1. 2013 CDBG Recipients' Workshop CDBG Online Quarterly Reporting

2. Page 2 2013 CDBG Recipients' Workshop Community Finance Division The Purpose of Reporting Tracking grant progress and monitoring Demonstrating the value of the program Compliance with laws September 5-6 2013

3. Page 3 2013 CDBG Recipients' Workshop Community Finance Division From Paper to Online Entry CDFD has 250-450 Open Federal Grants at any given time, As of 8/27/2013: 377, 262 with a balance Requirements for Faster Data Reporting to HUD & other Federal Partners and Auditors Continuously Increasing Data Requirements Creation of our Online Reporting System in 2005/2006 September 5-6 2013

4. Page 4 2013 CDBG Recipients' Workshop Community Finance Division Reporting Basics Web Reporting Required Quarterly for: ▪Financial/Contracts ▪Narrative ▪Accomplish/Signature For Activity Accomplishments, Quarterly or More Often September 5-6 2013

5. Page 5 2013 CDBG Recipients' Workshop Community Finance Division Common Issues Make Sure Accomplishments Balance Low Mod Only Reporting Not Acceptable for 2007 and later grants (Some Exceptions) Lack of a Local Official Signature Hispanic is an Ethnicity, Not a Race September 5-6 2013

6. Page 6 2013 CDBG Recipients' Workshop Community Finance Division More Issues Activities Should Not Have Negative Beneficiaries Full Accomplishment details needed for us to report to HUD Leverage: Include Match Enter as you go, don’t wait for people Include all Match, In Kind, and other If you are not going to make your Leverage #s get with DCA ASAP September 5-6 2013

7. Page 7 2013 CDBG Recipients' Workshop Community Finance Division http:// Communityfinance.dca.ga.gov/cdfd.html September 5-6 2013

8. Page 8 2013 CDBG Recipients' Workshop Community Finance Division Log In and Sign Up Forms September 5-6 2013

9. Page 9 2013 CDBG Recipients' Workshop Community Finance Division September 5-6 2013

10. Page 10 2013 CDBG Recipients' Workshop Community Finance Division September 5-6 2013

11. Page 11 2013 CDBG Recipients' Workshop Community Finance Division September 5-6 2013

12. Page 12 2013 CDBG Recipients' Workshop Community Finance Division September 5-6 2013

13. Page 13 2013 CDBG Recipients' Workshop Community Finance Division September 5-6 2013

14. Page 14 2013 CDBG Recipients' Workshop Community Finance Division Accomplishments Base Screen September 5-6 2013

15. Page 15 2013 CDBG Recipients' Workshop Community Finance Division Accomplishments by Type September 5-6 2013

16. Page 16 2013 CDBG Recipients' Workshop Community Finance Division A closer look at a Data Mismatch September 5-6 2013

17. Page 17 2013 CDBG Recipients' Workshop Community Finance Division Leverage September 5-6 2013

18. Page 18 2013 CDBG Recipients' Workshop Community Finance Division Racial and Ethnic Data September 5-6 2013

19. Page 19 2013 CDBG Recipients' Workshop Community Finance Division Tracking Income September 5-6 2013

20. Page 20 2013 CDBG Recipients' Workshop Community Finance Division Wrong Activity Type September 5-6 2013

21. Page 21 2013 CDBG Recipients' Workshop Community Finance Division Housing Differences Address and Map number ▪CDBG Funds per house ▪Map & Project numbers for DCA use ▪Most Data Based on Head of Household ▪Elderly (62+)/Female Head of Household ▪Energy Star and other categories ▪Homebuyer Data Tab September 5-6 2013

22. Page 22 2013 CDBG Recipients' Workshop Community Finance Division September 5-6 2013

23. Page 23 2013 CDBG Recipients' Workshop Community Finance Division September 5-6 2013

24. Page 24 2013 CDBG Recipients' Workshop Community Finance Division Job Differences – Quarterly Report 2 Categories: Created or Retained Full Time Equivalent (FTE) Made up of Full-Time and Part-Time HUD FTE = 40 hours With Part-Time jobs: FTE will NOT match Racial or Income numbers September 5-6 2013

25. Page 25 2013 CDBG Recipients' Workshop Community Finance Division Job Differences Continued Health Benefits & Prior Job Status Report Job Type September 5-6 2013

26. Page 26 2013 CDBG Recipients' Workshop Community Finance Division Job Issues – Quarterly Report Retained Jobs are only jobs that would have been lost, not all jobs with the company or location Retained Jobs Only Entered Once Typically the first quarter of the grant period Position Turnover: You are reporting the job position not the person Data for first person to hold the position September 5-6 2013

27. Page 27 2013 CDBG Recipients' Workshop Community Finance Division Job Subtraction? Under Detail Accomplishments Tab Do not Subtract Jobs out once reported On signature page should Show / Discuss loss of jobs - page 2 and 3 (slide 13) September 5-6 2013

28. Page 28 2013 CDBG Recipients' Workshop Community Finance Division Other Tabs Draw Request / History NSP Projects Use their own Tab, NOT the Housing Tab, CDBG ignore the NSP Tab ARRA Reporting for Stimulus grants only Budget Section 3 September 5-6 2013

29. Page 29 2013 CDBG Recipients' Workshop Community Finance Division General Advice Save Often! The System Will Time You out 2 Ways Into Accomplishment Tabs Best Information Known When Submitted For Large Errors Use the Revision Option September 5-6 2013

30. Page 30 2013 CDBG Recipients' Workshop Community Finance Division Common Problems Make Sure Accomplishments Balance Full Accomplishment Details Lack of a Local Official Signature Hispanic NOT A RACE Retained Jobs that would have been lost Retained Jobs Only Entered Once (First Q) Should Not Have Negative Beneficiaries Match & Leverage, enter as you go, include in Kind, Should Not Decrease without DCA Approval September 5-6 2013

31. Page 31 2013 CDBG Recipients' Workshop Community Finance Division Common Problems Continued If the contact person for the grant changes, LET US KNOW! Don’t change the printed copy: un- submitting and Final Report check box Cumulative Leverage on the Signature page should match total leverage on the detail tab Break Leverage out by activity code September 5-6 2013

32. Page 32 2013 CDBG Recipients' Workshop Community Finance Division Web Sites Web Reporting URL: http://Communityfinance.dca.ga.gov/cdfd.html http://Communityfinance.dca.ga.gov/cdfd.html Local Government Contact Updates URL: http://www.dca.ga.gov/LGContactsOnline/Inde x.aspx http://www.dca.ga.gov/LGContactsOnline/Inde x.aspx September 5-6 2013

33. Page 33 2013 CDBG Recipients' Workshop Community Finance Division Current Issues DUNS # CCR – Now SAM – System for Awards Mgmt https://www.sam.gov/index.html https://www.sam.gov/index.html Federal Funding Accountability and Transparency Act : FFATA Temporary Job Tracking Remediation: ▪Open 1 year with no draws ▪Open 3 years no Accomplishments ▪80% drawn no Accomplishments September 5-6 2013

34. Page 34 2013 CDBG Recipients' Workshop Community Finance Division Contact Information Rob Shaw rob.shaw@dca.ga.gov 404-679-4806 Lisa Smith lisa.smith@dca.ga.gov 404-679-5276 September 5-6 2013