC LG 20763.00 .00 20763.00 

PRIOR-YR-FLAG _ ACT:PHOEBE'S PLACE INC. PROJECT:0010 YEAR:2007 

SOURCE:US DEPARTMENT OF HOUSI RECIPIENT:CHICAGO 

------------------------------------------------------------------------------- 

07968 ______________ B PI MC LG 20763.00 

PRIOR-YR-FLAG _ ACT:PHOEBE'S PLACE INC. PROJECT:0010 YEAR:2007 

SOURCE:US DEPARTMENT OF HOUSI RECIPIENT:CHICAGO 

<><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>< 

07957 ______________ B EN MC LG 30756.00 5931.00 24825.00 

PRIOR-YR-FLAG _ ACT:THE ENTERPRISING KITCHEN PROJECT:0007 YEAR:2007 

SOURCE:US DEPARTMENT OF HOUSI RECIPIENT:CHICAGO 

------------------------------------------------------------------------------- 

07957 ______________ B PI MC LG 24825.00 

PRIOR-YR-FLAG _ ACT:THE ENTERPRISING KITCHEN PROJECT:0007 YEAR:2007 

SOURCE:US DEPARTMENT OF HOUSI RECIPIENT:CHICAGO 

=============================================================================== 

 

F6=CLEAR F7=PREV F17=UP F18=DOWN F20=CREATE VOUCHER 

Currently in IDIS, program income (PI) can be drawn in place of entitlement (EN) funds for an activity. If 

both EN and PI are available to draw for an activity, both are listed. If the amount in the FUNDED field for 

PI is blank, then the DRAW AMOUNT for EN plus the DRAW AMOUNT for PI cannot exceed the AVAILABLE

amount for EN. 

As with activity funding, amounts are drawn FIFO from the funding source. 

Field Description 

ACT The activity ID you entered on the previous screen. 

DRAW AMOUNT Enter the amount to be drawn from this funding source for this activity. The 

amount cannot exceed the amount shown in AVAILABLE for this source. 

Enter amounts as dollars and cents, without commas. If you input a whole 

dollar amount, IDIS will append the ‘.00’. 

PGM The code for the CPD program that provided the funds—B (CDBG), 

M (HOME), H (HOPWA), or S (ESG). 

FT The fund type. For entitlement CDBG: 

EN Entitlement 

AD Administration 

PI Program Income 

RL Revolving Loan Fund 

SU Subgrant 
Drawdowns 

5-5 

Field Description 

ST The source type. For entitlement CDBG, the fourth and fifth characters of the 

CDBG grant number: 

MC Metropolitan City 

UC Urban County 

RT The recipient type. For entitlement CDBG: 

LG Local Government 

B2 Subgrantee/Subrecipient 

E2 Subgrantee/Subrecipient 

FUNDED The amount committed to this activity from this funding source. 

DRAWN The amount drawn to date for this activity from this funding source. 

AVAILABLE The amount still available to draw for this activity from this funding source, 

equal to FUNDED minus DRAWN. 

PRIOR-YR-FLAG This field is displayed only if the REQUESTED SUBMISSION DATE of the voucher 

(see page 5-3) is within the first 90 days of your program year. If you want 

the draw to be attributed to the previous program year, type Y. Otherwise, 

leave the field blank. 

SOURCE The name of the source of this funding. 

RECIPIENT The name of the recipient of this funding. 

When you are done inputting draw amounts on the screen, press <Enter> to save your data. If funding 

sources are displayed on more than one screen, press <F18> to display the next screen and <F17> to 

display the previous one. Caution: If you don’t press <Enter> before paging forward or back, data you 

entered on the current screen will not be saved. 

When you have finished entering all draws for all activities, press <F20> (Shift + F8) to create the 

voucher and display the next screen. 
Drawdowns 

5-6 

Create Drawdown Screen MD14 

This screen displays the draw amounts by funding source for each activity. 

 02/11/08 10:35 CREATE DRAWDOWN C04MD14 

 

 DRAWDOWN FOR : CHICAGO ACT OWNER : CHICAGO 

 REQUESTED SUBMISSION DATE: MM / DD / CCYY <-- TO LOCCS (MM/DD/CCYY FORMAT) 

 HUD ACTIVITY 

 000000007968 CDBG EN MC LG 15000.00 PHOEBE'S PLACE INC. 

 000000007968 CDBG PI MC LG 5763.00 PHOEBE'S PLACE INC. 

 000000007957 CDBG PI MC LG 15000.00 THE ENTERPRISING KITC 

 PRESS F20 AGAIN TO CONFIRM DRAWDOWN REQUEST 

 F4 = MAIN MENU F6 = CLEAR F7 = PREV F9 = GO TO F17 = UP F18 = DOWN 

If an activity number, funding source, or draw amount is not as you want it, press <F7> to redisplay the 

MD11 screen and correct your input. 

Otherwise, press <F20> to confirm the draw request. A confirmation message displays the voucher 

number and the total voucher amount. 
Drawdowns 

5-7 

APPROVE DRAWDOWNS 

Two security rules are applied the approval of all drawdown requests in IDIS: 

1. Only grantee users can approve draws. 

2. The user who creates a draw cannot also approve it. 

To access the approval function, select Drawdown Menu option 06 and press <Enter>. 

Approve Drawdowns Screen MD12 

This screen is used to review, approve, and revoke approval of drawdowns. On initial display, no 

vouchers are listed. 

02/11/08 11:44 APPROVE DRAWDOWNS C04MD12 

 ------------------- 

DATE: __ / __ / ____ VOUCHER NUM: _______ HUD ACTIVITY NUM: ____________ 

 

SELECTION: X - INQUIRE, A - APPROVE, K - REVOKE PAGE: 001 

 VOUCHER LINE VOUCHER HUD ACT VOUCHER PGM PR SRCE FUND DRAWDOWN 

S NUMBER ITEM DATE NUMBER STATUS CD YR TYPE TYPE AMOUNT 

- ------- ---- ---------- ------- ---------- --- -- ---- ---- --------------- 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

 

PRESS ENTER TO CONTINUE; DATE, VOUCHER AND ACTIVITY ARE OPTIONAL (NUMERICS) 

 F4 = MAIN MENU F7 = PREV F12 = EXIT IDIS F17 = UP F18 = DOWN 

If you press <Enter> all vouchers are listed, from oldest to newest, including completed and cancelled 

ones. Instead, use the three fields at the top of the screen to limit the display. Enter a: 

• DATE to limit the display to vouchers created on or after that date. 

• VOUCHER NUM to limit the display to that voucher (fuzzy searches are not allowed). 

• HUD ACTIVITY NUM to limit the display to vouchers with draws for that activity. 

Press <Enter> to display all the vouchers that meet the criteria you have specified: 
Drawdowns 

5-8 

02/11/08 11:45 APPROVE DRAWDOWNS C04MD12 

 ------------------- 

DATE: __ / __ / ____ VOUCHER NUM: 1501776 HUD ACTIVITY NUM: ____________ 

 

SELECTION: X - INQUIRE, A - APPROVE, K - REVOKE PAGE: 001 

 VOUCHER LINE VOUCHER HUD ACT VOUCHER PGM PR SRCE FUND DRAWDOWN 

S NUMBER ITEM DATE NUMBER STATUS CD YR TYPE TYPE AMOUNT 

- ------- ---- ---------- ------- ---------- --- -- ---- ---- --------------- 

_ 1501776 01 02/11/2008 7968 OPEN B MC EN $15000.00 

_ 1501776 02 02/11/2008 7968 OPEN B MC PI $5763.00 

_ 1501776 03 02/11/2008 7957 OPEN B MC PI $15000.00 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

_ _______ __ __________ _______ ____________ _ _ __ __ _______________ 

 

SELECT A DRAWDOWN TRANSACTION TO WORK WITH, PRESS ENTER 

 F4 = MAIN MENU F7 = PREV F12 = EXIT IDIS F17 = UP F18 = DOWN 

Notice that a single voucher is made up of one or more line items. The number of line items in a voucher 

is determined by IDIS, and depends on the number of activities draws have been requested for, the 

number of funding sources for each activity, and the number of grants used to satisfy the draw amount. 

Draws with a VOUCHER STATUS of OPEN need to be approved before they will be sent to LOCCS for 

payment. 

The only input field on this screen is S(election). 

Field Description 

S(election) The selection codes are listed at the top of the screen: 

X – Inquire (this is explained on page 5-12) 

A – Approve 

K – Revoke approval 

VOUCHER NUMBER The voucher number generated when the drawdown request was created. 

LINE ITEM The line item number, assigned by IDIS. 

VOUCHER DATE The date the voucher was created. 

HUD ACT NUMBER The IDIS activity for which funds are being drawn. 

VOUCHER STATUS One of the following: 

OPEN – Initial status of a voucher, assigned when it is created 

APPROVED – Approved for submission to LOCCS 

PENDING – Approved but not yet submitted to LOCCS 

CANCELLED – An OPEN voucher/line item that was cancelled by the 

grantee 

COMPLETED – Paid through LOCCS 

REVISED – All or a portion of the drawn amount has been allotted to 

another activity 
Drawdowns 

5-9 

Field Description 

PGM CD The code for the CPD program that provided the funds—for CDBG, it is B. 

PR YR (Prior Year) A Y in this field means that the draw for this line item is to be attributed to 

the prior program year (for details, see the description of the PRIOR-YR-FLAG

field on page 5-5). 

If PR YR is blank, the draw will be attributed to the current program year. 

SRCE TYPE The source type. For entitlement CDBG, the fourth and fifth characters of the 

CDBG grant number: 

MC Metropolitan City 

UC Urban County 

FUND TYPE The fund type. For entitlement CDBG: 

EN Entitlement 

AD Administration 

PI Program Income 

RL Revolving Loan Fund 

SU Subgrant 

DRAWDOWN AMOUNT The amount of funds requested for this line item. 

Enter A next to each voucher line item with a status of OPEN that you want to approve. If you want to 

approve all the line items on a particular voucher, you only have to type an A next to one of its line 

items. When you have made your selections, press <Enter> to continue. 
Drawdowns 

5-10 

Confirm Voucher Approval Screen MD13 

On this screen, you can change the date the voucher/line item will be submitted to LOCCS for payment or 

choose to approve all the line items of a particular voucher: 

02/11/08 11:48 CONFIRM VOUCHER APPROVAL C04MD13 

 -------------------------- 

 

VOUCHER NUMBER: 1501776/0001 BATCH: 0000000 BATCH DATE: 01-01-0001 

LOCCS GRANT NUM: B07MC170006 LOCCS CNTL NUM: 000000000 

TRANSACTION TYPE: PAYMENT CREATION DATE: 02-11-2008 

IDIS STATUS: OPEN LOCCS STATUS: NO STATUS SET 

PROGRAM AREA: CDBG FISCAL YEAR: 2007 SOURCE TYPE: MC RECIPIENT TYPE: LG 

PRIOR YEAR: _ FUND TYPE: EN DRAWDOWN AMOUNT: $15,000.00 

HUD ACT NUM: 000000007968 NAME: PHOEBE'S PLACE INC. 

 

PAY TO: 171296 / 00001 GRANTEE NAME: CHICAGO 

 APPROVAL OPTIONS 

 ------------------ 

VOUCHER SUBMISSION DATE: 02 / 12 / 2008 ALL LINE ITEMS ? : N 

 F4 = MAIN MENU F7 = PREV F12 = EXIT IDIS 

 

The VOUCHER SUBMISSION DATE shown will be today’s date, unless the person who created the draw input a 

different REQUESTED SUBMISSION DATE (see page 5-3). If you change the date to some time in the future, 

keep in mind that vouchers not submitted within 90 days of their creation are automatically cancelled by 

IDIS. 

If you want to approve all the line items on a voucher, change ALL LINE ITEMS to Y. 

To approve the voucher/line item, press <Enter> twice. If you don’t want to approve it, press <F7> 

instead. 

Once approved, the VOUCHER STATUS on the MD13 screen is changed from OPEN to APPROVED. The 

voucher/line items will be sent to LOCCS on the VOUCHER SUBMISSION DATE. 

Revoking Approval of a Drawdown 

To revoke approval of a draw, follow the instructions on page 5-7 to display the pertinent voucher/line 

items. Type K in the selection field of each APPROVED line item you want to revoke approval of, and 

press <Enter>. The VOUCHER STATUS is changed from APPROVED to OPEN. 
Drawdowns 

5-11 

MAINTAIN DRAWDOWNS 

To view, cancel, or revise drawdowns, select Drawdown Menu option 05 and press <Enter> to display 

the first Maintain Drawdowns screen. 

02/15/08 08:29 MAINTAIN DRAWDOWNS C04MD53 

 -------------------- 

DATE: __ / __ / ____ VOUCHER NBR: _______ HUD ACTIVITY NUM: ____________ 

 

SELECTION: X - INQUIRE, C - CANCEL, R - REVISE PAGE: 

 VOUCHER LINE VOUCHER HUD ACT VOUCHER PGM PR SRCE FUND DRAWDOWN 

S NUMBER ITEM DATE NUMBER STATUS CD YR TYPE TYPE AMOUNT 

- ------- ---- ---------- ------- ---------- --- -- ---- ---- 

PRESS ENTER TO CONTINUE; DATE, VOUCHER AND ACTIVITY ARE OPTIONAL 

F4 = MAIN MENU F7 = PREV F12 = EXIT IDIS F17 = UP F18 = DOWN 

This screen shows the same information and works very much like Approve Drawdowns screen MD12 

(see page 5-7). Instead of approving vouchers, though, it is used to view, cancel, or revise them. 

As on the approve screen, input a DATE, VOUCHER NUMBER, or HUD ACTIVITY NBR to limit the number of line 

items displayed. If no criteria are entered, all vouchers are listed, from oldest to newest, including 

completed and cancelled ones. 

Press <Enter> to display all the vouchers that meet the criteria you have specified. 
Drawdowns 

5-12 

Viewing Drawdowns 

Enter X next to each voucher line item that you want to view and press <Enter>. The Inquire Drawdown 

screen is displayed for each item you selected: 

02/15/08 08:30 INQUIRE DRAWDOWN C04MD08 

 ------------------ 

VOUCHER NUMBER: 1501776/0001 BATCH: 0002514 BATCH DATE: 02/11/2008 

LOCCS GRANT NUM: B07MC170006 LOCCS CNTL NUM: 000000000 

TRANSACTION TYPE: PAYMENT CREATION DATE: 02/11/2008 

IDIS STATUS: APPROVED LOCCS STATUS: APPROVED 

PROGRAM AREA: CDBG FISCAL YEAR: 2007 SOURCE TYPE: MC RECIPIENT TYPE: LG 

PRIOR YEAR: FUND TYPE: EN DRAWDOWN AMOUNT: $15,000.00 

HUD ACT NUM : 000000007968 NAME: PHOEBE’S PLACE INC. 

 

VOUCHER APPROVAL DATE: 02/11/2008 VOUCHER SUBMISSION DATE: 02/11/2008 

PAY TO: 171296 / 00001 GRANTEE NAME: CHICAGO 

=============================================================================== 

 LINE OF CREDIT CONTROL SYSTEM CONFIRMATION 

 -------------------------------------------- 

CONFIRM BATCH: _______ DATE: __________ UPDATE BATCH: _______ DATE: __________ 

 

CONFIRMATION CODE: P00 PROCESSED 

PAY METHOD: A SCHEDULE NUMBER: LH2772 RESCHEDULE: ___ EFFECT DATE: __________ 

SPECIAL REMARK: ________________________________________ 

F4 = MAIN MENU F7 = PREV F8 = NEXT F12 = EXIT IDIS 

All fields are read-only. 

Field Description 

VOUCHER NUMBER The voucher number and line item. 

BATCH and BATCH DATE The number of the file containing the line item and the date it was received 

by LOCCS. If the BATCH DATE field is blank, the line item has not been 

received by LOCCS yet. 

LOCCS GRANT NUM The specific grant from which the funds for this line item were drawn. 

CREATION DATE The date the voucher was added on the Create Drawdown screen. 

IDIS STATUS One of the following: 

OPEN – Initial status of a voucher, assigned when it is created 

APPROVED – Approved for submission to LOCCS 

PENDING – Approved but not yet submitted to LOCCS 

CANCELLED – An OPEN voucher/line item that was cancelled by the PJ 

COMPLETED – Paid through LOCCS 

REVISED – All or a portion of the drawn amount has been allotted to 

another activity 

LOCCS STATUS One of the following: 

NO STATUS SET – The voucher has not yet been sent to LOCCS. 

PENDING – Sent to LOCCS and awaiting response 
Drawdowns 

5-13 

Field Description 

APPROVED – Sent to LOCCS, approved by LOCCS, and sent on to 

Treasury. 

REJECTED – Rejected by LOCCS. 

TREASURY REJECTED – Approved by LOCCS but rejected by Treasury. 

RESCHEDULED – Sent to LOCCS, will be either approved or rejected at 

a later date. 

ON HOLD – Sent to LOCCS and being held in LOCCS for resubmission to 

Treasury. 

OPEN – In transition, being sent either from IDIS to LOCCS or from 

LOCCS to IDIS. 

PROGRAM AREA The code for the CPD program that provided the funds—for CDBG it is B. 

FISCAL YEAR The year of the grant from which funds were drawn. For CDBG, it is the 

second and third character of the LOCCS GRANT NUM expressed as a fourdigit year. 

SOURCE TYPE The source type of the grant from which funds were drawn. For CDBG 

entitlements, the fourth and fifth characters of the LOCCS GRANT NUM: 

MC Metropolitan City 

UC Urban County 

RECIPIENT TYPE The type of the organization for whom the funds were drawn. For 

entitlement CDBG: 

LG Local Government 

B2 Subgrantee/Subrecipient 

E2 Subgrantee/Subrecipient 

PRIOR YEAR A Y in this field means that the creator of the draw indicated that it is to be 

attributed to the prior program year. If the field is blank, the draw will be 

attributed to the current program year. 

FUND TYPE The fund type. For entitlement CDBG: 

EN Entitlement 

AD Administration 

PI Program Income 

RL Revolving Loan Fund 

SU Subgrant 

DRAWDOWN AMOUNT The amount requested for this line item. 

HUD ACT NUM The IDIS activity for which funds were requested. 

NAME The name of the IDIS activity. 

VOUCHER APPROVAL 

DATE 

The date this line item was approved on the Approve Drawdowns screen. 

VOUCHER SUBMISSION 

DATE 

The date this line item was submitted to LOCCS for payment. 

PAY TO The UOG code/number and name of the organization receiving the wiretransfer of funds. 

LINE OF CREDIT 

CONTROL SYSTEM 

CONFIRMATION 

For information on these fields, refer to Chapter 7 of the IDIS Reference 

Manual. 
Drawdowns 

5-14 

Canceling Drawdowns 

Drawdowns with a status of OPEN may be cancelled. 

Start on the Maintain Drawdowns screen (MD53) and follow the procedure outlined on page 5-11 to limit 

the number of items displayed. Enter C in the selection field of each OPEN item you want to cancel and 

press <Enter>. The Cancel Drawdown screen is displayed for each item you selected. 

02/19/08 17:30 CANCEL DRAWDOWN C04MD08 

 ------------------ 

VOUCHER NUMBER: 1247446/0001 BATCH: 0000000 BATCH DATE: __________ 

LOCCS GRANT NUM: B04MC170201 LOCCS CNTL NUM: 000000000 

TRANSACTION TYPE: PAYMENT CREATION DATE: 02/19/2008 

IDIS STATUS: OPEN LOCCS STATUS: NO STATUS SET 

PROGRAM AREA: CDBG FISCAL YEAR: 2004 SOURCE TYPE: MC RECIPIENT TYPE: LG 

PRIOR YEAR: FUND TYPE: EN DRAWDOWN AMOUNT: $10,000.00 

HUD ACT NUM : 000000006367 NAME: HOME PURCHASE ASSISTANCE 

 

VOUCHER APPROVAL DATE: VOUCHER SUBMISSION DATE: 

PAY TO: 171296 / 00001 GRANTEE NAME: CHICAGO 

=============================================================================== 

 LINE OF CREDIT CONTROL SYSTEM CONFIRMATION 

 -------------------------------------------- 

CONFIRM BATCH: _______ DATE: __________ UPDATE BATCH: _______ DATE: __________ 

 

CONFIRMATION CODE: ______________________________ 

PAY METHOD: SCHEDULE NUMBER: ______ RESCHEDULE: ___ EFFECT DATE: __________ 

SPECIAL REMARK: ________________________________________ 

DD016I PRESS ENTER AGAIN TO CONFIRM CANCELLATION OF SELECTED ROWS 

F4 = MAIN MENU F7 = PREV F8 = NEXT F12 = EXIT IDIS 

 

The fields on this screen are identical to those on the Inquire Drawdown screen (see page 5-12). 

Press <Enter> twice to cancel the draw. If you don’t want to cancel it, press <F7> instead. 
Drawdowns 

5-15 

Revising Drawdowns 

Drawdowns with a status of OPEN or COMPLETE may be revised. Revision of a draw lets you assign all or 

part of a draw to another activity. The activity that the draw is being revised to must have sufficient 

funding from the same source (same source organization, recipient organization, and fund type) as the 

drawdown. If the funding source is not the same, you cannot revise the draw on-line. Please contact the 

TAU for assistance when this type of revision is necessary. 

Start on the Maintain Drawdowns screen (MD53) and follow the procedure outlined on page 5-11 to limit 

the number of items displayed. Enter R in the selection field of the OPEN or COMPLETE item you want to 

revise and press <Enter>. The Revise Drawdown screen is displayed. 

02/14/08 17:20 REVISE DRAWDOWN C04MD52 

 ----------------- 

VOUCHER NUMBER: 1236612/0001 BATCH: 0002498 BATCH DATE: 02/01/2008 

LOCCS GRANT NUM: B05MC170201 LOCCS CNTL NUM: 000000000 

TRANSACTION TYPE: PAYMENT CREATION DATE: 02/01/2008 

IDIS STATUS: APPROVED LOCCS STATUS : APPROVED 

PROGRAM AREA: CDBG FISCAL YR: 2005 SOURCE TYPE: MC RECIPIENT TYPE: LG 

PRIOR YEAR: FUND TYPE: EN DRAWDOWN AMOUNT: $22,000.00 

HUD ACT NUM: 000000028544 NAME: TBRA 

 

VOUCHER APPROVAL DATE: 02/01/2008 VOUCHER SUBMISSION DATE: 02/01/2008 

PAY TO: 171296 / 00001 GRANTEE NAME: CHICAGO 

 ENTER REVISED ACTIVITY AND AMOUNT DETAILS 

 ------------------------------------------- 

 HUD ACTIVITY NAME: 

REVISED HUD ACTIVITY NUMBER: ____________ 

REVISED DRAWDOWN AMOUNT: __________________ 

 

 SPECIAL REMARK: PROCESSED 

F4 = MAIN MENU F7 = PREV F8 = NEXT F12 = EXIT IDIS 

The upper section of the screen displays the same information shown on the Inquire Drawdown screen 

(see page 5-12). 

In REVISED ACTIVITY NUMBER, enter the ID of the activity you want to apply the draw to. In REVISED 

DRAWDOWN AMOUNT, enter the amount of the draw to be applied. The amount cannot exceed the amount 

of the original draw (shown in the DRAWDOWN AMOUNT field) and the activity being revised to must have 

sufficient funding from the same funding source to cover the revised amount. 

Once you have entered a valid activity ID and amount, press <Enter>. The screen is redisplayed with the 

revision data filled in. Press <Enter> again to execute the revision and return to the MAINTAIN DRAWDOWNS

screen. It shows the drawdown with a status of REVISED and one or two new line items for the new 

drawdown. Once the revision has been completed, the original drawdown is no longer valid. 



6-1 

Chapter 6 

UPDATING ACTIVITIES 

This chapter covers the two ways you can access an activity to finish setting it up, modify previously 

entered setup or accomplishment data, or change its status code. 

THE REVISE ACTIVITY OPTION 

Choose Main Menu option B, Revise Activity, and press <Enter> to display Revise Activity screen 

C04MA09. 

 11/10/07 15:42 REVISE ACTIVITY C04MA09 

 

 CURRENT OWNER: BURLINGTON 

 CPS PROJECT NUMBER: ____ PROGRAM YEAR: ____ 

 PROJECT TITLE: ___________________________________________________________ 

 GRANTEE ACTIVITY NBR: __________________ HUD ACTIVITY NBR: ____________ 

 SELECTION: X - REVISE ACTIVITY C - COPY ACTIVITY M - MOVE ACTIVITY 

SEL HUD ACTIVITY GRANTEE ACT ACTIVITY NAME ACTIVITY 

ONE NUMBER NUMBER STATUS 

 _ ____________ __________________ __________________________ _________ 

 _ ____________ __________________ __________________________ _________ 

 _ ____________ __________________ __________________________ _________ 

 _ ____________ __________________ __________________________ _________ 

 _ ____________ __________________ __________________________ _________ 

 _ ____________ __________________ __________________________ _________ 

 _ ____________ __________________ __________________________ _________ 

 _ ____________ __________________ __________________________ _________ 

 

 F1 = OWNER HELP F2 = PROJ HELP F4 = MAIN MENU F5 = PROJ INFO 

 F7 = PREV F8 = NEXT F17 = UP F18 = DOWN 

The only purpose of the screen is for you to identify the activity you want to update. To do so, you can: 

• Enter the activity’s HUD ACTIVITY NBR (you don’t have to type in the leading zeros). 

• Input the activity’s CPS PROJECT NUMBER and PROGRAM YEAR (and optionally GRANTEE ACTIVITY NBR), 

and press <Enter>. The MA09 screen is redisplayed showing all of the activities that have been 

set up under that project (and with that grantee activity number, if one has been entered). 

<Tab> to the one to be updated and input an X* in the SEL(ECT) ONE field next to it. 

• Press <F2> to display a list of your projects by program year. <Tab> to the project you want to 

select, enter X, and press <Enter>. The MA09 screen is redisplayed showing all of the activities 

that have been set up under the selected project. <Tab> to the one to be updated and input an 

X in its SEL(ECT) ONE field. 

 

Once you have identified the activity to be updated, press <Enter> to display screen MA10, Revise 

Activity. It is similar to the first Common Path screen shown when you add a new activity (see page 2-1), 

__________________ 

 *For information about the other two selection codes (C to copy an activity, M to move it to another 

program year and/or project) that can be entered in the SEL ONE field, refer to Chapter 4 of the IDIS 

Reference Manual. 
Updating Activities 

6-2 

except that the CPS PROJECT NUMBER and PROGRAM YEAR fields are protected. As you work through the 

activity update process, the second, third, and fourth Common Path screens are displayed in update 

mode. 

THE GO TO OPTION 

Another way to access an activity for update is to choose Main Menu option K and press <Enter> to 

display the Go To Menu. 

 11/10/07 THE INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM C04MM01 

 15:43:20 

 

 GO TO MENU 

 01 ACCOMPLISHMENTS SCREEN 

 02 MONEY SCREEN 

 03 CDBG SCREEN 

 04 HOME SCREEN 

 05 ESG SCREEN 

 06 HOPWA SCREEN 

 

 TYPE SELECTION AND PRESS ENTER K 00 

 F4 = MAIN MENU F7 = PREV 

In the SELECTION field, type: 

01 to go to Common Path screen C04MA04 (shown on page 2-6) 

02 to go to Common Path screen C04MA08 (see page 2-10) 

03 to go to CDBG01, the first common CDBG-specific screen (page 3-2) 

When you press <Enter>, the Revise Activity screen is displayed. Follow the instructions on the previous 

page to identify the activity you want to update, and then press <Enter>. The screen you selected on the 

Go To Menu is displayed. 

 
7-1 

Chapter 7 

ACCOMPLISHMENT REPORTING AND ACTIVITY 

COMPLETION 

Accomplishments must be reported for all CDBG activities except those that do not meet a national 

objective (activities with a matrix code of 19F, 19G, 20, 21*, or 22). 

HUD urges you to report activity accomplishments as they are achieved, but at least quarterly. You are 

required to report accomplishments for each program year the activity is open and at activity completion. 

The only exception to quarterly/annual reporting is public facilities, which should not be reported until the 

facility is complete. 

The reporting and activity completion process consists of four steps: 

1. Filling in the actual accomplishments portion of Common Path screen C04MA04. 

2. Updating the common CDBG-specific screens as needed. 

3. Completing a series of CDBG accomplishments/performance measurement screens based on the 

activity’s national objective and matrix code. 

4. Updating the activity status code to 2-Complete. 

The first three steps are repeated for each year an activity is open. The last step is performed only when 

the activity is complete. Each of the four steps is explained below. 

STEP 1: FILLING IN COMMON PATH SCREEN C04MA04 

Follow the instructions on page 6-1 to access the activity for which accomplishments are to be reported. 

Go to C04MA04, the third Common Path screen. 

 12/10/07 16:19 SETUP ACTIVITY C04MA04 

 

 GRANTEE ACTIVITY NBR: CDBG07-163 HUD ACTIVITY NBR: 000000005452 

 ACTIVITY NAME: CARLISLE APARTMENTS REHAB 

 ACTIVITY STATUS CODE: 3 UNDERWAY COMPLETION DATE: __ / __ / ____ 

 ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY (Y/N): N 

 ACCOMPLISHMENT DATA: REPORT YEAR: 2007 

 TYPE UNITS 

 PROPOSED 10 HOUSING UNITS 8 

 ACTUAL __ _________ 

 

 ACCOMPLISHMENTS NARRATIVE: 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 

 F1 = HELP F3 = VALD F4 = MAIN F5 = PROJ INFO F7 = PRV F8 = NXT F9 = SAVE 

 F10 = MA09 F11 = INSRT F13 = DELET F14 = UPD LG NARR F17 = BACK F18 = FWD 
Accomplishment Reporting and Activity Completion 

7-2 

Input actual accomplishments by program year (called REPORT YEAR on this screen) for each year the 

activity is open and at completion. 

Note that you must complete an MA04 screen for each program year an activity is open, whether or not

there are accomplishments to report. Until you do, you will not be able to change the ACTIVITY STATUS 

CODE to 2-Complete. 

Field Description 

ACCOMPLISHMENTS FOR 

THIS ACTIVITY 

REPORTED AT ANOTHER 

ACTIVITY (Y/N) 

Change this field to Y if accomplishments for the activity are being reported 

under another CDBG activity. 

If you change the field to Y: 

• In the ACCOMPLISHMENT NARRATIVE field, be sure to identify the HUD

ACTIVITY NUMBER where the accomplishments are reported. 

• Do not input accomplishment data on this or any other CDBG screen 

for the activity. 

REPORT YEAR REPORT YEAR (usually called “program year” or “plan year”) is the year that 

you are reporting accomplishments for. 

For multi-year activities: 

• To add accomplishment data for a new year, press <F11>, type in 

the new REPORT YEAR, and enter the new accomplishments. Do not 

include accomplishments that have been reported in a previous year. 

• Once accomplishments have been entered for more than one year 

on MA04, use <F17> (Shift + F5) to view accomplishments for an 

earlier year; for later years, press <F18> (Shift +F6). 

PROPOSED 

ACCOMPLISHMENTS 

The proposed ACCOMPLISHMENT TYPE and UNITS fields were input at activity 

setup (see page 2-7). 

ACTUAL 

ACCOMPLISHMENTS: 

TYPE 

The proposed and actual ACCOMPLISHMENT TYPE codes must be the same (and 

for multi-year activities, must be the same across all years). 

ACTUAL 

ACCOMPLISHMENTS: 

UNITS 

Report actual UNITS for each program year an activity is open and at the 

completion of an activity. The only exception is public facilities, which should 

not be reported until the facility is complete. 

ACCOMPLISHMENTS 

NARRATIVE 

Describe the progress made toward achieving accomplishments in this 

REPORT YEAR. 

You may want to cite the percentage of the activity that has been 

completed, explain undue delays, provide a timeframe for completing the 

activity and meeting a national objective, and/or explain why 

accomplishments have not yet been reported. If the ACCOMPLISHMENTS FOR 

THIS ACTIVITY ARE REPORTED UNDER ANOTHER ACTIVITY field is Y, specify that 

HUD ACTIVITY NUMBER here and explain the relationship between the 

activities. 

If you need more than six lines for the narrative, press <F9> to save your 

data, then press <F14> (Shift + F2). Enter additional narrative on the 

screen that is displayed. When you are finished, press <F9> to save your 

input, then press <F7> to return to the MA03 screen. 
Accomplishment Reporting and Activity Completion 

7-3 

Additional Function Keys 

These additional function keys are available on the MA04 screen: 

Key Function 

F10 = MA09 Go to Revise Activity screen MA09 (see page 6-1), to select a different 

activity for update. 

F11 = INSRT Insert accomplishment data for a new REPORT YEAR. 

F13 = DELET Delete accomplishment data for a REPORT YEAR. On most keyboards, <Shift + 

F1> is equivalent to <F13>. 

F14 = UPD LG NARR Access the screen for adding or updating additional ACCOMPLISHMENT 

NARRATIVE for the program year displayed in the REPORT YEAR field. On most 

keyboards, <Shift + F2> is equivalent to <F14>. 

Caution! If you press <F14> without pressing <F9>, any narrative you have 

entered on the MA04 screen will be lost. 

F17 = BACK For multi-year activities only: Show the MA04 screen for an earlier REPORT 

YEAR. On most keyboards, <Shift + F5> is equivalent to <F17>. 

F18 = FWD For multi-year activities only: Show the MA04 screen for later REPORT YEAR. 

On most keyboards, <Shift + F6> is equivalent to <F18>. 

Common Mistakes 

REPORT YEAR

Report actual accomplishments for each program year an activity is open. Do not input cumulative 

accomplishments. 

ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY (Y/N) 

• When you set up multiple activities for a single undertaking, report the accomplishments under only 

one activity. 

Example 1: Say that for the acquisition and rehabilitation of the Marbury Apartments at 1014 

Graham Place, you set up an acquisition activity and a rehabilitation activity. You should enter Y

in ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY for the acquisition activity, and 

input all accomplishments under the rehab activity. 

Example 2: In instances where you set up a separate activity to track the delivery costs for 

another activity, set ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY to Y for the 

delivery costs activity and report all accomplishments under the other activity. 

• Enter actual accomplishments for a rehabilitation administration (14H) activity if CDBG funds are used 

to run a rehab program but not to perform the actual rehab. If CDBG money is also used to perform 

the rehab (which should be set up as a separate activity), then be sure to enter Y in ACCOMPLISHMENTS 

FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY for the delivery costs activity. 

• Report actual accomplishments for an economic development (18*) activity if CDBG funds are used 

to run a loan/grant program but not to make the loan/grant. If CDBG money is also used to provide 

the loan or grant (which should be set up as a separate activity), then be sure to enter Y in 

ACCOMPLISHMENTS FOR THIS ACTIVITY REPORTED AT ANOTHER ACTIVITY for the delivery costs activity. 

• If you answer Y here, then do not input proposed or actual accomplishments on this or any other 

CDBG screen for the activity. 
Accomplishment Reporting and Activity Completion 

7-4 

ACTUAL UNITS

• Some grantees mistakenly report only low/mod accomplishments on the MA04 screen. All actual 

accomplishments should be reported here; you will identify the number of low/mod accomplishments 

on CDBG-specific screens. 

• When the ACCOMPLISHMENT TYPE is 01-People, HUD prefers that you report unduplicated counts of 

persons served. For an activity where that is not realistic, report the units of service provided. 

• When the ACCOMPLISHMENT TYPE is 04-Households, report the number of households assisted, not the 

number of individuals. Count each household as one, regardless of the number of persons in the 

household. 

• When the ACCOMPLISHMENT TYPE is 13-Jobs: 

9 report the number of jobs expected to be created/retained, not the LMI population or total 

population of a jurisdiction 

9 include all jobs, not just LMI jobs 

9 count the number of jobs as full-time equivalents (FTEs) 

9 report each job one time: do not report the same job under more than one activity and in 

one activity do not report the same job in multiple program years 

STEP 2: UPDATING THE COMMON CDBG-SPECIFIC SCREENS 

When you have finished inputting actual accomplishments on the MA04 screen, press <Enter> to display 

C04MA08 (see page 2-10). Type X next to CDBG and press <Enter> to display the CDBG National 

Objective screen, the first of the common CDBG-specific screens. 

Update the data on screens CDBG01 through CDBG06 as needed, following the instructions provided in 

Chapter 3. 

STEP 3: COMPLETING THE CDBG ACCOMPLISHMENT SCREENS 

Annual accomplishments for a CDBG activity are reported on the screens that follow CDBG06 (see page 

3-11). 

The importance of providing HUD with accurate accomplishment data on a timely basis cannot be 

overemphasized. Failing to do so results in the underreporting of CDBG accomplishments to Congress, 

the Office of Management and Budget, and other Federal oversight agencies, and may put future funding 

of the program at risk. 

The accomplishment screens that you will be required to complete depend on the national objective you 

have assigned to the activity: 

If the national objective is... Turn to... 

LMA Chapter 8 

LMC Chapter 9 

LMH Chapter 10 

LMJ Chapter 11 

SBA, SBR, SBS, URG Chapter 12 
Accomplishment Reporting and Activity Completion 

7-5 

STEP 4: UPDATING THE ACTIVITY STATUS CODE 

The final step in the processing of a CDBG activity is to update the ACTIVITY STATUS CODE on the C04MA04 

screen (see page 7-1). 

Change the status to 2-Complete once all the funds have been spent, the national objective has been 

met, and all accomplishments have been reported. The status can be changed to 2 only if its current 

status is 3 (indicating that funds have been drawn) and all required CDBG information has been entered. 

If any required data fields are missing, the system displays an error message. 

Type 2 in the ACTIVITY STATUS CODE field and press <F9> to save your data. When you do, the system 

automatically sets the COMPLETION DATE field to today’s date. To modify the system-assigned COMPLETION 

DATE, first change the ACTIVITY STATUS CODE from 2 to 3 and save the change. Then set the ACTIVITY 

STATUS CODE back to 2 and press <Enter>. The COMPLETION DATE field becomes unprotected. Update the 

field, and press <F9> to save. 

When the status is successfully updated to “Complete,” no further updates are permitted. Any undrawn 

funds that have been committed to the activity through the Activity Funding option will be released, and 

both the estimated and funded amounts will be adjusted to equal the drawn amount. 



8-1 

Chapter 8 

LMA ACTIVITIES 

This chapter covers the screens that are completed for activities with a national objective of: 

 LMA Low/mod area benefit 

 LMAFI Low/mod area benefit, community development financial institution (CDFI) 

 LMASA Low/mod area benefit, neighborhood revitalization strategy area (NRSA) 

The LMA screens are displayed after you have filled in the Common Path (Chapter 2) and the common 

CDBG screens (Chapter 3) for an activity. They are: 

Page Screen Displayed for 

8-2 CDBG07: CDBG Area Benefit Data All LMA* 

8-4 CDBG17: Public Services/Public Facilities and 

 Improvements 

Matrix codes 03* and 

05* 

8-6 CDBG31: Homeless Prevention LMA/05C and HELP 

PREVENT HOMELESSNESS

field on MA03 is Y 

8-8 CDBG11: CDBG Job Creation/Retention LMAFI/LMASA 

8-11 CDBG26: Job Creation LMAFI/LMASA 

8-13 CDBG27: Job Retention LMAFI/LMASA 

8-15 CDBG28: Assistance to Businesses 14E, 17*, and 18* 

8-17 CDBG29: Assistance to Businesses – Part 2 14E, 17*, and 18* 

When you have completed the last screen in the LMA path, the CDBG01 screen (see page 3-2) is 

displayed. 
LMA Activities 

8-2 

CDBG AREA BENEFIT DATA (CDBG07) 

CDBG07 is displayed for all LMA* activities. Data regarding the low/mod income population in the service 

area is input on this screen. 

 12/17/07 14:23 CDBG AREA BENEFIT DATA CDBG07 

 

 Grantee Activity ID IDIS Activity ID 1081 

 Activity Name LINCOLN PARK IMPROVEMENTS Natl/Obj LMA 

 Census or Survey* Data Used (C/S): _ 

 *If survey used, enter # Low/Mod and Total Population 

 Total # of Low/Mod in Service Area: 0 

 Total Low/Mod Universe Population in Service Area: 0 

 % of Low/Mod in Service Area: 0.0 % 

 LMISD Date: 2007-07-01 Capped data was used for the calculation. 

 

 County Census Page: 01 of 01 

 Code Tract <. . . . . . . . Block Groups . . . . . . . . . . > 

 ___ _______ __ __ __ __ __ __ __ __ __ __ 

 ___ _______ __ __ __ __ __ __ __ __ __ __ 

 ___ _______ __ __ __ __ __ __ __ __ __ __ 

 ___ _______ __ __ __ __ __ __ __ __ __ __ 

 ___ _______ __ __ __ __ __ __ __ __ __ __ 

 Use Capped or Uncapped data (C/U)? _ 

 Additional Entries (Y/N)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Census or Survey* Data 

Used (C/S) 

If the eligibility of the activity was determined by using Census data, enter 

C. If a survey was used, enter S. 

If Census data was used: After inputting C, <Tab> to COUNTY CODE. The 

fields you skip will be populated by the system after you enter and save 

Census tract/block group data. 

Total # of Low/Mod in 

Service Area 

For activities using survey data, enter the number of respondents who are 

LMI. 

Total Low/Mod Universe 

Population in Service Area 

For activities using survey data, enter the total number of respondents. 

% of Low/Mod in Service 

Area 

This read-only field shows the percentage of low/mod persons in the service 

area. It is equal to (TOTAL # OF LOW/MOD IN SERVICE AREA divided by TOTAL 

LOW/MOD UNIVERSE POPULATION IN SERVICE AREA) times 100. 

This percentage must be at least 51% (the minimum acceptable % for an 

“exception” grantee activity will be different) before the activity can be 

funded. 

LMISD Date This field is displayed for activities using Census data, but not until Census 

tract/block group data is entered and saved. It shows the effective date of 
LMA Activities 

8-3 

Field Description 

the low/mod income summary data (LMISD) used to populate the TOTAL # OF 

LOW/MOD and TOTAL LOW/MOD UNIVERSE POPULATION fields. For all but a few 

grantees, the date is followed by a message indicating that capped LMISD 

data was used (see Note 1 below). 

County Code Enter the FIPS county code for the area being assisted. 

At least one COUNTY CODE and CENSUS TRACT must be entered (even for 

activities using survey data) before you can save this screen. 

Census Tract Identify the Census tract contained in the service area. The required format 

for Census tracts is “nnnn.nn” (e.g., input Census tract 7 as “0007.00”). 

Block Groups If the service area includes the entire Census tract, leave these fields blank. 

Otherwise, specify each block group (not individual blocks) covered by the 

service area. 

Use Capped or Uncapped 

Data (C/U)? 

This field is only displayed for entitlement “exception” grantee activities 

using Census data. See Note 1 below for more information. 

Recalculate Percentage 

(Y/N)? 

When this field is displayed, enter Y if you want the system to recalculate 

the low/mod percentage without your changing any of the Census tract data 

(modifying or adding to existing Census tract data automatically triggers a 

recalculation). See Note 2 below for more information on when you should 

have the system recalculate the percentage. 

Additional Entries (Y/N)? If you need additional lines to enter more Census tract data, type Y and 

press <Enter>. 

When you are finished, press <Enter> to save your data and display the next screen. 

Note 1: Use Capped or Uncapped Data (C/U)? 

The LMISD is prepared using Section 8 income limits, which are calculated using fair market rent 

area definitions. The income limits are based on HUD estimates of median family income, with 

adjustments for areas that have unusually high or low income-to-housing cost ratios. Based on 

this, the Section 8 income limits are considered “capped.” A 1998 legislative change allowed HUD 

to grant an exception from the cap on low/mod income levels to 10 jurisdictions (metropolitan 

areas). Entitlement grantees in these 10 jurisdictions may elect to use either the capped or 

“uncapped” LMISD to calculate the percentage of low/mod persons in the service area. 

Note 2: A grantee’s LMISD will change when there are changes in the configuration of its geography or 

changes to income data. Changes to a grantee’s geography may increase or decrease the 

number of Census tracts and/or block groups within its boundaries, but the values associated 

with the data will change only when there are changes to income data. 
LMA Activities 

8-4 

PUBLIC SERVICES/PUBLIC FACILITIES AND IMPROVEMENTS 

(CDBG17) 

CDBG17 is displayed for LMA activities with a matrix code of 03* and 05*. It captures data on how 

persons benefited from a public service or public facilities activity. The version of the screen that is 

displayed depends on the activity’s matrix code. 

Public facilities and improvements activities (03*) 

 12/17/07 14:25 Public Services/Public Facilities and Improvements CDBG17 

 Grantee Activity ID IDIS Activity ID 1081 

 Activity Name LINCOLN PARK IMPROVEMENTS Natl/Obj LMA 

 

 Total benefiting for program year 2007 : 254 

 Of the persons assisted, enter the number that: 

 

 

 

 

 Now have new access to this type of public facility or 

 infrastructure improvement: _________ 

 Now have improved access to this type of public facility or 

 infrastructure improvement: _________ 

 That are served by public facility or infrastructure that is no 

 longer substandard: _________ 

 Total: 0 

 Homeless persons given overnight shelter: _________ 

 # of beds created in overnight shelter or other emergency housing: _________ 

 

 Insert/Delete program year(I/D)? _ 

 Total of 3 highlighted fields must = total benefiting. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Public services activities (05*) 

 11/15/07 09:39 Public Services/Public Facilities and Improvements CDBG17 

 Grantee Activity ID IDIS Activity ID 2244 

 Activity Name EMPLOYMENT TRAINING Natl/Obj LMA 

 

 Total benefiting for program year 2007: 28 

 Of the persons assisted, enter the number that: 

 Now have new access to this service or benefit: _________ 

 Now have improved access to this service or benefit: _________ 

 Now receive a service or benefit that is no longer substandard: _________ 

 Total: 0 

 

 

 

 

 

 

 

 Homeless persons given overnight shelter: _________ 

 # of beds created in overnight shelter or other emergency housing: _________ 

 

 Insert/Delete program year(I/D)? _ 

 Total of 3 highlighted fields must = total benefiting. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 
LMA Activities 

8-5 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL BENEFITING FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total benefiting for 

program year YYYY 

This read-only line shows the program year for which data is being reported 

and the beneficiary count from TOTAL LOW/MOD UNIVERSE POPULATION IN 

SERVICE AREA field on the CDBG07 screen. 

Now have new access... When the activity provides a new service or facility, enter the number of 

persons with access to the service/facility. If the activity is funded in 

subsequent years, persons benefiting in the subsequent years continue to be 

reported as having new access. 

Example: In 2006, Elwood City constructs the first senior center in the area, 

providing access to a new facility. If the grantee continues to fund the senior 

center in 2007, the persons receiving the benefit in 2007 are reported as 

having new access. 

Now have improved 

access... 

When the activity provides improved access to a service or facility, enter the 

number of persons who have improved access. 

Example: Groveton funds a job training activity. Previously, residents of 

Groveton had to drive several miles to the nearest job training center. The 

residents of Groveton now have improved access to job training. 

...that is no longer 

substandard 

When the activity provides a service or facility that is no longer substandard, 

enter the number of persons no longer subject to substandard services/ 

facilities. 

Example: Williamstown reconstructs a road to make it safer for its residents. 

Total This read-only field is populated when you press <F3> or <F9> to update 

the screen. It must equal the number in TOTAL BENEFITING FOR PROGRAM YEAR. 

Homeless persons given 

overnight shelter 

This field is displayed only if the activity matrix code is 03C or the HELP THE 

HOMELESS field on MA03 is Y. Enter the number of persons sheltered 

overnight. This cannot exceed the total number of persons benefiting. 

# of beds created in 

overnight shelter or other 

emergency housing 

This field is supposed to be displayed only if the activity matrix code is 03C 

or the HELP THE HOMELESS field on MA03 is Y. For those activities, enter the 

number of beds; for all other activities, leave the field blank. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG17 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMA Activities 

8-6 

HOMELESS PREVENTION (CDBG31) 

CDBG31 is displayed for an LMA activity only if the matrix code is 05C, the HELP PREVENT HOMELESSNESS

field on screen C04MA03 is Y, and actual ACCOMPLISHMENT UNITS have been reported on C04MA04. 

 

Performance measurement information on the number of persons provided with emergency legal 

assistance to prevent homelessness is entered on this screen. Input annual counts for the correct

program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL BENEFITING FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 12/06/07 13:46 HOMELESS PREVENTION CDBG31 

 

 Grantee Activity ID IDIS Activity ID 1583 

 Activity Name LEGAL SERVICES TO PREVENT HOMELESSNESS Natl/Obj LMA 

 Total benefiting for program year 2007 : 22 

 Of the persons assisted, enter the number that: 

 Received emergency financial assistance to prevent homelessness: _________ 

 Received emergency legal assistance to prevent homelessness: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total benefiting for 

program year YYYY 

This read-only line shows the program year for which data is being reported 

and the beneficiary count from the actual ACCOMPLISHMENT UNITS field on the 

MA04 screen. 

Received emergency 

financial assistance to 

prevent homelessness 

Leave this field blank: it is not applicable when the matrix code is 05C – 

Legal Assistance. 
LMA Activities 

8-7 

Field Description 

Received emergency legal 

assistance to prevent 

homelessness 

Of the total persons assisted, enter the number that received emergency 

legal assistance to prevent homelessness. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG31 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMA Activities 

8-8 

CDBG JOB CREATION/RETENTION (CDBG11) 

CDBG11 is displayed for an LMA* activity only if the national objective is LMAFI or LMASA. 

The message shown at the bottom of this screen, “Entry of job data is optional for this national 

objective,” is incorrect. Entry of low/mod job data (the F/T-LM and P/T-LM fields) is optional for LMAFI 

and LMASA activities, but you should fill in the total full-time and part-time jobs fields. 

 12/18/07 16:50 CDBG JOB CREATION/RETENTION CDBG11 

 

 Grantee Activity ID IDIS Activity ID 1847 

 Activity Name COMMUNITY FIRST Natl/Obj LMA 

 Estimates TOTAL JOB COUNT TOTAL WEEKLY HRS PERCENT 

 F/T F/T-LM P/T P/T-LM LOW/MOD JOBS 

 Expect to Create: 6 6 _____ _____ 100.00% 

 Expect to Retain: 4 1 _____ _____ 25.00% 

 Actual Totals for program year: 2007 

 TOTAL JOB COUNT TOTAL WEEKLY HRS PERCENT 

 F/T F/T-LM P/T P/T-LM LOW/MOD JOBS 

 Actually Created: _____ _____ _____ _____ 0.00% 

 Actually Retained: _____ _____ _____ _____ 0.00% 

 

 Actual 0 FTE Jobs 

 Insert/Delete program year(I/D)? _ Display cumulative totals(Y/N)? _ 

 Entry of job data is optional for this national objective 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Please note that prior to December 2005, proposed and actual job counts were reported cumulatively. 

Proposed job counts are still entered cumulatively, but actual job numbers are now input by program 

year. When cumulative actual job counts exist for an activity, a different version of the CDBG11 screen 

may be displayed. See Appendix I for more information. 

Estimates 

At activity setup, report the total number of full-time jobs and part-time job hours you expect the activity 

to create and/or retain. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Expect to Create: 

Total Job Count F/T 

Enter the total number of full-time jobs expected to be created. 

Expect to Create: 

Total Job Count F/TLM 

Of the total number of full-time jobs expected to be created, enter the 

number expected to be created for LMI persons. 

You must input a value here (0 is acceptable) if the previous field is greater 

than zero. 
LMA Activities 

8-9 

Field Description 

Expect to Create: 

Total Weekly Hrs P/T 

Enter the total number of weekly part-time job hours (not the number of 

part-time jobs) expected to be created. 

Expect to Create: 

Total Weekly Hrs P/TLM 

Of the total part-time job hours expected to be created, enter the number 

expected to be created for LMI persons. 

You must input a value here (0 is acceptable) if the previous field is greater 

than zero. 

Expect to Create: 

Percent Low/Mod 

Jobs 

This read-only field is populated when you press <F3> or <F9> to update 

the screen. 

Expect to Retain: 

Total Job Count F/T 

Enter the total number of full-time jobs expected to be retained. 

Expect to Retain: 

Total Job Count F/TLM 

Of the total number of full-time jobs expected to be retained, enter the 

number expected to be retained for LMI persons. 

You must input a value here (0 is acceptable) if the previous field is greater 

than zero. 

Expect to Retain: 

Total Weekly Hrs P/T 

Enter the total number of weekly part-time job hours (not the number of 

part-time jobs) expected to be retained. 

Expect to Retain: 

Total Weekly Hrs P/TLM 

Of the total part-time job hours expected to be retained, enter the number 

expected to be retained for LMI persons. 

You must input a value here (0 is acceptable) if the previous field is greater 

than zero. 

Expect to Retain: 

Percent Low/Mod 

Jobs 

This read-only field is populated when you press <F3> or <F9> to update 

the screen. 

Actuals 

Report the number of jobs created and/or retained. Input annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

ACTUAL TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

Field Description 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Actual Totals for program 

year YYYY 

This read-only field shows the PROGRAM YEAR and beneficiary count from the 

CDBG08 screen. 

Actually Created: 

Total Job Count F/T 

Enter the total number of full-time jobs created. 

Actually Created: 

Total Job Count F/TLM 

Of the total full-time jobs created, enter the number created for LMI 

persons. 

Actually Created: 

Total Weekly Hrs P/T 

Enter the total number of weekly part-time job hours (not the number of 

part-time jobs) created. 
LMA Activities 

8-10 

Field Description 

Actually Created: 

Total Weekly Hrs P/TLM 

Of the total part-time job hours created, enter the number created for LMI 

persons. 

Actually Created: 

 Percent Low/Mod 

 Jobs 

This read-only field is populated when you press <F3> or <F9> to update 

the screen. 

Actually Retained: 

 Total Job Count F/T 

Enter the total number of full-time jobs retained. 

Actually Retained: 

Total Job Count F/TLM 

Of the total full-time jobs retained, enter the number retained for LMI 

persons. 

Actually Retained: 

Total Weekly Hrs P/T 

Enter the total number of part-time job hours (not the number of part-time 

jobs) retained. 

Actually Retained: 

Total Weekly Hrs P/TLM 

Of the total part-time job hours retained, enter the number retained for LMI 

persons. 

Actually Retained: 

 Percent Low/Mod 

 Jobs 

This read-only field is populated when you press <F3> or <F9> to update 

the screen. 

Actual FTE Jobs This read-only field is populated when you press <F3> or <F9> to update 

the screen. To determine compliance with the national objective, part-time 

hours are converted to FTEs (full-time equivalents) on the basis of one FTE 

equaling 40 hours. 

Display cumulative totals 

(Y/N)? 

This field is displayed only if CDBG11 data has already been entered. Type Y

to display the Job Creation/Retention Summary screen, which shows 

cumulative totals for all program years. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG11 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMA Activities 

8-11 

JOB CREATION (CDBG26) 

CDBG26 is displayed only if jobs created have been reported on CDBG11. Performance measurement 

information about those jobs is input here. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL JOBS CREATED FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

12/18/07 16:53 JOB CREATION CDBG26 

Grantee Activity ID IDIS Activity ID 1847 

Activity Name COMMUNITY FIRST Natl/Obj LMA 

 

Total Jobs Created for program year 2007 : 8 

Jobs Created: 

 Number of jobs with employer sponsored health care benefits: _________ 

 Number unemployed prior to taking jobs created under this activity: _________ 

 Type of Jobs Created: # Jobs 

 Officials and Managers _________ 

 Professional _________ 

 Technicians _________ 

 Sales _________ 

 Office and Clerical _________ 

 Craft Workers (skilled) _________ 

 Operatives(semi-skilled) _________ 

 Laborers (unskilled) _________ 

 Service Workers _________ 

 

Insert/Delete program year(I/D)? _ 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Jobs Created for 

program year YYYY 

This protected field shows the number of jobs created from CDBG11. 

Number of jobs with 

employer sponsored 

health care benefits 

Of the jobs created, enter the number with employer sponsored health care 

benefits. 

Number unemployed 

prior to taking jobs 

created under this activity 

Enter the number of persons who were unemployed before taking a job 

created by this activity in this program year. 

Type of Jobs Created Enter the number of jobs created in each of the nine job types. The job 

types are based on Economic Development Administration (EDA) job 

classifications, and are defined in Appendix F. 
LMA Activities 

8-12 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG26 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMA Activities 

8-13 

JOB RETENTION (CDBG27) 

CDBG26 is displayed only if jobs retained have been reported on CDBG11. Performance measurement 

information about those jobs is input here. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL JOBS RETAINED FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

12/18/07 16:54 JOB RETENTION CDBG27 

Grantee Activity ID IDIS Activity ID 1847 

Activity Name COMMUNITY FIRST Natl/Obj LMA 

 

Total Jobs Retained for program year 2007 : 4 

Jobs Retained: 

 Number of jobs with employer sponsored health care benefits: _________ 

 Type of Jobs Retained: # Jobs 

 Officials and Managers _________ 

 Professional _________ 

 Technicians _________ 

 Sales _________ 

 Office and Clerical _________ 

 Craft Workers (skilled) _________ 

 Operatives(semi-skilled) _________ 

 Laborers (unskilled) _________ 

 Service Workers _________ 

 

Insert/Delete program year(I/D)? _ 

 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Jobs Retained for 

program year YYYY 

This protected field shows the number of jobs retained from CDBG11. 

Number of jobs with 

employer sponsored 

health care benefits 

Of the jobs retained, enter the number with employer sponsored health care 

benefits. 

Type of Jobs Retained Enter the number of jobs retained in each of the nine job types. The job 

types are based on Economic Development Administration (EDA) job 

classifications, and are defined in Appendix F. 
LMA Activities 

8-14 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG27 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMA Activities 

8-15 

ASSISTANCE TO BUSINESSES (CDBG28) 

CDBG28 is displayed for LMA activities only if the matrix code is 14E, 17*, or 18*. It is the first of two 

screens for input of performance measurement data about the business(es) assisted by an economic 

development activity. Input annual counts for the correct program year. 

If the matrix code is 18A or 18C: The fact that CDBG28 allows you to report more than one business 

assisted does not mean that assistance to individual businesses under 18A or 18C may be aggregated in 

one activity. Unless the activity is one identified at 570.208(a)(4)(vi) for which job aggregation is allowed, 

each business assisted under 18A or 18C must be set up as a separate activity. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE PROGRAM 

YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display the data 

for an earlier year or <F18> to access the data for a later year. 

 11/17/07 13:13 ASSISTANCE TO BUSINESSES CDBG28 

 

 Grantee Activity ID IDIS Activity ID 5473 

 Activity Name THREE BROTHERS MOVING CO. Natl/Obj LMA 

 For program year 2007 

 Businesses assisted: 

 New: _________ 

 Existing: _________ 

 Total: 0 

 

 Of the EXISTING Businesses assisted: 

 Number expanding: _________ 

 Number relocating: _________ 

 # of businesses assisted with commercial facade treatment/ 

 business building rehab: _________ 

 # of businesses assisted that provide goods or services to meet the 

 needs of a service area, neighborhood, or community: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

For program year YYYY This read-only field displays the program year for which data is being 

reported. 

Businesses assisted: 

 New Enter the number of start-up businesses assisted in this program year. 

 Existing Enter the number of existing businesses assisted in this program year. 
LMA Activities 

8-16 

Field Description 

 Total This read-only field is populated when you validate or save the data. 

Of the EXISTING 

Businesses assisted: 

Number expanding Of the existing businesses, enter the number that are expanding as a result 

of the assistance. 

Number relocating Of the existing businesses, enter the number that are relocating as a result 

of the assistance. 

# of businesses assisted 

with commercial facade 

treatment/ business 

building rehab 

Of the total businesses, enter the number receiving assistance for the 

rehabilitation of business facades/buildings. 

Do not input a number greater than the total number of businesses assisted, 

even though the system allows it (this error will be corrected in the future). 

# of businesses assisted 

that provide goods or 

services to meet the 

needs of a service area, 

neighborhood, or 

community 

Of the total businesses, enter the number that provide goods or services to 

meet the needs of a service area, neighborhood, or community. 

Do not input a number greater than the total number of businesses assisted, 

even though the system allows it (this error will be corrected in the future). 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG28 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMA Activities 

8-17 

ASSISTANCE TO BUSINESSES – PART 2 (CDBG29) 

This screen is a continuation of CDBG28. On it, you will enter the DUNS number of each business assisted 

by the activity. HUD uses the DUNS numbers to track the number of businesses that remain operational 

for three years after receiving assistance. 

A DUNS number is required for a business that receives direct financial assistance. Otherwise, it is 

optional. 

Obtaining a DUNS number is free. Additional information on obtaining a DUNS number can be found at 

http://www.whitehouse.gov/omb/grants/duns_num_guide.pdf. 

 11/17/07 13:14 ASSISTANCE TO BUSINESSES - PART 2 CDBG29 

 

 Grantee Activity ID IDIS Activity ID 5473 

 Activity Name THREE BROTHERS MOVING CO. Natl/Obj LMA 

 Specify DUNS # for each business assisted: 

 DUNS # 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 Additional Entries (Y/N)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Note that the data on this screen is not reported by program year. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

DUNS # Enter the DUNS number for each business assisted. It must be either 9 or 13 

digits. 

Additional Entries (Y/N)? Enter Y in this field if you need to input more than 12 DUNS numbers. 

This is the last screen in the LMA path. When you press <Enter> to save your data, the CDBG01 screen 

(see page 3-2) will be displayed. 



9-1 

Chapter 9 

LMC ACTIVITIES 

This chapter covers the screens that are completed for activities with a national objective of: 

 LMC Low/mod limited clientele benefit 

 LMCMC Low/mod limited clientele, micro-enterprises 

 LMCSV Low/mod limited clientele, job service benefit 

The LMC* screens are displayed after you have filled in the Common Path (Chapter 2) and the common 

CDBG screens (Chapter 3) for an activity. 

LMC and LMCSV Screens 

The following screens are displayed for LMC and LMCSV activities: 

Page Screen Displayed for 

9-2 CDBG10: CDBG Nature/Location Activities where

NATURE/LOCATION field 

on CDBG06 is Y 

9-3 CDBG08: Direct Benefit Data – by Persons All but LMCSV/05R 

9-5 CDBG08: Direct Benefit Data – by Households LMCSV/05R 

9-7 CDBG13: Beneficiary Income Levels – by Persons All but LMCSV/05R 

9-10 CDBG13: Beneficiary Income Levels – by Households LMCSV/05R 

9-12 CDBG17: Public Services/Public Facilities and 

 Improvements 

03* and 05* 

9-14 CDBG25: Direct Financial Assistance to Homebuyers LMCSV/05R 

9-16 CDBG30: Tenant-Based Rental Assistance LMCSV/05S 

9-18 CDBG31: Homeless Prevention 05C/05Q/05T and HELP 

PREVENT HOMELESSNESS

field on MA03 is Y 

9-20 CDBG28: Assistance to Businesses 14E, 17*, 18* 

9-22 CDBG29: Assistance to Businesses – Part 2 14E, 17*, 18* 

When you have completed the last screen in the LMC path, the CDBG01 screen (see page 3-2) is 

displayed. 

LMCMC Screens 

The screens for an LMCMC activity are identical to the LMJ screens. Please turn to Chapter 11 for 

instructions. 
LMC Activities 

9-2 

CDBG NATURE/LOCATION (CDBG10) 

This screen is displayed only if you entered Y in the NATURE/LOCATION field on the CDBG06 screen (see 

page 3-11): 

 11/21/07 11:09 CDBG NATURE/LOCATION CDBG10 

 

 Grantee Activity ID IDIS Activity ID 6377 

 Activity Name DENTAL PROGRAM, BROOKS PUBLIC HOUSING Natl/Obj LMC 

 Nature/Location Narrative: 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 ______________________________________________________________________ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Nature/Location 

Narrative 

Explain how it may be concluded from the nature and location of the activity 

that it will benefit a limited clientele, at least 51% of whom are 

low/moderate income. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-3 

CDBG DIRECT BENEFIT DATA – BY PERSONS (CDBG08) 

The CDBG08 “by persons” screen is displayed for all LMC* matrix codes except 05R. 

On this screen, you will provide counts of the race and ethnicity of persons benefiting from an activity. 

Input annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

 11/22/07 16:13 CDBG DIRECT BENEFIT DATA - by Persons CDBG08 

 Grantee Activity ID IDIS Activity ID 4292 

 Activity Name DENNISON PRE-SCHOOL PROGRAM Natl/Obj LMC 

 Totals for program year: 2007 

 ----T O T A L---- Totals (All Years) 

 Race | --All-- --Hisp- | --All-- --Hisp- 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 Totals: 0 0 | 0 0 

 

 Insert/Delete program year(I/D)? _ 

 Type year to be inserted and press <ENTER> to confirm. 

 F1=HELP F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Please note the following: 

• For matrix codes 04, 05S, 05T, or 08, you have the option of reporting the beneficiary data by 

households rather than by persons (don’t opt for this unless the activity ACCOMPLISHMENT TYPE is 04-

Households or 10-Housing Units). To do so, type in the program year, press <Enter>, and then press 

<F15> (Shift + F3). The CDBG08 “by households” screen (see page 9-5) is displayed. 

• For instructions on reporting race and ethnicity data for activities that involve removing architectural 

barriers or providing ADA improvements to public buildings, see Appendix G. 

• Prior to December 2005, race/ethnicity counts were reported cumulatively. When cumulative data 

exists for an activity, a different version of the CDBG08 screen may be displayed. See Appendix H for 

more information. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 
LMC Activities 

9-4 

Field Description 

Program Year When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Totals for program year 

YYYY 

This read-only field shows the program year for which data is being 

reported. 

Race Enter the race code of the counts to be entered on this line. The codes are 

listed on the <F1> help screen for this field. Their descriptions are: 

11 White – A person having origins in any of the original peoples of 

 Europe, North Africa, or the Middle East. 

12 Black/African American – A person having origins in any of the black 

 racial groups of Africa. 

13 Asian – A person having origins in any of the original peoples of the 

Far East, Southeast Asia, or the Indian subcontinent including, for 

example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the 

Philippine Islands, Thailand, and Vietnam. 

14 American Indian/Alaskan Native – A person having origins in any of 

the original peoples of North and South America (including Central 

America) and who maintains a tribal affiliation or community attachment. 

15 Native Hawaiian/Other Pacific Islander – A person having origins in 

any of the original peoples of Hawaii, Guam, Samoa, or other Pacific 

Islands. 

16 American Indian/Alaskan Native & White – A person having these 

 multiple racial origins as defined above. 

17 Asian & White – A person having these multiple racial origins as 

 defined above. 

18 Black/African American & White – A person having these multiple 

 racial origins as defined above. 

19 American Indian/Alaskan Native & Black/African American – A 

 person having these multiple racial origins as defined above. 

20 Other Multi-Racial – Category used for reporting individual responses 

that are not included in any of the categories listed above. 

TOTAL: All Enter the total number of beneficiaries of this race. 

TOTAL: Hisp Of the total beneficiaries of this race, enter the number who are Hispanic. 

Totals (All Years) These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG08 screen is displayed for input of the new year’s data. To 

delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-5 

CDBG DIRECT BENEFIT DATA – BY HOUSEHOLDS (CDBG08) 

The CDBG08 “by households” screen is displayed for an LMC* activity if the matrix code is 05R or if you 

have chosen to report beneficiary data by households for matrix codes 04, 05S, 05T, or 08. 

On this screen, you will provide counts of the race and ethnicity of owner and/or renter households 

benefiting from an activity. Count each household as one, regardless of the number of persons in the 

household. Input annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

11/17/07 14:38 CDBG DIRECT BENEFIT DATA - by Households CDBG08 

Grantee Activity ID IDIS Activity ID 2032 

Activity Name DOWNPAYMENT ASSISTANCE - LMCSV Natl/Obj LMCSV 

Totals for program year: 2007 

 ----O W N E R---- ---R E N T E R--- -Totals (All Years)- 

Race | --All-- --Hisp- | --All-- --Hisp- | ---All--- --Hisp--- 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

Totals: 0 0 | 0 0 | 0 0 

Fem-HH: _________ 

Insert/Delete program year(I/D)? _ Display cumulative totals(Y/N)? _ 

 

F1=HELP F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

F17=PREV YEAR F18=NEXT YEAR 

Note that prior to December 2005, race/ethnicity counts were reported cumulatively. When cumulative 

data exists for an activity, a different version of the CDBG08 screen may be displayed. See Appendix H 

for more information. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Program Year When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Totals for program year 

YYYY 

This read-only field shows the program year for which data is being 

reported. 

Race Enter the race code of the counts to be entered on this line. Descriptions of 

the codes are provided on the previous page. 

OWNER: All Enter the number of homeowner households of this race. 
LMC Activities 

9-6 

Field Description 

OWNER: Hispanic Of all homeowner households of this race, enter the number that are 

Hispanic. 

RENTER: All Enter the number of renter households of this race. 

RENTER: Hispanic Of all renter households of this race, enter the number that are Hispanic. 

Totals (All Years) These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Fem-HH Of the total number of owner and renter households, enter the number that 

are female-headed. 

Totals These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG08 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

Display cumulative totals 

(Y/N)? 

This field is displayed only if CDBG08 data has already been entered for the 

activity. Type Y to display the Beneficiary Summary screen, which shows 

cumulative totals for all program years broken down by owner and renter. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-7 

CDBG BENEFICIARY INCOME LEVELS – BY PERSONS (CDBG13) 

The CDBG13 “by persons” screen is displayed if the data on CDBG08 was entered by persons. 

On this screen, you will report on the income levels of persons benefiting from an LMC* activity. Input 

annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

 11/22/07 16:16 CDBG BENEFICIARY INCOME LEVELS - by Persons CDBG13 

 

 Grantee Activity ID IDIS Activity ID 4292 

 Activity Name DENNISON PRE-SCHOOL PROGRAM Natl/Obj LMC 

 Persons Benefiting: 22 

 Totals for program year: 2007 

 Total 

 Income Level Total All Yrs 

 Extremely Low _______ 0 

 Low _______ 0 

 Moderate _______ 0 

 Non-Low Moderate _______ 0 

 Total 0 0 

 

 Percent Low/Mod 0.00% 0.00% 

 Insert/Delete program year(I/D)? _ 

 Total Income levels MUST equal Persons Benefiting (at top of screen). 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Prior to December 2005, income level counts were reported cumulatively. When cumulative data exists 

for an activity, a different version of the CDBG13 screen may be displayed. See Appendix J for more 

information. 

Reporting Income Levels 

• All Activities: Some grantees, solely to minimize data entry, report all beneficiaries in the 

“moderate” income category. This practice conveys the impression in reports to Congress and other 

Federal oversight agencies that grantees are ignoring the program’s legislative mandate to assist 

extremely low and low income persons and households. Therefore, it is important that you always 

report income levels in the appropriate categories. 

• Presumed Benefit Activities: If an LMC* activity is limited to assisting one or more of the 

presumptive benefit groups, report the number of persons benefiting under the following income 

categories unless you have information to support reporting them under a different income category: 

Abused children Extremely low income 

Battered spouses Low income 
LMC Activities 

9-8 

Severely disabled 

adults 

Low income 

Homeless persons Extremely low income 

Illiterate adults Low income 

Persons with AIDS Low income 

Migrant farm workers Low income 

Elderly If assistance is to acquire, construct, convert, and/or rehabilitate 

a senior center or to pay for providing center-based senior 

services, report the beneficiaries as moderate income. 

If assistance is for other services (not center-based), report the 

elderly beneficiaries as low income. 

If an activity serves a combination of these groups, identify the number in each group and report 

those numbers under the appropriate income levels. 

• Nature/Location Activities: Report all beneficiaries as moderate income unless you have 

information to support reporting them under another income category. 

• Activities Providing Access for Persons with Disabilities: For LMC activities carried out under 

570.208(a)(2)(ii), report all beneficiaries as low income unless you have information to support 

reporting them under another income category. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Persons Benefiting This protected field shows the beneficiary count from the CDBG08 screen. 

The sum of the values entered in the next four fields must equal this 

number. 

Totals for program year 

YYYY 

This read-only field shows the PROGRAM YEAR from the CDBG08 screen. 

Extremely Low Enter the number of persons benefiting whose income is at or below 30% of 

the median family income for the area. 

Low Enter the number of persons benefiting whose income is above 30% and at 

or below 50% of the median family income for the area. 

Moderate Enter the number of persons benefiting whose income is above 50% and at 

or below 80% of the median family income for the area. 

Non-Low Moderate Enter the number of persons benefiting whose income is above 80% of the 

median family income for the area. 

Total 

Total All Yrs 

These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Percent Low/Mod When you validate or save your data, these display-only fields show the 

percentage of beneficiaries who are low/mod. 
LMC Activities 

9-9 

Field Description 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG13 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-10 

CDBG BENEFICIARY INCOME LEVELS – BY HOUSEHOLDS 

(CDBG13) 

The CDBG13 “by households” screen is displayed if the data on CDBG08 was entered by households. 

On this screen, you will report on the income levels of households benefiting from an LMC* activity. 

Count each household as one, regardless of the number of persons in the household. Input annual

counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

11/17/07 14:39 CDBG BENEFICIARY INCOME LEVELS - by Households CDBG13 

 

Grantee Activity ID IDIS Activity ID 2032 

Activity Name DOWNPAYMENT ASSISTANCE - LMCSV Natl/Obj LMCSV 

 Owner Renter 

Households Benefiting: 16 0 

Totals for program year: 2007 

 Total 

 Income Level Owner Renter All Yrs 

 Extremely Low _______ _______ 0 

 Low _______ _______ 0 

 Moderate _______ _______ 0 

 Non-Low Moderate _______ _______ 0 

 Total 0 0 0 

 

 Percent Low/Mod 0.00% 0.00% 0.00% 

Insert/Delete program year(I/D)? _ Display cumulative totals(Y/N)? _ 

Total Income levels Owner+Renter MUST=Households Benefiting (at top of screen). 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

F17=PREV YEAR F18=NEXT YEAR 

Please note the following: 

• Some grantees, solely to minimize data entry, report all beneficiaries in the “moderate” income 

category. This practice conveys the impression in reports to Congress and other Federal oversight 

agencies that grantees are ignoring the program’s legislative mandate to assist extremely low and 

low income persons and households. Therefore, it is important that you always report income levels 

in the appropriate categories. 

• Prior to December 2005, income level counts were cumulative and not reported separately for owners 

and renters. When cumulative data exists for an activity, a different version of the CDBG13 screen 

may be displayed. See Appendix J for more information. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 
LMC Activities 

9-11 

Field Description 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Households Benefiting This protected field shows the owner and renter counts from the CDBG08 

screen. 

Totals for program year 

YYYY 

This read-only field shows the PROGRAM YEAR from the CDBG08 screen. 

Owner The sum of the values entered in the four owner income level fields must 

equal the number shown in the HOUSEHOLDS BENEFITING: OWNER field. 

 Extremely Low Enter the number of owner households whose income is at or below 30% of 

the median family income for the area. 

 Low Enter the number of owner households whose income is above 30% and at 

or below 50% of the median family income for the area. 

 Moderate Enter the number of owner households whose income is above 50% and at 

or below 80% of the median family income for the area. 

 Non-Low Moderate Enter the number of owner households whose income is above 80% of the 

median family income for the area. 

Renter The sum of the values entered in the four renter income level fields must 

equal the number shown in the HOUSEHOLDS BENEFITING: RENTER field. 

 Extremely Low Enter the number of renter households whose income is at or below 30% of 

the median family income for the area. 

 Low Enter the number of renter households whose income is above 30% and at 

or below 50% of the median family income for the area. 

 Moderate Enter the number of renter households whose income is above 50% and at 

or below 80% of the median family income for the area. 

 Non-Low Moderate Enter the number of renter households whose income is above 80% of the 

median family income for the area. 

Total 

Total All Yrs 

These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Percent Low/Mod When you validate or save your data, these display-only fields show the 

percentage of beneficiaries who are low/mod. 

Display cumulative totals 

(Y/N)? 

This field is displayed only if CDBG13 data has already been entered for the 

activity. Type Y to display the Beneficiary Summary screen, which shows 

cumulative totals for all program years broken down by owner and renter. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG13 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-12 

PUBLIC SERVICES/PUBLIC FACILITIES AND IMPROVEMENTS 

(CDBG17) 

CDBG17 is displayed for LMC* activities with a matrix code of 03* or 05*. It captures data on how 

persons or households benefited from a public service or public facilities activity. The version of the 

screen that is displayed depends on the activity’s matrix code. 

Public facilities and improvements activities (03* except 03T) 

 12/02/07 09:55 Public Services/Public Facilities and Improvements CDBG17 

 Grantee Activity ID IDIS Activity ID 1211 

 Activity Name EAST END SIDEWALK IMPROVEMENTS Natl/Obj LMC 

 

 Total benefiting for program year 2007 : 284 

 Of the persons assisted, enter the number that: 

 

 

 

 

 Now have new access to this type of public facility or 

 infrastructure improvement: _________ 

 Now have improved access to this type of public facility or 

 infrastructure improvement: _________ 

 That are served by public facility or infrastructure that is no 

 longer substandard: _________ 

 Total: 0 

 Homeless persons given overnight shelter: _________ 

 # of beds created in overnight shelter or other emergency housing: _________ 

 

 Insert/Delete program year(I/D)? _ 

 Total of 3 highlighted fields must = total benefiting. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Public services activities (05* and 03T) 

 11/22/07 16:18 Public Services/Public Facilities and Improvements CDBG17 

 Grantee Activity ID IDIS Activity ID 4292 

 Activity Name DENNISON PRE-SCHOOL PROGRAM Natl/Obj LMC 

 

 Total benefiting for program year 2007 : 22 

 Of the persons assisted, enter the number that: 

 Now have new access to this service or benefit: _________ 

 Now have improved access to this service or benefit: _________ 

 Now receive a service or benefit that is no longer substandard: _________ 

 Total: 0 

 

 

 

 

 

 

 

 Homeless persons given overnight shelter: _________ 

 # of beds created in overnight shelter or other emergency housing: _________ 

 

 Insert/Delete program year(I/D)? _ 

 Total of 3 highlighted fields must = total benefiting. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 
LMC Activities 

9-13 

Report persons or households assisted, as indicated on the line below TOTAL BENEFITING FOR PROGRAM YEAR. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL BENEFITING FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total benefiting for 

program year YYYY 

This read-only line shows the program year for which data is being reported 

and the beneficiary count for that year from the CDBG08 screen. 

Now have new access... When the activity provides a new service or facility, enter the number of 

persons/households with access to the service/facility. If the activity is 

funded in subsequent years, persons/households benefiting in the 

subsequent years continue to be reported as having new access. 

Example: In 2006, Elwood City constructs the first senior center in the area, 

providing access to a new facility. If the grantee continues to fund the senior 

center in 2007, the persons receiving the benefit in 2007 are reported as 

having new access. 

Now have improved 

access... 

When the activity provides improved access to a service or facility, enter the 

number of persons/households who have improved access. 

Example: Groveton funds a job training activity. Previously, residents of 

Groveton had to drive several miles to the nearest job training center. The 

residents of Groveton now have improved access to job training. 

...that is no longer 

substandard 

When the activity provides a service or facility that is no longer substandard, 

enter the number of persons/households no longer subject to substandard 

services/facilities. 

Example: Williamstown reconstructs a road to make it safer for its residents. 

Total This read-only field is populated when you press <F3> or <F9> to update 

the screen. It must equal the number in TOTAL BENEFITING FOR PROGRAM YEAR. 

Homeless persons given 

overnight shelter 

This field is displayed only if the activity matrix code is 03C or 03T or the 

HELP THE HOMELESS field on MA03 is Y. Enter the number of persons sheltered 

overnight. This cannot exceed the total number of persons benefiting. 

# of beds created in 

overnight shelter or other 

emergency housing 

This field is supposed to be displayed only if the activity matrix code is 03C 

or 03T or the HELP THE HOMELESS field on MA03 is Y. For those activities, 

enter the number of beds; for all other activities, leave the field blank. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG17 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-14 

DIRECT FINANCIAL ASSISTANCE TO HOMEBUYERS (CDBG25) 

CDBG25 is displayed for an LMC* activity only if the national objective is LMCSV and the matrix code is 

05R. It captures performance measurement data about homebuyer assistance activities. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL NUMBER...FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/07/07 14:41 DIRECT FINANCIAL ASSISTANCE TO HOMEBUYERS CDBG25 

 

 Grantee Activity ID IDIS Activity ID 2032 

 Activity Name DOWNPAYMENT ASSISTANCE - LMCSV Natl/Obj LMCSV 

 Total number homebuyer households for program year 2007 : 16 

 Of the total, specify the following: 

 First-time homebuyer: _________ 

 Of those, number receiving housing counseling: _________ 

 Downpayment Assistance/Closing Costs: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total number homebuyer 

households for program 

year YYYY 

This protected field shows the number of households input on the CDBG08 

screen for the program year. 

First-time homebuyer Of the total households assisted, enter the number that are first-time 

homebuyers. This cannot exceed TOTAL NUMBER HOMEBUYER HOUSEHOLDS. 

Of those, number 

receiving housing 

counseling 

Of the households that are first-time homebuyers, enter the number 

receiving housing counseling. 

Downpayment 

Assistance/ 

Closing Costs 

Of the total households assisted, enter the number receiving downpayment 

assistance and/or assistance with closing costs. 
LMC Activities 

9-15 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG25 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-16 

TENANT-BASED RENTAL ASSISTANCE (CDBG30) 

CDBG30 is displayed for an LMC* activity only if the national objective is LMCSV and the matrix code is 

05S. 

Information about tenants who receive CDBG rental assistance is entered on this performance 

measurement screen. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL #...FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

 12/01/07 12:38 Tenant-Based Rental Assistance CDBG30 

 

 Grantee Activity ID IDIS Activity ID 2616 

 Activity Name TBRA Natl/Obj LMCSV 

 Total # households assisted for program year 2007 : 12 

 Of the total Households assisted, the number: 

 Short-term rental assistance (not more than 3 months): _________ 

 # of households assisted previously homeless: _________ 

 Of those, the # of chronically homeless households: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Note: Grantees are not required to ask participants about their status in order to report on the indicators 

concerning access for the homeless and the chronically homeless. The special needs indicators refer to 

the units designated for occupancy by these groups, not to the households who occupy them. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total # of households 

assisted for program year 

YYYY 

This read-only line shows the program year for which data is being reported 

and the number of households from the CDBG08 screen for that year. 

Short-term rental 

assistance (not more than 

3 months) 

Of the total households assisted, enter the number that received rental 

assistance for three months or less. This number cannot exceed TOTAL # OF 

HOUSEHOLDS ASSISTED. 
LMC Activities 

9-17 

Field Description 

# of households assisted 

previously homeless 

Of the total households assisted, enter the number that were previously 

homeless. This number cannot exceed TOTAL # OF HOUSEHOLDS ASSISTED. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the # of 

chronically homeless 

households. 

Of the number of previously homeless households assisted, enter the 

number that were chronically homeless. This number cannot exceed the 

number input in previous field. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG30 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-18 

HOMELESS PREVENTION (CDBG31) 

CDBG31 is displayed for an LMC* activity only if the activity matrix code is 05C, 05Q, or 05T and the HELP 

PREVENT HOMELESSNESS field on screen C04MA03 is Y. 

Performance measurement information on the number of persons provided with emergency financial 

and/or legal assistance to prevent homelessness is entered on this screen. Input annual counts for the 

correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL BENEFITING FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 12/01/07 11:28 HOMELESS PREVENTION CDBG31 

 

 Grantee Activity ID IDIS Activity ID 3178 

 Activity Name SHORT-TERM RENTAL ASSISTANCE Natl/Obj LMC 

 Total benefiting for program year 2007 : 18 

 Of the persons assisted, enter the number that: 

 Received emergency financial assistance to prevent homelessness: _________ 

 Received emergency legal assistance to prevent homelessness: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total benefiting for 

program year YYYY 

This read-only line shows the program year for which data is being reported 

and the beneficiary count from the CDBG08 screen for that year. 

Received emergency 

financial assistance to 

prevent homelessness 

Of the total persons assisted, enter the number that received emergency 

financial assistance to prevent homelessness. 

Received emergency legal 

assistance to prevent 

homelessness 

Of the total persons assisted, enter the number that received emergency 

legal assistance to prevent homelessness. 
LMC Activities 

9-19 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG31 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-20 

ASSISTANCE TO BUSINESSES (CDBG28) 

CDBG28 is displayed for an LMC* activity only if the activity matrix code is 14E, 17*, or 18*. It is the first 

of two screens for input of performance measurement data about the business(es) assisted by an 

economic development activity. Input annual counts for the correct program year. 

If the matrix code is 18A or 18C: The fact that CDBG28 allows you to report more than one business 

assisted does not mean that assistance to individual businesses under 18A or 18C may be aggregated in 

one activity. Unless the activity is one identified at 570.208(a)(4)(vi) for which job aggregation is allowed, 

each business assisted under 18A or 18C must be set up as a separate activity. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE PROGRAM 

YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display the data 

for an earlier year or <F18> to access the data for a later year. 

 12/18/07 12:22 ASSISTANCE TO BUSINESSES CDBG28 

 

 Grantee Activity ID IDIS Activity ID 3100 

 Activity Name HENDERSON’S CLEANERS Natl/Obj LMC 

 For program year 2007 

 Businesses assisted: 

 New: _________ 

 Existing: _________ 

 Total: 0 

 

 Of the EXISTING Businesses assisted: 

 Number expanding: _________ 

 Number relocating: _________ 

 # of businesses assisted with commercial facade treatment/ 

 business building rehab: _________ 

 # of businesses assisted that provide goods or services to meet the 

 needs of a service area, neighborhood, or community: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

For program year YYYY This read-only field displays the program year for which data is being 

reported. 

Businesses assisted: 

 New Enter the number of start-up businesses assisted in this program year. 

 Existing Enter the number of existing businesses assisted in this program year. 
LMC Activities 

9-21 

Field Description 

 Total This read-only field is populated when you validate or save the data. 

Of the EXISTING 

Businesses assisted: 

Number expanding Of the existing businesses, enter the number that are expanding as a result 

of the assistance. 

Number relocating Of the existing businesses, enter the number that are relocating as a result 

of the assistance. 

# of businesses assisted 

with commercial facade 

treatment/ business 

building rehab 

Of the total businesses, enter the number receiving assistance for the 

rehabilitation of business facades/buildings. 

Do not input a number greater than the total number of businesses assisted, 

even though the system allows it (this error will be corrected in the future). 

# of businesses assisted 

that provide goods or 

services to meet the 

needs of a service area, 

neighborhood, or 

community 

Of the total businesses, enter the number that provide goods or services to 

meet the needs of a service area, neighborhood, or community. 

Do not input a number greater than the total number of businesses assisted, 

even though the system allows it (this error will be corrected in the future). 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG28 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMC Activities 

9-22 

ASSISTANCE TO BUSINESSES – PART 2 (CDBG29) 

This screen is a continuation of CDBG28. On it, you will enter the DUNS number of each business assisted 

by the activity. HUD uses the DUNS numbers to track the number of businesses that remain operational 

for three years after receiving assistance. 

A DUNS number is required for a business that receives direct financial assistance. Otherwise, it is 

optional. 

Obtaining a DUNS number is free. Additional information on obtaining a DUNS number can be found at 

http://www.whitehouse.gov/omb/grants/duns_num_guide.pdf. 

 12/18/07 12:22 ASSISTANCE TO BUSINESSES - PART 2 CDBG29 

 

 Grantee Activity ID IDIS Activity ID 3100 

 Activity Name HENDERSON’S CLEANERS Natl/Obj LMC 

 Specify DUNS # for each business assisted: 

 DUNS # 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 Additional Entries (Y/N)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Note that the data on this screen is not reported by program year. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

DUNS # Enter the DUNS number for each business assisted. It must be either 9 or 13 

digits. 

Additional Entries (Y/N)? Enter Y in this field if you need to input more than 12 DUNS numbers. 

This is the last screen in the LMC path. When you press <Enter> to save your data, the CDBG01 screen 

(see page 3-2) will be displayed. 
10-1 

Chapter 10 

LMH ACTIVITIES 

This chapter covers the screens that are completed for activities with a national objective of: 

 LMH Low/mod housing benefit 

 LMHSP Low/mod housing benefit, CDFI or NRSA 

The LMH screens are displayed after you have filled in the Common Path (Chapter 2) and the common 

CDBG screens (Chapter 3) for an activity. 

Rehab Activities 

For LMH* activities with a matrix code of 14A-14D, 14F-14I, or 16A, the following screens are displayed: 

Page Screen Displayed for 

10-3 CDBG14: CDBG Multi-Unit Housing Activity Activities where MULTIUNIT HOUSING field on 

CDBG06 is Y 

10-5 CDBG09: CDBG Housing Rehabilitation 14A-14D, 14F, 14G, 

16A 

10-6 CDBG08: CDBG Direct Benefit Data – by Households All LMH* 

10-8 CDBG13: CDBG Beneficiary Income Levels – by 

 Households 

All LMH* 

10-10 CDBG24: Homeowner Rehab Units 14A-14D, 14F-14I 

10-12 CDBG20: Rehabilitation of Rental Units – Part 1 14A-14D, 14F-14I 

10-14 CDBG21: Rehabilitation of Rental Units – Part 2 14A-14D, 14F-14I 

Acquisition and New Construction Activities 

For LMH* activities with a matrix code of 01 or 12, the following screens are displayed: 

Page Screen Displayed for 

10-3 CDBG14: CDBG Multi-Unit Housing Activity Activities where MULTIUNIT HOUSING field on 

CDBG06 is Y 

10-6 CDBG08: CDBG Direct Benefit Data – by Households All LMH* 

10-8 CDBG13: CDBG Beneficiary Income Levels – by 

 Households 

All LMH* 

10-16 CDBG22: Acquisition/Construction New Homeowner 01, 12 

10-18 CDBG23: Acquisition/Construction New Homeowner – 

 Part 2 

01, 12 

10-19 CDBG24: Homeowner Rehab Units 01 

10-20 CDBG18: Construction of Rental Units – Part 1 01, 12 

10-22 CDBG19: Construction of Rental Units – Part 2 01, 12 
LMH Activities 

10-2 

Other Housing Activities 

For LMH* activities with a matrix code of 05R-05T, 13, or 03H-03L, the following screens are displayed: 

Page Screen Displayed for 

10-3 CDBG14: CDBG Multi-Unit Housing Activity Activities where MULTIUNIT HOUSING field on 

CDBG06 is Y 

10-6 CDBG08: CDBG Direct Benefit Data – by Households All LMH* 

10-8 CDBG13: CDBG Beneficiary Income Levels – by 

 Households 

All LMH* 

10-24 CDBG30: Tenant-Based Rental Assistance 05S 

10-26 CDBG17: Public Services/Public Facilities and 

 Improvements 

05R-05T, 03H-03L 

10-28 CDBG25: Direct Financial Assistance to Homebuyers 05R, 13 

10-30 CDBG31: Homeless Prevention 05T 

When you have completed the last screen in the LMH path, the CDBG01 screen (see page 3-2) is 

displayed. 
LMH Activities 

10-3 

CDBG MULTI-UNIT HOUSING ACTIVITY (CDBG14) 

CDBG14 is displayed for an LMH* activity only if the ACTIVITY INCLUDES MULTI-UNIT HOUSING field on the 

CDBG06 screen (see page 3-11) is Y. 

On this setup screen, you will provide information about the number of units at the start of a multi-unit 

housing activity and the number of units expected upon completion of the activity. 

11/05/07 10:27 CDBG MULTI-UNIT HOUSING ACTIVITY CDBG14 

 

Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 Occupied Percent 

 Total Occupied Low/Mod Low/Mod 

 Units at Start: ____ ____ ____ _____ % 

 Units Expected at Completion: ____ ____ ____ _____ % 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Notice that this information is entered only once, not for each program year the activity spans. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Units at Start: 

 Total Enter the total number of units at the start of the activity. 

 Occupied Enter the number of units that were occupied at the start of the activity. 

 Occupied Low/Mod Enter the number of units that were occupied by low/mod households at the 

start of the activity. 

 Percent Low/Mod When you validate or save your data, this display-only field shows the 

percentage of units that are occupied by low/mod households. 

Units Expected at 

Completion: 

 Total Enter the total number of units you project will be available upon completion 

of the activity. 

 Occupied Enter the number of units you project will be occupied at activity completion. 

 Occupied Low/Mod Enter the number of units you project will be occupied by low/mod 

households at activity completion. 
LMH Activities 

10-4 

Field Description 

 Percent Low/Mod When you validate or save your data, this display-only field shows the 

percentage of units that are expected to be occupied by low/mod 

households upon completion of the activity. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-5 

CDBG HOUSING REHABILITATION (CDBG09) 

CDBG09 is displayed for an LMH* activity only if the matrix code is 14A-14D, 14F, 14G, or 16A. 

Fill in this screen only if the rehabilitation of all the housing units reported in the activity is limited to one 

or more of the items listed. Otherwise, bypass the screen. Example: If the rehab is limited to installing 

smoke detectors in an apartment building, then complete this screen. If smoke detectors are installed 

and the building’s roof is replaced, then skip this screen. 

 11/28/07 15:37 CDBG HOUSING REHABILITATION CDBG09 

 

 Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

 Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 Indicate if this activity is limited to one or more of the following: 

 (Enter "X" for all that apply) 

 _ Installing security devices 

 _ Installing smoke detectors 

 _ Performing emergency housing repairs 

 _ Providing supplies and equipment for painting houses 

 _ Operating a Tool Lending Library 

 

 If none apply, press <Enter> to go to the next screen. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Notice that this information is entered only once, not for each program year the activity spans. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Installing security devices Enter X if the activity includes installing security devices. 

Installing smoke 

detectors 

Enter X if the activity includes installing smoke detectors. 

Performing emergency 

housing repairs 

Enter X if the activity includes performing emergency housing repairs. 

Providing supplies and 

equipment for painting 

houses 

Enter X if the activity provided supplies and equipment for painting houses. 

Operating a Tool Lending 

Library 

Enter X if the activity provided assistance for operating a tool lending library. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-6 

CDBG DIRECT BENEFIT DATA – BY HOUSEHOLDS (CDBG08) 

The CDBG08 “by households” screen is displayed for all LMH* activities. 

On this screen, you will provide counts of the race and ethnicity of owner and/or renter households 

benefiting from an activity. Count each household as one, regardless of the number of persons in the 

household. Input annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

11/28/07 15:38 CDBG DIRECT BENEFIT DATA - by Households CDBG08 

Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

Totals for program year: 2007 

 ----O W N E R---- ---R E N T E R--- -Totals (All Years)- 

Race | --All-- --Hisp- | --All-- --Hisp- | ---All--- --Hisp--- 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

 __ | _______ _______ | _______ _______ | 0 0 

Totals: 0 0 | 0 0 | 0 0 

Fem-HH: _________ 

Insert/Delete program year(I/D)? _ Display cumulative totals(Y/N)? _ 

 

F1=HELP F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

F17=PREV YEAR F18=NEXT YEAR 

Note that prior to December 2005, race/ethnicity counts were reported cumulatively. When cumulative 

data exists for an activity, a different version of the CDBG08 screen may be displayed. See Appendix H 

for more information. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Program Year When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Totals for program year 

YYYY 

This read-only field shows the program year for which data is being 

reported. 

Race Enter the race code of the counts to be entered on this line. The codes are 

listed on the <F1> help screen for this field. Their descriptions are: 

11 White – A person having origins in any of the original peoples of 

 Europe, North Africa, or the Middle East. 
LMH Activities 

10-7 

Field Description 

12 Black/African American – A person having origins in any of the black 

 racial groups of Africa. 

13 Asian – A person having origins in any of the original peoples of the 

Far East, Southeast Asia, or the Indian subcontinent including, for 

example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the 

Philippine Islands, Thailand, and Vietnam. 

14 American Indian/Alaskan Native – A person having origins in any of 

the original peoples of North and South America (including Central 

America) and who maintains a tribal affiliation or community attachment. 

15 Native Hawaiian/Other Pacific Islander – A person having origins in 

any of the original peoples of Hawaii, Guam, Samoa, or other Pacific 

Islands. 

16 American Indian/Alaskan Native & White – A person having these 

 multiple racial origins as defined above. 

17 Asian & White – A person having these multiple racial origins as 

 defined above. 

18 Black/African American & White – A person having these multiple 

 racial origins as defined above. 

19 American Indian/Alaskan Native & Black/African American – A 

 person having these multiple racial origins as defined above. 

20 Other Multi-Racial – Category used for reporting individual responses 

that are not included in any of the categories listed above. 

OWNER: All Enter the number of homeowner households of this race. 

OWNER: Hispanic Of all homeowner households of this race, enter the number that are 

Hispanic. 

RENTER: All Enter the number of renter households of this race. 

RENTER: Hispanic Of all renter households of this race, enter the number that are Hispanic. 

Totals (All Years) These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Fem-HH Of the total number of owner and renter households, enter the number that 

are female-headed. 

Totals These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG08 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

Display cumulative totals 

(Y/N)? 

This field is displayed only if CDBG08 data has already been entered for the 

activity. Type Y to display the Beneficiary Summary screen, which shows 

cumulative totals for all program years broken down by owner and renter. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-8 

CDBG BENEFICIARY INCOME LEVELS – BY HOUSEHOLDS 

(CDBG13) 

The CDBG13 “by households” screen is displayed for all LMH* activities. 

On this screen, you will report on the income levels of households benefiting from an LMH* activity. 

Count each household as one, regardless of the number of persons in the household. Input annual

counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

11/28/07 15:40 CDBG BENEFICIARY INCOME LEVELS - by Households CDBG13 

 

Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 Owner Renter 

Households Benefiting: 0 7 

Totals for program year: 2007 

 Total 

 Income Level Owner Renter All Yrs 

 Extremely Low _______ _______ 0 

 Low _______ _______ 0 

 Moderate _______ _______ 0 

 Non-Low Moderate _______ _______ 0 

 Total 0 0 0 

 

 Percent Low/Mod 0.00% 0.00% 0.00% 

Insert/Delete program year(I/D)? _ Display cumulative totals(Y/N)? _ 

Total Income levels Owner+Renter MUST=Households Benefiting (at top of screen). 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

F17=PREV YEAR F18=NEXT YEAR 

Please note the following: 

• Some grantees, solely to minimize data entry, report all beneficiaries in the “moderate” income 

category. This practice conveys the impression in reports to Congress and other Federal oversight 

agencies that grantees are ignoring the program’s legislative mandate to assist extremely low and 

low income persons and households. Therefore, it is important that you always report income levels 

in the appropriate categories. 

• Prior to December 2005, income level counts were cumulative and not reported separately for owners 

and renters. When cumulative data exists for an activity, a different version of the CDBG13 screen 

may be displayed. See Appendix J for more information. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 
LMH Activities 

10-9 

Field Description 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Households Benefiting This protected field shows the owner and renter counts from the CDBG08 

screen. 

Totals for program year 

YYYY 

This read-only field shows the PROGRAM YEAR from the CDBG08 screen. 

Owner The sum of the values entered in the four owner income level fields must 

equal the number shown in the HOUSEHOLDS BENEFITING: OWNER field. 

 Extremely Low Enter the number of owner households whose income is at or below 30% of 

the median family income for the area. 

 Low Enter the number of owner households whose income is above 30% and at 

or below 50% of the median family income for the area. 

 Moderate Enter the number of owner households whose income is above 50% and at 

or below 80% of the median family income for the area. 

 Non-Low Moderate Enter the number of owner households whose income is above 80% of the 

median family income for the area. 

Renter The sum of the values entered in the four renter income level fields must 

equal the number shown in the HOUSEHOLDS BENEFITING: RENTER field. 

 Extremely Low Enter the number of renter households whose income is at or below 30% of 

the median family income for the area. 

 Low Enter the number of renter households whose income is above 30% and at 

or below 50% of the median family income for the area. 

 Moderate Enter the number of renter households whose income is above 50% and at 

or below 80% of the median family income for the area. 

 Non-Low Moderate Enter the number of renter households whose income is above 80% of the 

median family income for the area. 

Total 

Total All Yrs 

These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Percent Low/Mod When you validate or save your data, these display-only fields show the 

percentage of beneficiaries who are low/mod. 

Display cumulative totals 

(Y/N)? 

This field is displayed only if CDBG13 data has already been entered for the 

activity. Type Y to display the Beneficiary Summary screen, which shows 

cumulative totals for all program years broken down by owner and renter. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG13 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-10 

HOMEOWNER REHAB UNITS (CDBG24) 

CDBG24 is displayed for an LMH* activity only if the matrix code is 01, 14A–14D, or 14F–14I, the 

ACCOMPLISHMENT TYPE is housing units, and the number of owners input on CDBG08 for the program year 

is greater than zero. 

On this screen, you will enter performance measurement data for owner-occupied housing rehabilitated 

with CDBG funds. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL NUMBER OWNER UNITS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use 

the INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/17/07 14:40 HOMEOWNER REHAB UNITS CDBG24 

 

 Grantee Activity ID IDIS Activity ID 3693 

 Activity Name HOMEOWNER REHAB 1312 INNIS STREET Natl/Obj LMH 

 Total number Owner Units for program year 2007: 1 

 Of the total owner-occupied units rehabilitated, the number: 

 Occupied by elderly: _________ 

 Units moved from substandard to standard (HQS or local code): _________ 

 Units qualified as Energy Star: _________ 

 Units made accessible: _________ 

 Brought into compliance with lead safety rules (24 CFR Part 35): _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total number Owner 

Units for program year 

YYYY 

This protected field shows the owner count from CDBG08 for the program 

year. 

The value entered in each of the remaining fields cannot exceed this 

number. 

Occupied by elderly Of the total owner units, enter the number occupied by one or more persons 

age 62 or over. 
LMH Activities 

10-11 

Field Description 

Units moved from 

substandard to standard 

(HQS or local code) 

Of the total owner units, enter the number that were substandard prior to 

rehabilitation that now meet Housing Quality Standards or local code, 

whichever is applicable. This is not a requirement under CDBG, but any units 

that have been brought from substandard to standard condition should be 

reported. 

Units qualified as Energy 

Star 

Of the total owner units, enter the number qualifying for Energy Star 

certification. Do not count a unit unless its energy efficiency has been 

verified either by (1) an independent third party such as a home energy 

rater, (2) following the Builder Option Packages, or (3) adhering to the 

quality control procedures for HUD-code manufactured homes. For more 

information, go to www.hud.gov/energy and click on the CDBG link under 

ENERGY STAR and HUD Programs. 

Units made accessible Of the total owner units, enter the number of units made accessible through 

the removal of architectural barriers. 

Brought into compliance 

with lead safety rules (24 

CFR Part 35) 

Of the total owner units, enter the number made lead safe. The only units to 

be included in the count are pre-1978 units where the rehabilitation work 

exceeds the $5,000 threshold. 

Do not count units that are free of lead-based paint (e.g., built in 1978 or 

later, a lead-based paint inspection report shows no lead paint) or units 

where the rehabilitation does not address all surfaces that could pose a lead 

hazard (e.g., rehabilitation work less than $5,000 a unit). 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG24 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-12 

REHABILITATION OF RENTAL UNITS – PART 1 (CDBG20) 

CDBG20 is displayed for an LMH* activity when the matrix code is 14A–14D or 14F–14I, the ACTIVITY 

INVOLVES RENTAL HOUSING field on CDBG06 is Y, and the number of renters input on CDBG08 for the 

program year is greater than zero. This is the first of two screens for input of performance measurement 

data about rental units rehabilitated with CDBG assistance. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL...FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

11/28/07 15:42 REHABILITATION OF RENTAL UNITS PART - 1 CDBG20 

 

Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 Total Rental Units for program year 2007 : 7 

Of the total rental units rehabilitated, the number: 

 Affordable units: _________ 

 Section 504 accessible units: _________ 

 Brought from substandard to standard condition 

 (HQS or local code): _________ 

 Number qualified as Energy Star: _________ 

 Brought into compliance with lead safety rules (24 CFR Part 35): _________ 

 

 Number of units created through conversion of non-residential 

 to residential buildings: _________ 

Insert/Delete program year(I/D)? _ 

Enter data for new year. 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Rental Units for 

program year YYYY 

This protected field shows the beneficiary count from the CDBG08 screen. 

The value entered in each of the remaining fields cannot exceed this 

number. 

Affordable units Of the total rental units, enter the number that are affordable. 

Section 504 accessible 

units 

Of the total rental units, enter the number that meet Uniform Federal 

Accessibility Standards (UFAS). 

Brought from 

substandard to standard 

condition (HQS or local 

code) 

Of the total rental units, enter the number that were substandard prior to 

rehabilitation that now meet Housing Quality Standards or local code, 

whichever is applicable. This is not a CDBG requirement, but any units 

brought from substandard to standard condition should be reported. 
LMH Activities 

10-13 

Field Description 

Number qualified as 

Energy Star 

Of the total rental units, enter the number qualifying for Energy Star 

certification. Do not count a unit unless its energy efficiency has been 

verified either by (1) an independent third party such as a home energy 

rater, (2) following the Builder Option Packages, or (3) adhering to the 

quality control procedures for HUD-code manufactured homes. For more 

information, go to www.hud.gov/energy and click on the CDBG link under 

ENERGY STAR and HUD Programs. 

Brought into compliance 

with lead safety rules (24 

CFR Part 35) 

Of the total rental units, enter the number made lead safe. The only units to 

be included in the count are pre-1978 units where the rehabilitation work 

exceeds the $5,000 threshold. 

Do not count units that are free of lead-based paint (e.g., built in 1978 or 

later, a lead-based paint inspection report shows no lead paint) or units 

where the rehabilitation does not address all surfaces that could pose a lead 

hazard (e.g., rehabilitation work less than $5,000 a unit). 

Number of units created 

through conversion of 

non-residential to 

residential buildings 

Of the total rental units, enter the number that were created by converting 

non-residential buildings to residential buildings. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG20 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-14 

REHABILITATION OF RENTAL UNITS – PART 2 (CDBG21) 

This screen is a continuation of CDBG20. On it, you will enter additional information about the affordable 

rental units rehabilitated with CDBG assistance. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL AFFORDABLE UNITS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/28/07 15:43 REHABILITATION OF RENTAL UNITS PART - 2 CDBG21 

 Grantee Activity ID CDBG07-163 IDIS Activity ID 5452 

 Activity Name CARLISLE APARTMENTS REHAB Natl/Obj LMH 

 

 Total Affordable Units for program year 2007 : 7 

 Of the affordable rental units rehabilitated, the number: 

 Units occupied by elderly: _________ 

 Number of years of affordability: __ 

 Units subsidized with project-based rental assistance 

 by another Federal, state or local Program: _________ 

 

 Units designated for persons with HIV/AIDS including 

 units receiving assistance for operations: _________ 

 Of those, the number for the chronically homeless: _________ 

 Permanent housing units for homeless persons and families, 

 including units receiving assistance for operations: _________ 

 Of those, the number for the chronically homeless: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Note: Grantees are not required to ask participants about their status in order to report on the indicators 

concerning access for the homeless. The special needs indicators refer to the units designated for 

occupancy by these groups, not to the individuals who occupy them. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Affordable Units for 

program year YYYY 

This protected field is supposed to show the number of affordable units from 

the previous screen. It incorrectly shows the total number of units. Please 

limit the counts you input on this screen to affordable units. 

Units occupied by elderly Of the affordable units, enter the number occupied by one or more persons 

age 62 or over. 
LMH Activities 

10-15 

Field Description 

Number of years of 

affordability 

Enter the average (not the total) number of years of grantee-imposed 

affordability for the units being reported. To calculate the average, divide 

total years of affordability by the number of units assisted. 

Note that CDBG regulations do not require an affordability period. 

Units subsidized with 

project-based rental 

assistance by another 

federal, state, or local 

program 

Of the affordable units, enter the number that are subsidized with projectbased rental assistance. Note that this only applies to assistance that is 

project-based: if the assistance is portable (e.g., Section 8 vouchers), do not 

include the unit(s) in your count. 

Units designated for 

persons with HIV/AIDS, 

including units receiving 

assistance for operations 

Of the affordable units, enter the number designated for persons with 

HIV/AIDS. 

Of those, the number for 

the chronically homeless 

Enter the number of units designated for persons with HIV/AIDS who are 

also chronically homeless (see definition below). 

Permanent housing units 

for homeless persons and 

families, including units 

receiving assistance for 

operations 

Of the affordable units, enter the number designated for the homeless. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the number for 

the chronically homeless 

Enter the number of units designated for the homeless who are chronically 

homeless. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG21 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-16 

ACQUISITION/CONSTRUCTION NEW HOMEOWNER (CDBG22) 

CDBG22 is displayed for an LMH* activity only if the matrix code is 01 or 12 and the number of owners 

input on CDBG08 for the program year is greater than zero. 

This is the first of two screens for input of performance measurement data about the acquisition/new 

construction of homeowner units. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL OWNER UNITS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/22/07 15:14 ACQUISITION/CONSTRUCTION NEW HOMEOWNER CDBG22 

 

 Grantee Activity ID IDIS Activity ID 6673 

 Activity Name BELWOOD CONDOMINIUMS Natl/Obj LMH 

 Total Owner Units for program year 2007 : 8 

 Of the total units, # of new homeowner units that are: 

 Affordable units: _________ 

 Years of affordability guaranteed: __ 

 Units qualified as Energy Star: _________ 

 Section 504 accessible: _________ 

 Households previously living in subsidized housing: _________ 

 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Owner Units for 

program year YYYY 

This protected field shows the owner count from CDBG08 for the program 

year. 

Affordable units Of the total owner units, enter the number that are affordable. 

Years of affordability 

guaranteed 

Enter the average (not the total) number of years of grantee-imposed 

affordability for the units being reported. To calculate the average, divide 

total years of affordability by the number of units assisted. 

Note that CDBG regulations do not require an affordability period. 
LMH Activities 

10-17 

Field Description 

Units qualified as Energy 

Star 

Of the total owner units, enter the number qualifying for Energy Star 

certification. Do not count a unit unless its energy efficiency has been 

verified either by (1) an independent third party such as a home energy 

rater, (2) following the Builder Option Packages, or (3) adhering to the 

quality control procedures for HUD-code manufactured homes. For more 

information, go to www.hud.gov/energy and click on the CDBG link under 

ENERGY STAR and HUD Programs. 

Section 504 accessible Of the total owner units, enter the number that meet Uniform Federal 

Accessibility Standards (UFAS). 

Households previously 

living in subsidized 

housing 

Of the total owner units, enter the number of households that were living in 

public housing or receiving rental assistance from a federal, state, or local 

program immediately prior to CDBG assistance. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG22 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-18 

ACQUISITION/CONSTRUCTION NEW HOMEOWNER – PART 2 

(CDBG23) 

This screen is a continuation of CDBG22. On it, you will enter additional information about the affordable 

homeowner units acquired/constructed with CDBG assistance. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL OWNER UNITS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/22/07 15:15 ACQUISITION/CONSTRUCTION NEW HOMEOWNER - PART 2 CDBG23 

 

 Grantee Activity ID IDIS Activity ID 6673 

 Activity Name BELWOOD CONDOMINIUMS Natl/Obj LMH 

 Total Owner Units for program year 2007: 8 

 Of the number of affordable new homeowner units, the number 

 Occupied by elderly: _________ 

 Units specifically designated for persons with HIV/AIDS: _________ 

 Of those, the # specifically for chronically homeless: _________ 

 Units specifically designated for homeless: _________ 

 Of those, the # specifically for chronically homeless: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Note: Grantees are not required to ask participants about their status in order to report on the indicators 

concerning access for persons with HIV/AIDS or the homeless. The special needs indicators refer to the 

units designated for occupancy by these groups, not to the individuals who occupy them. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Owner Units for 

program year YYYY 

This protected field shows the number of owner units from the previous 

screen. 

Occupied by elderly Of the number of affordable units you input on the previous screen, enter 

the number occupied by one or more persons age 62 or over. 

Units specifically 

designated for persons 

with HIV/AIDS 

Of the affordable units, enter the number designated for persons with 

HIV/AIDS. 
LMH Activities 

10-19 

Field Description 

Of those, the # 

specifically for chronically 

homeless 

Enter the number of units designated for persons with HIV/AIDS who are 

also chronically homeless (see definition below). 

Units specifically 

designated for homeless 

Of the affordable units, enter the number designated for the homeless. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the # 

specifically designated for 

chronically homeless 

Enter the number of units designated for the homeless who are chronically 

homeless. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG23 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 

The CDBG24 screen will be displayed next if the matrix code of the activity is 01. On it, you 

will input data about owner-occupied units (if any) that were rehabbed. Please turn to page 10-10 for 

instructions on completing the CDBG24 before continuing to the next page. 
LMH Activities 

10-20 

CONSTRUCTION OF RENTAL UNITS – PART 1 (CDBG18) 

CDBG18 is displayed for an LMH* activity only when the matrix code is 01 or 12, the ACTIVITY INVOLVES 

RENTAL HOUSING field on CDBG06 is Y, the ACCOMPLISHMENT TYPE is housing units, and the number of 

renters input on CDBG08 (for all years combined) is greater than zero. 

This is the first of two screens for input of performance measurement data about rental units developed 

with CDBG assistance. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL RENTAL UNITS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 12/11/07 11:30 CONSTRUCTION OF RENTAL UNITS - PART 1 CDBG18 

 

 Grantee Activity ID IDIS Activity ID 1610 

 Activity Name EDGECREST APARTMENTS Natl/Obj LMH 

 Total Rental Units for program year 2007 : 16 

 Of the total units, # of rental units constructed that are: 

 Affordable units: _________ 

 Section 504 accessible units: _________ 

 Units qualified as Energy Star Standards: _________ 

 Of the total number of affordable units: 

 Units occupied by elderly: _________ 

 Years of affordability: __ 

 Units subsidized with project-based rental assistance 

 by another Federal, state or local Program: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Rental Units for 

program year YYYY 

This protected field shows the renter count from CDBG08 for the program 

year. 

The value entered in each of the next three fields cannot exceed this 

number. 

Of the total Rental Units, 

the number: 

Affordable units Of the total rental units, enter the number that are affordable. 
LMH Activities 

10-21 

Field Description 

Units qualified as 

Energy Star 

Standards 

Of the total rental units, enter the number qualifying for Energy Star 

certification. Do not count a unit unless its energy efficiency has been 

verified either by (1) an independent third party such as a home energy 

rater, (2) following the Builder Option Packages, or (3) adhering to the 

quality control procedures for HUD-code manufactured homes. For more 

information, go to www.hud.gov/energy and click on the CDBG link under 

ENERGY STAR and HUD Programs. 

Section 504 

accessible units 

Of the total rental units, enter the number that meet Uniform Federal 

Accessibility Standards (UFAS). 

Of the total number of 

affordable units: 

Units occupied by 

elderly 

Of the affordable units, enter the number occupied by one or more persons 

age 62 or over. 

Years of affordability Enter the average (not the total) number of years of grantee-imposed 

affordability for the units being reported. To calculate the average, divide 

total years of affordability by the number of units assisted. 

Note that CDBG regulations do not require an affordability period. 

Units subsidized with 

project-based rental 

assistance by another 

federal, state, or local 

program 

Enter the number of affordable units that are subsidized with project-based 

rental assistance. Note that this only applies to assistance that is projectbased: if the assistance is portable (e.g., Section 8 vouchers), do not include 

the unit(s) in your count. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG18 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-22 

CONSTRUCTION OF RENTAL UNITS – PART 2 (CDBG19) 

This screen is a continuation of CDBG18. On it, you will enter additional information about the rental units 

developed with CDBG assistance. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL RENTAL UNITS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 12/11/07 11:31 CONSTRUCTION OF RENTAL UNITS - PART 2 CDBG19 

 

 Grantee Activity ID IDIS Activity ID 1610 

 Activity Name EDGECREST APARTMENTS Natl/Obj LMH 

 Total Rental Units for program year 2007 : 16 

 Of the total units, # of rental units constructed that are: 

 Units designated for persons with HIV/AIDS including 

 units receiving assistance for operations: _________ 

 Of those, the number for the chronically homeless: _________ 

 Permanent housing units designated for homeless persons and families, 

 including units receiving assistance for operations: _________ 

 Of those, the number for the chronically homeless: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Note: Grantees are not required to ask participants about their status in order to report on the indicators 

concerning access for persons with HIV/AIDS or the homeless. The special needs indicators refer to the 

units designated for occupancy by these groups, not to the individuals who occupy them. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Rental Units for 

program year YYYY 

This protected field shows the number of rental units from the previous 

screen. 

Units designated for 

persons with HIV/AIDS, 

including units receiving 

assistance for operations. 

Of the total number of rental units, enter the number designated for persons 

with HIV/AIDS. 

Of those, the number for 

the chronically homeless 

Enter the number of units designated for persons with HIV/AIDS who are 

also chronically homeless (see definition below). 
LMH Activities 

10-23 

Field Description 

Permanent housing units 

designated for homeless 

persons and families, 

including units receiving 

assistance for operations 

Of the total number of rental units, enter the number designated for the 

homeless. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the number for 

the chronically homeless 

Enter the number of units designated for the homeless who are chronically 

homeless. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG19 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-24 

TENANT-BASED RENTAL ASSISTANCE (CDBG30) 

CDBG30 is displayed for an LMH* activity only if the matrix code is 05S. Information about tenants who 

receive CDBG rental assistance is entered on this performance measurement screen. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL #...FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

 12/17/07 09:19 Tenant-Based Rental Assistance CDBG30 

 

 Grantee Activity ID IDIS Activity ID 3801 

 Activity Name RENTAL ASSISTANCE Natl/Obj LMH 

 Total # households assisted for program year 2007 : 34 

 Of the total Households assisted, the number: 

 Short-term rental assistance (not more than 3 months): _________ 

 # of households assisted previously homeless: _________ 

 Of those, the # of chronically homeless households: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total # of households 

assisted for program year 

YYYY 

This read-only line shows the program year for which data is being reported 

and the number of households from the CDBG08 screen for that year. 

Short-term rental 

assistance (not more than 

3 months) 

Of the total households assisted, enter the number that received rental 

assistance for three months or less. This number cannot exceed TOTAL # OF 

HOUSEHOLDS ASSISTED. 

# of households assisted 

previously homeless 

Of the total households assisted, enter the number that were previously 

homeless. This number cannot exceed TOTAL # OF HOUSEHOLDS ASSISTED. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 
LMH Activities 

10-25 

Field Description 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the # of 

chronically homeless 

households. 

Of the number of previously homeless households assisted, enter the 

number that were chronically homeless. This number cannot exceed the 

number input in previous field. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG30 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-26 

PUBLIC SERVICES/PUBLIC FACILITIES AND IMPROVEMENTS 

(CDBG17) 

CDBG17 is displayed for an LMH* activity only if the matrix code is 03H-03L or 05R-05T. It captures data 

on how households benefited from the LMH* activity. The version of the CDBG17 screen that is displayed 

depends on the activity’s matrix code: 

Matrix Codes 03H – 03L 

 11/28/07 12:22 Public Services/Public Facilities and Improvements CDBG17 

 Grantee Activity ID IDIS Activity ID 4535 

 Activity Name SYCAMORE STREET SEWER IMPROVEMENTS Natl/Obj LMH 

 

 Total benefiting for program year 2007 : 25 

 Of the households assisted, enter the number that: 

 

 

 

 

 Now have new access to this type of public facility or 

 infrastructure improvement: _________ 

 Now have improved access to this type of public facility or 

 infrastructure improvement: _________ 

 That are served by public facility or infrastructure that is no 

 longer substandard: _________ 

 Total: 0 

 Homeless persons given overnight shelter: _________ 

 # of beds created in overnight shelter or other emergency housing: _________ 

 

 Insert/Delete program year(I/D)? _ 

 Total of 3 highlighted fields must = total benefiting. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Matrix Codes 05R, 05S, 05T 

 12/17/07 09:21 Public Services/Public Facilities and Improvements CDBG17 

 Grantee Activity ID IDIS Activity ID 3801 

 Activity Name RENTAL ASSISTANCE Natl/Obj LMH 

 

 Total benefiting for program year 2007 : 34 

 Of the households assisted, enter the number that: 

 Now have new access to this service or benefit: _________ 

 Now have improved access to this service or benefit: _________ 

 Now receive a service or benefit that is no longer substandard: _________ 

 Total: 0 

 

 

 

 

 

 

 

 

 # of beds created in overnight shelter or other emergency housing: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 
LMH Activities 

10-27 

Count each household assisted as one, regardless of the number of persons in the household. Input 

annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL BENEFITING FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total benefiting for 

program year YYYY 

This read-only line shows the program year for which data is being reported 

and the beneficiary count for that year from the CDBG08 screen. 

Now have new access... When the activity provides a new service or facility, enter the number of 

households with access to the service/facility. If the activity is funded in 

subsequent years, households benefiting in the subsequent years continue 

to be reported as having new access. 

Now have improved 

access... 

When the activity provides improved access to a service or facility, enter the 

number of persons/households who have improved access. 

...that is no longer 

substandard 

When the activity provides a service or facility that is no longer substandard, 

enter the number of persons/households that no longer receive substandard 

services or have substandard facilities. 

Total This read-only field is populated when you press <F3> or <F9> to update 

the screen. It must equal the number in TOTAL BENEFITING FOR PROGRAM YEAR 

YYYY. 

Homeless persons given 

overnight shelter 

This field is displayed only if the HELP THE HOMELESS field on the C04MA03 

screen is Y. Enter the number of persons sheltered overnight. This cannot 

exceed the total number of persons benefiting. 

# of beds created in 

overnight shelter or other 

emergency housing 

This field is supposed to be displayed only if the HELP THE HOMELESS field on 

the C04MA03 screen is Y. For those activities, enter the number of beds, if 

applicable; for all other activities, leave the field blank. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG17 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-28 

DIRECT FINANCIAL ASSISTANCE TO HOMEBUYERS (CDBG25) 

CDBG25 is displayed for an LMH* activity only if the matrix code is 05R or 13. It captures performance 

measurement data about homebuyer assistance activities. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL NUMBER...FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 12/02/07 08:48 DIRECT FINANCIAL ASSISTANCE TO HOMEBUYERS CDBG25 

 

 Grantee Activity ID CDBG07-156 IDIS Activity ID 1919 

 Activity Name DOWNPAYMENT ASSISTANCE Natl/Obj LMH 

 Total number homebuyer households for program year 2007 : 15 

 Of the total, specify the following: 

 First-time homebuyer: _________ 

 Of those, number receiving housing counseling: _________ 

 Downpayment Assistance/Closing Costs: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total number homebuyer 

households for program 

year YYYY 

This protected field shows the number of households input on the CDBG08 

screen for the program year. 

First-time homebuyer Of the total households assisted, enter the number that are first-time 

homebuyers. This cannot exceed TOTAL NUMBER HOMEBUYER HOUSEHOLDS. 

Of those, number 

receiving housing 

counseling 

Of the households that are first-time homebuyers, enter the number 

receiving housing counseling. This cannot exceed the value input for FIRSTTIME HOMEBUYER. 

Downpayment 

Assistance/ 

Closing Costs 

Of the total households assisted, enter the number receiving downpayment 

assistance and/or assistance with closing costs. 
LMH Activities 

10-29 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG25 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMH Activities 

10-30 

HOMELESS PREVENTION (CDBG31) 

CDBG31 is displayed for an LMH* activity only if the matrix code is 05T and the HELP PREVENT 

HOMELESSNESS field on screen C04MA03 is Y.

Performance measurement information on the number of persons provided with emergency financial 

assistance to prevent homelessness is entered on this screen. Input annual counts for the correct

program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL BENEFITING FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/10/07 11:28 HOMELESS PREVENTION CDBG31 

 

 Grantee Activity ID IDIS Activity ID 1444 

 Activity Name SECURITY DEPOSITS Natl/Obj LMH 

 Total benefiting for program year 2007: 22 

 Of the persons assisted, enter the number that: 

 Received emergency financial assistance to prevent homelessness: _________ 

 Received emergency legal assistance to prevent homelessness: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total benefiting for 

program year YYYY 

This read-only line shows the program year for which data is being reported 

and the beneficiary count from the CDBG08 screen for that year. 

Received emergency 

financial assistance to 

prevent homelessness 

Of the total persons assisted, enter the number that received emergency 

financial assistance to prevent homelessness. 

Received emergency legal 

assistance to prevent 

homelessness 

Leave this field blank: it is not applicable when the matrix code is 05T – 

Security Deposits. 
LMH Activities 

10-31 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG31 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

This is the last screen in the LMH path. When you press <Enter> to save your data, the CDBG01 screen 

(see page 3-2) will be displayed. 



11-1 

Chapter 11 

LMJ ACTIVITIES 

This chapter covers the screens that are completed for activities with a national objective of: 

 LMJ Low/mod job creation and retention 

 LMJFI Low/mod job creation and retention, public facility/improvement benefit 

 LMJP Low/mod job creation and retention, location-based 

The LMJ screens are displayed after you have filled in the Common Path (Chapter 2) and the common 

CDBG screens (Chapter 3) for an activity. They are: 

Page Screen Displayed for 

11-2 CDBG08: CDBG Direct Benefit Data – by Persons All LMJ* 

11-4 CDBG13: CDBG Beneficiary Income Levels – by 

 Persons 

All LMJ* 

11-6 CDBG11: Job Creation/Retention All LMJ* 

11-9 CDBG26: Job Creation Activities with created 

jobs reported on 

CDBG11 

11-11 CDBG27: Job Retention Activities with retained 

jobs reported on 

CDBG11 

11-13 CDBG28: Assistance to Businesses 14E, 17*, 18* 

11-15 CDBG29: Assistance to Businesses – Part 2 14E, 17*, 18* 

When you have completed the last screen in the LMJ path, the CDBG01 screen (see page 3-2) is 

displayed. 
LMJ Activities 

11-2 

CDBG DIRECT BENEFIT DATA – BY PERSONS (CDBG08) 

The CDBG08 “by persons” screen is displayed for all LMJ* activities. 

On this screen, you will provide counts of the race and ethnicity of the persons holding the jobs 

created/retained with CDBG assistance. Input annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

 12/05/07 16:13 CDBG DIRECT BENEFIT DATA - by Persons CDBG08 

 Grantee Activity ID 2007-C-433 IDIS Activity ID 3888 

 Activity Name JEFFERSON MOTORS Natl/Obj LMJ 

 Totals for program year: 2007 

 ----T O T A L---- Totals (All Years) 

 Race | --All-- --Hisp- | --All-- --Hisp- 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 Totals: 0 0 | 0 0 

 

 Insert/Delete program year(I/D)? _ 

 Type year to be inserted and press <ENTER> to confirm. 

 F1=HELP F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Please note that prior to December 2005, race/ethnicity counts were reported cumulatively. When 

cumulative data exists for an activity, a different version of the CDBG08 screen may be displayed. See 

Appendix H for more details. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Program Year When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Totals for program year 

YYYY 

This read-only field shows the program year for which data is being 

reported. 

Race Enter the race code of the counts to be entered on this line. The codes are 

listed on the <F1> help screen for this field. Their descriptions are: 

11 White – A person having origins in any of the original peoples of 

 Europe, North Africa, or the Middle East. 
LMJ Activities 

11-3 

Field Description 

12 Black/African American – A person having origins in any of the black 

 racial groups of Africa. 

13 Asian – A person having origins in any of the original peoples of the 

Far East, Southeast Asia, or the Indian subcontinent including, for 

example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the 

Philippine Islands, Thailand, and Vietnam. 

14 American Indian/Alaskan Native – A person having origins in any of 

the original peoples of North and South America (including Central 

America) and who maintains a tribal affiliation or community attachment. 

15 Native Hawaiian/Other Pacific Islander – A person having origins in 

any of the original peoples of Hawaii, Guam, Samoa, or other Pacific 

Islands. 

16 American Indian/Alaskan Native & White – A person having these 

 multiple racial origins as defined above. 

17 Asian & White – A person having these multiple racial origins as 

 defined above. 

18 Black/African American & White – A person having these multiple 

 racial origins as defined above. 

19 American Indian/Alaskan Native & Black/African American – A 

 person having these multiple racial origins as defined above. 

20 Other Multi-Racial – Category used for reporting individual responses 

that are not included in any of the categories listed above. 

TOTAL: All Enter the total number of beneficiaries of this race. 

TOTAL: Hisp Of the total beneficiaries of this race, enter the number who are Hispanic. 

Totals (All Years) These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Totals These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG08 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMJ Activities 

11-4 

CDBG BENEFICIARY INCOME LEVELS – BY PERSONS (CDBG13) 

The CDBG13 “by persons” screen is displayed for all LMJ* activities. 

On this screen, you will report on the income levels of persons the persons holding the jobs 

created/retained with CDBG assistance. Input annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

 12/05/07 16:13 CDBG BENEFICIARY INCOME LEVELS - by Persons CDBG13 

 

 Grantee Activity ID 2007-C-433 IDIS Activity ID 3888 

 Activity Name JEFFERSON MOTORS Natl/Obj LMJ 

 Persons Benefiting: 6 

 Totals for program year: 2007 

 Total 

 Income Level Total All Yrs 

 Extremely Low _______ 0 

 Low _______ 0 

 Moderate _______ 0 

 Non-Low Moderate _______ 0 

 Total 0 0 

 

 Percent Low/Mod 0.00% 0.00% 

 Insert/Delete program year(I/D)? _ 

 Total Income levels MUST equal Persons Benefiting (at top of screen). 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Please note the following: 

• Some grantees, solely to minimize data entry, report all beneficiaries in the “moderate” income 

category. This practice conveys the impression in reports to Congress and other Federal oversight 

agencies that grantees are ignoring the program’s legislative mandate to assist extremely low and 

low income persons and households. Therefore, it is important that you always report income levels 

in the appropriate categories. 

• Prior to December 2005, income level counts were reported cumulatively. When cumulative data 

exists for an activity, a different version of the CDBG13 screen may be displayed. See Appendix J for 

more information. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 
LMJ Activities 

11-5 

Field Description 

Persons Benefiting This protected field shows the beneficiary count from the CDBG08 screen. 

The sum of the values entered in the next four fields must equal this 

number. 

Totals for program year 

YYYY 

This read-only field shows the PROGRAM YEAR from the CDBG08 screen. 

Extremely Low Enter the number of persons benefiting whose income is at or below 30% of 

the median family income for the area. 

Low Enter the number of persons benefiting whose income is above 30% and at 

or below 50% of the median family income for the area. 

Moderate Enter the number of persons benefiting whose income is above 50% and at 

or below 80% of the median family income for the area. 

Non-Low Moderate Enter the number of persons benefiting whose income is above 80% of the 

median family income for the area. 

Total 

Total All Yrs 

These read-only fields are populated when you press <F3> or <F9> to 

update the screen. 

Percent Low/Mod When you validate or save your data, these display-only fields show the 

percentage of beneficiaries who are low/mod. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG13 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMJ Activities 

11-6 

CDBG JOB CREATION/RETENTION (CDBG11) 

On this screen, you will provide information about the proposed and actual jobs created/retained by a 

CDBG-assisted activity. It is displayed for all LMJ* activities. 

 12/05/07 16:14 CDBG JOB CREATION/RETENTION CDBG11 

 

 Grantee Activity ID 2007-C-433 IDIS Activity ID 3888 

 Activity Name JEFFERSON MOTORS Natl/Obj LMJ 

 Estimates TOTAL JOB COUNT TOTAL WEEKLY HRS PERCENT 

 F/T F/T-LM P/T P/T-LM LOW/MOD JOBS 

 Expect to Create: _____ _____ _____ _____ 0.00% 

 Expect to Retain: _____ _____ _____ _____ 0.00% 

 Actual Totals for program year: 2007 

 TOTAL JOB COUNT TOTAL WEEKLY HRS PERCENT 

 F/T F/T-LM P/T P/T-LM LOW/MOD JOBS 

 Actually Created: _____ _____ _____ _____ 0.00% 

 Actually Retained: _____ _____ _____ _____ 0.00% 

 

 Actual 0 FTE Jobs 

 Insert/Delete program year(I/D)? _ Display cumulative totals(Y/N)? _ 

 At least one F/T OR P/T must be greater than zero. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Please note that prior to December 2005, proposed and actual job counts were reported cumulatively. 

Proposed job counts are still entered cumulatively, but actual job numbers are now input by program 

year. When cumulative actual job counts exist for an activity, a different version of the CDBG11 screen 

may be displayed. See Appendix I for more information. 

Estimates 

At activity setup, report the total number of full-time jobs and part-time job hours you expect the activity 

to create and/or retain. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Expect to Create 

 Total Job Count F/T Enter the total number of full-time jobs expected to be created. 

Total Job Count F/TLM Of the total number of full-time jobs expected to be created, enter the 

number expected to be created for LMI persons. 

You must input a value here (0 is acceptable) if the previous field is greater 

than zero. 

Total Weekly Hrs P/T Enter the total number of weekly part-time job hours (not the number of 

part-time jobs) expected to be created. 
LMJ Activities 

11-7 

Field Description 

Total Weekly Hrs P/TLM Of the total part-time job hours expected to be created, enter the number 

expected to be created for LMI persons. 

You must input a value here (0 is acceptable) if the previous field is greater 

than zero. 

Percent Low/Mod 

Jobs 

This read-only field is populated when you press <FF3> or <F9> to update 

the screen. 

Expect to Retain 

 Total Job Count F/T Enter the total number of full-time jobs expected to be retained. 

Total Job Count F/TLM Of the total number of full-time jobs expected to be retained, enter the 

number expected to be retained for LMI persons. 

You must input a value here (0 is acceptable) if the previous field is greater 

than zero. 

Total Weekly Hrs P/T Enter the total number of weekly part-time job hours (not the number of 

part-time jobs) expected to be retained. 

Total Weekly Hrs P/TLM Of the total part-time job hours expected to be retained, enter the number 

expected to be retained for LMI persons. 

You must input a value here (0 is acceptable) if the previous field is greater 

than zero. 

Percent Low/Mod 

Jobs 

This read-only field is populated when you press <FF3> or <F9> to update 

the screen. 

Actuals 

Report the number of jobs created and/or retained. Input annual counts for the correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

ACTUAL TOTALS FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

Field Description 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Actual Totals for program 

year YYYY 

This read-only field shows the PROGRAM YEAR and beneficiary count from the 

CDBG08 screen. 

Actually Created 

 Total Job Count F/T Enter the total number of full-time jobs created. 

Total Job Count F/TLM Of the total full-time jobs created, enter the number created for LMI 

persons. 

Total Weekly Hrs P/T Enter the total number of weekly part-time job hours (not the number of 

part-time jobs) created. 

Total Weekly Hrs P/TLM Of the total part-time job hours created, enter the number created for LMI 

persons. 

Actually Retained 

 Total Job Count F/T Enter the total number of full-time jobs retained. 
LMJ Activities 

11-8 

Field Description 

Total Job Count F/TLM Of the total full-time jobs retained, enter the number retained for LMI 

persons. 

Total Weekly Hrs P/T Enter the total number of part-time job hours (not the number of part-time 

jobs) retained. 

Total Weekly Hrs P/TLM Of the total part-time job hours retained, enter the number retained for LMI 

persons. 

Actual FTE Jobs This read-only field is populated when you press <FF3> or <F9> to update 

the screen. To determine compliance with the national objective, part-time 

hours are converted to FTEs (full-time equivalents) on the basis of one FTE 

equaling 40 hours. 

Display cumulative totals 

(Y/N)? 

This field is displayed only if CDBG11 data has already been entered. Type Y

to display the Job Creation/Retention Summary screen, which shows 

cumulative totals for all program years. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG11 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMJ Activities 

11-9 

JOB CREATION (CDBG26) 

CDBG26 is displayed for an LMJ* activity only if jobs created have been reported on screen CDBG11. 

Performance measurement information about those jobs is input here. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL JOBS CREATED FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

12/05/07 16:16 JOB CREATION CDBG26 

Grantee Activity ID 2007-C-433 IDIS Activity ID 3888 

Activity Name JEFFERSON MOTORS Natl/Obj LMJ 

 

Total Jobs Created for program year 2007 : 3 

Jobs Created: 

 Number of jobs with employer sponsored health care benefits: _________ 

 Number unemployed prior to taking jobs created under this activity: _________ 

 Type of Jobs Created: # Jobs 

 Officials and Managers _________ 

 Professional _________ 

 Technicians _________ 

 Sales _________ 

 Office and Clerical _________ 

 Craft Workers (skilled) _________ 

 Operatives(semi-skilled) _________ 

 Laborers (unskilled) _________ 

 Service Workers _________ 

 

Insert/Delete program year(I/D)? _ 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Jobs Created for 

program year YYYY 

This protected field shows the number of jobs created from CDBG11. 

Number of jobs with 

employer sponsored 

health care benefits 

Of the jobs created, enter the number with employer sponsored health care 

benefits. 

Number unemployed 

prior to taking jobs 

created under this activity 

Enter the number of persons who were unemployed before taking a job 

created by this activity in this program year. 

Type of Jobs Created Enter the number of jobs created in each of the nine job types. The job 

types are based on Economic Development Administration (EDA) job 

classifications, and are defined in Appendix F. 
LMJ Activities 

11-10 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG26 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMJ Activities 

11-11 

JOB RETENTION (CDBG27) 

CDBG27 is displayed for an LMJ* activity only if jobs retained have been reported on screen CDBG11. 

Performance measurement information about those jobs is input here. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL JOBS RETAINED FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

12/05/07 16:17 JOB RETENTION CDBG27 

Grantee Activity ID 2007-C-433 IDIS Activity ID 3888 

Activity Name JEFFERSON MOTORS Natl/Obj LMJ 

 

Total Jobs Retained for program year 2007 : 2 

Jobs Retained: 

 Number of jobs with employer sponsored health care benefits: _________ 

 Type of Jobs Retained: # Jobs 

 Officials and Managers _________ 

 Professional _________ 

 Technicians _________ 

 Sales _________ 

 Office and Clerical _________ 

 Craft Workers (skilled) _________ 

 Operatives(semi-skilled) _________ 

 Laborers (unskilled) _________ 

 Service Workers _________ 

 

Insert/Delete program year(I/D)? _ 

 

F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total Jobs Retained for 

program year YYYY 

This protected field shows the number of jobs retained from CDBG11. 

Number of jobs with 

employer sponsored 

health care benefits 

Of the jobs retained, enter the number with employer sponsored health care 

benefits. 

Type of Jobs Retained Enter the number of jobs retained in each of the nine job types. The job 

types are based on Economic Development Administration (EDA) job 

classifications, and are defined in Appendix F. 
LMJ Activities 

11-12 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG27 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMJ Activities 

11-13 

ASSISTANCE TO BUSINESSES (CDBG28) 

CDBG28 is displayed for an LMJ* activity only if the activity matrix code is 14E, 17*, or 18*. It is the first 

of two screens for input of performance measurement data about the business(es) assisted by an 

economic development activity. Input annual counts for the correct program year. 

If the matrix code is 18A or 18C: The fact that CDBG28 allows you to report more than one business 

assisted does not mean that assistance to individual businesses under 18A or 18C may be aggregated in 

one activity. Unless the activity is one identified at 570.208(a)(4)(vi) for which job aggregation is allowed, 

each business assisted under 18A or 18C must be set up as a separate activity. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE PROGRAM 

YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display the data 

for an earlier year or <F18> to access the data for a later year. 

 12/05/07 16:19 ASSISTANCE TO BUSINESSES CDBG28 

 

 Grantee Activity ID 2007-C-433 IDIS Activity ID 3288 

 Activity Name JEFFERSON MOTORS Natl/Obj LMJ 

 For program year 2007 

 Businesses assisted: 

 New: _________ 

 Existing: _________ 

 Total: 0 

 

 Of the EXISTING Businesses assisted: 

 Number expanding: _________ 

 Number relocating: _________ 

 # of businesses assisted with commercial facade treatment/ 

 business building rehab: _________ 

 # of businesses assisted that provide goods or services to meet the 

 needs of a service area, neighborhood, or community: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

For program year YYYY This read-only field displays the program year for which data is being 

reported. 

Businesses assisted: 

 New Enter the number of start-up businesses assisted in this program year. 

 Existing Enter the number of existing businesses assisted in this program year. 
LMJ Activities 

11-14 

Field Description 

 Total This read-only field is populated when you validate or save the data. 

Of the EXISTING 

Businesses assisted: 

Number expanding Of the existing businesses, enter the number that are expanding as a result 

of the assistance. 

Number relocating Of the existing businesses, enter the number that are relocating as a result 

of the assistance. 

# of businesses assisted 

with commercial facade 

treatment/ business 

building rehab 

Of the total businesses, enter the number receiving assistance for the 

rehabilitation of business facades/buildings. 

Do not input a number greater than the total number of businesses assisted, 

even though the system allows it (this error will be corrected in the future). 

# of businesses assisted 

that provide goods or 

services to meet the 

needs of a service area, 

neighborhood, or 

community 

Of the total businesses, enter the number that provide goods or services to 

meet the needs of a service area, neighborhood, or community. 

Do not input a number greater than the total number of businesses assisted, 

even though the system allows it (this error will be corrected in the future). 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG28 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
LMJ Activities 

11-15 

ASSISTANCE TO BUSINESSES – PART 2 (CDBG29) 

This screen is a continuation of CDBG28. On it, you will enter the DUNS number of each business assisted 

by the activity. HUD uses the DUNS numbers to track the number of businesses that remain operational 

for three years after receiving assistance. 

A DUNS number is required for a business that receives direct financial assistance. Otherwise, it is 

optional. 

Obtaining a DUNS number is free. Additional information on obtaining a DUNS number can be found at 

http://www.whitehouse.gov/omb/grants/duns_num_guide.pdf. 

 12/05/07 16:21 ASSISTANCE TO BUSINESSES - PART 2 CDBG29 

 

 Grantee Activity ID 2007-C-433 IDIS Activity ID 3888 

 Activity Name JEFFERSON MOTORS Natl/Obj LMJ 

 Specify DUNS # for each business assisted: 

 DUNS # 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 Additional Entries (Y/N)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Note that the data on this screen is not reported by program year. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

DUNS # Enter the DUNS number for each business assisted. It must be either 9 or 13 

digits. 

Additional Entries (Y/N)? Enter Y in this field if you need to input more than 12 DUNS numbers. 

This is the last screen in the LMJ path. When you press <Enter> to save your data, the CDBG01 screen 

(see page 3-2) will be displayed. 



12-1 

Chapter 12 

SBA, SBR, SBS, AND URG ACTIVITIES 

This chapter covers the screens that are completed for activities with a national objective of: 

 SBA Slum/blight area benefit 

 SBR Slum/blight, urban renewal areas 

 SBS Slum/blight, spot basis 

 URG Urgent need 

The SB* and URG screens are displayed after you have filled in the Common Path (Chapter 2) and the 

common CDBG screens (Chapter 3) for an activity. 

Rehab Activities 

For SB* and URG activities with a matrix code of 14A-14D, 14F-14I, or 16A, the following screens are 

displayed: 

Page Screen Displayed for 

12-3 CDBG12: Slum/Blight Area SBA 

12-4 CDBG09: CDBG Housing Rehabilitation 14A-14D, 14F, 14G, 

16A 

12-5 CDBG24: Homeowner Rehab Units 14A-14D, 14F-14I 

12-7 CDBG20: Rehabilitation of Rental Units – Part 1 14A-14D, 14F-14I 

12-9 CDBG21: Rehabilitation of Rental Units – Part 2 14A-14D, 14F-14I 

Acquisition and New Construction Activities 

For SB* and URG activities with a matrix code of 01 or 12, the following screens are displayed: 

Page Screen Displayed for 

12-3 CDBG12: Slum/Blight Area SBA 

12-11 CDBG22: Acquisition/Construction New Homeowner 01 and 12, 

accomplishment type 

of 10-Housing Units 

12-13 CDBG23: Acquisition/Construction New Homeowner – 

 Part 2 

01 and 12, 

accomplishment type 

of 10-Housing Units

12-14 CDBG24: Homeowner Rehab Units 01, 

accomplishment type 

of 10-Housing Units 

12-15 CDBG18: Construction of Rental Units – Part 1 01 or 12, 

accomplishment type 

of 10-Housing Units 

12-17 CDBG19: Construction of Rental Units – Part 2 01 and 12, 

accomplishment type 

of 10-Housing Units
SBA, SBR, SBS, and URG Activities 

12-2 

Public Facilities Activities 

For SB* and URG activities with a matrix code of 03* (except 03T), these screens are displayed: 

Page Screen Displayed for 

12-3 CDBG12: Slum/Blight Area SBA 

12-24 CDBG17: Public Services/Public Facilities and 

 Improvements 

03* (except 03T) 

Public Service Activities 

For SB* and URG activities with a matrix code of 05* or 03T, these screens are displayed: 

Page Screen Displayed for 

12-3 CDBG12: Slum/Blight Area SBA 

12-22 CDBG30: Tenant-Based Rental Assistance 05S 

12-24 CDBG17: Public Services/Public Facilities and 

 Improvements 

05* and 03T 

12-27 CDBG25: Direct Financial Assistance to Homebuyers 05R 

12-29 CDBG31: Homeless Prevention 05C, 05Q, 05T and 

HELP PREVENT 

HOMELESSNESS field on 

MA03 is Y 

Assistance to Businesses 

For SB* and URG activities with a matrix code of 14E, 17*, or 18*, the following screens are displayed: 

Page Screen Displayed for 

12-3 CDBG12: Slum/Blight Area SBA 

12-19 CDBG28: Assistance to Businesses 14E, 17*, 18* 

12-21 CDBG29: Assistance to Businesses – Part 2 14E, 17*, 18* 

For SB* and URG activities with other matrix codes, the CDBG12 screen (page 12-3) is displayed if the 

national objective is SBA. 

When you have completed the last screen in the SB*/URG path, the CDBG01 screen (see page 3-2) is 

displayed. 
SBA, SBR, SBS, and URG Activities 

12-3 

SLUM/BLIGHT AREA (CDBG12) 

CDBG12 is displayed only if the national objective is SBA. 

On this screen, you will input information about the area designated as a slum, blighted, deteriorated, or 

deteriorating area. 

 11/30/07 11:04 SLUM/BLIGHT AREA CDBG12 

 

 Grantee Activity ID IDIS Activity ID 2947 

 Activity Name WATERFRONT DEVELOPMENT - ACQUISITION Natl/Obj SBA 

 Boundaries: ____________________________________________________________ 

 ____________________________________________________________ 

 ____________________________________________________________ 

 Percentage Deteriorated Buildings/Qualified Properties: ______ % 

 Public Improvement/Type Condition: ________________________________________ 

 Slum/Blight Designation Year: ____ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

You must complete this screen before you will be allowed to fund an SBA activity. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Boundaries Describe the boundaries of the slum/blight area. Do not use this field to 

document the Census tract/block group data required for an LMA activity. 

For an SBA activity, the boundaries of the area must be specified. 

Percentage Deteriorated 

Buildings/Qualified 

Properties 

Enter the percentage of deteriorated buildings/properties in the area at the 

time it was designated a slum/blight area. 

Public Improvement/Type 

Condition 

If the activity qualifies for CDBG assistance on the basis that public 

improvements throughout the area are in a general state of deterioration, 

enter a description of each type of improvement in the area and its condition 

at the time the area was designated as slum/blight. This field is optional. 

Slum/Blight Designation 

Year 

Enter the year the area was designated as a slum/blight area. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-4 

CDBG HOUSING REHABILITATION (CDBG09) 

CDBG09 is displayed for an SB*/URG activity only if the matrix code is 14A-14D, 14F, 14G, or 16A. 

Fill in this screen only if the rehabilitation of all the housing units reported in the activity is limited to one 

or more of the items listed. Otherwise, bypass the screen. Example: If the rehab is limited to installing 

smoke detectors in an apartment building, then complete this screen. If smoke detectors are installed 

and the building’s roof is replaced, then skip this screen. 

 11/09/07 12:25 CDBG HOUSING REHABILITATION CDBG09 

 

 Grantee Activity ID IDIS Activity ID 1148 

 Activity Name DELGADO APARTMENTS REHAB Natl/Obj SBA 

 Indicate if this activity is limited to one or more of the following: 

 (Enter "X" for all that apply) 

 _ Installing security devices 

 _ Installing smoke detectors 

 _ Performing emergency housing repairs 

 _ Providing supplies and equipment for painting houses 

 _ Operating a Tool Lending Library 

 

 If none apply, press <Enter> to go to the next screen. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Notice that this information is entered only once, not for each program year the activity spans. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Installing security devices Enter X if the activity included installing security devices. 

Installing smoke 

detectors 

Enter X if the activity included installing smoke detectors. 

Performing emergency 

housing repairs 

Enter X if the activity included performing emergency housing repairs. 

Providing supplies and 

equipment for painting 

houses 

Enter X if the activity provided supplies and equipment for painting houses. 

Operating a Tool Lending 

Library 

Enter X if the activity provided assistance for operating a tool lending library. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-5 

HOMEOWNER REHAB UNITS (CDBG24) 

CDBG24 is displayed for an SB*/URG activity only if the matrix code is 01, 14A–14D, or 14F–14I, the 

actual ACCOMPLISHMENT TYPE is housing units, and actual ACCOMPLISHMENT UNITS (for any year) have been 

reported on Common Path screen C04MA04. 

On this screen, you will enter performance measurement data for owner-occupied housing rehabilitated 

with CDBG funds. If the activity did not involve the rehabilitation of owner-occupied units, then bypass 

this screen. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL UNITS FROM THE MA04 SCREEN is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/09/07 12:25 HOMEOWNER REHAB UNITS CDBG24 

 

 Grantee Activity ID IDIS Activity ID 1148 

 Activity Name DELGADO APARTMENTS REHAB Natl/Obj SBA 

 Total units from the MA04 screen for program year 2007 : 15 

 Of the total owner-occupied units rehabilitated, the number: 

 Occupied by elderly: _________ 

 Units moved from substandard to standard (HQS or local code): _________ 

 Units qualified as Energy Star: _________ 

 Units made accessible: _________ 

 Brought into compliance with lead safety rules (24 CFR Part 35): _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total units from the 

MA04 screen for program 

year YYYY 

This read-only line shows the program year for which data is being reported 

and the actual ACCOMPLISHMENT UNITS from the MA04 screen. 

Occupied by elderly Of the total owner units, enter the number occupied by one or more persons 

age 62 or over. 
SBA, SBR, SBS, and URG Activities 

12-6 

Field Description 

Units moved from 

substandard to standard 

(HQS or local code) 

Of the total owner units, enter the number that were substandard prior to 

rehabilitation that now meet Housing Quality Standards or local code, 

whichever is applicable. 

This is not a requirement under CDBG, but any units that have been brought 

from substandard to standard condition should be reported. 

Units qualified as Energy 

Star 

Of the total owner units, enter the number qualifying for Energy Star 

certification. Do not count a unit unless its energy efficiency has been 

verified either by (1) an independent third party such as a home energy 

rater, (2) following the Builder Option Packages, or (3) adhering to the 

quality control procedures for HUD-code manufactured homes. For more 

information, go to www.hud.gov/energy and click on the CDBG link under 

ENERGY STAR and HUD Programs. 

Units made accessible Of the total owner units, enter the number of units made accessible through 

the removal of architectural barriers. 

Brought into compliance 

with lead safety rules (24 

CFR Part 35) 

Of the total owner units, enter the number made lead safe. The only units to 

be included in the count are pre-1978 units where the rehabilitation work 

exceeds the $5,000 threshold. 

Do not count units that are free of lead-based paint (e.g., built in 1978 or 

later, a lead-based paint inspection report shows no lead paint) or units 

where the rehabilitation does not address all surfaces that could pose a lead 

hazard (e.g., rehabilitation work less than $5,000 a unit). 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG24 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-7 

REHABILITATION OF RENTAL UNITS – PART 1 (CDBG20) 

CDBG20 is displayed for an SB*/URG activity when the matrix code is 14A–14D or 14F–14I, the ACTIVITY 

INVOLVES RENTAL HOUSING field on CDBG06 is Y, and actual ACCOMPLISHMENT UNITS (for any year) have been 

reported on Common Path screen C04MA04. 

This is the first of two screens for input of performance measurement data about rental units 

rehabilitated with CDBG assistance. If the activity did not involve the rehabilitation of rental units, then 

bypass the screen. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL UNITS FROM THE MA04 SCREEN is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/09/07 12:26 REHABILITATION OF RENTAL UNITS PART - 1 CDBG20 

 

 Grantee Activity ID IDIS Activity ID 1148 

 Activity Name DELGADO APARTMENTS REHAB Natl/Obj SBA 

 Total units from the MA04 screen for program year 2007 : 20 

 Of the total rental units rehabilitated, the number: 

 Affordable units: _________ 

 Section 504 accessible units: _________ 

 Brought from substandard to standard condition 

 (HQS or local code): _________ 

 Number qualified as Energy Star: _________ 

 Brought into compliance with lead safety rules (24 CFR Part 35): _________ 

 

 Number of units created through conversion of non-residential 

 to residential buildings: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total units from the 

MA04 screen for program 

year YYYY 

This read-only line shows the program year for which data is being reported 

and the actual ACCOMPLISHMENT UNITS from the MA04 screen. 

Affordable units Of the total rental units, enter the number that are affordable. 

Section 504 accessible 

units 

Of the total rental units, enter the number that meet Uniform Federal 

Accessibility Standards (UFAS). 
SBA, SBR, SBS, and URG Activities 

12-8 

Field Description 

Brought from 

substandard to standard 

condition (HQS or local 

code) 

Of the total rental units, enter the number that were substandard prior to 

rehabilitation that now meet Housing Quality Standards or local code, 

whichever is applicable. 

This is not a requirement under CDBG, but any units that have been brought 

from substandard to standard condition should be reported. 

Number qualified as 

Energy Star 

Of the total rental units, enter the number qualifying for Energy Star 

certification. Do not count a unit unless its energy efficiency has been 

verified either by (1) an independent third party such as a home energy 

rater, (2) following the Builder Option Packages, or (3) adhering to the 

quality control procedures for HUD-code manufactured homes. For more 

information, go to www.hud.gov/energy and click on the CDBG link under 

ENERGY STAR and HUD Programs. 

Brought into compliance 

with lead safety rules (24 

CFR Part 35) 

Of the total rental units, enter the number made lead safe. The only units to 

be included in the count are pre-1978 units where the rehabilitation work 

exceeds the $5,000 threshold. 

Do not count units that are free of lead-based paint (e.g., built in 1978 or 

later, a lead-based paint inspection report shows no lead paint) or units 

where the rehabilitation does not address all surfaces that could pose a lead 

hazard (e.g., rehabilitation work less than $5,000 a unit). 

Number of units created 

through conversion of 

non-residential to 

residential buildings 

Of the total rental units, enter the number that were created by converting 

non-residential buildings to residential buildings. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG20 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-9 

REHABILITATION OF RENTAL UNITS – PART 2 (CDBG21) 

This screen is a continuation of CDBG20 (if you bypassed it, skip this one as well). On it, you will enter 

additional information about the affordable rental units rehabilitated with CDBG assistance. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL UNITS FROM THE MA04 SCREEN is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/09/07 12:27 REHABILITATION OF RENTAL UNITS PART - 2 CDBG21 

 Grantee Activity ID IDIS Activity ID 1148 

 Activity Name DELGADO APARTMENTS REHAB Natl/Obj SBA 

 

 Total units from the MA04 screen for program year 2007 : 20 

 Of the affordable rental units rehabilitated, the number: 

 Units occupied by elderly: _________ 

 Number of years of affordability: __ 

 Units subsidized with project-based rental assistance 

 by another Federal, state or local Program: _________ 

 

 Units designated for persons with HIV/AIDS including 

 units receiving assistance for operations: _________ 

 Of those, the number for the chronically homeless: _________ 

 Permanent housing units for homeless persons and families, 

 including units receiving assistance for operations: _________ 

 Of those, the number for the chronically homeless: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Note: Grantees are not required to ask participants about their status in order to report on the indicators 

concerning access for the homeless. The special needs indicators refer to the units designated for 

occupancy by these groups, not to the individuals who occupy them. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total units from the 

MA04 screen for program 

year YYYY 

This read-only line shows the program year for which data is being reported 

and the actual ACCOMPLISHMENT UNITS from the MA04 screen for that year. 

Units occupied by elderly Of the number of affordable units you input on the previous screen, enter 

the number occupied by one or more persons age 62 or over. 
SBA, SBR, SBS, and URG Activities 

12-10 

Field Description 

Number of years of 

affordability 

Enter the average (not the total) number of years of grantee-imposed 

affordability for the units being reported. To calculate the average, divide 

total years of affordability by the number of units assisted. 

Note that CDBG regulations do not require an affordability period. 

Units subsidized with 

project-based rental 

assistance by another 

federal, state, or local 

program 

Of the affordable units, enter the number that are subsidized with projectbased rental assistance. Note that this only applies to assistance that is 

project-based: if the assistance is portable (e.g., Section 8 vouchers), do not 

include the unit(s) in your count. 

Units designated for 

persons with HIV/AIDS, 

including units receiving 

assistance for operations 

Of the affordable units, enter the number designated for persons with 

HIV/AIDS. 

Of those, the number for 

the chronically homeless 

Enter the number of units designated for persons with HIV/AIDS who are 

also chronically homeless (see definition below). 

Permanent housing units 

for homeless persons and 

families, including units 

receiving assistance for 

operations 

Of the affordable units, enter the number designated for the homeless. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the number for 

the chronically homeless 

Enter the number of units designated for the homeless who are chronically 

homeless. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG21 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-11 

ACQUISITION/CONSTRUCTION NEW HOMEOWNER (CDBG22) 

CDBG22 is displayed for an SB*/URG activity if the matrix code is 01 or 12, the actual ACCOMPLISHMENT 

TYPE is 10-Housing Units, and actual ACCOMPLISHMENT UNITS (for any year) have been reported on 

Common Path screen C04MA04. 

This is the first of two screens for input of performance measurement data about homeowner units 

developed with CDBG assistance. If the activity did not involve the acquisition or construction of owneroccupied units, then bypass this screen. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL UNITS FROM THE MA04 SCREEN is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/30/07 11:05 ACQUISITION/CONSTRUCTION NEW HOMEOWNER CDBG22 

 

 Grantee Activity ID IDIS Activity ID 2947 

 Activity Name WATERFRONT REDEVELOPMENT - ACQUISITION Natl/Obj SBA 

 Total units from the MA04 screen for program year 2007 : 15 

 Of the total units, # of new homeowner units that are: 

 Affordable units: _________ 

 Years of affordability guaranteed: __ 

 Units qualified as Energy Star: _________ 

 Section 504 accessible: _________ 

 Households previously living in subsidized housing: _________ 

 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total units from the 

MA04 screen for program 

year YYYY 

This read-only line shows the program year for which data is being reported 

and the actual ACCOMPLISHMENT UNITS from the MA04 screen for that year. 

Affordable units Of the total owner units, enter the number that are affordable. 
SBA, SBR, SBS, and URG Activities 

12-12 

Field Description 

Years of affordability 

guaranteed 

Enter the average (not the total) number of years of grantee-imposed 

affordability for the units being reported. To calculate the average, divide 

total years of affordability by the number of units assisted. 

Note that CDBG regulations do not require an affordability period. 

Units qualified as Energy 

Star 

Of the total owner units, enter the number qualifying for Energy Star 

certification. Do not count a unit unless its energy efficiency has been 

verified either by (1) an independent third party such as a home energy 

rater, (2) following the Builder Option Packages, or (3) adhering to the 

quality control procedures for HUD-code manufactured homes. For more 

information, go to www.hud.gov/energy and click on the CDBG link under 

ENERGY STAR and HUD Programs. 

Section 504 accessible Of the total owner units, enter the number that meet Uniform Federal 

Accessibility Standards (UFAS). 

Households previously 

living in subsidized 

housing 

Of the total owner units, enter the number of households that were living in 

public housing or receiving rental assistance from a federal, state, or local 

program immediately prior to CDBG assistance. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG22 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-13 

ACQUISITION/CONSTRUCTION NEW HOMEOWNER – PART 2 

(CDBG23) 

This screen is a continuation of CDBG22 (if you bypassed it, skip this screen as well). On it, you will enter 

additional information about the affordable homeowner units developed with CDBG assistance. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL UNITS FROM THE MA04 SCREEN is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/30/07 11:07 ACQUISITION/CONSTRUCTION NEW HOMEOWNER - PART 2 CDBG23 

 

 Grantee Activity ID IDIS Activity ID 2947 

 Activity Name WATERFRONT REDEVELOPMENT - ACQUISITION Natl/Obj SBA 

 Total units from the MA04 screen for program year 2007 : 15 

 Of the number of affordable new homeowner units, the number: 

 Occupied by elderly: _________ 

 Units specifically designated for persons with HIV/AIDS: _________ 

 Of those, the # specifically for chronically homeless: _________ 

 Units specifically designated for homeless: _________ 

 Of those, the # specifically for chronically homeless: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Note: Grantees are not required to ask participants about their status in order to report on the indicators 

concerning access for persons with HIV/AIDS or the homeless. The special needs indicators refer to the 

units designated for occupancy by these groups, not to the individuals who occupy them. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total units from the 

MA04 screen for program 

year YYYY 

This read-only line shows the program year for which data is being reported 

and the actual ACCOMPLISHMENT UNITS from the MA04 screen for that year. 

Occupied by elderly Of the number of affordable units you input on the previous screen, enter 

the number occupied by one or more persons age 62 or over. 

Units specifically 

designated for persons 

with HIV/AIDS 

Of the affordable units, enter the number designated for persons with 

HIV/AIDS. 
SBA, SBR, SBS, and URG Activities 

12-14 

Field Description 

Of those, the # 

specifically for chronically 

homeless 

Enter the number of units designated for persons with HIV/AIDS who are 

also chronically homeless (see definition below). 

Units specifically 

designated for homeless 

Of the affordable units, enter the number designated for the homeless. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the # 

specifically designated for 

chronically homeless 

Enter the number of units designated for the homeless who are chronically 

homeless. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG23 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 

The CDBG24 screen will be displayed next if the matrix code of the activity is 01. On it, you 

will input data about owner-occupied units (if any) that were rehabbed. Please turn to page 12-5 for 

instructions on completing the CDBG24 before continuing to the next page. 
SBA, SBR, SBS, and URG Activities 

12-15 

CONSTRUCTION OF RENTAL UNITS – PART 1 (CDBG18) 

CDBG18 is displayed for an SB*/URG activity only when the matrix code is 01 or 12, the ACTIVITY INVOLVES 

RENTAL HOUSING field on CDBG06 is Y, the actual ACCOMPLISHMENT TYPE is housing units, and actual 

ACCOMPLISHMENT UNITS (for any year) have been reported on Common Path screen C04MA04. 

 

This is the first of two screens for input of performance measurement data about rental units developed 

with CDBG assistance. If the activity did not involve the construction of rental units, then bypass this 

screen. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL UNITS FROM THE MA04 SCREEN is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/30/07 11:10 CONSTRUCTION OF RENTAL UNITS - PART 1 CDBG18 

 

 Grantee Activity ID IDIS Activity ID 2947 

 Activity Name WATERFRONT REDEVELOPMENT - ACQUISITION Natl/Obj SBA 

 Total units from the MA04 screen for program year 2007 : 15 

 Of the total units, # of rental units constructed that are: 

 Affordable units: _________ 

 Section 504 accessible units: _________ 

 Units qualified as Energy Star Standards: _________ 

 Of the total number of affordable units: 

 Units occupied by elderly: _________ 

 Years of affordability: __ 

 Units subsidized with project-based rental assistance 

 by another Federal, state or local Program: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total units from the 

MA04 screen for program 

year YYYY 

This read-only line shows the program year for which data is being reported 

and the actual ACCOMPLISHMENT UNITS from the MA04 screen. 

Of the total Rental Units, 

the number: 

Affordable units Of the total rental units, enter the number that are affordable. 
SBA, SBR, SBS, and URG Activities 

12-16 

Field Description 

Units qualified as 

Energy Star 

Standards 

Of the total rental units, enter the number qualifying for Energy Star 

certification. Do not count a unit unless its energy efficiency has been 

verified either by (1) an independent third party such as a home energy 

rater, (2) following the Builder Option Packages, or (3) adhering to the 

quality control procedures for HUD-code manufactured homes. For more 

information, go to www.hud.gov/energy and click on the CDBG link under 

ENERGY STAR and HUD Programs. 

Section 504 

accessible units 

Of the total rental units, enter the number that meet Uniform Federal 

Accessibility Standards (UFAS). 

Of the total number of 

affordable units: 

Units occupied by 

elderly 

Of the affordable units, enter the number occupied by one or more persons 

age 62 or over. 

Years of affordability Enter the average (not the total) number of years of grantee-imposed 

affordability for the units being reported. To calculate the average, divide 

total years of affordability by the number of units assisted. 

Note that CDBG regulations do not require an affordability period. 

Units subsidized with 

project-based rental 

assistance by another 

federal, state, or local 

program 

Enter the number of affordable units that are subsidized with project-based 

rental assistance. Note that this only applies to assistance that is projectbased: if the assistance is portable (e.g., Section 8 vouchers), do not include 

the unit(s) in your count. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG18 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-17 

CONSTRUCTION OF RENTAL UNITS – PART 2 (CDBG19) 

This screen is a continuation of CDBG18 (if you bypassed it, skip this one as well). On it, you will enter 

additional information about the rental units developed with CDBG assistance. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL UNITS FROM THE MA04 SCREEN is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 11/30/07 11:11 CONSTRUCTION OF RENTAL UNITS - PART 2 CDBG19 

 

 Grantee Activity ID IDIS Activity ID 2947 

 Activity Name WATERFRONT REDEVELOPMENT - ACQUISITION Natl/Obj SBA 

 Total units from the MA04 screen for program year 2007 : 15 

 Of the total units, # of rental units constructed that are: 

 Units designated for persons with HIV/AIDS including 

 units receiving assistance for operations: _________ 

 Of those, the number for the chronically homeless: _________ 

 Permanent housing units designated for homeless persons and families, 

 including units receiving assistance for operations: _________ 

 Of those, the number for the chronically homeless: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Note: Grantees are not required to ask participants about their status in order to report on the indicators 

concerning access for persons with HIV/AIDS or the homeless. The special needs indicators refer to the 

units designated for occupancy by these groups, not to the individuals who occupy them. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total units from the 

MA04 screen for program 

year YYYY 

This read-only line shows the program year for which data is being reported 

and the actual ACCOMPLISHMENT UNITS from the MA04 screen. 

Units designated for 

persons with HIV/AIDS, 

including units receiving 

assistance for operations. 

Of the total number of rental units, enter the number designated for persons 

with HIV/AIDS. 

Of those, the number for 

the chronically homeless 

Enter the number of units designated for persons with HIV/AIDS who are 

also chronically homeless (see definition on next page). 
SBA, SBR, SBS, and URG Activities 

12-18 

Field Description 

Permanent housing units 

designated for homeless 

persons and families, 

including units receiving 

assistance for operations 

Of the total number of rental units, enter the number designated for the 

homeless. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the number for 

the chronically homeless 

Enter the number of units designated for the homeless who are chronically 

homeless. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG19 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-19 

ASSISTANCE TO BUSINESSES (CDBG28) 

CDBG28 is displayed for an SB*/URG activity only if the activity matrix code is 14E, 17*, or 18*. It is the 

first of two screens for input of performance measurement data about the business(es) assisted by an 

economic development activity. 

If the matrix code is 18A or 18C: The fact that CDBG28 allows you to report more than one business 

assisted does not mean that assistance to individual businesses under 18A or 18C may be aggregated in 

one activity. Unless the activity is one identified at 570.208(a)(4)(vi) for which job aggregation is allowed, 

each business assisted under 18A or 18C must be set up as a separate activity. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE PROGRAM 

YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display the data 

for an earlier year or <F18> to access the data for a later year. 

 12/12/07 12:03 ASSISTANCE TO BUSINESSES CDBG28 

 

 Grantee Activity ID IDIS Activity ID 3245 

 Activity Name FAIRFIELD ED: TECHNICAL ASSISTANCE Natl/Obj SBA 

 For program year 2007 

 Businesses assisted: 

 New: _________ 

 Existing: _________ 

 Total: 0 

 

 Of the EXISTING Businesses assisted: 

 Number expanding: _________ 

 Number relocating: _________ 

 # of businesses assisted with commercial facade treatment/ 

 business building rehab: _________ 

 # of businesses assisted that provide goods or services to meet the 

 needs of a service area, neighborhood, or community: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

For program year YYYY This read-only field displays the program year for which data is being 

reported. 

Businesses assisted: 

 New Enter the number of start-up businesses assisted in this program year. 

 Existing Enter the number of existing businesses assisted in this program year. 
SBA, SBR, SBS, and URG Activities 

12-20 

Field Description 

 Total This read-only field is populated when you validate or save the data. 

Of the EXISTING 

Businesses assisted: 

Number expanding Of the existing businesses, enter the number that are expanding as a result 

of the assistance. 

Number relocating Of the existing businesses, enter the number that are relocating as a result 

of the assistance. 

# of businesses assisted 

with commercial facade 

treatment/ business 

building rehab 

Of the total businesses, enter the number receiving assistance for the 

rehabilitation of business facades/buildings. 

Do not input a number greater than the total number of businesses assisted, 

even though the system allows it (this error will be corrected in the future). 

# of businesses assisted 

that provide goods or 

services to meet the 

needs of a service area, 

neighborhood, or 

community 

Of the total businesses, enter the number that provide goods or services to 

meet the needs of a service area, neighborhood, or community. 

Do not input a number greater than the total number of businesses assisted, 

even though the system allows it (this error will be corrected in the future). 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG28 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-21 

ASSISTANCE TO BUSINESSES – PART 2 (CDBG29) 

This screen is a continuation of CDBG28. On it, you will enter the DUNS number of each business assisted 

by the activity. HUD uses the DUNS numbers to track the number of businesses that remain operational 

for three years after receiving assistance. 

A DUNS number is required for a business that receives direct financial assistance. Otherwise, it is 

optional. 

Obtaining a DUNS number is free. Additional information on obtaining a DUNS number can be found at 

http://www.whitehouse.gov/omb/grants/duns_num_guide.pdf. 

 12/12/07 12:05 ASSISTANCE TO BUSINESSES - PART 2 CDBG29 

 

 Grantee Activity ID IDIS Activity ID 3245 

 Activity Name FAIRFIELD ED: TECHNICAL ASSISTANCE Natl/Obj SBA 

 Specify DUNS # for each business assisted: 

 DUNS # 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 _____________ 

 Additional Entries (Y/N)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Note that the data on this screen is not reported by program year. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

DUNS # Enter the DUNS number for each business assisted. It must be either 9 or 13 

digits. 

Additional Entries (Y/N)? Enter Y in this field if you need to input more than 12 DUNS numbers. 
SBA, SBR, SBS, and URG Activities 

12-22 

TENANT-BASED RENTAL ASSISTANCE (CDBG30) 

CDBG30 is displayed only if the national objective is SBA or URG and the matrix code is 05S. It is not 

displayed until actual ACCOMPLISHMENT UNITS have been reported on Common Path screen C04MA04. 

Information about tenants who receive CDBG rental assistance is entered on this performance 

measurement screen. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL #...FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the INSERT/DELETE 

PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use <F17> to display 

the data for an earlier year or <F18> to access the data for a later year. 

 

 12/04/07 13:48 Tenant-Based Rental Assistance CDBG30 

 

 Grantee Activity ID IDIS Activity ID 4853 

 Activity Name RENTAL ASSISTANCE Natl/Obj URG 

 Total # households assisted for program year 2007 : 56 

 Of the total Households assisted, the number: 

 Short-term rental assistance (not more than 3 months): _________ 

 # of households assisted previously homeless: _________ 

 Of those, the # of chronically homeless households: _________ 

 Insert/Delete program year(I/D)? _ 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Note: Grantees are not required to ask participants about their status in order to report on the indicators 

concerning access for the homeless and the chronically homeless. The special needs indicators refer to 

the units designated for occupancy by these groups, not to the households who occupy them. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total # of households 

assisted for program year 

YYYY 

This read-only line shows the program year for which data is being reported 

and the beneficiary count from the actual ACCOMPLISHMENT UNITS field on the 

MA04 screen for that year. 

Short-term rental 

assistance (not more than 

3 months) 

Of the total households assisted, enter the number that received rental 

assistance for three months or less. This number cannot exceed TOTAL # OF 

HOUSEHOLDS ASSISTED. 
SBA, SBR, SBS, and URG Activities 

12-23 

Field Description 

# of households assisted 

previously homeless 

Of the total households assisted, enter the number that were previously 

homeless. This number cannot exceed TOTAL # OF HOUSEHOLDS ASSISTED. 

The HUD definition of “homeless” is an individual or family who lacks a fixed, 

regular, and adequate nighttime residence or whose primary nighttime 

residence is either: 

• a supervised publicly or privately operated shelter designed to provide 

temporary living accommodations including welfare hotels, congregate 

shelters, and transitional housing for the mentally ill); or 

• an institution that provides a temporary residence for individuals 

intended to be institutionalized; or 

• a public or private place not designed for, or ordinarily used as, a regular 

sleeping accommodation for human beings. 

Of those, the # of 

chronically homeless 

households. 

Of the number of previously homeless households assisted, enter the 

number that were chronically homeless. This number cannot exceed the 

number input in previous field. 

The HUD definition of “chronically homeless” is an unaccompanied homeless 

individual with a disabling condition who has either: 

• been continuously homeless for a year or more, or 

• had at least four episodes of homelessness in the past three years. 

A “disabling condition” is defined as a diagnosable substance use disorder, 

serious mental illness, developmental disability, or chronic physical illness or 

disability. 

“Homeless” is defined as sleeping in a place not meant for human habitation 

or in an emergency homeless shelter. 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG30 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-24 

PUBLIC SERVICES/PUBLIC FACILITIES AND IMPROVEMENTS 

(CDBG17) 

CDBG17 is displayed for SB*/URG activities with a matrix code of 03* and 05*. It captures data on how 

persons or households benefited from a public service or public facilities activity. The version of the 

CDBG17 screen that is displayed depends on the activity’s matrix code. 

Public facilities and improvements activities (03* except 03T) 

 12/08/07 08:37 Public Services/Public Facilities and Improvements CDBG17 

 Grantee Activity ID IDIS Activity ID 5198 

 Activity Name WATER/SEWER LINE REPAIRS Natl/Obj SBA 

 

 Total benefiting for program year 2007 : 650 

 Of the persons assisted, enter the number that: 

 

 

 

 

 Now have new access to this type of public facility or 

 infrastructure improvement: _________ 

 Now have improved access to this type of public facility or 

 infrastructure improvement: _________ 

 That are served by public facility or infrastructure that is no 

 longer substandard: _________ 

 Total: 0 

 Homeless persons given overnight shelter: _________ 

 # of beds created in overnight shelter or other emergency housing: _________ 

 

 Insert/Delete program year(I/D)? _ 

 Total of 3 highlighted fields must = total benefiting. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Public service activities (05* and 03T) 

 12/04/07 13:49 Public Services/Public Facilities and Improvements CDBG17 

 Grantee Activity ID IDIS Activity ID 4853 

 Activity Name RENTAL ASSISTANCE Natl/Obj URG 

 

 Total benefiting for program year 2007 : 56 

 Of the households assisted, enter the number that: 

 Now have new access to this service or benefit: _________ 

 Now have improved access to this service or benefit: _________ 

 Now receive a service or benefit that is no longer substandard: _________ 

 Total: 0 

 

 

 

 

 

 

 

 

 # of beds created in overnight shelter or other emergency housing: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 
SBA, SBR, SBS, and URG Activities 

12-25 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL BENEFITING FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total benefiting for 

program year YYYY 

This line shows the program year for which data is being reported and the 

number of beneficiaries in that year. If the number of beneficiaries is blank, 

input the number of persons or households (as indicated on the next line) 

benefiting from the activity. 

When the MA04 ACCOMPLISHMENT TYPE is 01-People or 04-Households, the 

MA04 UNITS field will automatically be set to the number of beneficiaries you 

enter here. Note that if you later change the UNITS field, the TOTAL 

BENEFITING field on this screen will automatically be updated to that value. 

Now have new access... When the activity provides a new service or facility, enter the number of 

persons or households with access to the service/facility. If the activity is 

funded in subsequent years, persons/households benefiting in the 

subsequent years continue to be reported as having new access. 

Example: In 2006, Elwood City constructs the first senior center in the area, 

providing access to a new facility. If the grantee continues to fund the senior 

center in 2007, the persons receiving the benefit in 2007 are reported as 

having new access. 

Now have improved 

access... 

When the activity provides improved access to a service or facility, enter the 

number of persons/households who have improved access. 

Example: Groveton funds a job training activity. Previously, residents of 

Groveton had to drive several miles to the nearest job training center. The 

residents of Groveton now have improved access to job training. 

...that is no longer 

substandard 

When the activity provides a service or facility that is no longer substandard, 

enter the number of persons/households that no longer receive substandard 

services or have substandard facilities. 

Example: Williamstown reconstructs a road to make it safer for its residents. 

Total This read-only field is populated when you press <F3> or <F9> to update 

the screen. It must equal the number in TOTAL BENEFITING FOR PROGRAM YEAR 

YYYY. 

Homeless persons given 

overnight shelter 

This field is displayed only if the activity matrix code is 03C or 03T or the 

HELP THE HOMELESS field on MA03 is Y. Enter the number of persons sheltered 

overnight. This cannot exceed the total number of persons benefiting. 

# of beds created in 

overnight shelter or other 

emergency housing 

This field is supposed to be displayed only if the activity matrix code is 03C 

or 03T or the HELP THE HOMELESS field on MA03 is Y. For those activities, 

enter the number of beds; for all other activities, leave the field blank. 
SBA, SBR, SBS, and URG Activities 

12-26 

Field Description 

Insert/Delete Program 

Year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG17 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-27 

DIRECT FINANCIAL ASSISTANCE TO HOMEBUYERS (CDBG25) 

CDBG25 is displayed for an SB*/URG activity only if the matrix code is 05R. It captures performance 

measurement data about homebuyer assistance activities. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL NUMBER...FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 12/09/07 15:19 DIRECT FINANCIAL ASSISTANCE TO HOMEBUYERS CDBG25 

 

 Grantee Activity ID IDIS Activity ID 1919 

 Activity Name DOWNPAYMENT ASSISTANCE Natl/Obj SBA 

 Total number homebuyer households for program year 2007 : 15 

 Of the total, specify the following: 

 First-time homebuyer: _________ 

 Of those, number receiving housing counseling: _________ 

 Downpayment Assistance/Closing Costs: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total number homebuyer 

households for program 

year YYYY 

This protected field shows the number of households input on the CDBG17 

screen for the program year. 

The values entered in FIRST-TIME HOMEBUYER and DOWNPAYMENT ASSISTANCE/ 

CLOSING COSTS cannot exceed this number. 

First-time homebuyer Of the total households assisted, enter the number that are first-time 

homebuyers. 

Of those, number 

receiving housing 

counseling 

Of the households that are first-time homebuyers, enter the number 

receiving housing counseling. 
SBA, SBR, SBS, and URG Activities 

12-28 

Field Description 

Downpayment 

Assistance/ 

Closing Costs 

Of the total households assisted, enter the number receiving downpayment 

assistance and/or assistance with closing costs. 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A “clean” CDBG25 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

When you are finished, press <Enter> to save your data and display the next screen. 
SBA, SBR, SBS, and URG Activities 

12-29 

HOMELESS PREVENTION (CDBG31) 

CDBG31 is displayed for an SB*/URG activity only if the matrix code is 05C, 05Q, or 05T and the HELP 

PREVENT HOMELESSNESS field on Common Path screen C04MA03 is Y. 

Performance measurement information on the number of persons provided with emergency financial 

and/or legal assistance to prevent homelessness is entered on this screen. Input annual counts for the 

correct program year. 

For multi-year activities: Before adding or updating information, make sure that the year displayed in 

TOTAL BENEFITING FOR PROGRAM YEAR is the year the data should be reported for. If it is not, use the 

INSERT/DELETE PROGRAM YEAR field at the bottom of the screen to add data for a new program year; use 

<F17> to display the data for an earlier year or <F18> to access the data for a later year. 

 12/17/07 15:42 HOMELESS PREVENTION CDBG31 

 

 Grantee Activity ID IDIS Activity ID 3011 

 Activity Name SUBSISTENCE PAYMENTS Natl/Obj URG 

 Total benefiting for program year 2007 : 56 

 Of the persons assisted, enter the number that: 

 Received emergency financial assistance to prevent homelessness: _________ 

 Received emergency legal assistance to prevent homelessness: _________ 

 Insert/Delete program year(I/D)? _ 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

 F17=PREV YEAR F18=NEXT YEAR 

Field Description 

Grantee Activity ID 

IDIS Activity ID 

Activity Name 

Natl/Obj 

These read-only fields identify the activity you are processing. They are 

populated with information from the first Common Path screen and the first 

common CDBG screen. 

Year to Insert When this field is displayed, type in the program year for which you are 

reporting data and press <Enter>. 

Total benefiting for 

program year YYYY 

This read-only line shows the program year for which data is being reported 

and the beneficiary count from the CDBG17 screen. 

Received emergency 

financial assistance to 

prevent homelessness 

Of the total persons assisted, enter the number that received emergency 

financial assistance to prevent homelessness. 

Received emergency legal 

assistance to prevent 

homelessness 

Of the total persons assisted, enter the number that received emergency 

legal assistance to prevent homelessness. 
SBA, SBR, SBS, and URG Activities 

12-30 

Field Description 

Insert/Delete program 

year (I/D)? 

To input data for a new program year, type I and press <Enter> to display 

the PROGRAM YEAR field. Input the appropriate year and press <Enter> again. 

A clean CDBG31 screen is displayed for input of the new year’s data. 

To delete all accomplishment data entered for a previous year, type D and 

press <Enter>. Then press <Enter> again to confirm the deletion. 

This is the last screen in the SB*/URG path. When you press <Enter> to save your data, the CDBG01 

screen (see page 3-2) will be displayed. 
13-1 

Chapter 13 

GENERATING AND DOWNLOADING IDIS REPORTS 

This chapter explains how to generate reports in IDIS, a process that consists of two steps: (1) selecting 

and submitting the reports you want, and (2) downloading them first to a HUD server and then to your 

PC. Information about BOSMAC—macros developed by the Boston Field Office to assist you in analyzing 

and formatting IDIS reports—is provided at the end of the chapter. 

Detailed descriptions of the reports can be found in Appendix E of the IDIS Reference Manual. 

To access the IDIS reporting function, select option E, Reports Menu, on the Main Menu and press 

<Enter> to display this screen: 

 12/04/07 THE INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM C04MM01 

 07:34:44 

 

 REPORTS MENU 

 

 01 REPORT SELECTION 

 02 REPORT STATUS 

 03 DATA DOWNLOADS 

 

 TYPE SELECTION AND PRESS ENTER E 00 

 F4 = MAIN MENU F7 = PREV 

Choose option: 

01 – Report Selection to select the reports you want to run. 

02 – Report Status to see if the reports you have selected are still processing or if they are ready 

to be downloaded. 

03 – Data Downloads to download IDIS data as ASCII files. The data download function is not 

covered in this training; refer to Chapter 12 of the IDIS Reference Manual for information about this 

option. 
Generating and Downloading IDIS Reports 

13-2 

SELECTING AND SUBMITTING REPORTS 

Choose Reports Menu option 01, Report Selection, and press <Enter> to access the list of the available 

reports. The list covers five screens (the first is shown below). To page forward, press <F18> (Shift + F6 

on most keyboards). To display the previous screen, press <F17> (Shift + F5). 

12/04/07 THE INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM 07:34 C04MU15 

 REPORT SELECTION 

 

GRANTEE: BOSTON 

SELECT PRIORITY YEAR 

 _ HUD Grants and Program Income -PR01 _ 

 _ List of Activities by Pgm Yr and Project -PR02 _ 

 _ Drawdown Report by Project and Activity -PR05 _ 

 _ Activity Summary (GPR) for Grantee -PR03 _ ____ 

 _ Summary Of Con Plan Projects for Report Year -PR06 _ ____ 

 _ Program Income Details by FY and Pgm -PR09 _ 

 _ Drawdown Report by Voucher Number -PR07 _ 

 _ Grantee Summary Activity Report -PR08 _ 

 _ CDBG Housing Activities -PR10 _ 

 _ CDBG New Housing Construction Activities -PR11 _ 

 

 SELECT (PLACE AN X NEXT TO ENTRY(IES)) 

 PRIORITY (I = IMMEDIATE, N = AT NIGHT) 

 F1 =HELP F3 =VALDT F4 =MAIN MENU F6 =CLR F8 =NEXT 

 F9 =SUBMIT REPORTS F17 =UP F18 =DOWN ENTER =SELECT REPORTS 

To select the reports you want to run: 

1. Enter X in the report’s SELECT field. 

2. In the PRIORITY field, type I to run the report immediately or N to have it run overnight. 

3. If there is an input line under the YEAR column, enter a specific program year for the report. 

4. When you finish on a screen, press <Enter> to save your data. The report titles will be displayed 

in all capital letters. 

5. To continue selecting reports, press <Shift + F6> to page forward a screen or <Shift +F5> to 

display the previous screen. 

To submit the reports, press <F9>. For some reports, IDIS displays a screen where you will specify 

additional parameters. For details about the parameter screens, refer to Chapter 12 of the IDIS 

Reference Manual. 

After you press <F9> (and, if necessary, fill in any parameter screens), IDIS displays the message 

“Reports submitted. Press <F6> to clear old selections before making any new additional selections.” 
Generating and Downloading IDIS Reports 

13-3 

DOWNLOADING AND RETRIEVING REPORTS 

IDIS reports are downloaded from the Reports Status screen, shown below. You can access this screen 

two ways: 

• Press <F8> on any of the report selection screens. 

• Select option 02 on the Reports Menu (see page 13-1; curiously, you cannot get back to the 

Reports Menu from the report selection screens). 

 03/06/08 THE INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM C04MU16 

 REPORTS STATUS 

 

 USER-ID ( C00063 ) 

 ACTIVITY REPORT NAME DATE TIME STATUS 

 _ CDBG CDFI NRSA -PR14 12-04-2007 12.09.13 NOT READY 

 _ Act Summ (GPR) -PR03 12-04-2007 12.09.04 READY 

 ACTIVITY ( D = DOWNLOAD ) 

 F4 = MAIN MENU F6 = CLEAR F7 = PREV 

 F8 = NEXT F17 = UP F18 = DOWN 

Field Description 

ACTIVITY Enter D next to the name of each report you want to download and then 

press <Enter>. Only reports with a STATUS of READY can be downloaded. 

REPORT NAME 

DATE 

TIME 

These read-only fields display the name, date, and time of each report you 

have submitted on the report selection screens. 

STATUS This read-only field contains one of the following values listed below. The 

system updates the STATUS fields each time you press <Enter>. 

• NOT READY – The report is still running and cannot be downloaded 

yet. Press <Enter> to monitor the status until it changes to READY. 

• READY – The report is ready for downloading. 

• DOWNLOADING – The report is being downloaded to the Web390 

server. Press <Enter> to monitor the status until it changes to ON 

SERVER. 

• ON SERVER – The report has finished downloading to the Web390 

server and is ready to be retrieved. 

• RERUN – The report failed and will need to be resubmitted. 
Generating and Downloading IDIS Reports 

13-4 

To download reports to the Web390 server, type D next to each report with a READY status that you 

want to download and press <Enter>. 

Caution! Each time you run a download, any of your reports that are already on the server will be 

erased. 

When the status changes from DOWNLOADING to ON SERVER (remember to press <Enter> to 

update the status fields), proceed with the next step. 

To retrieve your reports from the server, you must temporarily leave the IDIS environment (you do not 

need to disconnect or log off). Follow these steps: 

1. On any IDIS screen, click on the Home icon on the right side of your screen. The IDIS logon 

screen is displayed. Click on GET REPORTS/DATA. 
Generating and Downloading IDIS Reports 

13-5 

2. A screen showing all of the reports you have downloaded from the mainframe is displayed. To 

look at a report, click on Preview the Report in the last column. To download it to your PC, click 

first on the Download button in the first column, then click Download Report. Reports have to be 

downloaded one at a time. 

3. If you are downloading a report, a File Download dialogue box is displayed next. To preview the 

file before downloading it to your PC, click on Open. To save it to your PC, click Save. 

4. When you have finished, click on go back at the top center of your screen to redisplay the IDIS 

logon screen (see page 13-4). Click RESHOW to return to your IDIS session or LOGOFF to exit 

the system. 
Generating and Downloading IDIS Reports 

13-6 

USING BOSMAC 

BOSMAC is a set of Excel macros developed by HUD’s Boston CPD Division. It converts eight of the IDIS 

reports into files that can be analyzed with Excel filters, pivot tables and other tools. The eight reports 

are: 

PR01 HUD Grants and Program Income 

PR02 List of Activities by Program Year and Project 

PR03 CDBG Activity Summary Report (GPR) 

PR06 Summary of Consolidated Plan Projects 

PR07 Drawdown Report by Voucher Number 

PR08 Grantee Summary Activity Report 

PR14 CDBG CDFI and NRSA Activities 

PR22 Status of HOME Activities 

If you haven’t already done so, you first need to download BOSMAC. Go to the IDIS homepage and click 

on the Reporting and Guidance link. Click on BOSMAC in the Reporting box at the upper right of the next 

page. On the BOSMAC page, first read “BOSMAC Updates for Version 07” under What’s New. Go back to 

the BOSMAC page and click on BOSMAC07 Installation Kit in the Related Information box. You must save 

it to a folder named BOSMAC (case doesn’t matter), which can be located anywhere on your computer. 

Once BOSMAC is installed, follow these steps: 

1. Download IDIS reports as usual, but save them to the directory C:\IDISDATA\IDISDATA. This 

is the only directory BOSMAC will search. 

2. Configure Excel to accept macros: 

• Open Excel 

• Select the Tools Menu, then Macro 

• Select Security, then Security Level 

• Select Medium, then click OK 

3. Go to My Computer and open the file BOSMACFILES\BOSMAC07. When the file opens in Excel, 

select Enable Macros on the Security Warning dialogue box. 

4. When the BOSMAC Main Menu is displayed, click on CONVERT and then click each report you 

want to convert to Excel. 

The reports are now ready for review and analysis in Excel. 
A-1 

Appendix A 

CDBG MATRIX CODES 

Matrix Codes by Activity Category 

The CDBG matrix codes are listed below by category so you can quickly review the available choices. 

Acquisition, Disposition, Clearance, Relocation

01 Acquisition of Real Property 04A Cleanup of Contaminated Sites 

02 Disposition of Real Property 08 Relocation 

04 Clearance and Demolition 

Administration and Planning 

20 Planning 21E Submission of Applications for Federal 

21A General Program Administration Programs 

21B Indirect Costs 21H CDBG Funding of HOME Admin 

21C Public Information 21I CDBG Funding of HOME CHDO Operating 

21D Fair Housing Activities (subject Expenses 

 to Admin cap) 14H Rehab: Administration 

Economic Development 

14E Rehab: Publicly or Privately Owned 17D CI: Other Improvements 

 Commercial/Industrial (CI) 18A ED: Direct Financial Assistance to For-Profits 

17A CI: Acquisition/Disposition 18B ED: Technical Assistance 

17B CI: Infrastructure Development 18C ED: Micro-Enterprise Assistance 

17C CI: Building Acquisition, Construction, 

 Rehabilitation 

Housing

12 Construction of Housing 14F Rehab: Energy Efficiency Improvements 

13 Direct Homeownership Assistance 14G Rehab: Acquisition 

14A Rehab: Single-Unit Residential 14H Rehab: Administration 

14B Rehab: Multi-Unit Residential 14I Lead-Based Paint/Lead Hazards Testing/ 

14C Rehab: Public Housing Modernization Abatement 

14D Rehab: Other Publicly Owned 16A Residential Historic Preservation 

 Residential Buildings 19E Operation/Repair of Foreclosed Property 

Public Facilities and Infrastructure Improvements 

03A Senior Centers 03L Sidewalks 

03B Handicapped Centers 03M Child Care Centers 

 03C Homeless Facilities (not operating costs) 03N Tree Planting 

03D Youth Centers 03O Fire Stations/Equipment 

03E Neighborhood Facilities 03P Health Facilities 

03F Parks, Recreational Facilities 03Q Facilities for Abused and Neglected Children 

03G Parking Facilities 03R Asbestos Removal 

03H Solid Waste Disposal Improvements 03S Facilities for AIDS Patients (not operating 

03I Flood Drainage Improvements costs) 

03J Water/Sewer Improvements 03 Other Public Facilities/Improvements 

03K Street Improvements 
Appendix A: CDBG Matrix Codes 

A-2 

Public Services 

05A Senior Services 05L Child Care Services 

05B Handicapped Services 05M Health Services 

05C Legal Services 05N Services for Abused and Neglected Children 

05D Youth Services 05O Mental Health Services 

05E Transportation Services 05P Screening for Lead Poisoning 

05F Substance Abuse Services 05Q Subsistence Payments 

05G Services for Battered and Abused 05R Homeownership Assistance (not direct) 

 Spouses 05S Rental Housing Subsidies 

05H Employment Training 05T Security Deposits 

05I Crime Awareness/Prevention 05U Housing Counseling 

05J Fair Housing Activities (subject to 03T Operating Costs of Homeless/AIDS Patients 

 Public Services cap) Programs 

05K Tenant/Landlord Counseling 05 Other Public Services 

Repayment of Section 108 Loans 

19F Planned Repayments of Section 108 19G Unplanned Repayments of Section 108 

 Loans Loans 

Other 

06 Interim Assistance 15 Code Enforcement 

07 Urban Renewal Completion 16B Non-Residential Historic Preservation 

09 Loss of Rental Income 19C Non-Profit Organization Capacity Building 

11 Privately Owned Utilities 22 Unprogrammed Funds 

Definitions of the matrix codes are provided in the table that follows. 
Appendix A: CDBG Matrix Codes 

A-3 

Matrix Code Definitions 

Assigning a matrix code indicates eligibility. An activity must be eligible in accordance with the regulations 

at 570.201–570.207. Grantees need to refer to the regulations to determine an activity’s eligibility; the 

codes defined below are used in IDIS chiefly to categorize activities for reporting purposes. 

Code Definition 

01 Acquisition of Real Property 

Acquisition of real property that will be developed for a public purpose. Use code 01 for the 

CDBG-funded purchase of real property on which, for example, a public facility or housing will be 

constructed. 

When CDBG funds are used to: 

• acquire a public facility that will be rehabilitated with CDBG funds and continue to be used as 

a public facility, assign the appropriate 03* code. 

• acquire housing that will be rehabilitated, use code 14G. 

02 Disposition of Real Property 

Costs related to the sale, lease, or donation of real property acquired with CDBG funds or under 

urban renewal. These include the costs of temporarily maintaining property pending disposition 

and costs incidental to disposition of the property. 

03A Senior Centers 

Acquisition, construction, or rehabilitation of facilities (except permanent housing) for seniors. 

03A may be used for a facility serving both the elderly and the handicapped, provided it is not 

intended primarily to serve persons with handicaps. If it is, use 03B instead. 

For the construction of permanent housing for the elderly, use code 12; for the rehabilitation of 

such housing, use the appropriate 14* code.

03B Handicapped Centers 

Acquisition, construction, or rehabilitation of centers, group homes, and other facilities (except 

permanent housing) for the handicapped. 

03B may be used for a facility serving both the handicapped and the elderly, provided it is not 

intended primarily to serve the elderly. If it is, use 03A instead. 

For the construction of permanent housing for the handicapped, use code 12; for the 

rehabilitation of such housing, use the appropriate 14* code.

03C Homeless Facilities (not operating costs) 

Acquisition, construction, or rehabilitation of temporary shelters and transitional housing for the 

homeless, including battered spouses, disaster victims, runaway children, drug offenders, and 

parolees. 

For the construction of permanent housing for the homeless, use code 12; for the rehabilitation 

of such housing, use the appropriate 14* code.

03D Youth Centers 

Acquisition, construction, or rehabilitation of facilities intended primarily for young people age 13 

to 19. These include playground and recreational facilities that are part of a youth center. 

For the acquisition, construction or rehabilitation of facilities intended primarily for children age 

12 and under, use 03M; for facilities for abused and neglected children, use 03Q.
Appendix A: CDBG Matrix Codes 

A-4 

Code Definition 

03E Neighborhood Facilities 

Acquisition, construction, or rehabilitation of facilities that are principally designed to serve a 

neighborhood and that will be used for social services or for multiple purposes (including 

recreation). Such facilities may include libraries and community centers. 

03F Parks, Recreational Facilities

Development of open space areas or facilities intended primarily for recreational use. 

03G Parking Facilities

Acquisition, construction, or rehabilitation of parking lots and parking garages. Also use 03G if 

the primary purpose of rehabilitating a public facility or carrying out a street improvement 

activity is to improve parking. 

If parking improvements are only part of a larger street improvement activity, use 03K. 

03H Solid Waste Disposal Improvements

Acquisition, construction or rehabilitation of solid waste disposal facilities. 

03I Flood Drainage Improvements

Acquisition, construction, or rehabilitation of flood drainage facilities, such as retention ponds or 

catch basins. Do not use 03I for construction/rehabilitation of storm sewers, street drains, or 

storm drains. 

Use 03J for storm sewers and 03K for street and storm drains.

03J Water/Sewer Improvements

Installation or replacement of water lines, sanitary sewers, storm sewers, and fire hydrants. 

Costs of street repairs (usually repaving) made necessary by water/sewer improvement activities 

are included under 03J. 

For water/sewer improvements that are part of: 

• more extensive street improvements, use 03K (assign 03K, for example, to an activity 

that involves paving six blocks of Main Street and installing 100 feet of new water lines 

in one of those blocks). 

• a housing rehabilitation activity, use the appropriate 14* matrix code. 

For construction or rehabilitation of flood drainage facilities, use 03I.

03K Street Improvements

Installation or repair of streets, street drains, storm drains, curbs and gutters, tunnels, bridges, 

and traffic lights/signs. Also use 03K: 

• for improvements that include landscaping, street lighting, and/or street signs 

(commonly referred to as “streetscaping”). 

• if sidewalk improvements (see code 03L) are part of more extensive street 

improvements. 

03L Sidewalks

Improvements to sidewalks. Also use 03L for sidewalk improvements that include the installation 

of trash receptacles, lighting, benches, and trees. 
Appendix A: CDBG Matrix Codes 

A-5 

Code Definition 

03M Child Care Centers

Acquisition, construction, or rehabilitation of facilities intended primarily for children age 12 and 

under. Examples are daycare centers and Head Start preschool centers. 

For the construction or rehabilitation of facilities for abused and neglected children, use 03Q. 

For the construction or rehabilitation of facilities for teenagers, use 03D.

03N Tree Planting

Activities limited to tree planting (sometimes referred to as “beautification”). 

For streetscape activities that include tree planting, use 03K; for sidewalk improvement activities 

that include tree planting, use 03L.

03O Fire Stations/Equipment

Acquisition, construction, or rehabilitation of fire stations and/or the purchase of fire trucks and 

emergency rescue equipment. 

03P Health Facilities

Acquisition, construction, or rehabilitation of physical or mental health facilities. Examples of such 

facilities include neighborhood clinics, hospitals, nursing homes, and convalescent homes. 

Health facilities for a specific client group should use the matrix code for that client group. For 

example, use 03Q for the construction or rehabilitation of health facilities for abused and 

neglected children.

03Q Facilities for Abused and Neglected Children

Acquisition, construction, or rehabilitation of daycare centers, treatment facilities, or temporary 

housing for abused and neglected children. 

03R Asbestos Removal

Rehabilitation of any public facility undertaken primarily to remove asbestos. 

03S Facilities for AIDS Patients (not operating costs)

Acquisition, construction, or rehabilitation of facilities for the treatment or temporary housing of 

people who are HIV positive or who have AIDS. 

For the construction or rehabilitation of facilities for AIDS education and prevention, use 03P.

03T Operating Costs of Homeless/AIDS Patients Programs

Costs associated with the operation of programs for the homeless or for AIDS patients, such as 

staff costs, utilities, maintenance, and insurance. 

Because payment of operating costs for these programs is a public service under CDBG, all CDBG 

expenditures for 03T activities are included in the calculation of the Public Services cap. 

03 Other Public Facilities and Improvements 

Do not use this code unless an activity does not fall under a more specific 03* code. Also, do not 

use one activity for multiple facilities and then assign it an 03 because the types of facilities are 

different. 

One legitimate use of 03 is for activities that assist persons with disabilities by removing 

architectural barriers from or providing ADA improvements to government buildings (activities 

that otherwise would not be eligible for CDBG funding). 
Appendix A: CDBG Matrix Codes 

A-6 

Code Definition 

04 Clearance and Demolition

Clearance or demolition of buildings/improvements, or the movement of buildings to other sites. 

04A Cleanup of Contaminated Sites

Activities undertaken primarily to clean toxic/environmental waste or contamination from a site. 

05A Senior Services

Services for the elderly. 05A may be used for an activity that serves both the elderly and the 

handicapped, provided it is not intended primarily to serve persons with handicaps. If it is, use 

05B instead. 

05B Handicapped Services

Services for the handicapped, regardless of age. 

05C Legal Services

Services providing legal aid to low- and moderate-income (LMI) persons. 

If the only legal service provided is for the settlement of tenant/landlord disputes, use 05K.

05D Youth Services

Services for young people age 13 to 19 that include, for example, recreational services limited to 

teenagers and teen counseling programs. Also use 05D for counseling programs that target 

teens but include counseling for the family as well. 

For services for children age 12 and under, use 05L; for services for abused and neglected 

children, use 05N.

05E Transportation Services

General transportation services. 

Transportation services for a specific client group should use the matrix code for that client 

group. For example, use 05A for transportation services for the elderly.

05F Substance Abuse Services

Substance abuse recovery programs and substance abuse prevention/education activities. If the 

services are provided for a specific client group, the matrix code for that client group may be 

used instead. For example, substance abuse services that target teenagers may be coded either 

05D or 05F. 

05G Services for Battered and Abused Spouses

Services for battered and abused spouses and their families. 

For services limited to abused and neglected children, use 05N.

05H Employment Training

Assistance to increase self-sufficiency, including literacy, independent living skills, and job 

training. 

For activities providing training for permanent jobs with specific businesses, use 18A.

05I Crime Awareness/Prevention

Promotion of crime awareness and prevention, including crime prevention education programs 

and paying for security guards. 
Appendix A: CDBG Matrix Codes 

A-7 

Code Definition 

05J Fair Housing Activities (subject to Public Services cap)

Fair housing services (e.g. counseling on housing discrimination) that meet a national objective. 

For fair housing services activities carried out as part of general program administration (and 

thus not required to meet a national objective), use 21D.

05K Tenant/Landlord Counseling

Counseling to help prevent or settle disputes between tenants and landlords. 

05L Child Care Services

Services that will benefit children (generally under age 13), including parenting skills classes. 

For services exclusively for abused and neglected children, use 05N.

05M Health Services

Services addressing the physical health needs of residents of the community. 

For mental health services, use 05O.

05N Services for Abused and Neglected Children

Daycare and other services exclusively for abused and neglected children. 

05O Mental Health Services

Services addressing the mental health needs of residents of the community. 

05P Screening for Lead Poisoning

Activities undertaken primarily to provide screening for lead poisoning. 

For lead poisoning testing/abatement activities, use 14I.

05Q Subsistence Payments

One-time or short-term (no more than three months) emergency payments on behalf of 

individuals or families, generally for the purpose of preventing homelessness. Examples include 

utility payments to prevent cutoff of service and rent/mortgage payments to prevent eviction. 

05R Homeownership Assistance (not direct)

Homeowner downpayment assistance provided as a public service. If housing counseling is 

provided to those applying for downpayment assistance, the counseling is considered part of the 

05R activity. 

Assistance provided under 05R must meet the low/mod housing national objective. Therefore, 

unless the assistance is provided by a CBDO in an NRSA, it is subject to the public service cap 

and only low/mod households may be assisted. If the assistance is provided by a CBDO in an 

NRSA, the housing units for which CDBG funds are obligated in a program year may be 

aggregated and treated as a single structure for purposes of meeting the housing national 

objective (that is, only 51% of the units must be occupied by LMI households). 

For more extensive types of homeownership assistance provided under authority of the National 

Affordable Housing Act, use code 13.

05S Rental Housing Subsidies

Tenant subsidies exclusively for rental payments for more than three months. Activities providing 

this form of assistance must be carried out by CBDOs. 
Appendix A: CDBG Matrix Codes 

A-8 

Code Definition 

05T Security Deposits

Tenant subsidies exclusively for payment of security deposits 

05U Housing Counseling

Housing counseling for renters, homeowners, and/or potential new homebuyers that is provided 

as an independent public service (i.e., not as part of another eligible housing activity). 

05 Other Public Services 

Do not use this code for public services activities unless an activity does not fall under a more 

specific 05* code. 

Examples of legitimate uses of this code are referrals to social services, neighborhood cleanup, 

graffiti removal, and food distribution (community kitchen, food bank, and food pantry services). 

06 Interim Assistance

Only for activities undertaken either to: 

• Make limited improvements (e.g., repair of streets, sidewalks, or public buildings) 

intended solely to arrest further deterioration of physically deteriorated areas prior to 

making permanent improvements. 

• Alleviate emergency conditions threatening public health and safety, such as removal of 

tree limbs or other debris after a major storm. 

07 Urban Renewal Completion

Completion of urban renewal projects funded under Title I of the Housing Act of 1949. 

Do not use code 07 for a downtown renewal, downtown development, or urban renewal activity 

unless the activity will result in the closing out of a federally-approved urban renewal project. 

08 Relocation

Relocation payments and other assistance for permanently or temporarily displaced individuals, 

families, businesses, nonprofit organizations, and farms. 

09 Loss of Rental Income

Payments to owners of housing for loss of rental income due to temporarily holding rental units 

for persons displaced by CDBG-assisted activities. 

11 Privately Owned Utilities 

Acquisition, reconstruction, rehabilitation, or installation of distribution lines and facilities of 

federally regulated, privately owned utilities. This includes placing new or existing distribution 

lines/facilities underground. 

12 Construction of Housing 

Construction of housing with CDBG funds must be carried out by CBDOs, in accordance with the 

regulations at 570.204(a). 

13 Direct Homeownership Assistance 

Homeownership assistance to LMI households as authorized under 105(a)(24). 

Forms of assistance include subsidizing interest rates and mortgage principal, paying up to 50% 

of downpayment costs, paying reasonable closing costs, acquiring guarantees for mortgage 

financing from private lenders, and financing the acquisition by LMI households of the housing 

they already occupy. 
Appendix A: CDBG Matrix Codes 

A-9 

Code Definition 

If housing counseling is provided to households receiving direct homeownership assistance, the 

counseling is considered part of the code 13 activity. 

All recipients of assistance provided under matrix code 13 must be LMI. 

14A Rehab: Single-Unit Residential

Rehabilitation of privately owned, single-unit homes. 

14B Rehab: Multi-Unit Residential

Rehabilitation of privately owned buildings with two or more permanent residential units. 

For the rehabilitation of units that will provide temporary shelter or transitional housing for the 

homeless, use 03C.

14C Rehab: Public Housing Modernization

Rehabilitation of housing units owned/operated by a public housing authority (PHA). 

14D Rehab: Other Publicly Owned Residential Buildings

Rehabilitation of permanent housing owned by a public entity other than a PHA. 

For the rehabilitation of other publicly owned buildings that will provide temporary shelter or 

transitional housing for the homeless, use 03C.

14E Rehab: Publicly or Privately Owned Commercial/Industrial

Rehabilitation of commercial/industrial property. If the property is privately owned, CDBG-funded 

rehab is limited to: 

• Exterior improvements (generally referred to as “facade improvements”) 

• Correction of code violations 

For more extensive rehabilitation of privately owned commercial/industrial property, use 17C; for 

infrastructure developments and improvements at commercial/industrial sites, use 17B.

14F Rehab: Energy Efficiency Improvements

Housing rehabilitation with the sole purpose of improving energy efficiency (e.g., a 

weatherization program). 

For energy efficiency improvements to public housing units, use 14C; for other publicly owned 

residential buildings, use 14D.

14G Rehab: Acquisition

Acquisition of property to be rehabilitated for housing. 14G may be used whether CDBG funds 

will pay only for acquisition or for both acquisition and rehabilitation. 

14H Rehab: Administration

All delivery costs (including staff, other direct costs, and service costs) directly related to carrying 

out housing rehabilitation activities. Examples include appraisal, architectural, engineering, and 

other professional services; preparation of work specifications and work write-ups; loan 

processing; survey, site and utility plans; application processing; and other fees. Also use 14H for 

housing services related to the HOME Program, eligible under 570.201(k). 

Do not use 14H for the costs of actual rehabilitation and do not use it for costs unrelated to 

running a rehab program (e.g., tenant/landlord counseling). 

For housing rehabilitation administration activities carried out as part of general program 

administration (and thus not required to meet a national objective), use code 21. 
Appendix A: CDBG Matrix Codes 

A-10 

Code Definition 

14I Lead-Based Paint/Lead Hazards Testing/Abatement

Housing rehabilitation activities with the primary goal of evaluating and reducing lead-based 

paint/lead hazards. 

For lead-based paint/lead hazards screening, use 05P.

15 Code Enforcement

Salaries and overhead costs associated with property inspections and follow-up actions (such as 

legal proceedings) directly related to the enforcement (not correction) of state and local codes. 

For the correction of code violations, use the appropriate rehabilitation code. 

16A Residential Historic Preservation

Rehabilitation of historic buildings for residential use. 

16B Non-Residential Historic Preservation

Rehabilitation of historic buildings for non-residential use. Examples include the renovation of an 

historic building for use as a neighborhood facility, as a museum, or by an historic preservation 

society. 

17A Commercial/Industrial: Acquisition/Disposition

Land acquisition, clearance of structures, or packaging of land for the purpose of creating 

industrial parks or promoting commercial/industrial development. 17A activities must be carried 

out by the grantee or by non-profits. 

17B Commercial/Industrial: Infrastructure Development

Street, water, parking, rail transport, or other improvements to commercial/industrial sites. 17B 

also includes the installation of public improvements, such as the construction of streets to and 

through commercial/industrial areas. 17B activities must be carried out by the grantee or by nonprofits. 

17C Commercial/Industrial: Building Acquisition, Construction, Rehabilitation

Acquisition, construction, or rehabilitation of commercial/industrial buildings. 17C activities must 

be carried out by the grantee or by non-profits. 

17D Commercial/Industrial: Other Improvements

Commercial/industrial improvements not covered by other 17* codes. 17D activities must be 

carried out by the grantee or by non-profits. 

18A Economic Development: Direct Financial Assistance to For-Profits

Financial assistance to for-profit businesses to (for example) acquire property, clear structures, 

build, expand or rehabilitate a building, purchase equipment, or provide operating capital. Forms 

of assistance include loans, loan guarantees, and grants. 

With one exception, a separate 18A activity must be set up for each business assisted. The 

exception is an activity carried out under 570.208(a)(4)(vi), for which job aggregation is allowed. 

18B Economic Development: Technical Assistance

Technical assistance to for-profit businesses, including workshops, marketing, and referrals. Also 

use 18B for activity delivery costs eligible under 570.203(c). 
Appendix A: CDBG Matrix Codes 

A-11 

Code Definition 

18C Economic Development: Micro-Enterprise Assistance

Financial assistance, technical assistance, or general support services to owners and developers 

of micro-enterprises. A micro-enterprise is a business with five or fewer employees, including the 

owner(s). 

With one exception, a separate activity must be set up for each micro-enterprise assisted. The 

exception is an activity carried out under 570.208(a)(4)(vi), for which job aggregation is allowed. 

19A Obsolete – use code 21H. 

19B Obsolete – use code 21H.

19C CDBG Non-Profit Organization Capacity Building

Activities specifically designed to increase the capacity of non-profit organizations to carry out 

eligible neighborhood revitalization or economic development activities. Such activities may 

include providing technical assistance and specialized training to staff. 

19D CDBG Assistance to Institutes of Higher Education

Obsolete. Instead of using this matrix code, fill in the INSTITUTION OF HIGHER EDUCATION field on 

the CDBG04 screen to indicate that the activity will be carried out by an institution of higher 

education. Then assign the appropriate matrix code based on the nature of the activity to be 

undertaken by the institution. 

19E CDBG Operation and Repair of Foreclosed Property

Activities to prevent the abandonment and deterioration of housing acquired through tax 

foreclosure. These include making essential repairs to the housing and paying operating 

expenses to maintain its habitability. 

19F Planned Repayments of Section 108 Loans

Repayments of principal for Section 108 loan guarantees. 

19G Unplanned Repayments of Section 108 Loans

Unplanned repayments of principal for Section 108 loan guarantees. 

20 Planning

Program planning activities, including the development of comprehensive plans (e.g., a 

consolidated plan), community development plans, energy strategies, capacity building, 

environmental studies, area neighborhood plans, and functional plans. 

21A General Program Administration

Overall program administration, including (but not limited to) salaries, wages, and related costs 

of grantee staff or others engaged in program management, monitoring, and evaluation. 

Also use 21A to report the use of CDBG funds to administer federally designated Empowerment 

Zones or Enterprise Communities. 

For CDBG funding of HOME admin costs, use 21H; for CDBG funding of HOME CHDO operating 

expenses, use 21I. 

21B Indirect Costs

Costs charged under an indirect cost allocation plan. 

21C Public Information

Providing information and other resources to residents and citizen organizations participating in 

the planning, implementation, or assessment of CDBG-assisted activities. 
Appendix A: CDBG Matrix Codes 

A-12 

Code Definition 

21D Fair Housing Activities (subject to Admin cap)

Fair housing activities carried out as part of general program administration rather than as a 

public service. They are subject to the Admin cap, but do not have to meet a national objective. 

For fair housing activities carried out as a public service, use 05J.

21E Submission of Applications for Federal Programs

Preparation of (1) documents that must be submitted to HUD to receive CDBG funds or (2) 

applications to other federal programs for community development assistance. 

21H CDBG Funding of HOME Admin

CDBG funding of administrative costs for HOME Program activities eligible under 570.206(i)(2). 

21I CDBG Funding of HOME CHDO Operating Expenses

CDBG funding of CHDO operating expenses for HOME Program activities eligible under 

570.206(i)(2). 

22 Unprogrammed Funds

Identification of funds that are not yet programmed for use—e.g., reserve or contingency funds. 
B-1 

Appendix B 

NATIONAL OBJECTIVE CODES 

The national objective codes (NOCs) are listed below, along with descriptions and applicable CFR 

citations. The NOCs that may be used with each matrix code are identified in Appendix C. 

NOC Description 24 CFR Citation 

LMA Low/mod area benefit 

Activities providing benefits that are available to all the residents of a 

particular area, at least 51% of whom are low/mod income. The service 

area of an LMA activity is identified by the grantee, and need not 

coincide with Census tracts or other officially recognized boundaries. 

570.208(a)(1) 

LMAFI Low/mod area benefit, community development financial 

institution (CDFI) 

Job creation and retention activities that are carried out by a CDFI and 

that the grantee elects to consider as meeting the low/mod area benefit 

criteria. 

570.208(d)(6)(i) 

LMASA Low/mod area benefit, neighborhood revitalization strategy 

area (NRSA) 

Job creation and retention activities that are carried out pursuant to a 

HUD-approved Neighborhood Revitalization Strategy (NRS) and that the 

grantee elects to consider as meeting the low/mod area benefit criteria. 

570.208(d)(5)(i) 

LMC Low/mod limited clientele benefit 

Activities that benefit a limited clientele, at least 51% of whom are 

low/mod income. LMC activities provide benefits to a specific group of 

persons rather than to all the residents of a particular area. 

570.208(a)(2) 

LMCMC Low/mod limited clientele, micro-enterprises 

Activities carried out under 24 CFR 570.201(o) that benefit microenterprise owners/developers who are low/mod income. 

570.208(a)(2)(iii) 

LMCSV Low/mod limited clientele, job service benefit 

Activities that provide job training, placement and/or employment 

support services in which the percentage of low/mod persons assisted 

is less than 51%, but the proportion of the total cost paid by CDBG 

does not exceed the proportion of the total number of persons assisted 

who are low/mod. 

570.208(a)(2)(iv) 

LMH Low/mod housing benefit 

Activities undertaken to provide or improve permanent residential 

structures that will be occupied by low/mod income households. 

570.208(a)(3) 

LMHSP Low/mod housing benefit, CDFI or NRSA 

Activities carried out by a CDFI or pursuant to a HUD-approved 

Neighborhood Revitalization Strategy (NRS) to provide or improve 

permanent residential structures which the grantee elects to consider as 

a single structure for purposes of determining national objective 

compliance. For example, two single-unit homes rehabilitated in an NRS 

may be considered a single structure; at least one of the units must be 

occupied by a low/mod household. If ten single-unit homes were 

assisted, at least six (51%) must be occupied by low/mod households. 

570.208(d)(5)(ii) 

and (d)(6)(ii) 
Appendix B: National Objective Codes 

B-2 

NOC Description 24 CFR Citation 

LMJ Low/mod job creation and retention 

Activities undertaken to create or retain permanent jobs, at least 51% 

of which will be made available to or held by low/mod persons. 

570.208(a)(4) 

LMJFI Low/mod job creation and retention, public facility/ 

improvement benefit 

Public facility/improvement activities that are undertaken principally for 

the benefit of one or more businesses and that result in the 

creation/retention of jobs. 

570.208(a)(4)(vi)(F) 

LMJP Low/mod job creation, location-based 

Activities where a job is held by or made available to a low/mod person 

based on the location of the person’s residence or the location of the 

assisted business. 

570.208(a)(4)(iv) 

SBA Slum/blight area benefit 

Activities undertaken to prevent or eliminate slums or blight in a 

designated area. 

570.208(b)(1) 

SBR Slum/blight, urban renewal areas 

Activities authorized under an Urban Renewal Loan and Grant 

Agreement that are undertaken to prevent or eliminate slums or blight 

in an urban renewal area and that are necessary to complete an Urban 

Renewal Plan. 

570.208(b)(3) 

SBS Slum/blight, spot basis 

Activities undertaken on a spot basis to address conditions of blight or 

physical decay not located in designated slum/blight areas. 

570.208(b)(2) 

URG Urgent need 

Activities that alleviate emergency conditions of recent origin which 

pose a serious and immediate threat to the health or welfare of the 

community; eligible only if the grantee cannot finance the activity on its 

own and no other sources of funding are available. 

570.208(c) 
C-1 

Appendix C 

MATRIX CODE/NATIONAL OBJECTIVE/ 

ACCOMPLISHMENT TYPE COMBINATIONS 

The matrix code and national objective that are assigned to an activity determine which accomplishment 

type may be used. 

Allowing only certain accomplishment types for each matrix code/national objective combination enables 

HUD to obtain more uniform data for reporting and for assessing program performance. In some cases, it 

also provides HUD with data not available from other IDIS screens. Example: For a public facilities activity 

with a low/mod area (LMA) national objective, the number of persons served can be derived from 

information on the CDBG07 (Census Tract) screen, so on the MA04 screen only the number of public 

facilities should be reported. Thus, while not necessarily intuitive, using the specified accomplishment 

types provides HUD with additional data for responding to requests about CDBG performance. 

MATRIX CODE NATIONAL OBJECTIVE ACCOMPLISHMENT TYPE

01 Acquisition of Real Property LMA, LMC 01 People 

08 Businesses 

11 Public Facilities 

SB*, URG 01 People 

08 Businesses 

10 Housing Units 

11 Public Facilities 

LMH* 10 Housing Units 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 

LMA, LMC, SBA, SBR, URG 01 People 

08 Businesses 

11 Public Facilities 

LMH* 10 Housing Units 

02 Disposition of Real Property 

When the property is used for the 

purpose for which it was acquired, 

use the accomplishment code that 

was or should have been used for 

acquisition of the property. 

When the property is disposed of 

for a use other than for which it 

was acquired, use the 

accomplishment code that 

corresponds to the new use. 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 

03 Other Public Facilities and 

 Improvements 

 

LMA, LMC, SB*, URG 01 People 

11 Public Facilities 

LMH* 10 Housing Units 

LMJ*, LMAFI, LMASA 13 Jobs 

03A Senior Centers LMC, SB*, URG 11 Public Facilities 

 LMJ*, LMAFI, LMASA 13 Jobs 

03B Handicapped Centers LMC, SB*, URG 11 Public Facilities 

LMJ*, LMAFI, LMASA 13 Jobs 

03C Homeless Facilities (not operating LMC, SB*, URG 11 Public Facilities 

 costs) LMJ*, LMAFI, LMASA 13 Jobs 
Appendix C: Matrix Codes/National Objectives/Accomplishment Types 

C-2 

MATRIX CODE NATIONAL OBJECTIVE ACCOMPLISHMENT TYPE

03DYouth Centers LMC, SB*, URG 11 Public Facilities 

LMJ*, LMAFI, LMASA 13 Jobs 

03E Neighborhood Facilities LMA, LMC, SB*, URG 11 Public Facilities 

 LMJ*, LMAFI, LMASA 13 Jobs 

03F Parks, Recreational Facilities LMA, LMC, SB*, URG 11 Public Facilities 

LMJFI 13 Jobs 

03G Parking Facilities LMA, LMC, SB*, URG 11 Public Facilities 

 LMJ*, LMAFI, LMASA 13 Jobs 

03HSolid Waste Disposal 

 Improvements 

LMA, LMC, SB*, URG 11 Public Facilities 

LMH* 10 Housing Units 

LMJ*, LMAFI, LMASA 13 Jobs 

03I Flood Drainage Improvements LMA, LMC, SB*, URG 11 Public Facilities 

 LMH* 10 Housing Units 

 LMJ*, LMAFI, LMASA 13 Jobs 

03J Water/Sewer Improvements LMA, LMC, SB*, URG 01 People 

LMH* 10 Housing Units 

LMJ*, LMAFI, LMASA 13 Jobs 

03K Street Improvements LMA, LMC, SB*, URG 01 People 

 LMH* 10 Housing Units 

 LMJ*, LMAFI, LMASA 13 Jobs 

03L Sidewalks LMA, LMC, SB*, URG 01 People 

11 Public Facilities 

When the sole purpose of an 

activity is to create curb cuts, use 

the Public Facilities code and 

report the number of curb cuts. 

When curb cuts are carried out 

along with other improvements, 

report the number of People. 

LMH* 10 Housing Units 

LMJ*, LMAFI, LMASA 13 Jobs 

03M Child Care Centers LMC, SB*, URG 11 Public Facilities 

 LMJ*, LMAFI, LMASA 13 Jobs 

03NTree Planting LMA, LMC, SB*, URG 11 Public Facilities 

03O Fire Stations/Equipment LMA, SB*, URG 11 Public Facilities 

 LMJFI 13 Jobs 

03P Health Facilities LMA, LMC, SB*, URG 11 Public Facilities 

LMJ*, LMAFI, LMASA 13 Jobs 

03Q Facilities for Abused and LMC, SB*, URG 11 Public Facilities 

 Neglected Children LMJ*, LMAFI, LMASA 13 Jobs 

03R Asbestos Removal LMA, LMC, SB*, URG 11 Public Facilities 

LMJ*, LMAFI, LMASA 13 Jobs 
Appendix C: Matrix Codes/National Objectives/Accomplishment Types

C-3 

MATRIX CODE NATIONAL OBJECTIVE ACCOMPLISHMENT TYPE

03S Facilities for AIDS Patients (not 

 operating costs) 

LMC, SB*, URG 11 Public Facilities 

 LMJ*, LMAFI, LMASA 13 Jobs 

03T Operating Costs of Homeless/ 

 AIDS Patients Programs 

LMC, SBA, URG 01 People 

LMA, LMC, SB*, URG 08 Businesses 

10 Housing Units 

11 Public Facilities 

LMH* 10 Housing Units 

04 Clearance and Demolition 

Use the code that most accurately 

describes what is being cleared or 

demolished 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 

LMA, LMC, SB*, URG 08 Businesses 

11 Public Facilities 

04A Cleanup of Contaminated Sites 

 Report the number of sites 

 cleaned based on the primary 

 use of the site (i.e., not the 

 number of businesses). 

LMH* 10 Housing Units 

05 Other Public Services LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05A Senior Services LMC, SBA, URG, LMCSV 01 People 

05B Handicapped Services LMC, SBA, URG, LMCSV 01 People 

05C Legal Services LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05DYouth Services LMC, SBA, URG, LMCSV 01 People 

05E Transportation Services LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05F Substance Abuse Services LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05GServices for Battered and 

 Abused Spouses 

LMC, SBA, URG, LMCSV 01 People 

05HEmployment Training LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05I Crime Awareness/Prevention LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05J Fair Housing Activities (subject to 

 Public Services cap) 

LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05K Tenant/Landlord Counseling LMC, SBA, URG, LMCSV 01 People 

05L Child Care Services LMC, SBA, URG, LMCSV 01 People 

05M Health Services LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05NServices for Abused and 

 Neglected Children 

LMC, SBA, URG, LMCSV 01 People 

05O Mental Health Services LMA, LMC, SBA, URG, 

LMCSV 

01 People 

05P Screening for Lead Poisoning LMC, SBA, URG, LMCSV 01 People 

05Q Subsistence Payments LMC, SBA, URG, LMCSV 01 People 

05R Homeownership Assistance (not 

 direct) 

LMH*, SBA, URG, LMCSV 04 Households 
Appendix C: Matrix Codes/National Objectives/Accomplishment Types 

C-4 

MATRIX CODE NATIONAL OBJECTIVE ACCOMPLISHMENT TYPE

05S Rental Housing Subsidies LMH*, SBA, URG, LMCSV 04 Households 

05T Security Deposits LMH*, SBA, URG, LMCSV 04 Households 

05UHousing Counseling LMC 04 Households 

06 Interim Assistance LMA, SBA, SBS, URG 01 People 

08 Businesses 

10 Housing Units 

11 Public Facilities 

07 Urban Renewal Completion LMA, LMC 08 Businesses 

11 Public Facilities 

LMH* 10 Housing Units 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 

08 Relocation LMA, LMC, SB*, URG 01 People 

04 Households 

08 Businesses 

09 Organizations (non-profits) 

 LMH* 04 Households 

 LMJ, LMJP, LMAFI, LMASA 13 Jobs 

09 Loss of Rental Income LMA, LMC, LMH*, LMJ, 

SB*, URG, LMJP, LMAFI, 

LMASA 

01 People 

Report the number of owners to 

whom payments are made. 

11 Privately Owned Utilities LMA, LMC, LMH*, LMJ, 

SB*, URG, LMJP, LMAFI, 

LMASA 

08 Businesses 

Report the number of private 

utilities assisted. 

12 Construction of Housing 

 Construction of new housing with 

 CDBG entitlement funds must by 

 carried out by CBDOs, in 

 accordance with the regulations 

 at 570.204(a). 

LMH*, SBA, SBR, URG 10 Housing Units 

13 Direct Homeownership 

 Assistance 

LMH* 04 Households 

14A Rehab: Single-Unit Residential LMH*, SB*, URG 10 Housing Units 

14B Rehab: Multi-Unit Residential LMH*, SB*, URG 10 Housing Units 

14C Rehab: Public Housing 

 Modernization 

LMH*, SB*, URG 10 Housing Units 

14DRehab: Other Publicly Owned 

 Residential Buildings 

LMH*, SB*, URG 10 Housing Units 

14E Rehab: Publicly or Privately 

 Owned Commercial/Industrial 

LMA, LMC, SB*, URG 08 Businesses 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 

14F Rehab: Energy Efficiency 

 Improvements 

LMH*, SB*, URG 10 Housing Units 

14GRehab: Acquisition LMH*, SB*, URG 08 Businesses 

09 Organizations 

10 Housing Units 
Appendix C: Matrix Codes/National Objectives/Accomplishment Types

C-5 

MATRIX CODE NATIONAL OBJECTIVE ACCOMPLISHMENT TYPE

LMA, LMC, LMJ, SB*, URG, 

LMJP, LMAFI, LMASA 

08 Businesses 

09 Organizations 

14HRehab: Administration 

 Report accomplishments for a 

 14H activity if CDBG funds are 

 used to run a rehab program but 

 not to perform the actual rehab. 

 If CDBG money is also used to 

 perform the rehab (which should 

 be set up as a separate activity), 

 then be sure to enter Y in the 

 ACCOMPLISHMENTS REPORTED AT

ANOTHER ACTIVITY field on 

 Common Path screen C04MA04 

 for the 14H activity. 

LMH* 10 Housing Units 

14I Lead-Based Paint/Lead Hazards 

 Testing/Abatement 

LMH*, SB*, URG 10 Housing Units 

In the proposed and actual units 

fields, report the number of 

housing units tested/abated. 

When applicable, report the 

number of children screened in 

the Accomplishments Narrative. 

15 Code Enforcement LMA, SBA, SBR, URG 01 People 

08 Businesses 

09 Organizations 

10 Housing Units 

If the activity consists of 

inspecting privately owned vacant 

lots and/or tagging abandoned 

vehicles, report People. 

If it includes inspection of multiple 

types of property including 

housing units, report Housing 

Units inspected in the units fields; 

report the number of People, 

Businesses, and/or Organizations, 

as appropriate, in the 

Accomplishments Narrative. 

16A Residential Historic Preservation LMH*, SB* 10 Housing Units 

16B Non-Residential Historic 

 Preservation 

LMA, LMC, LMJ, SB*, 

LMJP, LMAFI, LMASA 

08 Businesses 

09 Organizations 

17A Commercial/Industrial: 

 Acquisition/Disposition 

LMA, LMC, SB*, URG 08 Businesses 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 

17B Commercial/Industrial: LMA, LMC, SBA, SBR, URG 08 Businesses 

 Infrastructure Development LMJ, LMJP, LMAFI, LMASA 13 Jobs 

17C Commercial/Industrial: Building LMA, LMC, SB*, URG 08 Businesses 

 Acquisition, Construction, 

 Rehabilitation 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 
Appendix C: Matrix Codes/National Objectives/Accomplishment Types 

C-6 

MATRIX CODE NATIONAL OBJECTIVE ACCOMPLISHMENT TYPE

17DCommercial/Industrial: Other 

 Improvements 

LMA, LMC, SB*, URG 08 Businesses 

 LMJ, LMJP, LMAFI, LMASA 13 Jobs 

LMA 08 Businesses 

Report the number of businesses 

assisted, not the number of 

persons in the service area (that 

can be derived from CDBG07). 

SBA, SBR, URG 08 Businesses 

18A Economic Development: Direct 

 Financial Assistance to For-Profits 

 Report accomplishments for an 

 18* activity if CDBG funds are 

 used to run a loan/grant program 

 but not to make the loans/grants. 

 If CDBG money is also used to 

 make the loans/grants (which 

 should be set up as a separate 

 activity), then be sure to enter Y 

 in the ACCOMPLISHMENTS REPORTED 

 AT ANOTHER ACTIVITY field on 

 Common Path screen C04MA04 

 for the 18* activity. 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 

18B Economic Development: 

 Technical Assistance 

 Please see the note for 18A 

 above. 

LMA, SBA, SBR, URG, 

LMCSV 

08 Businesses 

In the units field, report the 

number of businesses assisted. 

When applicable, report the 

number of people trained and/or 

support services provided in the 

Accomplishments Narrative. 

 LMJ, LMJP, LMAFI, LMASA 13 Jobs 

18C Economic Development: Micro- 

 Enterprise Assistance 

 Please see the note for 18A 

 above. 

LMA, LMC, SBA, SBR, 

URG, LMCMC 

01 People 

08 Businesses 

If the activity provides training to 

assist people in developing and 

operating a micro-enterprise, 

report People. 

If the activity assists a microenterprise (including assistance in 

creating a micro-enterprise), 

report Businesses. 

If the activity undertakes both of 

these functions, report only the 

number of Businesses assisted in 

the units fields. Report the 

number of People trained in the 

Accomplishments Narrative. 

LMJ, LMJP, LMAFI, LMASA 13 Jobs 

19C CDBG Non-Profit Organization 

 Capacity Building 

All 09 Organizations 

19DCDBG Assistance to Institutes 

 of Higher Education 

N/A – matrix code is 

obsolete 

N/A – matrix code is obsolete 

19E CDBG Operation and Repair of 

 Foreclosed Property 

LMA, LMH* 10 Housing Units 
Appendix C: Matrix Codes/National Objectives/Accomplishment Types

C-7 

MATRIX CODE NATIONAL OBJECTIVE ACCOMPLISHMENT TYPE

19F Planned Repayments of Section 

 108 Loans 

None None 

19GUnplanned Repayments of 

 Section 108 Loans 

None None 

20 Planning None None 

21A General Program Administration None None 

21B Indirect Costs None None 

21C Public Information None None 

21DFair Housing Activities (subject to 

 Admin cap) 

None None 

21E Submission of Applications for 

 Federal Programs 

None None 

21HCDBG Funding of HOME Admin None None 

21I CDBG Funding of HOME CHDO 

 Operating Expenses 

None None 

22 Unprogrammed Funds None None 



D-1 

Appendix D 

STRATEGY, LOCAL TARGET, AND CDFI AREAS 

Strategy Areas 

CDBG grantees may establish Neighborhood Revitalization Strategy Areas (NRSAs). These are locally 

designated areas where geographically targeted revitalization efforts are carried out through multiple 

activities in a concentrated and coordinated manner. 

To stimulate the development of NRSAs, HUD offers CDBG grantees incentives such as greater flexibility 

in program design and reduced recordkeeping requirements. 

For more information, grantees should refer to: 

Notice CPD-96-01 

24 CFR 91.215(g) 

24 CFR 570.208(d)(5)(i) and (ii) 

24 CFR 570.209 (b)(2)(v)(L) and (M) 

24 CFR 570.204(b)(2)(ii)) 

NRSAs require HUD approval. 

Local Target Areas 

While NRSAs are established through a formal process that requires approval by HUD, many other target 

areas are locally defined. These local designations may have a variety of names—revitalization areas, 

target neighborhoods, priority zones, and so on. 

CDFI Areas 

CDFIs (Community Development Financial Institutions) are specialized financial institutions that work in 

market niches not adequately served by traditional financial institutions. CDFIs include community 

development banks, credit unions, loan funds, venture capital funds, and micro-enterprise loan funds. 

Grantees have some flexibility within the regulations when CDBG-assisted activities are carried out by a 

CDFI serving a primarily residential area that is at least 51% LMI [see 24 CFR 570.208 (d)(6)]. 



E-1 

Appendix E 

SELECTING AND ADDING SPECIAL AREAS ON CDBG06 

When you enter a value in the INDICATE IF ACTIVITY IS LOCATED IN A STRATEGY, CDFI, OR LOCAL TARGET AREA 

field on CDBG06, you must input an ID in the SPECIFY AREA IDENTIFIER field. If you know the ID, you can 

just type it in; if you don’t know the ID, want to update the information about an area, or add a new 

area, follow the instructions below. 

Strategy, CDFI, and local target areas may also be added (but not selected for assignment to an activity) 

through Main Menu option F 04. See Chapter 8 of the IDIS Reference Manual for details. 

STRATEGY AREAS 

On the CDBG06 screen, enter S in the INDICATE IF ACTIVITY IS LOCATED... field. With the cursor positioned in 

the SPECIFY AREA IDENTIFIER field, press <F1>. 

If your organization has already added strategy areas to the system, a screen listing those areas is 

displayed: 

 11/07/07 12:18 STRATEGY SELECTION SCREEN CDBG-H3 

 

 

 

 SELECT STRATEGY ID STRATEGY NAME 

 ONE 

 _ 01 TOWER HILL 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 

 DO YOU WANT TO ADD A NEW STRATEGY RECORD? (Y/N) N 

 ENTER X TO MAKE YOUR SELECTION 

 F3 = VALDT F4 = MAIN MENU F7 = PREV 

If the strategy area that you want to select is: 

• Listed, type X in its SELECT field and press <Enter>. The Strategy Areas screen (see next page) is 

displayed, where you may update information about the selected area. Press <Enter> again to 

return to the CDBG06 screen. Notice that the SPECIFY AREA IDENTIFIER field is now populated with 

the ID of the area you selected. 

• Not listed, type Y in DO YOU WANT TO ADD A NEW TARGET AREA RECORD? and press <Enter> to display 

the screen for adding a strategy area. Follow the instructions immediately below for adding a 

new strategy area. 
Appendix E: Selecting and Adding Special Areas on CDBG06 

E-2 

If your organization has never added an NRSA to the system, the screen for adding a strategy area is 

displayed when you press <F1> on CDBG06: 

 11/07/07 12:18 STRATEGY AREAS CDBG-H4 

 

 STRATEGY NAME: ____________________________________________________________ 

 HUD APPROVAL DATE: __ / __ / ____ 

 Place an "X" to indicate general type of revitalization effort: 

 _ Comprehensive 

 _ Commercial 

 _ Housing 

 _ Other Specify: ______________________________ 

 ______________________________ 

 

 F3 = VALDT F4 = MAIN MENU F7 = PREV F8 = NEXT F9 = SAVE 

Field Description 

STRATEGY NAME Enter the name of the NRSA. 

HUD APPROVAL DATE Enter the date HUD approved the NRSA. 

Place an “X” to indicate... Because all strategy areas are by definition comprehensive, enter X next to 

COMPREHENSIVE. This screen will be changed to eliminate the revitalization 

effort types. 

When you are finished, press <Enter> to save your data and return to the CDBG06 screen. 
Appendix E: Selecting and Adding Special Areas on CDBG06

E-3 

CDFI AREAS 

Follow the same procedure to select or add a CDFI area as you do for strategy areas (except that you will 

enter C in the INDICATE IF ACTIVITY IS LOCATED... field on CDBG06). The screens for selecting and adding 

CDFI areas are shown below. 

Select screen 

 11/07/07 10:11 REVISE CDFI CDBG-H1 

 

 

 SELECT CDFI ID CDFI NAME 

 ONE 

 _ 01 WEST END ENTERPRISE AREA 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 

 DO YOU WANT TO ADD A NEW CDFI RECORD? (Y/N): N 

 ENTER X TO MAKE YOUR SELECTION 

 F3 = VALDT F4 = MAIN MENU F7 = PREV 

 

Add screen 

 11/07/07 10:12 CDFI AREAS CDBG-H2 

 

 

 

 CDFI NAME: ____________________________________________________________ 

 PERCENTAGE OF LOW/MOD IN CDFI AREA: ______ % 

 Place an "X" to indicate general type of revitalization effort: 

 _ Comprehensive 

 _ Commercial 

 _ Housing 

 _ Other Specify: ______________________________ 

 ______________________________ 

 

 F3 = VALDT F4 = MAIN MENU F7 = PREV F8 = NEXT F9 = SAVE 

Enter the name of the CDFI area and the percentage of LMI persons in the area, then indicate the type of 

revitalization being undertaken. When you are done, press <Enter> to save your data and return to the 

CDBG06 screen. 
Appendix E: Selecting and Adding Special Areas on CDBG06 

E-4 

LOCAL TARGET AREAS 

Follow the same procedure to select or add a local target area as you do for strategy areas (except that 

you will enter S in the INDICATE IF ACTIVITY IS LOCATED... field on CDBG06). The screens for selecting and 

adding local target areas are shown below. 

Select screen 

 11/07/07 14:55 REVISE TARGET AREA CDBG-H11 

 

 SELECT TARGET AREA TARGET AREA NAME 

 ONE ID 

 _ 01 PIMMIT PARK 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 _ __ ________________________________________ 

 

 DO YOU WANT TO ADD A NEW TARGET AREA RECORD? (Y/N): _ 

 

 Enter "X" to make your selection. 

 F3=VALDT F4=MAIN MENU F7=PREV 

Add screen 

 

 11/07/07 14:55 LOCAL TARGET AREAS CDBG-H12 

 

 

 Local Target Area Name: 

 ____________________________________________________________ 

 Place an "X" to indicate general type of revitalization effort: 

 _ Comprehensive 

 _ Commercial 

 _ Housing 

 _ Other Specify: ______________________________ 

 ______________________________ 

 

 F3=VALDT F4=MAIN MENU F7=PREV F8=NEXT F9=SAVE 

Enter the name of the local target area and indicate the type of revitalization being undertaken. When 

you are done, press <Enter> to save your data and return to the CDBG06 screen. 
F-1 

Appendix F 

EDA JOB CATEGORY DEFINITIONS 

Definitions of the job types listed on the CDBG26 and CDBG27 screens are provided below. 

• Officials and Managers 

Administrative and managerial personnel who set broad policies, exercise overall responsibility for 

execution of these policies, and direct individual departments or special phases of a firm's operation. 

Includes: officials, executives, middle management, plant managers, department managers and 

superintendents, salaried supervisors who are members of management, purchasing agents and 

buyers, and kindred workers. 

• Professional 

Occupations requiring either college graduation or experience of such kind and amount as to provide 

a background comparable to college education. 

Includes: accountants and auditors, architects, artists, chemists, designers, dietitians, editors, 

engineers, lawyers, librarians, mathematicians, natural scientists, registered professional nurses, 

personnel and labor relations specialists, physical scientists, physicians, social scientists, surveyors, 

teachers, and kindred workers. 

• Technicians 

Occupations requiring a combination of basic scientific knowledge and manual skill which can be 

obtained through about 2 years of post-high school education, such as is offered in many technical 

institutes and junior colleges, or through equivalent on-the-job training. 

Includes: computer programmers and operators, drafters, engineering aides, junior engineers, 

mathematical aides, licensed, practical or vocational nurses, photographers, radio operators, scientific 

assistants, technical illustrators, technicians (medical, dental, electronic, physical science), and 

kindred workers. 

• Sales 

Occupations engaging wholly or primarily in direct selling. 

Includes: advertising agents and sales workers, insurance agents and brokers, real estate agents and 

brokers, stock and bond sales workers, demonstrators, sales workers and sales clerks, grocery clerks 

and cashier-checkers, and kindred workers. 

• Office and Clerical 

All clerical-type work regardless of level of difficulty, where the activities are predominantly nonmanual though some manual work not directly involved with altering or transporting the products is 

included. 

Includes bookkeepers, cashiers, collectors (bills and accounts), messengers and office helpers, office 

machine operators, shipping and receiving clerks, stenographers, typists and secretaries, telegraph 

and telephone operators, legal assistants, and kindred workers. 

• Craft Workers (skilled) 

Manual workers of relatively high skill level having a thorough and comprehensive knowledge of the 

processes involved in their work. These workers exercise considerable independent judgment and 

usually receive an extensive period of training. 

Includes: the building trades, hourly paid supervisors and lead operators who are not members of 

management, mechanics and repairers, skilled machining occupations, compositors and typesetters, 

electricians, engravers, job setters (metal), motion picture projectionists, pattern and model makers, 
Appendix F: EDA Job Category Definitions 

F-2 

stationary engineers, tailors, arts occupations, hand painters, coaters, decorative workers, and 

kindred workers. 

• Operatives (semi-skilled) 

Workers who operate machine or processing equipment or perform other factory-type duties of 

intermediate skill level which can be mastered in a few weeks and require only limited training. 

Includes: apprentices (auto mechanics, plumbers, bricklayers, carpenters, electricians, machinists, 

mechanics, building trades, metalworking trades, printing trades, etc.), operatives, attendants (auto 

service and parking), blasters, chauffeurs, delivery workers, dressmakers and sewers (except 

factory), dryers, furnace workers, heaters (metal), laundry and dry cleaning operatives, milliners, 

mine operatives and laborers, motor operators, oilers and greasers (except auto), painters (except 

construction and maintenance), photographic process workers, stationary firefighters, truck and 

tractor drivers, weavers (textile), welders and flamecutters, electrical and electronic equipment 

assemblers, butchers and meat cutters, inspectors, testers and graders, handpackers and packagers, 

and kindred workers. 

• Laborers (unskilled) 

Workers in manual occupations which generally require no special training to perform elementary 

duties that may be learned in a few days and require the application of little or no independent 

judgment. 

Includes: garage laborers, car washers and greasers, gardeners (except farm) and grounds keepers, 

stevedores, wood choppers, laborers performing lifting, digging, mixing, loading and pulling 

operations, and kindred workers. 

• Service Workers 

Workers in both protective and non-protective service occupations. 

Includes: attendants (hospital and other institutions, professional and personal service, including 

nurses’ aides and orderlies), barbers, charworkers and cleaners, cooks (except household), counter 

and fountain workers, elevator operators, firefighters and fire protection workers, guards, 

doorkeepers, stewards, janitors, police officers and detectives, porters, servers, amusement and 

recreation facilities attendants, guides, ushers, public transportation attendants, and kindred workers. 
G-1 

Appendix G 

REPORTING RACE/ETHNICITY DATA FOR ACTIVITIES 

PROVIDING ACCESS FOR PERSONS WITH DISABILITIES 

If you are assisting an eligible activity under the LMC national objective at 570.208(a)(2)(ii) and cannot 

obtain information on the beneficiaries with disabilities, follow these guidelines for reporting race and 

ethnicity data on the CDBG08 screen. 

HUD has a website with Census data on the number of persons with disabilities, by race and ethnicity, at 

the Census tract level. The web address is: 

http://www.hud.gov/offices/cpd/systems/census/statempa.cfm 

On this website, select a state. On the next page, scroll down to “Disability by Race & Ethnicity” and click 

on “Download Excel Spreadsheet.” 

Select the data you want by using the Place Name filter arrow in Column K. Once you have selected a 

place, use data from the following columns: 

Column L: Census tract 

Column O: Number of persons with disabilities in the Census tract 

Columns P–U: Number of persons with disabilities by race 

Column V: Number of persons with disabilities of Hispanic ethnicity 

If more than one Census tract is served by the activity, total the columns for the appropriate Census 

tracts and use those totals to complete the CDBG08 screen. 

Note that the data in Column V on persons of Hispanic ethnicity is not broken down by race, which is how 

the information must be reported on CDBG08. Grantees may use their own judgment in determining how 

to break down ethnicity by race. 



H-1 

Appendix H 

THE CDBG08 SCREEN FOR OLDER ACTIVITIES 

If cumulative race/ethnicity counts have been input for an activity before December 2005, the following 

version of the CDBG08 screen* is displayed: 

 11/18/07 09:40 CDBG DIRECT BENEFIT DATA - by Persons CDBG08 

 Grantee Activity ID IDIS Activity ID 1456 

 Activity Name BRENTWOOD LEGAL SERVICES Natl/Obj LMC 

 Totals as of 2005 / 12 / 13 

 ----T O T A L---- Totals (All Years) 

 Race | --All-- --Hisp- | --All-- --Hisp- 

 11 | 38 18 | 38 18 

 12 | 42 0 | 42 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 __ | _______ _______ | 0 0 

 Totals: 80 18 | 0 0 

 80 18 

 Insert/Delete program year(I/D)? _ 

 

 F1=HELP F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Notice the TOTALS AS OF <YYYY / MM / DD> field, highlighted in bold on the screen print. This read-only 

field replaces the PROGRAM YEAR input field shown on the updated version of CDBG08. 

HUD does not expect grantees to break down the cumulative totals by program year. If, however, you 

need to add new accomplishments to one of these older activities, add them by program year. To do so, 

enter I in the Insert/Delete program year field and press <Enter>. The new version of the CDBG08 

screen is displayed for you to enter your updates. 

__________________ 

 *The CDBG08 “By Persons” screen is shown. Except for the screen title, the “By Households” screen 

is identical to it.



I-1 

Appendix I 

THE CDBG11 SCREEN FOR OLDER ACTIVITIES 

If cumulative job creation/retention data has been input for an activity before December 2005, the 

following version of the CDBG11 screen is displayed: 

 11/18/07 10:04 CDBG JOB CREATION/RETENTION CDBG11 

 

 Grantee Activity ID IDIS Activity ID 1567 

 Activity Name DUVAL ECONOMIC DEVELOPMENT CORP Natl/Obj LMJ 

 Estimates TOTAL JOB COUNT TOTAL WEEKLY HRS PERCENT 

 F/T F/T-LM P/T P/T-LM LOW/MOD JOBS 

 Expect to Create: 3 3 _____ _____ 100.00% 

 Expect to Retain: 4 1 _____ _____ 0.00% 

Actual Totals as of 2005 / 12 / 13 

 TOTAL JOB COUNT TOTAL WEEKLY HRS PERCENT 

 F/T F/T-LM P/T P/T-LM LOW/MOD JOBS 

 Actually Created: 2 2 _____ _____ 100.00% 

 Actually Retained: 4 1 _____ _____ 25.00% 

 

 Actual 6 FTE Jobs 

 Insert/Delete program year(I/D)? _ Display cumulative totals(Y/N)? _ 

 At least one F/T OR P/T must be greater than zero. 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Notice the TOTALS AS OF <YYYY / MM / DD> field, highlighted in bold on the screen prints. This read-only 

field replaces the PROGRAM YEAR input field shown on the updated version of CDBG08. 

HUD does not expect grantees to break down the cumulative totals by program year. If, however, you 

need to add new accomplishments to one of these older activities, add them by program year. To do so, 

enter I in the INSERT/DELETE PROGRAM YEAR field and press <Enter>. The new version of the CDBG11 

screen is displayed for you to enter your updates. 



J-1 

Appendix J 

THE CDBG13 SCREEN FOR OLDER ACTIVITIES 

If cumulative income level information has been input for an activity before December 2005, the 

following version of the CDBG13 screen is displayed: 

 11/18/07 09:52 CDBG BENEFICIARY INCOME LEVELS - by Persons CDBG13 

 

 Grantee Activity ID IDIS Activity ID 2978 

 Activity Name EL ARROYO APARTMENTS Natl/Obj LMH 

 Persons Benefiting: 7 

 Totals as of 2005 / 12 / 13 

 

 Income Level Total 

 Extremely Low 3 2 

 Low 4 4 

 Moderate _______ 0 

 Non-Low Moderate _______ 0 

 Total 7 0 

 

 Percent Low/Mod 100.00% 100.00% 

 Insert/Delete program year(I/D)? _ 

 

 

 F3=VALDT F4=MAIN MENU F5=PROJ INFO F7=PREV F8=NEXT F9=SAVE 

Notice the TOTALS AS OF <YYYY / MM / DD> field, highlighted in bold on the screen prints. This read-only 

field replaces the PROGRAM YEAR input field shown on the updated version of CDBG08. 

HUD does not expect grantees to break down the cumulative totals by program year. If, however, you 

need to add new accomplishments to one of these older activities, add them by program year. To do so, 

enter I in the INSERT/DELETE PROGRAM YEAR field and press <Enter>. The new version of the CDBG13 

screen is displayed for you to enter your updates. 



K-1 

Appendix K 

PROJECTS 

IDIS projects correspond to your Consolidated Plan/Action Plan projects, which describe the work you will 

be carrying out in the coming program year with the CPD formula funds you are awarded. Each IDIS 

project is set up under a specific plan year. 

Project data may either be entered on-line or submitted to HUD for upload to production IDIS. Any 

additions or changes to uploaded data must be done on-line. 

To access the on-line plan/project functions, select Main Menu option J and press <Enter> to display the 

Plan/Project Menu: 

 02/09/08 THE INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM C04MM01 

 12:24:24 

 

 PLAN/PROJECT MENU 

 01 ADD PROJECTS 

 02 MAINTAIN PROJECTS 

 03 ADD PLANS 

 04 MAINTAIN PLANS 

 

 TYPE SELECTION AND PRESS ENTER J 00 

 F4 = MAIN MENU F7 = PREV 

The menu options are explained below. 

ADD/MAINTAIN PLANS 

If your Action Plan project data has been uploaded into IDIS, you will not need to add a record for that 

plan year. Otherwise, perform the following steps: 

1. First check to see if the record for the plan year has already been added. Choose option 04 and 

press <Enter> to display the Maintain Plan screen. Input the PLAN YEAR and press <Enter>. If data is 

displayed in the CONTACT fields, the record has already been added. If the message “Plan not updated 

as none exists!” is displayed instead, continue with step 2. 
Appendix K: Projects 

K-2 

2. Press <F7> to return to the Plan/Project Menu. Select option 03 and press <Enter> to display the 

Add Plan screen: 

 02/09/08 12:26 ADD PLAN C04MK08 

 

 GRANTEE: BOSTON 

 UOG CODE: 250282 UOG NUMBER: 00001 

 REGIONAL OFFICE: 01 FIELD OFFICE: 01 STATE: MA 

 PLAN YEAR: ____ PLAN VERSION: 1 

 

 FIELD OFFICE CONTACT NAME: _________________________ 

 TELEPHONE: ___ _______ 

 GRANTEE CONTACT NAME: _________________________ 

 TELEPHONE: ___ _______ 

 F1 = HELP F4 = MAIN MENU F6 = CLEAR F7 = PREV F9 = SAVE 

All of the input fields on this screen are required. When you have finished entering the new PLAN YEAR

and the contact information, press <Enter> to save your data and display the Plan/Project Menu. 

If you try to add a record for an existing plan year, the system makes you fill in the entire screen 

before informing you that the record cannot be added. 
Appendix K: Projects

K-3 

ADD PROJECTS 

On the Plan/Project Menu, select option 01 and press <Enter> to display the first Add Project screen. 

Add Project (C04MK01) 

Notice that four of the fields on this screen—HUD MATRIX CODE, HELP PREVENT HOMELESSNESS, HELP THE 

HOMELESS, AND HELP THOSE WITH HIV/AIDS—are also fields on Common Path screen MA03. The values you 

enter here at the project level will be the default values for the same fields at the activity level. 

 02/09/08 12:30 ADD PROJECT C04MK01 

 

 PLAN YEAR: ____ PLAN VERSION: ____ CPS PROJECT ID: ____ 

 

 PROJECT TITLE: ____________________________________________________________ 

 LOCAL CODE: __________________ 

 HUD MATRIX CODE : ___ _____________________________________________ 

 CDBG REG. CITATION: _____________ 

 

 IS THE PURPOSE OF THIS PROJECT TO : 

 HELP PREVENT HOMELESSNESS? (Y/N): _ 

 HELP THE HOMELESS? (Y/N): _ 

 HELP THOSE WITH HIV/AIDS? (Y/N): _

 TYPE OF SUBRECIPIENT: (PLACE AN "X" NEXT TO ONE ENTRY) 

 NO SUBRECIPIENT: _ 

 NON-SECTION 204: _ 

 SECTION 204: _

 

 ACCOMPLISHMENT TYPE : __ ________________________ 

 ACCOMPLISHMENT NUMBER: _________ LOCATION TYPE: _ ______________ 

 

 F1 = HELP F4 = MAIN MENU F7 = PREV F9 = SAVE 

Field Description 

PLAN YEAR Enter the plan year the project is to be set up under. 

PLAN VERSION This protected field is populated by IDIS when you save your data. The 

IDIS-assigned value cannot be changed. 

CPS PROJECT ID The CPS (Consolidated Plan System) Project ID is assigned by IDIS to 

uniquely identify each project in a plan year. The ID is generated and 

displayed when you save your data. It cannot be changed. 

PROJECT TITLE Enter a name for the project, following the naming standards your 

organization has established. 

LOCAL CODE Optional. If you want to assign your own code, number, or other identifier to 

this project, enter it here. 

HUD MATRIX CODE Optional. You may type in a matrix code, press <F1> to select from a list of 

valid codes, or leave it blank. 

CDBG REG. CITATION If you input a matrix code, the system will populate this field with its 

associated CDBG citation number after you save your data. The systemgenerated value can be changed. 
Appendix K: Projects 

K-4 

Field Description 

HELP PREVENT 

HOMELESSNESS? 

HELP THE HOMELESS? 

HELP THOSE WITH 

HIV/AIDS? 

Optional. In each field, enter Y, N, or leave blank to have it automatically set 

to N. 

TYPE OF SUBRECIPIENT Optional. The answer you supply here will have no effect on the funding of 

activities that are set up under this project. 

ACCOMPLISHMENT TYPE Optional. Press <F1> to select from a list of valid accomplishment type 

codes. 

ACCOMPLISHMENT 

NUMBER 

Optional. Type the number of units (of the accomplishment type selected 

above) that you expect to achieve under this project. 

LOCATION TYPE Optional. Press <F1> to display a list of valid location type codes. They are: 

1 Address – a specific street address

2 Community-Wide – for projects serving a broad area 

3 CT & BG – Census Tract and Block Group 

4 N/A – for projects (such as administration) where address is not 

applicable 

5 Suppressed – if you do not wish to disclose the address 

6 ST Target Area – designed specifically for use by State CDBG grantees

When you are finished, press <Enter> to save your data and continue. 
Appendix K: Projects

K-5 

Add/Revise Address Information 

If you entered a LOCATION TYPE code of 1 (Address) or 3 (CT &BG) on the previous screen, the 

Add/Revise Address Information screen is displayed. 

 02/09/08 12:31 ADD/REVISE ADDRESS INFORMATION C04MK07 

 

 PLAN YEAR: 2008 PLAN VERSION: 0001 CPS PROJECT ID: 0001 

 PROJECT TITLE: HOMEOWNER REHABILITATION 

 LOCAL CODE: PAGE: 000 

 ADDRESS: _______________________________________ CENSUS TRACT NUMBER: _______ 

 CITY: _________________________ BLOCK GROUP NUMBER : _ 

 STATE: __ COUNTY FIPS CODE : _____ 

 ADDRESS: _______________________________________ CENSUS TRACT NUMBER: _______ 

 CITY: _________________________ BLOCK GROUP NUMBER : _ 

 STATE: __ COUNTY FIPS CODE : _____ 

 ADDRESS: _______________________________________ CENSUS TRACT NUMBER: _______ 

 CITY: _________________________ BLOCK GROUP NUMBER : _ 

 STATE: __ COUNTY FIPS CODE : _____ 

 ADDRESS: _______________________________________ CENSUS TRACT NUMBER: _______ 

 CITY: _________________________ BLOCK GROUP NUMBER : _ 

 STATE: __ COUNTY FIPS CODE : _____ 

 F4 = MAIN MENU F7 = PREV F9 = SAVE F17 = UP F18 = DOWN 

If the LOCATION TYPE on the previous screen is: 

1 (address), at least one ADDRESS, CITY, and STATE must be filled in. 

2 (CT &BG), at least one CENSUS TRACT NUMBER, BLOCK GROUP NUMBER, and/or COUNTY FIPS CODE must 

be entered (for details, refer to Chapter 14 of the IDIS Reference Manual). 

When you are finished, press <Enter> to save your data and continue. 
Appendix K: Projects 

K-6 

Add Project (C04MK02) 

 02/09/08 12:32 ADD PROJECT C04MK02 

 

 PLAN YEAR: 2008 PLAN VERSION: 0001 CPS PROJECT ID: 0001 

 PROJECT TITLE: HOMEOWNER REHABILITATION 

 LOCAL CODE: 

 ESTIMATED AMOUNT FOR: 

 NEW CDBG : ______________ 

 NEW HOME : ______________ 

 NEW ESG : ______________ 

 NEW HOPWA : ______________ 

 TOTAL NEW : _______________ 

 

 FUND REQUEST FOR PUBLIC HOUSING ADMINISTRATION: ______________ 

 FUND REQUEST FOR ASSISTED HOUSING: ______________ 

 WILL PRIOR YEAR MONEY BE SPENT ON THIS PROJECT? (Y/N): _ 

 WILL ANOTHER GRANTEE SETUP ACTIVITIES UNDER THIS PROJECT? (Y): _ 

 

 

 F4 = MAIN MENU F7 = PREV F9 = SAVE 

Field Description 

ESTIMATED AMOUNT 

FOR: 

 NEW CDBG 

 NEW HOME 

 NEW ESG 

 NEW HOPWA 

Enter the amount of new grant funds from each CPD program that has been 

budgeted for this project. You must enter an amount for one program; you 

may enter amounts for more than one. 

Input whole dollar amounts, with or without commas. 

FUND REQUEST FOR 

PUBLIC HOUSING 

ADMINISTRATION 

Optional. Enter the amount of funds for this project that you have requested 

from the Public Housing Administration. 

FUND REQUEST FOR 

ASSISTED HOUSING 

Optional. Enter the amount of funds for this project that you have requested 

from Assisted Housing. 

WILL PRIOR YEAR 

MONEY BE SPENT ON 

THIS PROJECT? 

Optional. Enter Y, N, or leave blank to have the field automatically set to N. 

WILL ANOTHER 

GRANTEE SETUP 

ACTIVITIES UNDER THIS 

PROJECT? (Y) 

Optional. If you want to allow IDIS users in another organization (e.g., a 

State Recipient) to set up activities under this project, input Y and press 

<Enter>. The Sub Recipient List screen is displayed. Make your selection and 

press <Enter>. When the Add Project screen is redisplayed, it shows the 

name of the organization you selected. 

When you are finished, press <Enter> to save your data and continue to the next screen 
Appendix K: Projects

K-7 

Revise/Add/Cancel/Revoke Project Description 

Entering a project description is optional. 

 02/09/08 12:33 REVISE/ADD/CANCEL/REVOKE PROJECT DESCRIPTION C04MK03 

 PAGE: 0001 

 PLAN YEAR: 2008 PLAN VERSION: 0001 CPS PROJECT ID: 0001 

 

 PROJECT TITLE: HOMEOWNER REHABILITATION 

 LOCAL CODE: 

 PROJECT DESCRIPTION: 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 _____________________________________________________________________ 

 

 F4 = MAIN MENU F7 = PREV F9 = SAVE F17 = UP F18 = DOWN 

If you need more input lines, press <F18> (on most keyboards, <Shift + F3>) to display a continuation 

screen. 

When you are finished, press <Enter> to save your data. After you do, the first Add Project screen is 

displayed, ready for you to set up another project. Pressing <F7> displays the Plan/Project Menu. 
Appendix K: Projects 

K-8 

MAINTAIN PROJECTS 

On the Plan/Project Menu, select option 02 and press <Enter> to display the Maintain Plan Project 

screen: 

 02/09/08 08:45 MAINTAIN PLAN PROJECT C04MK04 

 

 PLAN YEAR: ____ PROJECT ID: ____ PAGE 0001 

 SELECTION: A - APPROVE, K - REVOKE, M - AMEND, R - REVISE, C - CANCEL 

 PLAN CPS PROJ PROJECT 

 SEL YEAR ID STATUS PROJECT TITLE 

 _ 1994 0001 APPROVED CONVERTED HOME ACTIVITIES 

 _ 1994 0002 APPROVED CONVERTED CDBG ACTIVITIES 

 _ 1994 0003 APPROVED CONVERTED ESG ACTIVITIES 

 _ 1994 0004 APPROVED CONVERTED HOPWA ACTIVITIES 

 _ 1994 0005 APPROVED FIRST TIME HOMEBUYER PROGRAM 

 _ 1994 0006 APPROVED WDC ACQUISITION AND REHAB 

 _ 1994 0007 APPROVED SENIOR HOMEOWNER REHAB PROGRAM 

 _ 1994 0008 APPROVED HOMEBUYER FINANCIAL ASSISTANCE 

 _ 1994 0009 APPROVED TBRA 

 _ 1994 0010 APPROVED LEAD PAINT ABATEMENT 

 _ 1994 0011 APPROVED TENANT COUNSELING 

 _ 1995 0001 APPROVED FIRST TIME HOMEBUYER PROGRAM 

 

 PRESS ENTER TO CONTINUE; PLAN YEAR, PROJ ID IS OPTIONAL 

 F4 = MAIN MENU F7 = PREV F17 = UP F18 = DOWN 

All of your IDIS projects are listed by plan year and project ID, starting with the earliest. To limit the 

display of projects to a specific year and/or project, input a PLAN YEAR and/or PROJECT ID and press 

<Enter>. 

Approving Projects 

When a project is added on-line, IDIS assigns it an initial status of OPEN. You must change the status 

from OPEN to APPROVED before activities can be set up under the project. 

To do so, enter A in the selection field next to each project you want to approve and press <Enter>. Its 

PROJECT STATUS is updated to APPROVED. You will now be able to set up activities under the project. 

Updating Projects 

All updates to projects are initiated on the Maintain Plan Project screen. The procedure for updating 

projects—and the data you are allowed to update—depends on (a) whether or not activities have been 

set up under the project and (b) its current status. 

Revising Projects with No Activities

• Projects with a status of OPEN do not have activities set up under them. To update an OPEN project, 

enter R (for revise) in its selection field and press <Enter>. The same screens you used to add the 

project are displayed in revise mode. When you press <Enter> on the last revise screen, the Maintain 

Plan Project screen is displayed, showing a status of REVISED for the project. 
Appendix K: Projects

K-9 

• For APPROVED projects with no activities, perform the following steps: 

1. Enter K (for revoke) in the selection field and press <Enter>. 

2. The project description screen is displayed so you can update the description with an 

explanation of why approval is being revoked. Press <Enter> to redisplay the Maintain Plan 

Project screen. The status of the project is now REVOKED. 

3. Enter R (for revise) in the selection field and press <Enter>. As explained above, the add 

project screens are displayed in revise mode. Make any updates you like. When the Maintain 

Plan Project screen is redisplayed, notice that the project status has been changed to 

REVISED. The next time you access this screen, its status will be OPEN. 

Amending Projects with Activities

To update an APPROVED project that has activities set up under it, enter M (for amend) in its selection 

field and press <Enter>. The Amendment to the Plan Project screen is displayed: 

 02/09/08 13:13 AMENDMENT TO THE PLAN PROJECT C04MK05 

 

 PLAN YEAR: 2008 PLAN VERSION: 0001 CPS PROJECT ID: 0001 

 PROJECT TITLE: CITY HOUSING REHAB PROGRAM 

 CURRENT 

 ORIGINAL AMENDMENT AMENDED 

 HUD MATRIX CODE: 14A ___ ___ 

 ACCOMP. TYPE/NUMBER: __ / _________ __ / _________ __ / _________ 

 

 EST. AMOUNT FOR CDBG: $258,750 ______________ ______________ 

 HOME: $0 ______________ ______________ 

 ESG: $0 ______________ ______________ 

 HOPWA: $0 ______________ ______________ 

 TOTAL: $358,750 _______________ _______________ 

 

 PUBLIC HOUSING AMT: $0 

 ASSISTED HOUSING AMT: $0 

 WILL ANOTHER GRANTEE SETUP ACTIVITIES UNDER THIS PROJECT? (Y): _ 

 ACTIVITY SETUP ALLOWED FOR: BOSTON 

 F1 = HELP F4 = MAIN MENU F6 = CLEAR F7 =PREV 

 

To update PROJECT TITLE or WILL ANOTHER GRANTEE SETUP ACTIVITIES..., type over the existing data. Enter 

your updates of matrix code, accomplishment type/number, and estimated program amounts in the 

AMENDED fields. 

When you are finished, press <Enter> to display and update the project description. When you press 

<Enter> to continue, a project description continuation screen is displayed. Pressing <Enter> once more 

displays the Maintain Plan Project screen, which now shows a status of AMENDED for the project. 

 

There is no mechanism for viewing the project data you cannot update.