BASIC Integrated Disbursement Management System Training

BASIC Integrated Disbursement
Management System Training

The Florida Housing Coalition, in partnership with Civitas LLC, is hosting a HUD Integrated Disbursement and Information System (IDIS) training.

Basic IDIS Workshop

This two-day interactive workshop will provide new users with an introduction to the key functions of IDIS. We will review the eCon Planning Suite module including the Consolidated Plan, Annual Action Plan and CAPER. Users will also learn how to properly set-up, fund and complete CDBG & HOME activities.

The workshop will cover the basics of grant-based accounting and its implications in IDIS.

Attendees will become familiar with frequently utilized reports from the Micro Strategies module. There will be time for attendees to ask questions and troubleshoot issues they may be facing with their respective grants.

Each attendee must bring their own computers to follow along during the workshop.

AGENDA

Monday, September 16

9:00am          Welcome & Introductions

9:15am          Basics of IDIS

10:00am         Consolidated Plan

10:45am        Break

11:00am        Annual Action Plan

12:00pm         Lunch

1:15pm          CDBG Activity Set-up (Matrix Codes & National Objectives)

2:00pm          HOME Activity Set-up

2:45pm          Break

3:00pm          Beneficiary Reporting & Activity Completion

4:15pm          Review & Questions

4:30pm          Adjourn

Tuesday, September 17

9:00am          Welcome & Review

9:15am          Review of Day 1 

9:30am          Grant Based Accounting & IDIS Implications

10:00am        Draw Down Module Part 1 – Activity Funding

10:45am        Break

11:00am         Draw Down Module Part 2 – Vouchers & Receipts

12:00pm        Lunch

1:15pm          CAPER & PR-26 reports

2:00pm          Reports Module Part 1

2:45pm          Break

3:00pm          Dealing with Flagged Activities

3:45pm          Review & Questions

4:00pm          Adjourn