ENERGY AND PERFORMANCE INFORMATION CENTER PRESENTATION

Transcription

1 ENERGY AND PERFORMANCE INFORMATION CENTER PRESENTATION Energy and Performance Information Center (EPIC) Pat Thorstad, Minneapolis Field Office

2 EPIC RESOURCES Notice PIH (HA); Guidance on Automation of Capital Fund Program 5-Year Action Plans and Budgets in the Activity Planning Module of HUD s Energy Performance and Information Center (EPIC) Cap Fund Website from POST 2

3 EPIC RESOURCES 3

4 EPIC RESOURCES 4

5 EPIC RESOURCES Skpe call every Monday and Wednesday from 1:00 to???? from Dana with meeting invite HQ representative is on the call to answer any and all EPIC questions If you re going to request access, someone from the Minneapolis FO must be on the call to vouch for you 5

6 EPIC RESOURCES Minneapolis Field Office-for access to EPIC Eric Mergendahl, Ned Epps, Out of the office until October 5,

7 EPIC PROCESS PHA submits 5-Year Action Plan in EPIC for Field Office Approval From PIH Notice Work Item Description must provide sufficient specificity to facilitate effective HUD Field Office review of the plan, including enabling the Field Office to assess the level and type of environmental review required. For the 5-Year Action Plan, the amounts per year are estimates, same amount received for your most recent grant year Field Office POC reviews and recommends approval to PIH Director PIH Director Approves PHA is now ready to submit budget for specific Cap Fund grant year Budget is the new term for annual statement This will be the exact amount of your grant, not the estimated amount 7

8 EPIC PROCESS (CON T) Specific Cap Fund grant year is announced/awarded, PHA submits budget in EPIC for that year You can only submit a budget in EPIC/LOCCS if the FO has approved your 5-Year Action Plan HQ has directed the FOs to NOT manually spread the grants in LOCCS if an EPIC 5-Year Action Pan has been submitted If you see this in LOCCS, your grant has not be spread 8

9 The FYE has passed for this 5-Year Action Plan, so EPIC is looking for the next year of the 5-Year Action Plan If the status is not Approved, your 5-Year Action Plan has not been successfully submitted and you will not be able to submit an annual budget until the status is Approved. 9

10 EPIC PROCESS (CON T) EPIC notifies LOCCS budget has been submitted and spreads to correct BLIs This may take a few days, as EPIC does not update LOCCS in real time 10

11 Once your 5-Year Action Plan has been approved in EPIC, there is very little the FO can do to push things along Field Office doesn t see the same screens the PHAs do, which is what makes the Skpe calls so good. You can share your EPIC screen with HQ 11

12 After logging into EPIC, if your screen is jumbled. Check your compatibility settings. Look for the gear symbol and click Click on Compatibility View Settings 12

13 After logging into EPIC, if your screen is jumbled. Check your compatibility settings. You ll see hud.gov in this window, (not shown here, as I ve already added the website to Compatibility View Click Add and Close and you re done. 13

14 If you are having trouble seeing things (submit buttons) or doing things in EPIC (submitting your plans or budgets) check your assigned roles with either the FO during the EPIC call If you re an ED or submitting plans/budgets or revisions in EPIC you need to be a Recipient Administrator with submission rights If your staff is working in EPIC, but not submitting, i.e. creating, they will be a Recipient 14

15 Recipient Administrator 15

16 Not seeing these buttons, check your admin rights with FO or during EPIC call 16

17 Regardless of the page you re on in EPIC, if you click the blue question mark in the upper left hand corner it will expand for additional resources 17

18 Additional resources include videos and user guide references 18

19 Fixed versus Rolling Plans-EPIC website expands on guidance in the users manual Bottom line, whether you picked rolling or fixed, it s more important to get something in EPIC you can always change it next year 19

20 Fixed Plans 5-Year Action Plans: 2017 Submission Requirements 20

21 Rolling Plans 5-Year Action Plans: 2017 Submission Requirements 21

22 s from PIH OCI, Subject: 2017 Capital Fund Grant (Temporarily) Suspended in LOCCS As of 9/8/2017, we did not have an approved 5-Year Action Plan for you in EPIC. As a result, your 2017 Capital Fund Grant(s) have been temporarily suspended in LOCCS. 5-year action plan has not been approved by the FO Once approved by the FO, you ll need to submit a 2017 budget to have your grant spread in LOCCS Old BLIs versus new BLIs See second handout 22

23 If you submitted a plan, for your 2017 budget you can use any of the work items from any of the five years. For example, if you need to do something in 2017 you had planned in 2018, you can put it in your 2017 budget 23

24 EPIC-BEST TIP FOR SUBMITTING Follow the User Manual for the Activity Planning Module Participate in the EPIC calls on Monday and Wednesday 24

25 QUESTIONS