The econ Planning Suite: CPD Maps and the Con Plan in IDIS for Consortia Grantees Session 1

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1 The econ Planning Suite: CPD Maps and the Con Plan in IDIS for Consortia Grantees Session 1 1

2 Training Objectives Use CPD Maps to analyze, assess, and compare levels of need in your community Use IDIS to develop a Con Plan and Action Plan Use CPD Maps and IDIS together 2

3 Agenda Day 1 Introduction to econ Planning Suite CPD Maps Con Plan Template Creating a Plan Con Plan Template Mechanics and Supplementing the Plan Breakout Groups for Questions and Exercises 3

4 Agenda Day 2 Citizen Participation and Consultation Needs Assessment and Market Analysis Strategic Plan Annual Action Plan Action Plan to CAPER econ Planning Suite Resources 4

5 Goals of the econ Planning Suite 1. Promote market-driven, leveraged, housing and community development planning Ease data collection burden 2. Streamline grants management cycle into a cohesive planning framework Incorporate Con Plan and Action Plan into same system as IDIS and CAPER 3. Make data available to general public and local stakeholders 5

6 CPD Maps Online mapping tool Easy and as accessible as other Internet map sites Widget functionality Provides latest data sets available from HUD Exports directly to Con Plan template 6

7 Con Plan Template Data Entry template integrated into IDIS Action Plan optional until Con Plan template used Two scenarios Con Plan and 1 st Year Action Plan Stand-alone Action Plan 4 versions of the template State Grantees Entitlements Consortia Regional Strategy 7

8 CPD Maps 8

9 CPD Maps Display and analyze data across census tracts and jurisdictions Support place-based strategy Appropriate programs for neighborhood conditions Target resources for greater impact Communicate complex geographic data to stakeholders and citizens 9

10 Targeting is a fundamental principle for CPD Programs [States and cities] are encouraged to identify locally designated areas where geographically targeted revitalization efforts are carried out through multiple activities in a concentrated and coordinated manner. -24 CFR (g) and (g) 10

11 CPD Maps 11

12 Over 125 Different Data Elements Can be Displayed in CPD Maps Data Topic Data Examples Data Topic Data Examples Demographic - Population - Educational level - Area median income - Race/Ethnicity HUD Activities - FHA REO properties - HOME rental - CDBG economic development Housing - Change in median home value - Vacancy rate - % of affordable rental units - Housing affordability by tenure Transportation - MPO boundary - Transit lines - Transit stations Economic - Unemployment rate - % change in total jobs - Commute time Environmental - State clean water needs survey - Flood plains 12

13 Accessing CPD Maps Two ways to access: Access data and maps directly from IDIS No log-in information required No download requirements Javascript enabled (standard on most browsers) 13

14 Basic Navigation: Widgets Grantee Search Legend Reports Map Query Upload Point File Layers Print Data Toolkit Grantee Summary Basemap 14

15 Widgets Layers Add/remove data layers to map Map Query Identify geographies based on customized variables Reports Produce Excel-based report for geography Data Toolkit Analyze and compare housing and economic data across selected geographies 15

16 And More Widgets Legend Grantee Summary Produce grantee profile Print Print or export map Upload Point File Geocode unique point-based data Basemap 16

17 Grantee Search Tool Search for jurisdiction State (Maryland or MD) Place and state (Baltimore Maryland or Baltimore MD) Address (street, city, state, zip code) Use menu to select grantee Used by other widgets Layers Reports Map Query 17

18 Grantee Summary Widget Must first use Grantee Search Tool Provides most recent allocations for selected grantee Click Export button to view in Excel and obtain more data 18

19 Layers Widget Add, remove, and change how data is displayed on map Two Choices Prepared Maps User selected layers 19

Layers Widget: Prepared Maps Homebuyer Zones Need for Rental Rehabilitation Rental Market Near Transit Housing Affordability Near Transit Constrained Rental

20 Layers Widget: Prepared Maps Homebuyer Zones Need for Rental Rehabilitation Rental Market Near Transit Housing Affordability Near Transit Constrained Rental Supply Workforce Development Opportunity Workers with Long Commutes Risk of Homelessness from Increased Rent Risk of Homelessness from Housing Instability 20

21 Layers Widget: Layer Types 1. Thematic 2. Point-based 3. Outline 21

22 Layers Widget: Settings Transparency Select geographic level Tract County State Select geographic range National Regional Grantee Selection classification Number of classes Classification type Class breaks 22

23 Sample Map: Anti-Poverty Strategy (j) Anti-Poverty Strategy: Provide concise summary of goals/programs to reduce # of poverty-level families and preserve affordable housing Create a map illustrating levels of poverty Are there economic opportunities in these areas? Are these areas well-served by transit? Are these areas cost-burdened? Are there housing or public service investments in these areas? 23 23

24 Sample Map: Anti-Poverty Strategy Poverty Concentration 24

25 Sample Map: Anti-Poverty Strategy Poverty Concentration (ED and Public Service Activities) 25

26 Sample Map: Anti-Poverty Strategy Poverty Concentration (with LIHTC and HOME projects) 26

27 Identify Tool View underlying numbers for current layers of data Data shown depends on the layers displayed and the point selected Useful for quick answers 27

28 Identify Tool View underlying numbers for current layers of data Data shown depends on the layers displayed and the point selected Useful for quick answers 28

29 Identify Tool 29

30 Reports Widget Generates Excel spreadsheet with data for one geography or aggregate data for multiple geographies into one data set Data options include: Demographics Housing Needs Housing Supply Includes data beyond map layers Most tables in Con Plan template correlate to these data sets Can compare data set for grantee to target areas 30 Economic Context Special Needs

31 Reports Widget 1. Select target area 2. Choose reference geography (optional) 3. Select data sets to include 4. Export to Excel or IDIS 31

32 Reports Widget 1. Select target area 32

33 Reports Widget 2. Choose reference geography (optional) 33

34 Reports Widget 3. Select data to include 34

35 Report in Excel 35

36 Map Query Widget Identifies similar geographies based on common characteristics in their underlying data Facilitates analytical searches, comparisons Can query on up to three data variables at once Example: What tracts have a high share of long commutes, high unemployment rates and high level of cost burdened households? 36

37 Map Query Widget 1. Select area to query: national or grantee 2. Set geography type 3. Select up to three variables 4. Set minimum and maximum values for each variable 37

38 Map Query Widget 1. Select area to query: national or grantee 2. Set geography type 38

39 Map Query Widget 3. Select up to three variables 39

40 Map Query Widget 4. Set minimum and maximum values for variables 40

41 Data Toolkit Widget Produces spreadsheet to compare and analyze target geography to reference geographies Three-tiered process Issue Identification Issue Characterization Issue Location Spreadsheet tools for housing and economic variables 41

42 Upload Point File Widget Geocode unique user point-based files and display in CPD Maps Point-based files can be uploaded by address or latitude/longitude Multiple point-based files can be uploaded to one map Point-based files may include: Institutions Local Projects Public Facilities 42

43 Upload Point File Widget 43

44 Upload Point File Widget 44

45 Beyond CPD Maps CPD Maps data available to other mapping systems ARCGis.com ArcMap and other ESRI Products Google Earth Mapping Services server: g-services-data/ 45

46 Questions on CPD Maps? In summary, CPD supports grantees by: Providing a tool to analyze and display demographic, housing, and economic conditions in the community; Helping them better understand the variations in these conditions across the community; Providing data and graphics to support the Con Plan and the Annual Action Plan. 46

47 Con Plan Screens in IDIS 47

48 Consortia Consolidated Plan Plan development in IDIS is led by Lead Grantee, all members can contribute to portions of Lead Grantee plan All members who receive other CPD funds (CDBG, ESG) must complete unique portion of their own version of Consolidated Plan Consortia Lead and Consortia Member plans must be on same cycle Consortia Lead submits plan for all members 48

49 Con Plan Template Process 1. Get Access 2. Consortia Lead Must Create the Plan Template Members cannot start their plan until lead creates plan Select Consortia members 3. Lead and Members Complete the Plan Data tables Narratives Additional content: Maps, Images, Data, Tables 4. Lead Submits the Plan Quality check 49

50 Con Plan Access New users must complete HUD Form ( 55.PDF) Current IDIS users must request access from local IDIS administrator 50

51 Adding a Consolidated Plan Beginning and Ending Year Title and Version Amendment Yes or No Programs Included Version Consortia Add Consortia Members and Select CPD Programs Data Sources PHAs Status 51

52 Adding a Consolidated Plan 52

53 Adding a Consolidated Plan 53

54 Consortia Plan Version All Participants Share Consolidated Plan Needs Assessment Market Analysis Strategic Plan Participants each prepare unique portions of Consolidated Plan Participants each prepare Action Plan for non- HOME programs Allocation of funds Annual actions 54

55 Sections of Con Plan Template Setup Executive Summary The Process Needs Assessment Market Analysis Strategic Plan Action Plan 55

56 Elements of the Template Data tables Many tables will provide default data sets Grantees can provide alternate sources Narrative Additional elements can be inserted throughout (optional) Maps GIS data Images Text boxes Data tables 56

57 Data Tables 57

58 Alternate Data Sources Survey Data Neighborhood surveys Formal local plans and studies Administrative Data Code enforcement records State unemployment data National data sources (i.e. HMDA ) 58

59 Narratives 59

60 Edit Sequence or Label for Additional Content Add GIS Map Add GIS Data Add JPEG Add Text Add Table 60

61 Setup: Verify Grantee / PJ and Program Contacts Independent of Con Plan / Action Plan submission Grantee / PJ Information Lead agency Address Program year start and end date Program Contacts Primary contact for grantee Primary and secondary contact by program 61

62 Setup: Adding an Action Plan Program Year Title Plan Version Amendment Yes or No Programs Included Associated with a Con Plan? Status 62

63 Copying a Plan Use for Substantial and Minor Amendments To copy one plan year to the next New copy includes Attachments All additional content, such as images, maps, etc. Action Plans Associated with same Consolidated Plan in the system If a stand-alone, Geographic Priorities, Priority Needs, and Goals are copied 63

64 Breakout Groups Questions from today s material Review exercises Review agenda/topics for next class 64

Orien Ori t en a t tion a Webi W nar: ebi CPD Maps 2

Orien Ori t en a t tion a Webi W nar: ebi CPD Maps 2 Orientation Webinar: CPD Maps 2 Agenda 1. Background - econ Planning Suite 2. Expanded Planning Data 3. CPD Maps Overview 4. Demonstration Guide Me Wizard Map Selection Identify Tool Printing and Saving