C ENTER (EPIC) T RAINING EPIC: T OPICS Background Advantages of - PDF document

9/13/2017 U. S. D EPARTMENT OF H OUSING AND U RBAN D EVELOPMENT C APITAL F UND T RAINING E NERGY AND P ERFORMANCE I NFORMATION C ENTER (EPIC) T RAINING EPIC: T OPICS  Background  Advantages of EPIC  Implementation Plan 2 9/20/17 1

9/13/2017 B ACKGROUND H ISTORICAL B ACKGROUND  Offshoot of the Recovery Act Management and Performance System (RAMPS)  Deployed Spring 2012  Core Activity/Energy Module  PIH working to enhance the system and the business process  Consultation with Field Offices and PHAs 4 9/20/17 2

9/13/2017 B ACKGROUND - T ODAY  Functionality Today: • Activity Planning Module: 5 Year Action Plan and Annual Statement/Budget (also maybe P&E Report) • Public Housing Development Module • EPC Module • PNA Module 5 A DVANTAGES OF EPIC 9/20/17 3

9/13/2017 A DVANTAGES OF A CTIVITY P LANNING M ODULE IN EPIC  Automates currently de-facto paper process  Simplifies the BLI structure in LOCCS  EPIC data updates LOCCS BLIs automatically  Approvals/review minimized • FO approves 5 Year Action Plan • No review required on all approved 5 Year Action Plan items, PHA can revise amounts without further review • PHA can funge without further review 7 U PCOMING A DVANTAGES OF A CTIVITY P LANNING M ODULE IN EPIC  PHAs will be able to seamlessly integrate submitted PNA data into 5 Year Action Plans  Track status of plan approval  Record communications related to plan approval (via comment feature)  Track Environmental Reviews in EPIC (maybe) 8 9/20/17 4

9/13/2017 S IMPLIFIED BLI S 9 W ORK C ATEGORIES 10 9/20/17 5

9/13/2017 I MPLEMENTATION P LAN B ETA T EST  In Progress – Began August 2015  Designed to test system, system support and business process  PHAs input actual 5 Year Action Plans into EPIC • New plans in process or already approved plans  Field Offices process/approve plans submitted in EPIC  PHAs would link already awarded grants covered by 5 Year action plan years to an Annual Statement/Budget 12 9/20/17 6

9/13/2017 A DVANTAGES OF A CTIVITY P LANNING M ODULE IN EPIC  Automates currently de-facto paper process  Simplifies the BLI structure in LOCCS  EPIC data updates LOCCS BLIs automatically  Approvals/review minimized • FO approves 5 Year Action Plan • No review required on all approved 5 Year Action Plan items, PHA can revise amounts without further review • PHA can funge without further review 13 W ORK FLOW PHA PHA PHA Creates Anl PHA drafts/ Stmt/Budget from 5- Receives submits YAP CFP Grant 5-YAP FO FO Staff Dir/Deputy FO Reviews 5- Approves YAP 5-YAP HQ Spreads BLI HQ Based on Anl Stmt/Budget 14 9/20/17 7

9/13/2017 W HAT ’ S DIFFERENT ? PHA does not need to send a paper Annual Statement/Budget – instead it completes an Annual Statement/Budget in EPIC and links it to its grants Once a PHA has linked an Annual Statement/Budget to a grant in EPIC (with certain exceptions), there is an automated process that will spread the BLIs in LOCCS via a batch routine that takes 1 or 2 days to process. 15 ROLLING 5-YEAR ACTION PLANS: EPIC S UBMISSION R EQUIREMENTS *PHAs may transition to EPIC early with Field Office permission. PHAs that transition early must submit a 5-Year Action Plan in EPIC covering 2017-2021. FY2017 FY2018 PHA Timeline for 5-Year Period FY 2017 Annual 5-Year Period FY 2018 Annual FYE Submission of 5- Covered in FY 2017 Statement / Budget Covered in FY Statement / Year Action Plan EPIC 5-Year Action Submission 2018 5-Year Action Budget in EPIC Plan Submission Plan EPIC Submission Submission 3/31/17 3/30/2017 2017-2021 EPIC 2018-2022 EPIC encouraged; no later than 2017 ACC submission date 6/30/17 6/29/2017 2017-2021 EPIC 2018-2022 EPIC encouraged; no later than 2017 ACC submission date 9/30/17 Before 2018 EPIC submission not EPIC submission not 2018-2022 EPIC ACC submission required. May submit required. May date in EPIC* or may submit in EPIC* or continue to submit may continue to paper version of submit paper 50075.2 version of 50075.1 12/31/1 Before 2018 EPIC submission not EPIC submission not 2018-2022 EPIC 7 ACC submission required. May submit required. May date in EPIC* or may submit in EPIC* or continue to submit may continue to paper version of submit paper 16 50075.2 version of 50075.1 9/20/17 8

9/13/2017 FIXED 5-YEAR ACTION PLANS: 2017 EPIC S UBMISSION R EQUIREMENTS *PHAs may transition to EPIC early with Field Office permission. PHAs that transition early must submit a 5-Year Action Plan in EPIC in accordance with the instructions for the years remaining on the paper-based plan. Current Plan (FY2016) FY2017 Submission PHA Timeline for Years Covered Years Remaining 5-Year Period Years Covered by FY 2017 Annual FYE Submission of 5- by Prior, Paper- On Prior, Paper- Covered in FY Work Activities Statement / Budget Year Action Plan in Based Fixed Based Plan 2017 EPIC 5-Year Submission EPIC 5YAP Action Plan Submission 3/31 3/30/2017 2012–2016 0 2017-2021 2017-2021 encouraged; no later 2013–2017 1 2017-2021 2017-2021 than 2017 ACC 2014-2018 2 2014-2018 2017-2018 EPIC submission date 2015-2019 3 2015-2019 2017-2019 2016-2020 4 2016-2020 2017-2020 6/30 6/29/2017 2012–2016 0 2017-2021 2017-2021 encouraged; no later 2013–2017 1 2017-2021 2017-2021 than 2017 ACC 2014-2018 2 2014-2018 2017-2018 EPIC submission date 2015-2019 3 2015-2019 2017-2019 2016-2020 4 2016-2020 2017-2020 9/30 Before 2018 ACC 2012–2016 0 EPIC submission not submission date 2013–2017 1 EPIC submission not required. May required. May submit in 2014-2018 2 submit in EPIC* or may continue to EPIC* or may continue 2015-2019 3 submit paper version of 50075.2 to submit paper version 2016-2020 4 of 50075.1 12/31 Before 2018 ACC 2012–2016 0 EPIC submission not submission date 2013–2017 1 EPIC submission not required. May required. May submit in 2014-2018 2 submit in EPIC* or may continue to EPIC* or may continue 2015-2019 3 submit paper version of 50075.2 to submit paper version 2016-2020 4 of 50075.1 17 FIXED 5-YEAR ACTION PLANS: 2018 EPIC S UBMISSION R EQUIREMENTS Current Plan (FY2017) FY2018 Submission PHA Timeline for Years Covered Years Remaining 5-Year Period Years Covered FY 2018 Annual FYE Submission of 5-Year by Prior, Paper- On Prior, Paper- Covered in FY by Work Statement / Budget Action Plan in EPIC Based Fixed Based Plan 2018 EPIC 5- Activities Submission 5YAP Year Action Plan Submission 3/31 Before 2018 ACC 2017-2021 2017-2021 submission date 2017-2021 2017-2021 N/A; FY2017 Plan in EPIC 2014-2018 2017-2018 EPIC 2015-2019 2017-2019 2016-2020 2017-2020 6/30 Before 2018 ACC 2017-2021 2017-2021 submission date 2017-2021 2017-2021 N/A; FY2017 Plan in EPIC 2014-2018 2017-2018 EPIC 2015-2019 2017-2019 2016-2020 2017-2020 9/30 Before 2018 ACC 2013–2017 0 2018–2022 2018–2022 submission date 2014-2018 1 2018–2022 2018–2022 2015-2019 2 2015-2019 2018-2019 EPIC 2016-2020 3 2016-2020 2018-2020 2017-2021 4 2017-2021 2018-2021 12/31 Before 2018 ACC 2013–2017 0 2018–2022 2018–2022 submission date 2014-2018 1 2018–2022 2018–2022 2015-2019 2 2015-2019 2018-2019 EPIC 2016-2020 3 2016-2020 2018-2020 2017-2021 4 2017-2021 2018-2021 18 9/20/17 9

9/13/2017 R ESOURCES For more information and help, the EPIC Help Desk is: EPICHelp@HUD.gov 19 W RAP U P AND Q UESTIONS 20 9/20/17 10